Costing Page

The Costing page is a spreadsheet-style take-off list of all the cost items in your design. The parts that make up your design are listed, but you can also add your own cost items with the Add Cost Item toolbar button (). Any part that is a symbol is not included in the costing. Any parts that are hidden or filtered out in this page are also not included in the Report page.

You Can Edit Fields in the Costing Page

Fields that have a white background can be edited, but fields that have a grey background are generated by the program and cannot be edited. Totals rows are shown highlighted with a light blue background. Some data, such as the unit price of a part, its price modifier, or its installation cost is still editable even though it comes from the parts catalog. Any changes you make are stored in a Catalog Edits File that is loaded after you have loaded your selected catalogs. Any new value you give it will be used the next time you use that part. These modifications are stored on a per-user basis, so any changes you make will not change the costings of another user using the same computer. You can have multiple catalog edits files on your system so that you can choose between different pricing schemes if you need to. You can use the menu item Import -> Catalog Edits File to import a new catalog edits file. You can only use one catalog edits file at a time, however, so if you want to use multiple pricing schemes at once you will need to merge your edit files into a single file using the context menu item Merge Edits With in the Select Catalog Edits File dialog. A number of options settings can be specified in Tools -> Options -> Costing -> Catalog edits to give you fine control over how catalog edits are used.

Cost Items

Cost items may be hidden using the Hide Items button (). This tool lets you easily modify your costing table for ordering different sets of components from different suppliers, for example. The tool is available from the toolbar or from the context menu (the context menu is opened by right-clicking anywhere in the spreadsheet), and will hide whichever rows you have selected. Cost items which are hidden are no longer added to the total cost shown in the Totals row, and likewise do not appear in any parts tables in the Report. Hidden items are also excluded from automatic parts orders. Pressing the button again will unhide all hidden cost items. You can use the context menu tool to hide additional items when some are already hidden.

Clicking on the pull-down arrow on the right side of the Filter Items button () lets you filter the items shown in the costing list. You can filter either by the part manufacturer or (if you have multiple levels) by plan level or by design mode (refrig, evap, etc.). Only those items passing the filter are shown and costed - all other items are hidden, in the Costing page as well as in the Report page. The Remove Filters drop-down item will show all hidden items just as the Unhide All button does. Any active filters are shown in the status bar.

The leftmost column may contain icons next to an item. The red not-drawn symbol () means that the item is not drawn in the final report diagram (to keep it from becoming cluttered). The check mark () means that item has been selected as an always add item. Always add items are added automatically to any new design you create so you cannot forget them. They are set with the context menu item Always Add This Item. If you mark a drawn part as always add, then it will also be inserted into the design canvas in a new design, so long as its product code can be found in your loaded catalogs.

You can also edit an item in the price modifier column. To specify a discount, use a negative modifier (e.g. -10%), or to specify a price mark-up use a positive modifier (e.g. 10%).

The Fix order can be edited for any item, and can take any value from 0 to 9. A value of zero means that the fix order is undefined. (The fix order is the sequence in which parts are installed in a building during a new build).

Offcuts

The Costing Options control what to do with offcuts from drawn parts such as flexible ducting. You can choose to always use whole lengths, or to reuse offcut pieces. Offcuts are only reused if they can be used as a whole length themselves, without having to be joined to other offcuts. Offcuts are not reused for rigid ducting.

You Control Which Columns Are Shown

Any columns may be hidden by right-clicking on a column header to bring up the context menu, and selecting Hide Column or unchecking the column title. Any hidden columns can be shown by checking its column title, or by selecting Unhide All Columns.

Currency Settings

The program uses the currency of your default location as set in your Windows settings. If you need to change the currency that is used, set your computer to be in the location that uses that currency.

Adding Other Cost Items

There are three ways you can add in additional costs that are not physical catalog items:

1. Using the Add Cost Item toolbar button () lets you add any item to the costing take-off. You can edit the item's description or even its product code, so it can represent anything. Naturally a Cost Item of this type does not exist on the canvas.
2. You can specify labour costs (see below) that are associated with any part that you've added from a catalog. These can be given in currency or time values.
3. You can add cost items, including labour cost items, as special catalog items that you can add to the canvas from costing catalogs. These will appear in your costing take-off list as regular part list items, but ones that only have a price, and no other function. You just need to have a catalog with cost items loaded. You can edit the labels and prices of any of these items to suit your own requirements.

Labour Cost Estimates

There are options to automatically cost the labour involved in installing your system. In the Menu item Tools -> Options -> Costing you can choose to include the install costs as install time (with an estimate of the time in minutes taken to install each component), or install costs (with a fixed labour price for each component). Selecting either one of these options will add the labour costs subtotal row to the spreadsheet, and add this to the total cost. (Adding both of them will display both columns, but will not add their respective subtotals to the total cost, as it would not make sense to add them twice). The install time is given in minutes, and you will need to set your labour cost per minute to calculate the total labour cost with this option. Hovering the mouse over the install time will show a tooltip with the value converted to hours and minutes, and hovering over the cost per minute field will show you the labour rate per hour.

Tax as a Cost Item

You can also elect to show a cost item row for tax in the same options Menu item (Tools -> Options -> Costing). Checking the Show tax row checkbox will display the tax row, and you can edit the Modifier percentage which is added to the total cost.

If you are displaying the tax row, you will also get the pre-tax mark-up row added, which allows you to control if any mark-up is pre or post tax.

Minimising Your Costs

If you right-click to bring up the costing page context menu, you can select the Replace Part menu item to see which parts you could replace the current selection with from your loaded catalogs, and what the effect that would be on your total price. The cost difference is shown next to the part, inclusive of all taxes, install costs and mark-ups.

The replacement parts are listed in order of savings, with the cheapest parts listed above the more expensive options. Parts that will reduce your costs are shown in green, those that have no effect are shown in black, and those that will increase your costs are shown in red. This makes it easy to optimise your costs if you have access to multiple suppliers.

Ordering Parts

From the costing page, you have a number of options to get your take-off list to your supplier, or into your favourite stock management or CRM software:

• Manually exporting to a CSV or Excel file with the menu item File -> Export Costing.
• Email Ordering from a supported supplier using the shopping trolley toolbar button Order From... ().
• Uploading using the Upload to Cloud toolbar button () which supports using the URL of specific software such as simPRO, a webhook, or an email address.

Choose the method that works best with your business processes. These methods are all covered in detail in the section How do I Order Parts?

Stock Management

The columns 'In Stock', 'Dispatched', and 'Date Dispatched' can be shown for each cost item. This allows you to manage your own stock levels within your company. (You can show or hide these or any columns on from the header row context menu). The program will maintain consistent settings automatically, for example if you mark an item that is not in stock as dispatched, it will force the in stock checkbox to be checked as well. If you are ordering using the shopping trolley toolbar button your ordered items will automatically be marked as ordered.

Highlighting Rows

The layout of your costing table can be customised using the Highlight Row toolbar button (). Item rows can be highlighted by choosing any combination of text font, text colour, and background colour for that row. Current highlight styles are shown when you open the drop-down list of styles, plus you can add or modify any style by choosing the Set Highlight Styles item. You can even define the default Normal style to suit your preferences.

Finding Costed Items in the Design

If you need to locate a specific item type or types in your design, you can use the context menu item Select in Design on any selection of cost items. This function will highlight those items by selecting them in the Design page. For this to be effective, the Parts tool tab must already be selected in the Design tab, otherwise subsequently changing to the Parts tab will clear the selection.

The next page is the Report page.