Quick Start

The following briefly outlines the steps you need to follow to create, enter, calculate, print, edit and delete an estimate.  Read this if you are familiar with using computers and using the Internet.  

In order to understand how to use Segregated Estimator, it is important that you understand the Segregated Cost Method (page 1-5) and the major construction systems in the Segregated Cost Method (page 1-6).

Creating, Entering, Calculating and Printing an Estimate

1. Enter all the building data on the Segregated Estimator Worksheet.

2. Start SwiftEstimator.

3. Click the New Estimate link on the left side of the screen.

4. Enter the General Information from the Worksheet, then click the Sections >> button at the bottom of the screen.

5. Enter the Occupancy Code at the bottom of the Select Occupancy screen, then click the Add button.

6. When the Building Data screen displays, enter the remaining information from the Worksheet, then click the Components >> button to move to the Components screen.

7. Type the Code for the first component, press Tab, enter the percentage of total floor area or the quantity indicated and any other component data from the Worksheet, then click the Add button.  Enter all components in this manner.

8. If there are no additions, remarks or cost adjustments, click the Reports/Totals link on the left of the Components screen to move to the reports screen (and go to step 13).  Otherwise, click the Additions >> button to move to the Additions screen.

9. If the Worksheet has additions, move to the Additions screen.  Click the Add Addition button, enter the addition data, then click the Save and Add Another button.  On the last addition, click the Save and Finish button to return to the Additions screen.

10. If the Worksheet has remarks or notes, move to the Remarks screen, then enter the remarks and/or notes directly in the input areas on this screen.

11. If the Worksheet has cost adjustments, move to the Adjustments screen then enter the adjustments.  All items on this screen are optional; if you do not make an entry for an item on this screen, Segregated Estimator automatically uses the “default” value listed on the right side of the Worksheet.

12. Move to the Reports/Totals screen (either by clicking the Reports/Totals link on the left of any screen, or by clicking the Reports/Totals >> button on the Adjustments screen).  Click the Calculate button to calculate the costs.

13. Select one of the Report Types on the Reports/Totals screen.  Segregated Estimator displays the report directly on the screen.  Click the Print button to print the report.  

14. Click Close Estimate in the Random Navigation Menu on the left to close the estimate.

Editing an Estimate

To edit an estimate:

1. On the New Estimates/Search screen, select a Search Type and if required Search Text, then click the Search button.

2. Click Edit in the Options column of the estimate you want to edit.

3. Use the Random Navigation Menu on the left of the screen or the Sequential Navigation Buttons at the bottom of the screen to move to the appropriate screen, then make the changes.

4. Click Close Estimate in the Random Navigation Menu on the left of the screen to close the estimate.

Deleting an Estimate

To delete an estimate:

1. On the New Estimates/Search screen, select a Search Type and if required Search Text, then click the Search button.

2. Click Delete in the Options column of the estimate you want to delete

3. Click OK when the message "Are you sure you want to delete the estimate" displays.