Step by Step — Adjust take-off quantities

  1. From the Estimate tab, select Cost Breakdown Structure (CBS).

  2. In the Forecast (T/O) Quantity column, the Forecast (T/O) Quantity is brought over from the Pay Item & Proposal Register, but here you can adjust it if needed. Practice adjusting the Forecast T/O quantity of one of your cost items.

    • For this example, we’ll change Clearing and Grubbing to 15.00 Acre and Excavation to 40,000 CY.

Step by Step — Create a subordinate cost item

  1. From the Estimate tab, select Cost Breakdown Structure (CBS).

  2. Right-click on a cost item and select Insert Subordinate.

    • This creates a new subordinate cost item below your selected cost item

  3. For the subordinate cost item, enter a description.

  4. Add a quantity and select your Unit of Measure.

    • For this example, we’ll insert a subordinate under Clearing & Grubbing for Clearing

      You can create a subordinate at the same level, by right clicking on an equal-level cost item and selecting Insert.

Step by Step — Define a plugged cost

  1. From the Estimate tab, select Cost Breakdown Structure (CBS).

  2. Right-click on the row header for a cost item and select Open.

  3. In the Cost Source drop-down field select Plug.

  4. In the left section of the cost item, select the Plug tab.

  5. Click in the Unit cost or Total cost field for a cost category and type in a Numeric Value.

    • For this example, on the Mobilization cost item, we’ll add $10,000 in the Total Cost field for both Labor and Owner Equipment.

Step by Step — Add cost detail

  1. From the Estimate tab, select Cost Breakdown Structure (CBS).

  2. Right-click on row header for a cost item and select Open.

  3. Select the Detail tab.

  4. A blank row is available to define your costs. With your cursor in the code field, click the Resource Selection icon to open the Resource Selection Register.

  5. Select a resource tab (e.g., Labor).

  6. Select a resource.

  7. Select OK.

  8. Repeat the steps to add additional resources as needed.

  9. Click in each resource’s quantity field to change their quantity as needed.

  10. From the lower-right section of the form, select the Production tab.

  11. Type a numeric value in the Days field, then press Tab.

  12. Click OK to close the record.

    • For this example, we’ll add cost detail to the Clearing cost item, adding the following labor and equipment resources and production value:

Step by Step — Define cost detail by adding an assembly

  1. From the Estimate tab, select Cost Breakdown Structure (CBS).

  2. Right-click on the row header for one of the cost items and select Open.

  3. Select the Detail tab.

  4. With your cursor in the Resource Assembly field, click the Resource Assembly Selection icon to open the Resource Assembly Selection Register.

  5. Select an assembly, then click OK.

  6. Because this crew includes duration-based resources, you need to enter a Production value. Select the Production tab.

  7. Type a numeric value in one of the production fields (e.g., UoM/day), then press Tab.

    • For this example, on the Grading cost item, we’ll add a Grading assembly with a production value of 1 Acre/Day.

Step by Step — Adjust shift arrangements

  1. From the Estimate tab, select Cost Breakdown Structure (CBS).

  2. Right-click on the row header for a cost item and select Open.

  3. Select the Cost Item Setup tab in the lower-right portion of the form (the tab name may be abbreviated).

  4. In the Default Pay Rules data block, adjust your Composite Wage Scale as needed.

  5. Under the Composite Wage Scale, adjust the number of hours and paid as needed

  6. In the Default Shift Arrangements data block, make changes as needed.

    • For this example, we’ll make the following changes on the Clearing cost item:

      • Composite Wage Scale – 80% Scale 1, 20% Scale 2.

      • For every 10 hours worked, pay 10 hours.

      • Default Shift Arrangements – Change Work Hours per Shift to 10.

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Step by Step — Suspend a Cost Item

  1. On the Cost Breakdown Structure (CBS) Register, select a cost item.

  2. Right click on the selection and select Toggle Suspended from the menu.

    • You can also select Toggle Suspended under the Edit section of the Actions tab up above

    • You can also suspend cost items by checking the Suspend checkbox on the Cost Item Setup tab of a cost item record

    • If a superior cost item is suspended, its subordinate cost items are automatically suspended as well

    • The costs associated with these cost items will no longer contribute to the estimate

Step by Step — Unsuspend a Cost Item

  1. On the Cost Breakdown Structure (CBS) Register, select a cost item.

  2. Right click on the selection and choose Toggle Suspended.

    • You can also select Toggle Suspended from the Edit section of the Actions tab

    • You can also unsuspend cost items by unchecking the Suspend checkbox on the Cost Item Setup tab of a cost item record