Add an estimating item

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add an estimating item

To add a new item to an estimating job, do the following:

  1. At the bottom of the Estimating dialog box, click New.
  2. Define the item properties.
    Note:

    The visible input fields and their order depend on the settings that you have defined in the Input Fields dialog box that you can access via Maintenance > Estimating > Edit Input Fields.

    The properties marked with an asterisk (*) in the following table are mandatory information.

    Option

    Description

    Page *

    The number of the page on which the item is added.

    The page number can be used to color-code or filter items in Trimble Connect. For more information, see Use Trimble Connect with an estimating job.

    You can modify the page number manually or use the page number automatically determined by Tekla EPM.

    Item *

    The item number.

    You can modify the item number manually or use the item number automatically determined by Tekla EPM.

    Default item increments are set in Company Standards, but you can modify them for each job. We recommend leaving spaces between items, so that you can later add items between existing items.

    If necessary, you can reset the item number intervals in Job Maintenance. For more information, see Renumber an estimating job-

    Quantity *

    The number of pieces to be added.

    Use the numeric keypad in the quantity field to add, multiply, divide, or subtract numbers to adjust the quantity.

    Shape *

    The material shape of each piece.

    Either click the arrow on the right side of the Shape field to select the shape, or type the shape indicator in the field (for example, HSS).

    Grade *

    The material grade of each piece.

    Depending on the shape, the grade can also be mandatory information.

    Either click the arrow on the right side of the Grade list to select the grade, or type the grade indicator in the field.

    Dimensions *

    The material dimension, or material size, of each piece.

    Depending on the shape, the dimension can also be mandatory information.

    Click the Dimensions field to select an available material dimension, and double-click the desired dimension in the list.

    Tip:

    You can also use a custom material dimension. Note that the dimension is not automatically added to the material database.

    To use a custom dimension, do the following:
    1. Click in the Dimensions field.

    2. Click Add Size.

    3. Define the dimension properties.

    4. Click Save.

    You can now select the dimension and use it.

    Length

    The length of each piece.

    Default length input settings are set in Company Standards, but you can modify them for each job.

    Type

    The labor code applied to the item. Note that the available labor codes depend on the material group of the selected shape.

    The labor code can be used to color-code or filter items in Trimble Connect. For more information, see Use Trimble Connect with an estimating job.

    Click the arrow on the right side of the Type field to select a labor code, or type the labor code abbreviation in the field.

    For more information, see Adjust labor codes.

    Extra

    The estimate extra applied to the item. Estimate extras are additional costs and labor that you can add to an estimating item. Estimate extras can also contain formulas that calculate the additional costs and labor.

    To apply estimate extras to the item, do one of the following:
    • To apply one estimate extra to the item, click the arrow on the right side of the Extra field to select the extra that you want to apply.

    • To apply multiple extras to the item, double-click in the Extra field, and click the arrow buttons to move the desired extras to the Included list.

    For more information, see Create estimate extras.

    Holes, Web Holes, Top Flg Holes, Bot Flg Holes

    The number of the holes, web holes, top flange holes, or bottom flange holes per piece. Bolts are automatically added for beams and tubes with holes.

    When you define the number of holes, Tekla EPM automatically adds the labor time spent on holes to the item.

    Holes w/o Bo

    The number of holes per piece. No bolts will be added.

    When you define the number of holes, Tekla EPM automatically adds the labor time spent on holes to the item.

    Stiffeners

    The number of stiffeners per piece.

    When you define the number of stiffeners, Tekla EPM automatically calculates and adds the labor time spent on stiffeners to the item. For more information on the labor time for stiffeners, see Adjust labor times for copes, punches, and stiffeners.

    Note that you need to add the material for the stiffeners separately because such material is not added automatically.

    Copes

    The number of copes per piece.

    When you define the number of stiffeners, Tekla EPM automatically calculates and adds the labor time spent on copes to the item. For more information on the labor time for copes, see Adjust labor times for copes, punches, and stiffeners.

    MHrs/Pc

    The number of man hours per piece.

    This time will be added to the labor time already calculated by Tekla EPM.

    Manual Cost

    A cost that replaces the material cost of the item in reports.

