August, 2019

Introduction

These Release Notes describe the new features and enhancements that are in version 9.0 of the Trimble® Accubid® Enterprise software.  For additional support information, please go to http://mep.trimble.com/support

 

New Features, General Enhancements, and Bug Fixes

We appreciate your feedback and are continuously evolving the product to meet the needs of our customers. Various improvements have been made to this version with a focus on enhancing the user experience by providing the user consolidated views of the missing data in certain areas of the application, reducing the amount of time the user waits for the application to finish performing heavy operations and by providing the user an easy way to handle and manipulate the data without having to change screens multiple times.  We are confident that these changes will reduce the amount of time you spend reviewing data resulting in a faster and more accurate estimate and overall customer satisfaction.

 

New Features and Enhancements:

 

Better Search Capabilities (Project, Estimate, Contract and PCO)

Knowing exactly in which folder and sub-folder a project resides can be difficult at times.  Navigating the project folder tree one folder at a time can be time consuming.  For these reasons we added the ability to search the entire list of projects and with this version we have enhanced this feature to include the option to expand the project folder tree.  This means that the project folder tree will expand to the exact location of the found project.

To initiate this feature, right click on the desired project and select Expand Folder Path and you will notice that the Project Folder Tree will dynamically expand to the folder and sub-folder path location.

 

 

In addition to this new feature, we are pleased to now offer the ability to search for Estimates, PCOs and Contracts that were previously not visible in the Project Schedule Screen.  This feature will drastically reduce the amount of time estimators and project managers will spend looking through individual folders and projects to locate a specific Estimate, Contract or PCO.  To activate this search, click on the Search icon in the toolbar and select if you are searching for an Estimate, Contract or PCO:

  1. The search criteria require a minimum of 3 characters and is searching for those characters anywhere within the Name or Number field.

  2. You can further refine your search results by typing within the toggle filter row in the dialogue box.

When you have located the Estimate, Contract or PCO that you wanted double click the row and it will automatically open.

 

 

Identify and address missing Cost Allocations for Bid Breakdown

Doing Cost Allocation of the different BidBreakdown categories across the different Closeout Screens, is one of the most important tasks. However, missing an allocation in one of the Breakdowns on one or more of the Closeout screens is a common problem that was not easy for users to find and to correct. Currently Bid Breakdown will run through each tab in Closeouts one at a time and will display an error if values needed to be allocated, the message was not clear, and the user had to go fix the error before returning back to the Bid Breakdown screen, only to find that they are missing another value on another screen

Now we have improved the user experience by consolidating all the missing Cost Allocations on all screens in one dialog form - seen below -which gives the user one clear view of all the missing allocations on all screens. The new form gives the user the following: 

  1. A quick consolidated view of all the allocations on all closeout screens

  2. The form can stay open and floating in the application while the user moves between the different screens of the application allocating the missing allocations

  3. The user has the ability to print the consolidated view 

 

 

Export PCO / Estimate schedule and summary fields to Excel

There is a need by the Project Manager to track, review and report on the projects they are managing. There was no easy way to get a quick consolidated view of the data the Project Managers are looking for. 

Now the user can go to the Estimate or PCO schedule screen, change the column order to their desired order and Export these views to Excel. This gives the user the ability to get all the information they need out of the Job Schedule screen and into Excel.

 

Export to Excel when an Estimate or PCO is frozen

It is a common practice to freeze an Estimate or a PCO after it has been awarded in order to protect the data. However, there are times when the user would need to extract the Job’s data by exporting the Job’s data to Excel or exporting the Job using an Excel Template. Currently there is no easy way to accomplish this task, the only way was for the users to ask a Power User that has access to freeze/unfreeze jobs to go into the system and unfreeze the job in order to export to excel. This was a convoluted workflow and was prone to errors. 

Now, users have the ability to go into a frozen job, go to the Export tab and do an export from within the frozen job. This workflow guarantes the data integrity of the frozen job, also protects the system from any unintended modifications to a job

 

Hide Deleted Estimates and PCOs

A feature that has been requested often is to have the ability to hide deleted estimates and proposed change orders (PCO’s).  This new feature allows you to decide if you want to see deleted estimates and PCO’s or hide them. You can do this by selecting the Hide Deleted ICON from the toolbar.

 

Budget Estimating

Pricing work with a limited design has always been a challenge and to help with this we have expanded the functionality of Breakdown Typicals to accept a value to 3 decimal points (1.000).  This will accommodate using takeoff from a previous estimate with a factor applied to price a similar job with limited design to come up with a budgetary number.

 

Group by Takeoff Description and Sort Codes

Several users have asked for the ability to group the Extension data by “Takeoff Description” and “Sort Code”. We have improved our Extension grouping functionality to allow users to group by Takeoff Description in combination with any other Breakdown. The only stipulation is that the “Takeoff Description” has to be the first or last field in the grouping order. 

  

Know last Takeoff resolved information

There is no need to re-resolve a takeoff if you know it has been recently resolved. Two new fields have been added to the Takeoff Audit Trail: Last Resolution Time and Last Resolved By. Using these two new fields, you don’t have to guess when the takeoff last resolved, Or if it was last resolved by the Junior Estimator or the Chief Estimator trying to finalize the Bid.