winestquickstartsample.doc

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Getting Started with WinEst Sample Exercise v10 Professional Cost Estimating and Budgeting. Things you need to know about WinEst Pull Down Menus & Tool Bars WinEst enables you to view your toolbar in several ways. Here are 2 examples. If you prefer a large, easy to see selection of Icons, Select ‘Preferences’ from the ‘Tools’ menu option. Now select the Toolbar and Menus option from the displayed list of preferences. Select the ‘Large buttons with Text’ option at the top of the screen. Toolbar Small Images with Short Text Toolbar Large Images with Text WinEst has pull down menus for each of the following - File, Edit, View, Filters, Tables, Tools, Database, Reports, Custom, Window and Help. When the mouse is clicked on one of these menu items, a list drops down with the available commands for that menu. Scan the menus to see the features available in the WinEst program. Help Help is always available. You can select the Contents command on the Help menu or press the F1 key to view help. To close the Help system, from the File menu in the Help application, select ‘Exit’. 1

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Page 1: WinEstQuickStartSample.doc

Getting Started with WinEst Sample Exercise v10

Professional Cost Estimating and Budgeting.

Things you need to know about WinEst

Pull Down Menus & Tool Bars

WinEst enables you to view your toolbar in several ways. Here are 2 examples. If you prefer a large, easy to see selection of Icons, Select ‘Preferences’ from the ‘Tools’ menu option. Now select the Toolbar and Menus option from the displayed list of preferences. Select the ‘Large buttons with Text’ option at the top of the screen.

Toolbar Small Images with Short Text

Toolbar Large Images with Text

WinEst has pull down menus for each of the following - File, Edit, View, Filters, Tables, Tools, Database, Reports, Custom, Window and Help. When the mouse is clicked on one of these menu items, a list drops down with the available commands for that menu. Scan the menus to see the features available in the WinEst program.

Help

Help is always available. You can select the Contents command on the Help menu or press the F1 key to view help.

To close the Help system, from the File menu in the Help application, select ‘Exit’.

Maneuvering about the SystemWinEst has three main views in the program that enables you to follow a structured method building and reviewing your estimates. You can move from view to view at any time by clicking one of the corresponding toolbar buttons (‘Item Takeoff’, ‘Estimate Sheet’ and ‘Totals Page’) or by making selections from the ‘View’ Menu.

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Item Takeoff

This view is for adding items to your estimate from the price book Database. From here you can:

Lookup items from the database Perform takeoff calculations Assign a locations or Work Breakdown Structures (WBS) to items Analyze the Item takeoff audit trail Enter unique, one time items Add notes to items Access the calculator or drawings programs Assign Quantities to selected items Perform assembly takeoff (Adding many related items to the estimate at the same time)

Estimate Sheet

This view is for analyzing and modifying the estimate. The Estimate Sheet is a spreadsheet. From here you can:

Alter information for an item across the categories Reprice the estimate based on current pricing Apply Adjustment factors based on Location Apply City Cost Indexes to adjust pricing by on location Change an item’s description and takeoff quantity Filter and sort your estimate with pre-designed or custom designed filters & reports Add Item specific Notes and Memos Make adjustments to virtually an item specific piece of information such as pricing and productivity rates View the Estimate as Net or Gross (Cost or Billable) values

This spreadsheet can have the column widths altered and filtered to show the information most appropriate for examining the costs including summary information.. Display columns can be alternately added, deleted or hidden by clicking the right mouse button while on the column heading row. The column heading row contains each column text description.

Totals Page

This view is for summarizing costs and adding costs not covered elsewhere such as Markups. From here you can:

See a dollar amount and percentage summary of the categories of work Apply percentage, lump sum and step markups and bonding costs. (Net or Gross) Add Taxes View the total net costs, markups, and total costs for the job

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A Sample Exercise

WinEst is well suited for using in a wide variety of applications. In terms of determining estimated costs, concepts are the same whether you are a General contractor on a commercial building Project, an IT director configuring a Wide area Network or a Project manager designing a nation wide Cellular Network. Wherever projects are constructed with labor and materials, WinEst can assist in determining the Projects final cost. For the purposes of this sample, we will be using a General Construction Price Book to demonstrate WinEst’s features and functionality. If you are not a General Contractor, try to visualize how the concepts presented in the sample can fit your unique estimating requirements. WinEst has a wide variety of Standard Industry Price Book Databases available. Contact you WinEst Sales representative for information on the Price Book best suited to your needs.

