Estimate Reports screen

Use the Estimate Reports screen to create various reports for a selected estimate. You can print or save these reports.

The following reports are available:

Report

Description

1 Level WBS Report

Shows one selected WBS code from the estimate, includes type, reference, description, adjusted quantity, units, adjusted unit cost, cost for each cost type, and extended cost. You can select to show cost items for the WBS code.

2 Level WBS Report

Shows two selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, cost for each cost type, and extended cost. You can select to show cost items for the WBS codes.

3 Level WBS Report

Shows three selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, cost for each cost type, and extended cost. You can select to show cost items for the WBS codes.

4 Level WBS Report

Shows four selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, cost for each cost type, and extended cost. You can select to show cost items for the WBS codes.

5 Level WBS Report

Shows five selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, cost for each cost type, and extended cost. You can select to show cost items for the WBS codes.

Cost Item Report

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, unit cost, cost for each cost type, and extended cost.

Consolidated Cost Item Report

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, unit cost, cost for each cost type, and extended cost.

Consolidated Cost Item Report - List

Shows cost items in the estimate, includes reference, description, units, and adjusted quantity.

1 Level Consolidated Cost Item Report

Shows cost items for one selected WBS code from the estimate, includes type, reference, description, adjusted quantity, units, adjusted unit cost, cost for each cost type, and extended cost.

1 Level Consolidated Cost Item Report - List

Shows cost items for one selected WBS code from the estimate, includes type, reference, description, units, and adjusted quantity.

Estimate Report

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, adjusted unit cost, cost for each cost type, and extended cost. Assembly components are rolled up into one line on the report.

Estimate Assembly Detail Report

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, adjusted unit cost, extended cost, and cost for each cost type. Assembly components are shown individually.

1 Level WBS Report-Man Hours / Man Days

Shows one selected WBS code from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. You can select to show cost items for the WBS code.

2 Level WBS Report-Man Hours / Man Days

Shows two selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. You can select to show cost items for the WBS codes.

3 Level WBS Report-Man Hours / Man Days

Shows three selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. You can select to show cost items for the WBS codes.

4 Level WBS Report-Man Hours / Man Days

Shows four selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. You can select to show cost items for the WBS codes.

5 Level WBS Report-Man Hours / Man Days

Shows five selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. You can select to show cost items for the WBS codes.

Cost Item Report-Man Hours / Man Days

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost.

Consolidated Cost Item Report-Man Hours / Man Days

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost.

Estimate Report-Man Hours / Man Days

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. Assembly components are rolled up into one line on the report.

Estimate Assembly Detail Report-Man Hours / Man Days

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, labor hours, and extended cost. Assembly components are shown individually.

1 Level WBS Report-Man Crew Hours / Man Days

Shows one selected WBS code from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, crew hours, labor hours, and extended cost. You can select to show cost items for the WBS code.

2 Level WBS Report-Man Crew Hours / Man Days

Shows two selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, crew hours, labor hours, and extended cost. You can select to show cost items for the WBS codes.

3 Level WBS Report-Man Crew Hours / Man Days

Shows three selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, crew hours, labor hours, and extended cost. You can select to show cost items for the WBS codes.

4 Level WBS Report-Man Crew Hours / Man Days

Shows four selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, crew hours, labor hours, and extended cost. You can select to show cost items for the WBS codes.

5 Level WBS Report-Man Crew Hours / Man Days

Shows five selected WBS codes from the estimate, includes type, reference, description, adjusted quantity, units, unit cost, man hours, man days, production units, crew hours, labor hours, and extended cost. You can select to show cost items for the WBS codes.

Cost Item Report-Man Crew Hours / Man Days

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, adjusted unit cost, man hours, man days, production units, crew hours, labor hours, and cost.

Consolidated Cost Item Report-Man Crew Hours / Man Days

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, units, adjusted unit cost, man hours, man days, production units, crew hours, labor hours, and cost.

