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Feature |
Function |
1 Customer Name |
Displays the name of the customer for whom the loaded project estimate was created. |
2 Project Title |
Displays the title of the loaded project. This may be edited directly in this field. |
3 Project Description |
Displays the description of the loaded project. This may be edited directly in this field. |
4 Part List |
Lists by category all of the parts contained in the part library. When a part is selected from this list its data appears in the Part Entry Data Preview region below. Parts may be displayed in either the Flat or Tree format. |
5 Icon for access to Template View |
Click this icon to access the Project Manager, Template View. Instructions on how to use this are provided in the next chapter. |
6 Part Entry Data Preview |
This displays the data of the part selected within the Part List. The part quantity is entered here and a summary of the calculated part costs is displayed. The Add Part button then adds the part information into the main window. |
7 Main Window |
This displays the part content of the project - the basis for how an estimate is generated. Data is summarized in one of two ways: Details Mode or Summary Mode. |
8 Refresh Prices Button |
A project's pricing information is not sensitive to changes made in the Part Editor or with the Part Import Wizard. Therefore when prices are updated the estimates for existing projects do not reflect these changes. Click Refresh Prices to update the project to the current price settings. |
9 Alternate/Component List |
This list contains all of the alternates or components that have been created for the project. |