Bid & Allowance Takeoffs

Feature

Starting with version 4.4 of Goldenseal estimating software, you can make Bill of Materials reports from Allowances, Bids, Chage Orders, Project Phases and Purchase Orders. You can also use those transactions to generate other project reports, such as Labor Hours reports, tool lists, and project reminders.

Suggested By

User feature request.

How to Use

You'll need to create a custom report, to view takeoffs or project info for an Allowance, Bid or a similar transaction. For example, to get a material takeoff report for Allowances, start by copying an existing report. Follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
2. Enter Estimates into the Area popup field at upper left.
3. Enter Bill of Materials into the Report popup field.
4. Choose Select All from the Edit menu.

Next, create a custom report:

1. Enter Custom Reports into the Area popup field.
2. If you're prompted for a report name, type in Allowance Takeoffs. If not, choose New Layout from the Edit menu, then type in that report name.
3. Choose Paste from the Edit menu.
4. Click on the report table (the area with horizontal stripes).
5. Choose Field Properties from the Format menu.
6. Enter One Allowance into the General Area popup field near the top.
7. Click on Takeoff Reports in the table on the left.
8. Click on the first five fields, in the table on the right.
9. Click OK.

Technical Details

Programmer note-- code added in CAllowance::FillTakeoffReport, CBid::FillTakeoffReport and other locations