Enterprise Level Assembly Screen Field Reference

This screen field reference describes the following:

Header
Cost Detail Tab
Components Tab
Members Tab
WBS Codes Tab
Export Codes Tab
Notes Tab
Attachments Tab
Takeoff Item Tab
Measurements Tab
Formula Parameters Popup Window
3D View Popup Window
Quantity Summary Popup Window

Note: The tabs that are available in the Enterprise Level Assembly popup window are selected in the Enterprise Level Assembly Setup.

Header


Field	Description
Reference	Displays the reference for the assembly cost item. If needed, you can modify the reference. You can leave the reference blank or use an existing reference.
Description	Displays the description for the assembly cost item. If needed, you can modify the description.
Calculator	Select to use the calculator. For more information, see Calculator.
Status	Select the status for the assembly.
Assembly Setup	Displays the code that identifies the enterprise level assembly setup and the name of the enterprise level assembly setup used for the assembly cost item.

Cost Detail Tab


Field	Description
Quantity	In the Estimate tab, enter the quantity of the assembly or select to increase or decrease the value. In the Catalog tab, the quantity defaults to 1 and cannot be changed.
Units	Select the unit of measure for the assembly. You can enter a custom unit of measure by typing directly in the field.
Mark Up %	Enter the percentage to markup or select to increase or decrease the value. You can also enter markups using the Markup Calculator. If you use the markup calculator to determine the markup percentage, the Mark Up % field becomes read only and can only be modified using the calculator.
Waste %	Enter the percentage of waste produced by the assembly or select to increase or decrease the value. This enables you to factor in waste quantities for the materials you will need to complete a job. For example, if you need 200 CY of a specific concrete for a job, and this concrete type normally has 5% waste produced when using it, you will actually need 210 CY of concrete to complete the job. Note: The Waste % factor should not be applied on the master level of an assembly because it can cause summary and estimate totals to not match and calculation errors when creating a bid in the application.
Qty Round Up	Enter the increment to round the adjusted quantity up to or select to increase or decrease the value. For example, if you enter a 1 for the Quantity Round Up, the Adjusted Quantity needed for this cost item will be rounded up to a whole number. Or, if you buy this cost item in units of 20, you could enter 20 in this field to have the quantity rounded up to the nearest 20 units. Note: The Qty Round Up factor should not be applied on the master level of an assembly because it can cause summary and estimate totals to not match and calculation errors when creating a bid in the application.
ReUse Factor	Use the default value of 1 for the assembly. Note: The Reuse Factor should not be applied on the master level of an assembly because it can cause summary and estimate totals to not match and calculation errors when creating a bid in the application.
Cost Basis
Cost Basis	Select one of the following options for how the cost is calculated: Base Cost – Enter a cost based on a base number of units. Hourly Cost – Enter a cost based on production rate.
Base Cost: If you selected Base Cost as the Cost Basis, fill in these fields.
Base Cost	Enter the cost of the item on a unit basis or select to increase or decrease the value. If the item type is labor, you can use the Labor Calculator. The labor calculator supports multiple fringe tables per cost item. This allows you to define workman's comp tables by state, for example, and append them to other tables such as insurance and health benefits. Also, fringe benefits can be picked from a list and need not be retyped for each table. If the item type is equipment, you can use the Equipment Cost Calculator to specify different costs for equipment based on whether you own, rent, lease the equipment. It also allows you to apply costs of lube, fuel, and routine service.
Based On	Enter the number of units that make up the cost or select to increase or decrease the value. For example, if a section of pipe costs you $50 for 10 LF, you would enter 50 in the Base Cost field and 10 in the Based On field.
Order Units	Select the unit in which the item is ordered.
Hourly Cost: If you selected Hourly Cost as the Cost Basis, fill in the following fields.
Hourly Cost	Enter the cost per hour to be associated with a production rate. Note: IMPORTANT: The hourly cost you enter for a cost item will be displayed in the Base Cost column of the Catalog and Estimate tabs. If the item type is labor, you can use the Labor Calculator. The labor calculator supports multiple fringe tables per cost item. This allows you to define worker's compensation tables by state, for example, and append them to other tables such as insurance and health benefits. Also, fringe benefits can be picked from a list and need not be retyped for each table. If the item type is equipment, you can use the Equipment Cost Calculator to specify different costs for equipment based on whether you own, rent, lease the equipment. It also allows you to apply costs of lube, fuel, and routine service.
Production Rate	Enter the quantity of this cost item that can be produced in an hour or select to increase or decrease the value. You must enter an Hourly Cost for the cost item before you enter a production rate. You can enter the production rate as in units per duration of time or enter the production rate in duration of time per unit. The other value is calculated automatically.
Summary
Quantity	Displays the quantity for the cost item.
Adj Quantity	Displays the calculated adjusted quantity for the cost item. This field is calculated as: The result is rounded based on the Quantity Round Up value.
Unit Cost	Displays the calculated cost of one unit of the cost item. This field is calculated by dividing the Base Cost by the Based On value or by dividing the Hourly Cost by the Production Rate. - or -
Adj Unit Cost	Displays the calculated price of one unit of the cost item. This value is calculated by applying Mark Up % and allocated financial amount to the Unit Cost as follows:
Man Hours	Displays the total length of time it takes to build the cost item. This field is calculated by: For example, if the quantity is 1, the labor hours are 1, and the production rate is 2 per hour, the man hours are half an hour (.5).
Xtd Unit Cost	Displays the calculated extended unit cost. This field is calculated by:
Allocated	Displays the total of the profit and overhead allocations.
Extended Cost	Displays calculated total price of the cost item, with adjustments. This field is calculated by:
Last Modified	Displays the date and time the cost item was modified last along with the user who modified the cost item.

