New Estimate Setup

In this article:

Accessing Projects

Advantage > Estimating > Projects

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Comsense Advantage navigation menu; shows the location of Project.

Creating a New Project

  1. Click the New Project icon
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Projects window top toolbar; shows the location of the New Project icon.

In the Project Wizard:

  1. Click Next to continue
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Project Name/Address Maintenance window
  1. Fill in the basic project information.
  2. Fill in contact information, (include a picture if desired).

Set Up Tab

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Set Up tab in the Project window.

In the Set Up Tab, the user can:

  • Enter information relative to the project.
  • Add information as it becomes available throughout the project.
  • Much of the information comes from drop down lists built in Company Master Tables.

Activities Tab

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Activites tab in Project window

In the Tasks Tab, the user can:

  • Enter key estimating tasks to create a checklist and history.
  • Add information as it becomes available throughout the project.
  • Tasks may be filtered.
  • Tasks are referenced in the today window.
  • Tasks may be tracked if project is on a time and material basis.

Sections Tab

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Section tab in Projects window
  1. Click on the Sections Tab to view the Sections list.
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Project toolbar; shows location of Section Picker icon.
  1. Click on Section Picker icon.
  2. Check the box beside each section being bid
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Select Sections window; shows location of checkboxes.
  1. Click Ok to continue.

Bids Tab

 Add Bid Recipient Information

  1. Click on Bids tab.
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Bids tab in Project window.
  1. To add Bid Recipient information, right click in the Bids pane.   
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Bids tab; shows Add Recipients option in right-click menu.
  1. Select Add Recipients from customer list menu
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Customer List window.
  1. Select Customer
  2. Click OK to continue
Bid tab; shows location of Bid Recipient field.                
  1. Fill in pertinent information
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Bid tab; shows Section line items and Status field.

At the bottom of screen is summary of sections bid, highlight each customer bid to review summary for that customer.

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