Cost Estimates - Subcontractors

The ARRT Cost Estimation tool has a number of forms and reports that will help you estimate Subcontractors costs for your Project.



Subcontractors Summary By Task


The Subcontractors Summary by Task page is the hub for adding cost estimates for Subcontractors.

Functionality on this page includes:

  • Cost Type Sub-Header - this sub-header shows each of the Cost Types for which you can estimate costs. The amount below the header is the total estimated cost for the Cost Type for that selected Contract Year. You can move among the Cost Types by clicking on the appropriate tab in the sub-header.
  • Estimation Type - toggle to see the Minimum, Most Likely, Maximum, and Risk Adjusted estimation totals in the list of Requirements.
  • Contract Year - use the dropdown box to select a specific Contract Year to view and/or estimate.
  • "Profit is [not] being calculated for Subcontractors" link - shows the user whether Profit is being calculated for this Cost Type. This can be changed by clicking on the link to open the Factor Loading Editor.
  • "Review by Category" button - navigates to a report that lists each Subcontractors Category and the Requirements that have that Category assigned to them. For more information on this topic, scroll to this section further down this page.
  • "Manage Categories" button - navigates to a list of all of the Subcontractors Categories in the Project. For more information on this topic, scroll to this section further down this page.
  • "Add New Subcontractors Category" button - opens the Subcontractors Category Editor where you can create new Categories for use in the Project. For more information on this topic, scroll to this section further down this page.
  • "Category Summary" button - navigates to a summary of each Subcontractors Category in the Project. For more information on this topic, scroll to this section further down this page.
  • Grow/Shrink Font buttons - changes the font in the Requirements list for customized viewing.

On this page you will see the list of PWS and WBS Requirements for the Project. Select a Requirement in the list in order to estimate costs for it.

  • "Detailed Cost Entry" button - navigates to a form with information specific to the Requirement you have selected. For more information on this topic, scroll to this section further down this page.
  • "Quick Cost Entry" button - navigates to a form with a spreadsheet view where you can enter estimates specific to the Requirement you have selected. For more information on this topic, scroll to this section further down this page.





Subcontractors Summary by Category


This report displays a summary of the Subcontractors Categories you created and displays the Requirements to which Categories have been assigned estimates.

  • Cost Type Sub-Header - this sub-header shows each of the Cost Types for which you can estimate costs. The amount below the header is the total estimated cost for the Cost Type for the selected Contract Year. You can move among the Cost Types by clicking on the appropriate tab in the sub-header.
  • Estimation Type - toggle to see the Minimum, Most Likely, Maximum, and Risk Adjusted estimation totals in the list of Requirements.
  • Contract Year - click the blue Contract Year link to open a dialog where you can select a specific Contract Year to view.
  • "Back" button - navigates back to the Subcontractors Summary by Task page.
  • Category and Estimation Type Cost column headers - click on a column header to sort the column. The currently sorted column's header is underlined.
  • Category link - click on a Category to launch the Subcontractors Category Editor where you can view and/or edit the Category's details.
  • Requirement link - click on a Requirement to launch the Subcontractors Editor where you can view and/or edit the Requirement's cost summary details.
  • Requirement "X" button - deletes the cost associated to a Requirement from the Project. Please note: this action cannot be undone.




Category Manager


This page displays a list of all of the Subcontractors Categories you created for the Project. You can create new Categories as well as view, edit, or delete existing Categories.

  • Cost Type Sub-Header - this sub-header shows each of the Cost Types for which you can create and manage Categories. You can move among the Cost Types by clicking on the appropriate tab in the sub-header.
  • "Add From Rate Table" button - opens a dialog where you can add Categories from a Rate Table you created in the Tool Settings. For more information on this topic, go to the Tool Settings page in the Help Guide.
  • "Add" button - launches the Subcontractors Category Editor where you can create a new Category in the current Project.
  • "Edit" button - launches the Subcontractors Category Editor for the selected Category where you can make edits to the Category for use in the current Project.
  • "Copy" button - make an exact copy of the selected Category. You will need to edit the name of the newly created Category before you can use it in the current Project.
  • "Delete" button - deletes the selected Category from the Project. Please note: this action cannot be undone.
  • "Quick Entry" button - navigates to the Quick Category Entry page for Subcontractors. See the section below for more information on this topic.
  • Grow/Shrink Font buttons - changes the font in the Categories list for customized viewing.




Subcontractors Quick Category Entry



The Quick Category Entry page is where you can use a data entry form similar to a spreadsheet to create and edit Categories for the Cost Type.

Functionality on this page includes:

  • Cost Type Sub-Header - this sub-header shows each of the Cost Types for which you can create Categories. You can move among the Cost Types by clicking on the appropriate tab in the sub-header.

To enter data on this form, use the following features:

  • Category - type in a Direct Labor Category.
  • Cost fields - enter the Minimum, Most Likely, and Maximum Cost for the Category.
  • DELETE - click the Delete field to delete the Subcontractors Category. Please note: this action cannot be undone.



