Before you begin
-
Click the Phase/Item tab to display the spreadsheet in phase/item order. While you don't have to display the spreadsheet in this order, it's typically the most convenient order to use for entering material quotes.
- Make the first four spreadsheet columns non-scrolling so you can easily identify the items after you scroll over to the Material category columns. How?
To pick subcontractors and enter their quotes:
- Scroll the spreadsheet until the Sub columns display.
- Enter the subcontractor's quote in the Sub Price or Sub Amount cell for the appropriate item.
- Enter the subcontractor's
name in the corresponding Sub Name cell.
Right-click on the cell and select List Address Book Subcontractors for a list of companies in the Address Book database that are available for use as subcontractors.
If necessary, you can set up a new subcontractor from the Sub Name column. How?
- Repeat steps 1-3 until you have entered all subcontractor quotes.
Tips:
- Did you enter a lump amount that applies to multiple items in the estimate? For each item covered by the lump amount, enter an * (asterisk) in the Sub Amount cell. The * indicates that the item is covered by monetary amounts located elsewhere in the estimate.
- Sage Estimating (SQL) places an * in the following cells to indicate that the item is covered by monetary amounts located elsewhere in the estimate: Sub Productivity, Sub Cost/Unit, Sub Quantity, and Sub Price.
- Another way to enter bids from subcontractors is using the bid grid. How?