Lesson 8-- Bills of Materials

Goldenseal construction estimating software includes two reports which show a list of materials that you'll need to purchase for a project (called a material takeoff or bill of materials).

In the reports, the Goldenseal estimating program calculates material quantities for each estimate item, using components from an Assembly (see Lesson 14).

NOTE: Some people use the term 'takeoffs' for the measurements that you make when starting an estimate (see Lesson 4). With Goldenseal, you don't need to calculate the actual quantities of materials when you make an estimate, since the unit costs do that automatically .

Setup

To get material takeoffs, first create Assemblies for the work that you do on projects (see Lesson 14). Assemblies contain info about the exact material that you need to include in each piece of work that you do.

HINT: Goldenseal material takeoff software includes Starter Files which already contain Cost Items and Assemblies for different businesses. You may be able to find one that includes some or all of the work that you do, so you don't need to spend so much time setting up assemblies.

When you are ready to start a project, create an Estimate for it, and give the estimate an Item breakdown. Fill in each item of work that will be part of the project.

HINT: Create an estimate even if you are just doing the work for yourself. That way you'll have a budget, and you can create material takeoffs for the items you need to purchase.

Bill of Materials Report

To see an overall list of materials for a project, follow these steps:

  1. Choose Estimates from the Reports menu, and choose Bill of Materials (or Material Takeoffs) from the submenu.
  2. Enter an estimate into the Estimate field.
  3. Click the Update button.
  4. You'll see a list of materials for the project. The Gross Quantity column shows the calculated quantity, and the Net Quantity column shows the quantity including a waste factor.
  5. You can print the list, or save it as a text file so you can open it with a word processor or spreadsheet.

HINT: The takeoff shows 'theoretical' quantities. You should check it, and make adjustments for any special conditions that you know about. You may also need to round fractions to whole numbers!

Takeoff by Item

To see a bill of materials that is itemized by work items, follow these steps:

  1. Choose Estimates from the Reports menu, and choose Bill of Materials by Task (Material Takeoffs by Item) from the submenu.
  2. Enter an estimate into the Estimate field.
  3. Click the Update button.
  4. You'll see a list of materials for the project, itemized by line item from the estimate.

HINT: The 'by item' report is useful for allocating materials to different locations in a project.

Partial Takeoffs

For either takeoff report, you can list just those materials needed during a certain time period. To do so, follow these steps:

  1. Click the More Details button.
  2. Click on the Date Range popup, and choose a date range.
  3. Click the Update button.

HINT: For more about reports, see Lesson 20.

Finishing Up

In this lesson you've learned how to use the Goldenseal takeoff software to get material takeoff reports from an estimate.

Of course it goes without saying that a material takeoff is just what you need when assembling complex projects such as a chic Carmen Miranda hat. You'll never under-order on wax pineapples again!