Create an estimating job

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Create an estimating job

To create a new estimating job, do the following:

  1. At the bottom of the Select Estimating Job dialog box, click Add.

  2. On the General tab of the Estimate Job Edit dialog box, type the job number.

    The job number cannot be changed after creating the estimating job. All other details can be modified later.

  3. Adjust the following properties according to your needs:




    The name of the estimator.

    You can sort estimating jobs based on the estimator.


    The date on which the bid is due.

    Tekla EPM automatically uses the date when you create the job, but you can select a different date in the associated calendar.

    Job Name

    The description of the estimating job.


    The town or city where the job takes place.

    Job Status Select if the job is still in progress (Open), or if the job has already been finished (Closed).

    You can filter the Select Estimating Job dialog box, so that only open jobs are shown.

    ERP Job #

    The accounting system job number.

    Typing the accounting system job number in the ERP Job # field allows you to link material items properly when you export information to the accounting system, such as Trimble Viewpoint.

    Job Group

    One or two job groups that help you identify and sort estimating jobs. For example, the year of the estimating job can be used as a job group.

    Either type a job group directly in the blank field, or click the arrow on the right side of the field to select an existing job group.


    Type any additional comments on the job.

    Distance To Job

    The distance to the job site.

    Tekla EPM uses the distance to calculate freight costs if you have selected the Freight Per Mile option in Freight Maintenance. For more information, see Modify freight pricing.

    Shop Drawing Cost

    The total cost of the shop drawings.

    The value will be used in the fabrication summary report.

    Shop Drawing MHrs

    The total labor hours used in shop detail drawings.

    The value will be used in the fabrication summary. Costs will automatically include the Detailing labor rate set in Labor Rates.

    Shop Efficiency

    The efficiency percentage of the shop, used for calculating labor times. Shop efficiency is calculated by dividing the labor times accordingly.

    For example, typing 75% would increase overall labor times by 33.3%, whereas entering 125% would reduce the labor times by 20%.

    Note that the shop efficiency cannot be set to 0.

    Shop Setup

    The labor database used for the estimating job. Note that the Shop Setup is only available if more than one shop setup has been created.

    To use another labor database instead, click Change Shop Setup and double-click the shop that you want to use.

    Default Finish

    The default finish used for new items in the estimating job.

    You can change the finish item by item.

    Item Increment

    Sets the auto-increment for item numbers.

    Using the default auto-increment of 10 allows items to be added in the list according to your needs, without having to renumber the other items in the job.

    Auto Clip-Angles

    When selected, Tekla EPM adds standard clips in the estimating items according to their labor codes.

    When cleared, standard clips are not used.

    Project Management Job

    The project management job that is linked to the estimating job.

    By linking estimating and project management jobs to each other, you can share the labor and material information with the Project Management module. Among other details, all the bid documents of the estimating job can be automatically linked to the Project Management job, which saves data transfer time.

    Note that the related production control job needs to be linked to the estimate separately in the Production Control Job Edit dialog box. For more information, see Modify a production control job.

    To link a job, click the arrow on the right side of the Project Management Job field, and select an existing project management job in the list. The job numbers do not need to match.

    Trimble Connect Project

    The Trimble Connect project that is linked to the current estimating job.

    To link the estimating job to a Trimble Connect project, click Link, select a project in the Link Project to Trimble Connect dialog box, and click Link Project. For more information, see Use Trimble Connect with an estimating job.

  4. On the Paints tab, create the paints used in the current estimating job:
    • To add a new paint type, click New Paint, define the paint properties, and click Add.

    • To modify a paint type, select the paint type, modify the properties, and click Save Paint.

    • To delete a paint type from the estimating job, select the paint type and click Delete Paint.

    If you do not assign a paint system to the items on the Paint Systems tab, all paints listed on the Paints tab will be applied to all painted items by default. Assigning a paint system to an item in the estimating job overrides the paints listed here. For more information on the properties of paint types, see Create, modify, and delete paint types.

  5. On the Paint Systems tab, create job-specific paint systems, if needed.

    For detailed instructions, see Create job-specific paint systems.

  6. On the Clean Systems tab, create job-specific clean systems, if needed.

    For detailed instructions, see Create and apply clean systems.

  7. If necessary, adjust the combining optimizations, galvanizing settings, supplier information, input and display units, and markup percentages according to your needs.
  8. Click Save.

The Estimate Job Edit dialog box closes. The estimating job is added to the list in the Select Estimating Job dialog box.

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