D'est : FUNCTIONALITY CHECKLIST


ASPECT FUNCTION DESCRIPTION
PROJECT SET‐UP PROJECT AREAS Projects may be setup by Discipline Area or any other user definable area
PROJECT HEADINGS Project Headings may be setup manually or imported from an excel spreadsheet
Parts of a project may be exported to be completed by another estimator and then imported and assembled into the complete project
SHARE DATA IMPORT Import data from common types of software in spreadsheet or text file format
EXPORT Export data from common types of software in spreadsheet or text file format
PROJECT MANAGEMENT Project data may be exported into a format that may be imported into a variety of Project Management software.
WORK ON A PROJECT ADD/INSERT ITEMS Price Book Item, Blank Item Heading or Accrued Rate
CUT/COPY/PASTE/REPLCE or DELETE CUT/COPY/PASTE/REPLCE or DELETE Project Items Project Items
DISPLAY CLIPBOARD ITEMS Item Data of Clipboard
CALCULATE Re‐numbering Lines
Scale Item Quantities
Calculate Heading Totals
Re‐calculate Heading Totals
Calculator
Convert Dimensions ‐Metric/Imperial visa versa
VIEW Fixed Details
Change Drawing Numbers
Change Price Book Display
Change Drawing Numbers for a Block of Data
OPEN Particular Price Book
The "Last Used" Items.
Price Book Items by Searching for a Particular Description
Specific Supplier Pricing Data
An Existing Project
ITEM SHEET l f fDisplay Memo for Specific Items
Swap Between LARGE/SMALL Fonts
Search for Specific Items
Quick Edit of Project Items
ACCRUED RATE Open an Existing Accrued Rate
Create a New Accrued Rate
Expand an Accrued Rate
HELP Display D'est Help
GENERL REPORTING FULL DETAILS/SUMMARY Reports May be Produced in Full Details or as a Summary Only
EXPORT Reports may be exported in Excel format or Asci
SPECIFIC REPORTING Project heading data, project heading usage, item data, calculation sheet, discounted and /or adjusted items, search project data, accrued rates within project, supplier used in project, drawing numbers used in project, line totals, component/labour/surface treatment data, line item rates, item quantities, line totals ‐specific supplier, line totals ‐specificates, qua es, spec supp , spec discipline group, items for a particular discipline, tender review reports, overheads, fees/contingencies/profits, procurement report, steel tonnages, client summary, general summary
ASPECT FUNCTION DESCRIPTION
SYSTEM MANAGEMENT MODIFY PROJECT AREAS Add/delete project areas
IMPORT /EXPORT PROJECT AREAS Share project data with other D'est users
CREATE/MODIFY PROJECT HEADINGS Add/Edit/ project headings
IMPORT /EXPORT PROJECT AREAS IMPORT /EXPORT PROJECT AREAS Share project data with other D'est users Share project data with other D est users
COPY PROJECT AREA Duplicate a project area
SPLIT PROJECT ARE CHECK VERSION NUMBER Divide a project area into two. Determine which version of D'est created the project
Project Data Management EXPAND ACCRUED RATES Display the accrued rate data as individual items in the project
CHANGE SUPPLIER PERCENTAGES Project items may be changed on mass at the click of a button
CHANGE ADJUSTMENT PERCENTAGES Project items may be changed on mass at the click of a button
CHANGE COMPONENT COST Project items may be changed on mass at the click of a button
CHANGE FABRICATION RATES / SITE RATES/SURFACE TREATMENT RATES Project items may be changed on mass at the click of a button
CHANGE FABRICATION HOURS/SITE HOURS Project items may be changed on mass at the click of a button
CHANGE SUPPLIER Project items may be changed on mass at the click of a button
FEES AND SERVICES, CONTINGENCIES, CONSUMABLES AND PROFITS DATA MAINTENENACE Easy add data to cover any of the management costs of the project
IMPORT PROVUREMENT DATA IMPORT PROVUREMENT DATA New supplier data may be imported to get the most current pricing for a jtproject
UPDATE PROJECT PRICES Update the project prices with the most current supplier pricing
CHECK ACCRUDE RATES LINKS Ensure that the link to the accrued rates exists
UPDATE ACCRUED RATES IN PROJECT Add the latest accrued rate data to the project
RECALCULATE TOTALS Re‐calculate all of the calculations in a project
GANG RATE LABOUR PROVISIONS Maintain the labour data used in the gang rate calculations.
GENERAL DATA Maintain the labour data used in the gang rate calculations.
GANG RATE CALCULATION
SPECIAL SITE ALLOWANCE CALCULATION
SITE MANAGEMENT RATES Maintain the site management rates data
HOURLY RATES FOR EXTRAS DATA Maintain the hourly rates data used in the hourly rates for extras calculation
CALCULATE HOURLY RATES FOR EXTRAS
CREATE GANG RATE DATA Create the data used to create the gang rate information
IMPORT/EXPORT GANG RATE DATA use the gang rate in other projects
ACCRUED RATE ACCRUED RATE DATA CHECK LIST
CREATED ACCRUED RATES REPORT
CHECK VERSION NUMBER Determine which version of D'est created the accrued rate
UPDATE ACCRUED RATES PRICES
ASPECT FUNCTION DESCRIPTION
PRICE BOOKS EDIT PRICE BOOK Maintain the price book data
CREATE PRICE BOOK
COPY/RENAME PRICE BOOK
DELETE PRICE BOOK
IMPORT SUPPLIER PRICE BOOK Update the price books with the latest pricing data
IMPORT /EXPORT BASE PRICE BOOK Share price books with other D'est users
SYNCHRONIZE BASE PRICE BOOK
IMPORT/EXPORT BASE PRICE BOOK
PRICE BOOK REPORT
PRICE BOOK LIST
INDEX PRICE BOOK DATA
DISCIPLINE DISCIPLINE DATA REPORT
DISCIPLINE KEYS REPORT
DISCIPLINE GROUPS Display the discipline group data
IMPORT DISCIPLINE Update discipline data if necessary
UTILITIIES D'EST FOLDERS Display/CHANGE the folders D'est is currently using
FEES AND SERVICES CONTINGENCIES, PROFITS DEFAULT DATA
IMPORT SUPPLIER DATAIMPORT SUPPLIER DATA
IMPORT UNITS Update units data if necessary
UNITS REPORT
COMPANY NAME
SHOW REGISTRATION DETAILS Display the serial number and expiry date for D'est
RE‐REGISTER D'EST