Sep. 14, 2023

Formulas and Parameters

Say goodbye to manual calculations and hello to streamlined estimates. Harness the power of formulas to precisely calculate cost item quantities, costs, and prices while building job budgets. Formulas reference custom job parameters, cost group quantities, and cost item details to simplify take-off and give you confidence, knowing that every estimate is backed by accurate, data-driven projections. Take full advantage of the formulas feature with these highlights:

Add formulas to cost item quantities, unit costs, and unit prices

Create 3 types of custom job parameters that can be referenced in a formula: numerical, picklist, and formula

Automatically create numerical job parameters on the fly while writing a formula

Pull parent cost group quantities into cost item formulas

Reference other cost item details such as quantity, unit cost, unit price, or custom fields in a cost item formula

Start using the new feature by exploring formula examples and best practices within the Help Desk!