Data Relay in Expert Estimation

Pronamics Expert Estimation - General Estimating

DATA RELAY SAVES YOU TIME

Be uber-efficient

The Data Relay is accessed from the Direct and Overhead Cost Schedule Ribbon menu or right-click context menu.

This feature allows contributing items in the current project to be populated with data from similar schedule items from another project. When opening the Data Relay window, you will be prompted with a Project Selection window allowing you to specify which project you will compare the Schedule Items against.

Once you have selected the comparison project, pressing the Analyse button will bring up a side by side list of Schedule items. On the left hand side the items from your current project (Local Items) will be displayed, and on the right hand side the corresponding schedule items from the selected project (Source items) will be displayed.

Selecting any item in the current project will cause the schedule items in the Source Project view to be sorted based on a rank determining the items relevance to the selected local item. The relevance is managed by a range of configurable options that evaluate the rank for each Source item.

Note: By default, the order of ranking is: Item Number -> Description -> Unit.

The information column will inform you of any item that currently can not be selected in the local items grid for any reason. Hovering your mouse over the icon in this column will inform you of the specific reason that this item is not eligible for Data Relay.

Once you have your Local Item selected, ticking any checkbox in the Source Item grid will assign the Source Item’s Cost Estimate content to the locally selected item. It will also carry across all aspects of the Cost Estimate.

Once selected, the Item information will be populated into the Assigned Item Details column in the Local Item’s grid. This will allow you to see which items are being populated in the current analysis. Once the Proceed button is pressed, the data will be carried across and a Conflict Resolution window will be raised if there is any conflicting data.

WANT TO LEARN MORE?

Check out the Pronamics Knowledge Base. There is an article on every feature in Expert Estimation and Expert Project. These articles are free to access and can be searched and bookmarked for later reference.

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