Adjusting the estimate prices by a percentage
Repricing the estimate using standard database prices
Setting up a new crew for this estimate only
Note: This feature is available only if you have a license to use Crews.
- Locate the desired item on the spreadsheet, and then right-click the item’s Crew cell.
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Choose Create Crew from the shortcut menu.
The Adding Database Crew window opens to create a crew for this estimate.
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To create a crew for this estimate only, select Estimate as the Source.
To create a crew in the standard database and add it to this estimate, select Database as the Source.
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Complete the fields at the top of the window.
For more information, click on the title bar of the window and then click a field or button.
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Click [Resources] to open a list of labor and equipment resources, and then:
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Select the resources to use in the crew. (For more information, see Choosing from a list.)
When you select a resource, it appears in the crew resources grid with a quantity of 1. Selecting the same resource again increases its quantity by 1.
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When you finish selecting resources for the crew, close the Resource list.
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- Review the crew resources grid and make changes as needed. If necessary, you can:
- When you finish setting up the crew, click [OK] to save it.
- Set up additional crews in the same manner.
- When you finish, click [Close].
Tip: You can use Edit Crew from the shortcut menu to copy an estimate crew to the standard database.