Select/Edit Alternate Statuses window
Use this window to define statuses that you use to track the acceptance of alternate items and assemblies before including them in your estimates.
Example: Say your customer wants to know how their choice of materials will affect the price of the estimate. You might assign a Proposed status for alternate materials that you have suggested, Under Review for material that they are considering, and Accepted for material that they agree to use.
When defining a status, you can designate an Included attribute, which determines whether alternates assigned that status are included in estimate totals. It also enables you to present different views of an estimate.
To display this window, on the ribbon in the Estimating program, click the tab, and then click [Statuses].
Tip: To display a Search box for the
Items in this window
| Button | Notes |
|---|---|
| [Add] | Click to start a new status line in the grid. |
| [Remove] | Click to remove a selected status. |
<Up> and <Down> |
Use these buttons to move a selected status up or down in the status list, depending on how you want the statuses to appear when you are selecting them for an alternate item. For example, you could list them alphabetically or you could list the according to their place in your workflow. |
| [Export] |
Click to export a status file to Microsoft Excel. You can use the Excel program to add or edit statuses, and then import the status file back into the Edit Alternate Statuses window. Note: All status lines must be valid before you can export the statuses to Excel. For example, you cannot add a blank line to the grid and then export the statuses to a file. |
|
[Import] |
Click to import a list of statuses from a Microsoft Excel file that you or another user has exported previously. Note: The file format must be valid before you can import the statuses into the Edit Alternate Statuses window. For example, you need to use the same columns as the exported statuses, any rows that you added in Excel must be complete, and the status name must not exceed 50 alphanumeric characters |
| Item | Notes |
|---|---|
| Name | Type a name in this field to identify the status. You can use up to 50 alphanumeric characters for the name. |
| Include |
Select this checkbox if you want to include alternates that have this status in the estimate totals. For example, when you prepare an estimate analysis for your customer, if you select the Show Excluded Alternates option, all alternate items are included in the estimate spreadsheet, regardless of whether they are associated with one of the Included statuses. If you do not select the option, only items that are included in estimate grand totals are displayed in the summary. Note: There is an option on the Advanced tab that you can use to display only items that have some type of Included status. |
| Notes | Use this field to enter any descriptive notes that you want to keep about this status, how your company uses the status, and so on. |