B2W Estimate. What s New in B2W Estimate
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- Laurence Edwards
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1 B2W Estimate What s New in B2W Estimate TECH NOTES Overview B2W Estimate introduces many highly requested features designed to bring even more power and flexibility to your fingertips, including the ability to track minority participation at the vendor level and at the trucking level. This document provides a brief overview of these and other new features found within the latest version of B2W Estimate. Minority Tracking Enhancements Minority Tracking For Vendor Materials Minority Tracking for Hired Trucking Specify What Types Of Material Cost May Attribute To Minority Goals Filter Minority Information Shown On Summary Tab New Estimate Check Wizard Check Minority Type Information Appears In Add Subcontractor Dialog Minority Type Information Appears In Add Vendor Dialog Within B2W Estimate s Resources area, each vendor may now be linked to one or more minority types. For each minority type, a percentage may be specified to indicate the portion of this vendor s assigned material cost which may be considered for meeting a minority goal. Estimate trucking components may now be associated with a subcontractor. Either the full cost or percentage of cost of these trucking components may be marked as attributable to one of your estimate s minority goals. Within B2W Estimate s Options dialog, on the Cost Components -> Materials page, there is a new setting which allows you to specify which aspects of material cost are eligible to attribute to minority goals. Within estimates which have one or more minority goals, the minority participation section which appears on the Summary Tab is now filterable to show all minority dollars, or just those associated with subcontractors, trucking, or vendors. A new estimate check wizard check has been added to alert you to instances where material minority participation is mismatched between materials with the same vendor and minority type The dialog which appears when adding subcontractors to an item, task, or RFQ group now includes a new column which lists the minority types associated with each subcontractor. The dialog which appears when adding vendors to an RFQ group now includes a new column which lists the minority types associated with each vendor.
2 Assign Minority Types And Percentages In Global Edits Option To Update Vendor Minority Information When Updating From Resources For materials which are not a part of an RFQ group, B2W Estimate s Global Edits dialog may now be used to assign minority types and minority percentages. Within B2W Estimate s Vendor Management area, when you trigger the option to get values from Resources for a particular vendor, B2W Estimate now allows you to specify whether you wish to retrieve cost information only, or also retrieve information about the vendors default minority designation as well. RFQ Management Enhancements (Professional & Enterprise Editions Only) Larger Create Groups Page Within Create New RFQ Group Wizard Drag & Drop Items/Tasks/Materials From One RFQ To Another Drag & Drop Subcontractors Or Vendors From One Group To Another Add Subcontractors To Multiple RFQ Groups At Once Clearer Indication That Unassigned Groups Are Using Plug Prices On RFQ Groups Node Clearer Indication That Unassigned Groups Are Using Plug Prices On Item Listing Tab Within the Create Subcontractor/Vendor RFQ Groups Wizard, the page which displays your estimate items/tasks/materials has greatly increased in size to allow you to see more information at once, and to minimize the amount of scrolling you need to do to see complete descriptions. Items, tasks, and materials may now be moved from one RFQ group to another via drag and drop. Subcontractors and Vendors may now be copied from one RFQ group to another via drag & drop. On the RFQ Groups node, you may now highlight multiple RFQ groups and then click the new Add Subcontractors button to add the same subcontractors to multiple RFQ groups. The same is true within Vendor Management as well. On the RFQ Groups node, unassigned groups now indicate they are assigned to the virtual (Plug) subcontractor or vendor, to more clearly indicate that plug prices are always in effect for groups not currently assigned to a specific sub or vendor. On the Item Listing tab, the Selected Sub/Vendor column now indicates (Plug) for items, tasks, and materials which belong to an RFQ group which is not currently assigned to a subcontractor or vendor. 2
