{"id":5286,"date":"2019-03-03T08:46:39","date_gmt":"2019-03-03T08:46:39","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=326"},"modified":"2020-12-20T19:12:25","modified_gmt":"2020-12-20T19:12:25","slug":"creating-editing-the-house-plan-estimate","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/estimating\/house-plans-estimates\/creating-editing-the-house-plan-estimate\/","title":{"rendered":"How to Create a House Estimate"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">You can create estimates for the House Plan in four different ways, as follows:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">create estimates from scratch<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">copy Cost Centers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">clone from House Plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">clone from Job<\/span><\/li>\n<\/ul>\n<h2>Creating House Plan Estimates from Scratch<\/h2>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with House Plans, locate the empty House Plan which Estimates you want to define.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click within the cell in the GTO column. The House Plan Estimate form opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the <\/span><b>House Plan Estimate<\/b><span style=\"font-weight: 400;\"> form, select <\/span><strong>Start from Scratch<\/strong><span style=\"font-weight: 400;\">.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-329\" src=\"\/wp-content\/uploads\/2019\/03\/house-plan-estimate-form-start-scratch.png\" alt=\"\" width=\"450\" height=\"439\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-form-start-scratch.png 450w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-form-start-scratch-300x293.png 300w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click <\/span><b>OK<\/b><span style=\"font-weight: 400;\">. The page with the default Components and Cost Centers opens where you can manage them.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-330\" src=\"\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch.png\" alt=\"\" width=\"1751\" height=\"839\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch.png 1751w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch-300x144.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch-1024x491.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch-768x368.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch-1536x736.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimates-create-scratch-1200x575.png 1200w\" sizes=\"(max-width: 1751px) 100vw, 1751px\" \/><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The House Plan page is comprised of the following blocks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Cost Centers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Take Off Parameters<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Components \/ Items<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Items \/ Cutting List \/ Formula \/ Memo<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Memo<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The Cost Centers block shows the following information:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Number<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Number of the Cost Center.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Description<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Description of the Cost Center.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Order Cost, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Order cost of the Cost Center.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">The Take Off Parameters block shows the following information:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Code<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Code of the Take Off Parameter.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Value<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Value of the Take Off Parameter.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>UoM<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Unit of Measure of the Take Off Parameter.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Count<\/b><\/td>\n<td><span style=\"font-weight: 400;\">The count value of the Take Off Parameter in the House Plan. Values are summed up for the same Take Off Parameter used in multiple Items or Components within the one House Plan.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">The Components \/ Items block shows the following information:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Code<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Code of the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Description<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Description of the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>S.Tax<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the sales tax is applied to the Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Qty<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Quantity of Items or Components in the House Plan.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cost, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Cost of the Item or Component per one piece <\/span><\/td>\n<\/tr>\n<tr>\n<td><b>UoM<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Unit of Measure of the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Extension, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Extension of the Item or Component in dollars (Cost multiplied by Qty).<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Fml<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Component or Item uses the formula. The green circle indicates that the formula is applied.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cmp<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Item is a part of the Component. The green circle indicates that the Item is used in the Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cut<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Item uses cuts. The green circle indicates that the Item is used in the Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Deleted<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Item is deleted from the system.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">The Items \/ Cutting List \/ Formula \/ Memo block is comprised of the four tabs that shows the following:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\" colspan=\"2\"><b>ITEMS<\/b><\/td>\n<\/tr>\n<tr>\n<td><b>Code<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Code of the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Description<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Description of the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cost Center<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Cost Center which the Item attributes to.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Qty<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Quantity of Items within the selected Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cost, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Cost of the Item per one piece <\/span><\/td>\n<\/tr>\n<tr>\n<td><b>UoM<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Unit of Measure of the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Extension, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Extension of the Item or Component in dollars (Cost multiplied by Qty).