This screen field reference describes the following:

• Header
• Cost Detail tab
• Members tab
• WBS Codes tab
• Export Codes tab
• Notes tab
• Attachments tab
• Takeoff Item tab
• Measurements tab

Header

Field	Description
Reference	Displays a code that identifies the cost item. In a catalog, the reference is required and must be unique. In an estimate, alternate, and change order, the reference does not need to be unique and can be blank. If needed, you can modify the reference. The reference can contain alphanumeric and special characters, except for slashes ( \ or / ).
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 Calculatrice.
Status	Select the status for the assembly.

Cost Detail tab

Field	Description
Type	Select to select the cost item type. The type you select determines which subtotal the cost item will be calculated into in the estimate.
Quantity	Enter the quantity of the cost item or select to increase or decrease the value. In the Catalog tab, the Quantity is 1 and cannot be changed.
Units	Select to select the unit of measure for the cost item. 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 item 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.
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.
Reuse Factor	Enter the number of times the cost item can be used or select to increase or decrease the value. For example, if you can usually reuse a cost item five times before it can no longer be used, enter a 5 in the Reuse Factor field. This effectively divides the quantity required by 5. 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.
Cost Basis
Base Cost	Displays the base cost of the assembly based on the cost of its members. You cannot change the base cost.
Based On	Enter the number of units that make up the cost or select to increase or decrease the value. For example, if a 10-foot section of pipe costs $50, the base cost would display $50 and you would enter 10.
Order Units	Select to choose the unit in which the item is ordered.
Summary
Quantity	Displays the quantity for the cost item.
Quantity (Adjusted Quantity)	Displays the calculated adjusted quantity for the cost item. This field is calculated by: 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.
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.

Members tab

Use the Members tab to manage the cost items included in the list assembly.

WBS Codes tab

Use the WBS Codes tab to select WBS/UBS codes for the cost item. For more information on selecting WBS/UBS 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.

When you enter an ITB WBS code value for an assembly or its member cost items, the application uses the following rules to ensure consistency between the assembly header and its member cost items:

• When all member cost items in an assembly have a blank ITB WBS value:
  • If an ITB WBS value is entered in the assembly row, all member cost items are updated with that value.
  • If an ITB WBS value is entered for a member cost item, the assembly item is updated with that value.
• When the member cost items in an assembly have a combination of blank and ITB WBS values that match the assembly's ITB WBS value: if an ITB WBS value is entered in the assembly row, cost item rows that have a blank ITB WBS remain blank, and cost item rows that match the assembly's previous ITB WBS value are updated to match the new value from the assembly.
• When member cost items in an assembly have different (non-blank) ITB WBS values, the application clears and disables the ITB WBS value in the assembly row.

For non-ITB WBS codes, the application uses the settings selected in the Estimating Preferences screen to determine how to update WBS codes in assemblies and their cost items.

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 the Define Estimate Globals or the 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 the Define Estimate Globals or the 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 and 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.

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.

Attachments tab

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.

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.