Welcome to InEight Estimate. In this video, we'll review the commonly used tabs shown under Job Properties. After you create a new project, the Job Properties form automatically displays. This is where you can enter basic information about the bid. To open the Job Properties form at any other time, click the Setup tab, then click the Job Properties icon. Let's look at a few tabs you'll want to fill out in the Job Properties form for your new project.
In the Overview tab, you may want to include some notes. There's also a Status indication, and you can state the status of your project in the estimating phase, bidding, or as awarded.
On the Cover Sheet tab, you can define the basic information about your project. The best practice is to fill out as much information as you can about your project because a lot of information is helpful when you're looking back to projects as references, for job applications, or for reporting. The engineer, owner, and architect fields are linked to your Address Book. When you click on the icon, you can select just one item for each field. On the far right-hand side, you'll see some fields about duration of the project. The contract duration field is one you can edit. And at the bottom, the project duration comes from Platform. Time measure is how you're tracking the duration of the project. For this, let's say you're using work days. The forecasts start and finish are grayed out, which means they also come from Platform. For the proposal, you can enter the time and press the Tab key. It'll autofill to AM and you can change it to PM. You can enter a proposal type. For example, unit price or lump sum. Plan holders refer to how many different people will be bidding on the proposal. Liquidated damages typically refer to the amount the contractor will be fined for not meeting the contract deadline.
The Cost Basis tab contains important settings that will affect how your costs are calculated in your estimate. Under the Standard Shift Arrangements, here you can change the shift arrangements or leave them as the default. Let's say you're working ten hour days. Leave shifts per day as one, and days per week at five. The Standard Wage Rate Composite indicates what percentage of your labor hours will be regular time, overtime, or double time. You can define this in greater detail using the Shift Rate Calculator. For this example, we'll type ten hours in Monday through Friday for shift one. For scale one, this will be regular time and scale two will be your overtime. You can add additional shifts as needed. In this case, we'll add a second shift of eight hours per shift, Monday through Saturday, then click OK. You could see that the shift arrangements are now blended. We'll change them back to their defaults, including the wage composite at one hundred percent for scale one. Under Rules, you can lock Cost Items to Pay Items so that your estimate structure is controlled by your list of Pay Items. Checking this box allows you to organize your Cost Breakdown Structure independent from your list of Bid Items. Your default currency can be changed to whatever currency you need. In the sales tax rate field, you can apply a sales tax to all the material and rental items in your bid.
The lower portion of this tab is for importing your filtered resources. You use it to import your labor, equipment, and materials from your library. Until you import filtered resources, you have no resources in your project. You can import these resource rates based on four filters called resource attributes. Under resource assembly type, select labor rate, then the standard labor rate file for the resource file description. We'll select Southwest for your geographic area and for Wage zone we'll select Wage zone A. To import the resources into your job, click the Import Filtered Resources button.
On the Fuel Cost tab, you can enter the cost for fuel which will then factor with the consumption rate defined for your equipment.
On the Job Folder Tags tab, you can enter tag fields to label your project so you can reference it later.
The Schedule tab is used to define the scheduling options for the integration between InEight Estimate and InEight Schedule, Microsoft Project or Primavera. You can define this by selecting the Integrated Schedule at the top of the Schedule tab. This tab is covered in greater detail in other topics about Schedule Integration. When finished, click OK to close the form.
And that covers the commonly used tabs under Setup > Job Properties. Thanks for watching.
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