Estimate in the Cloud refers to InEight's hosted estimating solution on the InEight Cloud Platform.
Estimate on-premise refers to InEight's estimating solution deployed in a customer's local environment.
Major Release Notes - Estimate 22.10
Estimate in the cloud
In this release, no features were added but technical improvements were made in the background to enhance your experience in Estimate.
Previous Release Notes
Merge Cost Items – You can now merge selected cost items together in the CBS, which helps to simplify the structure of an estimate. Read more
Merging cost items in the CBS can make the arrangement of an estimate more manageable, reduce the amount of excess details, and improve efficiency when preparing to transition the estimate for project execution. The level of detail needed in the estimate phase might not be needed in the budgeting and project execution phase of the estimate. Merging cost items lets you transform the structure of the estimate for the purposes of conforming it for budgeting and tracking progress.
You can merge cost items by selecting the parent cost item to merge other cost items into it. In case of a merge conflict, such as attempting to merge two cost items with different tag values, the tag value of the parent cost item is used. The Merge Cost Items action is enabled only for superior cost items that contain terminal cost items. To merge cost items from different locations in the CBS, first move them under a single superior cost item, then click Merge Cost Items in the Actions menu.
The Cost Item Merge Dialog dialog box is designed and functions much like the Cost Item record form. When merging cost items, the superior and subordinate cost items become the source of the merge operation.
The CBS code located at the top left of the window is the new CBS code after the merge is executed.
After you merge cost items, all subordinate cost items quantities, costs, productivity rates and crew compositions are combined into a single parent cost item.
You can add details of the merge changes to the Notes section of the merged cost item. The option to add these notes can be found in the top right section of the Cost Item Merge dialog box.
Job Created by and Source Job fields in Job Properties – The Job Created by and Source Job fields now update with current data for copied jobs. Read more
Auto-include Jobs in Connected Analytics/Datawarehouse – When you create a new job, you can now choose to auto-update the job in Connected Analytics. You no longer need to manually select the Connected Analytics option to auto-update it. Read more
Estimate Dashboard Calendar View –The Estimate Dashboard now includes a calendar view tab that shows a list of upcoming project bids by month, week, day, or list view. Read more
Schedule Cost Risk Export –You can now generate an InEight Schedule Cost Risk Excel file that allows you to import it into Schedule Cost Risk view and produce risk adjusted estimates. Read more
Print preview window is non-modal – The Reports print previews now opens in its own tab in the Report Dialog. Read more
This lets you keep the report open while continuing to use other parts of the application. Previously, the report preview opened in its own modal window, which required you to first close the preview window before navigating to another part of Estimate.
You can also undock and float a report on a different form, or you can tile it side by side with another register to view and compare them. Previous to this version, the modal window made it difficult to compare information contained in the report with information appearing in the application.
Print preview ribbon – The Print Preview menu is now displayed on its own ribbon. Read more
Cover Sheet fields and Job folder tags can be used in report headers and footers – In addition to the existing job code and job description tags in Job Properties, you can now use the Cover Sheet fields and Job Folder tags for your headers and footers in all standard reports. Read more
Additional tag values such as contract numbers, work order numbers, PO numbers, company logos, or any other tag fields can also be included. These additions help you customize headers and footers to give the recipients more transparency in the reports.
A new Header and Footer field menu has been added to the left of the Page Header and Page Footer grid, for all standard reports. This lets you choose which fields from Job Folder Tags and the Cover sheet to include in your report.
You can customize your header and footer layout settings, save them, and re-use them in other reports.
Apply custom Layouts and Headers/Footers to register reports –You can now apply custom Layouts and header/footers to register based reports. Read more
Upon saving a view in any register, select the option to save it as a corporate view and include the view in the reports dialog box.
When selecting a Saved View from the Reports register you can use the Print tab to customize the printing preferences, use the Grid Options tab to change the font type/size, use the Layout tab to modify the design style, and use the Header/Footer tab to insert a header and footer to your report.
When you click on the Run button it will create a new register-style report. You can modify the layout or header/footer directly in this register. You can also toggle between any of the four other tabs to make modifications and see the changes on the saved view report. Previously, only predefined reports permitted header, footer, or layout changes.
Additional options available in the Standard Proposal Report –The Position Code is now an optional field to display on the Standard Proposal report, giving you additional flexibility in determining which key fields to include, such as the pay item number column. Read more
Since this report is intended to be used as a bid form, and distributed to other clients, partners, and contractors, these new options help you determine which key fields you want included and shown.
Additional cost item tags and new user defined fields in the Quote Record register –The tag fields in the Quote Record registers Cost items tab increased from 10 to 25. 15 new User Defined fields are now added to help you to sort, filter, and group on selected quote records more efficiently. Read more
Resource Employment register’s additional user defined fields –The Cost Item User Defined fields in the Resource Employment register increased from 10 to 15. Read more
Source System Name field added to the Resource Rate register –A new column called Source System Name has been added to the Resource Rate register to better understand the source of the data when integrating with other systems. Read more
Estimate is now available as a hosted solution on the InEight Cloud Platform – In addition to the existing on-premise (client/server) Estimate software product, InEight now offers the Estimate in the Cloud product for new customers, which focuses on a software licensing and delivery model that is subscription based and centrally hosted. Read more
Estimate in the cloud now joins the InEight cloud platform to enhance the holistic cloud project management software offerings. Some of the many benefits of Estimate in the Cloud as a hosted solution include the following.
