Breaking Out a Category Cost From the Subcontractor Matrix Budget

Breaking Out a Category Cost From the Subcontractor Matrix Budget

From time to time, you may want to "breakout" a category cost from a phase budget, so you can enter bids separately for the category cost you've broken out. For example, you might want the subcontractors that are bidding a phase, to give you a bid for labor separately from material.

 

If you would like to breakout a category cost from the subcontractor matrix budget, right mouse click in category column for the phase whose category you wish to "breakout". 




After "breaking out" the category cost, a new row will be added to the matrix, with the budgeted dollar value for that category. Next, you can begin entering bids for the phase cost category that was broken out.




You can also breakout a cost category from a phase budget on the Summary Sheet. To "breakout" a cost category for a phase on the Summary Sheet, right mouse click in any cell on the phase description row. Select "breakout" and then select the category you wish to breakout.




    • Related Articles

    • Disconnect a Category Cost From the Subcontractor Matrix Budget

      In a situation where you don't want a category cost for a phase to be part of a bid package matrix, you can "disconnect" the category cost from the subcontractor phase budget. For example, you might wish to disconnect category costs from a phase ...
    • Bid Package Budget Column

      The bid package matrix always includes a budget column. The budget for each bid package phase can be populated during the estimate import process, assuming the estimate that you import includes dollar values for each bid packages. For bid packages ...
    • Changing the Subcontractor Order in the Matrix

      To change the order of the subcontractors in the matrix, click in the subcontractor name column header, hold the left mouse button down, and drag the column to the desired position.
    • Matrix Path Analysis - No Solutions Yet

      The "No Solutions Yet" message will appear within the Path Analysis when one or more phases is not covered by either a bid from a subcontractor, or a budgeted dollar amount for that phases(s). The following screenshot provides an example of a matrix ...
    • Attaching Files to Subcontractor in a Bid Package Matrix

      Files can be attached to a subcontractor that has been added to a bid package matrix. To attach a file to the subcontractor in the bid package, right mouse click on the subcontractor name cell. Next, click on the Attach File option. You will be ...