1. Create bid job/project – performed either by entering the project or by using an opportunity already setup in the system and assigning it a Bid Job Number
2. Import estimate file – to share the detailed budget information you would now import the original estimate into the bid items screen for that bid job
3. The estimate upload will populate the bid items and their link to the job cost code structure and thus create an opening Job Cost Budget. This allows for comparative analysis on the job and the ability to move on to the next integrated process.

Advantages:

An import file is used to automatically bring information into the CMiC system. Job costing structure (phase codes and category codes) are updated in the system as is the itemized budget.

Major Efficiency Improvements:

• Time saved creating job cost structure from estimate
• Increase in data integrity
• Up-to-date job data sheet information
• Reduced time needed to prepare bid packages and bid analysis
• Ability to record documents in a single database

Risk Mitigation:

• Elimination of data entry between systems
• Documents recorded once
• Audit trail for budget control with the ability to lock original budget