In this video, we'll explore some of the frequently used tabs within InEight Estimate.
Your job opens to the default Cost Breakdown Structure register. When you first open a job in InEight Estimate, Help bubbles will appear that contain important information to clarify key functions in the system. You can dismiss the message until the next time by closing it with the X in the corner, or just dismiss it permanently by clicking the "Never offer this help again" link.
Under each tab, you can quickly access forms and functions. On the Setup tab, under the Initialize section, you can access Job Properties where you can enter information about a specific estimate. The Pay Item and Proposal register is the list of bid items for the contract that you'll be paid for. Note that the Pay Item and Proposal tab is now active, and you are now on the Actions tab, which provides functions specific to the form you're on. Let's go back to the Setup tab. Under Initialize, the Bid Wizard helps automate the process of setting up estimates by copying information that already exists in other jobs.
Under the Resources section, you can access the Resource Rate register and Resource Assemblies register. In these registers, you can modify the labor equipment and material resources used for the project. Back on the Setup tab, under the Assembly section, you can create Cost Item Assemblies and Standard Tables, or run the reports from the Report section.
On the Estimate tab, you have nine sections where you can set up and create your estimate. Under the first section, called Quantity Takeoff, is where you can facilitate a seamless process of importing quantity takeoff data. In the second section, you can access the Cost Breakdown Structure register, Account Code Utilization register, and Work Breakdown Structure registers.
The next section gives you access to the Resource Rate register, where you can modify or add resources. Under the Workbook section, you can use Estimate's integration with Microsoft Excel, or you can use Estimate's built in version of Excel without needing to have Microsoft Office installed. Under the Schedule section, you can launch the integration with InEight Schedule, Primavera, or Microsoft Project. The Cash Flow form provides a graphical representation of the cash flow and resource utilization of your project, so you can quickly assess financing and resource needs.
The Indirect Cost section gives you quick access to filter down to your indirect costs. And the Overhead and Profit section gives you quick access to the Price Breakdown Structure. In the Alternate scenario, you can define alternate scenarios for your entire estimate.
The Quote Management and Comparison in the Quotes tab contains sections for the setup, management, and comparison of your quotes.
On the Price tab, under the Pay Item section, you can lock cost items to pay items, access the Pay Item and Proposal register, and access pricing and competitor bid information from Job Properties. The second section of Overhead and Profit gives you quick access to the Price Breakdown register and your direct and indirect markups. Under the Audit Logs section, you can access the PBS Changes register. Similar to other tabs, you can also access Alternates and Reports.
On the System tab, you can customize Estimate to your needs. This also includes the Quantity Item Settings menu, where you can save mapped quantity item sources settings, and then load them into your Quantity Item Sources register. Under the Help section, you can access InEight Estimate's comprehensive help system, which is located on Learn.InEight.com. You can also view system and version information and software release notes. Additionally, you can access InEight University to browse courses and certificates and obtain Estimate version information.
We've explored how to navigate Estimate's primary tabs and their functions. Thanks for watching.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information
