ESTIMATION - Guide
ESTIMATION - Guide
Breadcrumbs

Lesson plan for the estimator


Duration: 2 to 4 hours

Learning Objectives

General objectives

Be able to use the ESTIMATION software as an estimator

Specific objectives

At the end of this course, students will be able to

  1. Create a bid

  2. Inserting a bid template

  3. Respond to different types of options

  4. Check the content of an assembly

  5. Search for an item by type

  6. Add a new item

  7. Delete an item

  8. Close an item or a section

  9. Complete the process of closing a bid

  10. Print the customer report

Basic concepts

Demonstration


Exercises

  1. In the catalogue, create an item of type :

  • Material

  • Tasks

  • Competences

  • Total

  • Unconstrained

  • Information

  • Template

  1. Choose the right type of parameters: Constant or not

  2. Duplicate an item

  3. Create an assembly with the different item types with fixed quantities

  4. Create an assembly with the different item types with dynamic quantities

  • Choose the right system parameter (TE, C, DF, FC, hours, cost price, sell price)

  1. Create an assembly with a quantity option

  2. Create an assembly with an add-on option

  3. Create an assembly with an equivalent option

  4. Create an assembly with an equivalent option

  5. Create an assembly with a C/C option

  6. Create Assembly with Identification Option

  7. Create an assembly with a specification option

  8. Create a bid template with totals

  9. In the template, create a customer report and an internal report

  10. In the Template, specify administration and profit percentages

  11. Create a bid and modify assemblies

  12. Save parameter patterns


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