Estimate Translator

INTRODUCTION

1.1 PURPOSE

The purpose of this document is to supply a detailed description for the Estimate Translator Application, supporting databases and the procedures used to populate it. It will illustrate the purpose and requirements of the system, and explain constraints, assumptions, interfaces and interactions with other applications and systems.

1.2 PROJECT SCOPE

The Estimate Translator Application is intended to allow users to gather estimate data to aid in projecting job needs, including anticipated materials and manpower. These estimates are produced by Accubid Anywhere and are exported in the form of a multi-tab Excel file. The application will extract, transform, and store the data in a dataset used by downstream processes. Downstream processes may include work packaging, import into the accounting system, and feeding conceptual estimating software, to name a few. The Application’s user interface will be web-based.

1.3 USE

The procedure below will only apply to estimates that have a valid SalesForce opportunity number and have been created using either the "One Faith Template" within the Production Database or the "One Vandelay Template" within the Vandelay Database at this time.

2. OVERALL DESCRIPTION

2.1 PRODUCT PERSPECTIVE

Estimate Translator Application:

- Web based Application that has the following main elements:
  - Power BI visualization tool
  - Microsoft Excel dataset
  - Project information
  - Estimate Detail
  - Search capability
  - Metrics

3. REQUIREMENTS

To export estimate data properly, each user will need to map a network drive to the Data Repository folder. Please follow these one-time instructions.

1. Open the "File Explorer" app. on your PC.

2. Select "This PC" and "Map network drive" from the ribbon.

3. Select any "open" drive using letters "F" through "Z". Please do not use "A" through "E".

4. Enter: \\faith1.net\Data\Bids\EstimateTranslatorData

5. Click Finish.

4. PROCEDURE

The following information is required to accurately export the estimate data to the Estimate Translator tool.

Step #1 - Final Pricing Set-up

Once the estimate has been finalized, the following fields must be populated.

No special characters, such as %, $, etc., are allowed in the fields highlighted in yellow below.

These fields need to be populated for the Salesforce integration to run.
Be sure to arrange the columns exactly as shown above.
For Strategic Accounts projects that use GC/GRs and a Fee instead of the traditional Bid GM%; please contact the Project Manager or Executive Team for this value.
If your estimate does not have these fields, please contact the Preconstruction Solutions Team. One of our team members will assist in adding these fields for you.

Step #2 - Bid Breakdown Set-up

Once an estimate is submitted, please navigate to the Bid Breakdown tab.

1. Select the Manage Breakdown Views icon
2. Add a new Breakdown View labeled [System].
3. Select [System] from the Group Options and add it to the Group Order
4. Close the dialog box in the upper right corner

Estimates that were created using the One Faith Template after October 21st. 2021 already includes the [System] breakdown.
Be sure to export the correct Bid Summary.
If the base bid consists of multiple bid summaries, please export each one and include the bid summary name.
Alternate bid summaries do not need to be exported unless they are to be part of the base bid.

Example:

0001234 - Faith Technologies, Inc. New - Phase I
0001234 - Faith Technologies, Inc. New - Phase II

5. Do not change the [System] breakdown criteria.

Step #3 - Export Estimate Data

1. Select the [Exports] Module

2. Either right-click and select "New" or select "New" from the ribbon above.

3. Name the Export.

The name must include the [Salesforce Opportunity Number] in the [Name].
Please use a [Space], [Dash], [Space] as a separator between the Number and name.
The name should match the opportunity name in Salesforce.