top of page

SharpeSoft IPM Fast Trax 1/8: Easy Steps for Creating a New Project and Estimate

Updated: Aug 2, 2023

Scroll down for 3 helpful videos!

To create a new job, you will go to the Projects window, open the Insert Project wizard and enter information in the required fields. Then you will activate the job so that the system knows that it is the job you want to work on.


Open Insert Project Wizard


Open the Projects window by going to the Setup menu and clicking Projects (or just click on the Setup projects toolbar button). In the lower-left corner, click Insert (or right-click inside the window and click insert in the context menu). The Insert Project wizard will open. You will use this window to set up your new job.



Enter Data into the Required Fields


To set up a project you only need to enter information in two required fields - Project Number, and Project Name/Description. Click in a field and enter your data. When finished, click OK. Your new project will now be included in the Projects window.


NOTE: Although you only need to enter information into the first four fields to create a job, you should enter as much data as possible in all of the tabs. While in the Insert/Edit Project window, press F1 to open the system Help to learn what other details should be added to this window and how that information is used throughout the system.


Before exiting the window, be sure to activate your project. A project must be activated before

you can work on it in other system windows. Click Activate at the bottom left of the Insert

Project (New) window. Click OK.


The window will close and you will be returned to the main Projects window. Your new

project will be highlighted in light blue on the screen to show it is activated. If you ever need

to enter the window again, simply double click on the project you want to edit and select Edit

Project in the Activate/Edit Project window.


Exit out of the Projects window.


Inserting Standard Items in the Bid Items Window

Go to: Project menu > Bid items (Ctrl+B)



Now, you will enter all of the project’s Bid Items into the Bid Items for window. You can

either choose bid items from your pre-configured Standard Items table, or manually enter new bid items that have not yet been assigned to Standard Items.


Right click in the Std. Item column and select Insert from the context menu. The Select

Standard Items window will open.


To select multiple Standard Items, click the node icons to expand the standard item tree to the item level (items are indicated by a Shovel icon. Click on an item and press the space bar to mark it. This will ‘mark’ the item and highlight it in the window.


Continue in this manner until you have marked all the items you want. If you are selecting a number of items and want to review all that have been marked before copying them into the Bid Items window, click View Marked Items in the Actions menu.

Selected standard items are copied into the Bid Items window in the order in which you mark them. The Marked Standard Items window allows you to review your marked items and, using the arrow buttons at the bottom, place them in the order in which you want them to appear in the Bid Items window. You can also delete an item from the list by right clicking on it and selecting Delete from the Context menu.

After reviewing your marked items, exit. The Marked Standard Items window will close and you will be returned to the Select Standard Items window. From there, press Enter.

Manually inserting original Bid Items into the Window

To insert an original bid item (an item not included in your Standard Item table), right click on the Project Name at the top of the window and select Insert from the Context menu.


The Insert Bid Item (New) window will open. You will use this window each time you need to create a new bid item. The Item field (which is the bid item number), item Description, and UM fields are all required.

To review other fields and the information they contain, press the F1 key while in the window to review the online Help. When finished, click OK. This returns you to the Bid Items window.

Next, you will need to enter quantities for each item that does not already have one. Click in the Quantity column and enter a value for each item that needs one.


Reviewing Historic Pricing for Standard Items

Click the Change Historic Price Display Options button in the Toolbar to look up historic pricing information for all bid items with Standard Item Codes (SIC). This opens the Edit Historic Price Display Options window.


If you want vendor specific pricing, click on one of the first five filter options in the Price Type panel. If you want Non-Vendor Specific pricing (high/average/low of all vendors included in your Standard Items database), click on the last option in the panel.

  • To review other filtering options in this window, press F1 while in the window to review the online Help.

After making your desired selections, click OK.

If you selected one of the Vendor Specific options, you will be prompted to select the vendors you want included in the search. Mark the vendors in the select window by holding down your Ctrl key and clicking on each vendor you want. Once you have marked the vendors you want included, press enter. When the search is complete, your Bid Items window will display the historic unit prices for the vendors you selected, based on the filtering options you selected in the Historic Pricing window.


If you selected the Non-Vendor Specific option, lowest, average, highest, and closest quantity unit prices will be displayed.

Initially, each item’s lowest price will be highlighted/selected. To use displayed prices in your estimate, you can select an entire column for all items or you can select individual prices for each item (you do not have to select the lowest pricing).

To select an entire column of pricing, double-click on the column header. To select a single cell, click in the cell you want and press the space bar. Once you are finished selecting the desired pricing, click Copy the selected prices in the toolbar to move the selected prices into the Unit Price column for your estimate. You can then click on any item’s Unit Price and manually change it if needed.


Conclusion


Getting started with SharpeSoft is a breeze. Whether you are looking to create a new job or add one, SharpeSoft has got your back. We have the tools and expertise necessary to help you make it happen without breaking a sweat.


You can continue on to other helpful Fast Trax articles below. To learn more about this particular subject, consult your system Help manual, or just give us a call and we’ll be glad to walk you through it.



IPM Fast Trax Help Bid Item Historic Insert Project New Job



53 views0 comments

Comments


bottom of page