Est Tool Tab: Difference between revisions

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[[File:EstToolTab Ribbon Pic.png|frame|center|EstToolTab Ribbon]]
[[File:EstToolTabRibbon1.3.0.22.png|center|EstToolTab Ribbon|link=|alt=|thumb|840x840px]]


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[[File:EstToolTab Ribbon Pic.png|frame|center|EstToolTab Ribbon]]
 
== Insert / Convert ==
== Insert / Convert ==
 
[[File:InsertConvertRibbon.png|frame|right]]
=== [[Insert Cost Line]] ===
=== [[Insert Cost Line]] ===
Inserts an Empty CostLine below the Line in which the user has currently selected
Inserts an Empty CostLine below the Line in which the user has currently selected
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Inserts 3 Empty Comments below the Line in which the user has currently selected
Inserts 3 Empty Comments below the Line in which the user has currently selected


=== [[Insert Staff]] ===
===[[Insert Space Line]]===
Inserts an Empty Staff Line below the Line in which the user has currently selected
 
=== [[Insert Space Line]] ===
Inserts an Empty Space below the Line in which the user has currently selected
Inserts an Empty Space below the Line in which the user has currently selected


=== [[Insert Header]] ===
===[[Insert Header]]===
Inserts an Header Line below the Line in which the user has currently selected
Inserts an Header Line below the Line in which the user has currently selected


=== [[Insert SubDivision]] ===
===[[Insert SubDivision]]===
Inserts an SubDivision Line below the Line in which the user has currently selected
Inserts an SubDivision Line below the Line in which the user has currently selected
=== [[Insert Staff]] ===
Inserts an Empty Staff Line below the Line in which the user has currently selected
=== [[Convert CD to CL]] ===
Bump up the Cost Detail line to a Cost Line.
=== [[User Defined Variables]] ===
User can define variables to be used in estimate book.


=== Convert To Comment ===
=== Convert To Comment ===
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==== [[Convert CL To ST]] ====
==== [[Convert CL To ST]] ====
If a CostLine has no CostDetails related to it, this will convert all CostLines within the rage to ST
If a CostLine has no CostDetails related to it, this will convert all CostLines within the rage to ST
===[[Clear Cost Detail Line]]===
You can use this button to clear up all content on the Cost Detail and keep the cost code and description.
=== [[Add OH Line (Button Group)|Add OH (Over Head or Overhead) Line (Button Group)]] ===
This button along with all buttons underneath is used for adding Overhead lines. note that [[Add LBR Premium]] and [[Add Tool Allowance]] will be phased out due to the addition of this feature.
'''<big>[[Add Tool Allowance]]</big>'''
Adds Tool Allowance OH Line
'''<big>[[Add LBR Premium]]</big>'''
Adds LBR Premium OH Line
______________________________________________


=== [[Comments]] ===
=== [[Comments]] ===
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=== [[CM Rate]] ===
=== [[CM Rate]] ===
Swaps the Class Rates between CM & LS
Swaps the Class Rates between CM & LS
=== [[SPL Comments]] ===
Toggles on and off SPL Comments
=== [[Subtrade Description]] ===
Hides and Shows the Subtrade Description Column


=== [[Plug]] ===
=== [[Plug]] ===
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Pop-Up Window that allows the user to change the current Rates being used in the current workbook
Pop-Up Window that allows the user to change the current Rates being used in the current workbook


** Link to How to Use Rate Table **
See [[Rate Table Guide]] for more information on usage


== Financials ==
== Financials ==
=== [[Tender Eval]] ===
Displays a Pop-Up window in which you can change the Tender Eval info


=== [[Project Info]] ===
=== [[Project Info]] ===
Displays a Pop-Up window in which you can change the Project Info
Displays a Pop-Up window in which you can change the Project Info
See [[Project Info Guide]] for more information on usage


=== [[Calculate Recoverable]] ===
=== [[Calculate Recoverable]] ===
Sheet Selector Pop-Up Appears and the User Selects Pages to be recoverabled upon.  
Sheet Selector Pop-Up Appears and the User Selects Pages to be recoverabled upon.  
Creates a Recoverable Sheet based on the pages selected
Creates a Recoverable Sheet based on the pages selected
=== [[% Fee]] ===
Swaps Fee Calculation between percent and a static numerical value


=== [[Project Total]] ===
=== [[Project Total]] ===
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=== [[Project Total|Insurance]] ===
=== [[Project Total|Insurance]] ===
Dynamic Sum of the Insurance Costs
Dynamic Sum of the Insurance Costs
== Bid Close ==
=== [[Tag Line]] ===
Tag's a line so that it can be used in the BidClose Form
=== [[Un-Tag Line]] ===
Un-Tag's a line and removes it from the BidClose Form
==== [[Un-Tag All]] ====
Un-Tag's every single line in the Workbook
=== [[Bid Close Form]] ===
Displays a Pop-up window inwhich the user can change tagged lines without being on the worksheet


