Estimates
Build a priced, versioned estimate with a full rate build-up, then push it straight through to the project budget and cost assignments.
Who it is for. Estimators who need their rate build-ups to flow into the project budget without retyping, and enterprise PMOs who need an AACE class and revision chain for stage-gate review.
What it is for
Capital-project estimates are almost always built in spreadsheets, then re-keyed into the cost system as a budget — and the two drift apart the moment either changes. This keeps the build-up and the resulting budget in one place, and pushes line items into cost assignments without creating duplicates if it is run again, so the estimate is the budget rather than a document that preceded it.
Rate build-ups, AACE classes, markups, cash-flow phasing and the push into schedule cost assignments stay together in one application. The estimate feeds the budget directly, while linked revisions preserve the history behind each approval.
What it does
Every line below is in the product today.
The full markup ladder
Direct cost through escalation, contingency, overhead and profit, with overhead and profit distributed pro-rata back onto each line so burdened line totals sum to the estimate total.
AACE 18R-97 estimate classes
Class 5 through Class 1, each carrying its published accuracy range and applying it to the total.
Unit rates you can defend
Each line opens a build-up sheet — labour, equipment, material, subcontract, other — whose sum becomes the unit rate. A rate is a composition, not a number someone typed.
A real formula engine in the sheet
Excel-style formulas with a formula bar, cell and column references, and a drag fill handle that shifts relative row references the way a spreadsheet does.
Custom columns that feed the estimate
Define your own columns with formulas, number or currency formats and footer aggregates, then bind one to feed quantity or rate.
Revisions, and an approval that supersedes
New Revision clones the header and every line, build-ups and phasing included, linked back to its source. Approving one automatically supersedes other approved estimates on the project.
Push to budget, twice, safely
Line items become planned cost assignments in burdened or direct-only mode — and, wherever a resource and activity are named on the line, planned resource hours too. Re-running the push does not duplicate either.
Cash flow from the estimate itself
Per-line distribution curves — linear, S-curve, front or back loaded, or custom weights — drive a weekly, monthly or quarterly cash-flow view with a cumulative row.
It reads and writes with
Cost Assignments
Allocate budgeted cost to activities, WBS elements or the project, and track it from planned through committed to paid.
Cost Types
A project’s own cost-code library, seeded from a shared global library so every project reports against the same chart of accounts.
Cost
One cost dashboard that adds up cost assignments, resource assignments and activity fixed costs without double-counting them.
See it on your own schedule.
Send an XER before the call and we will import it and show you Estimates running against your data.