Calculations

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Calculations

  1. 1. ProjecTrackerSM<br />Drawthe roof Driveyour business<br />
  2. 2. CALCULATIONS<br />
  3. 3. 1<br />2<br />Calculations<br />Catch Data from RCSiEstimator<br />1<br />Select “yes” or “no” for ProjecTrackerSM to Create an “Economy Bid” - calculations are based on your company’s<br />“economy bid” default preferences (an option for the homeowner whose primary concern is price).<br />2<br />3<br />Edit applicable drop down menus in Company Standard Materials or “Leave Standard”. Click “Submit”. <br />3<br />
  4. 4. Calculations<br />After clicking “Submit”, ProjecTrackerSM will generate calculations for the roofing job with your company’s materials.<br />1<br />2<br />Select the orange material titles to view estimate calculations.<br />1<br />2<br />
  5. 5. 1<br />3<br />2<br />Calculations<br />If the client requests a new proposal that requires you to change specifications/ showcase different materials while using the existing drawing data,then you select “Catch Data” and “Create New Number”. A new client subset number (CF# 25000.01) will help you accurately track proposals for your client. <br /><ul><li>For example, selecting CDX vs. OSB;15# vs. 30# ASTM Felt Paper; different materials/ material groups. </li></ul>1<br />If there was an error made in your original roof drawing in RCSi Estimator, you may re-catch data and overwrite existing data to erase your previously stored data. <br />2<br />3<br />Make selection and select “Submit”.<br />
  6. 6. It is always best to edit your roof drawing in RCSiEstimatorand send the data to the server. If computer with RCSiEstimator is unavailable, this is a secondary option. First, select “CLIENTS” tab and select “Add Optional Client Data” and create a new subset #. <br />Calculations<br />Select “Edit Raw Data”as a secondary option to editing the roof drawing in RCSi Estimator. *Only use if RCSi Estimator is unavailable. Select “Submit Changes”.<br />1<br />1<br />Select “Edit Surfaces” and select radio button for areas you would like to edit the surfaces on.<br />2<br />2<br />3<br />Select “Edit Skylights” and edit any applicable skylights.<br />3<br />Select “Edit Chimneys” and edit any applicable chimneys.<br />4<br />4<br />
  7. 7. 3<br />1<br />Calculations<br />Select “Print Calculations”.<br />1<br />Select orange text to print estimate calculations for a specific material. The material cost breakdown includes labor, materials, dump fees, profit, etc.<br />2<br />3<br />Select “File”, “Print”. <br />2<br />
  8. 8. 2<br />1<br />Calculations<br />Select “View/Download Raw Data.<br />1<br />Select “View” button ( ) to view raw data (surfaces, skylights, and chimneys). Select “Print” or “Close”.<br />2<br />3<br />Select orange button to “Download Records to Excel”. Select “Open” or “Save”.<br />3<br />

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