Cassell Consulting
PO Box 821590
Vancouver, WA 98682

Phone 360.891.5811
Fax     866.457.8026

barry@cassellconsulting.com
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Reprice Estimate Crews from Database PDF Print E-mail
Written by Barry Cassell   
Wednesday, 30 July 2008 02:34

Reprice Crews (Labor, Equipment, or both), after changes to the Rate Tables in the Database
Use Re-price Crews, as follows:
1. FIRST - MAKE A COPY OF THE ESTIMATE- IT IS POSSIBLE THAT SOME
UNFORESSEN CHANGES COULD OCCUR, AND A BACKUP OF THE ORIGINAL IS
THE SAFEST WAY TO GET BACK TO WHERE YOU WERE, IF NECESSARY !!!!
2. (In the new copied estimate), From the Pricing menu, select Reprice Crews.
3. Select the check box Labor, Equipment, (or both).
4. In the Rate Tables section, select: Update estimate rate tables from database and reprice.
5. In the Crews section, select Update estimate crews from database and reprice
(These steps will copy the new Rate Tables into the Estimate. (All subsequent items will be priced
according to the new database rates you have just loaded)
6. Click [OK] twice to save your changes.
7. In Export Report File window, select a location to save the export report file. (NOTE- if “Preview”,
rather than “Report” or “None” is selected, the estimate WILL NOT be repriced- the preview will
show what WILL happen if you proceed)
8. In the File name box, type a name, and then click [Save].
9. Click [OK] after the reprice is done. You will see a blue progress bar and the confirmation
message, “Estimate Reprice Complete”, if done successfully. (If not, see #7 above)


 

Last Updated on Sunday, 05 October 2008 14:34