Options - Workflow

The Workflow section of the Options window contains settings relating to alternative functionalities for features in Expert Estimation. These alternative processes allow a user to control how the application will manage the end-result of common operations.

Options – Workflow section

GENERAL

The General region of this options panel details options that do not relate to the workflow of any particular window but instead modify the general workflow of the application.

NAME

DESCRIPTION

Automatically add a blank line to empty Cost Schedules and Cost Estimates

Having this option enabled will ensure that any Cost Schedule or Cost Estimate window you open will have a blank line already added. This allows you to add resource and quantity information directly.

SUBCONTRACTOR COMPARISON

The Subcontractor Comparison region of this options panel details options that relate to workflows specific to dealing with Subcontractor Comparisons.

NAME

DESCRIPTION

Automatically Copy Self-Performed Item Cost Estimate

Having this option enabled will ensure all new subcontractors added to a Subcontractor Comparison will inherit the Cost Estimate lines of the associated Direct Cost Schedule items included in the comparison.

When viewing the Item Cost Estimate for each of the Schedule items for a Subcontractor, the Cost Estimate lines will initially be marked as Excluded.

Genesis edition only.

ITEM AND RESOURCE STATE MAPPING

The following Workflow options relate to how Expert Estimation treats pasted Cost Schedule Items (or Resources). This is useful when bringing data across from a previously completed project that may need additional review steps.

The settings below are also considered when performing drag-drop operations on the same item types (Cost Schedule Items and Resources).

NAME

AVAILABLE OPTIONS

Items/Resources with a State of Check/Unplugged will be pasted with a State of:

  • Check
  • Unfinished
  • Unplugged (Base Resource only)
  • Plugged (Base Resource only)

Items/Resources with a State of Finished/Confirmed will be pasted with a State of:

  • Finished
  • Check
  • Unfinished
  • Confirmed (Base Resource only)
  • Unplugged (Base Resource only)
  • Plugged (Base Resource only)

Further information about the available User Options can be found by searching for User Options.