Estimating: Items

You can set the way that the Item renders on the Estimate on the Estimating tab of the Edit Item page.

Navigation

Main Menu > Items > Items > View > New/Edit > Estimating

1. Status - This shows the Status of the Item. These options are:

   • Inactive

   • Active

   • Active - Don't Adjust

   • Budget

   • Budget - Don't Adjust

2. Qty Type - This drop-down list shows what Quantity Types you can select for this Item.

3. Repeats - This field is used to specify how many repeats are required for this Item in the Estimate.

4. Waste % - This field is used to specify the default Waste percentage.

5. Round Up - This specifies what the Round Up value is.

6. Size - These fields specify the size of the Item. See more below.

7. Add to Description check box - If this is checked, the Item will be added to the Description field.

Sizes

The Size functionality provides a way to measure the quantity of a Material or Service that is typically measured in Size, Area or Volume. The following size Types are supported:

• Size - You can enter a Length, Area or Volume

• Dia - You can enter the diameter of a circle

• DxW - You can enter the Depth & Width of a rectangle

• DxWxH - You can enter the Depth, Width & Height of a cube

• C.Dia - The Diameter of a circle is extracted from the parent Component. The parent Component must be set to Type = Dia

• C.D - The Depth of a rectangle is extracted from the parent Component. The parent Component must be set to Type =DxW or Type = DxWxH

• C.W - The Width of a rectangle is extracted from the parent Component. The parent Component must be set to Type =DxW or Type = DxWxH

• C.H - The Height of a cube is extracted from the parent Component. The parent Component must be set to Type = DxWxH

• C.Area - The Area is extracted from the parent Component. The parent Component must be set to Type = Dia, Type = DxW or Type = DxWxH

• C.Volume - The Volume is extracted from the parent Component. The parent Component must be set to Type = Dia or Type = DxWxH

• C.Border - The Perimeter or Circumference is extracted from the parent Component. The parent Component must be set to Type = Dia, Type = DxW or Type = DxWxH