Before you begin, start a new estimate by selecting ‘New’ from the File menu.

Item Takeoff

Start the sample by adding items to the estimate. This is referred to as Item Takeoff.

1. Change to the Item Takeoff view by clicking on the Takeoff icon or by selecting ‘Takeoff View’ from the ‘View’ Menu

2. Click the ‘Add’ Items button on the toolbar

Toolbar Small Images (Takeoff View)

The database browser appears, displaying the contents of the current database price book. The price book is broken into 3 sections (Division, Major Section & Minor Section). These groupings allows for quicker assess to items based on the section they belong to. For example all concrete related items are found under Division 03 Concrete.

As you highlight combinations of Divisions, Major Sections and Minor Sections, corresponding items display below. To select an item. Highlight it and click the ‘Add’ button, or Double-Click on the item itself. Items that have been selected display in the Takeoff list box at the bottom of the screen. The icons to the left of the items are visual indicator of the costs related to the item. (Labor, Materials, Subcontract, Equipment, Other & User)

Item Cost Icons

Category Icon DescriptionLabor PersonMaterials BricksEquipment TruckSubcontractor Hard HatOther Money Stack

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User Coin4

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Database Browser

Division Major Section Minor Section

To move through the contents of the database, click on the Division, followed by the Major Section, and Minor Section.

To add an item to the estimate:

a) Select it with the mouse cursorb) Double click on the item or highlight it then click the ‘Add Item’ button

1. For this sample exercise, select the following takeoff items: Minor Section Item Description 2212 – Rough Grading Rough Grade – Ditches/Swales2222 – Excavation - Swale Excavation – 245 Crew

To find the items listed above, we:

a) Find the first item by Selecting:2000 Sitework (Division)2200 Earthwork (Major Section)2212 Rough Grading (Minor Section)

b) Double click on the item description in the item view box below to add it to the takeoff list or while it is highlighted, Double Click or click the ‘Add’ button.

c) Find the second item by Selecting:2000 Sitework (Division)

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2220 Excavation (Major Section)2222 Excavation – Swale (Minor Section)

Adding Individual Items from the Database Price Book

The Accept Button

2. Click the ‘Accept’ button followed by the Close button found in the lower right hand corner. This will accept your selections and return you to the item takeoff view. WinEst adds the items into the estimate spreadsheet.

Calculating Item Quantities (Takeoff)

Each item has a formula assigned to it in the price book database. This formula appears while items are being added to the estimate. Each Formula has a set of questions which are used to calculate an Item quantity. These are called dimensional variables. The first item you selected in the database browser (Cut & Fill 100’ Haul-Native) is now ready for a takeoff quantity.

The Item’s Takeoff Quantity Cell

The first item selected has its Qty (Quantity) field highlighted and the cursor (blinking) ready for numerical input in the dimensional variable for item. In this case there is only one dimensional question required to determine the items quantity, ‘Volume in Cubic Yards’.

Enter a value for the Cut & Fill quantity: (Be sure the Num lock option is turned on)

Type 8000 Press the Enter key. The cursor automatically moves the cursor to the ‘Add’ button. Press the Enter Key

again. o Notice: The first item in the spreadsheet now has a value. All costs related to that item have

also been calculated. The total current estimated cost displays on the status bar at the lower left hand side of the window.

Press the ‘Next’ button to quantify the next item

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Note: You can click into the Variable cells (‘Area to Grade’ and ‘Production sqyd/day’) again to enter more quantities for the same item if you wish.

