Setup, Procedure and Example/Sample
For a downloadable, printable PDF of this article, please click here.
To see how to setup Foundation for Estimating Link Budget import, please click here.
Setup
If you're using Foundation Software, you'll want to start by setting up your integration in Estimating Link. To do so, go to Setup > Options > Accounting. Select whether you would like to export by either Item Number or by Cost Code and select Foundation:
*Note: Cost Codes are taken from the Item Worksheet and are based on Take-off quantities.
Import Cost Codes
If you already have your Cost Codes built, save them as a .csv file and then you can import them into Estimating Link via the Cost Code Library. To do so, go to Setup > Cost Code Library. Within the window select File > Import and select your saved .csv file:
Export
To export your project, go to File > Export > Accounting > Foundation:
Example/Explanation
Using Estimating Link sample project, Item 401.01 Asphalt base as an example:
Note that the Cost Code for the Primary Item 401.01 is 4001 with a Cost Code Description of basw displayed in the Cost Code Library:
Note also, that the Item has a Sub-Level Item attached to it, 401.01 A, which is a striping Item and has a cost from the SMC Table for 15,000 LF of stripe at $0.05 per LF and a Cost Code of 1960 and a Cost Code Description of Paving from the Cost Code Library.
When exported to Foundation, the resulting file is displayed in notepad:
The first row would be the results of the primary Item. An explanation of each number shown in the top row is below:
| 4001 | Cost Code |
| basw | Cost Code Desc. |
| 4001 | Sub Item Cost Code |
| basw | Sub Item Cost Code Optional Description |
| 96.00 | Man Hours |
| 1740.32 | Unburdened Labor from the Rate Tables: 1,740.32 = the Base Wage for two days of the Foreman, Skilled Laborer, Basic Laborer, Asphalt Raker, Class A Operator, and Class B Operator = ((17.10 + 16.3 + 15.6 + 16.50 + 21.99 + 21.99 + 21.28) * 16). |
| 74.32 | Equipment Costs in the Primary Item |
| 2638.40 | Rental Costs in the Primary Item |
| 69440.00 | Material Costs in the Primary Item |
| 0.00 | Subcontractor Costs in the Primary Item |
| 41.50 | Other Costs in the Primary Items |
| 1516.18 | Labor Burden Costs = 1516.18 - If you add this to the Unburdened labor cost from above 1740.32, it equals the Total Labor Cost for the Primary Item = 3,256.50 |
In the second row, the results of the Sub-Level Item are displayed with Subcontractor Costs = 750 in the Sub-Level Item.
To see how to setup Foundation for Estimating Link Budget import, please click here.
If we can be of further assistance, please reach out to us at anytime: (800) 448 - 0741 or Support@TCLI.com.