Navigation: Using EasyEst - Part 3 > Merge Bid/Work Package >

Merge Bid/Work Package

 

 

 

Show Video 

 

With Estimating Merged Bid/WP option, you can add all the Items from any Bid into the current Bid. This can be useful for handling large groups of related Items, such as additions to Bids (such as garages or swimming pools), or alternative Bids.

 

This feature is also referred to a Work Packages, because Bids can be used much like Assemblies or Super Assemblies, only better:

 

* All customizations to Items are saved with the Work Package, including costs, conversion factors, Misc. column values, Locations, etc.

 

* All Items still retain the information about which Assembly and Super Assembly they were selected by.

 

* Reports can be grouped by Work Package, Super Assembly, and Assembly, for three levels of Super Assembly-grouping power.

 

* All Bid Quantities can be multiplied by a factor, allowing you to include twice as much/many of the Work Package easily.

 

 

To Create a New Work Package, just make a Bid with the appropriate Items in it (which can be selected individually, or by Assembly or Super Assembly). Include Quantities appropriate for one of the Item. You may also set locations.

 

 

To Use an Existing Work Package (or Merge an Existing Bid):

 

1. Select Merge Bid/Work Package... from the File menu (or Select Items by Bid/Work Package... from the Bid menu).

 

2. A dialog box will appear. Click on the Bid (Work Package) you wish to merge in the list box. You may need to scroll the list box to see all the Bids.

 

3. Select where you would like to send the Items first: the Item Selection Worksheet or directly to the Bid Item List. If you plan on making substitutions to some of the Items in the Work Package, it may be more convenient to send the merged Items into the Item Selection Worksheet, and then later transferring the Items to the Bid. If you are using the Work Package as-is, you can send the Items directly to the Bid Item List.

 

4. If you wish to multiply all the Bid Quantities for the Items in the Bid/Work Package by a factor, enter the factor in the field labeled Multiply All Bid Quantities By:. Otherwise, make sure it multiplier is reset to one (1). You can remove all Quantities from the Bid/Work Package you are merging by setting this factor to zero (0).

 

5. Press the OK button to merge the Bid/Work Package. The newly-merged Items will be tagged, and sent to the window you specified in step 3. If you elected to send the Items to the Item Selection Worksheet, the Item Selection window will be displayed for you.

 

 

See Also: Item Selection, Bid Item List, Bid Menu, Assembly Selection, Assembly Builder, Super Assembly Selection, Super Assembly Builder.


 

 

 

Copyright © 2020 CSC Software