4.04.00 Subs Tab

Subs Tab video

The Subs Tab allows an estimator to enter and keep track of subcontractor (Subs) bids. 

Each column can be sorted by clicking once on a column header, then again to toggle between ascending (arrow up) and descending (arrow down).

To add a new Sub entry

• Click the New Button ; right-click anywhere on the Subs Tab window and select New Subs Bid; press <Insert>; or click File > New > Subcontractor - a new, blank line is added to the Subs Tab

• Click the Lookup button in the Subcontractor column to open the Contacts list (or simply type in the first few letters of the Sub name), see Contacts for how to add a Subcontractor contact to the database

• Click on a Sub from the Contacts dialog and click Select - the Subcontractor is added to the Subs Tab

• Enter a Section or click the Lookup button  to select from a list

• Enter the Bid Amount, if known, or use the Subcontractor Bid Worksheet (explained below) to calculate the amount

• Enter a value in the Net Adjust % if applicable, this increases the subcontractor Bid total anywhere that total occurs, such as in Bid totals, Markups, and Bid reports, etc.  The percentage value is not indicated in the reports - only the total, including the adjustment, is displayed.

• Click the Lookup button to select an Area to which the Sub amount is assigned or check the Multi box to break subcontractor's Bid across multiple areas.  If the Multi box is check, the Subs Multi-Area dialog opens - enter the dollar amount to assigned to each Area.

• Check MBE or WBE for minority or woman-owned businesses

• Enter a Cost Code for the sub Bid total or click the Lookup button to select from a list

• Enter Notes (as applicable)

Using the Subcontractor Bid Worksheet

• After entering Section and Subcontractor information,
• Click the Subcontractor Bid Worksheet icon in the Quantity cell, the Subcontractor Bid Worksheet dialog opens

• Click New to add a new line
• Enter all of the values - the line item totals display in the last column
• The grand total for all line items displays in the lower right section of the dialog

Using the Subcontractor Bid Worksheet fills in the Bid Amount field on the Subs Tab - other entries, such as Net Adjust%, Area, Cost Codes, can then be entered.

• To Accept a Subcontractor quote place a check in the Check box located to the left of the Section field.  Checking here accepts the subcontractor Bid into the Bid total.

Subs Tab Context Menu

Depending on where the right-click occurs, slightly different options appear in the Subs Tab Context Menu.

Right-clicking on the Section, Subcontractor, Area, and Cost Code fields gives you the option to open the appropriate Master List.

Equip (Equipment) Tab