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.
Previous Release Notes
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.