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Quick-Start / Building Operations

Estimating Trades and Parts

Estimating is an optional step that is done for Approved work before it is issued. When you estimate you add:

• The trades you will need for the work, and the estimated hours.
• Other costs. These are any costs other than labor, or parts.
• The parts and how many. See Developing a Part Inventory for more information.

Benefits of estimating

Estimating provides the following information:

• estimates the cost for doing the work.The application calculates estimated costs based on the hourly rate entered for the trade. You can see the estimated costs on the Work Request Details screen.

  Note: If you first estimate the number of hours for the trades needed for a work request, and then later schedule the work by adding a craftsperson's estimated number of hours, the application uses the craftsperson's estimated hours to estimate labor costs, rather than the estimated hours you entered for the trade.

• reserves parts from the parts inventory so that the workers will have all parts needed for the job when they go to the site. To have the system reserve parts, you develop a parts inventory. See Developing a Part Inventory.
• aids in scheduling work because the required trades and tool have already been determined.

Having this information helps you schedule work more efficiently, and to capture all costs associated with the work.

Results

Generate the Archived Work Requests by Trade report: By entering the trade required for the work, you can generate the Archived Work Requests by Trade report. This report shows the number of work requests for each trade by month for a selected year. This enables you to assess which trades might be over or understaffed.

Procedure

You can estimate a single request, or multiple requests at once if you are entering the same information for them. However, you can't enter other costs for multiple requests.

To estimate work requests:

1. From the Building Operations Console, locate the work for which you want to estimate trades, parts, and any other costs.You can estimate work that has been Approved. You can select multiple requests, but you cannot enter Other Costs when updating multiple requests.
2. Click the Estimate button in the row for the request.

   The Estimate form appears.

3. Add Trade estimates:
   1. In the Estimate Trades section, click Add Trade.
   2. On the Add Trade form, click the Select Value button in the Trade Code field.

      The Select Value - Trade form appears.

   3. Select the trade from the list.
      If the trade you need is not on the list, click here.

      1. In the Select Value - Trade form, click Add New at the bottom of the form.

         The Add New Trade form appears.

      2. Enter the Trade Code. This is a unique identifier for the trade. For example, enter Electrician-I.
      3. Enter the Trade Description. For example, for Electrician-I, enter Master Electrician.
      4. Enter the Hourly Rate for this trade. If you are using a trade that came with the sample data, and you are using trades to estimate costs, make sure that the hourly rate matches the hourly rate at your organization.
      5. Enter the Standard hrs. available/day. This is used on the Planning Board when you are clicking and dragging to assign craftspersons to work requests.
      6. Click Save.
   4. On the Add Trade form, enter the Estimated hours.
   5. Click Save.
4. Reserve Parts.
   1. In the Estimate and Reserve Parts section, click Add Part.
   2. In the Add Part form, click the Select Value button in the Part Code field, and select the part from the list.
   3. Is the part you need not on the list? If so, click here.
   4. Enter the Quantity Estimated.
   5. Click Save.
5. For a single work request only, add other costs. If you have selected a single work request, you can add costs other than labor, parts, and tools. For example, if the work requires a permit, you could enter that cost here.
   1. In the Summary of Estimated Costs section, enter a description of the cost in the Other Resource Description field.
   2. Enter the quantity used.
   3. Enter the units.
   4. Enter the Estimated Cost.
   5. Click Save

   The form is updated with the cost information you have entered