ESTIMATION - Guide

Analyze the bid

Confirm and analyze a fixed price

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  1. Unfold the required sections

  2. Click on the price to be adjusted according to bids received

  3. Add and/or view the prices

  4. Select the desired bidder.

Analyze compilations - To refine your bid

Material: Image 1


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  1. Go to the Compilation Analysis tab

  2. Select the Equipment tab

  3. Click on Final Amount to set the ascending or descending order

  4. Click on this + to open the dialogue box showing in which assemblies the selected material is found.

Quantities can be adjusted in the dialogue box: Detailed compilation Hardware

Material image 2

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  1. Click on this + to open the dialogue box: Item supplier

  2. Check the desired price

  3. With this button, you can add other suppliers

  4. Prices, loss percentage and material quantities can be adjusted in this view.


Labor

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  1. Select: Compilation analysis

  2. Select: Labor

  3. Adjust hourly rates to project and catalogue and adjust % hardship and hours in a targeted manner

  4. Adjust hourly rates to this project only

  5. Detailed compilation to view detailed rates and hours by specific tasks.

Analyze and adjust labor hours based on bid structure

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Here are the different possibilities to adjust the labor in the analysis of the compilations

  1. Percentage of difficulty

  2. Add additional time

  3. Adjust the total number of hours desired per task

  4. Adjust the rate per square foot.

Analyze and adjust the % of administration

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  1. Click on the Admin tab

  2. Designated column for adjusting the profit percentage of the project

  3. Different percentages can be set for specific items in this column.

Analyze and adjust the % of profits

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  1. Click on the Profit tab

  2. Designated column for adjusting the profit percentage

  3. This box must be unchecked to adjust specific profits

  4. Different percentages can be set for specific items in this column.

Adjust and Round Up Prices

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  1. Click on the tab: Selling

  2. Expand the desired section

  3. Enter the revised or discounted price as required

  4. Note that the Fixed box has been checked automatically.

  5. The profit percentage has been automatically revised to reflect the price change

Prices can be adjusted either by the profit percentage: the selling price is automatically adjusted. By changing the price of the item, the profit percentage is adjusted accordingly


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