<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" colspan=\"2\"><b>CUTTING LIST<\/b><\/td>\n<\/tr>\n<tr>\n<td><b>Description<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Description of the cutting list.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Pieces<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Number of pieces per one cutting list.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Length<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Length of one cutting list.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Quantity<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Total quantity of the Item using the cutting list (Item Qty multiplied by pieces and length of the cutting list).<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" colspan=\"2\"><b>FORMULA<\/b><\/td>\n<\/tr>\n<tr>\n<td><b>Formula entry area<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Area for specifying the formula that is applied to the Item or Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Math functions list<\/b><\/td>\n<td><span style=\"font-weight: 400;\">List of mathematics functions.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Take Off Parameters list<\/b><\/td>\n<td><span style=\"font-weight: 400;\">List of Take Off Parameters that can be used in the formula.<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" colspan=\"2\"><b>MEMO<\/b><\/td>\n<\/tr>\n<tr>\n<td><b>Memo entry area<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Area for entry a memo about the Item or Component.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">The Memo block allows you to enter a memo for the House Plan.<\/span><\/p>\n<p>Continue with managing Cost Centers, and adding Components and Items into the House Plan Estimates.<\/p>\n<h2>Creating House Plan Estimates by Copying Cost Centers<\/h2>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with House Plans, locate the empty House Plan which Estimate you want to define. An empty House Plan is indicated with 0\/0 in the GTO column.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the row with the House Plan you want to open. The House Plan Estimate form opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the <\/span><b>House Plan Estimate<\/b><span style=\"font-weight: 400;\"> form, select <\/span><i><span style=\"font-weight: 400;\">Copy Cost Centers<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>OK<\/b><span style=\"font-weight: 400;\">. The page for managing Cost Centers, Components, and Take-off Parameters opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The system will automatically copy all the existing Cost Centers and add them into the House Plan Estimate. The further process of managing House Plan Estimates is similar to <\/span><b>Creating House Plan Estimates from Scratch<\/b><span style=\"font-weight: 400;\">. <\/span><\/p>\n<h2>Creating House Plan Estimates by Cloning from Job<\/h2>\n<p><span style=\"font-weight: 400;\">You can clone House Plan Estimates from the existing House Plan and further adjust them to your needs and your project.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with House Plans, locate the empty House Plan which Estimates you want to define. An empty House Plan is indicated with 0\/0 in the GTO column.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click within the cell in the GTO column. The House Plan Estimate form opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the <\/span><b>House Plan Estimate<\/b><span style=\"font-weight: 400;\"> form, select <\/span><i><span style=\"font-weight: 400;\">Clone from Job<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Job which you want to close House Plan Estimates from.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>OK<\/b><span style=\"font-weight: 400;\">. The page for managing Cost Centers, Components, and Take-off Parameters opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The system will automatically clone all the existing Cost Centers, Items, Components and Take Off Parameters from the source House Plan. Adjust the House Plan Estimate for the actual House Plan. See the <\/span><b>Creating House Plan Estimates from Scratch<\/b><span style=\"font-weight: 400;\"> section for the details on configuring the House Plan Estimates.<\/span><\/p>\n<h2>Creating House Plan Estimates by Cloning from House Plan<\/h2>\n<p><span style=\"font-weight: 400;\">You can clone House Plan Estimates from an existing House Plan and adjust them to suit a different plan.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with House Plans, locate the empty House Plan which Estimates you want to define. An empty House Plan is indicated with 0\/0 in the GTO column.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click within the cell in the GTO column. The House Plan Estimate form opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the <\/span><b>House Plan Estimate<\/b><span style=\"font-weight: 400;\"> form, select <\/span><i><span style=\"font-weight: 400;\">Clone from House Plan<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the House Plan which you want to clone the Estimate from.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>OK<\/b><span style=\"font-weight: 400;\">. The page for managing Cost Centers, Components, and Take-off Parameters opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The system will automatically clone all the existing Cost Centers, Items, Components and Take Off Parameters from the source Job. Adjust the House Plan Estimates for the actual House Plan. See the <\/span><b>Creating House Plan Estimates from Scratch<\/b><span style=\"font-weight: 400;\"> section for the details on configuring the House Plan Estimate.<\/span><\/p>\n<h2>Editing the House Plan Estimates<\/h2>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with House Plans, locate the House Plan Estimates you want to edit.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click within the cell in the GTO column. The page for managing Cost Centers, Components, and Take-off Parameters opens.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Make the appropriate modifications in Cost Centers, Items, Components, and Take Off Parameters.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<h3>Managing Cost Centers<\/h3>\n<p><span style=\"font-weight: 400;\">You can manage Cost Centers in House Plan Estimates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can perform the following operations on them:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">add Cost Centers into the House Plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">remove Cost Center from the House Plan<\/span><\/li>\n<\/ul>\n<p><b>To add a Cost Center:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Locate the Cost Centers block.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the top right part of the Cost Centers block, locate the <\/span><b>Add&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-331 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/add-icon.png\" alt=\"\" width=\"18\" height=\"12\">&nbsp;<\/b><span style=\"font-weight: 400;\">icon and click it.