About the tabs in 9-5 Takeoffs

Note: This functionality is available only if you have the Estimating Module.

There are five tabs in the 9-5 Takeoffs window:

• Project Values
• Takeoff Details
• Recaps
• Insurance, Tax and Bonding
• Bid Summary

Each tab provides tools for working with and viewing different aspects of the project’s estimates.

Project Values tab:

The 9-5 Takeoffs window opens with the Project Values tab in view. You use the Project Values tab to declare the value for project variables, which Sage 100 Contractor then uses throughout the entire takeoff. For example, you might use certain measurements, such as a building’s total square footage or exterior perimeter, in formulas throughout a takeoff.

Takeoff Details tab:

Use the Takeoff Details tab to set up bid items and phases, followed by enter parts and assemblies into the grid. The columns define the parts and assemblies with Part#, Description, Unit, Quantity, Cost, and more.

Recaps tab:

Use the buttons at the bottom of the window to break down your takeoff by Bid Items, Phases, Assemblies, Cost Codes, Cost Types, Tasks, Vendors, and Cost Code by Bid Item.

Insurance, Tax and Bonding tab:

Use this tab to calculate and include costs related to liability, use tax, and bonding.

Bid Summary tab:

Use this tab to adjust the bid summary to your business requirements.

• Takeoff Summary shows the calculated totals for the estimate.
• Apply Margin Override provides a way for you to apply a gross margin override of a specified percentage.
• Apply Markup to Ext Price applies the markup to the extended price.
• This proceeding amount is calculated into the following Calculated Bid Totals line.
• The Bid Amount can further be adjusted up or down and locked to meet business requirements.

Notes:

• Apply Margin Override and Apply Markup to Ext Price are mutually exclusive. You can use one or the other, but not both.
• You can set the default properties in many of the text boxes, check boxes, and grid cells to provide security control.
• The insurance, sales tax, and bonding amounts are not reflected in the takeoff totals, grid, or any recaps. These amounts are displayed individually on the Bid Summary tab.