Creating Unit and Assembly Estimates
2/21/25, 9:45 PM
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Creating Unit & Assembly Estimates
Last Updated 06.23.2023
Quick Steps
Click the Manage Estimates tab.
Optionally, select a folder in the left-hand menu.
Click the Create New Estimate button.
On the New Estimate page, Nll out all Nelds relevant to your estimate (details below).
Click Save & Continue.
Locate cost lines you wish to add to the estimate (More info: Searching the Data
(02_Searching the data.html)).
Select lines to add and click the
button (Add to estimate).
In the Estimate section at the bottom, enter a number in the Quantity Neld for each line item.
Insert custom cost lines by clicking the
button (Insert custom line).
Save the estimate at any time by clicking the
button.
Detailed Steps
You can create estimates for Unit costs, Assembly costs, or a combination of the two. To create
an estimate, follow the steps below.
 Assemblies
Assemblies (or “Systems”) are collections of 1 or more Unit Costs lines combined to make
estimating faster. For example, you could search through the Unit Cost data to Nnd all of the
components of a footing (excavation, forms, reinforcing steel, concrete, etc.) or simply select
the closest matching footing assembly that combines all of those materials. Assembly
column headings differ from Unit Cost headings because the Overhead & ProNt (O&P) is
included within each Assembly Cost column.
Creating a New Estimate
On the Manage Estimates tab, click the Create New Estimate button (optionally, you can select a
folder from the left-hand menu Nrst and that folder will be prepopulated on the next screen).
 NOTE
In the case of Organizational folders (04_Managing Estimates.html#Organiza) you will need
permission to create estimates. Please contact your account admin to ensure you have the
correct folder and estimate permissions.
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On the New Estimate page, Nll out all Nelds relevant to your estimate. Required Nelds are marked
with an asterisk * .
Estimate Header Information
Enter the estimate information in this section. Only the Estimate Name and Folder are required in
this section, but you should enter as much information about your estimate as possible.
Cost Data Preferences
Change your Cost Data Preferences by choosing the appropriate selection for the following:
Cost Data: click the drop-down menu to view a list of the cost data sets available to you for
searching.
Type: Unit Costs or Assembly Costs. Options available in this Neld are based upon Cost
Data preference and options purchased.
Labor Type: Labor Type allows you to select Union, Open Shop, Repair & Remodeling, or
Facilities Maintenance & Repair. Selection is based upon Cost Data preference and options
purchased.
Location: Click the Location button to select between locations in the United States or
Canada, or when utilizing the U.S. National Average Costs.
Format: Based on the Type selected, the format option allows the user to choose
MasterFormat® 1995 or MasterFormat® 2018 for Unit Costs, and UniFormat II for
Assembly Costs.
Measurement System: Based upon the Cost Data preferences selected, the Measurement
system allows you to select English or Metric.
Search Preference: Here you can choose a default search option. The choices are: All, Any,
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Exact, Line, or Advanced. See Searching the Data (02_Searching the data.html#Cost) for
more details.
Release: Year and Quarterly Update of RSMeans data. Selection is based upon purchase
date and options purchased. Complete Plus
(https://www.rsmeans.com/products/online/complete-plus.aspx) users will have access to
predictive data.
The Format and Measurement System selections cannot be changed once you have clicked the
Save & Continue button. Each cost data preference is described in detail in Getting Started
(01_Getting Started.html#Cost).
Once you have Nlled out all necessary Nelds, click Save & Continue.
Locating Cost Lines
After you click "Save & Continue," the estimate building window appears.
To begin building your estimate, search for line items within the estimate building window, which
functions similarly to the Search Data tab (see Searching the Data (02_Searching the data.html)
for details).
Adding and Removing Cost Lines
Once you have located (02_Searching the data.html) the desired cost line, select it by clicking the
checkbox next to the item.
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Then, just below the Search Results window, click the + sign button (Add to Estimate).
Clicking the "Add to Estimate" button copies the item to the bottom section, which displays all of
the items you have added to your estimate so far.
 Reminder
Users on the "Complete" service levels may change the Type Neld at any time to toggle
between Unit and Assembly cost lines while building their estimates and can create
estimates containing both unit lines and assemblies. Users on the "Core" service level may
only create unit cost estimates.