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the <\/span><b>Find Cost Centers<\/b><span style=\"font-weight: 400;\"> form, browse through the list and select the Cost Center you want to add. Alternatively, you can look up for a specific Cost Center by its code or description. The already added Cost Centers are grayed out.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-332\" src=\"\/wp-content\/uploads\/2019\/03\/find-cost-centers-form-estimates.png\" alt=\"\" width=\"799\" height=\"600\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/find-cost-centers-form-estimates.png 799w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/find-cost-centers-form-estimates-300x225.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/find-cost-centers-form-estimates-768x577.png 768w\" sizes=\"(max-width: 799px) 100vw, 799px\" \/><\/li>\n<li>Click <b>Add Selected<\/b>. The Cost Center will appear on the list with other Cost Centers<\/li>\n<li><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><b>To remove the Cost Center:<\/b><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">In the Cost Centers block, locate the Cost Center you want to remove.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Hover over the Cost Center until the action icons appear.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click the <\/span><b>Remove<\/b> <span style=\"font-weight: 400;\"> icon.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">You can only remove Cost Centers that do not have any Items assigned to them.<\/span><\/pre>\n<p><b>To view order details:<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can view order details for a specific Cost Center.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with Cost Centers, locate the one which order details you want to view.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-333\" src=\"\/wp-content\/uploads\/2019\/03\/cost-centers-components-blocks.png\" alt=\"\" width=\"777\" height=\"385\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/cost-centers-components-blocks.png 777w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/cost-centers-components-blocks-300x149.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/cost-centers-components-blocks-768x381.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hover over the Cost Center until the action icons appear.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Order Details&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-258 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/memo-icon.png\" alt=\"\" width=\"18\" height=\"18\"><\/b> <span style=\"font-weight: 400;\"> icon.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the Order Details form, review Components or Items included into the order.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-334\" src=\"\/wp-content\/uploads\/2019\/03\/order-details-form.png\" alt=\"\" width=\"650\" height=\"400\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/order-details-form.png 650w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/order-details-form-300x185.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, close the form.<\/span><\/li>\n<\/ol>\n<h3>Managing Items and Components<\/h3>\n<p><span style=\"font-weight: 400;\">You can manage Items and Components that are included into the House Plan Estimates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can perform the following operations on them:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">add Items and Components into the House Plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">remove Items and Components from the House Plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Viewing Components and Items in Cost Centers<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">You can view Components and Items within a specific Cost Center.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the Cost Centers list, select the Cost Center you wish to view Components or Items in.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-335\" src=\"\/wp-content\/uploads\/2019\/03\/items-list-in-estimates.png\" alt=\"\" width=\"1111\" height=\"334\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-list-in-estimates.png 1111w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-list-in-estimates-300x90.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-list-in-estimates-1024x308.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-list-in-estimates-768x231.png 768w\" sizes=\"(max-width: 1111px) 100vw, 1111px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-336\" src=\"\/wp-content\/uploads\/2019\/03\/components-list-in-estimates.png\" alt=\"\" width=\"1000\" height=\"239\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-list-in-estimates.png 1000w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-list-in-estimates-300x72.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-list-in-estimates-768x184.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">For each Component and Item, the following information is displayed:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Code<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Code of the Component or Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Description<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Description of the Component or Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>S.Tax<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the sales tax is applied to the Item.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This information is not available for Components.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Qty<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Quantity of Components or Items in that row.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cost, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Unit Cost in dollars for one Component or Item.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Cost of the Component is calculated on the basis of the Items it is comprised of.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>UoM<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Unit of Measure applied to the Component or Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Extension, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Total sum for the Component or Item (quantity multiplied by the cost of the Component or Item).<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cmp<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Item is a part of a Component.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is not shown for Components.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Fml<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Quantity of the &nbsp;Component or Item is calculated by a &nbsp;formula. <\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cut<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Quantity of the &nbsp;Component or Item is calculated by the Cutting List.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Deleted<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Flag that the Component or Item is marked as deleted in the Price Book.