Students will learn how to create an estimate from scratch during this course. Course objectives include:
Topics covered:
- How to create a new estimate
- Building and using project trees
- Creating and assigning labor, equipment, and material resources
- Importing costs using RSMeans libraries and legacy estimates
- Applying markups and taxes to a project
- Utilizing contractors in an estimate
- And More
Prerequisites for taking the Introductory Course are:
- Working knowledge of Microsoft Windows
- Working knowledge of Microsoft applications
- Basic computer knowledge
- Basic cost estimating knowledge as it applies to Success Estimator
Success Estimator Introductory Training requires a working knowledge of Windows 95/98 or Windows NT/2000/XP (or later).
Success Estimator Basic Training - Day One
Morning Session:
- Success Estimator Demonstration
- Getting Acquainted with Success Estimator
- The Success Estimator Desktop
- The Task Pane
- Creating New Projects
- Saving Projects
- Entering Estimate Properties
- Project Trees
- Building Project Trees
- Project Tree Hierarchy
- Working within Tree Levels
- Tree Display
- Detail Item Assignments
- Detail Item Assignment Fields
- Creating DIA
- Adding Notes to DIA
- Direct Costs
- Class Exercise
Afternoon Session:
- Labor and Equipment Resources
- Labor Fields
- Creating a Labor Resource
- Equipment Fields
- Creating an Equipment Resource
- Assigning Labor and Equipment Resources to a DIA
- Entering Labor Hours
- Material Resources
- Material Fields
- Creating a Material Resource
- Class Exercise
- Cost Libraries and Other Estimates
- The Libraries Panel
- Transfer Information Between Estimates
- Class Exercise
- Concept Recap
Success Estimator Basic Training - Day Two
Morning Session:
- Summary Review
- Contractors
- Contractor Fields
- Creating Contractors
- Markups to Contractors
- Assigning Contractors
- Total Costs
- Class Exercise
- Level Markups and Taxes
- Totaling the Project
- Applying Markups and Taxes
- Class Exercise
Afternoon Session:
- Other Features
- Indicators
- Show All
- Sorting
- Printing
- Previewing Reports
- Active Views
- Reports
- Exporting Reports
- Class Exercise
- Concept Recap
