Tips & Tricks Video: Resource Unit Summation Columns

Resource unit summation columns

Choose which Resource Units to summarise for each Schedule Item

Expert Estimation gives you the ability to easily customise different elements displayed in your reports.

For example:

in Direct Cost Estimates reports and Overhead Cost Estimates reports, you can choose which Resource Units to summarise for each Schedule Item, which Resource unit summaries to display as columns, and which User Defined Columns you would like to display. 

These easy to use report options make your cost estimates clearer to read, quicker and simpler to analyse per line item. 

To use these options:

In the top menu, go to Reports, then inside the Cost Schedule ribbon drop down menu, select ‘Direct Cost Estimates’ or ‘Overhead Cost Estimates’. In this example, let’s open the ‘Overhead Cost Estimates Report’.

To change the display formatting options:

Navigate to the ‘change’ button at the bottom left of the screen. You will see a pop out window with a selection of options.

Select which Resource Units to summarise for each Schedule Item, here. Select here, which Resource Unit Summaries to display as columns, and here select which User Defined Columns you would like to display.  It’s that simple to customise additional elements in your reports.

Then simply select ‘apply’. The report will automatically refresh and resize to include your selected units and columns.

The selected units summaries are displayed in columns in the video. This helps you to quickly and clearly see the number of resource units consumed per item and per cost estimate line.

The selected User Defined Columns are displayed and summarised in the video.

Try it out and you’ll see how with Expert Estimation you can clearly customise reports by selecting specific additional elements that you wish to see.

And that’s an introduction to Resource Unit Summation Columns.

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