You can also enter values directly into the spreadsheet. Regardless of how the quantity value is generated, by formula or entered directly, WinEst keeps an audit history of every change made to every item. You can see the items history log by double-clicking in the items quantity cell or by selecting ‘Item History’ from the View Menu.

Enter a value for the Load & Haul quantity:

1. Because you will move 8,000 cubic yards of soil, type 8000 in the Cuyd Load & Haul box.

2. Press ‘Enter ‘. The cursor moves to the box for the next formula variable

3. Type 500 in the Production sqyd/day box

4. Press ‘Enter’ to move to the next variable

5. Press ‘Enter’ to move the ‘Add’ button. The takeoff quantity for the dump truck is calculated

7. Press ‘Enter’ again to add the takeoff quantity to the spreadsheet

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Adding Assemblies to the Estimate (Groups of Related Items)

With WinEst you can also perform assembly takeoff. Using this method of takeoff WinEst enables you to add groups of related items into the estimate together, while calculating their quantities from a common set of dimensional Questions. From the Takeoff window:

1. Click the ‘Add Items’ button.

2. Select ‘Assembly’ from the list box at the top left hand side of the database browser or off the ‘By’ grid Select Hierarch and off the ‘List’ grid select Assemblies

Assembly Browser

3. Highlight the “3000 Concrete” Heading then the “Concrete Flatwork” – 3320 Group. Assemblies belonging to this heading display below

4. Select the Slab on Grade – (Area) w/Rebar, assembly 03322r. You may need to scroll down the item listing to find the correct item. (Depending on your screen resolution)

5. Click the ‘Add Item’ button

When this Assembly was created, some of its items where defined as ‘Pick items’. This enables you to select alternate items during item takeoff, dependant on project specifications. You will be presented with items lists for each ‘Pick Item’. Select the gravel item that you want by highlighting it and clicking the ‘OK’ button on the bottom right hand corner of the window, or Double-Clicking on the item itself. If no gravel is desired you could click the ‘Skip’ button. Use this same method to select item specification for all remaining ‘Pick Items’ that are presented, or click ‘Accept Remaining Picks’ to accept the defaults or all items in the Assembly. Once the Assembly appears in the Takeoff Items list, you can click the ‘Accept’ button on the bottom right hand corner. This will bring the assembly and all of its related items into the Estimate spreadsheet

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6. Click the ‘Close’ Button and the Assembly Takeoff Browser will disappear

7. Input the following values into the variable input boxes for the assembly:

Length of Slab 180 LnftWidth of Slab 65 LnftDepth of Concrete Slab 5.5 inGravel Depth 4 inSand Depth 6 in

Reinforcing Per SF Concrete Slab 2.68 lb

Quantifying an Assembly

8. After pressing the Add button, quantities will be calculated for the items that are part of the Slab on Grade assembly. More takeoff passes can be performed to accumulate quantities for the assembly

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Using the ‘Estimate Sheet View’ for AnalysisNow that you have generated the takeoff quantities, you’ll analyze the results on the estimate sheet.

1. Click the ‘Estimate Sheet’ button on the toolbar

2. Select ‘Item Details’ from the ‘Filters’, ‘Default Filters’ menu. If you selected different items during the pick selections, then those items will be in the estimate instead of the ones listed in the exercise

Change Views (Filters)

3. The middle buttons across the top of the toolbar, when using Large Buttons with Text, (Details, Labor, Materials, Subs, Sections, and Divisions) are filters you can apply to the Estimate Sheet view. The depressed button indicates the active filter. More Estimate Views (Filters) are available on the ‘More Estimate Filters’ option found off the ‘Filters’ Menu.

Icon definitions (Spreadsheet View)

Labor – Displays Labor related items only.

Materials – Displays Materials related items only.

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Subcontract – Displays Subcontract related items only.

Sections - CSI Major Section Summary

Division – CSI Division Summary

Scroll across the estimate sheet by clicking the scroll bar arrows on the bottom of the screen. You can adjust the width of any column by moving the mouse cursor over the column heading right edge. The cursor changes shape to a double-ended arrow when the mouse cursor is placed on a column border. You can then click and drag the column to a new width.