It is part of the InEight cloud platform, which consists of many other InEight solutions like Control, Plan, Progress, Contract, Change, and more
Users do not have to deploy and maintain any additional hardware or infrastructure
Software updates are automatic, reducing any need to download any updates and apply to any servers or clients
Web-based access to the application improves the user authentication process and simplifies a user’s ability to access the application
It uses InEight’s Connected Data Analytics to help make real-time decisions, gain visibility into metrics, KPIs and trends, thus driving continuity in operations
Estimate in Project Suite - Accessing the Estimate application in the InEight cloud platform first requires authentication in InEight Platform. Read more
Platform’s primary function lets you connect and share data between all Eight applications involved in managing a project. This allows project management workflows to pass between jobsite, field office, and front office seamlessly in a consistent and standardized user interface.
The InEight portfolio of products runs on the Microsoft Azure platform which has data centers throughout the world.
Additional information for Platform authentication can be found on learn.ineight.com, which describes first-time sign in instructions for setting up preferences such as language preferences and date formats and the acceptance of a user agreement.
After selecting a project from the home page, Estimate can be accessed by opening the Main menu in Platform and then selecting Estimate, or by clicking on the Estimate tile.
If you are accessing Estimate for the first time from the Main menu, you must first install the Estimate launcher, which subsequently lets you launch Estimate.
Install Estimate Launcher - First time use
After selecting Estimate from the home page for the first time, click Download to access the Estimate Launcher file.
The EstimateLauncher.msi file shows.
Opening the EstimateLauncher.msi file brings up the InEight Estimate Launcher Setup window. Click the Next button to start the one-time Estimate Launcher download, then you can launch Estimate from the home page.
Click Finish to complete the Estimate Launcher Setup installation.
Select Estimate again to start the one-time Estimate Launcher, which extracts the required files to launch the Estimate application.
Launch Estimate – Subsequent use
Launch Estimate by selecting Estimate from the Main menu.
Estimate in the cloud looks and functions much like Estimate on-premise. For example, opening a job from the landing page brings you to the Cost Breakdown Structure register, or the register designated as the start page in the application settings.
Automatic Updates - When you are ready to connect to the Estimate application, a detection is made to check if you have the latest version of the client application installed. Read more
If an older version is detected, it is automatically upgraded to the latest version. This detection of the client version and automatic updating reduces the amount of maintenance that is typically required with an on-premise installation because system administrators no longer have to coordinate and install application updates on all of their users workstations, rather the system now ensures that client machines are running the most recent update of the application and installs it automatically if needed.
Estimate in the Cloud has an environment indicator located at the bottom of the Estimate page, which can be configured in Project home > Settings. This helps users know which environment they are working in.
User Roles and Access Control - This functions differently but with a similar purpose in Estimate in the Cloud. In Estimate in the Cloud, roles are no longer created using Windows Active Directory users. Read more
User roles are created and maintained in Platform. A user’s role is authenticated when they log into Platform, and based on the Launch Estimate permission set to that user’s role, the system determines if the user is authorized to launch the Estimate application.
To provide users with permission to launch the Estimate application, users must be assigned to a role where the Launch Estimate permission is checked. This permission is found in Platform on the Roles and Permissions page in the Estimate blade of the Permissions section.
Users can then be assigned to that role on a project or in an organization. Assignment is done in Platform on the User Management page by editing a user and modifying the settings under the Roles tab..
A single user can have different roles on different projects. For example, the same user might be an estimator on project A and a field engineer on project B, with each role granting the same user different permissions for different projects. This makes the administration of security and access control more streamlined by enabling administrators to simply change a user’s role on a project rather than modifying all the various permissions in different applications when a user’s responsibilities on any particular project change.
Access Control - For users authorized to launch Estimate in the Cloud, permissions can be granted for application specific commands, destinations and register. Read more
These permissions are defined in the Access Control Register, found in the Estimate Library. Roles can be assigned to all the various Access Controllable Objects. Unlike the on-premise version of Estimate where roles are defined in the application and are based on Windows Active Directory users, Estimate in the Cloud utilizes the roles defined in Platform in assigning permissions to the various commands, destinations and registers. A user’s permissions in the application are granted based on their designated role at the time they launch the Estimate application.
Integration with InEight Explore - Estimate in the Cloud can now integrate with Explore, a connected construction data analytics solution offering construction project dashboards that provide deep, interactive analysis across the entire suite of applications with custom visualizations, metrics, and KPIs.
Estimate dashboard - Estimate dashboard puts critical information on bids and opportunities in one place enabling estimators to gain better visibility into the bids they have upcoming, helping them better manage their time and finish estimates when needed. Read more
It also gives easy visibility into the latest bid results for recently bid projects and indicates bidding trends over time. Providing an easy-to-use dashboard means lead estimators and managers no longer need to extract data out of individual job files, store it inside spreadsheets, or compile data for reports and can better monitor the effectiveness of the organizations estimating workloads in real time.
The Estimate Dashboard can be found by navigating from the Main menu in Platform, under Connected Analytics, expanding Explore and clicking Dashboards. In the Explore dashboard navigation pane, search for the Estimate Dashboard in the list of available dashboards and select it to open the Estimate Dashboard.
Self-Service APIs - Explore provides a collection of self-service API’s and associated documentation for accessing your data from data compliant reporting solutions, such as Power BI or Excel. Read more
Unlock the power of your estimating data and create your own custom reporting solutions to provide better insight into your business. Each Self-Service API comes with comprehensive documentation explaining what data is available, where it can be found in the application and examples of how it can be accessed.
The list of available API Documentation can be found by navigating from the Main menu in Platform, under Connected Analytics, expanding Explore and clicking on API Documentation.
This release of InEight Estimate largely focuses on improvements and more flexibility around the bid pricing functionality, which enhances an estimator's ability to effectively price out various types of bid proposals.