Consolidated Cost Item Report-Adj Qty Total

Shows cost items in the estimate, includes type, reference, description, adjusted quantity, unit, adjusted unit cost, cost for each cost type, and extended cost.

Cost Item Markup Report

Shows markup information by WBS codes, includes type, reference, description, adjusted quantity, unit cost, adjusted unit cost, extended cost, markup, parent markup, and markup break out.

Cost Item Markup Detail Report

Shows markup information by cost item, includes type, reference, description, adjusted quantity, unit cost, adjusted unit cost, extended cost, markup, parent markup, and markup break out.

1 Level Baseline Variance Report

Shows variance information for one selected WBS code from the estimate, includes description, baseline cost, baseline unit cost, extended cost, extended unit cost, and variance.

2 Level Baseline Variance Report

Shows variance information for two selected WBS codes from the estimate, includes description, baseline cost, baseline unit cost, extended cost, extended unit cost, and variance.

3 Level Baseline Variance Report

Shows variance information for three selected WBS codes from the estimate, includes description, baseline cost, baseline unit cost, extended cost, extended unit cost, and variance.

4 Level Baseline Variance Report

Shows variance information for four selected WBS codes from the estimate, includes description, baseline cost, baseline unit cost, extended cost, extended unit cost, and variance.

Unit Price Report

Shows price information for one selected WBS code from the estimate, includes bid item, description, quantity, units, unit price, rounded extended price, and extended price.

Unit Price Report Bid Day Rounding

Shows prince information for one selected WBS code from the estimate with bid day rounding applied. The report includes bid item, description, quantity, units, unit price, and extended price.

1 Level WBS Unit Breakdown Report

Shows unit breakdown for one selected WBS code. You can select to show cost items for the WBS code.

Cost By Type Report

Shows graph of distribution of costs by cost type, also shows cost and percentage of job for each cost type.

Cost By Type Per Job Report

Shows a comparison of cost type category costs across selected jobs.

The Select Jobs popup window appears after the Report Options popup window. Use this window to select up to four additional jobs to compare to the currently open job in the report. Click on a job to select it. Selected jobs are highlighted in blue. Click OK.

The Select Categories popup window appears after the Select Jobs popup window. Use this window to select the cost type categories to compare in the report.

Job Information Report

Shows the Manage Estimates screen for the selected estimate job.

Construction Scope of Work

Shows the scope of work for the estimate.

Construction Scope of Work with Prices

Shows the scope of work for the estimate with the cost item prices.

Estimate View with Gross Margin

Shows details for cost items included in the estimate and calculates the gross margin for the estimate.

Accounting Labor Hours / Man Days Recap

Shows hours, man days, unit cost, and amount for all labor cost items in the estimate and shows the total labor cost for the estimate.

Labor Hours / Man Days Summary

Shows the hours and man days for each labor cost item in the estimate.

Labor Hours / Man Days Breakdown

Shows the hours and man days for each labor cost item in the estimate sorted by WBS code.

Material List by WBS Code

Shows the adjusted quantity and units for each material cost item in the estimate sorted by WBS code.

Material Request for Pricing Quotation

Shows a list of material cost items and the quantities needed for the estimate. You can print the report to request pricing quotes from suppliers.

Sub Contractor Listing

Shows the cost and vendor for each subcontract cost item in the estimate by WBS code.

1 Level Comparative Analysis Report

Shows the extended cost for the first estimate (the estimate open when you selected to run the report) at one WBS code level compared to the extended cost at that WBS code level for up to three other estimates. The report shows the extended cost for each selected estimate and the variance between the first estimate and each estimate selected for comparison. The Comments column contains the Notes 1 field for the WBS code in the first estimate.

You select the WBS code from the first estimate, called the Base Bid on the report. If an estimate selected for comparison contains a WBS code value that is not in the first estimate, that code appears in the report with zero for the base bid amount.

The Select Jobs popup window appears after the Report Options popup window. Use this window to select up to three additional jobs to compare to the currently open job in the report. Click on a job to select it. Selected jobs are highlighted in blue. Click OK.

