Model workflow
Note: You require a license to use Sage Estimating Models.
The workflow of a model is threefold:
- Build
a model. A model contains questions, items, and assemblies as
well as the logic to prefill values for takeoff. The first step is to
create the models you may need in the database. Estimating enables you
to develop an unlimited number of models, which are stored in the SQL server estimating database. How?
- Perform
model takeoff. When you take off a model, it appears in an interview
form and prefills any values with the defaults you determined when you
created it. The only input required during takeoff is for missing values.
You simply fill in the blanks, or change the defaults, and let the model
determine what to include in the estimate. How?
- Generate
a model to the estimate. After you have completed model takeoff,
you are ready to generate it to the spreadsheet. This is a takeoff function
that pulls all the items and assemblies from the model into the estimate.
If necessary, you can go back to the model, make changes, and regenerate
it to the spreadsheet. How?