Quote - Estimate View

Overview

<< Click to Display Table of Contents >>

Navigation:  Help Topics > Quote >

Quote - Estimate View

Overview

Previous pageReturn to chapter overviewNext page

 

The Estimate View screen allows a quick review of all Manhole Summaries and Structure Profiles in the quote.

 

VIEW2The View button opens the Estimate View screen.

 

 

 

 

View Screen

 

On this screen the Estimator can confirm compliance with the customer requirements and perform a final check on the accuracy of the data.

 

To change the data, or details about parts, select the Build screen to make changes and then select the Stack screen to re-stack the structure.

 

Manhole Identifiers

The Manhole Identifiers grid lists the IDs for all structures in the current quote.

 

Manhole Identifiers

 

To move structures in the list, select one or more structures to be moved, then right click in the Structure ID column to pop up the Move Selection menu.

 

Click on the menu choice “Move Selection Above...” or “Move Selection Below...”

 

Click on the structure in the list where you want the selected (highlighted) structures to be placed. The structures will be placed either above or below the destination structure depending on which menu item was selected.

 

To sort the entire list, right-click in the Structure ID column and choose the “Sort” command from the menu. This will open a second menu that contains the different types of sorting that are available. Sorting the list will act on the entire list; it is not limited to the current selection.

 

A progressive sort can be accomplished by sorting multiple times with different sort types. For example: to group the structures by Type, and within each Type to group the structures by Size, you can first sort by Size and then sort by Type.

 

Sorting the structures is useful when using the File Mirror feature.

 

Select one or more structures in the grid and right-click to "Copy Selection Summary." This will copy summarizing information about each structure. Specifically: structure ID, size, type, rim-to-invert height, total weight, and total price.

 

This feature can be useful when copying this information and pasting it in Excel, Word, or other programs.

 

Status Tracking

The Status feature allows the user to keep track of the progress of each structure.

 

Status Tracking

 

To set the status of one or more structures, on the View screen, select the structures, then right click in the Status column. The Status Selection menu will be displayed. Click on the desired status.

 

This menu includes an option to Set Date. When the Set Date option is selected, a dialog box will be displayed with the current date and time already loaded.

 

If necessary, this date and time may be changed to reflect the appropriate date and time to be associated with the status change. The entire contents of the structure grid may be copied to the clipboard for pasting into Excel or another application.

 

To copy the data grid information, right click on the gray title bar at the top of the data grid, select the copy to clipboard menu option. This makes it convenient to capture the state of the entire quote.

 

Copy to Clipboard

 

Structure Summary

 

Structure Summary

 

Click on any ID to instantly see the Structure Summary and the corresponding drawing in the display panel. The Structure Summary field contains all the parts for the selected manhole. This summary can also appear on the printed estimate.

 

Display Panel

 

Display Panel

The Display Panel shows a top or side view of the manhole structure for the selected ID in the Manhole Identifiers list.

 

Click the Top button to select the top view.

 

Click the Side button to select the side view.

 

Click the Hide button to hide the graphics panel. When the graphics panel is hidden, the grid extends to the full width of the display and the Find control is displayed.

 

 

 

To search for a particular structure or line item, hide the graphics panel and enter the name of the structure or line item in the edit field. Then click the Find button to find the next occurrence of the text in the name column in the grid. Click the button to go to the next occurrence as needed.

 

Find edit box and button

 

To change the settings that are used to display the Top or Side view graphic, click the Select button and choose a different Report Mode Profile. Checking the Use Relate box will automatically choose each relationship's selected Report Mode Profile.

Dimension Mode

 

MoreInfo

More information