Making Changes in the Estimate Sheet ViewThis section describes how to change items in the Estimate Sheet view.

Changing the Description Name1. Select the cell containing the description for the Cut & Fill 100’ Haul - Native item and then press the enter

key to highlight the item’s description

Changing Information on the spreadsheet

2. Type Cut & Fill 100 yard Haul

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3. Press Enter

The item now has the new description you gave it. Descriptions can be up to 80 characters long.

To undo a change in a cell, select the Undo function from the Edit menu. Try this on the description field, and try it a second time to see that you can undo an undo.

Changing the Labor Productivity

1. Select the Labor Prod (labor productivity) cell for the Cut & Fill 100 yard Haul item

2. Type .04

3. Press Enter

Column relationships in WinEst are predefined, and therefore cannot be tampered with or accidentally broken. A change made in one column will always make the appropriate changes in other columns. This serve to maintain the overall estimates cost integrity.

Any numbers in the Labor Price (labor unit price) and Labor Hours (labor hours) for that item change in relation to the productivity change. As other Labor columns change, you’ll want to check the effects here. Changes to the Equipment categories follow the same strategy as the labor categories.

Changing the Column Contents

Experiment with changing values in the estimate sheet and see how those changes affect the other columns.

Every job must be analyzed in accordance to the specific factors that affect costs: the time of year, labor market considerations, current materials prices, specific subcontractor bids, and so on.

It’s expected that you’ll need to change a variety of the default values. The default values that appear in the estimate sheet are copies of values set in the database. Any changes you make on the estimate sheet do not affect the original values stored in the database unless you reprice the database from the current estimate.

Tip: You can modify the default values inserted by the database to whatever values you use the most.

Reviewing the Detailed Audit TrailEvery action taken during an estimating session is recorded into a detailed item history. The item history for any item of work in the estimate can be reviewed by selecting the takeoff quantity cell for the item to be reviewed and double clicking or by selecting the Show Item History option from the View menu.

View the detailed item history for the Cut & Fill item:

1. Select the takeoff quantity cell for the cut & fill item

2. Double-click the mouse while the cursor is positioned in the takeoff quantity cell.or select ‘Show Item History’ from the View menu

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Item History

3. To close the history dialog box, select the ‘Close’ button found in the lower right hand corner

FiltersFilters allow you to view your estimate detail in a variety of different ways. By allowing you to; condition, sort & subtotal information, you can focus on specific areas of concern.

Look at the effect the filters have on the Estimate Sheet view by clicking on Filters, More Estimate Filters. Column widths are adjustable. Try adjusting the width of the columns so that they fit on the screen. When you switch from one filter to another one, the program saves the column widths. The Sections and Divisions Summary filters display a summary of the total costs of the work by CSI sections and divisions, respectively. These two filters allow you to quickly view the distribution of costs across the entire project. You may find these filters easiest to read if you change the widths of the columns to fit in a single screen width.

Custom FiltersWinEst has the capability to create and customize the filters to display the estimate spreadsheet according to your criteria. You can edit the spreadsheet in the following manner:

Select which columns display Select the order that the columns display Display data columns as well as cost information Select the sort order of the estimate sheet Filter items to display only certain cost categories Change the column header names to your preferred names

Data contained in any specific filter can be adjusted on the fly. To an additional column;

1. Select where in the filter view you want the column to display

2. Select the column heading to the right of where you want the new column to reside

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Inserting Columns on the Spreadsheet

3. Depress the right mouse button and click ‘Insert Filter Columns’ to view the column options

4. A list containing all available columns will display

5. Select on by either Highlighting it or Double-Clicking

Note: Columns can also be Remove and/or Hidden. Remove by selecting the column, Right-Clicking and Selecting Remove

The Choose Filter BoxFrom the Filters menu, select ‘More Filters’. A selection box will appear.

Highlight the filter Item Takeoff View and click on the ‘OK’ button. You will notice the filter is completely different than the others. Next try the Totals By Division - Detailed filter. You can try all of these filters to see the different display options that come with WinEst Pro Plus. In the software you can make new filters to display the estimate sheet to your criteria.

