Estimate Lines Utilities (tpest2201m000)

Use this session to prepare the estimate to become a workable bid, which allows you to make a more specific selection of estimate lines in your version. You can either:

  • Include or exclude the estimate from the scope, cost, and sales calculation for a range of lines.
  • Change estimate lines statuses and/or set a user defined status.
  • Add or replace structural elements in the estimate lines. With the Details button you can choose the elements you want to replace.
Note: The view you see, depends on the choice you made on the Specific menu in the Estimate Lines (tpest2100m000) session.

Field Information

Project

The project code.

Description

The description or name of the code.

Project Status

The project status

Allowed values

Free
Active
Finished
Closed
Archived
Version

The estimate version status must be Free.

Description

The description or name of the code.

Version Status

The estimate version status. The version status must be Free.

Add Structural Element

If this check box is selected, you can Add / Replace a structural element for all the selected estimate lines. With the Add option, you can update the estimate lines with a particular structural element specified on the detail form, wherever the structural element is not filled in the selected estimate lines. The Replace option helps you to update lines with a newly selected structural element. Estimate lines are overwritten with the new structural element. If the structural element is left blank in the replace mode then the estimate lines structural information will be emptied.

Note: This action can only be performed for additional structures, not for the primary structure.
Additional Structure 1

If this check box is selected, you can add Additional Structure 1 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 1.

Additional Structure 1

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Additional Structure 2

If this check box is selected, you can add Additional Structure 2 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 2.

Additional Structure 2

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Additional Structure 3

If this check box is selected, you can add Additional Structure 3 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 3.

Additional Structure 3

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Additional Structure 4

If this check box is selected, you can add Additional Structure 4 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 4.

Additional Structure 4

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Additional Structure 5

If this check box is selected, you can add Additional Structure 5 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 5.

Additional Structure 5

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Additional Structure 6

If this check box is selected, you can add Additional Structure 6 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 6.

Additional Structure 6

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Additional Structure 7

If this check box is selected, you can add Additional Structure 7 in the Estimate Lines (tpest2100m000) session or replace the additional structure specified in the session with the Additional Structure 7.

Additional Structure 7

The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

Description

The description or name of the code.

Scope

Set the field to Yes to include a structural element's line in the scope. Set the field to No to exclude the line. If you leave this field blank, nothing happens to the selected lines.

Sales

Set the field to Yes to include a structural element's line amount in the sales totals. Set the field to No to exclude the line. If you leave this field blank, nothing happens to the selected lines.

Cost Amount

Set the field to Yes to include a structural element's line amount in the cost totals. Set the field to No to exclude the line. If you leave this field blank, nothing happens to the selected lines.

Estimate Line Status

Update the status of an estimate line as per the value selected.

New 'User-Defined Status'

If this check box is selected, you can update the User-Defined Status in the Estimate Lines Utilities (tpest2201m000) session.

New 'User-Defined Status'

The User-Defined Status with which you want to update the data in the Estimate Lines Utilities (tpest2201m000) session.

Note:  Include in Scope, Include in Cost Amount, and Include in Sales are defaulted from the userdefined status according to the predefined values that were earlier saved for this user-defined status.
Description

The description or name of the code.