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Estimating Tour

 Priority One Plus is the only system that has 2 different styles of estimating and you can combine the styles on any estimate.  Each style has its own Working Cost Database. 

The Task Oriented style of estimating is especially good for handyman operations.  A handyman normally is called upon to do tasks that may or may not be related and that, combined, are far less in scope than a remodeling job.  Individual painters who do not normally serve as sub-contractors might also use this style but, as they grow, can easily switch to the line item style by just flipping a switch in the system.

Notice that, in the Job Description area, are tasks 1.) and 2.).  The system automatically increments.  Also notice the text in task 2.).  Each task takes as much area as needed.

 

Adding a Task is usually text oriented and there is enough room to describe each task. As you can see, you can save this task to a database for later use and just click on the Add from Database button to use that database. . 

 

 
Detail - Line item style of estimating automatically takes advantage of the cost database and is oriented around it.  Items are brought in from the database and accumulated by Phase. 

 

Each item, as brought in from the database, is a unit cost item with a quantity of 1 indicating 1 unit of that item.  The Labor, Materials, etc. components are all at unit basis so, for one unit of "Install drywall - taped and finished, 1/2", over 300 SF" the labor is .03 hours at a rate of 31.00 and the materials cost and price are as pictured. All that is necessary is to change the Quantity if we want more of those units and the multiplication will be done.  You will see the difference next to the Cost and Price headings under he text .  The Budget code is used to give us our Job Cost Budget.

If you chose the commercial processing using the RS Means databases the screen will look like this. All processes on the screen will work the same way as show in the following flow.

Using the Compress check box can alter the view of the estimate screen.  The default screen configuration can be set on the Construction Properties screen.

When changes are made to the Labor or Materials Factors and the Working Cost Database is updated the item in that database that matches this may have new costs.  The Updateable from database indicator tells the system that, when you click on the Refresh button on the estimate screen, this item can be updated.

 

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