Edit Modify & Fill DownLarge portions of the estimate may be modified at once by selecting a column or a range in a column and choosing either the Modify from the Edit menu or Fill Down from the right click menu. The Modify command allows you to make percentage changes, value additions, or value replacements within the selection. The Fill Down command copies the contents of the first cell into all of the other selected cells.

1. Click the Labor filter button on the toolbar

2. Click on the top of the Labor Rate column (the one containing the Rate label), selecting the entire column. This will highlight the entire column

3. From the Edit menu, select Modify

The Modify Cells dialog box appears. Select the Replace option from the Method menu and the Don’t Modify Empty Cells checkbox, and type 25.00 in the Value box. Click ‘OK’

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Notice that all of the selected rates change from $20.00 per hour to $25.00 per hour. This function can be used to adjust an amount by a percentage (positive or negative), add (or subtract) an amount, or completely replace any existing value.

Viewing Totals for the Estimate

The Totals Page view gives you an overall summary of your estimate and lets you add markups, bonds, and other expenses that don’t fall into the work item categories. To move to the totals page, click the Totals Page button on the toolbar. The Totals Page view appears.

The Percent and Dollar Amount columns on the left side of the screen show the distribution of the job’s costs. On the right side, the Hours column shows the total hours required to complete the job for labor and for equipment as estimated. The first seven rows of the Totals Page view display the estimate’s net costs based on the contents of the Estimate Sheet view, and cannot be changed here. To make any changes, switch back to the Estimate Sheet view and alter the contents of individual work items in order to change the totals.

Totals Page

Adding Markups

You can add markups to your project costs by either adding them as a percentage of the net cost or as a lump sum. To work with markups, click the Edit Markups button on the toolbar. The Net Markups spreadsheet dialog box appears.

Select the Edit Net Markups icon on the tool bar

Click the ‘Add’ button. You can either select an existing markup or select the New button. At the top of the window you can give the markup a name and indicate the percentage amount for the markup. You can restrict the markup to be based on a range of CSI numbers or to a particular category (Labor, Materials, Equipment, Subs,

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Other or User). Once you have clicked on the ‘OK’ button, the net markup will be saved, the Edit Markup dialog box will disappear, and you will return to the Net Markups spreadsheet dialog box. You can repeat this process to add, delete, and change net markups. You can also use the Move Up and Move Down buttons to reorder the net markups. Once you have Clicked on the Close button, the name of the markup appear beneath the Net Costs row in the Totals Page view. The value of the markup is automatically added to the Subtotal and Total Bid entries.

As an example, create a new markup named “Overhead” based on 12% of the net costs:

1. Click the ‘Edit Net Markups’ icon on the toolbar . The Edit Net Markups spreadsheet dialog box appears

2. Click ‘Add’, then ‘New’, to add a new markup to this estimate

3. In the Markup Name box, type Overhead

4. Adjust the Markup Type list to show Percent. In the Markup Value box, type 12

5. If no category (Labor, Material, Equipment, Subs, Other or User) is selected, all is assumed

6. Click ‘OK’

7. Click ‘Close’

WinEst will add the Overhead markup to the totals page and adds 12 percent to the Subtotal and Total Bid prices. You can see that when a markup is created it is placed on the totals page view in the appropriate location on the sheet.

Tip: You can double-click on the name of a markup to redisplay the Edit Markups dialog box for that particular markup.

Adding Bonds

You can add bond costs to your estimate easily and quickly. Bond costs are based on a series of step calculations, using the Subtotal value on the totals page as the project cost.

Use the Edit Bonds dialog box to add up to 10 Bonds to each estimate.

