Quotation Comparisons Resources – Ribbon Toolbar
The contextual ribbon toolbar for the Quotation Comparison Resources window gives you access to all the functions specific to managing the Resources used within a Quotation Comparison.
Some of the functions may not be available when you first open the window, this could be due to the window being locked. You can see who has locked the window by hovering your cursor over the padlock (
) icon in the window’s tab label.
Quotation Comparison Resources – ribbon toolbar
GENERAL GROUP
|
NAME |
DESCRIPTION |
|---|---|
|
Copy |
Clicking the Copy button will copy the selected line information to the clipboard. This allows you to paste the data into Expert Estimation or to an external application. |
|
Save |
When the Save button is clicked, changes made to the Quotation Comparison Resources window since opening will be saved to the project. |
EDITING GROUP
|
NAME |
DESCRIPTION |
|---|---|
|
Add Item |
The Add Item will insert a new line in the Quotation Comparison Resource window. This will allow you to select a resource to be added to the Comparison. |
|
Remove Item |
The Remove Item button will permanently delete the selected Resource from the comparison. Any quoters rates that were entered against the deleted resource will be removed as well. |
|
Auto-create Resource |
Clicking the Auto-create Resource button will open a window that allows for the creation of a resource based on either a Direct Cost or Overhead Cost Schedule items. The resource that is created can be assigned either directly to the Cost Schedule item or within the Cost Estimate. |
|
Clone Resource |
Clicking the Clone Resource button will duplicate and replace the selected line’s resource. This function is only available when one resource is selected. The Name of the Resource needs to be changed in order to create the new resource. |
|
Move Up |
Clicking the Move Up button allows you to reorder the resource list of a comparison by moving the selected resource up the list. |
|
Move Down |
The Move Down button allows you to reorder the resource list of a comparison by moving the selected resource down the list. |
|
Match Quantity |
The Match Quantity button will transfer the Use in Project of the selected Resource into the Quoted Quantity. |
DISPLAY GROUP
|
NAME |
DESCRIPTION |
|---|---|
|
Restore Layout |
If columns have been removed, adjusted or relocated, clicking the Restore Layout button will restore columns to their default layout. |
GRID GROUP
|
NAME |
DESCRIPTION |
|---|---|
|
Filter Editor |
Opens the Filter Editor to allow users to modify the contents of the grid so that only items that match the specific criteria set will be displayed. |
|
Column Chooser |
Clicking the Column Chooser button will open a dialogue box that will allow users to add or remove columns from the grid. |
|
Search |
Clicking the Search function will display a field in the top right-hand corner of the grid, that will allow users to search the current window for the text entered. |
HELP GROUP
|
NAME |
DESCRIPTION |
|---|---|
|
SavvyHelp |
Selecting the SavvyHelp button will open the SavvyHelp pane on the right of the window. This will display useful information about the window as well as details for the columns available. |