Estimate 2023 on premise Release Notes

Merge Cost Items – You can now merge selected cost items together in the CBS, which helps to simplify the structure of an estimate. Read more Watch video

Merging cost items in the CBS can make the arrangement of an estimate more manageable, reduce the amount of excess details, and improve efficiency when preparing to transition the estimate for project execution. The level of detail needed in the estimate phase might not be needed in the budgeting and project execution phase of the estimate. Merging cost items lets you transform the structure of the estimate for the purposes of conforming it for budgeting and tracking progress.

You can merge cost items by selecting the parent cost item to merge other cost items into it. In case of a merge conflict, such as attempting to merge two cost items with different tag values, the tag value of the parent cost item is used. The Merge Cost Items action is enabled only for superior cost items that contain terminal cost items. To merge cost items from different locations in the CBS, first move them under a single superior cost item, then click Merge Cost Items in the Actions menu.

The Cost Item Merge Dialog dialog box is designed and functions much like the Cost Item record form. When merging cost items, the superior and subordinate cost items become the source of the merge operation.

The CBS code located at the top left of the window is the new CBS code after the merge is executed.

After you merge cost items, all subordinate cost items quantities, costs, productivity rates and crew compositions are combined into a single parent cost item.

You can add details of the merge changes to the Notes section of the merged cost item. The option to add these notes can be found in the top right section of the Cost Item Merge dialog box.

Print preview window is non-modal – The Reports print previews now opens in its own tab in the Report Dialog. Read more

This lets you keep the report open while continuing to use other parts of the application. Previously, the report preview opened in its own modal window, which required you to first close the preview window before navigating to another part of Estimate.

You can also undock and float a report on a different form, or you can tile it side by side with another register to view and compare them. Previous to this version, the modal window made it difficult to compare information contained in the report with information appearing in the application.
Print preview ribbon – The Print Preview menu is now displayed on its own ribbon. Read more
The Print Preview menu commands are now shown in the ribbon as a contextual Print Preview menu when navigating to Reports > Print > Preview > Run.

Cover Sheet fields and Job folder tags can be used in report headers and footers – In addition to the existing job code and job description tags in Job Properties, you can now use the Cover Sheet fields and Job Folder tags for your headers and footers in all standard reports. Read more

Additional tag values such as contract numbers, work order numbers, PO numbers, company logos, or any other tag fields can also be included. These additions help you customize headers and footers to give the recipients more transparency in the reports.

A new Header and Footer field menu has been added to the left of the Page Header and Page Footer grid, for all standard reports. This lets you choose which fields from Job Folder Tags and the Cover sheet to include in your report.

You can customize your header and footer layout settings, save them, and re-use them in other reports.

Apply custom Layouts and Headers/Footers to register reports –You can now apply custom Layouts and header/footers to register based reports. Read more
Upon saving a view in any register, select the option to save it as a corporate view and include the view in the reports dialog box.
When selecting a Saved View from the Reports register you can use the Print tab to customize the printing preferences, use the Grid Options tab to change the font type/size, use the Layout tab to modify the design style, and use the Header/Footer tab to insert a header and footer to your report.
When you click on the Run button it will create a new register-style report. You can modify the layout or header/footer directly in this register. You can also toggle between any of the four other tabs to make modifications and see the changes on the saved view report. Previously, only predefined reports permitted header, footer, or layout changes.

Additional options available in the Standard Proposal Report –The Position Code is now an optional field to display on the Standard Proposal report, giving you additional flexibility in determining which key fields to include, such as the pay item number column. Read more
Since this report is intended to be used as a bid form, and distributed to other clients, partners, and contractors, these new options help you determine which key fields you want included and shown.

Additional cost item tags and new user defined fields in the Quote Record register –The tag fields in the Quote Record registers Cost items tab increased from 10 to 25. 15 new User Defined fields are now added to help you to sort, filter, and group on selected quote records more efficiently. Read more
For example, you can use tags and user-defined fields to isolate certain cost items, or group cost items together.

Resource Employment register’s additional user defined fields –The Cost Item User Defined fields in the Resource Employment register increased from 10 to 15. Read more

Auto-include Jobs in Data Warehouse – When you create a new job, you can now choose to auto-update the job in the Data Warehouse. You no longer need to manually select the Data Warehouse option to auto-update it. Read more
The Auto-Update field check box shows selected in the Estimate Library.
Job Created by and Source Job fields in Job Properties – The Job Created by and Source Job fields now update with current data for copied jobs. Read more
When you copy a job, the new job shows the name of the person who created the copied job, and the name of the source job the job was copied from.
The Job Register now shows the Source Job and Job Created By columns.
Source System Name field added to the Resource Rate register –A new column called Source System Name has been added to the Resource Rate register to better understand the source of the data when integrating with other systems. Read more

Also, the existing Data Source field has been renamed to Source Job to help provide visibility into the jobs from which the data may have originated from.

Schedule Cost Risk Export – You can now generate an InEight Schedule Cost Risk Excel file that allows you to import it into Schedule Cost Risk view and produce risk adjusted estimates. Read more
These risk adjusted estimates let you adjust contingency in an estimate to cover risk identified in a project.
Corporate Views Managed in Access Control- Corporate view access is now administered in the Access Control register. Read more

Previously when accessing a locked corporate view, you were prompted to enter the Estimate protection password for the library.

Prior to this enhancement, you would select a saved view, and then enter the Estimate protection password for the library. User access to locked corporate views was managed in Job Properties > Security, in Estimate Protection.

In this release, restricting users from creating or deleting corporate views is now managed in Estimate’s Library Access Control register. In the User Roles register, you can restrict access by associating selected roles with the command Manage Saved Views in the Access Control register.

In this example, the users associated with Role 1 can manage saved and locked corporate views.

You still must create the view and save it as a locked corporate view prior to managing view restrictions in the Access Control Register.