Estimate Activity (Current Cost) Report

The Estimate Activity Report (Current Cost) Report displays an estimate's associated purchasing activities and their cost and tax totals for a selected area.

To run an Estimate Activity (Current Cost) Report:

1. In the Cost Management,Issue Budgets or Issue Purchase Orders screens, click the Print icon on the screen's toolbar.

2. Select Estimate Activity (Current Cost) Report.

The Select Timberline Estimate File window appears.

3. Click the estimate file name, and click Open.

The Print Report From Estimate dialog displays all activities included in the estimate file.  

The release code, supplier, activity total, tax and estimate totals also display.

4. Select the information to appear in the report using the Include in Report checkbox. When the Include in Report checkbox is checked, that activity will be included in the report.

The costs and totals are calculated/looked up as the estimate is read in based on the default area and job information available from the estimate. Costs are recalculated each time the user selects based on any changes made since the last save function.

Sort and Move Columns

The report grid can be sorted by one or more columns.

To move and sort the columns:

1. To move a column header to a new location, left-mouse click the column header and drag it to the new location. The user will see a ghost image of the column header with two green arrows pointing to its new location while it is moving.

2. To sort the column, click the column header once, and the column sorts in ascending order.

3. Click the header once again to sort in descending order.

Fields in the Print Report from Estimate Dialog

• Estimate - The Estimate field is read-only, and displays the file name of the selected estimate.

• Job Number from Estimate - The Job Number from Estimate field is read-only, and the job number associated with the estimate will display if available in the estimate.

• Area for Estimate Costs - The value in this field defaults to the available area in the estimate file. The source of the area displays above the field, either from Job, Estimate, Default, or Selected.

• Effective Date for Costs - The value in this field defaults to the current date.

To select another area:

1. Click on the drop-down menu to select another area.

The new area will display above the field, and the Information dialog appears, notifying the user that suppliers have been reset to the new area's defaults.

2. Click OK to close the dialog.

To select an effective date:

1. Click the drop-down arrow to display the calendar.

2. Select the date in the calendar. The costs will be calculated in the report based on the effective date.

Estimate Report Menu

To include activities:

1. Use the left-mouse click + <Shift> key combination to select consecutive activities to include in the report.

2. • Or, use the left-mouse click + <Ctrl> key to select non-consecutive activities to include in the report.

2. Select Estimate Report > Include.

3. • Or, to include all activities, select Include All.

The selected activities appear with checkmarks and are included in the report.

To exclude activities:

1. Use the left-mouse click + <Shift> key combination to select consecutive activities to exclude from the report.

2. • Or, use the left-mouse click + <Ctrl> key to select non-consecutive activities to exclude from the report.

2. Select Estimate Report > Exclude.

3. • Or, to exclude all activities, select Exclude All.

3. Leave the associated checkboxes blank to exclude the activities from the report.

Reset Suppliers

The supplier that displays for each activity will be based on the default area in the estimate. If the activity already exists in the WMS job record, the supplier currently assigned to the activity and job will display.

To reset selected suppliers:

1. Click the Supplier field for the activity, and click the drop-down menu.

2. Select the supplier from the drop down list.

3. The following screen will display if additional activities are assigned to the initial supplier.

4. • Click OK to assign the selected supplier to all of the related activities.

4. Use the left-mouse click + <Shift> key to select consecutive activities to reset to the default supplier in the selected area.

5. • Or, use the left-mouse click + <Ctrl> key to select non-consecutive activities to select non-consecutive activities to reset to the default supplier in the selected area.

5. Select Estimate Report > Include. The selected activities will be checkmarked.

6. Select Estimate Report > Reset Suppliers on Selected Activities.

To reset all suppliers:

1. Select Estimate Report > Include All. All activities available in the selected estimate file will be checkmarked.

2. Select Estimate Report > Reset Suppliers on All Activities.

To save selections:

1. Select Estimate Report > Save to recalculate the report and save the settings.

2. • Any excluded activities are deleted from the estimate.

2. Select Estimate Report > Cancel to restore the estimate back to the settings after the last save.

To print the report:

1. Select Print in the Cost Management toolbar.

2. Select one of the report configurations:

• • Detail Report (Sorted by Activity)

  • Summary Report (Sorted by Activity)

  • Detail Report (Sorted by Option)

  • Summary Report (Sorted by Option)

  • Custom Estimate Report

The report appears in the preview window (in this example, Detail Report - Sorted by Activity), and the Print Report From Estimate window will close. The Custom Estimate Report runs against a selected estimate and does not have to be an estimate attached to a job in WMS.

It is necessary to select and load the estimate file again by accessing Print > Estimate Activity (Current Cost) Report to reprint the report with different parameters (suppliers, cost date etc).

Related Topics:

Import Costs Report

Supplier Cost Comparison Report

Estimate Activity (Current Cost) Report

Viewing Reports in the Print Preview Window

Print Proof Report in Issue Purchase Orders