WinEst User-Defined Filters and Advanced Reports. Ken Regier Sr. Business Consultant Trimble Buildings
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1 WinEst User-Defined Filters and Advanced Reports Ken Regier Sr. Business Consultant Trimble Buildings
2 Complete & Connected Workflow Concept Engineering & Design Build Handover Operate INITIATE DEVELOP DESIGN ESTIMATE PREPARE COORDINATE SCHEDULE LAYOUT MANAGE DELIVER
3 Overview Filters, views and reports Estimate sheets views are used to organize and display information for the estimator and for reporting Printing reports using page styles Custom reports using Microsoft Word and Excel Custom commands for one-click export
4 Learning Objectives Understand how Estimate Sheet Filters are used and customized How to customize Totals Page Filters Know how filters work with Page Styles to generate Standard Reports Basic understanding of how to create Custom Reports in Word and Excel How to create Command Buttons for singleclick Exporting
5 Estimate Sheet Filters Filter using a standard WBS to display the estimate broken out by Work Phases
6 Estimate Sheet Filters Filter using a hierarchical WBS to display the estimate using Uniformat
7 Estimate Sheet Filters Creating a Filter Column Layout Sorting Conditions Restrict List Page Style
8 Totals Page Filters Example of the Standard Totals Page filter Markup types are Net Markups Gross Markups Sales Tax Markups Step Bonds
9 Totals Page Filters Customizing a Totals Page Filter The Columns data controls which fields are displayed The Layout option allows you to insert items Page Style lets you set a specific print style
10 Totals Page Filters Example of a customized Totals Page filter Summary Table on top Followed by Net Markups And Gross Markups In tabular format
11 Standard Reports Standard reports are generated by using a combination of a filter and a page style The filter provides the content and formatting of columns The page style provides the formatting for the print engine
12 Standard Reports Filter column formatting to display currency symbol and show decimal places Columns can be moved and resized so they display nicely in reports Set column heading text as desired
13 Standard Reports Customizing a Page Style is where you make settings for the print engine There are numerous options and these can be saved as a custom style and used for specific reports
14 Standard Reports Report chains allow Estimate sheet filters Totals page filters Database reports Estimate reports Estimate tables
15 Standard Reports Report menu Chains Custom reports & forms Totals page Estimate items Estimate tables Estimate mixes Database reports
16 Custom Reports in Word You can generate a report in Word by Using pre-defined report templates Creating a custom template
17 Custom Reports in Word Edit the rtf file using Word Enter tags to generate data from the estimate Complete list of tags in WinEst Help under Custom Reports
18 Custom Reports in Excel You can generate a report in Excel by 1. Sending any filter to Excel with 1 click 2. Using pre-defined report templates 3. Creating a custom template Let s take a look!
19 Custom Reports in Excel You can generate a report in Excel by Sending any filter to Excel with 1 click Using pre-defined report templates Creating a custom template
20 Custom Reports in Excel Here is a view of using tags in an Excel spreadsheet to generate data from WinEst
21 Custom Reports in Excel Excel report populated with data from WinEst tags in the Data sheet
22 Custom Command for Exporting You can make a toolbar command button to export any of your Excel reports with one-click This is a command button to export a multi-tab Excel workbook Note too that a command button is used to link to Prolog with a single click
23 Questions We covered Estimate Sheet Filters Totals Page Filters Standard Reports generated from those filters Custom Reports in Word Custom Reports in Excel Custom Commands for exporting to Excel WinEst Filters and Advanced Reports
24 Thank You! Ken Regier Sr. Business and Education Consultant Trimble Buildings
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