The new pay item hierarchy in the Pay Item and Proposal register allows for grouping of pay items. This helps estimators to more closely match pay items to the bid items provided by the owner. The new pay item price categories give better visibility into how prices are established and provide a breakdown of the prices at the level required for more detailed bid forms. In addition, visibility is provided into the man-hour at a pay Item level. These new features collectively let you more efficiently fill out an owner's bid form and accurately provide the required detailed information.
Improvements such as assigning indirect cost to pay items, including business overhead as markup and selectively marking up pay items provide estimators more flexibility in how markup is spread throughout the Bid allowing them to effectively price their work.
Estimators now have an improved way to track competitive bid information directly in the Competitors tab. In this new register, you can now keep track of submitted bids, as well as record and track bid prices on the individual bid items.
Other improvements to enhance your Estimate experience include an automatic refresh of the Pay Item & Proposal register, the ability to establish pay item prices using billing rates, support for having multiple bond or rate table based dependent items in the CBS, and a new CBS tree navigation mode letting you quickly navigate to a cost item record using the CBS tree hierarchy.
User interaction improvements include a new common navigation slide-out panel which is shared amongst all InEight products, plus, shift rate calculator and production tab window layout improvements.
Pay item hierarchy –Many Bid Forms are organized by grouping bid items for related scopes of work. Pay items in the Pay Item and Proposal page can now be grouped in a hierarchy by utilizing the Position Code column. Read moreWatch video
The Row Number column has been replaced by the Position Code column to provide you with a more efficient way of organizing pay items. The layout of the Pay Item & Proposal form has also been updated to better utilize available screen space and provide more vertical space to accommodate organizing Pay Items in a hierarchy.
Pay item prices by category – Owners are increasingly requiring more and more information from contractors as part of their bid submissions. This often requires the further breakdown of bid prices by indicating prices by category such as labor cost, material cost or man-hours. Read more
New columns can now be added to the Pay Item & Proposal register so you can summarize your pay item prices by up to 10 price categories.
In addition to seeing the price by category, these additional columns also give you better visibility into how the price is established, including columns for the total cost, total distribution, total markup and markup percent. These new columns make it easier to verify that the distribution of unassigned cost and markup are calculated as intended by the estimator.
This helps to classify the scope of work so you can more accurately report on direct vs indirect costs, and better control how markup is spread throughout your bid. This differentiation can be used to more effectively price work based on the risk profile of each segment of cost.
Previously, under various business rules built into the system, the cost segment field was restricted on dependent cost items and for cost items with pay item assignments and was not editable.
Today, it’s now possible to assign any assigned or dependent cost Item to any of the 3 cost segments and provides greater control over where costs exist in the Price Breakdown Structure (PBS).
Additionally, indirect cost items such as the cost of the prime bond or the cost of material escalations, can now be assigned to a pay item, such as mobilization or another type of general conditions bid item. This new flexibility lets you more accurately control the cost basis of bid items and strategically price the work to maximize cost recovery and profit.
Categorize business overhead as markup – In previous versions of Estimate, Business overhead is considered an indirect cost and contributes to the total cost of a project. Now estimators can choose if costs with a cost segment of business overhead should be considered as indirect costs or markup. Read more Watch video
If selecting markup, then Business Overhead is spread in the Markup category of the Price Breakdown Structure (PBS). The Total Markup is the sum of Target Profit and all Items categorized as Business Overhead.
This lets you see the true total cost of the job, including the total markup inclusive of the business overhead. You can also create cost items and categorize them as business overhead, then possibly include itemized overhead costs such as estimating hours or home office expenses.
This enhancement also provides you with added flexibility in marking up your job’s price. Assigned and unassigned columns have been added to the PBS to give you increased visibility and show which costs are assigned and unassigned to pay items. Unassigned costs are spread back to pay items based on the distribution logic set in Job Properties.
When selecting Categorize Business Overhead as Markup:
When selecting Categorize Business Overhead as Indirect Cost:
Selective pay item markup – Estimate makes it easy to estimate the cost of a project and price the work to ensure all unassigned costs and markup are included in the final price of the project. Read more
For markup to be spread to pay items, a weighted distribution method is used as determined in the Job Properties, Pricing tab. It might be desirable for markup percentages to not be distributed, but rather directly applied to the costs assigned to any particular pay item.
In the Job Properties, Pricing tab, the option can be set to keep markup with assigned costs for establishing a pay item price.
Additionally, this option can be used to isolate the markup and apply it only to specific pay items. The following is an example of a dependent cost item being used to mark up the labor of select site work pay items by 25%.
Bid pricing using billing rates – For Cost Reimbursable or time and expense type projects it might be necessary to produce a bid proposal based on the billing rates used in the estimate. Read more Watch video
Bid tabulations – Estimators need a way to track competitive bid information for which the Competitors tab is utilized.
The tab was previously located in Job Properties and is now located in the Pricing tab as its own register. Here you can still add and keep track of companies that have submitted bids, as well as record and track competitor bid prices at the bid item level. This information is useful to analyze competitor pricing for each pay item at the Job level.
Automatic refresh of Pay Item & Proposal register – Often, you must continuously adjust certain pay items, which then rebalance to hit your target goal. The Pay Item and Proposal register now automatically refreshes when a change is made, which triggers updates to a job’s price. Read more
Bond rate dependent cost item improvements – For certain projects, it might be desirable to calculate costs for bond or insurance premiums based upon multiple different rate tables. As such, it is now possible to add multiple bond and rate table based dependent items in the CBS. Read more
For example, in addition to having a prime bond, the job might also require insurance coverage where the premium is calculated using a rate table-based approach. This can now be accomplished by adding another Bond/Rate-table based dependent cost item to the job.
