Define Templates

All estimates must include at least one division and one section. The right mouse button provides access to a number of functions based on the position of your cursor in the estimate.

Icon	Description
	Used to add, remove or insert a division in the estimate.
	Used to add, remove or insert a section in a division. NOTE: A section must be part of a division. The inverse is not possible.
	Used to add or remove an item from Catalogue Management or from the Catalogue tab of the estimate.
	Used to add or remove a sub-contractor from Supplier Management.
	Used to add or remove a resource from Resource Management. NOTE: Adding a Resource linked to an Item lets you use the scenarios set up in Resource Management.
	Used to add or remove a module from Define Modules. NOTE: A module is a reusable unit that represents the production of a certain unit of measure as defined for a job. NOTE: The quantity of elements required to create the module is calculated based on this unit (for example, a module for creating an 8-foot wall could have linear feet as the unit). A module is actually a mini estimate that can be reused in estimates.

1. Customer Information section:

Field	Description
Customer
Name
Division
Address
Telephone 1 / Telephone 2
Fax

2. Site Information section:

Field	Description
Site
Contact
Name
Address
Telephone
Fax

3. Main customer's Information section:

Field	Description
Customer
Name
Division
Address
Telephone 1 / Telephone 2
Fax

4. Contacts section:

Field	Description
Last user
Ingineer Number
Architect Number
Other reference
Contact
Requester
Estimator
Salesperson

5. Dates section:

Field	Description
Tender Close Date
Modification Date	This date is entered automatically whenever the template is saved.
Tender Close Time
Date Submitted
Date Accepted
Quotation Valid Until
Start Date
Due Date
Delivery Date

6. Other section:

Field	Description
Estimate Type
Cost Price Source
Selling Price Source
Profit Calculation Mode
Priority
Construction Type
Taxes 1 and 2
Unit of Measure
Default Scenario
Source Template
Purchase Order
Prefix

7. Transfer Information section:

1. Project sub-section:

Field	Description
Project #
Project Template
Project Type
Project Category
Department
Sector
Region
Annex
Project Manager
Site Supervisor
Other Contact

2. Contract sub-section:

Field	Description
Billing Schedule
Revenue Activity
Revenue Group
Change Order Group
Progress

9. Enter the required information in the Resources tab: this tab lets you view the list of resources available for the estimate.

You can adjust variables that are populated by calculations. Variables save values and can be used anywhere in the Quantity fields by double clicking on the field and selecting the variable to be used.

Field	Description
Name	Used to name the variable.
Value	Quantity entered manually or from a worksheet based on the cell entered in the Calculation Sheet column.
Formula	Calculates a value based on functions supported in VBScript language. NOTE: Available operators include: + addition - subtraction * multiplication ^ power / floating division \ integer division mod modulus - remainder of a division < less than <= less than or equal to > greater than >= greater than or equal to <> not equal to Notlogical not and logical and or logical or xorlogical xor eqv equality imp implication & concatenation Mathematical: Abs(nbr) return absolute value Atn(nbr) return arc tangent Cos(nbr) return cosinus Exp(nbr) return power Int(nbr) return integer Fix(nbr) return integer Log(nbr) return naperien log Sqr(nbr) return square root Tan(nbr) return tangent Sgn(nbr) return sign Round(expr,[numdecimalplaces]) return rounding Sin(nbr) return sinus Other: IF(Expr, true portion, false portion): Displays 'true portion' or 'false portion' based on the result of 'Expr' Unit(nbr,integer): Displays a multiple of 'integer' based on 'nbr' SUM: Calculates a quantity based on a 'SUM' formula. SUM{<variable to be added>, <division>, <section>, <module>, <item type> ,<filter>} <variable to be added>: variables in the sum. Possible values include: QTY, COSTAMOUNT, UP, SELLAMOUNT <division>: divisions to be browsed. Possible values include: CURRENT (default), ALL, a division code. <section>: sections to be browsed. Possible values include: CURRENT (default), ALL, a section code. <module>: modules to be browsed. Possible values include: CURRENT, ALL (default), a module number. <item type>: types of items to be included. Possible values include: M, S, R. All combinations are possible. None of the values equal all the values. <filter>: filters to be applied: Possible values include: UNIT, ACTIVITY, GROUP, CODE, QTY, COSTAMOUNT, UP, SELLAMOUNT and must be written between <>. Possible operators include: =, >, <, NOT, AND, OR, /, \, *, +, -. Parentheses are also allowed. The value must be between quotation marks ("value") if the filter is not numeric (UNIT, ACTIVITY, GROUP, CODE). Below are some examples: SUM{UP,ALL,ALL,ALL,M,UNIT= "foot"} SUM:{QTY} SUM{QTY,CUrRENT,CURRENT,ALL,MR,UP < 25} SUM{COSTAMOUNT,CURRENT,ALL,ALL,,ACTIVITY="01100"} SUM{SELLAMOUNT,01000,01100,ALL,S,SELLAMOUNT<1000} SUM{QTY,CURRENT,CURRENT,CURRENT,M} SUM {QTY,ALL,ALL,ALL,MS,(<UNIT>="u" or <UNIT>="un.") and NOT(<ACTIVITY>="400")} SUM{QTY,ALL,ALL,ALL,MS,<ACTIVITY>="400" and (<SELLAMOUNT> - <COSTAMOUNT> > 1000}
Calculation Sheet	Identifies the cell used for the calculation. NOTE: If only the cell is specified, the system displays 1 by default, followed by the cell number (for example, 1:C1). This tells the system that the identified cell is from the 1st Excel sheet. If the reference is in another sheet than the 1st, the worksheet must be identified (for example, Test:C1).
Unit	Identifies the unit of measure for the variable.
Description	Used to enter a more detailed description of the variable for information purposes.