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To remove a line from the estimate, select it by clicking the checkbox next to the item, and then
click the Trash Can button (Remove from Estimate).
Specifying the Quantity of a Cost Line
When a cost line is added to the current estimate the quantity Neld becomes active, giving you
the ability to enter a number. To enter the quantity of the cost line, click inside the "Qty" column
for the item and enter the quantity for that cost line.
 Note
The quantity of a line item is based on the cost line’s default unit of measure. Always conNrm
the cost line's default unit of measure before entering a quantity.
Inserting Custom Cost Lines
To insert a custom cost line from the Estimate View window, click the "Insert custom line" button.
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The Insert Line Item window will appear. Enter a custom line item number (required) in the Line
Number Neld. Then, enter the costs for your custom line item. This window contains no
automatic calculations for O&P. Therefore, if you enter costs in the “Costs with Overhead &
ProNts” column, you’ll need to calculate those costs. Total Cost and Total Cost O&P are
calculated.
To save this line item to the catalog, place a checkmark next to 'Save custom line to catalog'.
Once you've completed the form, click Save. Your custom line item is added to the estimate,
marked with a pencil icon to show that it is custom.
Adding Favorites
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When you Nnd a cost line that you'd like to add to your Favorites to access later, click the star next
to the individual line item in the search results, or select multiple items in your estimate and click
the Star button in the middle toolbar.
Any line items you add can be accessed later on the "My Favorites" tab.
Work Breakdown Structure (WBS)
Complete (https://www.rsmeans.com/products/online/complete.aspx) and Complete Plus
(https://www.rsmeans.com/products/online/complete-plus.aspx) users have access to an area
of the estimate creation window called "Work Breakdown Structure" (WBS). This tool allows you
to divide your team's deliverable into a more manageable hierarchy of work. You can organize the
structure of your WBS in whatever manner that Nts your deliverable the best (the Work Breakdown
Structure area is an optional tool that can be used during estimate creation).
 Note
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At any time you can click and drag the blue bar above the Work Breakdown Structure section
to move it up or down. You can also click the white arrow to quickly hide/reveal the section.
Creating Categories and Subcategories
To get started, Nrst create your Work Breakdown Structure by right-clicking the top-most (root)
category and selecting Create.
NOTE: The root category will be named after your Estimate Name and can only be changed by
changing the estimate header.
In the new subcategory that appears, type in a name for the category and press Enter on your
keyboard.
NOTE: There is a 75 character limit for category names.
When you right-click the new subcategory, you will see options to Create, Rename, Delete, and
Copy the category. To add another subcategory, select Create.
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A new subcategory will appear below the category you selected. Type in a name and press Enter
on your keyboard.
Continue creating categories and subcategories in this way until you have the exact Work
Breakdown Structure (WBS) you need for your estimate.
You can also add categories and subcategories by clicking the + sign icon at the bottom of the
panel.
Renaming Categories
To change the name of any category, right-click it, select Rename, and then type in a new name
and press Enter on your keyboard.
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You can also rename by selecting a category and then clicking the Edit icon at the bottom of the
panel.
 Note
You will not be able to rename the root category. That can only be done by editing the
estimate header and changing the Estimate Name.
Deleting Categories
To delete any category, right-click it and select Delete. The system will conNrm that you actually
wish to delete the category.
 Warning!
If you delete a category that contains line items, the system will also remove those line items
from the entire estimate. The system will warn you of this when conNrming deletion of the
category.
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You can also delete categories by selecting the category and clicking the Trash icon at the
bottom of the panel.
 Note
You will not be able to delete the root category.
Copying & Pasting Categories
You can copy an entire category and paste it - sub-categories, line items, and all - into any
destination within the WBS. This can be helpful when you need to quickly create similar
categories that contain the same line items (such as Floor 1, Floor 2, etc).
To begin, right-click a category and select Copy.
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Next, right-click the destination and select Paste.
The category and all of its contents - including sub-categories and line items - will be pasted into
the destination. At this point you could rename and edit the categories as normal.
