Quantity items

In the Quantity Items Register, you can view the list of quantity items imported from your source file that you can apply to cost items.

The quantity items can be copied to be used in other compatible registers in Estimate.

Quantity Item register columns

The Quantity Item register columns provide quantity item details brought over from the source application takeoff data. The columns provide crucial detailed information of each quantity item to ensure that your estimate is accurate and up-to-date. You can filter and group columns to manage quantity items.

Quantity Items tab

In the cost item record, the Quantity Items tab shows you the individual measurements that may be contributing to the cost item quantity.

You can use filters to find items that you want to apply to a cost item. To set a filter, click the Include Quantity Items button, and then set up your filters. For example, you can configure a filter in the Install 8” PVC Water Main DR18 cost item to bring in items that contain Water Main, PVC, 8” in the description.

The Quantity Driver of Takeoff and Takeoff Driver field let the quantity items you apply to a cost item drive the cost item quantity. By default, Measurement is used in the Takeoff Driver field for the takeoff quantity. You can select any other quantity column with the Takeoff Driver to drive the cost item quantity, but the unit of measure type of that quantity column must align with the cost item unit of measure.

The Quantity Driver and Takeoff Driver fields must be set for quantities to roll up from the quantity items to the cost item quantity.

View the aggregate total of the cost item quantity. In the image below, the Install 8” PVC Water Main DR18 cost item, you can see the total of 918.20 ft, and you can also see all the markup items that make up the total.

When the quantity driver is set to Takeoff, the measurement total of your quantity items becomes the Forecast T/O quantity. The quantity driver of Takeoff drives the quantity for each line item, summing the total to match Forecast T/O quantity.

The Bid wizard’s functionality can be used to import additional cost items from another job folder into your estimate to automatically employ the same filter configuration used in your source job. These predefined cost items can be scaled and can include the subordinate items and their appropriate ratios.