Estimate Cover Page

These settings determine if information will import from the estimate cover page into WMS.

Understanding the Estimate Cover Page

Use Estimate Cover Page Information

Checked: Information contained in the Sage Timberline® Office Estimating estimate cover page will import into Purchasing at the time the estimate is imported.

Not Checked: None of the information contained in the estimate cover page will import into Purchasing.

Estimate Job Classification Field Number Containing Area Number

Note

This setting is only available if the Use Estimate Cover Page Information option is selected.

There are 16 user-definable fields located on the Estimate Information screen on the Job Classification tab in Sage Timberline Office Estimating. The original names of the fields are Definable Field 01 through Definable Field 16. One of the user-definable fields is generally designated in the estimate to identify the area/community number.

To import the area/community number into WMS, enter the number (1 through 16) of the Definable Field ## that the client has designated for the area/community number. Upon importing the estimate into Purchasing, the value entered into the designated area/community field on the estimate cover page will also import. The budgets and purchase orders issued in Purchasing will use the suppliers and costs associated with the imported community number.

Note

The names of the definable fields in Sage Timberline Office Estimating can be edited to reflect the defined use of each field, such as Area or Community. However, to interface with Purchasing, the number originally related to the field's name is the reference that must be used.

Push Project field through to Job Type in Timberline Job Cost.

The Project field is located on the Estimate Information screen on the Job Classification tab in each Sage Timberline Office estimate. If the Use Estimate Cover Page Information option is turned on, the Project field is imported into the Project field of the WMS job record.

- Checked: The value in the Project field in the estimate will be sent to Sage Timberline Office Job Cost and will populate the Job Type field. This information will be sent to Job Cost when the Update All Timberline Job Cost Files process is run.
- Not Checked: The value in the Project field in the estimate will not be sent to Sage Timberline Office Job Cost.

To configure the way estimate cover page information is read:

From the Integration menu select > Estimating > Estimating Integration Settings.
- Or, select the Estimating Integration Settings icon from the Timberline Estimating Integration toolbar.
- By default, the Estimating Configuration tab opens.
To add a new Sage Timberline Office Estimating database, click theAdd button below the list of Estimating databases.

Click the Estimate Cover Page tab.
Select whether to enable Use Estimate Cover Page Information.

If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.

If using cover page information, click the up/down arrows to select the correct field number (1 through 16) corresponding to the area/community field in the Sage Timberline® Office estimate.
Select whether to enable the option to Push Project field through to Job Type in Timberline Job Cost.

If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.