 Note
Copied items will be cleared from the clipboard if the cost data or header changes, which will
avoid pasting cost lines that are not re-calculated.
Moving Categories
To move a category from one location to another within the WBS, click and drag it to any other
location in the structure. A green checkmark will let you know that it is OK to drop the category in
this location.
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A red checkmark warns you that this is not a legitimate place to drop your category in the
structure.
All line items within a category will move with the category to the new location.
Adding Line Items Directly to Categories
To add line items directly to a category, Nrst select the category in the Work Breakdown Structure
you have created.
With the WBS category selected, search for line item(s) you wish to add with the estimate search
function as normal. Once you Nnd item(s), Nrst place checkmark(s) next to each item and then
click the Add to estimate button.
The item(s) will be added directly to the category.
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Moving Line Items to WBS Categories
To move line items to a WBS category, Nrst select the folder in the WBS that contains the items
you wish to move. Once selected, place checkmark(s) next to the line item(s) you wish to move.
NOTE: If you have an existing estimate and this is the Nrst time you're using the WBS, all of your
line items will be in the top (root) folder.
Once you've selected the item(s), click and drag them over to the category of your choice. When
you hover over a category, the text will change to "Moving (x) lines(s)" to let you know that the line
items are about to be moved to the highlighted category.
Once moved, you'll receive a message at the top of the screen letting you know that the move
was successful.
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Now when you click that subcategory you will see all line items you have moved there.
Viewing Categories
When you select a category or subcategory, breadcrumbs at the top of the estimate section let
you know which level you are viewing in the Work Breakdown Structure.
The subtotals shown in the yellow bar at the bottom of the estimate panel are only for the
category or subcategory you have selected (in this case, for the "Structure" category).
You can also switch to a read-only aggregate view. First, select the category for which you wish to
view all line items (if you choose the top "root" category you will see all line items within all subcategories).
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Next, click the "Toggle View" icon.
The line item list will update to show all of the line items under that category, broken down by
each sub-category within the WBS. If a category contains no line items, it will not be shown in the
list.
At the bottom of the list, the totals line will display totals for the entire selected category.
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Since you can't edit in this view, you will need to switch back to the standard view to edit items
and categories by clicking the "Toggle View" icon again.
The Estimate Action Menu
The Estimate Action drop-down menu provides the following actions:
Build and save an Advanced Report
Change Cost Data
Change Estimate Header
Comparison Report
Email Report
Export to Excel
Export to Excel by WBS (only for Complete
(https://www.rsmeans.com/products/online/complete.aspx) [Full Library] and Complete
Plus (https://www.rsmeans.com/products/online/complete-plus.aspx) users)
Generate a Report
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NOTE: Some options may be grayed out depending on the type of estimate you are creating, or
based on your subscription.
Advanced Report
This action allows you to build a wide variety of report types, customize them, and then save
those reports to run at any time. From the Estimate Action drop-down, click Advanced Report.
On the Advanced Reporting pop-up, select a Report Template from the drop-down. This affects
how the cost lines are displayed on the report. Once you select a template, click Preview.
NOTE: The options in this menu may change depending on the type of estimate you've created.
The Advanced Reporting page appears, displaying the cost lines in your estimate according to the
template you chose.
To edit what is displayed on the report, click the Edit button.
In the Edit pop-up window, click each tab and select the options you would like to see in your
report.
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Headers: This tab allows you to select a header image, report name, location name, and
address to display in the header section of the report.
Columns: This tab allows you to add or remove the columns displayed on the report for
cost lines.
Markups: This tab allows you to apply markups to selected columns within the report.
Subdivision Breakdown: This tab allows you organize your estimate into MasterFormat or
Uniformat subdivisions.
Once you have made all of your changes on each tab, click Preview.
The screen refreshes and your report is displayed with the options you chose.
If you wish to make changes to the report, or are satisNed with the display and wish to save it for
later, click Edit again.
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The Edit window appears again, where you can make more changes and preview them again.
Once you're ready to save the report, click the Save As button.
In the Save As New Report window, enter a name for your report and click Save.
The report is saved so that you can run it at any time. Back on the Advanced Reporting page, you
also have the option of downloading the report. Click the Download button and select the Nle
format.
