What's New in Estimate 20.2

Release summary

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. ClosedRead 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. ClosedRead 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. ClosedRead 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. ClosedRead more.

    With this release, the RFQ is now included in the body of the email, so users can further customize and personalize the content of an email before sending it out to subcontractors and suppliers.

  • 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. ClosedRead more.

    You can now switch between the embedded workbook and the spreadsheet control in the Configuration tool. This new option lets you use the functionality of the embedded workbook without having an on-premise installation of Microsoft Excel.

  • 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. ClosedRead 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. ClosedRead 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. ClosedRead more.

    Being able to see productivity drivers on the CBS register makes it easier to review and modify the estimate as a whole while reducing the potential to accidentally overwrite manually entered data.

  • Viewing items without quotes – In the Quote Compare & Award register, new quote item toggles have been added to the View subsection. ClosedRead 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. ClosedRead 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. ClosedRead more.

    Deleting out of date bond tables lets you better manage and keep current the bond rate tables that are applicable to your company.

  • Editable man-hour factors in suspended cost items – With this enhancement you can now edit man-hour factors for a suspended cost item. ClosedRead more.

    This feature was added to create and maintain cost items, including man-hour factors, in a suspended state while having the scope of work included in your estimate. The cost to contribute is excluded from the scope of work until you are ready to make it part of your estimate.

  • Employment details included when swapping resources – When swapping resources, you have the option to select the new Use Default Employment Resources check box. ClosedRead more.

    When swapping multiple resources at one time, this option lets you choose to either keep the current employment details as they currently exist, or use default employment values that would be used when creating a new resource employment.

  • Currency added to Job Tracking Excel import – Currency has been added to the Job Tracking Excel import. ClosedRead more.

    This new function lets you import actuals in different currencies while you work in multiple currencies within a job.

  • Nonmodal Report dialog – The Reports dialog is now nonmodal. It is docked along with the other forms. ClosedRead more.

    You can now continue to work with the Estimate without being forced to close the Reports dialog.

Previous Release Notes