Assigning Resources in Estimating

Track and manage resources with ease using UDA Resource Allocation. Beyond providing a direct link between the contact database and UDA Estimates and Schedules, UDA Resource Allocation enables you to avoid conflicts, automatically send reminders, and generate reports. Maximize your estimating and scheduling efficiency with UDA Resource Allocation - available in Pro versions and above of ConstructionSuite.

Assign a resource in estimating

  1. On the Project Totals sheet, click on a category or subcategory name to go to a category sheet in the estimate.

  2. If the Resource column is not showing, go to View > Show/Hide Columns, select Resource under the Resource Allocation heading and click OK to close the form.

  3. Click in the Resource column for a subcategory or item. The Select Contact form appears.

  4. Select a contact by one of the following methods:

Grouped sorts contacts by groups. Expand the folder tree to view contacts in each group.

Recent shows the most recent contacts you have accessed. Select the contact from the list and click OK.

Alphabetical sorts contacts alphabetically. Click on a letter to show the list of contacts beginning with that letter. Only letters that have contacts listed are active. Select the contact from the list and click OK.

Search searches the entire contact database. Locate a contact by typing any part of the contact's name in the search box. Select the contact from the list and click OK.

  1. Click on the desired contact's name. The Contact Details appears for the selected contact.

  1. Once you are satisfied with your choice of contact, click OK.

& NOTE: When an assigned resource has a group association in the main contact database, the group name will appear in the Contact Group column of your estimate. For example, if you assign John Smith to the Plumbing Labor subcategory in the estimate, and you have assigned John Smith to the Plumbers group, John Smith will appear in the Resource column, and Plumbers will appear in the Contact Group column for that subcategory.

Assign a resource to multiple subcategories or items

Save time by assigning a resource to multiple subcategories or items.

  1. On the Project Totals sheet, click on a category or subcategory name to go to a category sheet in the estimate.

  2. Click and drag in the resource column to highlight multiple subcategories or items.

  3. The Select Contact form will open.

  4. Choose a name from the Select Contact form and click OK.

Remove a resource for a subcategory or item

  1. On the Project Totals sheet, click on a category or subcategory name to go to a category sheet in the estimate.

  2. Click in the Resource cell for the contact you would like to clear. You can also highlight multiple contacts to clear by clicking and dragging in the resource column.

  3. Click the Clear button in the bottom left of the Select Contact window.

  4. Click Yes to confirm the deletion.

Add contacts from UDA Estimating

  1. On the Project Totals sheet, click on a category or subcategory name to go to a category sheet in the estimate.

  2. Click in the resource cell for any subcategory or item.

  3. Click the New Contact button at the top of the Select Contact form to launch the Contact Quick Add form.

  4. Click Save & New to save the information and create another new contact, or click Save & Close to save the information and close the form.