Managing Cost Sheet Price Tasks

The Cost Estimate Item Cost Sheet Overview lists cost sheet price tasks associated with an item in a cost estimate. A cost sheet is an association of equipment, laborers, materials, and crews, along with associated rate information for each. This information can be used to calculate a cost-based price for an item in a cost estimate.

You can access the overview by navigating to the Cost Estimate Items tab on the Cost Estimate Summary, expanding an item row, clicking the Details button next to the item Price field, and then clicking Cost Based link on the Details overlay.

Information about the associated cost estimate item is displayed at the top of the component. You can view information in these fields:

Unit of Measure

Price

The lower portion of the component lists rows of cost-based tasks. Expand a row to display all of available information. Each row includes an Actions button and current values in these fields:

Click in a field and add, change, or delete information as needed.

To view or change additional information for a cost sheet price task, select Open from the Actions menu on the task row. The system takes you to the Cost Estimate Item Cost Sheet Summary (see Maintaining a Cost Sheet Price Task).

To delete a cost sheet price task from the cost estimate item, select Delete from the Actions menu on the task row. To reverse the deletion, click the Undo button.

To add a new cost sheet as a price task for the cost estimate item, click the New button. The system adds a new blank row. To save the new cost sheet, you must enter a value in the Name and Unit of Measure fields.

Note: If the agency option for Prohibit Multiple Active Price Bases is set to Yes, only one price task on an item can be active at a time unless the active price tasks are in the same task group.

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

To copy a reference cost sheet as a price task for the cost estimate item, select Copy from Reference Cost Sheet from the Actions menu on the component header. The system displays a modal window for selecting a reference cost sheet. Click the row for the cost sheet you want to add, and enter a unique name for the cost sheet in the Name field. When you are finished, click the Copy button. The modal window closes, and the new cost sheet is added to the list with the name you specified.

To copy an existing cost sheet from a different cost estimate, select Copy from Cost Estimate Cost Sheet from the Actions menu on the component header. The system displays a modal window for selecting a cost sheet associated with a cost estimate item. Click the row for the cost sheet you want to add, and enter a unique name for the cost sheet in the Name field. When you are finished, click the Copy button. The modal window closes, and the new cost sheet is added to the list with the name you specified.