It is more efficient to track progress on your projects by organizing your budget in a more consolidated and potentially different breakdown structure than how the job was estimated. Using account codes, tag field values, or a work breakdown structure are common ways of viewing the estimate in an alternate way. Most often one of these alternate views corresponds to the best way to structure the budget to track the work.
You can organize your budget by conforming your Estimate CBS structure to match a standard account code structure.
Open a copy of the job in Estimate job that used for reference.
In the CBS register, group by Account Code.
Create a new job in Estimate, where items from the original estimate will be copied to.
Assure that all job properties and settings match the original estimate file.
Create any initial structure that is needed to organize your cost structure, such as General Conditions, Direct Labor, Material and Subcontracts.
In the job with the grouped account codes, expand the first account code.
When there is only one cost item, copy and paste it into the applicable location in the conformance project.
For account codes with multiple cost items, add a parent cost item to the conformance project, and then copy and paste the cost items from the original estimate as subordinates.
It’s not required to have the account codes in Estimate, but using account codes in Estimate can help to ensure accurate benchmarking functionality.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information
