Job Creation

In InEight Estimate, a job represents the folder containing your estimate (or version of your estimate), including its related bid items, cost breakdown structure, resources, quotes, and change logs. All the jobs in your organization are stored in the Job Register Overview.

To create a new job, you can choose from multiple options available when selecting New in the InEight Estimate Backstage view. The image and table below show the available options.

Option Description
Scratch Creates a new job folder from scratch that is empty, containing no existing data.
Template Creates a job from an existing template, selected from the Template Register. For more information, see Templates.
Existing Job Creates a job from an existing job, selected from the Job Register. For more information, see Copy an Existing Job.
Bid Wizard Uses a wizard tool to create a new job by selecting pay items and/or cost items from an existing source job. For more information, see Bid Wizard.
Archive Creates a new job from an Estimate Job Archive (.est) File. For more information on creating and using job archives, see Archive and Restore Jobs.
Snapshot Creates a new job from a register containing snapshots for all jobs. You can filter the register of snapshots to find the snapshot you need. For more information, see Snapshots.

Create a Job from Scratch

When you need a clean estimating environment that is not based on any past work, select the create a new job from Scratch option. Creating a job from scratch gives you complete flexibility and ensures no assumptions are carried over from past estimates.

Platform Project association to job

In Estimate, you create a job that represents your project estimate and all the information associated with it. This job must be associated with a project in InEight Platform that represents the overall construction project being managed by your organization, from planning to execution and turnover.

When you select to create a new job, in the New Job window, select a project in the Core Project field drop-down list to associate to your job in Estimate. Core project refers to a project in Platform.

Because projects in Platform are organized in an Organizational Breakdown Structure, associating your job (estimate) to a project in Platform allows your estimates to be included in that organizational structure.

After the job you create is associated to a Platform project, in the Job Register, you can view the job in the context of your organization breakdown structure. In the example below, the job register is filtered to the Tantalum Group > Estimating > Site Work level of the organization. Under project ID number 5013592, you can see two jobs, the original estimate and a second version.

For more information, see Job Register Overview.

Create a new job from scratch

  1. From the Backstage view, select to create a new job from scratch.

  2. In the New Job dialog box, click in the Core Project field to select a Platform job from the list.

  3. Modify the Code field as needed.

  4. Enter a description of the job in the Description field.

  5. Determine if you want to select the Auto-Update Job in Connected Analytics check box.

  6. Click OK to create the new project.