The report will then be downloaded to your computer in the Nle format you chose.
Once you're done with Advanced Reporting, click the Return to Estimates button in the top-right
corner of the page.
The next time you launch Advanced Reporting, any custom reports you saved will display in the
Advanced reporting pop-up window.
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Change Cost Data
The Change Cost Data option allows you to return to the estimate worksheet form to make
changes to certain estimate options you selected when you Nrst created the estimate.
The following Nelds can be changed using the Change Cost Data option:
Labor Type
Release
Location (Country, State/Region, City)
To make changes to these Nelds, from the Estimate Action menu choose Change Cost Data.
From the Cost Data Preference section make any desired changes to the Nelds mentioned above.
Click Save & Continue to return to your estimate where your changes will take effect.
Change Estimate Header
The following Nelds can be changed by using the Change Estimate Header option from the
Estimate Action menu.
Estimate Name
Estimate Zip/Postal Code
Estimate Address
Client Name
Estimate City
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Notes
Estimate State/Province
To make changes to these Nelds, from the Estimate Action menu choose Change Estimate
Header.
From the Estimate Header Information section make any desired changes.
Click Save & Continue to return to your estimate where your changes will take effect.
Comparison Report
This tool allows Complete Plus (https://www.rsmeans.com/products/online/complete-plus.aspx)
users to view the variance in prices for an estimate between two points in time. To begin, select
Comparison Report from the drop-down menu.
The Comparison Report pop-up window will appear. Select the two release dates you wish to
compare, and then click the Compare button.
Note: You will be able to select predictive data time frames here if you wish.
An Excel Nle will be created and downloaded to your machine. Once opened, you will see the data
comparisons underneath each column header.
Email Report
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You can email an estimate report within the application. From the Estimate Action menu choose
Email Report.
In the Report Selection window, choose the Report Format and any other options you would like
to include in the report.
Once you've chosen the options, click the Preview button to view the report before sending, or
click the Email button to email the report.
In the Email Estimate window, enter the recipient's email address in the To Neld, enter a Subject,
and then enter a message in the Body Neld. When you're ready to send the email, click the Send
Email button.
The email is sent and you're returned to the estimate screen.
Export to Excel
The current estimate can be exported into an MSExcel™ spreadsheet. Exporting the current
estimate requires that MSExcel™ be loaded on your computer.
To export to Excel, from the Estimate Action menu select Export to Excel.
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If you're using Internet Explorer you will be given the option to save or open the newly created
spreadsheet Nle. If you decide to save the Nle at this time, you’ll be asked where you want the Nle
saved.
If you decide to open the Nle at this time, MSExcel™ will be automatically accessed and the Nle
will be formatted into a spreadsheet. Remember to save the Excel Nle before closing it.
In Google Chrome, the exported Excel Nle will automatically download to your computer.
Export to Excel by WBS
If you're using Work Breakdown Structure to categorize your estimate, you can export to Excel
with the Work Breakdown Structure intact by selecting Export to Excel by WBS from the action
menu.
NOTE: Exporting mixed (unit + assembly) estimates is not supported at this time.
If you're using Internet Explorer you will be given the option to save or open the newly created
spreadsheet Nle. If you decide to save the Nle at this time, you’ll be asked where you want the Nle
saved.
If you decide to open the Nle at this time, MSExcel™ will be automatically accessed and the Nle
will be formatted into a spreadsheet. Remember to save the Excel Nle before closing it.
In Google Chrome, the exported Excel Nle will automatically download to your computer.
The exported WBS Excel spreadsheet will retain your Work Breakdown Structure and include
subtotals for each category, as well as a grand total for the entire estimate. If necessary, you can
continue working on your estimate in Excel since the spreadsheet contains formulas for updating
quantities, etc. (Any updates made to the Excel spreadsheet do NOT synchronize back to the
online estimate.)
 Note
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If a category contains no line items, that category will not display on the Excel spreadsheet.
Report
To create a quick basic report based on your estimate, from the Estimate Action menu select
Report.
In the Report Selection pop-up window, select the Report Format and any other options you wish
to include on the report, and then click the Preview button.
