Changing the job total or cost/unit
You can change the total cost of a job in the Totals window
and spread that amount back to the estimate. This is useful for negotiated
jobs when you want to bring the estimate as close as possible to a predefined
price. calculates the new cost per unit and shows the variance
(difference between the old and new totals).
To change the job total or cost/unit:
-
Open the Totals window in one of the following ways:
- To change the job total,
click
in the toolbar of the Totals window, select Adjust Job
Total, and enter the new total for the job. - To change the cost/unit
for the job, click the arrow
to the right of and select Adjust Job Cost
per Unit. Enter the new cost per unit for the job. The amount of
adjustment needed to make the estimate match the new total cost appears
in red below the Total row. - To cancel the adjustment,
right-click the Adjusted total
and select Cancel Adjustment from the shortcut menu.
-
Click [Spread
Variance].
closes the Totals window, selects the
Total Amount column on the spreadsheet, and opens the Adjust Column window.
The Adjustment type is set to Spread and the Amount shows the variance
between the original job total and the new job total.
-
To spread the variance
proportionally across all the Total Amount column cells, click [OK].
A red triangle appears on the Total Amount and Total
Cost/Unit column cells to show that they have been adjusted.
Your adjustments are temporary at this point. You can
reverse (undo) the adjustments until you make them permanent by finalizing
them.
- You can adjust the job cost/unit
only if a job size has been specified for the estimate.
- You can type a new job total
directly into the Total cell.
- To remove any remainder after
spreading the variance, click [Clear
Variance].
- Any changes you make to the
spreadsheet also impact your addons.
- The new total, new cost/unit,
and variance appear in red below the estimate total. The variance also
appears in the status bar.
- If there is an outstanding
job total adjustment, the words "adjustment pending" appear
on the totals page of estimate reports.