Components Tab

Use the Components tab to enter answers for the components used in the assembly. The components available are determined by the enterprise level assembly setup.


Field	Description
Components Pane (unlabeled)	Select the component group for which you want to specify component answers. Alternately, select Next to select the next component group in the list. Select Back to select the previous component group in the list. The component groups listed depend on the assembly setup.
Component grid (unlabeled): Each row in the grid is a line for the selected component group. The fields available on each row depend on the attribute.
Label	Displays the label for the line, which describes the attribute. Labels for comments appear in bold.
Answer	If the line type is Quantity, enter the quantity for the line or select to determine the quantity of the line using takeoff. If the line type is Item, select the item from a Lookup List. If the line type is Pick List, select the value for the line from the drop-down. If the line type is Comment, enter any notes or comments about the component. If the line can be repeated, select Select to Add Line to add additional copies of the line to the assembly.
Units	If the line type is Item, displays the unit for the item. If the line type is Quantity, defaults to the unit specified in the enterprise level assembly setup. If needed, select the unit for the quantity.
Description	If the line type is Item, enter a description for the item
Quantity	If the line type is Item, enter the quantity for the line. Select [the formula parameter icon] to use the Formula Parameters Popup Window to determine the quantity for the line
Unit Cost	If the line type is Item, enter the unit cost for the line
Below the grid (unlabeled)
3D View	Select the checkbox to show the 3D View Popup Window.
Quantity Summary	Select the checkbox to show the Quantity Summary Popup Window.
Suspend ELA Recalc	Select the checkbox to prevent recalculation of the assembly.
Recalc	Select the button to recalculate the enterprise level assembly.
Back	Select the button to select the previous component group in the Components pane.
Next	Select the button to select the next component group in the Components pane.

Members Tab

Use the Members tab to manage the cost items included in the enterprise level assembly. The tab displays costs items from the Components tab and you can add additional cost items to the assembly. You can modify the quantity of cost items from the Components tab, but the other quantities of the assembly are not affected.

Tip: If you modify the quantity of a cost item from the Components tab, use caution when reducing the quantity to ensure that you do not reduce it below the quantity needed for the assembly.

WBS Codes Tab

Use the WBS Codes tab to select UBS/WBS code values for the cost item. For more information on selecting UBS/WBS codes, see Use WBS/UBS and Export Codes.

If you are using invitation to bid, be sure the cost item in the estimate has a value for the invitation to bid WBS code specified when the estimate job was created. Only cost items that have a value for the invitation to bid WBS code can be included in an Enter Invitation to Bid Requests screen. You can check the invitation to bid item WBS code by reviewing the Manage Estimates screen.

Note: You cannot delete a cost item that is associated with an invitation to bid request.


