Creating and Using Dimensions in Estimating

The Dimensions feature in UDA Estimating enables you to quickly calculate estimates based on your custom project dimensions.

Create Dimensions in estimating

  1. In an open estimate, go to Estimating > Edit Project Dimensions.

  2. Click the New button in the toolbar to create a new dimension.

  3. Type a Name and Value, and select a Unit.

If you would like to enter a Waste Percentage, right-click on the column header and select Waste. The Waste Percentage column will appear. Enter a number in the Waste Percentage column.

  1. Repeat this process until you have created all dimensions for your project.

  2. Click OK.

& NOTE: Just like in Excel, you can use formulas in the Edit Dimensions window. Each dimension has an ID letter in the far left column that you can use to create formulas in the Value cell of the Edit Dimensions window. For example, if Dimension A is valued at 1200 square feet, and Dimension B is valued at 1000 square feet, you could add a new dimension and type the formula A + B in the Value cell. After you finish editing the new dimension, 2200 will appear in for the value.

Use Dimensions in an estimate

  1. In an open estimate, go to a category page by clicking on a category or subcategory name on the Project Totals sheet.

  2. If the Dimensions column is not showing, go to View > Show/Hide Columns, select Dimension under the Costs & Markup heading and click OK to close the form.

  3. Click in the Dimension cell for any subcategory or item.

  4. Select a dimension from the drop-down menu.

  5. Click OK. The dimension value will be entered in the Quantity cell, and the unit type will be entered as the Unit for the subcategory or item.

Create new units for Dimensions

  1. In an open estimate, go to Estimating > Edit Project Dimensions.

  2. Click the Edit Units button at the bottom of the form. The Units window will open.

  3. Click [add unit] or click the New button in the toolbar. The new Item window will open.

  4. Type desired information and click OK.

  5. Repeat this process if you wish to create a new unit, or click OK to return to the Edit Dimensions form.

Edit units for Dimensions

  1. In an open estimate, go to Estimating > Edit Project Dimensions.

  2. Click the Edit Units button at the bottom of the form. The Units window will open.

  3. Select a unit from the drop-down menu.

  4. Click on a unit name and then click the Edit button in the toolbar. The Rename Item window opens.

  5. Type a new name for the unit and click OK.

  6. Repeat this process until you have finished editing units.

  7. Click OK to return to the Edit Dimensions form.