Overview: Resource Inquiry

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TitleOverview: Resource Inquiry
URL NameOverview-Resource-Inquiry
SummaryReview and print quantity and cost information for all resources in an estimate.
ProductHeavyBid
Other Environment Info
Resolution

Quick Start:

  1. Navigate to Menu > Query > Resource to access the Resource Inquiry.
  2. Click any tab to view pre-built sets of information, or click the Customize tab to build a custom view.
  3. (Optional) Click Filters to filter the on screen information.
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Customizing the Grid:

  1. Navigate to Menu > Query > Resource.
  2. Click the Customize tab.
  3. Perform one of the following to launch the column selection screen:
    • Click the Customize tab a second time.
    • Click Customize to the lower left of the grid.
  4. Toggle on/off desired columns.
  5. Click OK.
  • Note: Columns on the screen can be rearranged by dragging/dropping the column headers in the desired order.
  • Note: The information within the grid can be exported to Excel by right-clicking in the grid and clicking Send to Excel. Only the visible columns will be exported.

Using Filters:

  1. Navigate to Menu > Query > Resource.
  2. From any tab, click Filters.
  3. Select desired filters. Options include:
    • Filter by biditem(s).
    • Filter by activity.
    • Filter by resource(s).
    • Toggle to include/exclude non-additive activities.
    • Filter by one or more resource types.
  4. Click OK.
  • Note: When filters are enabled, the Filters button will display in bold and the Resource Inquiry tab will be appended with the message "(Filters On)". To clear filters:
    1. Click Filters.
    2. Click Reset Filters.
    3. Click OK.

Actions & Links:

  • Display Options - select to display information in the grid in order of biditem, activity, or resource code.
  • Go To - click and input a biditem, activity, or resource number to quickly jump to a desired item.
  • Resources - click to see quantity and cost breakdown for the currently selected resource.
  • Biditem/Activity/Resource Inquiry - click to quickly jump to the biditem/activity/resource inquiry.
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