Additionally, bond premiums can now be adjusted by a single amount. This is common when certain requirements are imposed by the contract, such as extended warranty periods. It is common for the bond premium to be established using a standard rate table, then additional charges can be added to the total bond premium amount.
CBS tree navigation mode – The CBS Tree filter shows the CBS hierarchy and is used to help to quickly filter cost items, instead of scrolling the CBS to locate certain cost items. Read more
The CBS Tree Filter now lets you choose between a filter mode or a new navigation mode.
The Navigation mode on the left side of the page provides you with the visibility of your entire CBS structure, as well as giving you the option to navigate throughout the CBS estimate. The Cost Item record can also be tiled next to the tree to make navigating the structure of your estimate easy while viewing all the Cost Item record details at the same time.
Improvements to WBS quantity roll-up – The Quantity Roll-Up feature lets you roll up and derive at the parent item’s quantity from detailed level takeoff quantities, while eliminating the need to manually calculate these roll-up values. Read more
Estimate is now capable of automatically rolling up quantities (versus a manual roll-up) directly in the WBS. A new Auto-Quantity (Roll-Up) field has been added.
When a Quantity Roll-Up code is assigned and the Auto Quantity (Roll-Up) option is checked for the item in the WBS register, rollup of the item's quantity happens automatically. When unchecked, you can manually enter a Quantity for the WBS item. This enables you to better control if the WBS Quantities need to be calculated automatically or entered manually.
MS Project export – If your project’s schedule is integrated with MS Project, you can now export a copy of your MS Project file. Read more
Common Navigation – Access the common navigation slide-out panel by selecting the main menu located on the top left side of the Estimate page. Read more
This enhancement provides a common navigation user experience that is shared amongst all InEight products. The primary intent of this navigation menu is to provide a consistent InEight product experience, with similar Project Suite graphical interfaces, while working within multiple InEight products.
Estimate's on-premise software is authenticated by your Windows login credentials, which is shown below the main menu.
Clicking on Explore Products takes you directly to the product page on Ineight.com. This is where you can learn more about the benefits of each product, along with common challenges for owners and contractors, an FAQ, and other related content. Additionally, clicking on InEight Learning and Support link takes you to either the Knowledge Library, Online Training, and a link that takes you directly to InEight Support.
The InEight.com link takes you to various InEight resources such as customer stories, blogs, and webinars.
Shift rate calculator – The Shift Rate Calculator window has been improved to show the work shift days, hours and scales in more of a spreadsheet grid-like style. Read more
Production tab – The Production Rate tab in the Cost Item Details window has been improved to show the duration and quantity driven resource columns, in more of a spreadsheet grid-like style. Read more
The refinement of this upgraded window makes it easier to read the values in the grid across all the columns.
Job Created by field –The Job Created by field has been moved from the Job Properties - Security tab to the Overview tab so it is more apparent who created the job when working in Job Properties. Read more
This release of InEight Estimate focuses on improving the workflow and efficiency of many features. A new feature, Quantity Roll-up, was added that lets you to quickly roll up quantities for cost items and WBS items, which improves workflow and removes redundancy. The new Resource Employment register provides a flat list of all employments allowing you to easily make updates. Other improvements include the upgraded find panel in register and records grids that enhance search results. Improvements such as retaining productivity rates and showing productivity drivers in the CBS register will improve your ability to analyze your estimate.
Estimate help content has also been upgraded to a web-based help system. The web-based help content includes a better search function as well as an upgraded user interface, which makes finding the content you need a much easier experience.
Other enhancements were made that improve your Estimate experience, including the Bid Wizard, Bond Table functionality, and a new filtered view to identify unquoted items in the Quote Compare & Award register.
Quantity Roll-Up – The Quantity Roll-Up feature lets you roll up and derive at the parent item’s quantity from detailed level takeoff quantities, while eliminating the need to manually calculate these roll-up values. The parent item’s quantity is calculated by calculating the contributing subordinate cost items/employments quantities based on the Quantity Roll-Up codes. This ensures the parent item’s quantities are automatically updated when the contributing subordinate cost items/employments quantities are updated. Read more
To assign a Quantity Roll-Up code, select a cost Item in the CBS and then select the Quantity Roll-Up code that you want assigned to the cost item in the Quality Roll-Up dialog box. Next, select all the contributing subordinate cost items/employments to update their Quantity Roll-Up code to match the cost item’s Quantity Roll-Up code. A contributing indicator () is provided so you have better visibility into the items that are contributing to the cost item’s quantity. You can now preview the resulting forecast (T/O) quantity for the cost item before committing the update in Estimate.
Quantity Roll-up codes can also be assigned to the Work Breakdown Structures. Assigning these codes to WBS items, auto-calculates the quantities for the WBS items based on the contributing subordinate items. This removes the redundancy in manually calculating and entering the quantities for the WBS items.
Updating the quantity of Resource Employments now automatically updates the quantity of the Cost Items which, in turn, updates the quantities of the WBS items. This now allows users to quickly determine their cost per unit of work allowing them to better analyze their Estimates.
Resource Employment register and record – The Resource Employment register and Resource Employment record have been added to let you easily work with all resource employments for an estimate without the need to filter the CBS register down to specific employments. Read more
The Resource Employment register also provides you with better flexibility in performing bulk operations, such as editing multiple records at once. You can use the fill-down feature to quickly update data for all resource employments. You can also use the standard register functionality such as sort, group, or filter on the employments to ensure there is consistency.
The Resource Employment record provides you with a concise view of all data related to a single record and lets you customize the employment separately from the Resource Rate Record in the Job Library.
