Level Adjustment Examples

Example 1: As you begin Takeoff, you setup a Section with a Material Factor of 2.00 and a Labor Factor of 1.50 (in the Open Section window). However, you take off items with Material Factor and Labor Factor both set to 1.00. If you edit the item in takeoff, its Material Factor and Labor Factor both show 1.00 because the factors set in the Open Sections window only take effect in Summary. After you take off several items, you edit item 2050005 to a Material Factor of 3.00, leaving Labor Factor at 1.00. The chart below shows how the adjustments are calculated when you run a Summary with Section level adjustments on.

Takeoff Section:

 

SECTION level adjustments ON in Summary

 

Mtl Factor

2.00

 

 

Lbr Factor

1.50

 

 

Takeoff item 2010005

 

Summary item 2010005

 

Mtl Factor

1.00

Mtl Adjustment

2.000

Lbr Factor

1.00

Lbr Adjustment

1.500

Takeoff item 2050005

 

Summary item 2050005

 

Mtl Factor

3.00

Mtl Adjustment

6.000

Lbr Factor

1.00

Lbr Adjustment

1.500

 

Example 2: This example uses the same Takeoff item examples as Example 1, however, this time, you setup an estimate Subtotal with a Material Adjustment of 10.00 and Labor Adjustment of 5.00 with the percent operation (in Estimates > Estimate File Maintenance > Subtotals). The chart below shows how the adjustments are calculated when you run a Summary with Subtotal level adjustments on.

Estimate Subtotal:

 

SUBTOTAL level adjustments ON in Summary

 

Mtl Adjustment

10.00%

 

 

Lbr Adjustment

5.00%

 

 

Takeoff item 2010005

 

Summary item 2010005

 

Mtl Factor

1.00

Mtl Adjustment

1.100

Lbr Factor

1.00

Lbr Adjustment

1.050

Takeoff item 2050005

 

Summary item 2050005

 

Mtl Factor

3.00

Mtl Adjustment

3.300

Lbr Factor

1.00

Lbr Adjustment

1.050

Example 3: This example uses the same Takeoff item examples as Example 1, in addition to the Section factors and the Subtotal adjustments. The chart below shows how the Section factors and the Subtotal adjustments are applied when you run a Summary with both Section and Subtotal level adjustments on.

As the chart shows, the Section adjustments are applied first (Section Material Factor and Labor Factor multiplied by the Takeoff item Material Factor and Labor Factor). Then, the Subtotal adjustments are applied to those results.

Takeoff Section:

 

SECTION and SUBTOTAL level adjustments ON in Summary

 

Mtl Factor

2.00

 

 

Lbr Factor

1.50

 

 

Estimate Subtotal:

 

 

 

Mtl Adjustment

10.00%

 

 

Lbr Adjustment

5.00%

 

 

Takeoff item 2010005

 

Summary item 2010005

 

Mtl Factor

1.00

Mtl Adjustment

2.200

Lbr Factor

1.00

Lbr Adjustment

1.575

Takeoff item 2050005

 

Summary item 2050005

 

Mtl Factor

3.00

Mtl Adjustment

6.600

Lbr Factor

1.00

Lbr Adjustment

1.575