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Viewpoint MEP Estimating, version 10.3

• New option in Summary for Viewpoint Pricer. When receiving a fulfilled RFQ from a supplier, if the program cannot import the RFQ into the same column that RFQ was sent from, you will receive a prompt to resolve the discrepancy. For example, if an RFQ has been sent to Viewpoint Pricer, and then the custom column for that RFQ was removed, Summary will prompt you for what action to take when that RFQ is fulfilled.

• You can import it into a different column, if one exists

• You can create a new column to import into

• Or, you can skip the RFQ.

Viewpoint MEP Estimating, version 10.2

• When using Viewpoint Vista as your Accounting Integration option for imported jobs, you can allocate your financials (tax, burden, profit and overhead) within MEP Estimating before sending it to Vista. See the Profit & Overhead tab in Setting Up the Vista Bid.

Viewpoint MEP Estimating, version 10.1

• Viewpoint Vista(formerly Viewpoint V6) has been added to the Accounting Integration options. From the main screen, go to File > Options > General Options. Select the Accounting Integration tab. If you have the Project Management or Import Estimate in Project Management modules in Viewpoint Vista, you can utilize the integration.

• EZPricer: There is a new feature in Summary that allows you to “cherry-pick” the lowest price for material or labor items when you are using EZPricer or NetPricer. When you select Cherry-Pick Lowest Material Unit or Cherry-Pick Lowest Labor, it will pick the lowest price, and move that price to the Material Unit (or Labor) column. This feature can be used for multiple custom columns selected. Click on a header in the summary, then select Cherry-Pick Lowest Material Unit (or Labor). The program goes through all the selected rows and moves the lowest price from the custom column(s) to populate the Material Unit column and updates the Pricing Source column, as well.
  See EZPricer/Net Pricer Columns.

Estimating, version 10.0

• There are new settings in Summary > Preferences that will allow you to choose how your summary will look when printed, for example, whether to include Job and Estimate information or not. Go to Summary > Preferences. In the Printing and Export Options section, select Custom Print Header… See SFM Preferences Window.

• There is a new checkbox for Let Unchecked Levels Maintain Position on the Levels tab (go to Summary, select New Summary and select the Levels tab; from an existing report on the list, right-click, select Properties, then the Levels tab). If you check this option, any summary sections NOT selected in your summary maintain their existing section position. If this option not checked, the un-selected sections are moved to the bottom of the grid. See Sorting & Filtering.

• When launching the Design Spec Editor from Takeoff, the KeyPad now shows the size keys.

• A variance column has been added so that you can view the difference between the custom pricing from a supplier and the material unit price.

Estimating, version 9.5

• Two new columns have been added to Summary: Pricing Source and Field Labor Source. Changes to the Material Unit and Adjustment columns will update the Pricing Source column. Changes to the Field Labor and Adjustment columns will update the Field Labor Source column. Changes made to other fields will update Item Source column as expected.

• Pricing Source and Field Labor Source can be saved to the EPF.

• EiMartrix supports these new columns.

• Net Pricing: Summaries will now track if they contain net priced items. In the Summary Open dialog and the Bid Summary Select Summaries dialog, the $ column will now display additional icons to inform you if the summary contains net pricing. “NET” will be imposed on top of the $ icon to denote if the report contains net pricing. These icons are refreshed whenever the report is created or saved.
  If you select a net priced summary and attempt to apply subtotal adjustments to it in Bid Summary (or EiMatrix), you will get a warning & confirmation prompt.

• EZ Pricer: Handling of EZ-Pricer Excel Transactions has been enhanced. This includes the processing of portal emails, the ability to process and return .XLSX files (versus .xls) and the expansion of the number of items that can be exported. Please contact Viewpoint Support to enable this functionality.

• EZ-Pricer: On the EZ Pricer Supplier Info dialog, you can enter active codes to be sent and updated to your supplier (allowing the entered UPC, vendor and/or buyer codes to populate the summary item).

Estimating, version 9.4

• EZ-Pricer: When you send a new request, an acknowledgment of the quote sent to the supplier will now be sent to the User’s email address, rather than the company email address.

• EZ-Pricer: There is a new option to View Requisitions from Summary. This option was added to the right-click menu for Custom Material Columns. When you select View Requisitions, a dialog opens displaying a list of available requisitions, as shown below. Double-click on a file to view it.

• You now have the ability to change the name of an existing custom column. To do this, right-click on the column heading and select the Rename Custom Column option.

• When in Summary, you can now use the Analyze function to show the percentage of the total material and/or labor that your selected item (or group of items) comprises.

• There is a new check box on the Update Databook window: Ignore NET Priced Items: When this box is checked, Estimating will not update the items with NET Price in the Databook. If this box is unchecked, all selected items (NET Price or not) will be saved to the Databook.

• If you are using ProContractor as your accounting integration, you can now separate material and labor into their own cost codes. This is a setting in your Summary Preferences where you can select to turn this on by checking Create Separate Material and Labor Items.

•  There is a new Export Codes option in Summary Preferences that allows you to choose which codes are sent to accounting. Verify which codes are being exported by creating the export and examining the files for which codes are included. The screen has columns for all 9 of the codes.

• Summary Properties: If you are using the Create Separate Material and Labor Items option, you will be able to see this separation in your New Acct Bid or AC Bid reports. Go to Summary > New Acct Bid (or New AC Bid). On the Properties window, there is a new Divisions tab. In this tab, you can set an option to select what division/activity to use as a default for your labor items.

• Summary – Net Pricer Pricing: You can now select multiple items and then right click on the Mat Unit heading to select Change Net Price Flag to utilize the material adjustment for all selected.
  NOTE: The check mark status of the Edit Net Priced dialog defaults to that of the first selected item. This dialog updates the status of the items in the screen view. All of the selected items will have their Net Price flags either checked or cleared, and the view will update.

Estimating, version 9.2

• When you print a Summary, the Print Report window will display. On this screen, you will select the view you want from the Use View drop down menu. This way you can be sure to print the correct view each time. The Use View field will default to the last view that was printed.

Estimating, version 9.1

• Shop Labor Code can now be selected as a Pricing Code in the Edit > Update Databook options.

Estimating, version 9.0

•  Summary Properties window’s Level Adjustments tab now features two new buttons.    

1. Print allows for the printing of the adjustments.  

2. Filter Active Subtotals can be used to toggle the Subtotals list between all Subtotals in the Estimate and those that are used by Takeoff items in the Estimate.   The Filter Active Subtotals button will not appear unless Subtotal is selected under “Select Level Adjustments.”

• Material Substitution is now available for Summary.

Material Substitution allows users to specify either a list of specific Key-to-Key and/or more generalized Category-to-Category substitutions. These are configurable per-report, and the substitution takes place before the Items are priced.

Material Substitutions are configured in a new tab in the Summary Properties window. Each entry in this list can be toggled Active or Inactive. The Material Substitution tab is read-only when the Summary Properties window is accessed while editing a Summary Report.

• New options have been added to Supplier Xchange.  Additional options were added to allow users to specify how they wish to use alternate items. In addition, another option, Retrieve Average price for unmatched items, has been added. If this option is checked, when items that are sent to Supplier Xchange  are not carried by the supplier, the average market price will be provided.