3 Plug Values Now Shown In Blue Italic Font On Quote Comparison Tab Enable Up To Ten Columns On Quote Comparison Tabs Column Width Preferences Now Remembered On Quote Comparison Tab View Items and Tasks In Grouped or Non- Grouped Fashion Default Distribution Method For Customers, Subcontractors, & Vendors Check or Uncheck Multiple Boxes On Send RFQs Tab Send To Specified RFQ Groups View Material Notes Field In Vendor Management Option To Select Lowest Combination Of Prices When Group Assigned To Multiple On B2W Estimate s Quote Comparison tab within both Subcontractor and Vendor Management, all values using plug pricing are now displayed in blue italic font. On the Quote Comparison tabs within both Subcontractor and Vendor Management, you may now enable up to ten columns to allow you to view more subs and vendors side by side. Once you ve resized one or more columns on the Quote Comparison tabs within Subcontractor or Vendor Management, your preferences will be remembered, even if you close the B2W Estimate application. On a subcontractor node within B2W Estimate s Subcontractor Management area, there is a new Group By combo box which allows you to group the items and tasks in your RFQ group by Alternate, Phase, RFQ Group, or you may specify no grouping at all. When no grouping method is specified, your items and task will be sorted by item or line number, depending on your estimate options. Within B2W Estimate s Resources area, you may now specify a default distribution method for each of your subcontractors, vendors, or customers. This new setting can be found on the Detail page for any customer, subcontractor, or vendor. On B2W Estimate s Send RFQs tab, you may now use your CTRL or SHIFT keys to select multiple subcontractors or vendors, then use your right-click context menu to select a distribution method (Print/Fax/ ) for all the selected subs/vendors. There is a new option on B2W Estimate s Send RFQs tab which allows you to selectively send RFQs to a subset of your RFQ groups. Notes are now visible for each material which appears on the RFQ Group Information tab within B2W Estimate s Vendor Management area. The notes that appear within this column originate in Resources. On B2W Estimate s Quote Comparison tab within both Subcontractor and Vendor Management, when an RFQ group is assigned to multiple subs/vendors, there is a new option to automatically select the lowest combination of prices from across all your eligible subs/vendors. 3
4 Other Enhancements Customizable Estimate Status Bar Man Hours Now Visible On Estimate Detail Tab Trucking Components May Be Linked to Sibling Crew Templates In Resources And Item Databases Increased Maximum Allowed Length For Material s Associate Subcontractors and Minority Types With Estimate Trucking Components Material Vendors May Now Be Assigned In Global Edits Ability to Specify Default Contact for Customers, Subcontractors, and Vendors B2W Estimate now allows each user to select which values appear within the estimate status bar. New choices are also available, such as Total Man Hours, and Minority Information. These settings can be found within B2W Estimate s Options dialog, under the User Preferences folder. On the Estimate Detail tab, new fields showing unit and total man hours are now visible when viewing a detailed item or task. Within your detailed item and task templates, trucking components may now be linked to sibling crews ahead of time, so that you don t need to repeatedly do this after the template has been copied into an estimate. 3578: The maximum allowed length for material descriptions has been increased to 100 characters. For estimate trucking components which have been marked as hired you may now select a subcontractor, a minority type, and percentage. You may also specify the cost category to which the trucking cost will attribute. For materials which are not a part of an RFQ group, B2W Estimate s Global Edits dialog may now be used to assign vendors. Within B2W Estimate s Resources area, you may now specify a default contact for each of your subcontractors, vendors, or customers. This new setting can be found on the Detail page for any customer, subcontractor, or vendor. 4
5 More Selectable Columns On All Components View New Reports The following columns may now be enabled when viewing the All Cost Components view on B2W Estimate s Item Listing tab: Base Cost Fuel Type Manufacturer Part # Production Method Production Rate Task Job Cost ID Task Job Cost ID Tax % Vendor Crew Production Rate Crew Production Method Selected Vendor Selected Subcontractor Minority Type Minority Participation Percent Job Cost ID Job Cost ID Number of Trucks Number of Trucks Override Round Trip Time Round Trip Time Unit of Measure Truck Capacity Truck Cost Per hour The following new standard reports have been added: B2W Estimate Organization Resource report Cost Detail with Pricing By Phase (Landscape) 5
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