Column Heading

Definition/Purpose

PART CODE

You may assign codes to your parts. These can be up to 10 characters and can contain any combination of numbers and letters.

SUPPLIER CODE

The supplier code is what the Part Import Wizard references when performing price update operations. If two parts have different Supplier Codes then they are treated as unique parts. If this field is left blank, the PIW will randomly assign it a value. This can be up to 10 characters and can contain any combination of numbers and letters.

*

CATEGORY

This defines what part category the part will be classified under. If the category already exists in your database, be sure to type it exactly as it appears in the program. If you define a category that does not exist, the PIW will create one.

*

PART DESCRIPTION

This is the part title that appears throughout the program. For example "cedar lap siding".

*

COMPANY OR SUB-CONT

This identifies whether the part's costs will be calculated as a subcontractor cost or a company amount, depending on whether this field contains an "S" or a "C", respectively.

*

PART UNIT TYPE

This specifies the part's Unit Type. For example, you should type one of the following: Pieces, Lin. Feet, Sq. Feet, Cu. Yds., Hours, or Dollars.

(*)

COMPANY UNIT COST

For some company amount type parts only (not parts with unit type "Dollars" or "Hours"). This should contain the part's Unit Cost if it is a company amount. For example if the part is cedar lap siding, employees of your company typically install it, and it costs $3.15 per square foot, you should type "3.15" here and specify "Sq. Feet" as the unit type in the Part Unit Type column.

(*)

SUB-CONT UNIT COST

For some subcontractor cost type parts only (not parts with unit type "Dollars" or "Hours"). This should contain the part's Unit Cost if it is a subcontractor cost. For example if the part is cedar lap siding, your company typically hires subcontractors to install it, and it costs $3.15 per square foot, you should type "3.15" here and specify "Sq. Feet" as the unit type in the Part Unit Type column.

(*)

HLR

For some company amount type parts (not parts with unit type "Dollars") and subcontractor cost type parts with unit type "Hours". Type in the Hourly Labor Rate code you want to assign to this part. This should be a letter A-J, and corresponds to the labor rates defined in the Options Tool, HLR Editor.

(*)

HOURLY MULTIPLIER

For some company amount type parts only (not parts with unit type "Dollars" or "Hours"). This defines the number of hours required to install one unit of the part. For example, in the case of cedar lap siding if it takes 1 hour to install 40 square feet, the hourly multiplier should be 1/40, or 0.025 .

(*)

MATERIAL MULTIPLIER

For some company amount type parts only (not parts with unit type "Dollars" or "Hours"). Some users may want to set all material multipliers to a value of 1.0 . Other users may want to use this feature to define the material markup for parts and will use this value to do so. For example, you can markup the material costs of the part by 50% by using a material multiplier of 1.5 .

ROUGH-IN HOURS

For some subcontractor cost type parts only (not parts with unit type "Dollars"). This is used for scheduling purposes and is not used in the cost estimation formulas. You may use this to estimate the number of hours it will require subcontractors to install (rough-in) one unit of the part. The Project Manager, Summary Mode allows you to see the total number of rough-in hours that should be allocated for your subcontractors in each category. Note: For subcontractor cost type parts with units "Hours" you may define this as a decimal fraction between 0 and 1, and that fraction of hours entered will be allocated to the rough-in hours total. In such a case this fraction and the one in the FINISH HOURS column should add up to 1 .

FINISH HOURS

For some subcontractor cost type parts only (not parts with unit type "Dollars"). This is used for scheduling purposes and is not used in the cost estimation formulas. You may use this to estimate the number of hours it will require subcontractors to install (finish) one unit of the part. The Project Manager, Summary Mode allows you to see the total number of finish hours that should be allocated for your subcontractors in each category. Note: For subcontractor cost type parts with units "Hours" you may define this as a decimal fraction between 0 and 1, and that fraction of hours entered will be allocated to the finish hours total. In such a case this fraction and the one in the ROUGH-IN HOURS column should add up to 1 .

PRELIMINARY TEXT

This defines the text that will be inserted into the Preliminary Proposals for projects in which the part is included. The part text appears in the Project specifications section of Preliminary Proposals under the part category heading. If you would like the actual part quantity value to be inserted, place the text [qty] where you want the number to appear. You may also type the text [s] to include an "s" in situations where the quantity is not equal to 1. For example, "Provide and install [qty] interior outlet[s]." You may leave this blank if you do not want any text inserted into proposals for this part.

FORMAL TEXT

This works the same as the PRELIMINARY TEXT column, but defines the text to be inserted into the Formal Proposals.

SUBCONT TEXT

This works the same as the PRELIMINARY TEXT column, but defines the text to be inserted into the Subcontractor Bid Request forms instead. This allows you to specify detailed specifications for parts that you want to provide for your subcontractors that your clients do not need to see.

Part Image Path

This defines the file location of the part's image. Defining an image for parts allows you to use the Image Gallery capability within the Reports Manager. This includes pictures of parts used in the project along with brief captions to illustrate greater detail of the project contents for customers.

* This denotes a required field.

(*) This denotes a field that may or may not be required, depending on the part unit type and whether it is a company amount or subcontractor cost.

See Also

To use the Part Import Wizard

Importing data