Add job management & equipment costs

In your job, from the Estimate landing page, select the Cost Breakdown Structure (CBS).
Double-click on the row header of the Job Management & Equipment indirect cost item.
Add resources by clicking in the Code column and selecting the Icon.
Select the Production tab.
Enter a production value.
Click OK to close the record.
- For this example, we'll add the following resources and production:

From the Estimate tab, select the Cost Breakdown Structure (CBS).
Right-click the row header of the General Expense row header and select Open.
- You could add existing resources here, but in this case, you will create an ad hoc resource.
In the first blank row, enter a description, quantity and unit of measure.
Click on (highlight) that row, and then click the Resource Employment Breakdown tab.
Type a numeric value in the Undefined Supplies cost category.
Click Ok to close the record.

For this example, we’ll add General Office Supplies, 1 Lump Sum, $1,000 in the Supplies category.

From the Estimate tab, select Cost Breakdown Structure (CBS).
Right-click on the row header for any cost item and insert Dependent cost Item.
On the resulting Attention prompt, select Based on Bond Table.
Click OK.
Right-click on the Prime Bond row header and select Open.
Use the Table Name drop-down to choose a table (e.g., Example: General Construction).
Click OK to close the record.

From the Cost Breakdown Structure (CBS) Register, right-click on the row header for any cost item and select Insert Dependent Cost Item.
On the resulting Attention prompt, select Based on Job’s Price.
Click OK.
Double-click on the Price % Add On row header to open the record.
The Price % Add-on Record opens to the Description tab. Type a description in the Description field and enter a numeric value for rate.
Click OK to close the record.

For this example, we’ll enter a description of Office Overhead and a rate of 4%.

From the Cost Breakdown Structure (CBS) Register, right-click on the row header for any cost item and select Insert Dependent Cost Item.
On the resulting Attention prompt, select Based on Direct Costs.
Click OK.
Double-click on the Direct Cost Add-On row header.
On the Description tab, type a description in the Description column.
Press the Tab key (you can define additional rows for other add-on costs as needed).
Click on the Dependency tab to see what contributes to your subject cost.
For this activity, leave the default (lower) button selected.
On the Cost Breakdown tab on the right, add an add-on rate (percentage) or cost at any of the cost category levels you need.
- This updates the Total Cost (Forecast) of your item on the Description tab
Click OK to close the record.
- For this example, we’ll create a new Direct Cost Add-On, giving it a description of Small Tools with a rate of 10% on the Labor cost category

Let’s walk through a specific scenario for this step by step.

At the bottom of your CBS, create an indirect cost item called Job Overhead with a Forecast (T/O) Quantity of 1 and Unit of Measure of Each.
Add two subordinates under the new cost item named Job Trailer and Utilities. Job Trailer is 1 Each but change Utilities to 1 Lump Sum.
Open the Job Trailer cost item by double-clicking on the row header.
- Assuming there is no Job Trailer in our Resource Rate Register, you will create this resource “on the fly”.
In the Detail grid, click on the Resource Register icon in the Code field as if you were going to select from the Resource Rate Register.
On the Resource Rate Register, click the Rented Construction Equipment tab.
Right-click on one of the Line Items and select New to add a new resource.
Enter a Resource Code of RJT and description of Job Trailer.
In the Amount column enter 25 for the Rented Equipment category.
Click OK to close the Resource Rate Record.
Select the new resource you created, then click OK to return to the cost item record.
On the cost item record, adjust the Job Trailer quantity to 2.
On the Production tab, enter 70 days.
Click OK to close the record.
On the CBS register, select the Utilities cost item by double-clicking on the row header.
Create an ad hoc resource on this cost item called Electricity, which will be 1 Lump Sum.
Finally, go to the Resource Employment Breakdown tab and enter 1500 in the Custom Category1 row.
Click OK to close the record.