Reports – An Overview

Question:

What are the various EDGE Reports for?

Answer:

Below are most of the reports available in The EDGE. There are some other that are not included, but those listed should provide a good overview.

  • Recap – Summary of job pricing including taxes and markups. Use this one for your bid price. If you have multiple subdivisions, you may have more than one recap Report.
  • Consolidated – All material, labor, general conditions, etc. but no taxes or markups. Items may occur multiple times in the job, but are combined together here.
  • Pricing Fax – For sending to your supplier for material pricing – Can print the entire scenario, or mark only certain material to print rather than all.
  • Drawing Report – Typical drawing of measured quantities with legend. In general, drawing reports can be used when reviewing the project in-house, discussing with the owner, or to communicate with your field personnel.
  • Drawing with Background – When the project was measured using an electronic plan (or background image), you can decide to print or not print the background image.
  • Drawing with Dimensions – This was a different project, but includes dimensions and labels added by the estimator. As you can see, this may be used to indicate project management issues like where to stock material, crane access, etc.
  • Stocking – Provides a list of material for easy stocking.
  • Condition Summary – Each job condition (or detail measured) with a summary of costs. Good for checking the overall cost of a wall flashing, curb, etc. which can assist with change order information or rule-of- thumb spot checking.
  • Condition Detail – Each condition on each page with every item listed. When you need to see where every item is coming from or trying to troubleshoot estimate problems, this one gives you the most detail.
  • Pricing Purchase – When buying out the job, you can see your estimate prices as well as a place to fill in the actual price purchased at. Often used by the company’s purchasing agent.
  • Labor Adjustments – Time – Labor only in hours and days
  • Labor Adjustments – Units – Labor only by unit cost and hours
  • Account Code – This is a sample of a custom report that can be created and saved for future use. If you create your account codes and assign them to the items, this can save hours of time setting the project up for your cost accounting system after you are awarded the project.