Maintaining Items for a Cost Estimate Typical Section

In this Topic

Selecting Items to Add to the Typical Section

The Items tab on the Cost Estimate Typical Section Profile Summary lists all of the items included in the cost estimate typical section. On the Items tab, you can determine whether an item is active and included in the cost estimate. You can also add new items to the typical section, and calculate the price and quantity for each item.

The Total dollar amount for the items in the typical section is listed at the top of the tab. If you change underlying data required for the calculation, the Total field does not display a value until you save the changes.

Each row includes an Actions button and represents one item in the typical section. You can view or change values in these fields:

Selecting the Active check box indicates that the item is included in the calculation of the Total for the typical section.

You can enter a number in the Price field or the Quantity per Unit field, or you can click the Formula button (Σ) in the field to calculate the value by using the expression builder. For information about the expression builder, see Using the Expression Builder.

When you enter a value in the Quantity per Unit field, the system multiplies it by the quantity specified for the typical section on the cost estimate and displays the result in the Calculated Quantity field. For lump sum items, this value is 1. When a value is entered in the Price field, the system multiplies it by the Calculated Quantity field and displays the result in the Ext Amt field.

To add a new item to this cost estimate typical section, click the New button. The system adds a new blank row. Enter information as required. Each item you add is assigned the next available sequential line number in the typical section.

For each non lump sum item added to the typical section, the system creates a bid-based task. If a Typical Section Bid History Profile is specified for the parent cost estimate, the new bid-based tasks are added as active.

A Details button is displayed to the right of the Price field. You can click the Details button to view an overlay with the different prices included in the Price value, along with the calculation methods used to determine each amount. For each item on a cost estimate typical section, only one type of calculation method can be active at a given time, either reference price tasks or bid-based price tasks. For more information, see Viewing Typical Section Item Price Details.

To view or change reference price tasks associated with a typical section item, click the Details button, and then click the Reference link in the Price overlay. The system takes you to the Cost Estimate Typical Section Reference Price Task Summary. For more information, see Maintaining Reference Price Tasks for an Item on a Cost Estimate Typical Section.

To view or change the bid-based price task associated with a typical section item, click the Details button, and then click the Bid Based link in the Price overlay. The system takes you to the Cost Estimate Typical Section Bid Based Task Summary. For more information, see Maintaining a Bid-Based Task for an Item on a Cost Estimate Typical Section.

When you are finished making changes, click the Save button. The system updates the Total field and displays a message to confirm that your changes were saved.

Selecting Items to Add to the Typical Section

To select one or more reference items to add to the cost estimate typical section, perform these steps:

On the Items tab on the Cost Estimate Typical Section Summary, choose Select Reference Items from the Actions menu on the item list.

The system displays a modal window that lists reference items that are not parametric items and that share the same spec book and unit system as the cost estimate.
Click the rows for the reference items you want to add.

The system adds a check mark at the beginning of the row. You can click the row again to clear the selection. Continue selecting item rows as needed.
When you are finished, click the Add to Cost Estimate Typical Section button.

The system closes the modal window and lists the items you selected on the Items tab. Each item is assigned the next available sequential line number in the typical section. The system creates a bid-based task for each typical section item that is not a lump sum item. If a Typical Section Bid History Profile is specified for the parent cost estimate, the new bid-based tasks for non-lump sum items are added as active (see Maintaining a Bid-Based Task for an Item on a Cost Estimate Typical Section).
Enter a value in the Quantity per Unit field for each of the new items you added. When you are finished, click the Save button.

The system displays a message to confirm that your changes were saved in the database.