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">Below the list with Items, you may see the additional Sales Tax line. It shows the sales tax amount applied to Items within the selected Cost Center.<\/span><\/p>\n<h4>Adding an Item or Component<\/h4>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the Cost Centers block, select the Cost Center which you want to add an Item or Component into. You can add new Components only in the default Cost Center numbered as \u2018000\u2019 and named as \u2018Components\u2019. Items can be added in all Cost Centers except the default Cost Center for Components.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Depending on the Item or Component you want to add, locate the Items or Components block correspondingly.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-338\" src=\"\/wp-content\/uploads\/2019\/03\/items-block-add-new.png\" alt=\"\" width=\"1477\" height=\"366\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-block-add-new.png 1477w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-block-add-new-300x74.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-block-add-new-1024x254.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-block-add-new-768x190.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/items-block-add-new-1200x297.png 1200w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-337\" src=\"\/wp-content\/uploads\/2019\/03\/components-block-add-new.png\" alt=\"\" width=\"1473\" height=\"370\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-block-add-new.png 1473w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-block-add-new-300x75.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-block-add-new-1024x257.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-block-add-new-768x193.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-block-add-new-1200x301.png 1200w\" sizes=\"(max-width: 1473px) 100vw, 1473px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the top right part of the Items\/Components block, locate the <\/span><b>Add <\/b><span style=\"font-weight: 400;\"> icon and click it.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the <\/span><b>Find Items &amp; Components<\/b><span style=\"font-weight: 400;\"> form, browse through the list and select Items or Components you want to add. Alternatively, you can look up for a specific Item or Component by its code or description. The Filters box is disabled in this form for Components and Items.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-339\" src=\"\/wp-content\/uploads\/2019\/03\/find-items-components-form-estimates-form.png\" alt=\"\" width=\"800\" height=\"599\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/find-items-components-form-estimates-form.png 800w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/find-items-components-form-estimates-form-300x225.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/find-items-components-form-estimates-form-768x575.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n<li><span style=\"font-weight: 400;\">Click <\/span><b>Add Selected<\/b><span style=\"font-weight: 400;\">. The selected Items or Components will appear on the list.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">If you add a Component, the system will automatically add all its Items which the Component is comprised of. Additionally, all the Cost Centers which these Items attribute to will be added too.<\/span><\/p>\n<h4>Removing an Item or Component<\/h4>\n<p><span style=\"font-weight: 400;\">You can remove Items or Components from the House Plan Estimates. When you remove a Component from the House Plan Estimates, the system will automatically remove all the associated Items. You cannot remove an Item that is used as a part of the Component.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Cost Center which contains the Items or Components you want to remove.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the Items or Components block, locate the Item or Component you want to remove.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hover over the Item or Component until the action icons appear.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Remove&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-255 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/remove-icon.png\" alt=\"\" width=\"16\" height=\"10\"><\/b> <span style=\"font-weight: 400;\"> icon.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<h4>Viewing Items within the Component<\/h4>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Cost Center which stores Components.<\/span><\/li>\n<li style=\"font-weight: 400;\">In the <b>Components<\/b> block, select the Component which Items you want to view. The list with Items will appear under the Components block.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-340\" src=\"\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components.png\" alt=\"\" width=\"1751\" height=\"869\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components.png 1751w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components-300x149.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components-1024x508.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components-768x381.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components-1536x762.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-items-components-1200x596.png 1200w\" sizes=\"(max-width: 1751px) 100vw, 1751px\" \/><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">For each Item, the following information is available:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Code<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Code of the Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Description<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Description of the Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cost Center<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Cost Center which the Item attributes to.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Qty<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Quantity of Items in the Component.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Cost, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Cost in dollars for one Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>UoM<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Unit of Measure applied to the Item.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Extension, $<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Total sum for the Item (quantity multiplied by the cost of the Item).<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">To transition to the specific Item of the Component, right-click the Item and select <\/span><b>Go to Item<\/b><span style=\"font-weight: 400;\">. You will transition to the corresponding Item.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-341\" src=\"\/wp-content\/uploads\/2019\/03\/components-go-to-item.png\" alt=\"\" width=\"394\" height=\"233\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-go-to-item.png 394w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/components-go-to-item-300x177.png 300w\" sizes=\"(max-width: 394px) 100vw, 394px\" \/><\/p>\n<h4>Viewing Component which Item Attributes to<\/h4>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Cost Center which stores Items.