Estimate Custom Column Screen

Updated on 02 Aug 2023

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The Estimate Custom Column screen enables you to define custom columns to be displayed on the Estimate screen. This screen is displayed from the Estimate Custom Columns Search List screen when you click the New Estimate Custom Column icon or click an existing estimate custom column in the list to view or edit.

Each of the screen elements on the Estimate Custom Column screen is described in the following table.

Screen Element	Description
Column Name	Required. Allows you to enter a descriptive name for the column. This name will be displayed in the column’s header on the Estimate screen.
Opportunity Type	Required. Allows you to apply the custom column to work orders, or contracts, or both.
Display Order	Allows you to enter a sequence number relative to other custom columns. These numbers determine the order in which the custom columns appear on the Estimate screen.
Display Format	The display format determines how the value will be displayed on the Estimate screen. The display format is determined by two fields – one to select the numeric interpretation (Currency, Percentage, Number), and the other to specify the number of places to be represented after the decimal point.
Formula Area^a	Required. This area assists you in entering a mathematical formula describing how to calculate the value on the Estimate screen based on available numeric fields. The drop-down field enables to select fields available for the calculation. When you choose an item from the drop-down, the field will be inserted into the text box^b at the point of the cursor. If you click one of the symbol buttons^c, the symbol will be inserted into the calculation at the point of the cursor. Parenthesis can be used to specify the order in which the arithmetic operations should be performed to calculate the value.
Delete icon	Clicking this icon deletes the custom column removing it from the Estimate screen.
Save icon	Saves any changes you made to the information on the Estimate screen and takes them back to the prior screen.

Available Fields

The following fields are available in the drop-down of the Formula Area when defining estimate custom columns.

Field	Description
Service Item Quantity	The total service item quantity for the line in the estimate. Note that for line items in the estimate representing kits, this value will be the sum of all items in the kit. Depending on the intention of the calculation, this number may not be meaningful.
Extended Hours	Total extended hours for the line in the estimate.
Labor Extended Cost	Extended labor cost for the line in the estimate.
Material Extended Cost	Extended material cost for the line in the estimate.
Equipment Extended Cost	Extended equipment cost for the line in the estimate.
Sub Extended Cost	Extended subcontractor cost for the line in the estimate.
Other Extended Cost	Extended another cost for the line in the estimate.
Extended Cost	Total extended cost for the line in the estimate.
Labor Overhead	Labor overhead for the line in the estimate.
Material Overhead	The material overhead for the line is in the estimate.
Equipment Overhead	Equipment overhead for the line in the estimate.
Sub Overhead	Subcontractor overhead for the line in the estimate.
Other Overhead	Other overhead for the line in the estimate.
Labor Profit	Labor profit for the line in the estimate.
Material Profit	Material profit for the line in the estimate.
Equipment Profit	Equipment profit for the line in the estimate.
Sub Profit	Subcontractor profit for the line in the estimate.
Other Profit	Other profit for the line in the estimate.
Per Price	Per price, the value represents the calculated per item (or per service) price for the line in the estimate. Suppose you have entered an override value on the line. In that case, this new Per Service value in the calculated field still reflects the originally calculated value – not the override value entered by you.
Extended Price	Total extended price for the line item in the estimate.
General Conditions Cost	Five values are available for each labor, materials, equipment, and sub; another represents the associated cost allocated for general conditions.
General Conditions Price	Five values are available – one for each of labor, materials, equipment, and sub, and another representing the associated price allocated for general conditions.
General Conditions Overhead	Five values are available – one for each of labor, materials, equipment, and sub, and another representing the associated overhead allocated for general conditions.
General Conditions Overall Cost	The value represents the associated cost allocated for general conditions.
General Conditions Overall Price	Value representing the associated price allocated for general conditions.
General Conditions Overall Overhead	Value representing the associated overhead allocated for general conditions.
Takeoff Values	The list contains one item for each actively defined takeoff to calculate a line item in the estimate.

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