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16.01 What Are Masters?
Masters are lists of shared information that everyone within an Organization can access. Masters help you to standardize your approach to takeoff and estimating because you can use them over and over in future bids. Learning Goal By the end of this chapter,… |
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16.02 Masters - Takeoff Item Templates and Takeoff Item Groups
The Takeoff Items Templates tab includes your Takeoff Item Templates master list and your Takeoff Item Groups master list. Takeoff Item Templates Takeoff Item Templates allow you to recreate the same Takeoff Item in multiple bids, quickly and exactly the… |
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16.02.01 Adding, Editing, and Deleting Takeoff Item Templates
Managing your Master Templates is important because your estimators are sharing one workspace. Maintaining consistency will become key as you work on an ever-expanding list of projects. Takeoff Item Templates can be created by saving Takeoff Items as you… |
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16.02.02 Adding and Adjusting Takeoff Item Template Pricing
You can save pricing information with your Takeoff Item Template so a Takeoff Item includes pricing automatically when you use the Template in the future. When you save a Takeoff Item from a bid that includes pricing (whether your priced it within the Takeoff… |
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16.03 Takeoff Item Template Groups
Template Groups are groups of Templates you can drop into a bid, all at once, to create 1, 10, 100, or even 1,000 Takeoff Items with just a few mouse clicks. If you are assigned the role of Administrator or Editor, you can add, modify, and delete Template… |
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16.03.01 Editing, Duplicating, and Deleting Template Groups
Editing a Template Group To update the name of a Template Group, locate the Template Group you want to modify, highlight it, then click the button or double-click on the Template. To modify the Templates included in a Template Group, locate the Template Group… |
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16.04 Masters - Default Layers
The Layers tab, within the Masters dialog box, shows you all the "Default Layers" your Organization has set up to be added to all new bids (when a bid is created, a copy of all Default Layers is made for use in the bid). System Layers are shown in bolded… |
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16.05 Masters - Formulas and Formula Types
The Formulas tab is made up of two grids, the one on the left shows all the Formulas that are available in your Organization, and the one on the right shows all the Formula Types you can use to group and sort those Formulas. Every Custom Formula is based… |
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16.05.01 Custom Formula Editor
There are many different Takeoff Item Results built into ConstructConnect Takeoff for Linears, Areas, Counts, and Attachments. However, sometimes you need to calculate something we for which we have not built a System Formula. The program lets you create… |
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16.05.02 Custom Formula Example - Linears
ConstructConnect Takeoff includes numerous Result formulas for each Takeoff Item Type (Linear, Area, Count, Attachment). If you cannot find one that suits your needs, you can create a Custom Formula. Note There are numerous "Variables" you can use in your… |
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