2 Level Comparative Analysis Report

Shows the extended cost for the first estimate (the estimate open when you selected to run the report) at two WBS code levels compared to the extended cost at that WBS code level for up to three other estimates. The report shows the extended cost for each selected estimate and the variance between the first estimate and each estimate selected for comparison. The Comments column contains the Notes 1 field for the WBS code in the first estimate.

You select the WBS code from the first estimate, called the Base Bid on the report. If an estimate selected for comparison contains a WBS code value that is not in the first estimate, that code appears in the report with zero for the base bid amount.

The Select Jobs popup window appears after the Report Options popup window. Use this window to select up to three additional jobs to compare to the currently open job in the report. Click on a job to select it. Selected jobs are highlighted in blue. Click OK.

3 Level Comparative Analysis Report

Shows the extended cost for the first estimate (the estimate open when you selected to run the report) at three WBS code levels compared to the extended cost at that WBS code level for up to three other estimates. The report shows the extended cost for each selected estimate and the variance between the first estimate and each estimate selected for comparison. The Comments column contains the Notes 1 field for the WBS code in the first estimate.

You select the WBS code from the first estimate, called the Base Bid on the report. If an estimate selected for comparison contains a WBS code value that is not in the first estimate, that code appears in the report with zero for the base bid amount.

The Select Jobs popup window appears after the Report Options popup window. Use this window to select up to three additional jobs to compare to the currently open job in the report. Click on a job to select it. Selected jobs are highlighted in blue. Click OK.

4 Level Comparative Analysis Report

Shows the extended cost for the first estimate (the estimate open when you selected to run the report) at four WBS code levels compared to the extended cost at that WBS code level for up to three other estimates. The report shows the extended cost for each selected estimate and the variance between the first estimate and each estimate selected for comparison. The Comments column contains the Notes 1 field for the WBS code in the first estimate.

You select the WBS code from the first estimate, called the Base Bid on the report. If an estimate selected for comparison contains a WBS code value that is not in the first estimate, that code appears in the report with zero for the base bid amount.

The Select Jobs popup window appears after the Report Options popup window. Use this window to select up to three additional jobs to compare to the currently open job in the report. Click on a job to select it. Selected jobs are highlighted in blue. Click OK.

5 Level Comparative Analysis Report

Shows the extended cost for the first estimate (the estimate open when you selected to run the report) at five WBS code levels compared to the extended cost at that WBS code level for up to three other estimates. The report shows the extended cost for each selected estimate and the variance between the first estimate and each estimate selected for comparison. The Comments column contains the Notes 1 field for the WBS code in the first estimate.

You select the WBS code from the first estimate, called the Base Bid on the report. If an estimate selected for comparison contains a WBS code value that is not in the first estimate, that code appears in the report with zero for the base bid amount.

The Select Jobs popup window appears after the Report Options popup window. Use this window to select up to three additional jobs to compare to the currently open job in the report. Click on a job to select it. Selected jobs are highlighted in blue. Click OK.

Filters set in the Estimate tab are applied to the items that appear in the report. If you want to include all cost items in the estimate in the report, make sure that no filter is set in the Estimate tab, or the All filter is used.

Note: To work properly, the WBS reports should be run after setting an All Filter and choosing the cost items option. This will discard all master assembly items, allowing the detail to be sorted and summed by code. All members of assemblies should be coded with WBS codes. Neither master assembly items or master assemblies should have WBS codes. If they do, they will be counted twice in the Summary tab.

The Sorted WBS reports print all the cost items in the estimate sorted and summarized by the WBS codes you select. All cost items that don't have a value entered for a WBS code will appear in the report under a blank heading

Members of assemblies won't print in the report unless you filter the estimate to show only individual cost items. If assemblies are visible in the Estimate window, only the assembly itself will appear in the report. If you want to print the members of an assembly with an assembly, you should expand the assemblies in the Estimate tab, then print the Estimate tab. For more information, see Print the Estimate.

Tip: You can use the Modify Reports screen to customize the format and layout of this report.
Note: To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Click Open Existing Job, select the job for which you want to run reports, and click OK.