Download User`s Manual - ArenaSoft Estimating
Transcript
Getting Started E. Creating a New Estimate 1) From the “MainForm”, Click on “New Estimate”. 2) In the “New Estimate” screen, type a Project Name... let’s type “East Street Office Building”. Then, press TAB to select a Client. Let’s say this estimate is for a new Client, the “ABC Company”, so the Client’s name is not in the pop up menu. Click the “New” Button and create a new Client by typing “ABC Company” in the ClientCompanyName field. Close the “Enter Client” screen. Fill in the other boxes on the “New Estimate” screen. Red Text are required fields. If you select “Use New Csi Codes”, you are selecting that all Databases switch to the new 6 digit Master Format 2004 Csi codes. The old system was 5 digits like 03000 for Concrete. Click the “Create New Estimate” button. 3) The MainForm now shows you are working on the “East Street Office Building” estimate. 1. Organize Your Estimate You organize your estimate by making Sections and Zones. Use the 2 buttons in the Setup area of the MainForm. Sections are typically the CSI sections found in the Architect’s spec book, such as Concrete, Masonry, etc. You must make at least one Zone. Zones let you divide a project into areas you want totaled separately. Examples of Zones might be Building A and Building B, or “New Construction” and “Renovations” or Base Bid, Alternate 1, Alternate 2. 1) Let’s create some Sections for our estimate. You can have one or many Sections. From the MainForm, click the “Make Sections” button. The green form on the left shows the Sections in this estimate, and the list is empty because this is a new estimate. In the 2 white boxes at the top of the green form, you can type a Csi number like “03000” and “Concrete” and press Return. But it’s easier to click on the Csi Sections you want in the grey list to the right of the green form. Each time you click a line the line is copied to the Green list. This is called a “Click Copy” screen and ArenaSoft uses Click Copy screens in may places. Let’s add lines “02220 Building Demolition”, 03000 Concrete and “04000 Masonry” to our estimate by clicking on these lines (click the words or numbers). 2) Now let’s create a Zone for our estimate. You can have one or many Zones. From the MainForm, click the “Make Zones” button. Type “Zone 1”. Close the screen. Page 8 ArenaSoftTM Estimating Version 2R80 - User’s Manual