This guide will take you through the step-by-step process of setting up your Costbook and utilizing it within your projects.
Step 1: Access the Costbook Feature
Log in to your Eano Pro account.
Navigate to the Resource menu on the left side.
Click on Costbook to open the Costbook dashboard.
Step 2: Create a New Category
Click on the New Category to name a new category.
Enter a name for your costbook (e.g., "Standard Residential Pricing"), and hit Enter to save it.
Step 3: Add Cost Items
Click on Add Item to input a new cost entry.
Enter the item details:
Item Name (e.g., Drywall Installation)
Category (e.g., Walls & Ceilings)
Unit Price
Unit Type (e.g., per square foot, per unit)
Click Save to add the item.
Repeat for all necessary items.
Step 4: Importing Cost Data (Optional)
If you have existing pricing data, you can import it:
Click on Import Cost Codes.
Upload your cost data file.
Map the fields correctly (Item Name, Category, Price, etc.).
Click Import to complete the process.
Step 5: Apply the Costbook to a Project
Open an existing project or create a new one.
Navigate to the Scope section.
Create a new Scope
Click on Apply Costbook.
Select the costbook you want to use.
The system will automatically pull the itemized costs into your project.
Step 6: Review and Adjust Pricing
Once the costbook is applied, review the pricing.
Adjust any item costs if needed.
Click Save to finalize the project budget.
Conclusion
By following these steps, you can efficiently manage pricing for your projects using Eano Pro's Costbook feature. This helps maintain consistency and accuracy in your cost estimates, making project management more seamless.
Ready to optimize your estimating process? Log in to Eano Pro and set up your Costbook today!
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