Setting Up the Vista Bid

The Template tab allows your to save Bid Export Report setting configurations that can then be selected for future Bid Export Reports involving the loaded Estimate.

ADD: Use to add a setting template to the window. When a saved template is highlighted, the settings of the Properties window are changed to how they were configured when the template was added. In addition, any selected Default Items will be added into the Bid Export Report.

COPY: Use the Copy feature to copy the selected bid export template within the current bid or to copy the bid export template to another data set or another estimate. Follow the prompts on the Open Summary window to select where you want to copy the bid export template to: Data Set or Estimate.
Note: Remember to rename your copy to a descriptive name that suits your needs.

RENAME:  Use to rename the selected template.

DELETE: Deletes the selected template.

When accessed through the above methods, the Template tab will feature an additional button: View Default Items.

VIEW DEFAULT ITEMS:  This option opens an empty Bid Export Report screen. You can then takeoff default items which are added to the report when it is run. The Default Items screen functions just like a regular Bid Export Report. However, you cannot actually create a bid file.  

The General tab contains general settings for the Bid Export Report.

NAME:  By default, this field is set to the name of the Estimate. It can be modified if desired.

REPORT DESCRIPTION:  A brief description of the Bid Export Report. If a template is selected, its name will be automatically entered into the field.

COMMENT:  Comments on the Bid Export Report can be entered in this field.

LABOR BURDEN %:  Enter the labor burden percentage.

LABOR RATE:  Enter the labor rate value.

TAX %:  Enter the tax percentage.

Profit & OverheadIn the Overhead % and Profit % columns, select Per Cost Type or Overall.  

INCLUDES OVERHEAD:  This option allows profit to be drawn from overhead during calculations for the Bid Export Report.

PER COST TYPE:  In this area, you can set the Overhead or Profit percentage for individual item types that are in the Bid Export Report.

OVERALL:  This setting allows you to set an Overall % for Overhead or Profit for all item types.

USE LABOR PERCENTAGES FOR ALL LABOR VALUES:  If this box is checked, the Labor overhead and profit are applied to all labor values, regardless of their cost type.  

In the Divisionstab, specify overrides for the segments used in Bid Exports for Field Labor and Shop Labor cost type items.

Check the box next to Use Field Labor Overrides. Then use the drop down arrow next to each Segment field to select the segments you want used in the report.

Check the box next to Use Shop Labor Override. Then use the drop down arrow next to each Segment field to select the segments you want used in the report.

The Segment 1, 2 and 3 entries for Field Labor and Shop Labor correspond to the segments selected in the General Options Accounting Integration tab.

This tab provides a place for you to store notes regarding the Bid Export Report.

This tab allows you to specify which Takeoff Sections you want included in the Bid export file. To select/deselect a Section, click on the box by the Section’s name. By default, all Sections are initially selected. In addition, you can use Select All to quickly select all the available Sections.

You can also filter what is included in the report by any of the six user-defined levels or by Sections. To do so, use the drop-down menu beside Include the following checked. You can also use Show Entries to display the number of items in any particular Section or user-defined level filtered.