Manage Estimating Crews

To view and edit crew details: 

  1. Click the Cost DB icon on the left menu.
  2. Click the record count number shown to the right of Crews. This will refresh the page and show the Crew listing.
  3. Optional: Enter some text to filter the Crew listing.
  4. Click on the Crew Code to view details.
  5. To make changes, click Edit.
  6. Edit the fields as needed.
  7. Click the Save or Save and Close button.

Edit Labor Item Resources

  1. Click the Edit List button next to the Labor Item Resources heading.
  2. Edit the Labor Items Quantity as needed.
  3. Click the Save button.

Add a Labor Item Component

  1. Click the Import button shown to the far right of the Labor Item Resources heading.
  2. Optional: Enter text in the Search field to filter. This will search both Code and Description fields.
  3. Enter the quantity for each Labor Item that will be part of the Crew. This will automatically update the checkbox on the far left.
  4. Click the Save or Save and Close button at the bottom.

Edit Equipment Item Resources

  1. Click the Edit button next to the Equipment Item Resources heading.
  2. Edit the Equipment Items Quantity as needed.
  3. Click the Save button.

Add Equipment Item Components

  1. Click the Import button shown to the far right of the Equipment Item Resources heading.
  2. Optional: Enter text in the Search field to filter. This will search both Code and Description fields.
  3. Enter the quanity for each Equipment Item that will be part of the Crew. This will automatically update the checkbox on the far left.
  4. Click the Save or Save and Close button at the bottom.

Add a Classification

  1. Click the Add Classificaton button shown to the far right of the Classifications heading.
  2. Select the Classification Type (ex. your master cost code system). Options can be created by admins in Settings | Feature Settings | Cost Codes.
  3. 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.
  4. Optional: Use the right arrow icon next to the code to drill down to a lower level.
  5. Click the Code to be used for classifying. Once selected, the system will automatically return to the Crew Classifications listing.
  6. Optional: Repeat previous four steps to add another classification and code.
  7. Click the Save and Close button at the bottom.