The report is exported as a PDF and downloaded to your computer. In Internet Explorer, the PDF
will display in your browser. In Google Chrome, the PDF will download directly to your computer.
Subcontracting Cost Lines
After you add cost lines to an estimate, you can choose to Subcontract the line(s) out. To mark a
cost line as Subcontracted, click the checkbox in the "hammer" column for the designated item.
Any items that are marked as Subcontracted will be placed in a "Subcontract" column within
reports.
To sort line items within an estimate by "Subcontracted," click the column header with the
hammer icon.
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Applying Adjustment Lines
Sometimes called “Percentage” lines, Adjustment Lines are cost data lines located in the Unit
Costs and Assembly Costs data types that allow you to adjust lines in the estimate by the given
percentage(s). These lines have no hard data, only a percentage in one or more Nelds.
In the graphic below, an adjustment line for dust protection has been selected from the Search
Results window.
The Bare Material and Bare Labor columns above display a percentage, not a dollar value. In this
case, 4% will be added to the bare material cost and 11% will be added to the bare labor cost of
each line item to which you apply this adjustment line.
When you click the plus icon
to add this line item adjustment, the Apply Percentage screen
appears.
From here, select the lines to which you want to apply the percentage. Click the Ok button to
conNrm the adjustments in your estimate.
Back in the estimate, a percent icon in the customized column will note the adjustment. Placing
your cursor over the percent icon will display the percentages applied and where they’ve been
applied. A notation of the adjustment will be entered into the notes Neld.
Assembly Customization
An Assembly is a collection of Unit Cost lines. Therefore, the components of an assembly are
Unit Cost line items.
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If you have access to Assembly cost data and you're using assemblies in your estimate, you have
the ability to customize the components of an assembly once they’ve been added to an estimate.
Adding a Component to an Assembly
Within an estimate, click the checkbox next to the assembly you wish to customize and then click
the Customize Assembly button in the middle toolbar.
The customization screen will appear displaying the current components of the assembly. Select
the component that most closely matches the line you want to add and click Add Component.
Use the search Neld or scroll through the given results to locate the line item you want to add to
the assembly. Click the item to select it.
Once you have selected an item, enter the quantity for the new component in the lower section
and click ConIrm.
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When you're ready to add the component, click Save & Return.
(To save this change for later use, place a checkmark next to "Save changes to My Favorites for
future use" in the bottom left corner.)
In the estimate window, the amended assembly is designated with a pencil icon to show that it
has been customized.
Swapping a Component Within an Assembly
To swap a component within an assembly, follow the steps below.
Within an estimate, select the assembly you wish to customize and click the Customize
Assembly button in the middle toolbar.
In the pop-up window that appears, select the component you wish swap out and click the Swap
Component button.
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Use the search Neld or scroll through the given results to locate the line item you want to swap
within the assembly. Click the item to select it.
In the lower section of the window, click the ConIrm button.
In the "ConNrm Component" section that appears, enter a new quantity or a percentage of the
original quantity you wish to add. Enter a note, if necessary, and then click Yes, Swap these
Components.
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Once you swap components, click Save & Return.
In the estimate window, the amended assembly is designated with a pencil icon to show that it
has been customized.
Removing a Component from an Assembly
To remove a component from an assembly, select the assembly you wish to customize and click
the Customize Assembly button in the middle toolbar.
In the pop-up window that appears, select the component you wish to remove and then click the
Remove component button.
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In the conNrmation pop-up that appears, click Yes.
Once you are done removing components, click Save & Return.
In the estimate window, the amended assembly is designated with a pencil icon to show that it
has been customized.
Saving Estimates
RSMeans Data Online will automatically save your estimate every so often, but it's highly
recommended to save your work manually early and often. You can save your estimate at any
time by clicking the Save icon.
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Creating Unit and Assembly Estimates
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Once the estimate is saved, a conNrmation message will display at the top of the screen.
Once an estimate has been saved, it is always accessible from the Manage Estimates tab.
https://docs.gordiancloud.com/rsmo/Content/User%20Guide/03_Unit%20and%20Assembly%20Estimates.html
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