== Copy / Paste ==
== Copy / Paste ==
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=== [[Copy Div]] ===
=== [[Copy Div]] ===
Creates a Copy of the Current Div based on the Name given by the User
Creates a Copy of the Current Div based on the Name given by the User
== Breakdown ==
=== [[Enable B.D.]] ===
Hides and Unhides the Breakdown (Alpha Label) Column on Div's
=== [[Make B.D.]] ===
Creates a Breakdown Sheet if One does not already exist
* Must have Enable B.D. Enabled
=== [[Add User Item]] ===
Adds a New User Added Item
* Only on Summary, Recoverable and BreakDown Pages


== Redemption ==
== Redemption ==
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* Only works on Div's
* Only works on Div's
* Once you leave a page, you can no longer Undo
* Once you leave a page, you can no longer Undo
'''<big>[[Redo]]</big>'''
Redo's the Last Action
=== [[Restore]] ===
Allow user to recover critical data from most recent cloud upload.


=== [[Rearrange Worksheets]] ===
=== [[Rearrange Worksheets]] ===
Allows User to Rearrange Worksheets via a Pop-Up Menu
Allows User to Rearrange Worksheets via a Pop-Up Menu
=== [[Reformat]] ===
Reformats the Page to its Intended State
* Only works for Div's
==== Reformat Workbook ====
Reformats the Entire Workbook


=== [[Delete Sheet]] ===
=== [[Delete Sheet]] ===
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Delete's a Line/Section from the worksheet
Delete's a Line/Section from the worksheet
* Only works on Div's
* Only works on Div's
==== [[Delete Section]] ====
Delete's an entire section from the Div


== Extras ==
== Extras ==

Latest revision as of 23:46, 5 December 2023

EstToolTab Ribbon

Insert / Convert

Inserts an Empty CostLine below the Line in which the user has currently selected

Inserts an Empty CostDetail below the Line in which the user has currently selected

Inserts 3 Empty Comments below the Line in which the user has currently selected

Inserts an Empty Space below the Line in which the user has currently selected

Inserts an Header Line below the Line in which the user has currently selected

Inserts an SubDivision Line below the Line in which the user has currently selected

Inserts an Empty Staff Line below the Line in which the user has currently selected

Bump up the Cost Detail line to a Cost Line.

User can define variables to be used in estimate book.

Convert To Comment

Converts all CostDetail Lines within the range to Comments and Re-Calculates the Page

Brings Commented out CD's back to life!

If a CostLine has no CostDetails related to it, this will convert all CostLines within the rage to ST

You can use this button to clear up all content on the Cost Detail and keep the cost code and description.

This button along with all buttons underneath is used for adding Overhead lines. note that Add LBR Premium and Add Tool Allowance will be phased out due to the addition of this feature.

Add Tool Allowance

Adds Tool Allowance OH Line

Add LBR Premium

Adds LBR Premium OH Line

______________________________________________

Hides & UnHides all Comments

  • You Can only Add Comments if Comments are Unhidden

Hides & UnHides all Lines with 0 Total Value

  • You Can only Add Lines if Zeros are Unhidden

Swaps the Class Rates between CM & LS

Toggles on and off SPL Comments

Hides and Shows the Subtrade Description Column

Changes Cells in the selected range to the Plug Colour

Changes Cells in the selected range to the Quote Colour

Removes the background colour of Cells in the selected range

Unit / Labour

Drop Down Menu that allows the user to change the current Unit on the Line Selected

Drop Down Menu that allows the user to change the current Class on the Line(s) Selected

Pop-Up Window that allows the user to change the current Rates being used in the current workbook

See Rate Table Guide for more information on usage

Financials

Displays a Pop-Up window in which you can change the Tender Eval info

Displays a Pop-Up window in which you can change the Project Info

See Project Info Guide for more information on usage

Sheet Selector Pop-Up Appears and the User Selects Pages to be recoverabled upon. Creates a Recoverable Sheet based on the pages selected

Dynamic Sum of the Project Total

Dynamic Sum of the Fee Total

Dynamic Sum of the Insurance Costs

Bid Close

Tag's a line so that it can be used in the BidClose Form

Un-Tag's a line and removes it from the BidClose Form

Un-Tag's every single line in the Workbook

Displays a Pop-up window inwhich the user can change tagged lines without being on the worksheet

Copy / Paste

Copies the Section of the row selected

Pastes the Copied Section below the row selected

Creates a Copy of the Current Div based on the Name given by the User

Redemption

Undo's the Last Action

  • Only works on Div's
  • Once you leave a page, you can no longer Undo

Redo

Redo's the Last Action

Allow user to recover critical data from most recent cloud upload.

Allows User to Rearrange Worksheets via a Pop-Up Menu

Delete's a Sheet from the workbook

Delete's a Line/Section from the worksheet

  • Only works on Div's

Delete's an entire section from the Div

Extras

Debug Features

Re-directs the user to the Synwiki Website

Displays a Form giving the latest updates/info/Dev Team

Shows or Hides the Hidden Worksheets

Pro/UnPro

Protects or Unprotects the Workbook

Enables or Disables Sheet Change or Sheet Activate