As an example, create a new bond for guaranteeing performance:1. Click the Edit Bonds button on the toolbar. The Edit Estimate Bonds spreadsheet appears

2. Click on the ‘Add’ button. The Choose Bond window appears

3. Select an existing Bond or click ‘New’, to add a new bond to the estimate

4. In the Bond Name box, type Step Bond

5. In the Bond Step Calculation grid, add the step calculations for the bond. In this case, assume the following step calculations. Type the highest number in each percentage range in the Amount boxes, and the related percentages in the adjacent Percentage boxes

Bond Dialog Box

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6. Click ‘OK’7. Click ‘Close’ to exit the Step Bond screen

WinEst will add the new Bond beneath the Subtotal row on the Totals Page view, and adds the bond cost to the Total Bid value.

Totals Page

Note: Like all Data Views in WinEst, the presentation of data on the totals page is customizable.

Viewing Reports with Print PreviewNow that you’ve completed the basic process involved in preparing an estimate in WinEst Pro Plus, you will want to evaluate the reporting process.

There are 3 types of reports in WinEst:

1. Pre-built reports found listed on the Reports menu.2. Standard filters and user created filters.3. Custom Reports pulling information from WinEst

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Pre Build and Filter report types use the Print Page Setup options to custom tailor the headers, footers, font styles, page layout and printing options to customize the output. The main difference is that the reports from the menu are pre-built and complex, the filters are user definable and sort and arrange the estimate data according to your layouts. Because the demonstration software is disabled, you will not be able to preview reports, only filters.

Custom Reports are found on the Report…Custom Reports menu. They use exterior products such as MS Word or Internet Explorer to print.

To Preview a Filter Report:1. Click on the Estimate Sheet Button2. Select the Totals by Division - Detailed filter from the More Filters option from the Filters menu.3. Select Print Preview from the File menu.

You can zoom in on the picture by placing the cursor over the text portion of the preview and clicking. Also the various options to customize the report can be accessed via the Setup button on the toolbar.

To change the Print Page Setup options from the preview screen:1. Select the Setup... button from the preview mode.

2. Make any changes desired to the report.

4. Click ‘OK’ to return to the print preview to review the changes.

Sample Exercise ends here.

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Read the rest of this document for important information you will need to understand the operation of the WinEst system quickly

***********************************************************************************************************************************

The remaining portions of this document are informational and do not require input by you.

***********************************************************************************************************************************

Getting Quantities from Electronic Plan Sheets. (This section is an example and not Part of the sample exercise)

With the addition or WinEstimator’s WinEst Onscreen Takeoff module, you can retrieve quantities directly from Electronic Plan Sheet Images. The assembly example above required that you enter the lengths and the widths of the concrete slab in order to determine the total cubic yardage for concrete and the corresponding amount of required Rebar This approach would be complicated when working with irregular shaped slabs, requiring you divide the slab into geometric shapes, while making several dimensional passes to quantify the slab assembly.

The following example shows how this would be done using electronic Plan Sheet Images to calculate the area.

WinEst Onscreen Takeoff supports a wide variety of commercially available image formats. Formats currently supported include:

.Tif (Tagged Image Format)

.BMP (Bitmap)

.jpg (Joint Photographic Experts Group)

.png (Portable Network Graphics)

.jif (Graphic Interchange Format)

.pln (Dodge Plan)

An Assembly would be added to the estimate in the same manor as before, from the ‘Add Item’

button on the Takeoff View.

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Once the desired Assembly has been selected into the Takeoff List box, it is added to the estimate by clicking the ‘Accept’ button.

As you can see, the first dimensional variable at the top of the Calculate Takeoff Quantity screen is ‘Area of Concrete’. This variable is looking for the Sqft of the assembly . In the Sample exercise just complete, you were presented with two dimensional variables, ‘Length of Slab’ and ‘Width of Slab’ from which the sqft of the slab was calculated.

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In this example we will get the ‘Slab Area’ from an electronic Image of the drawing.

To do this we will select the ‘Digitized Takeoff’ icon at the top of the screen.

When beginning an estimate, you are presented with this setup screen for the first image used. Here you define the drawing and layer name as well as the path to the Image from which you will be retrieving dimensional information.

Plan Sheet Navigational Thumbnail

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By clicking on all of the corners in the selected slab or by clicking around irregular shapes, WinEst Onscreen Takeoff calculates the area that the shape represents. Onscreen can also calculate item counts, lengths and perimeters.