    Tip:

    If necessary, you can change and convert the units by right-clicking in the Manual Cost field. Select a suitable option in the context menu.

    Finish

    The finish type of the item. The default options are Painted, Unpainted, and Galvanized.

    The finish type can be used to color-code or filter items in Trimble Connect. For more information, see Use Trimble Connect with an estimating job.

    You can apply paint systems to an item whose finish type is Painted to use other finishes than the standard ones.

    Category, Sub-Category

    A class used for sorting items within a job. Categories and sub-categories can be used for filtering the information in the Estimating dialog box and color-coding or filtering items in Trimble Connect.

    The available categories and sub-categories are created in Estimating Company Standards.

    If necessary, you can also assign quantity multipliers to sub-categories.

    Click the arrow on the right side of the Category or Sub-Category field and select an existing category, or type a new category in the field.

    MainPc

    When selected, indicates that the item is a main piece in an assembly. When cleared, indicates that the item is not a main piece.

    Marking items as main pieces allows you to consider whole assemblies in fabrication. If you use main pieces, you can create reports that show the properties for each main piece, or assembly.

    Selecting the MainPc check box is optional, but be consistent: either select the check box for all main pieces in the estimating job, or do not select it for any of them.

    Comment

    An optional comment that you can type for the item.

    Erect Hrs

    The number of hours spent on erecting the item.

    Erect Cost

    The amount of money used for erecting the item.

    Status

    The estimate status of the item. The status indicates the level of completion of the item.

    The status can be used to color-code or filter items in Trimble Connect. For more information, see Use Trimble Connect with an estimating job.

    To modify the available estimate statuses, see Manage estimate statuses.

    Detailing Cost

    The amount of money used for erecting the item.

    The Detailing Cost field is identical with the Erect Cost field.

    Detailing Hrs

    The number of hours spent on erecting the item.

    The Detailing Hrs field is identical with the Erect Hrs field.

    Prod. Code

    The production code applied to the item.

    Production codes group items so that you can apply man hour per ton and per labor group percentages to items in the linked production control job.

    The production code can be used to color-code or filter items in Trimble Connect. For more information, see Use Trimble Connect with an estimating job.

    Production codes group similar items together within jobs.

    Sequence

    The sequence number assigned to the item.

    The sequence can be used to color-code or filter items in Trimble Connect. For more information, see Use Trimble Connect with an estimating job.

    Click the arrow on the right side of the Sequence field to select a sequence number, or type the number in the field.

    Clean System

    The clean system applied to the item.

    Click the arrow on the right side of the Clean System field to select an existing clean system.

    For more information, see Adjust cleaning types and cleaning costs.

    Paint System

    The paint system applied to an item whose finish type is Painted.

    Click the arrow on the right side of the Paint System field to select an existing clean system.

    If no paint system is selected for a painted item, the default paints defined in the Estimate Job Edit dialog box are applied. For more information, see Modify an estimating job.

    To modify the available paint systems, see Create paint systems.

    Cost/Pc

    A cost per piece that is added to the material cost of the item.

    Welded Studs

    The number of welded studs per piece.

    The price per welded stud is defined in Fabricator Information for a typical stud price.

    You can also add welded studs as separate items. Tekla EPM will then price them accordingly.

    Camber

    The camber size used with the item.

    Type the labor time used in cambers in the MHrs/Pc field.

    Do not define the cost of cambers in the Manual Cost field. The cost entered in the Manual Cost overrides the material cost of cambers. Instead, you can type the cost in the Cost/Pc field.

    Part #

    The part number that identifies the accessory item.

    The selected part number populates the applicable fields with the information from Accessory Maintenance. The applicable fields need to be modified in the Accessory Maintenance dialog box. For more information, see Create, modify, and delete accessories.

    PRC Unit Cost, PRC Cost, PRC Date

    Fields that show the current pricing information of the selected item from the selected supplier.

    If no date is displayed in the PRC Date field, the material does not exist in the selected supplier's pricing data set.

    Double-click one of the fields to open the Pricing Maintenance dialog box and enter pricing information.

  3. If necessary, apply additional labor and clips to the item.

    For more information, see Apply additional labor and clips.

  4. Click Add.

The item is added to the display area.

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