Create a new job from scratch

  1. From the Backstage view, select to create a new job from scratch.

  2. In the New Job dialog box, click in the Core Project field to select a Platform job from the list.

  3. Modify the Code field as needed.

  4. Enter a description of the job in the Description field.

  5. Determine if you want to select the Auto-Update Job in Connected Analytics check box.

  6. Click OK to create the new project.

Step by Step — Set Up Job Level Security

  1. On the Job Properties > Security tab, select the Restrict access to this Job… check box.

    • Notice the checkbox to “Allow ALL users with Bid Wizard access to use this job as a source” is checked by default. Make sure to keep this checked as well

  2. Click the Add Users / Groups button to add users.

  3. In the Select Users or Groups dialog, type the email addresses for those that need access and then click OK.

    • If you don’t know the email address, you can type the name of the user, and click the Check Names box to find the appropriate user

    • The job can now only be opened by those listed under Users allowed in this job

Step by Step — Shift Rate Calculator

  1. On the Job Properties > Cost Basis tab, select the Shift Rate Calculator button.

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  2. For Shift 1, type a number value of hours in the Monday through Friday Work Hours fields.

    • You can enter up to three shifts for the project
  3. For Shift 1, type a number value of hours in the Scale 1 fields.
    • Scale 1 will be your regular time and Scale 2 will be any overtime

  4. Enter a number value for hours in the Scale 2 fields (just Monday through Friday).
  5. For Shift 2, type a number value for hours as you did above in Step 3.
  6. Click OK.

    • Now you have a blended shift arrangement, and your labor rates are a blend of 64.18% straight-time and 35.82% overtime

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Step by Step — Import Filtered Resources

  1. In your Job, go to the Job Properties > Cost Basis tab, select the Labor Rate resource type.

  2. Under Resource File Description, select Standard Labor Rate File.

  3. In the Geographic Area, select an Area.

  4. For Wage Zone (Work Center), select a Wage Zone.

  5. For Organizational Category, select All.

  6. Follow the same steps for the remaining resource types.

  7. Select the Import Filtered Resources button to bring your selected resources into the job.

    • For this example, we'll select the following filters for the Labor resource type:

Step by Step — Enter Fuel Costs

  1. In your job, open the Job Properties > Fuel Cost tab.

  2. In Cost Per UM column, enter a dollar amount into the following:

    • Diesel

    • Gas & Gasoline

    • Off Road Diesel

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  3. Currency should read U.S. Dollar and UM should read Gallon.

Step by Step — Create a Pay Item

  1. Open your job and select Setup tab >Pay Item & Proposal from the InEight Estimate landing page.

    • The Pay Item & Proposal Register displays

  2. In the Pay Item Number column, in the first blank row, type a number value.

  3. Use the Tab key to move to the Description column and type a description.

  4. Leave the Pay Quantity at 1.00 and change the Unit of Measure to LS (Lump Sum).

    • The Forecast (T/O) Quantity will auto populate to match your pay quantity, but can be changed later

    • You can tab to the next row to create additional pay items if needed

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