General Navigation

Create new jobs, open, save, or close opened jobs.

Access the library and open the Jobs page. In the Jobs page, you can access the following options:

• Job Register

• Delete Job

• Compare Jobs

• Connected Analytics

Access templates, snapshots, and archive or restore options.

• Templates – Create job templates.

• Snapshots – Open the Snapshots page where you can create job snapshots and open the Snapshot Register to access previously created snapshots.

• Archive / Restore – Open the Archive / Restore page where you can access the following options:

  • Archive Job

  • Restore job

  • Merge Jobs with Archive

  • Archive Template

  • Restore Template

Open the Settings page where you can access the following options:

• General – Customize General, Title Bars, Navigation Bar, Job Startup, and Language options.

• Decimal Precision – Manage decimal precision for various values in Estimate.

• Restore Defaults – Click to restore default values for selected settings.

Create a new job from scratch, from a template, from an existing job, or by using the Bid Wizard..

View up to 10 recently opened jobs as a list or thumbnail tiles to quickly access recently opened jobs. You can click the Favorites icon to the left of the job code to label up to five jobs as favorites. The jobs labeled as favorites show at the top of the list.

Change between the list view or tile view using the List-Tile view icon at the top right of the section. The source for the thumbnail images in the tiles is from the estimate project in InEight Platform. The following image shows the tile view.

From the initialize section, you can access the following registers. Job Properties is where you enter the basic project details. Foundation Setup Data is where you populate all account codes and validated fields. The Pay item & Proposal Register provides an alternate structure to distribute estimated values. Bid Wizard helps automate the process of setting up estimates by copying information that already exists in other jobs.

In the Resources section, Resource Rates opens the Resource Rate Register, where detail costs for labor, equipment and material is stored. The Resource Assemblies opens the Resource Assembly Register, where you create a combination of resources as an assembly and reuse it as needed in multiple cost items.

You can create a Cost Item Assembly to automatically estimate different scopes of work based on input values. Standard tables – allow you to create tables of reference data that can be accessed in any cost item assembly.

The Reports section is available from any tab. Depending on the tab you access it from will bring you to reports specific to that tabs data. Here you will find reports on resources such as Resources Changes, Resource Utilization, and Resource Cost Details.

From the Breakdown Structures section in the Estimate tab you can access the Cost Breakdown Structure (CBS) Register, Account Code Utilization Register, and Work Breakdown Structures (WBS) Register.

Resource Rate Register is where you create or modify the rate charged for labor, material and equipment resources. Different views of the Resource Rate register such as Resource Utilization and Resource Cost Details are available from the Resources section.

InEight Estimate's integration with Microsoft Excel is a two-way integration that allows you to update register fields in Estimate with data contained in an Excel workbook, and update Excel cells with data contained in a register field in Estimate. This is where you open the embed excel workbook which is maintained as part of the estimate job folder and where you preform the sync functions to send values back and forth.

From the Schedule icon, you can access bi-directional integration with Microsoft Project and Oracle Primavera. The Cash Flow graph displays the projected cash flow of your project, along with the job financing expense, individual cost category costs and resource utilization.

Indirect Cost Items filters the CBS register to display cost items that contain overhead costs that are not directly associated with any particular deliverable items. Clicking on % Price Add on or Prime Bond opens up these individual records.

Price Breakdown Structure (PBS) Register is a visual run-down of the costs and profit that make up your Target Price. You can access the Direct and Indirect Markup records or see totals of direct costs, indirect costs, profit and overall bid price summarized in a Data Map.

Alternates are used to define alternate scenarios in order to assess the impact of those scenarios.

Quotes are organized using Address book, Quote Group Tags, Minority Setup and attachments in the Setup section. Address book stores and maintains all information pertaining to subcontractors, vendors, architects/engineers, etc. that you work with regularly. The Minority Setup tab within Job Properties stores information about the agency that authorizes the status of Minority Enterprises along with their different types. You can use Quote Group Tags to group together multiple resources or cost items that will be sent in a single request for quote package to solicited contractors or vendors..

Quote Management allows you to access the Requests for Quote (RFQs) register and Quotes. Request for Quotes (RFQs) are invitations to sellers, requesting that they submit pricing to provide services, equipment or material based on the line items and resources included in your estimate. The Quote Register stores all of the quote responses you receive for that job.

The Quote Comparison & Award section allows you to perform comparative analysis across all the quotes you’ve received. You can view a comparison of submitted pricing by resources or cost items.

From the Pay Items section you can lock Cost items to Pay items and access the Pay item & Proposal register. Under Pricing in Job Properties, you can set up how the tool calculates profit and spreads pricing to your pay items. In the Competitors section, you can keep track of companies that have submitted bids as well as record and track competitor bid prices.

The Price Breakdown Structure (PBS) Register is a visual run-down of the costs and profit that make up your Target Price. You can access the Direct and Indirect Markup records or see totals of direct costs, indirect costs, profit and overall bid price summarized in a Data Map.

You can access the PBS Changes register (which logs any changes that effect the Target Price) and turn on/off logging PBS changes..

You can customize the titles and colors for different fields. You can export and import saved Views, Titles, Colors and Output Settings. You can customize reports generated by Estimate using External reports. External References allows you to open external programs with Estimate.

Sends job data to InEight Platform Integration. You can continue using Estimate during the publish and will be notified after the data has been sent successfully.