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Costimator
Estimation - Workflow
Follow the Estimation Workflow Guideline below to immediately get up and running with Costimator
1
Start Estimation Workflow
Click on “Estimation” in the left sidebar menu to begin the Estimation Workflow
Do this from anywhere in your app to enter the Estimation Workflow
2
Create New Estimate
Enter Estimate Name
Enter Estimate Description
Click button “Create New Estimate”
3
Open Existing Estimate
Open existing Estimate by clicking on any Estimate Name from the list
Estimates are sorted by Date (Latest first)
4
Estimate Options
Edit Estimate Details by clicking “Edit” Icon
Change Name
Change Description
Change Cost Index
Click on button “Update Value”
Duplicate Estimate by clicking “Duplicate” Icon
Enter “New Estimate Name”
Click on button “Duplicate Project”
Or click on “Cancel” to go back
Delete any Estimate by clicking “Delete” Icon
Click on “Delete” to delete
Click on “Keep Project” to go back
5
Add DSR Items to Estimate
Click on any DSR Item to add it to the Estimate
List of “Selected DSR Items” shown in Content Panel at Right
DSR Items in Right Content Panel are sorted and grouped by Sub-Head
6
Filter & Search Items
Filter Items by selecting Sub-Head
Click on “Select Sub-Head” at Top Right Corner
Toggles the Sub-Head Selection Menu
Select relevant Sub-Head to filter DSR Items
Search any DSR Item
Use Search Bar at top to search for any DSR Item
Type DSR Code, Description, Unit or Rate to search your desired item
7
Delete Items from Estimate
Click the selected DSR Item again to remove it from Estimate
Click on the “Delete” Icon in the Right Content panel to remove it
Click on main “Delete” Icon to remove all items from estimate
8
Click "Enter Quantities"
Click on button “Enter Quantities” to start entering item quantities
9
Enter DSR Item Quantities
Use the Quantity Input Field to enter Item Quantity
Amount for each item is automatically calculated
Grand Total is automatically calculated
10
Save Estimate
Use “Show/ Hide Full Description” toggle to easily view items
Click on “Add/ Delete Items” to go back to Add DSR Items to Estimate
Click on button “Save Estimate” to Save Estimate & View Analytics
11
Estimate Analytics Page
View Cost Breakup by Sub-Head by clicking “View Detailed Breakup” from its content panel
View Cost Breakup by Top Items by clicking “View Detailed Breakup” from its content panel
Click on button “Download (in Excel)” at bottom left to download Estimate in Excel
Click on “Cost Index” just above the “Create Justification” button to Update Cost Index
Click on “Cost Index” just above the “Create Justification” button to Update Cost Index
View Estimated Cost (including Cost Index) & Estimated Cost
12
Cost Breakup by Sub-Head
View Cost Breakup by Sub-Head
Sorted by Amount (Descending order)
13
Cost Breakup by Top Items
View Cost Breakup by Top Contributing Items
Sorted by Amount (Descending order)
See upto 20 top contributing items
14
Cost Index Update
Enter Cost Index Value
Click button “Update Value”
Estimated Cost (including Cost Index) is updated Automatically
15
Excel File Download
Download Estimate in Excel Format
Formatted with alignment, column widths, border, currency symbol, etc.
15
Sample - Excel File
View of Downloaded Excel File
Formatted with alignment, column widths, border, currency symbol, etc.