Estimating Training

Cassell Consulting has offered Sage Estimating training for more than 20 years.

Course Description:
In the 2-day introductory course students will learn how to create an estimate from the beginning. This comprehensive training provides you with hands-on instruction you need to increase efficiency and productivity. This is an interactive class featuring practical examples and exercises. Our class sizes are kept small to ensure that each student receives individual attention.

Course objectives include:
How to create a new estimate
Managing database items
Using and creating templates
Assembly takeoff
Reporting
And More…

Seminar 1- Basic Estimating I
Create estimate
Item takeoff
Using new Add Item feature
Save 1-Time items to database
Add markups print
Review, & re-print the finished estimate
Using file tools
Export to pdf, xls

Seminar 2- Estimating Basics II
Estimating Templates: Build & use
Define, assign & organize the Estimate with wbs codes
Assembly takeoff: adding items to assembly
Review assemblies
Replace passes
View & print assembly audit
Printing custom reports

Cassell Consulting has offered US Cost Success training throughout the US, Asia, and Western Europe.

Course Description:
In the 2-day introductory course students will learn how to create an estimate from the beginning. This comprehensive training provides you with hands-on instruction you need to increase efficiency and productivity. This is an interactive class featuring practical examples and exercises. Our class sizes are kept small to ensure that each student receives individual attention.

Course objectives include:
How to create a new estimate
Building and using project trees
Creating and assigning labor, equipment, and material resources
Importing costs using RSMeans libraries and legacy estimates
Applying markups and taxes to a project
Utilizing contractors in an estimate
And More…

Agenda:
Day 1
Navigating Success Estimator
Creating A New Project
Project Trees: Building, Hierarchy, Tree display
Detail Item Assignments: Fields, Creation, Notes, Direct Costs
Screen Management, Access and Reviews
Labor and Equipment Resources
Contractors: Fields, Creating a contractor, Markup Vendors, Assigning Contractors/Vendors

Day 2
Transfer Information between Estimates: Click & Drag, Cost Item Browser, Lookup Tool
Level Markups, Totaling the Project, Applying Markups (Tax Rates if Applicable)
Assemblies: Creating Assemblies, Multi-Level Assemblies
Printing / Reports, Bill of Materials, Active Views, Previewing Reports
Adjusting Data