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Direct Cost Schedule – Grid Columns

Each window within Expert Estimation has its own unique workspace layout. The following displays a list of all the available columns that information can be entered within the Direct Cost Schedule window.

Name Description
Line # The main identifier for an item that is automatically numbered and cannot be modified directly.
Information () The Information column displays specific information about a Schedule Item.

This is done in the form of icons.

You can hover your mouse over any of the icons within the Information column and a tooltip will appear providing you with a description of the icon displayed.

A list of all the icons that are displayed in the Information column can be seen appended to the end of this article.

Item # A reference number that can be used to quickly identify the item.

This could be supplied by the client to match internal records.

Description This column allows you to provide a detailed explanation of the item to be completed.
Formula The Formula column allows you to perform calculations to produce a quantity for a single item or sum the value of multiple items.

Using the shortcut key Ctrl + Space within this field, will provide you with a list of available formula that can be applied to the item.

Provisional Sum This column allows you to enter a value against an item that will be represented in the overall project total, without requiring a build up of costs through resource usage.

These Provisional Sum items will be displayed on your client submission reports.

Quantity Represents the number of units of an item that will be required to complete a schedule item.

Quantities can be calculated using mathematical formula entered in the Formula column. In this scenario, an icon will appear next to the value displayed, representing that the quantity has been calculated.

Using a formula to calculate the quantity, will make the Quantity field read-only.

Estimated Quantity This column allows you to enter a different quantity that you can base a cost estimate off other than the quantity specified by the client.

Genesis edition only.

Unit The Unit column is used to define a unit of measure that the Schedule Item is measured in.

The unit of measure can be anything considered necessary for measuring the Item, such as days, cubic metres or hours.

Resource Name Allows you to specify the name of a resource to be applied directly to the Schedule Item.

This would be most commonly used when a schedule item does not require a build up using a Cost Estimate.

Matrix Item Specifies the name of the Matrix Item applied to the Schedule Item.

When using a Matrix Item you are prevented from applying a resource to the Schedule Item.

A Schedule Item can still contain a Cost Estimate, however, the value of the item is obtained exclusively from the Matrix Item’s value.

Genesis edition only.

Estimated Rate The Estimated Rate column shows the per unit rate of the Schedule Item.

This is calculated by dividing the Estimated Total by the Quantity of the Cost Schedule item.

Estimated Total The Estimated Total represents the entire Cost Total of a Schedule Item.

This can be calculated by using a Cost Estimate, a resource applied to the Schedule Item, or both.

Alternatively the value can be built up exclusively from a Matrix Item assigned to the Schedule Item. This scenario is only available in Genesis Edition.

Excluded This column identifies whether or not a schedule item has been excluded from project calculations and ultimately, from the project altogether.
Hidden This column identifies whether or not a schedule item has been set to a hidden status.

Hidden Items are treated similarly to that of Overhead Cost Schedule items in that they contribute to the project but the item itself will be hidden from the client’s submission document.

Express and Genesis editions only.

Item Type The Item Type column allows you to set how a Schedule Item contributes to the project.

If the Schedule Item has a quantity, then the item can have its Item Type set to either Contributing or Rate Only.

Item State The Item State column identifies the current status of a Cost Schedule item.

These states can only be applied to Schedule items that have an Item Type of either Contributing or Rate Only.

Duration The Duration column allows you to define a length of time that the item will take to complete.

The value entered within the Duration column will become the value of the automatic define #DUR, used within the Schedule Item’s Cost Estimate.

This column is typically used when the Cost Estimate of the Schedule Item is using a Time based Estimating mode.

Genesis edition only.

Duration Type The Duration Type column allows you to define the period length that the Duration represents.

This can be Hour, Day, Week, Fortnight, Month, Quarter, Half Years or Years.

Genesis edition only.

Resource Type Rate These are a series of columns, one for each resource type (Labour, Material, Plant, Subcontractor and Other) that display the cost per unit for their respective resource type.

Express and Genesis editions only.

Resource Type Total These are a series of columns, one for each resource type (Labour, Material, Plant, Subcontractor and Other) that display the total cost for their respective resource type.

This value is based on the total resource usage value for an individual Resource Type defined by the item either through a Cost Estimate build up, resource applied directly to the item or Matrix Item.

Express and Genesis editions only.

Parent Line If a Cost Schedule item has been indented below another Cost Schedule item, the Parent Line column will show the line number of its immediate parent Cost Schedule item.
Page Breaks The Page Breaks column allows you to define locations in the Direct Cost Schedule to insert page breaks to be displayed in reports.

The reports where these Page Breaks will appear include:

Page Breaks will appear before the Direct Cost Schedule items they are allocated to.

Note: This property can be applied to all Direct Cost Schedule item types.

Information Column Icons

Depending on the status of an item, the Information column will display an icon to visually reflect information about the item.

Icon Description
If a lock is displayed you cannot modify the Schedule Item due to it being edited by either yourself in another window or another concurrent user.
If a full green circle is displayed, this indicates the Schedule Item is a Contributing Item.
When a half green circle is displayed, this is an indication that the Schedule Item is Rate Only Item.
If a full yellow circle is shown, this indicates the Schedule Item is set to Hidden.
If a workman is displayed, this is an indication that the Schedule item is apart of a Subcontractor Comparison.
When a sigma symbol is displayed, this is an indication that the Schedule Item is using a summation formula.
When a notepad and pen is shown, this indicates that the Schedule Item contains a note or reference.
When a money bag icon is shown, this indicates that the Schedule Item has a Provisional Sum applied to it.
Updated on November 16, 2018

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