About creating part records for items other than materials

Complete functionality is only available if you have purchased the Estimating Add-On Module.

Assembly functionality is only available if you have purchased the Estimating Add-On Module or the Service Receivables Add-On Module.

You can create part records for subcontractors, equipment, labor, general requirements, or other miscellaneous items. You can then include those items in assemblies or as individual items in the takeoffs to increase their accuracy.

• Subcontracts: For each type of subcontractor, create a part record that does not include a cost. When you add the subcontract part to the takeoff, you can then supply an estimated price based on the scope of the project, or enter the subcontractor’s bid.
• Equipment: For each piece of equipment, create a part record. Use the part’s cost recovery rate as the cost in the part record.
• Labor: For each employee position, create a part record.
• General Requirements: For each requirement such as permits or temporary facilities, create a part record. If the item has a fixed amount, you can enter the amount in part record as its cost. If the amount changes on a job to job basis, you can supply the price in the takeoff when you add the part.