Video - InEight Estimate - Cost Item Details

TRANSCRIPT

In this video, we are gonna talk about cost item details within the CBS Register. The cost item record contains other tabs. In addition to the Production tab for storing and calculating information specific to that cost item, you can add to or adjust these tabs as needed. Open a cost item from the CBS Register.

From here, select the Employment Setup tab. This provides information for whatever resource you have highlighted on the left. From here, you can edit the composite wage scale and view the tags and labels associated with the employed resource. On the Notes tab, you can enter any cost items, specific instructions, parameters, or general information.

In the Cost Item Setup tab, you can change the shift arrangements for the entire cost item. The rates go up and down depending on the changes you make to the default shift arrangements. Also, notice when you make changes, the fields you changed, become highlighted, indicating they were altered from their original state. Select the Man Hours Factors tab.

For items that have known risks or potential resource concerns, you can apply manhour factors. Factors are applied in relation to one where slower production is greater than one, and faster production is less than one. To view your factored production, go back to the Production tab and select Customized Display. Select Show Manhour Factors.

You now have an additional column showing your factored duration driven resource values. Resources are driven either by the cost items, quantity, or cost. For labor resources, you can change the cost driver to define the number of hours manually, instead of being driven by the items production. Click in the Cost Driver field for the operator and select the cost driver from the list.

The Work Hours field is now editable to enter hours manually. Back on the CBS Register, you can suspend or unsuspend cost items. Suspended cost items do not contribute any cost to the jobs price breakdown structure. On the CBS Register, click on a cost item and toggle Suspended.

The cost item is now suspended along with all of its subordinate cost items, and the items are grayed out. Therefore, the cost item and its subordinate no longer contribute to the estimate. Now, select Unsuspend. Now your cost items are unsuspended and once again, contribute to the estimate.

Now, change your view to Cost Item Adjustment View. Adjustment fields have been added to the CBS, to view and modify the adjustment amount and adjustment percent without going into each individual cost item. Making an adjustment to the adjustment amount fields on the CBS register, we'll then have the adjustment percent field automatically calculated. Changes made to those fields will be highlighted in yellow, signifying an adjustment has been made.

Let's say you'd like to add 10% to a cost item. Navigate to the total cost adjustment percent field for that cost item and enter in 10. Instead of having to drill down to the cost item and making this change, you can make the adjustment directly here on the screen. You can also view the total adjustment cost for the job, which gives you the visibility into the amount of total adjustments.

You can also add an adjustment dollar amount to cost items. Notice how a total adjustment cost at the bottom of the screen reflects the change.