Instructions to Activate Estimate & Production History
Looking for biditems from other estimates to copy is very time consuming and those minutes quickly turn into hours of lost time and energy.
This could easily be avoided with a better workflow. In Version 2018, HCSS rolled out a method of searching for individual biditems and activities in other estimates, but I am seeing very few companies setting this up and leveraging this great new feature (this was improved in Version 2019.1). If you want faster copy times then the Biditem codebook is the way to go especially for companies bidding DOT type work. To fully set up the ability to copy estimates that are made Active or Archived takes about 30 minutes and that is assuming you have to reset your password. I made a PDF document that will walk you through the process and of course you can call HCSS Tech Support for assistance if you get lost. The solution to better production estimating is just waiting to be set up and implemented.
Below is the instructions PDF document. Let me know if you have any questions.