Checks
The checks look at a revision of an estimate and list what is missing or looks wrong. Each issue has a severity:
| Severity | What it means |
|---|---|
| Blocking | Fix it before the bid goes out. A revision with a blocking issue cannot be marked as submitted, unless a user who may override gives a reason |
| Warning | Probably a mistake. Check it |
| Information | Worth a look |
| Menu | Open the workspace of an estimate, then click Checks. Or click Open the checks on the Revisions page |
| Permission | View all projects and bids to see the checks. Submit estimate revisions with blocking issues to submit a revision that still has blocking issues |
| Feature | Estimator Estimates |
What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.
Read the checks
The top of the page shows the revision and how many blocking issues and warnings it has. Each row shows:
- What the issue is, such as 2 lines have no quantity.
- Its severity and its rule code, such as EST-007.
- For issues about lines, the first lines, as links that open the workspace on each line.
- A button that opens what the issue is about: the first line, the quote package, the takeoff item, the document, the recap or the settings.
To show one severity only, pick it in the list above the issues. The checks run each time you open the page; click Check again after you fix something.
What is checked
| Rule | Severity | What it finds |
|---|---|---|
| EST-001 | Blocking | The revision has no lines |
| EST-002 | Blocking | Lines with an item or an assembly that is not in the catalog |
| EST-003 | Warning | Lines with an item that has no price on the pricing date. A line whose material is in a quote is not counted |
| EST-004 | Warning | Lines with an item that has no labor unit |
| EST-005 | Blocking | Lines that could not be calculated: an assembly formula failed, or assemblies contain each other |
| EST-006 | Warning | Lines with a quantity that cost nothing |
| EST-007 | Warning | Lines with no quantity |
| EST-010 | Blocking | The lines have labor hours, but the revision has no labor rate |
| EST-020 | Warning | A takeoff item of the project with a quantity that no line uses |
| EST-021 | Warning | Lines that take their quantity from a takeoff item that was deleted |
| EST-022 | Warning | A takeoff item with marks on sheets that have no scale, so they measure nothing |
| EST-030 | Warning | A quote package that carries its placeholder, because no quote is selected |
| EST-031 | Blocking | A quote package that carries nothing: no quote is selected and the placeholder is zero |
| EST-032 | Warning | The selected quote leaves scope items out without a plug |
| EST-033 | Warning | The selected quote was valid until a day before the pricing date |
| EST-040 | Warning | Lines with prices older than the price age of the settings, through the items of their assemblies |
| EST-050 | Blocking | The profit is below the lowest profit of the settings |
| EST-051 | Warning | The profit is above the highest profit of the settings |
| EST-060 | Blocking | An addendum was added to the project after the revision was made, so the revision may not include it. Add a revision that prices it |
| EST-070 | Warning | An alternate has no lines |
Submit a revision with blocking issues
When a revision has blocking issues, the Revisions page does not show Mark as submitted. A user with the permission to submit estimate revisions with blocking issues sees Reason to submit with blocking issues instead:
- Enter the reason, such as The labor rate is in the bid form.
- Click Mark as submitted with blocking issues.
The history of the revision shows the reason, who gave it, when, and the codes of the blocking issues. Without a reason, the page refuses and opens the checks.
Change the limits
An administrator sets the limits of the checks in Settings > Estimates, in the Checks card. This needs the permission to manage the estimate approval and check settings.
| Setting | What it does |
|---|---|
| Prices are old after (days) | The age, on the pricing date, from which a price is old (rule EST-040). 90 by default. Enter 0 to not check the age of prices |
| Lowest profit (%) | A revision with less profit has a blocking issue (rule EST-050). Measured as the recap sets it: a markup on the cost with overhead, or a margin of the price |
| Highest profit (%) | A revision with more profit has a warning (rule EST-051) |