Improved Find functionality – The improved Find feature now lets you search across all columns with a single operation. Read more
The matching results are then highlighted, and a scroll bar annotation is provided to indicate the rows in the grid containing matches. This allows you to easily go to the search results in the register.
The new find functionality also includes the flexibility to perform more precise search criteria using various syntax such as a plus (+) or a minus (-) before specific words to be included or excluded in the search, such as RCP +Pipes or RCP -Pipes; quotes to search for full phrases, or “RCP Materials”; and : to prefix the search operation with the name of the specified column to search, such as Description: Pipe.
RFQ improvements – When sending out requests for quotes (RFQ) on a bid, it is essential to be able to effectively communicate the project requirements to potential subcontractors or suppliers to ensure you have good quote coverage within your estimate. Read more
InEight Estimate spreadsheet option – Estimate now supports the option to use a spreadsheet control for those that do not have the on-premise version of Microsoft Excel installed. Read more
Web-based help content – To improve the usefulness of the help topic content, the Estimate help content has migrated from an in-product help file to a more modern web-based help content. Read more
This provides the benefits of a more modern look and feel, better search ability, and navigation. The web-based help content now supports real-time updates to the product’s help content.
This new solution will also provide you with a portal into more resources relative to the topics being searched. Such topics include additional resources, training materials, courses, and videos that are all offered by InEight.
Store productivity rates – Estimate now retains the productivity rates for a cost item when its quantity is set to zero. Read more
This provides users more flexibility when copying items from templates or other jobs and easily being able to identify items that are yet to be estimated. Users can now keep estimated a scopes of work in the estimate with a zero quantities until the estimated quantity becomes known and is updated.
Updating the cost item’s quantity to a nonzero value, restores the productivity rate and calculates the quantities for the subordinates or employments based on the stored factors, so you do not lose any of the factors or values.
Productivity rate indicator in the CBS register – To easily understand which productivity rate is your driver in the CBS register, a productivity indicator displays which field contains the as-entered value and is driving the estimate for that cost item. Read more
Viewing items without quotes – In the Quote Compare & Award register, new quote item toggles have been added to the View subsection. Read more
In the View subsection you will find the following toggles:
- Viewing All Items
- View Quoted Items
- View Unquoted Items
The All Items toggle displays both quoted and unquoted items in the Quote Compare & Award register. The Unquoted Items toggle displays only unquoted items within the same register. This lets you filter quote items down to those you have received quotes on and the items you have not yet received quotes on but are using in the estimate, so you understand where you have good coverage and where you might need to follow up on outstanding.
Bid Wizard enhancements – The ability to filter, search and select data in the Bid Wizard has been improved. While using the Bid Wizard, the Include option is now left unchecked by default. Read more
When a filter is applied in the Bid Wizard, the Toggle Include All button only selects the filtered list of items instead of all items.
When the filter criteria are modified, the selected items remain checked even if some of the items are not visible in the view. When the view is changed, the selected items remain checked.
Tags and UDF fields have also been added to the Bid Wizard Selection register for the cost items and Pay Item & Proposal selection registers. This will let you filter the list of cost items based on a tag or UDF, improving your ability to find the scopes of work you want to use in the estimate.
Deleting bond tables – A delete bond table button has been added to the Bond Tables page that allows you to delete bond tables that are out of date. Read more
Editable man-hour factors in suspended cost items – With this enhancement you can now edit man-hour factors for a suspended cost item. Read more
Employment details included when swapping resources – When swapping resources, you have the option to select the new Use Default Employment Resources check box. Read more
Currency added to Job Tracking Excel import – Currency has been added to the Job Tracking Excel import. Read more
Nonmodal Report dialog – The Reports dialog is now nonmodal. It is docked along with the other forms. Read more
This release of InEight Estimate focuses on improving the work flow and efficiency in using various features. The improvements in the Quote Management feature will greatly improve a company’s ability to choose the right quotes. Adjustment fields will improve user efficiency as they can quickly make adjustments in the CBS register while being able to review its impact on the estimate. The Repositioning of the dependent cost items will aid in users being able to better visualize and have control on the estimate structure.
Some of the other enhancements to Estimate include, the WBS Tree control, Filter Editor and the functionality to Archive and Restore templates.
Quote Management – Managing Subcontractor and Supplier quotes during the closing hours of the bid can be challenging as much of the risk is in ensuring proper selection of the number to carry in the estimate. The Quote Management enhancements in this release focus on improving a company’s efficiency in entering quotes, aligning scopes and ensuring the selected quote minimizes risk and provides the best value.
The All Quote Groups layout would allow users to see all the quote groups at the same time and make appropriate selections based on a good understanding on how any particular quote group would impact the entire estimate. Features such as duplicating a quote to create new quotes, packing an entire quote and editing quote values in Quote Compare and Award allow users to quickly make last minute changes to the estimate. In addition, features have been added to provide better visibility and flexibility in aligning scopes and being able to perform an efficient comparison of various quotes. Read more
All Quote Groups layout
The Quote Comparison & Award form now includes the layout option All Quote Groups. Previously, you were only able to filter the layout of the Quote Comparison & Award form to display either Quote Groups or All Items. Both of these options are extremely detailed. However, it can become a problem if you only want to view the information of each quote group total relative to its contribution to the overall estimate.
With this new view, you can now easily scan through all the quote groups in the estimate and see if you are carrying the most appropriate quote. You can also review the Totals per Quote Group and better analyze the risks in the estimate based on whether the cost is a plug number, detailed estimate or a quoted value.
