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This is the principle feature of the program. Within the Project Manager you may assemble all of the parts associated with a particular customer's project to estimate the cost. You can enter parts individually using the Standard View, or you can use the Template View. The Template View allows you to add many parts at a time using specific arrangements of parts defined within customized templates.
The Project Manager also allows for alternates and components. Alternates are a group of parts that identify a specific aspect of the project with an associated cost that the customer may choose to accept or decline. Components are a group of parts that are included in the main window and calculated into the project base bid value but kept separate for unique editing/viewing capabilities. You may change an alternate to a component and vice versa at any time.
Throughout the Project Manager you will see View Table buttons that allow you to open a report viewer with information displayed in tabular form. This displays data in an itemized format; whether you intend to submit this to customers or use it internally for production reference, this is a useful feature for communicating project information.
Feature |
Function |
1 Customer Name |
Displays the name of the customer for whom the loaded project estimate was created. |
2 Project Title |
Displays the title of the loaded project. This may be edited directly in this field. |
3 Project Description |
Displays the description of the loaded project. This may be edited directly in this field. |
4 Part List |
Lists by category all of the parts contained in the part library. When a part is selected from this list its data appears in the Part Entry Data Preview region below. Parts may be displayed in either the Flat or Tree format. |
5 Icon for access to Template View |
Click this icon to access the Project Manager, Template View. Instructions on how to use this are provided in the next chapter. |
6 Part Entry Data Preview |
This displays the data of the part selected within the Part List. The part quantity is entered here and a summary of the calculated part costs is displayed. The Add Part button then adds the part information into the main window. |
7 Main Window |
This displays the part content of the project – the basis for how an estimate is generated. Data is summarized in one of two ways: Details Mode or Summary Mode. |
8 Refresh Prices Button |
A project's pricing information is not sensitive to changes made in the Part Editor or with the Part Import Wizard. Therefore when prices are updated the estimates for existing projects do not reflect these changes. Click Refresh Prices to update the project to the current price settings. |
9 Column Display Controls |
Controls which columns are displayed and which are concealed. This applies to the screen, as well as the data presented when the "View Table" button is used. |
10 Duplicate Project Button |
The "Duplicate" buttons found within the Project Manager give you the ability to duplicate projects/alternates/ components for other customers and/or projects. |
11 Alternate/Component List |
This list contains all of the alternates or components that have been created for the project. |
In This Chapter |