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Help › Estimation

Estimation

Open with Estimation › Estimate Add items (Ctrl+E).

Adding an item

  1. Pick a Source from the dropdown — an HPSR schedule (e.g. HPSR_B_R_2020), Additional_NS_Items (non-schedule items), or New Item for a one-off entry.
  2. Select the item; its description, unit and rate fill in.
  3. Enter the quantity and, if the project uses annexures, the sub-group.
  4. Click Add to Project. For a hierarchical SoR item the main, sub and leaf rows are inserted together, matching the HPSR schedule layout.

Custom Analysis tick

The Custom Analysis (skip SOR) check-box sets whether the item carries its own rate analysis. Schedule (HPSR) items default to ticked (they have a master analysis); non-schedule items default to unticked (flat rate) — tick it only when that NS item really has an analysis.

Non-schedule items taken from Additional_NS_Items are marked “NS” on reports so they stand out. See Master Database editors for how to create and analyse them.

Sub-groups (annexures)

Add sub-groups to split the estimate into parts/annexures. Each leaf SoR item belongs to a sub-group; the abstract and schedules can be grouped by sub-group. A sub-group can be marked Electrical (“Add Electrical Annexure”) — its items then come from the electrical schedule and are analysed against the electrical masters, while the DNIT, comparison, agreement and bills treat the work as one.

Rates, loadings and the Labour Rate toggle

Quantities & measurements

Quantities can be typed directly, or built line-by-line as Details of Measurements — including an Excel measurement-sheet export / import for offline entry.

Estimate report

Estimation › Estimate Report opens Report Preview on the Detailed Estimate. Other estimate outputs (Abstract of Cost, Details of Measurements, History Sheet) are available from the category’s sub-options.