Vendors in Estimate Breakdowns

Feature

Version 3.1 of the Goldenseal estimating software adds an optional Vendor column in estimates that have an Item breakdown. You can use it to identify subcontractors, material suppliers or employees who are providing materials or services.

WARNING-- This new feature is in "beta" form right now. It won't do anything nasty but we have not spent much time testing all possible implications or consequences.

Suggested By

Turtle Creek research.

How to Use

If you want to use this new feature, you'll need to add a column to your estimating breakdowns. To do so, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Transactions from the submenu.
2. Enter Estimates into the Transaction popup field at the upper left corner of the window.
3. Enter Items into the Breakdown popup field.
4. Click in the breakdown table.
5. Choose Add Row to Table from the Edit menu.
6. Choose Vendor from the list of fields, and click OK.

Right now the vendor column is just passive data-- you can enter a supplier for any line item in the estimate, but Goldenseal won't do anything specific with that information.

We plan to enhance this feature in future updates. For example, it will allow us to generate material lists for specific vendors, and it will show you the low bidder for Bids that are entered into the estimate. We'll also be able to use it for more sophisticated scheduling and subcontractor management.

Technical Details

For more about Goldenseal estimating software, click here.

For other changes in version 3.1, click here.