Discussions – Estimating – UChapter2

Custom Statuses

Estimating

Custom Statuses

Posted by Doug McLean on October 11, 2022 at 2:35 pm

Wading into the realm of Custom Statuses this week in our Estimating workflow.
Have them set up for Included, Separate Price, Excluded, VE Option Submitted, and VE Option Accepted.

Hopefully our Project Management team sees this and it helps them as the project moves forward?

Any tips for how to move this forward

Doug McLean replied 2 years, 2 months ago 2 Members · 4 Replies
4 Replies

David Cutler

Member
October 12, 2022 at 5:43 am

Points: 26,754
Rank: UC2 Brainery Advanced Brown Belt

Sounds interesting @Doug McLean

Is this functionality something that your team asked for?
- Doug McLean
  
  Member
  October 12, 2022 at 2:24 pm
  
  Points: 15,212
  Rank: UC2 Brainery Advanced Blue Belt
  
  Sort of.
  Its nice to have a visual cue that we’ve done something when we hand the job over to Project Management.
  
  Often we do an estimate months before we get it awarded and we don’t always remember what all we’ve done. This way there’s at least something there to fire the brain cells… lol.
  - David Cutler
    
    Member
    October 13, 2022 at 10:22 am
    
    Points: 26,754
    Rank: UC2 Brainery Advanced Brown Belt
    
    I’m sure you could put together a quick PowerPoint to present the added functionality to your team. That way they would also have something to refer back to when they have questions.
    
    Do your PMs use your takeoffs as a management tool?
    - Doug McLean
      
      Member
      October 14, 2022 at 9:33 pm
      
      Points: 15,212
      Rank: UC2 Brainery Advanced Blue Belt
      
      Some do, at least at the beginning.
      
      Once the project moves forward things always change.

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