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the Items block, select the Item which comes from the Component you want to view. Information about the associated Component will appear under Items block.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-342\" src=\"\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to.png\" alt=\"\" width=\"1753\" height=\"873\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to.png 1753w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to-300x149.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to-1024x510.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to-768x382.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to-1536x765.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/house-plan-estimate-viewing-component-go-to-1200x598.png 1200w\" sizes=\"(max-width: 1753px) 100vw, 1753px\" \/><\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">To transition to the specific Component which the Item is mapped to, right-click in the Component area and select <\/span><b>Go to Component<\/b><span style=\"font-weight: 400;\">. You will transition to the corresponding Component.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-343\" src=\"\/wp-content\/uploads\/2019\/03\/go-to-component-block.png\" alt=\"\" width=\"554\" height=\"210\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/go-to-component-block.png 554w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/go-to-component-block-300x114.png 300w\" sizes=\"(max-width: 554px) 100vw, 554px\" \/><\/p>\n<h4>Managing Cutting Lists of the Item\/Component<\/h4>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Cost Center which stores the Item or Component you want to manage the Cutting Lists for.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Below the Item or Components block, locate the area with the tabbed menu.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Cutting List tab.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Here you can add new Cutting Lists and remove the unnecessary ones.<\/span><\/p>\n<p><b>To add a new Cutting List:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the right part of the area with the tabs, locate the <\/span><b>Add&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-247 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/quote-add-icon.png\" alt=\"\" width=\"20\" height=\"14\"><\/b> <span style=\"font-weight: 400;\"> icon and click it.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Position your mouse pointer within the appeared text line.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter description of the Cutting List.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter the number of pieces within the cutting list.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For each piece, specify the length per one piece.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Recalculate<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Once the quantity of the Item or Component &nbsp;is recalculated, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-344\" src=\"\/wp-content\/uploads\/2019\/03\/cutting-list.png\" alt=\"\" width=\"867\" height=\"185\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/cutting-list.png 867w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/cutting-list-300x64.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/cutting-list-768x164.png 768w\" sizes=\"(max-width: 867px) 100vw, 867px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">If you are using the cutting list for an Item or Component, you will no longer be able to change the quantity of this Item or Component.<\/span><\/p>\n<p><b>To remove the Cutting List:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with Cutting Lists, locate the one you want to remove.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hover over the Cutting List until the action icons appear.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Remove <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-255 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/remove-icon.png\" alt=\"\" width=\"16\" height=\"10\"><\/b> <span style=\"font-weight: 400;\"> icon.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Recalculate<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\">Once the cost is recalculated, click <b>Process<\/b>.<\/li>\n<\/ol>\n<h4>Applying formula for Quantity calculation<\/h4>\n<p><span style=\"font-weight: 400;\">You can apply a formula to calculate Quantity of an Item or Component. You cannot add a formula for to an Item that has a Cutting List or if that Item comes from a Component.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By default, you can construct a formula while working with Items and Components. You also have an opportunity to override the base formula with a custom one while estimating the House Plan. This will not affect the base formula. The defined formula will be used to calculate the Quantity in this specific House Plan Estimates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can construct a formula from the following sets of elements:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Math functions<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Mathematical functions.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Operators<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Mathematical operators.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Take Off Params<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Take Off Parameters.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Trig functions<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Trigonometric functions.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>For the details on building formulas, please see <a href=\"\/nz\/expression-builder\/\" target=\"_blank\" rel=\"noopener noreferrer\">Formula Builder<\/a>.<\/p>\n<p><b>To construct a formula:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Item or Component which you want to add a formula for.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the area with the tabbed menu, select <\/span><b>Formula<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the appropriate element set and then drag an individual function or parameter to the Formula box.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Add the appropriate operator into the function.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Continue until the Formula is complete<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To verify the formula, click <\/span><b>Test<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-345\" src=\"\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation.png\" alt=\"\" width=\"1661\" height=\"807\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation.png 1661w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation-300x146.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation-1024x498.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation-768x373.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation-1536x746.