Split Cost Items

You have miles of trench work that you need to break up into phases. You have already defined this trench cost item and entered the details defining the total cost to perform the work. You can split this cost item into 4 phases of work by using the Split feature.

The Split feature changes your Cost Breakdown Structure. Before performing these steps, be sure you have the correct cost item selected for splitting and whether or not the change is needed.

Step by Step — Split Cost Items

  1. From the CBS Register, select the cost item you want to split.

  2. From the Ribbon, select the Actions tab.

  3. Under the Edit section, select the option.

  4. When the Split Cost Item data box appears, enter in the number of parts that you want to split the selected cost item into.

  5. Select OK to copy the previously selected cost item into 4 subordinate cost items with the same description.

    6. If there are subordinate cost items in the split cost item, those subordinate cost items are then copied into each of the 4 new cost items. The cost item Total Forecast (T/O) Quantity is divided into 4 even quantities. This subsequently divides the cost into 4 even amounts. Add the incremental Phase title to the description of the 4 new subordinate Cost Items to identify them later.

Split by Cost Type

It is common for an estimate to progress through multiple levels of detail. Often a high-level estimate for a particular scope of work consists of a single cost item inclusive of the entire cost of that work in a single line item. As the estimate is further refined, more detail is added and at times it can become necessary to split a cost item by the four main types of costs that make it up, such as separating the material cost from the installation cost.

The Split by Cost Type feature gives you the ability to select a cost item or a collection of cost items, and then separate any of the labor, equipment, material, or subcontract costs into separate cost items.

  • Right click on a new Cost Item under Guardrail Type 2, and select Split by Cost Item. You can use this option if there at least two types. If not, you will get this pop-up:

    Alternatively, click on Split.

  • Enter the number of parts to split and click OK

  • You will be asked if you want to proceed.  If so, click Yes

The end-result will automatically add subordinate rows which you can now edit.