Some features of this layout include:
- Ability to see the Awarded Total Plug, Detail and Quote amount per Quote Group
- Visibility into the Total Awarded Amount per Quote Group
- Better visibility into the Comparable totals per Quote Groups
- Expand/Collapse individual or All Quote Groups to display the quote items
Edit Mode in Quote Compare and Award form
Quote Compare and Award now provides an Edit mode that will enable you to quickly make last minute modifications to the quote price directly in the Quote Compare and Award form. When in Edit mode, the quote items price, unmodified by the quotes bond cost or special conditions, can be updated.
Users can modify the Unit price or the Extended price for each of the quote items that are not part of the package or marked as Free. The updates made to the quote items in Quote Compare and Award will update the estimate in real time allowing users to quickly see the impact of the changes on the estimate.
Duplicate Quote from Quote Compare and Award form
In this release, you can now create a new quote by duplicating an existing quote from the Quote Compare & Award form. Duplicate Quotes will contain the same scope as the quote that you previously copied.
Adding Notes to the Quote Compare and Award form
Users can now quickly add, edit and view notes for a quote in the Quote Compare & Award form. Having visibility into the notes such as phone conversations with vendor/supplier, needs clarification or notes on other attributes will help estimators in making better decision on who to consider when awarding a particular quote.
Other Quote Compare and Award enhancements
The Quote Compare & Award form contains a few new and notable functions which improves the process of selecting the quote that brings the greatest value to the estimate. These improvements include:
- An Asterisk (*) is displayed on a quote to indicate when that quote includes quote items appearing in other Quote groups.
- Award quotes to Plug or Detail when the Plug or Detail value is zero.
- More information is provided in the Quote Items Tool tip displaying details such as Unit Price, Extended Price, Bond, Taxes, Special Conditions and an indication when the quote item is delta.
- Additional Summary level items have been added to the Configure Totals dialog to providing users more comprehensive quote information in the Quote Compare and Award form. Some of the summary level items are displayed in the screenshot below.
- Position the Summary Section at the top or bottom of the quote items.
Include quote items with no prices in the Quote Comparison & Award Report details.
Ribbon actions and right-click context menu now includes the options Duplicate Quote, Ignore Quote, and Package Entire Quote.
Export to Excel feature is now available for the Session Recap register.
Package Entire Quote
The Package Entire Quote function provides you with a simpler way to mark an entire quote as a package. This would be beneficial if you were attempting to quickly update an existing detailed quote to a lump sum quote either from the Quote Record or Quote Compare and Award form.
The Incomplete quotes status has now been added to indicate if a quote includes quote items that do not yet have a price. This is often the case when vendors respond to an RFQ expressing interest in bidding but do not provide their prices until right before the bid is due. These quotes are displayed in gray in Quote Compare and Award form.
Incomplete Quotes that are ‘Scope Only’ can now be viewed in the Quote Compare and Award form using the ‘Zero Items’ toggle. These are quotes that have none of the Items priced and act as lead letters. These quotes are displayed to the right of all the Comparable Quotes.
Quote Record data block improvements
The data blocks in the Quote Record have been better organized and grouped so users can easily input and view the quote data.
Additional improvements to the Quote Record include:
- Item Tax and Quote Tax have been combined to display on a single data block called Taxes.
- The Yes/No drop down for Bonds in the Quote Record and register has been replaced with a check box labeled Add Bond Cost to the Quote in the Qualifications data box.
- In the Special Terms & Conditions data block, the field FIXED COST to be added to Seller's awarded total (any combination of items) has been relabeled as Special Conditions Adjustments.
UDF fields for Quote Group tags
Three new User defined fields (UDF) have been added to the Quote Groups tag register so users so enter certain key information such as responsible party or certain other attributes for better visibility. If preferred, these UDF fields can be viewed in Quote Compare and Award forms and Session Recap register.
Adjust Cost Items from CBS Register – In this release, Estimate now provides the ability to quickly make Total Cost and Billing Adjustments for a scope of work without being required to specify various cost categories, especially in the closing hours of the Bid. The total adjustments can now be made in the CBS register and can be viewed either from the Standard view of the CBS register or a saved view affiliated with change. Read more
Adjustments can now be reviewed in the CBS register. Adjustment fields have been added to provide an easier way to view and modify the adjustment amount and adjustment percent without having to go into each individual cost item. In addition to adjustments at Cost category level, users can now make a Total Cost/Billing Amount and Total Cost/Billing Percent Adjustments in which case the system will proportionately distribute it to the Cost categories.
Any adjustment made to the Adjustment Amount fields on the CBS register will then have the Adjustment Percent field automatically calculated. Changes made to those fields will be highlighted in yellow signifying an adjustment has been made.
Other adjustments fields in the CBS register include the many adjustments fields that have been added to the Billing Rates View.
A new Saved view called Cost Item Adjustment View has been added to the Cost Breakdown Structure.
Reposition Dependent Cost Items – With this new release, you now have the option to reposition the location of dependent cost items, making the buildup of costs more logical and easier to review in an estimate. Repositioning dependent cost items creates a simpler way to manage the hierarchy of your project by placing items of more importance ahead of other line items. Read more
Since dependent cost items can now be repositioned, a Position Code field has been added with the functionality of that column remaining the same. The below listed dependent cost item fields are now exposed in the CBS register so users can more easily see the various percentages used in dependent items.
- Subject Cost
- Subject Cost Rate
- Subject Billing Amount
- Subject Billing Rate
Filter Editor – The new Filter Editor displays conditions as a tree branching system, making it easier for users to create and maintain complex register filters. With each Condition or Group you add, the more branches you add to the filter. Read more
The new feature for grouping allows you to increase the amount And/Or statements that originated from the first And statement you selected. When you add a new Group, a new Condition is automatically added to that Group.
