Video - InEight Estimate - Schedule Integration - Microsoft Project

TRANSCRIPT

To integrate your estimate with a Microsoft Project schedule, you must first mark your items as Scheduled in the CBS Register. From your Saved views, select Schedule Setup View. In the Scheduled column, check the box for Mobilization and Clearing and Grubbing. Notice when you schedule the superior cost items, it automatically schedules the subordinates along with it.

When scheduling, you can only schedule the entire cost item together. To schedule multiple cost items at once, use the SHIFT key to make a selection. Next, you'll right- click and select Schedule Selection. A prompt appears asking if you would like to roll-up the scheduled cost items to a certain level in the schedule.

At the moment, you don't want to roll up your items, so you can keep the default setting and click OK. Your selected items are now scheduled. You can also roll up cost items on the CBS Register. For example, let's say you want to roll up the subordinates of Clearing and Grubbing, so it will show up in the schedule as a single rolled up item.

Check the Roll Up Schedule box at the clearing and grubbing level. To send your Estimate information to project, from the Estimate tab, select Schedule > Update Project From Estimate. Your job automatically appears in Microsoft Project with your scheduled items and their duration and days. Notice Clearing and Grubbing came into the schedule as a single rolled up item.

On the right, your tasks come in with the same start date ready for you to schedule. Let's schedule your items. Select all your items using the SHIFT key, then click on the icon to link your scheduled tasks. This creates your scheduling relationships.

You can send your new Start and Finish dates back to InEight Estimate to use for reference, and for calculating cash flow and cost escalation. Go back to InEight Estimate, and from the Estimate tab, select Schedule > Update Estimate for Microsoft Project. Your dates now show up in your Estimate. Note you have two columns that refer to plug days.

Plug Days allow you to schedule a different number of days for your cost items than what you estimated. For example, you've estimated 40 days to do your Excavate, Install and Backfill of 10 inch PVC pipe. But in the schedule, you want to plug 45 days to accommodate the delivery schedule of the materials. Check the Schedule Plug Days box for the Excavate, Install, Backfill Pipe cost item, and enter 45 in the Plug Days field.

Select Schedule > Update Microsoft Project from Estimate to send your schedule change to project. Toggle the project. Your Duration for excavate install Backfill Pipe is now updated to 45 days. When you make changes in Microsoft Project, you can send them back to InEight Estimate.

Let's say you need to increase your duration for the excavation activity to 20 days. Go back to InEight Estimate. The Update Estimate from Microsoft Project Prompt appears. If you select the first option, your work hours will update to reflect the changes made in the schedule.

So the excavation cost items days would update to 20 on the Production tab. It is likely that you won't want to change your crew's production driver, as this drives your estimate's costs. If you select the second option, it will keep your current work hours intact and instead put the Change Duration in your Plug Days. Select the second option and click OK.

Notice the Excavation cost item now has 20 scheduled Plug Days, but the days defined on the Production tab are still at 15.63.