Subcontractors Category Editor


This dialog assists you in the creation of Subcontractors Categories for the Project.

  • Category - enter a name for the Category. Please note: Categories in the Project cannot share the same name.
  • Cost - enter the Minimum, Most Likely, and Maximum monthly cost of the Subcontractors Category.
  • Notes - use this optional field to record data sources, assumptions, or other relevant data.
  • "Save and Close" button - saves the data and navigates back to the previous page.
  • "Cancel" button - discards any changes that were made and navigates back to the previous page.




Subcontractors Category Summary

The Category Summary lists the Subcontractors Categories in the Project. This page provides you a comparative view of each of the Categories.

  • Cost Type Sub-Header - this sub-header shows each of the Cost Types for which you can view Categories. You can move among the Cost Types by clicking on the appropriate tab in the sub-header.
  • Contract Year - use the dropdown box to select a specific Contract Year to view.
  • Category link - click on a Category to launch the Subcontractors Category Editor where you can view and/or edit the Category's details.
  • "Back" button - navigates back to the previous page.




Subcontractors
Detailed Cost Entry

The Detailed Cost Entry page is where you can manage the Categories and cost estimates for a Requirement.

On this page you will see the list of Subcontractors Categories and the corresponding cost estimates for the Requirement. The Standards and Acceptable Quality Levels (AQL) for the Requirement are listed on the right.

  • Category link - click on a Category to launch the Subcontractors Category Editor where you can view and/or edit the Category's details.
  • Cost Estimate link - click on a Category's estimated cost to launch the Subcontractors Editor where you can view and/or edit the estimate's details.

Functionality on this page includes:

  • Cost Type Header - this header shows each of the Cost Types for which you can estimate costs. The amount below the header is the total estimated cost for the Cost Type for that selected Contract Year. You can move among the Cost Types by clicking on the appropriate button in the header.
  • Estimation Type - toggle to see the Minimum, Most Likely, Maximum, and Risk Adjusted estimation totals.
  • "Manage Categories" button - navigates to a list of all of the Direct Labor Categories in the Project.
  • Contract Year - use the dropdown box to select a specific Contract Year to view and/or estimate.
  • "Add New Subcontractors" button - opens the Subcontractors Editor where you can create new cost estimates.
  • Complete checkbox - mark the Requirement as "complete" when you have finished assigning cost estimates to it. Please note: Requirements cannot be marked complete with blank cost estimates.
  • "Previous Requirement" button - navigates to the Detailed Cost Entry page for the previous task in the WBS list
  • "Next Requirement" button - navigates to the Detailed Cost Entry page for the next task in the WBS list.




Subcontractors
Cost Editor

This dialog assists you in the creation of cost estimates for the Subcontractors Categories in the Project.

  • Category - select an existing Subcontractors Category or create a new Category.
    • "Add" or "Edit" button - launches the Subcontractors Editor so you can create a new Category or edit an existing.
  • Quantity - enter the Minimum, Most Likely, and Maximum quantity of the Subcontractors Category.
  • Estimating Techniques - select an Estimating Technique that best justifies the data you entered.
  • Notes - use this optional field to record data sources, assumptions, or other relevant data.
  • Data for other Contract Years in the Project - displays the Quantity for other Contract Years in the Project. You can click the "Use" button to re-use this data for the currently selected Contract Year.
  • "Save and New" button - saves the data and clears the fields so you can create a new Subcontractors cost estimate.
  • "Save and Close" button - saves the data and navigates back to the previous page.
  • "Cancel" button - discards any changes that were made and navigates back to the previous page.




Subcontractors
Quick Cost Entry


The Quick Cost Entry page is where you can use a data entry form similar to a spreadsheet to assign Categories and cost estimates to a Requirement.

Functionality on this page includes:

  • Cost Type Sub-Header - this sub-header shows each of the Cost Types for which you can estimate costs. The amount below the header is the total estimated cost for the Cost Type for that selected Contract Year. You can move among the Cost Types by clicking on the appropriate tab in the sub-header.
  • Estimation Type - toggle to see the Minimum, Most Likely, Maximum, and Risk Adjusted estimation totals in the list of Requirements.
  • Contract Year - use the dropdown box to select a specific Contract Year to view and/or estimate.
  • Complete checkbox - mark the Requirement as "complete" when you have finished assigning cost estimates to it. Please note: Requirements cannot be marked complete with blank cost estimates.
  • "Previous Requirement" button - navigates to the Quick Cost Entry page for the previous task in the WBS list
  • "Next Requirement" button - navigates to the Quick Cost Entry page for the next task in the WBS list.

To enter data on this form, use the following features:

  • Category - select a Subcontractors Category from the dropdown list.
    • To create a new Category, type the name in the Category column. The tool will confirm that you want to create a new Category and will launch the Subcontractors Category Editor.
  • Hours fields - enter the Minimum, Most Likely, and Maximum estimated number of hours for the Category.
  • Estimating Technique - select an Estimating Technique from the dropdown list.
  • DELETE - click the Delete field to remove the Subcontractors Category from the Requirement. Please note: this action cannot be undone.




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