Video - InEight Estimate - Reports Menu

TRANSCRIPT

In this video, we'll review some of the many out of the box reports InEight Estimate provides. These are referred to as canned or system reports, and they can help you review and analyze your estimate. Most of the system reports can be adjusted to output the specific data and reporting format you need. Each report has its own set of output settings for configuration and formatting the report.

All of these InEight Estimate adjustable reports are accessed from the Reports menu, which is located on the Setup, Estimate, Quote, and Price tabs. After selecting reports, you'll see a split screen with the reports available in the left sidebar. This sidebar contains a tree of all InEight Estimate system reports. By selecting an item from the tree, such as Resource Register, it then brings up the output settings on the right-hand side of the form.

From these output settings, you can adjust the report prior to running it. In most of the report settings, you have a Print, Details, Layout and Header/Footer tab for each specified report. You can adjust each tab settings to your liking and look at the Print Preview to see how the report will look. With Resource Utilization selected, on the right side select the Header/Footer tab first, and remove the default report title from the first page header, replacing it with "Resource Utilization" in the center as the title.

Next, select the Layout tab. Here you can adjust the layout of the report to your preferences. For example, you can change the orientation, font, margins, and number format to your liking. On the Details tab, you can customize and adjust your report to show specified information based on the selection options given.

For this example, under report type, let's confirm that "resource utilization summary" is selected and "no filter" is selected for filter by currency. You can choose if you want to report at a summary level or if you want it to reference your cost items when you are looking at a resource. In the Group By section, you can group by different tags and user defined fields. In the Resource Type section, you can choose the resources you want to see.

You can also make selections under Columns and Details. On the Print tab, there are three options. You should always do a Print Preview of your report so that you can review it before printing. Let's make sure Preview is selected.

Then click Run. The Resource Utilization report can be helpful for seeing your utilization hours broken down by regular time and overtime hours. You can see that it's broken down by scale and how you grouped it by organizational category based off selections made on the Details tab. You'll also see the same information for any other resource types you chose on the Details tab.

Now let's take a look at the Cost Breakdown Structure reports. Expand the Cost Breakdown Structure node. From the report tree on the left, select Estimate Summary. This report contains an additional tab called Cost item Selection.

On the Cost Item Selection tab, you can report on a selection of cost items. You can also roll up your cost items to a certain CBS level depending on the level of detail you may need. In this case, let's print items by selecting a range of cost items in the From and To fields. On the Details tab, select "days" for the cost item production Field 1, and "man hours per unit of measure" for cost item production Field 2.

Under Resource Types, modify the checked boxes as you prefer and leave the rest of the settings as their defaults. Then select the Header and Footer tab. In the report footer for the last page only, type "confidential - for internal use only." One thing that's important to know is that you can save the settings you have configured.

You can do this by clicking on the Settings drop-down arrow above the Output Settings tab, and then selecting the Save disk icon. Let's save this configured report as"Estimate Summary Manager." Then click OK. And now you can see this custom report as an option under Estimate Summary on the reports tree on the left.

other helpful reports include the PBS Summary report, which gives you a good overview of how your price breaks down by cost category. This provides a high-level overview that's cost category driven, providing information based on the price of the project. Another is the Standard Proposal report located in the Pay Item and Proposal register reports. This register lists all your pay items with the owner's quantities and final pricing.

You can include subtotals defined on the pay item details, proposal header items, cover sheet information, and also a signature block. In the Cost Breakdown Structure reports, the CBS Details report is a helpful report for bid review. It can include or not include any of the information contained in the CBS Register, including cost items with production, resources and adjustments like Haul and Trench Calculator details and Notes. Lastly, there's an Audit report you can run during the bid review to make sure you don't leave anything out of the estimate.

It checks for a number of potential errors in the estimate, including zero price pay items, zero value cost items, pay items without a cost item assigned and resources with a quantity of zero. Well, that provides you an overview of some of the helpful standard reports available within InEight Estimate. Thanks for watching.