Field	Description
Universal: The fields in this area are UBS codes.
UBS Fields UBS1-6	Select the value for each UBS code from a list or select to add a new value using the Add Value popup window. These fields can be customized in the Define Globals screen in Define Estimate Globals or Define Catalog Globals.
Add Value popup window: Complete the fields on the popup window when you select to add a new value for a UBS code.
Code	Enter the value of the UBS code.
Auto Increment By	Select the checkbox to create the next code by adding a specified value to the current code each time you select Add. If you select this checkbox, enter a value by which to increment. Note: The information you entered for the previous value remains the same for the new value. If a value has already been created for the UBS code, this checkbox is not available.
Description	Enter a text description of the value.
Quantity	Enter the quantity you want to apply to this value. Note: The Quantity, Units, and Baseline fields are optional fields that enable you to calculate costs per unit and compare actual costs with baseline costs in the Summary tab.
Units	Select the appropriate unit of measure for the quantity.
Baseline	Enter the baseline you want to apply to this value.
Add	Select the button to save the new value for the UBS code. If you selected the Auto Increment By checkbox, the Code field is incremented by the number in the Auto Increment By field. You need to select Add again to save this new value.
Close	Select the button to close the window when you are finished adding values.
Local: The fields in this area are WBS codes.
WBS Fields WBS1-20	Select the value for each UBS code from a list or select to create a new value using the Add Value popup window. These fields can be customized in the Define Globals screen in Define Estimate Globals or Define Catalog Globals.
Add Value popup window: Complete the fields on the popup window when you select to add a new value for a WBS code.
Code	Enter the value of the WBS code.
Auto Increment By	Select the checkbox to create the next code by adding a specified value to the current code each time you select Add. If you select this checkbox, enter a value by which to increment. Note: The information you entered for the previous value remains the same for the new value. If a value has already been created for the WBS code, this checkbox is not available.
Description	Enter a text description of the value.
Quantity	Enter the quantity you want to apply to this value. Note: The Quantity, Units, and Baseline fields are optional fields that enable you to calculate costs per unit and compare actual costs with baseline costs in the Summary tab.
Units	Select the appropriate unit of measure for the quantity you entered.
Baseline	Enter the baseline you want to apply to this value.
Add	Select the button to save the new value for the WBS code. If you selected the Auto Increment By checkbox, the Code field is incremented by the number in the Auto Increment By field. You need to select Add again to save this new value.
Close	Select the button to close the window when you are finished adding values.

Export Codes Tab

Enter the value you want to use for each export code. Export codes are values you can enter for each cost item that can be used when exporting cost items to other software programs. For more information on selecting Export codes, see Export Codes.

The export code names are saved with either the Catalog or Estimate, depending on which tab you are currently in. If you want to use the same export code names in another catalog or estimate, use the Estimating Explorer to copy the Global properties. See Copy Globals Using the Estimating Explorer for more information.

Note: To remove an export code from the Estimate tab, delete the export code name from the field. This will remove it from all parts of the tab, including when you set up column views.

Notes Tab

Use the Notes tab to enter additional information on the cost item. You can enter a brief comment and a detailed memo. For example, you may want to enter a brief note for a cost item to explain why some of the cost item details are different than the values you normally use for the cost item. When you attach a memo to a cost item, an asterisk is placed on the Notes tab as well as next to the Reference number.


Field	Description
Comments	Enter any additional information on the cost item. You can display the information you enter for the comment in the Comment column of the Catalog and Estimate tabs. This enables you to print the comment with the cost item.
Memo	Enter any comments or notes about the cost item. The information you enter in this field can only be displayed on the Cost Detail popup window and by selecting Memos on the Estimate tab. If you want to display the information in the Catalog and Estimate tabs, it is recommended that you enter the note in the Comments field.
Print Memo	Select the button to print the text of the memo to the printer. See Print Cost Item Memos for more information.

Attachments Tab

Use the Attachments tab to attach files to a cost item. To show that there is an attachment on a cost item, an ampersand (@) appears in the first column of the estimate or catalog and on the Attachments tab.


Field	Description
Add	Select the button to browse for files to attach.
Remove	Select an attachment and select the button remove the attachment from the cost item.
Update	Select an attachment and select the button to update the file. Use this when you have made changes to the file and want to replace the old attachment. The attachment is replaced with the file with the same name
Open	Select an attachment and select the button to open the file in its original application.

Takeoff Item Tab

Use the Takeoff Item tab to change appearance of the item on the Takeoff tab when you digitize directly into an estimate item from the takeoff.

Note: If you select an item from the Use a Library panel tab during takeoff, the characteristics of the library item are used in takeoff. If you select an item from the Estimate panel tab, the characteristics of the cost item are used in takeoff.


