Estimating for Projects

UDA Estimating delivers advanced features designed to give you the most dynamic project estimating available for small to medium businesses. Now with the ability to designate types, classifications, resources, dimensions, and more, UDA Estimating gives you total cost control.

@ IMPORTANT: All cost-related information is entered on the subcategory or item level. Only figures or options in blue can be edited or changed.

Estimate for a project

  1. Go to the category page you wish to estimate for.

From the Project Totals page, click on any category or subcategory name to go to the corresponding category page.

  1. Select a Type by clicking in the cell and using the drop-down menu.

Estimate is the default setting. All costs entered for subcategories marked as Estimate will be calculated in the estimate totals.

Allowance costs are calculated in the estimate totals. When you run a Proposal or Allowances report from the estimate, all subcategories marked as Allowance will be listed separately.

Option enables you to present costs for additional options to your customers without affecting the estimate totals. Subcategories designated as Option will be listed in the Proposal and numerous UDA Estimating reports. Any subcategory marked as an option will not be calculated in the total cost of the project. If you would like to include the subcategory's costs in the totals, change the type to Estimate, Allowance, or accepted Change Order (available in Premier versions and above).

Change Order (available in Premier versions and above) launches the Change Order Wizard, allowing you to create a new change order or add the subcategory to an existing change order. Change Orders have three designations: Pending, Accepted, and Rejected. Only accepted change orders will be calculated in the estimate totals. For more information about change orders, see Creating and Using Change Orders.

  1. Select a Method by clicking in the cell and using the drop-down menu.  

Lump Sum enables you to enter estimate information on the subcategory level.

Detailed enables you to enter estimate information on the item level.

Inactive excludes subcategory costs and information from the estimate without permanently deleting the subcategory.

  1. Select a Classification by clicking in the cell and using the drop-down menu.  

Classifications are Material, Labor, Subcontractor, Equipment, Other, and N/A. You can assign line item markup percentages to each classification by going to Tools > Options and clicking on the Edit Markups... button on the General tab. You can also run a report based on classifications.

  1. Select a Status by clicking in the cell and using the drop-down menu.

Status options include Estimated, Firm, and Bid. If you choose to assign a status for each subcategory or item, you can generate a Status report for each designation.

  1. Enter Quantities and Costs.

To manually enter costs for subcategories and items in your estimate, click in the cell and type the appropriate number.

To use quantities from dimensions you have defined in your project, click in the Dimension cell for the subcategory or item and select a dimension from the drop-down menu. For more information, see Using Dimensions in Estimating.

To use costs for items stored in the database, click the [add item] link and select Insert Items from Database. You will be given the opportunity to enter a quantity after selecting your item. For more information, see Using the Items Database.

  1. Select a Unit by clicking in the cell and making a selection from the unit menu.

Units are fully customizable and can be used to generate the Item Units Report. To save time, you can designate the same unit for each item in a subcategory by selecting the Uniform Item Unit option on the Tools > Options > Miscellaneous form and then selecting the unit for the first item in a subcategory.

  1. Select a Tax Type by clicking in the cell and using the drop-down menu.

Tax Type options include Not Taxed, tax on Materials, tax on Services, or Tax Included. To assign percentages for taxes, go to Tools > Options and click on the Sales Tax tab. You can speed the process of assigning sales tax in your estimate by activating the Uniform Sales Tax option by going to Tools > Options > Miscellaneous.

  1. Enter Line Item Markup by clicking in the cell and making a selection in the window that appears.

If you are using Classifications and have a markup percentage associated with each classification, you may not need to enter a percentage in this column. You can assign percentages to each classification by clicking on the Advanced button and entering percentages on the form that appears.

& NOTE: In UDA Estimating, there are hundreds of features designed to speed the process of generating bids and performing job costing functions. Any changes that you make to the system, whether through un-protecting a locked Excel sheet or through other means could result in calculation errors. However, a number of safeguards have been added to the system to give you the tools you need to ensure accurate estimating such as:

 If you have any questions about UDA Estimating or any of the ConstructionSuite components, contact a UDA representative at 1.800.700.8321.