Estimate requests

An estimate request is a scenario that is used to calculate the cost of the labor, material, and other resources that are required to perform construction work. An estimate request is typically aligned with an individual construction project.

For each estimate request, you specify the type of request and select a target work order. You can create multiple versions of an estimate request to specify different filters for the estimate. The filter values are used to select the appropriate compatible unit for the estimate version.

Estimate versions are used to compare the costs of different scenarios. For example, you can compare the cost of using company crews to the cost of using contractor crews. For each version of an estimate request that you create, you assign an estimate request type to identify the reason for the estimate version.

The filter values that you assign to estimate versions are copied to the stations on the estimate request. A station is a point or location on a site where work is performed. You specify the station details on an estimate version to identify the work for specific locations. Compatible units are associated with stations to identify the work that must be done at each station. The filter values that are established at the version become the default values for the station. The station values become the default values for the compatible units. However, you can modify the filter selections for each station.

The filters and parameters that are established at the version, station, or work set level control which details are selected by the estimation process for a compatible unit. Work sets are a common set of filter values that apply to a group of compatible units at the same station. For example, the labor details on compatible units specify one labor detail for hot work and another labor detail for cold work. Hot work and cold work are standard terms to indicate whether work is performed near an energized conductor. The labor detail on the version and the station is not specified. When the estimate is generated, neither compatible unit is selected.