Estimating - Estimate Tabs and Line Item Views

Estimate Tabs

Estimate Cost Codes (Sections)

• Create and Import Cost Codes
• Scope (ex. Inclusions, Exclusions and Clarifications) can be documented per Cost Code.

Locations (Must be enabled on the Estimate Properties form)

• Create and Import Locations

Estimate Items

• Add and Import Estimate Items
• Group and Filter Estimate Items

Bid Management

• Create and Manage RFP Packages
• Send out Bid Invites by RFP Package
• Bid Analysis By RFP Package

Global Markups

• Add Global Markups
• Add Adjustments (Cuts and Adds)

Cost Code Summary / Export

• Calculates Estimate Automatically (ex. Global Markups, Cost Code Totals, Estimate Totals)
• View Estimate Cost and Sell Summary By Cost Code, Internal Grouping Codes and/or Location
• Export Estimate to Microsoft Excel in various formats

Estimate Summary / Reports

• Calculates Estimate Automatically (ex. Global Markups, Cost Code Totals, Estimate Totals)
• View Estimate Sell/Proposal Summary
• View Estimate Cost Summary
• View Estimate Variances (Sell - Cost)
• Export Proposal Reports using Microsoft Word Templates

Estimate Items Tab - Line Item Views

Estimate Line Items contain a substantial amount of information: description, quantity, units, cost rates, manufacturer information and comments. Unlike a spreadsheet where one has to scroll left and right to view all this information, Corecon offers grid Views (eg. T, M, L etc.) which show a subset of these fields making it easier to view and update information.

• Total: Totals View (Shows Cost and Price Totals)
• Materials: Materials View (Shows Material Resource Fields)
• Labor: Labor View (Shows Labor Resource Fields)
• Equipment: Equipment View (Shows Equipment Resource Fields)
• Sub: Sub View (Shows Sub Resource Fields)
• Other: Other View (Shows Other Resource Fields)
• Formula: Formula View (Shows equation that is used to calculate quantity.)
• Assembly: Assembly View (Shows if Item is part of an Assembly.)