Estimate Detail - IRBS_Help

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Estimate Detail





Item
   Description\Notes
 Estimate Totals Panel (1)
  Displays the current totals for the current estimate.
 Phases Panel (2)
  Click on the PHASE node to select the phase to work with.

Right-Mouse Click on the PHASE note to display the Phase Pop-Up Menu for additional functionality.



Item
   Description\Notes
Add Phase    
 Edit Phase
   
 Delete Phase
   
 Import Phase
   
 Re-Order Phase
   
 Duplicate Phase
   
 Adjust Phase Markups
   


Right-Mouse Click on the COST CATEGORY under any Phase to display the Cost Category Pop-Up Menu for additional functionality.



 Item    Description\Notes
 Delete Phase Category
   
 Transfer Category to Another Phase
   
 Adjust Category Markups
   

 Phase Dimensions Panel (3)
  Displays the Phase Dimensions for the current Phase.

 Cost Category Panel (4)
  Displays the Cost Categories that contain cost items from the current Cost Database.

Right-Mouse Click on this panel to display a pop up of additional menu options:



 Item    Description\Notes
 Select Cost Database
   Displays a lost of all available Cost Databases for user selection.
 Use Assemblies
   Displays the Cost Assembly Select screen for user selection.

 Estimate Items Panel (5)
  Lists all the current Estimate Items by Cost Category.

Double-Click on a specific Estimate item to edit data using the Estimate Item Detail screen.

Right-Mouse Click on this Panel to access additional functionality



Item
   Description\Notes
 Add Estimate Item     
 Edit Estimate Item
   
 Delete Estimate Item    
 Add Free Text Item
   
 Print Estimate Items
   
 Product Selection
   
 Export List
   
 Enable Multi-Select
   
 Enable Direct Qty Edit
   
 Copy Selected Item(s)
   
 Select All
   
 Clear All
   
 Bulk Delete Selected Item(s)
   
 Column Settings
   
 Transfer Selected Items to Another Phase
   
 Set Selected Items as Preliminary Items
   
 Clear Preliminary Flag on Selected Items
   
 Bulk Select of Cost Items
   Displays the Bulk Select Cost Items screen for item selection.

 Totals Panel (6)
  Displays the TOTALS for the current Cost Category, the current PHASE and ESTIMATE.

 Cost Items Panel (7)
  Lists the cost items for the selected Cost Category (Panel 4).

Right-Mouse Click on the Cost Estimate List\Grid to access additional functionality



 Item    Description\Notes
 Add Cost Item
   
 Print Cost Items List
   
 Export List
   




 Item
   Description\Notes
 Include Inactive Cost Items check box
   
 Add To Current Phase button
   
 Add to Multiple Phases button
   
 Accept Date Field
   
 Accept button
   
 Show Costs check box
   
 Save button
   
     
     
     
     
     

See also

Estimate Markups and Labor
Estimate Phase
Estimate Item
Bulk Select Cost Items