Using Estimates

In this article

• Detailed Summary Tab
• Line Items Tab
• Schedule of Values Tab
• Markups Tab

We’ll be reviewing the basic functionality of the Estimates tab in Ediphi. You can always navigate to the Estimates tab from the Project Overview page. If you already have an Estimate open, your tab selections will be listed on the left navigation panel. Once in there, you’ll notice the following tabs: Detailed Summary, Line Items, Schedule of Values, and Markups.

Detailed Summary Tab

If we go to the Detailed Summary tab, you’ll see that things are broken out to another level of granularity. A lot of the time, you can use this page in a similar way as you might use the Line Items page.

You can edit anything in this tab the same way you would in the Line Items page. You can change Quantities, Units of Measurement, Price, Use Group, Name, etc. You can always change the grouping by clicking on the Grouping tabs on the top right of the screen (here you can also add a Subgroup), and selecting the group you’d like to view the data with. This allows you to break things up and view things in a different way.

There are many actions you can accomplish in this tab, including, having the ability to right click line items for more context, collapse all groupings, expand all groupings, have up to 4 groupings selected at one time, use the Formula Editor on line items, view Assemblies, use Keyboard Shortcuts, drag cells up/down to copy data from line item to another, hiding subtotals, and hiding Use Group Quantities.

Please see our Ediphi Estimates Views article to learn more about what is new with each of the Estimates views.

Line Items Tab

The Line Items tab allows you to see all of your line items that have been added into your estimate. In this view you can Filter for specific items, as well as, hide and show Columns on the right side of the screen.

There are many actions you can accomplish in this tab, including, having the ability to right click line items for more context, using the Formula Editor on line items, viewing Assemblies, using Keyboard Shortcuts, dragging cells up/down to copy data from one line item to another, and filtering & searching line items.

Please see our Ediphi Estimates Views article to learn more about what is new with each of the Estimates views.

In the image below, I am filtering for all "Finish" items via the Source filter.

Schedule of Values Tab

The Schedule of Values tab allows you to see all of your line items broken out by Group (Use Groups, Alternate, System, MasterFormat, and UniFormat). You can always change the group by clicking on the Grouping tab on the top right of the screen, and selecting the group you’d like to view the data with.

In the Schedule of Values tab, you can see things like the Total Cost of each line item as well as their Cost per Gross Square Foot, and we can see that these costs relate to the project specific Use Groups. If you have multiple Use Groups in your project, it will break those out in adjacent columns. Each Use Group will show the Cost per Gross Square Foot as well as the Cost Per Unit.

You can also view some high-level information about the building's Gross Area and Unit Counts, and at the bottom we can see our cost totaled for our Trades (Total Cost), or Markups (Markups Total), and the Trades and Markups combined for the Grand Total.

Please see our Ediphi Estimates Views article to learn more about what is new with each of the Estimates views.

You can always download your schedule of values by clicking on Export, which will give you the option to choose from .csv, .json, or from our Report Builder options: Export as PDF, Excel, or Variance Report.

Markups Tab

In the Markups tab, we can see how our markups are calculated. These are eventually totaled down at the bottom, but this is where you can create the calculations that gives you these markups. You can add a markup by clicking on the + next to Add Markup.

A markup will be added to the bottom of the list, which you can then edit as needed by adding a markup percentage, a description of the markup, and the total cost will be automatically calculated by a dynamic formula using the values of the Cost of Trades + All Above Markups (but you can always edit this formula by clicking on the blue potion icon).

There are many actions you can accomplish in this tab, including, using the Formula Editor on line items, view Assemblies, use Keyboard Shortcuts, and drag cells up/down to copy data from line item to another.

Please see our Ediphi Estimates Views article to learn more about what is new with each of the Estimates views.

If you right click on a specific markup, the platform will give you the following options:

• Move Up (moves the markup up on the list)
• Move Down (moves the markup down on the list)
• Add Markup Above (adds a new markup above this markup)
• Add Markup Below (adds a new markup below this markup)
• Duplicate (create a duplicate of this markup)
• Edit Formula (edits the dynamic formula of the markup)
• Delete (delete the markup)

If you have any questions, feel free to contact our support team and we'll be happy to help!