In this video, we're going to discuss how to navigate within InEight Estimate. Estimate opens up to the backstage view. From here, you can open up a recent job or create a new one. The first section on the left side menu gives you the option to create a new job, open and save, and close a project, or close all open jobs.
From the second section, you can launch the library, open the register for all of your jobs, delete jobs, compare jobs, include jobs in the data warehouse, or perform a Primavera batch sync. Under the Create a New Job From... section, you can create a new job from scratch, from a template, an existing job, Bid Wizard, Archive, a Snapshot, Primavera, or by import. Under Archive / Restore, you can archive, merge, back up, and restore jobs and templates. In the last section, you can access system settings and customize options.
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 to 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 bids 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 function specific to the form you are 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 Estimates tab, you have eight sections that you can set up and create your estimate. Under the first section, you can access the Cost Breakdown Structure register, Account Code Utilization register, and Work Breakdown Structure registers. The second 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 the 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 contain 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 to 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 Log section, you can access the PBS Changes register.
Similar to other tabs, you can also access Alternates and Reports. On the Execution tab, you can access job tracking, change management, reports, and exports. This section is used once the job is awarded and is in execution. On the System tab, you can customize Estimate to your needs.
Under the Help section, you can access InEight Estimate's comprehensive help system, which is located on Learn.InEight.com. You can view system and version information and software release notes. You can also access InEight University to browse courses and learning plans, and obtain Estimate version information. We've explored how to navigate around InEight Estimate, along with an overview of Estimate's primary tabs and their functions.
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