With each additional Condition statement, you will need to select an Operator and a Value in order for your customized filter to take effect on your chosen column. Many new Operators have been added to this version as shown in the screenshot below:
WBS Tree filter mode – Similar to the CBS Tree, the WBS Tree has been added to the Work Breakdown Structure View register. Read more
The WBS Tree allows you to quickly view the entire utilized structure and the details of all items in the WBS grid. Users can now filter down to a specific WBS items without having the clutter of all the other WBS items in the view. When a specific node is selected in the tree, all the subordinate nodes display in the WBS grid.
Archive/Restore templates – The templates feature has now been enhanced to provide users the ability to Archive and Restore templates so they are portable. Read more
This release of InEight Estimate greatly improves the layout and operation of the Quote Management system including the Quote Compare and Award form. In addition to quote management improvements, Sub-Assemblies were added to the Cost Item Assemblies form. Other enhancements to Estimate include navigation and filtering as well as many other improvements.
Quote Management – Quote Management has a new look and feel designed for tracking the information you need. The Quote Management system improves visibility into how multiple quotes affect the estimate, while also increasing your efficiency in selecting the quote that provides your estimate with the best value. Read more
Quote Record enhancements
When multiple quotes are received on a job, more meaningful information is shown. New fields were added to the Quote Record such as the External Reference field, which can contain plain text or a hyperlink to the source document stored in your document management system. Other new fields include:
- Optional Code
- Ignore Quote and Reason
The Quote Record now utilizes data blocks that allows you to reposition tabs, detach tabs into individual windows, and redock the tabs in new locations. Using the data blocks layout, you can easily input and maintain important quote data such as in the Vendor Qualifications or Special Terms & Conditions data blocks.
Multiple package prices per quote
In this release, Estimate now provides you with the ability to include multiple package prices for a single quote.
When taking quotes for subcontracted work, it is common for sellers to provide prices as a single package price for several scopes of work. Multiple package prices may even be provided within a single quote.
Quote Compare and Award enhancements
The Quote Compare & Award form was revised to improve the process of selecting the quote that brings the greatest value to the estimate. These improvements include:
- Improved layout making it easier to read and understand what quotes are being carried in the estimate.
- Standard register style functionality including the ability to print, print preview, and export to Microsoft Excel.
- Multi-select cost items within the selected quote groups to make awards, copy and paste to Microsoft Excel, or copy and paste to another application.
- Tool tips provide better visibility into the source of quoted amounts or substitute values.
- Select Configure Totals in the Actions tab to control which Summary rows are visible and sorted based on ascending (high) or descending (low) values.
- Toggle to display ignored quotes.
- Edit Package Prices directly from the Quote Compare & Award form.
- Use data blocks to undock and move quote groups to provide more screen space for comparing and reviewing quotes.
Other quote improvements
- If a delta indicator shows on the quote, you can hover over it to view the reason for the quote delta. The reason can also be viewed in the Quote register.
- Bond and tax amounts can be entered on a quote as a rate or as a total amount.
- Sellers can be marked as Do Not Use in the Address Book, warning estimators that there may be a problem with the vendor they are receiving a quote from.
- When creating a new job from a copy of another job, you can choose to not include the source jobs quotes in the new job.
Cost Item Assemblies – The Cost Item Assemblies form is improved to provide you with more manageable features, such as the new Sub-Assembly feature which allows cost item assemblies to be used in other cost item assemblies. Read more
With the Sub-Assemblies feature now added to the Cost Item Assemblies form, you can easily create and maintain cost item assemblies that model construction systems and contain multiple complex calculations.
A sub-assembly can be created within a cost item assembly by simply inserting it as a subordinate cost item.
Sub-assemblies enable the Cost Item Assemblies feature to be more modular, allowing you to maintain smaller, simpler versions of cost item assemblies and reuse them in multiple places.
The cost item assemblies input values can then be assigned to the sub-assembly input values for you to answer a question only one time. For example, when providing the total square footage of a wall system, the single input can be used by the cost item assembly and its sub-assemblies.
Sub-assembly input values can be sorted and shown conditionally based upon your inputs. Then you can employ a cost item assembly which only views the questions that are relevant. For example, a question in the cost item assembly could be, "Is insulation required?". If the answer to the question is yes, then a sub-assembly that defines the cost of installing insulation gets included in the cost item assembly. If the answer is no, then the sub-assembly is not included.
The Formula Editor now utilizes color coding to easily distinguish the different parts of a complex formula. To view specific variable field information, select the variable in the Formula Editor to navigate to the Variable Name and show the Field Information. You can also show the same variable field information by hovering over the same variable you want to view in the Formula Editor.
Other Cost Item Assemblies enhancements
Other enhancements made to the Cost Item Assemblies feature include:
- Table-type inputs no longer require you to open the Table selection register. Instead, you can simply type values into the Cost Item Assembly Employment dialog.
- When the Quantity (Less Waste) field is linked to a null calculation value, a Resource Employment is removed from the cost item assembly.
User experience – The user experience in this release includes improved register filtering, new customizable features for the ribbon navigation, and the expand/collapse function for the Cost Category tree. Read more
Improved register filtering
You can use filters as an easy way of pairing down the number of records in a register to only the records you want to work with. Select the Filter icon in a column header to display a checklist of items that can be filtered in the register. The list now stays populated with all the currently applied filter criteria. If you want to modify the filter, you do not have to clear the current filter and reapply a new filter. Now you can simply reopen the filter checklist and re-select the items you want to filter. Other improvements made to the register filtering include:
- A search box to easily find the values you need while also providing more options to define filter criteria for date and value type columns.
