Standard B2W Estimate Reports

Management Reporting Reports

Minimum Edition

Bid Schedule

Includes:
Bid Schedule by Division
Bid Schedule by Estimate Type

Bid Schedule: This report includes a list of all estimates sorted by bid date. You may filter the report to include a specific date range, estimator, estimate type, estimate status, or customer. Bid Schedule by Division: This report includes a list of all estimates sorted by bid date, grouped by Division. You may filter the report to include a specific date range, estimator, estimate type, estimate status, or customer. Bid Schedule by Estimate Type: This report includes a list of all estimates sorted by bid date, grouped by Estimate Type. You may filter the report to include a specific date range, estimator, estimate type, estimate status, or customer.

Enterprise

Bid Schedule by Division 2011

Enterprise

Bid Schedule Calendar

This report lists all estimates meeting the filter criteria, presented in a calendar view. You may filter the report to include a specific date range, estimator, estimate type, estimate status, or customer.

Enterprise

Estimate Item Summary Drilldown

This report can only be viewed as a drill-down on an estimate listed in a parent report. The report lists all non-suppressed Pay Items in the selected estimate, and includes quantity, cost and pricing details for each item.

Enterprise

Estimate Subcontractor Item Task Drilldown

This report can only be viewed as a drill-down on an estimate listed in the Subcontractor Utilization report. The report lists all non-suppressed items and tasks assigned to a specific subcontractor in the selected estimate. Details include description, work type, quantity and price quote information on each item and task.

Enterprise

Estimate Totals Summary

This report lists estimates with pricing information, including total cost, total price, total markup, and total margin. You may filter this report to include a specific date range, estimator, estimate type, estimate status, or customer.

Enterprise

Estimate Vendor Material Summary Drilldown

This report can only be viewed as a drill-down on an estimate listed in the Vendor Utilization report. The report lists all non-suppressed materials assigned to a specific vendor in the selected estimate. Details include material type, manufacturer part#, vendor part#, quantity and price quote information on each material.

Enterprise

Item History

This report shows the bidding history for a particular pay item. You may filter the report to include a specific date range, estimator, estimate type, estimate status, or customer.

Enterprise

Material History

Includes:
Material Summary by Estimate

Material History: This report lists each type of material along with total quantity, average unit cost, and total cost. You may filter this report to include a specific date range, estimator, estimate type, or material category. Material Summary by Estimate Status: This report lists each type of material along with total quantity, grouped by estimate status. You may filter this report to include a specific date range, estimator, estimate type, or material category. For example, you can specify "Asphalt" to summarize asphalt tonnage volume for specific estimate statuses.

Enterprise

Minority Participation

This report summarizes minority participation for each estimate. You may specify up to three minority types. In addition, you may filter this report to include a specific date range, estimator, estimate type, or estimate status.

Enterprise

Resource Utilization

This reports lists labor, equipment, crews, materials, and trucking total quantity, unit of measure, and unit and total cost. You may filter this report to include a specific date range, estimator, estimate type, or estimate status.

Enterprise

Subcontractor Utilization

This report summarizes work assigned to subcontractors. You may filter this report to include a specific subcontractor, date range, estimator, estimate type, or estimate status.

Enterprise

System Information

This report lists the databases that are used to populate the data warehouse, providing information on their last successful run and number of estimates processed.

Enterprise

Trend Analysis Dashboard

Includes:
Cost by Category
Estimates by Status
Top Five Estimators
Top Five Subcontractors
Top Five Vendors
Win-Loss Bid

This report allows the selection of graphical views of various high level summary information. The individual graphs allow drilling down for more detailed reporting.

Enterprise

Vendor Utilization

This report summarizes materials purchased from vendors. You may filter this report to include a specific vendor, date range, estimator, estimate type, or estimate status.

Enterprise

Win-Loss History

This report summarizes the total number of projects won, total lost, and the win/loss ratio. You may filter this report to include a specific date range, estimator, estimate type, or customer.

Enterprise

Win-Loss History Graph

Enterprise

Work Type Summary

This report lists information about pay items of a particular work type. You may filter this report to include a specific date range, estimator, estimate type, or estimate status.

Enterprise