Create estimate extras

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create estimate extras

Create estimate extras to add costs and labor for commonly used special items when there are no applicable labor codes in Tekla EPM. Estimate extras allow you to add as much labor and cost to a single item in an estimating job as needed. Estimate extras are often used for all labor done outside of your shop. For example, you can create estimate extras for items such as camber, rolling, and forming.

  1. Click the Maintenance ribbon tab

  2. On the menu, select Estimating > Labor Maintenance > Estimate Extras.

The Estimate Extra dialog box opens.

Create an estimate extra

  1. In the Estimate Extra dialog box, click New.
    Note:

    To create copy of an estimate extra and use it as the basis of a new one, select the existing estimate extra in the list and click New - Carry Over.

  2. In the Code field, type an abbreviation that helps you identify the estimate extra.

    The abbreviation will be shown when you apply estimate extras to estimating items.

  3. Type a description, group, and sub-group for the estimate extra.

    Groups and sub-groups are only used for filtering the estimate extras in the dialog box.

  4. Click Add.
  5. Click the other tabs to enter more information about the estimate extra.

    According to your needs, see any of the following instructions:

Add labor code formulas

You can add new labor code formulas in the Labor Code Maintenance dialog box. For more information, see Adjust labor codes.

For more information on creating formulas, see Create formulas.

  1. Open the Labor Code Formulas tab.
  2. Click New Formula.
  3. In the Formula list, select an existing labor code formula.
  4. Do one of the following:
    • In the Quantity field, enter the number of times the formula is used for the estimate extra.
    • Click Formula on the right side of the Quantity field and create a quantity formula.
  5. Click Add Formula.

    Add as many formulas as necessary to define the extra labor.

  6. Click Save at the bottom of the dialog box.

Add child estimate extras

Child estimate extras allow you to add more than one labor operation to the main estimate extra item. In practice, this means that you can group many labor functions together into one estimate extra.
  1. Open the Child Estimate Extras tab.
  2. Click New Child Extra.
  3. In the Child Estimate Extra list, select an existing estimate extra that you want to add as a child item for the current estimate extra.
  4. Do one of the following:
    • In the Quantity field, enter the number of times the formula is used for the estimate extra.
    • Click Formula on the right side of the Quantity field and create a quantity formula.
  5. Click Add Child Extra.
  6. Repeat steps 1 to 5 to add all necessary child estimate extras.
  7. Click Save at the bottom of the dialog box.

Add costs

  1. Open the Cost tab.
  2. According to your needs, do any of the following:

    To

    Do this

    Add a fixed cost

    1. Select the Cost Value option.

    2. Type the cost in the Cost Value field.

      Tip:

      If you want to change the units, right-click in the Cost Value field and select the new units.

    Enter a formula for calculating the cost

    1. Select the Cost Expression option.

    2. Click Formula.

    3. Build the formula by entering the necessary elements and adding variables.

    4. Click OK.

  3. To assign the cost to a specific category, select an option in the Cost Directed To list.
  4. Click Save at the bottom of the dialog box.

Add labor times for a labor group

  1. Open the Labor tab.
  2. Click New Labor.
  3. In the Labor Group list, select the labor group for which you want to add labor times regarding the estimate extra.
  4. Do any of the following:

    To

    Do this

    Add a fixed amount of labor time

    1. Select the Man Hours Value option.

    2. Type the labor time in the Man Hours Value field.

      Tip:

      If you want to change the units, right-click in the Man Hours Value field and select the new units.

    Add an expression to calculate the labor time

    1. Click the Man Hours Expression option.

    2. Click Formula.

    3. Build the formula by entering the necessary elements and adding variables.

    4. Click OK.

  5. Click Add Labor.
  6. Click Save at the bottom of the dialog box.

Add welding, burning, punching, or drilling

  1. Open the Additional Operations tab.
  2. Click New Operation.
  3. In the Operation list, select the labor operation.
  4. In the Type list, select if the operation is manual, semi-automatic, or automatic.
  5. Enter values or create formulas for Quantity, Thickness, and Length.
  6. Click Add Operation.
  7. Click Save at the bottom of the dialog box.

Add labor code operations

Labor code operations allow you to add the same operations for the selected estimate extra that are used for labor codes.

  1. Open the Labor Code Operations tab.
  2. Click New Operation.
  3. Select the material group and the operation in the appropriate lists.
  4. Type a quantity in the Quantity field, or click Formula to define a formula that calculates the quantity.
  5. Click Add Operation.
  6. Click Save at the bottom of the dialog box.
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