Report Descriptions - Estimation

In this section

Cost Estimate Budget Class Report
Cost Estimate Contingency Report
Cost Estimate Formula Information Report
Cost Estimate Scope Tracking Report
Cost Estimate Summary Report
Design Build Estimate Report
Prequalification Work Type Report

Cost Estimate Budget Class Report

The Cost Estimate Budget Class Report lists the dollar amount for each budget class associated with a cost estimate or cost estimate items. Details are provided at the estimate level and the item level.

You can access this report from the Generate Report component, as well as:

On the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.
On the Cost Estimate Overview component, from the Actions menu on a cost estimate row. See Managing Cost Estimates.

Cost Estimate Contingency Report

For a given cost estimate, the Cost Estimate Contingency Report lists the pre-risk estimate amount, risk value amount, and risk adjusted estimate amount according to the estimation phase. The report details each risk factor and its impact during each phase of the estimate.

You can access this report from the Generate Report component, as well as on the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.

Cost Estimate Formula Information Report

The Cost Estimate Formula Information Report lists all of the fields in a selected cost estimate that include a formula created with the Expression Builder. For each field that includes a formula, the report lists the expression used to calculate the value. See Working with Formulas and Using the Expression Builder.

You can access this report from the Generate Report component, as well as on the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.

Cost Estimate Scope Tracking Report

The Cost Estimate Scope Tracking Report enables you to identify at a glance the total cost of each snapshot saved for a cost estimate, as well as the percent the total changed between snapshots.

You can access this report from the Generate Report component, as well as:

On the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.
On the Cost Estimate Overview component, from the Actions menu on a cost estimate row. See Managing Cost Estimates.

Cost Estimate Summary Report

The Cost Estimate Summary Report lists all of the information included in the selected estimate, including construction and non-construction costs, adjustments, markups, contingencies, and remarks.

On the Set Parameters page of the Generate Report guided process, you can select or clear these check boxes to determine which types of data and analysis are included in the report:

Include Markups
Include Contingency
Show Construction Cost Details
Show Non-Construction Cost Details

All of the check boxes are selected by default. If you want to exclude a type of data or analysis, clear the appropriate check box. When you are finished, click Execute.

You can access this report from the Generate Report component, as well as:

On the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.
On the Item Pricing Worksheet component, from the Actions menu. See Managing Cost Estimate Items in a Worksheet.

Design Build Estimate Report

The Design Build Estimate Report breaks down the totals for biddable, non-biddable, and preliminary engineering costs included in the selected design build estimates. The report lists totals for risk contingency and markup adjustments, along with basic information that identifies the cost estimate and the pricing methodologies in use.

You can access this report from the Generate Report component, as well as on the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.

Prequalification Work Type Report

Letting estimates for prequalification work are used to determine qualification requirements for prime contractors. The Prequalification Work Type Report illustrates expected prequalification amounts for categories of work based on amounts in a letting estimate. For each category of work, the report lists both the dollar value and the percent of the total item estimate.

The categories of work used for prequalification are defined by the agency in the PREQUAL code table. For example, the agency can define Asphalt Paving or Signage as prequalification work types. When prequalification work type codes are assigned to reference items or cost estimate items, the item amounts can then be totaled according to prequalification work type for a given estimate.

You can access this report from the Generate Report component, as well as on the Cost Estimate Summary component, from the Actions menu. See Maintaining a Cost Estimate.