Estimating workspaces

Open: Workspaces drop-down list.

• Select Estimating > Estimating Dashboard.

This provides a selection of lists, such as estimates that have been unsuccessful in the last 12 months or the most profitable customers in the year to date. The Value of Outstanding Estimates list is displayed by default. If you want to switch to the other lists, select the list from the drop-down list.

You can:

• Desktop only - Complete related tasks from the lists of Actions, such as new and amend.
• Sort and filter the lists.
• Find a specific estimate. For example, you can use the toolbar filters to find an estimate by due date or stock code.
• Print a list of the estimate records that you are interested in.
• Export the list of estimate records that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Estimating > Estimate List.

This provides a list view of estimates.

You can:

• Desktop only - Complete related tasks from the list of Actions , such as amend, cancel or copy an estimate.
• Sort and filter the estimates. Use the filter options to see information such released estimates only.
• Search for a specific estimate. For example, you can use the toolbar filter to find an item by stock code.
• Print the details of the estimate that you are interested in.
• Export the details of the estimates that you are interested in to an Excel spreadsheet.

Open: Estimating > Enquiries > Estimates.

Use this to see information about your estimates along with the stage and stage details for a selected estimate.

You can:

• Highlight an estimate and see its associated stages as well as its details, customer details, analysis, quantity breaks and drawings.
• Highlight a stage to see its details, totals, materials, non-stock items, expenses and operations.
• Desktop only - Complete related tasks from the list of Actions for each list, such as amend an estimate or convert it to a BOM.
• Sort and filter the lists of estimates to see information such as estimates by customer or by status.
• Search for a specific estimate or stage. For example, you can use the toolbar filter to find an estimate by estimate number or stock item.
• Print the details of the estimates or stages that you are interested in.
• Export the details of estimates or stages that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > Multi item > Estimates.

Use this to see information about your multi item estimates.

You can:

• Desktop only - Complete related tasks from the list of Actions such as amend an multi item estimate or create a new one.
• Sort and filter the lists of multi item estimates to see information such as multi item estimates by customer or by sales person.
• Print the details of the multi item estimates that you are interested in.
• Export the details of multi item estimates that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > Multi item > Details.

Use this to see all the details of your multi item estimates. The multi-item estimates, associated estimates and associated stages are displayed in three separate panes.

You can:

• Highlight a multi item estimate and see the estimates that belong to it.
• Highlight an estimate and see its associated stages, as well as its details, customer details, analysis, quantity breaks and drawings.
• Highlight a stage and its details, totals, materials, non-stock items, expenses and operations.
• Desktop only - Complete related tasks from the list of Actions for each list, such as amend a multi item estimate or amend an estimate.
• Sort and filter the lists of multi item estimates, estimates or stages to see information such as estimates by customer or stock code.
• Print the details of the of multi item estimates, estimates or stages that you are interested in.
• Export the details of the multi item estimates, estimates or stages that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > Analysis > Performance.

Use this to see the total profit and selling prices of your successful and unsuccessful estimates for the last 12 months. This is displayed in chart and list format.

You can:

• Highlight a total in the chart to see the calculated profit and total seeling price.
• Select a monthly total in the list to see a breakdown of the profit in the list below.
• Desktop only - Complete related tasks from the list of Actions for each list, such as amend or cancel an estimate.
• Sort and filter the lists of estimates to see information such as estimates by stock item, customer or salesperson.
• Search for a specific estimate. For example, use the toolbar filter to find an estimate by estimate number.
• Print the details of the estimates that you are interested in.
• Export the details of estimates that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > Analysis > Profitability or Estimating > Enquiries > Analysis > Profitability Charts.

Use this to see information about the profitability of your estimates. This is displayed as lists on the Estimate Profitability workspace and as charts on the Estimate Profitability Charts workspace. These workspaces contain the following information:

• Your top five most and least profitable stock items for the year to date.
• Your top five most and least profitable customers for the year to date.
• The total profit and selling prices of your successful and unsuccessful estimates per month for the last 12 months.
• The calculated profit for each salesperson for the year to date
• The total profit of unsuccessful estimates for each customer for the year to date.

You can select an item from any of the lists and see the estimates that make up the totals in the bottom pane.

Note: Profit is calculated by looking at any actuals collected against associated Works Orders.

Open: Estimating > Enquiries > Customer View.

Use this to see your most and least profitable customers and the details of successful and unsuccessful estimates. You can see your top five most profitable customers, top five least profitable customers and your unsuccessful customers in three charts. You can also see a list of all your customers with their estimate details.

You can:

• Highlight a customer from the list and see the estimates for that customer for the year to date.
• Desktop only - Complete related tasks from the list of Actions such as view or amend an estimate.
• Sort and filter the lists of customers to see information such as the customers with profits above a certain value.
• Search for a specific customer or estimate. For example, use the toolbar filter to find an estimate by estimate number or a customer by name or account number.
• Print the details of the customers or estimates that you are interested in.
• Export the details of the customers or estimates that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > Sales Person View.

Use this to see information about your profit by salesperson. The year to date profit for each salesperson is shown in a list and as a chart.

You can:

• Highlight a salesperson from the list and see all the estimates for that sales person for the year to date .
• Desktop only - Complete related tasks from the list of Actions for each list of estimates such as amend or cancel an estimate.
• Sort and filter the lists of salespeople or estimates to see information such as estimates by number or customer.
• Search for a specific estimate or salesperson. For example, you can use the toolbar filter to find an estimate by estimate number.
• Print the details of the estimates or salespeople that you are interested in.
• Export the details of the estimates or salespeople that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > Item View.

Use this to see information about the profitability of your stock items. Your top five most and least profitable stock items are displayed on a chart. The year to date profit of all you stock items is displayed in a list.

You can:

• Highlight a stock item from the list and see all the estimates for that item for the year to date.
• Desktop only - Complete related tasks from the list of Actions for each list, such as amend or cancel an estimate, or view details about the stock item.
• Sort and filter the lists of estimates or stock items to see information such as estimates by customer.
• Search for a specific estimate or stock item. For example, you can use the toolbar filter to find an stock item stock code or name.
• Print the details of the estimates or stock items that you are interested in.
• Export the details of the estimates or stock items that you are interested in to an excel spreadsheet.

Open: Estimating > Enquiries > In Production.

Use this to see information about your estimates in production.

You can:

• Highlight an estimate from the list and see the stage details for that estimate as well as the estimate details, customer details, analysis information, quantity breaks and drawings lists.
• Highlight a stage and its details, totals, materials list, non-stock items, operations and other expenses.
• Desktop only - Complete related tasks from the list of Actions , such as amend or cancel an estimate.
• Sort and filter the lists of estimates to see information such as estimates by customer or by status.
• Search for a specific estimate or stage. For example, you can use the toolbar filter to find an stock item stock code or name.
• Print the details of the estimates or stock items that you are interested in.
• Export the details of the estimates or stock items that you are interested in to an excel spreadsheet.