- Values Filters displays a data range bar that can measure the specific amount you want to filter. For example, your Unit Cost column can have the cost amounts from 0.00 to 256.00. With the data range bar or the From and To data boxes, you can input the values that you want to filter between.
- Numeric Filters provide an operation you can use to measure the amount you want to filter. For example, if you want to search between 0.00 and 50.00, select the between operation, and then enter in the numeric values in the preferred fields.
- Custom Filters allows you to create a filter statement based on the and/or statement, operator, and value of your preference. You can also save, load, or manage these custom filters.
- In Date Filters, you can filter any date column to sort by day, month, and year on the Values tab of the filter. If you select the Date Filters tab, you will also be able to filter by the previous, current, next day, week, month, or year.
New customizable features were added to this new release of Estimate in addition to the ribbon navigation. New customizable ribbon navigation features include:
- Within the Cost Item Record, the Actions tab now contains the Workbook actions of Link Field when selecting one item and Link Fields, which only becomes active when multiple items are selected. Unlink Field is also included.
- The column Ribbon Name was added to the Access Control register indicating the location of commands based on the new navigation.
- Options previously available exclusively through the right-click context menu was added to the Actions tab where applicable.
You can quickly access the Expand and Collapse function simply by right-clicking the Cost Category tree. The Expand and Collapse function has also been added to the CBS tree. This update allows you to avoid navigating to the Actions tab and performing multiple clicks along the way.
Split by Cost Type – It is common for an estimate to progress through multiple levels of detail. Often a high-level estimate for a particular scope of work consists of a single cost item inclusive of the entire cost of that work in a single line item. Read more
As the estimate is further refined, more detail is added and at times it can become necessary to split a cost item by the four main types of costs that make it up, such as separating the material cost from the installation cost.
The Split by Cost Type feature gives you the ability to select a cost item or a collection of cost items, and then separate any of the labor, equipment, material, or subcontract costs into separate cost items.
Work Breakdown Structure – The Work Breakdown Structure (WBS) allows you to easily reorganize the estimate using different formats such as Construction Specifications Institute (CSI) MasterFormat or UniFormat. Read more
WBS formats are used when you need multiple variations and summary reports of an estimate. The WBS retains the same relationships between items as in the original estimate while only changing the view and items arrangement in the WBS hierarchy. Some improvements to the WBS include the following:
- A subordinate cost item can now inherit the parent cost items’ WBS assignment. This feature saves you time by automatically inputting the WBS parent value rather than you having to manually add the parent WBS.
- When creating a new WBS within a Work Breakdown Structure record, the Hierarchy Separator now uses a period as the default separator.
- Similar to the Cost Breakdown Structure register, the Work Breakdown Structure View register can filter to a specified WBS level.
Estimate job templates – Job Templates provides you the ability to maintain a list of template jobs that can be used to create new jobs. Read more
As your company grows and increases the number of jobs to bid on, the need to standardize the estimating process increases to ensure consistency and reduce the chance of information being overlooked. Other job template enhancements include:
Other improvements – This release provides many improvements to current features including Archive/Restore, Snapshots, and many more. Read more
A new default archive type was added. The BACPAC archive was added as the default archive option to replace SQL Script archives. BACPAC archives provide similar functionality as the SQL Script with improved performance.
A job snapshot is a copy of an estimate job that provides read-only access to the job as it existed at a specific point in time. New filter functions allow you to filter the Snapshot register to jobs containing snapshots.
The Snapshot register has some additional columns as well. In addition to the Code, Description, Last Saved, and Version column, the Snapshot register now contains all fields that are present on the Jobs register that provides you with an easier way to group, sort, filter, and find the jobs you need. The new columns include:
PBS Changes register
For visibility to additional information shared between the PBS Changes and CBS register, the following columns were added to the PBS Changes column chooser:
- CBS Tags 1-25
- CBS User Defined Fields 1-15
These new columns can be added to any register view using the column chooser. Tags that are copied from the CBS have the prefix label CBS to distinguish between CBS tags and PBS tags. All CBS Tag/UDF fields are read-only and include standard register functionality to permit sorting, grouping, filtering, and searching.
To add more information to the Job Tracking register, new columns were added to both the Cost Items tab and Accounts tab. These columns can be added to any register view using the column chooser. The following new columns were added:
- CB-Labor Cost/Man-Hour
- As-Built Labor Cost/Man-Hour
- OB-Total Forecast Cast Variance
- OB-Total Forecast Cost Variance %
Improvements made to the Reports feature include the following:
- When generating a Job Properties report, the column captions are now pulled from the custom caption values to match the view of the fields in the Job Properties form.
- The check box Hide Zero quantity/cost Resource Employments was added to the Resource Utilization report. The default of this check box is unchecked. If the check box is selected, the printed report does not show any resources that have a dollar value of zero.
- The Pay Item Price Breakdown report now has a Settings option. This drop-down list allows you to save your individual settings. The Pay Item Price Breakdown report also includes a Cost Category tree providing the ability to select multiple cost categories for the report.
Field caption names were added into the Data Warehouse to easily identify the fields whose captions may have been customized.
DOT pay item import/export
The Pennsylvania DOT was added to the import and export routine. The DOT file format was updated. Estimate now supports working with the Project Bids software application to import and export DOT pay item files electronically.
When copying cost items in a job or from job to job, the Trench Calculator variable data is included with the data being copied. When a cost item is copied to the clipboard, Trench Calculator variable data is also included.
During a Primavera integration synchronization, activity tags are updated at the end of the Primavera sync with a visual indication that the rest of the sync is complete.