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      Understanding OnCost™ Estimating Column Views

      ConstructionOnline™ provides multiple default column views for OnCost™ Estimates to support the best construction estimating workflows for every phase of construction management.

      Flexible Estimate Column Views allow individual ConstructionOnline™ users a variety of options for customizing the experience of building, managing, and reviewing construction estimates. All ConstructionOnline™ users have 5 intuitive default views available for viewing Estimates - 

      1. The Simple Estimate view is a summarized view which displays essential data points within the Estimate, such as Quantity, Unit Cost, Base Cost, and Total Price. 
      2. The Advanced Estimate view is ConstructionOnline's most comprehensive default view, including more than 20 columns of detailed estimate data, like links to Takeoff, Assemblies, & Attachments, expanded cost details, and tax & markup information. 
      3. The Job Costing view provides a thorough breakdown of construction cost data as it progresses over the course of the job, featuring values related to Change Orders, Adjustments, Actuals, Committed Costs, and Profit. 
      4. The Budget view is a condensed view which offers key figures for financial project tracking, such as Resource, Status, Change Order Price, and Total Price. 
      5. The Invoicing view offers a focused configuration of construction estimate data that supports the effective management of construction Invoices and Payments, including Invoiced Amounts, Paid Amounts, and Remaining Balance calculations. 

      The chart below lists all available Estimate Columns and documents those that are included by default for each of ConstructionOnline's 5 pre-defined views.

      Download the Estimate Column Views PDF.

      ESTIMATE COLUMN VIEWS

      Estimating Column Views 2022

      CUSTOM COLUMN VIEWS

      Estimate Column Views in OnCost™ Estimating can be easily customized per individual Company Employee to suit different roles and/or scenarios. Users can access the Column Selector within the Estimate by right-clicking on any Estimate Column Header and choosing "Show/Hide Columns."

      Default settings for Estimate Column Views can be restored at any time by choosing the option to to "Restore Defaults" which is available at the bottom of the Column Selector window. 

      THINGS TO CONSIDER

      • The columns for QuickBooks Actuals, QuickBooks Committed Costs, and QuickBooks Invoiced Amounts (highlighted above in green) are automatically displayed for Project Estimates where the Project is integrated with QuickBooks.
        • Conversely, the QuickBooks columns are automatically hidden for Project Estimates where the Project is not integrated with QuickBooks. 
      • The columns for Change Order (CO) Cost and Change Order (CO) Price are exclusively available for Project Estimates and always hidden for any Opportunity Estimates. Learn more about Opportunities and available features. 
      • The columns that are available for inclusion when viewing the Estimate Project Totals Sheet are limited. Standard Project Totals views do not include - Quantity (Qty), Adjusted Quantity (Qty), Waste (%) Percentage, Unit, Unit Cost, Classification Cost, Tax Type, Tax (%) Percentage, Status, Resource, Markup, or Markup Type. 
      • The columns that are available for inclusion when viewing legacy 2-Level (Basic) Estimates or legacy 5-Column Estimates are limited. For complete compatibility with all of ConstructionOnline's dynamic Estimate Columns, Standard 3-Level Estimates are the recommended best practice. 

      ESTIMATE COLUMN GLOSSARY:

      • Traffic: Used to indicate the status of a Category, Subcategory, or Item by color-coding – White, Red, Yellow, Green

      • Takeoff Link: Link to access Takeoff for the Subcategory or Line Item 
      • Assembly Link: Link to manage the Assembly associated to the Subcategory  
      • Notes: Additional details related to Categories, Subcategories, and/or Line Items –
        General Notes, ClientLink Notes, TeamLink Notes
      • Attachments Link: Link to access Attachments saved to the Line Item 
      • Classification: Classifies Subcategories and/or Line Items as Labor, Material, Equipment, Subcontractor, or Other
      • Code: Manually-entered code assigned at the Category, Subcategory, or Item level
      • Cost Code: Cost Code from Company Costbooks assigned at the Category, Subcategory, or Item level
      • Name: Name of the Category, Subcategory, or Line Item
      • Description: Custom text describing the Category, Subcategory, or Line Item
      • Quantity (Qty): Quantity for a Line Item
      • Waste (%) Percentage: Percentage of material wasted for the Line Item
      • Adjusted Quantity (Qty): Calculated quantity of the Line Item based on waste (%) percentage
      • Unit Cost: Cost per Unit for the Line Item
      • Unit: Custom field providing the unit of purchase for the Line Item
      • Base Cost: Estimated value before Markup, calculated by multiplying Quantity x Unit Cost;
        User may manually enter a lump sum amount. 
      • Tax Type: Indicates whether Item is Not Taxed, whether Item has Taxes Included, or whether Material, Service, or other custom Tax Type is applied.
      • Tax (%) Percentage: Percentage of tax applied based on selected Tax Type
      • Tax: Dollar value of tax applied, calculated off base cost, selected tax calculation, and assigned tax type.  
      • Status: Status assigned to the Subcategory or Line Item – Estimated, Bid, or Firm
      • Resource: Contact(s) assigned to the Subcategory or Line Item
      • Markup: Markup Value for the Subcategory or Line Item
      • Markup Type: Designates Markup Type for the Subcategory or Line Item –
        Percentage, Fixed Dollar Amount, Dollar Amount per Unit, or Classification Markups Applied.
      • Markup Total: Actual Value for Markup applied to Subcategory or Line Item. 
        Does not include Company Overhead & Margin. 
      • Adjustment: Manual cost adjustments entered for the Line Item;
        Can be positive or negative. 
      • Change Order (CO) Cost: Total Cost of all Change Orders linked to Subcategory;
        Populates automatically from Change Order Details.
      • Adjusted Cost: Sum of Base Cost + Tax + Adjustment + Change Order (CO) Cost
      • Actuals: Actual Cost for the Subcategory or Line Item
      • QuickBooks Actuals: Value of QuickBooks Actuals associated to Subcategory or Line Item.
        Imported from QuickBooks, may include Bills and Expenses. 
      • Committed: Costs already expended or obligated for the Subcategory or Line Item.
      • QuickBooks Committed Costs: Value of existing QuickBooks Purchase Orders for Subcategory or Line Item. Imported from QuickBooks.
      • Remaining Budget: Difference between Adjusted Cost & Actual Cost.
        When integrated with QuickBooks Online, choose preferred Calculation Method in QuickBooks Integration Settings. 
      • Profit: Value of Markup Total + CO Markup Total – Adjustment.
        If the Remaining Budget value is less than $0, that value is also added to the Profit calculation. 
      • Contract Price: Sum of Base Cost + Tax + Markup Total
      • Change Order (CO) Price: Total Client Price of all Change Orders linked to Subcategory;
        Populates automatically from Change Order Details.
      • Total Price: Sum of Base Cost + Tax + Markup Total + CO Price
      • Invoiced: Amounts Invoiced for the Subcategory or Line Item
      • QuickBooks Invoiced: Value of existing QuickBooks Invoices for the Subcategory or Line Item.
        Imported from QuickBooks.
      • Paid: Amount applied as payment to the Subcategory or Line Item.
      • To Be Invoiced: Difference between Total Price minus Invoiced
      • To Be Paid: Difference between Total Price minus Paid
      • Options: Click into cell to trigger dropdown menu of options for the selected Category, Subcategory, or Line Item.

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding OnCost Estimating can be found in the FAQ: Estimating article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.