Add an Estimating Crew

  1. Click the Cost DB icon on the left menu.
  2. Navigate to the Crews row in the Cost Database Stats section.
  3. Click the Actions button on the far right.
  4. Click Add Manually option from the drop-down menu.
  5. Enter the Crew Code (alpha-numeric) and Description.
  6. Enter the Average Daily Output Quantity and Units. The quantity represents the typical number of units that can be installed in a normal shift (ex. 8 hours). If this information is unknown, enter 1 and EA for quantity and units respectively.
  7. Click the Add and Next button at the bottom.

Add Labor Item Components

If Labor Items will not be added to the Crew, please click the Skip button at the bottom of the form.

  1. Optional: Enter text in the Search field to filter. This will search both Code and Description fields.
  2. Enter the quanity for each Labor Item that will be part of the Crew. This will automatically update the checkbox on the far left.
  3. Click the Add and Next button at the bottom.

Add Equipment Item Components

If Equipment Items will not be added to the Crew, please click the Skip button at the bottom of the form.

  1. Optional: Enter text in the Search field to filter. This will search both Code and Description fields.
  2. Enter the quanity for each Equipment Item that will be part of the Crew. This will automatically update the checkbox on the far left.
  3. Click the Add and Next button at the bottom.

Classify the Crew

Classifying Crews such as by cost code can be beneficial if there are many records. Otherwise, filtering the listing can easily be done via text search.

  1. Select the Classification Type (ex. your master cost code system). Options can be created by admins in Settings | Feature Settings | Cost Codes.
  2. Click the lookup icon (magnifying glass) shown to the right. This will open a popup form showing the codes which can be up to four tiers deep.
  3. Optional: Use the right arrow icon next to the code to drill down to a lower level.
  4. Click the Code to be used for classifying. Once selected, the system will automatically return to the Crew Classifications listing.
  5. Optional: Repeat previous four steps to add another classification and code.
  6. Click the Finish button at the bottom.