Database/Estimate WBS Settings window

You use this window to set up as many as 40 work breakdown structures (WBS) for your standard database or for a selected estimate, depending on whether you select the Database option or the Estimate option in the window.

To open the window:

Within each WBS code, you can have an unlimited number of subdivisions, known as WBS values, to which you can assign estimate items.

• The WBS Code is the number that identifies each WBS. You can click [Move] to change the number for a WBS.

• For the Name, enter the label (up to 10 characters) that displays with each WBS throughout Sage Estimating (SQL). Your entry appears in the spreadsheet sequences and as a sorting option for some reports.

• The Type determines how to assign WBS values to items.

  • The Takeoff type assigns values only during takeoff or in the estimate (spreadsheet and Detail window). Use this setting if the WBS values assigned to items are usually different. Example
  • The Item type assigns values only in the standard database (Edit Items window). Use this setting if the WBS values assigned to items are always the same. These WBS values come into the estimate with the items at takeoff but cannot be changed in the estimate. Example
  • The Detail type assigns values any combination of the Takeoff and Item methods. Use this setting if the WBS values assigned to items are usually the same, but might change in certain situations. Example

  Tip: To choose the type, click or enter the first letter of the desired type.

• The Unit is the unit of measure (up to 8 characters) used to prefill the Unit field when you enter values for each WBS. The WBS unit applies to the takeoff quantity at the WBS level in the spreadsheet and prints on reports.

  To select a unit, click .

• For the Size, enter the maximum number of characters (up to 50) allowed when entering values for each WBS.