Field	Description
Takeoff Item Type	Select one of the following options. The enabled options depend on the unit type of the cost item you are modifying (for example, Length for a LF item, Area for a SF item, and so on). The available tabs depend on the Takeoff Item type. None Count: Symbol sub-tab is available. Length: Line sub-tab is available. Area: Line sub-tab and Area sub-tab are available. Volume: Line sub-tab and Area sub-tab are available.
Symbol sub-tab: Use the Symbol tab to select or create a symbol for the takeoff item. The current symbol settings are displayed in the center of the sub-tab.
Select	Select the button to choose from a preset group of images. You can create, edit, and delete items within the preset libraries.
Browse	Select a bitmap image with a size of 16x16 pixels. Larger images will be cropped starting at the top left corner.
New	Select the button to create a new image. In the Description field, enter a description for the image. Select Color to select a color to use in the image. Select in a square in the grid to fill it with the selected color. Select and drag to fill in multiple squares. When you are finished, select OK.
Edit	Select the button to modify the current image. In the Description field, enter a name for the symbol. Select Color to select a color. Select in a square to fill that pixel with the selected color. When you are finished, select OK.
Remove	Select the button to remove the current image from the cost item.
Transparency	Enter a value up to 75 to make the symbol more transparent.
Line sub-tab: Use the Line sub-tab to select or create a symbol for the takeoff item. The current line settings are displayed in the center of the sub-tab.
Select	Select to choose from a preset group of line styles. You can create, edit, and delete items within the preset libraries.
Reset	Select to return the line selections to the defaults.
Line Width	Enter a value up to 100 to make the line thicker.
Change Color	Select the button to select the line color.
Line Style	Select the style of the line from the drop-down.
Transparency	Enter a value up to 75 to make the line more transparent.
Area sub-tab: Use the Area sub-tab to select or create a symbol for the takeoff item. The current area settings are displayed in the center of the sub-tab.
Fill Color	Select Change Color to select the hatch line color.
Fill Style	Select the option for the fill style. Transparent – The fill color is not visible. Opaque – The fill color is visible, and plans and takeoff items under the area are not visible. Translucent – The fill color is visible, and plans and takeoff items under the area are visible.
Hatch Color	Select Change Color to select the hatch line color.
Hatch Style	Select the option for the hatch line style. None – No hatch lines displayed. Horizontal – Lines run from left to right. Vertical – Lines run from top to bottom. FDiagonal – Lines run from top left to bottom right. BDiagonal – Lines run from bottom left to top right. Cross – Lines run from left to right and top to bottom. Diagonal – Lines run from top left to bottom right and bottom left to top right.
Transparency	Enter a value up to 75 to make the area more transparent.

Measurements Tab

Use this tab to specify how the cost item can be converted to other units of measure for use in enterprise level assemblies. For example:

You create a cost item for paint and set the unit of measure to gallons. You then create an enterprise assembly (see Work with Enterprise Level Assemblies) for an interior wall and include the paint in the assembly. You need to specify how much area a gallon of paint will cover so that the application can calculate how much paint is needed for each unit of the assembly. If one gallon of paint covers 120 square feet (SF), enter the information in the tab as follows:


Unit Type	Multiplier	Default Unit	Memo
Length
Width
Height/Thickness
Area	0.0083	SF	1 gallon covers 120 SF, so 1 SF needs 1/120 of a gallon
Volume
Weight
Each


Field	Description
Unit	Displays the unit of measure for the cost item from the Cost Details tab.
Primary Measurement	Select the default type of unit of measure for the cost item. Length Width Height Thickness
Unit Type grid: Each row in the grid is a unit type to which the cost item can be converted. You can define one conversion per unit type.
Unit Type	Displays a type of unit of measure.
Multiplier	Enter the multiplier for the conversion.
Default Unit	Select the unit of measure from which the conversion works.
Memo	Enter any comments or notes about the unit type.

Use this popup window to use a formula to determine the quantity of the component line from which the popup window was opened. Enter values on this screen and select OK to return to the Components tab.


Field	Description
Formula	Enter the code that identifies the formula you want to use to determine the quantity or select to select the formula from a lookup list. If a formula was selected for the line in the enterprise level assembly setup, it is displayed and the field is disabled.
Parameter grid: Each row in the grid is a parameter for the selected formula.
Parameter	Displays the parameter for the formula.
Answer	Enter the value for the formula parameter.
Unit	Select the unit for the answer value.
Result (unlabeled): This section displays the result of the formula based on the values you entered.
Result	Displays the result of the formula with the current answers.
Result Unit (unlabeled)	Displays the unit of measure for the formula result.

Use this popup window to view an image of the enterprise level assembly. This allows you to visually verify the cost items you have added to the enterprise level assembly. The image changes as you add and remove cost items from the assembly.

The image that is shown should not be used as a design specification. The images don't show relative dimensions or accurate counts of some cost items, such as the number of rebar rods in a wall.

Move the popup window around the screen to continue working. Select OK to close the popup window.

Use this popup window to view the details and calculated quantities of component cost items in the assembly as you create it. This enables you to view details of the assembly in list format to ensure that you have entered all the parts required for the assembly. The popup window displays:

Size quantities
Cost items in the assembly
Quantities for each cost item
Units for each cost item

The information in the Quantities Summary popup window is updated as you enter information into the assembly.

To print the Quantities Summary popup window, select Print.

Move the popup window around the screen to continue working. Select Close to close the popup window.

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Enterprise Level Assembly Screen Field Reference

Header

Cost Detail Tab

Components Tab

Members Tab

WBS Codes Tab

Export Codes Tab

Notes Tab

Attachments Tab

Takeoff Item Tab

Measurements Tab

Formula Parameters Popup Window

3D View Popup Window

Quantity Summary Popup Window