Estimate IN THE CLOUD 24.9 Release Notes

General release is available starting 07-OCT-2024.

Updated 07-OCT-2024

InEight Schedule Integration

Estimate and InEight Schedule integration - You can now select InEight Schedule as your integrated schedule in Estimate. Read more

In the CBS of your Estimate job, you have the option to mark items as scheduled. You can also mark those items to roll up. For example, you can select Civil and Piping Systems as shown in the image below.

With the scheduled items selected in Estimate, in Schedule you can add a new schedule to the workspace project linked with your estimate using the Add new schedule from Estimate function.

After the new schedule is created, you can then start to add activity relation logic to your items to schedule the job.

In Estimate, you can sync the Schedule updates with your Estimate job using the Update Estimate from InEight Schedule function. The Estimate job is updated with Schedule’s activity relation logic changes.

In Schedule, you can update changes made to your Estimate job, such as updating roll-up selections, using the Update Schedule From Estimate function in Schedule.

Total cost values from Estimate also integrate with Schedule. This lets you conduct cost risk analysis based on the risk and opportunities in the estimate process.

On the Cost Risk page, you can import cost risk items from the Schedule WBS structure created through the Estimate integration and start running cost risk simulations for management review. For more information, see the new InEight Schedule Integration topic.

Job Properties

Notes field for estimates - A new Notes field has been added to the Estimate job properties page to add additional estimate related information. Read more

In addition to the Project Notes field, which is maintained in InEight Platform, the Notes field can be used to provide additional information for individual estimates. When you create multiple versions of an estimate for the same project, the estimate notes can help provide additional information as to why there are different versions of the same estimate. For example, you can enter This version is per addendum #1 or This version is per a specified design change, or This version of the estimate is incorporating last minute changes.

The image below shows the Estimate Notes and Project Notes fields.

Section	Type	Description
Notes	Freeform	This section lets you add, edit, or delete job related notes.
Project Notes	Read-only	This section syncs with the Notes field in Platform’s project details and is read-only in Estimate.

For more information, see Job Properties in Project Setup.

Foundation Setup Data

Copy foundation setup data from a template - You can now copy updated foundation setup data such as account codes, tags, work breakdown structures, and work group tags from a template job to your estimate. The Copy data from another Job action includes jobs marked as Is Template. Read more

After you create a job from a template and the template is updated with new data, you can copy the new foundation template data using the Copy data from another Job action. In Setup > Foundation Setup Data > Copy data from another Job, select a job template to copy its foundation data.

This functionality already exists for non-template jobs. Previously, the Copy data from another Job function excluded the jobs marked as Is Template from the process. The Copy data from another job function also supports copying standard tables, resources, and resource assemblies from templates.

For more information, see the Templates topic in Data Reproduction.

Add New Projects for Estimates

Add projects permission extended beyond root level - The Add projects permission has been extended to level 1 and level 2 role users for root and sub-organizations. Now, you can create your own projects in Platform. Read more

When you are assigned a Level 2 – Organization Admin role or a Level 1 – Project Admin role with the Add projects permission selected, you can now create new projects within the assigned root or sub-organizations in Platform.

For example, previously you would have to rely on Level 3- Account Admin role users to create Platform projects in root organizations, limiting you to link Estimate jobs to existing Platform projects that were not applicable to your Estimate jobs.

Now, you can create new projects in a node of the organization dedicated to estimating, permitting estimators to create and manage projects for the opportunities they are pursuing while allowing the rest of the organization to maintain a higher level of security over active projects. For more information, see the new Project Creation topic in Project Setup.

Job Register

Updated Data Version and new Upgrade Required columns in the Job Register - The column labeled Version has been updated to Data Version to help identify the data version of the job, and a new Upgrade Required column has been added to identify whether an upgrade is required for the job. Read more

The Data version column shows the current data version that might be different from the Estimate application version.

The new Upgrade Required column identifies jobs that require an upgrade to match the current database version before they can be used in the application. The jobs that require an upgrade have the check box selected. For more infomration, see the Data Version and Upgrade Required Columns section in the Job Creation topic.

Estimate API

Release 24.11 Estimate API deprecated fields – In Release 24.11, location, city, state, country, latitude, longitude, forecast start, forecast finish, and duration fields will be deprecated in the Estimate API and will no longer be available to provide data. Read more

The fields will no longer be maintained in Estimate and are instead maintained in InEight Platform. If you have integrations that read or write data to any of these fields, you will need to modify those integrations to instead use the Core Projects APIs in the InEight API Developer Portal for the corresponding InEight Platform project fields (Address1, City, RegionISOCode, CountryISOCode, Latitude, Longitude, ForecastStartDate, ForecastEndDate, ForecastDuration).