This tab is optional.

These icons are used to modify, open or import an existing Excel worksheet and create links to fields in the Detail tab of the estimate.

• The first creates a catalogue of products specific to the estimate based on products created in Catalogue Management or on new items that are not in the catalogue. The items can be created individually or in batches. These items are displayed in the Catalogue tab of the template when an item is selected.
• The second displays a summary of parts selected in the Detail tab of the estimate and lets the user quickly see the parts used.

1. Product sub-tab:

Field	Description
Catalogue Item
Code
Description
Supplier U.P.
Price
Excel Cell Price	Price from a cell in the Calculation Sheet tab.
% Disc
Discounted Price
Inv. Unit
Quantity Used
Amount
Supplier Unit
Original Price
Set Cost Price
Replacement Item
Unit
Original discount
Manuf. Part No.
Original discounted price
Supplier
Description
Comments
Supplier Quantity
Selling Price
% Selling Disc.
Discounted Selling Price
Selling Amount
Set Selling Price
Use Selling Price
Long Description

2. Product Type sub-tab:

Field	Description
Code
Description
Price
% Disc.
Discounted Price
Quantity Used
Amount
Fix Price	Tells the system that the buyer has negotiated the price and that it must not be changed. NOTE: Even if the Recalculate the Entire Estimate, Get Update Prices or Get Updated Table Information functions are used, the system does not assign products for which the Fix Price column is checked.
Supplier
Comment

Field	Description
	Used to create specific items for the estimate (local catalogue).
	Used to create a batch of items in the Batches of Items section.
	Used to add items to a batch.

If the price of the batch is entered, the system recalculates the unit price for each of the items based on the quantity and unit price relationship on the batch price (weighting) to define the new unit price.

The checkbox is used to select activities that affect the budget.

The percentage of profit can be set manually or by selecting from a menu. Many methods for calculating profit are also available: Quotation, Basic Group, Group, Division, etc.

If the product has an inventory code, all information for this is retrieved from Catalogue Management.

Field	Description
Inventory Code	Inventory code of the product.
Description	Description associated with the product. NOTE: The description can be changed manually.
Unit	Product unit.
Charact.	Characteristic of the product defined in the catalogue.
Identification	Identification of the product.
Activity	Expense activity from the catalogue.
Qty Ord. Invt.	Required quantity based on the inventory unit.
Inv. Unit	Unit of measure associated with the inventory quantity.
Qty Ord. Cust.	Required quantity based on the customer unit.
Cust. Unit	Unit of measure associated with the quantity for the customer.
U.P. Invt	Unit price based on the inventory unit.
U.P. Customer	Unit price based on the customer unit.
Disc %	Percentage discount applicable to the price.
Amount	Amount for the product line.
Tx	Tax applicable to the sale of the product.
Tx	Tax applicable to the sale of the product.
Cost Price	Cost calculated based on the quantity and unit price.

1. Customer section:

Field	Description
Customer Code	Customer code from Customer Management.
Address No.	Customer's address number. NOTE: Different addresses can be created for a given customer using the Define Customer Addresses option.

2. Delivery section:

Field	Description
Location	Location for the work. Available values: Alternate Used to create a temporary address. Contact Makes it possible to use an address associated with a contact in Contact Management. Customer Use the same address as that for the customer. Project Uses the project address entered in Project Management.
Specification	Used to specify additional information for the Location field. NOTE: If Alternate is selected in the Location field, a temporary address can be created.

3. Others section:

Field	Description
Contact	Customer's contact for the estimate.
Project	Project number.
Customer P.O.	Customer order number.
Order Date	Date of the estimate.
Date Limit	Date limit for submission of estimate.
Time Limit	Time limit for submission of the estimate.
Price List	Price list from Price List Management.
Other Reference	Reference number for the estimate.
Estimate Type	Type of estimate selected when opening it.
Estimator	Estimator's code. NOTE: The code is from Security Management.
Salesperson	Salesperson associated with the customer in Customer Management.
Attention of	Name of the person to whom the estimate is submitted.
Customer Project	Name of the customer's project.
Cust. Project Description	Description of the customer's project.
Priority	Processing priority from Define Priorities.
Delv.	Planned delivery date.
Quotation Valid Until	Validity date of submitted prices.
Date Submitted	Date on which the estimate is submitted.
Date Accepted	Date on which the estimate is accepted by the customer.
Due Date	Internal due date.
Modification Date	Date of the last time the estimate was saved.