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/constructing-formula-for-calculation-1200x583.png 1200w\" sizes=\"(max-width: 1661px) 100vw, 1661px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To clear the constructed formula, click <\/span><b>Clear<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For the details on constructing the formulas, please see Expression Builder.<\/span><\/p>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">You cannot save the incorrect formula. The system will position the cursor where an error in the formula occurs.<\/span><\/pre>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">If you change the formula of an existing Item or Component, you will be prompted to propagate the modified formula to all or to specific House Plans which used the original formula.<\/span><\/pre>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">When you test the specified formula, the system verifies it and calculates the resulting value upon the correctness of the formula. If the formula contains the ContactPrice ToP, the system will show the \u2018<\/span><b>~<\/b><span style=\"font-weight: 400;\">\u2019 symbol indicating that the resulting value may vary.<\/span><\/pre>\n<p><b>To propagate the formula to House Plans:<\/b><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/qXAry9L3BjQ\" width=\"656\" height=\"369\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Modify the original formula.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">. The Propagate Formula form opens. Alternatively, you can click the <\/span><b>Propagate<\/b> <span style=\"font-weight: 400;\"> icon under the Formula box.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-346\" src=\"\/wp-content\/uploads\/2019\/03\/propagate-formula-form.png\" alt=\"\" width=\"480\" height=\"562\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/propagate-formula-form.png 480w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/propagate-formula-form-256x300.png 256w\" sizes=\"(max-width: 480px) 100vw, 480px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the way of propagating the modified formula to other House Plans:<\/span><br \/>\n<table>\n<tbody>\n<tr>\n<td><b>All House Plans<\/b><\/td>\n<td><span style=\"font-weight: 400;\">The modified formula will be propagated to all the House Plans where this formula was used.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Selected House Plans<\/b><\/td>\n<td><span style=\"font-weight: 400;\">The modified formula will be propagated to the selected House Plans only. You will need to select the specific House Plans.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>Propagate<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">If you do not want to propagate the modified formula to House Plans, click <\/span><b>Cancel<\/b><span style=\"font-weight: 400;\">.<\/span><\/pre>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">Please consider that the modified formula will not be updated in any existing Job Estimates.<\/span><\/pre>\n<h4>Adding a memo for Item\/Component<\/h4>\n<p><span style=\"font-weight: 400;\">You can add a memo for a specific Item\/Component. This memo will be visible in the interface of the system and will not be included into any document.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Below the Item or Components block, locate the area with the tabbed menu.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the <\/span><b>Memo<\/b><span style=\"font-weight: 400;\"> tab.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter the memo about the Item\/Component.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<h3>Managing Take Off Parameters<\/h3>\n<p><span style=\"font-weight: 400;\">For the details on measuring Take Off Parameters with GTO, please see the Measuring Take Off Parameters section.<\/span><\/p>\n<h4>Updating Values of Take Off Parameters<\/h4>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Open the House Plan Estimates.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Locate the Take Off Parameters block.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the Take Off Parameters block, locate the parameter you want to update.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Position the mouse pointer within the text field of this Take Off Parameter.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter the value you want.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Recalculate<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/iX73qamfvI8\" width=\"656\" height=\"369\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">If you update the value of the Take Off Parameter that was measured in GTO, all the related measurements of this Take Off Parameter on the floor plan will be removed automatically.<\/span><\/pre>\n<h4>Viewing Usage of Take Off Parameters<\/h4>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the Take Off Parameters block, locate the parameter which usage you want to view.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hover over this Take Off Parameter until the action icons appear.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Display Usage&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-258 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/memo-icon.png\" alt=\"\" width=\"18\" height=\"18\"><\/b> <span style=\"font-weight: 400;\"> icon. The Take Off Parameter Usage form opens.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-348\" src=\"\/wp-content\/uploads\/2019\/03\/takeoff-parameter-usage.png\" alt=\"\" width=\"650\" height=\"399\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/takeoff-parameter-usage.png 650w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/takeoff-parameter-usage-300x184.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/li>\n<li><span style=\"font-weight: 400;\">When complete, click <\/span><b>Close<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">To transition to the Item or Component which uses the Take Off Parameter, click the <\/span><b>Go To&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-349 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/go-to-icon.png\" alt=\"\" width=\"15\" height=\"12\"><\/b> <span style=\"font-weight: 400;\"> icon.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>You can create estimates for the House Plan in four different ways, as follows: create estimates from scratch copy Cost Centers clone from House Plan clone from Job Creating House Plan Estimates from Scratch On the list with House Plans, locate the empty House Plan which Estimates you want to&#8230;<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[30,95],"ht-kb-tag":[],"class_list":["post-5286","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-house-plans-estimates","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5286"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=5286"}],"version-history":[{"count":3,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5286\/revisions"}],"predecessor-version":[{"id":6334,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5286\/revisions\/6334"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=5286"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=5286"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=5286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}