Library Overview
The Library is where you set up and maintain master information that imports into your projects, including resource rates, tags, units of measure, cost item assemblies, and master breakdown structures. It is also where security roles and permissions are configured.
You access the Library from the Backstage view in Estimate. Click on the Library link to open.
You can also access the Library by clicking on the Library icon, when on the InEight Estimate landing page.
When the Library opens, you see ribbons available under the main menu tabs. Each Menu tab has unique sections which hold the necessary forms. In this lesson you will learn about each tab and their components.
Library Tabs
The Library has four tabs which organizes the forms under sections. The tabs are:
-
Setup
-
Estimate
-
System
-
Integrations
The Actions and More Actions tabs appear when you open a register and contain functions for the register you have active. .
Setup Tab
Name |
Description |
|
---|---|---|
1 |
Job Properties |
The job properties maintained in the library will serve as the default settings for any new estimate that is created from scratch. When creating a new job it will inherit all the job properties set in the master library. |
2 |
Foundation Setup Data |
A master set of account codes, tags, and units of measure. When a new folder is created, the master set is automatically copied from the Library to the new folder. |
3 |
Address Book |
Used to store and maintain all information pertaining to the companies with whom you work and contact regularly (subcontractors, vendors, architects, etc.). |
4 |
Trench Calculator |
Stores and maintains common trench configurations that are used from project to project. |
5 |
Shift Rate Calculator |
Allows you to set up shift rate configurations that you can access at the project level. |
6 |
Resources |
Opens the Library Resource Rate Register where you can create and edit all resources and resource cost details available for import into your projects. |
7 |
Most Used Resources |
For quick access to the Labor, Equipment and Materials tabs of the Master Resource Rate Register. |
8 |
Resource Assemblies |
Takes you to the Library Resource Assembly Register where you can set up resource assemblies to import into individual projects. |
9 |
Cost Item Assemblies |
Cost Item Assemblies are predictive models to quickly and accurately estimate elements of a job that can be repetitive in nature on the job or from job to job. |
10 |
Standard Tables |
The Standard Tables are used to create and/or list job-level table data that is accessible by any of the Cost Item Assemblies that exist in a job. The Standard Table Record allows the user to create and or modify a Table record. The Standard Table Register lists all the job level tables created / available in the project. |
11 |
User Roles |
Opens the Register where you assign users to a role which can include the forms, tabs and menu commands to which each role has access. The user names that are used when setting up your User Profiles come from Active Directory, and they are the user names that each user uses when logging onto his/her personal computer. |
12 |
Access Control |
Allows you to customize your system permissions by restricting destinations or commands that only designated roles should have access to. |
13 |
Reports |
Opens the Reports window, where you can access all system reports and configure the default report settings. |
Estimate Tab
Name |
Description |
|
---|---|---|
1 |
Cost Breakdown Structure (CBS) |
Opens the Library Cost Break Structure register, where you can define the CBS that will automatically import when a new project is created. |
2 |
Account Code Utilization |
Used to roll estimate line items into an account code hierarchy and benchmark against historical projects in a way that is consistent across projects. |
3 |
Work Breakdown Structures |
Opens the Library Work Breakdown Structure register, where you can define additional Work Breakdown Structures that will automatically import when a new project is created. |
4 |
Master Workbook |
Opens the master Microsoft Excel template which will be embed into each new estimate job folder. The cells in the embed excel workbook can be linked to send information to or from InEight Estimate Fields. |
5 |
Indirect Cost Items |
Takes you to the Library Cost Breakdown Structure Register where you can edit and define indirect cost items. |
6 |
Job Finance |
Takes you to the Library Cost Breakdown Structure Register where you can edit the Job Financing cost item. |
7 |
Price % Add On |
Takes you to the Price % Add On record, where you can define the price % add to be included in the Library CBS. |
8 |
Prime Bond |
Opens to the Library Prime Bond record where you can define the bond tables that will import automatically when a new project is created. |
9 |
Reports |
Opens the Reports window, where you can access all system reports and configure their report settings. |
System Tab
Name |
Description |
|
---|---|---|
1 |
Customize |
Window to customize the field titles that are displayed throughout various screens in the system, including all cost category titles, user-defined Tags, and more. |
2 |
Saved Views |
Allows you to save your views onto a disk or load from a disk. |
3 |
Titles |
Allows you to save titles onto a disk or load from a disk. |
4 |
Colors |
Allows you to save your colors onto a disk or load from a disk. |
5 |
Output Settings |
Allows you to save your output settings onto a disk or load from a disk. |
6 |
External Reports |
Menu to not only generate reports created by Estimate, but also to open programs, folders, documents, reports, or Internet resources with the associated program. |
7 |
External References |
Allows you to open programs, folders, documents, reports, or Internet resources with the associated program. |
8 |
Help Section |
Offers you links to Estimate’s general Help menu, information about Estimate (i.e., version number, system information, tech support, etc.), What’s New in the new version, and InEight’s external website. |
External Reports
The External Reports menu lets you generate reports created by Estimate, and also lets you open program files, folders, documents, or other internet resources.
Each menu item can be added to the External Reports menu. Upon selecting one of the menu items, the associated program, file, folder document or URL will open, as defined by the command entered in the Open column.
To add a new menu text, first select the Add button and enter in a name in the Menu Text field, then type in the location of the new Menu text under the Open field.
Customized Job Folder Tags match the view of the fields in the Job Properties form.
Integrations
Name |
Description |
|
---|---|---|
1 |
Publish Estimate to a New Project |
Lets you publish an estimate job to a new project. This requires the installation of the data provider plug-in. |
2 |
Publish Cost Items to Active Project |
Lets you publish cost items to an active project. This requires the installation of the data provider plug-in. |
3 | App Logs | Lets you open the Estimate application logs in Project Suite, view log details, and export to Excel. |
App Logs
The InEight Project Suite App Log lets you drill down to the Detail level which helps you find, analyze and solve application errors.