Clicking the ‘Add’ button, then closing the on-screen takeoff window, sends the resulting Takeoff Quantity to the Estimate Spread Sheet.

Optional Digitizer Takeoff (Getting Dimensional values from Paper Plans)

Call for Information on the capabilities of the digitizer takeoff software option to WinEst:

Printing the takeoff graphics How Takeoff Pro for Windows uses colors Generation of a custom scale for a set of plans Select count symbols for quantity each takeoff Recall perimeters from an area takeoff Add items from the database without leaving the takeoff screen

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Sending Solicitations for Bid “Bids and Quotes”) (RFQ’s and ITB’s)

With the addition of this optional module, WinEst can assist you in the purchasing/bidding and buyout processes. The Bids and Quotes module is designed to sort, filter, and summarize detailed estimate items into RFQ’s (Request for Quotation) or ITB (Invitation to Bid) formats without duplication of effort. Once created; RFQ’s/ITB’s can be delivered to subcontractors and suppliers via Web based B2B sites, or by Fax or Email. Using WinEst’s built-in filtering technology, to identifying vendor specific items and selecting them into a single RFQ/ITB, is as simple as clicking a button.

To Prepare an RFQ:

Select “Bids and Quotes” from the ‘Tools’ menu found at the top of the screen.

Give the RFQ a Code and Description

Select Estimate Items to be included on this RFQ. You can you the build in Filters found on the ‘Filter’ list drop down box, or use the ‘Restrict to:” and ‘Section’ list boxes to determine which items are pulled into the RFQ.

1. Select the “Purchased Materials’ Filter in the Filter Selection box.

The Bids and Quotes Item Selection window

Use the ‘Info’ Tab to enter further information about the RFQ. Project Number, Description, Required By Date and special bidding instruction can be added on the Tab.

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The Bids and Quotes Info Tab

2. Now, define the RFQ further by Clicking on the ‘+/-‘ button and Removing Item ‘0005’ Slab Forms

This Window enables you to Add or Remove Estimate Item from an RFQ.

Double Clicking individual Item alternately adds them to or removes them from the RFQ.

Each item in the RFQ brings forward information from the estimating system into the RFQ itself. These properties can be modified from within the RFQ window by Double-Clicking on the item description. This activates the RFQ Item Edit window

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The RFQ Item Edit window

Change Item specification as need her to insure that your subs and suppliers have sufficient information to bid each item correctly.

Sending RFQ’s to Subs and Suppliers

Once the RFQ/ITB is created and contain the correct bidding information, you are ready to send it to your Subs and Suppliers. Bids and Quotes supports 3 delivery methods.

Web Based RFQ/ITB Delivery Email Delivery Print and Fax

Delivery to the Web required that you have a current Procurement Site Subscription. WinEst is sold with a 1 year subscription to one of the sites, ContractorHub.com. Sending RFQ’s to this site can greatly enhance the communication between you and your vendors.

ContractorHub.com will:

Enables you to post your RFQ/ITB directly to a Web based community of Subcontractors and Suppliers

Enable you to Post RFQ’s/ITB’s to a Virtual Private Market Place containing the Subs and Suppliers you currently have relationships with

Facilitate the communication between you and your suppliers concerning each RFQ while keeping a detail audit trail on all communications concerning each

Stay in constant contact with you, and you partners concerning the status of each RFQ/ITB. If you change the original, all bidders are automatically notified of the change. If a Bidder changes his quote, you are notified via email immediately.

Purchase Order can be created directly from excepted and verified quotes.

Invoice can be generated off excepted Purchase Orders.

To Post your RFQ/ITB to ContractorHub.com, click the ‘Send’ button on the RFQ window.

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Select ‘Web Purchasing’

Click ‘OK’

For More InformationThank you for taking the time to review WinEst Pro Plus, the construction estimating software for Windows. The features shown here are only some of the ones available in the complete product.

For more information about purchasing our best selling software

Please call 1-800-950-2374 or

Visit www.WinEst.com

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