1. Adjust Settings
Go to Settings > Edit Units Settings and select the appropriate Currency to activate Quotation mode. Also, the units for area and length can be set.
Go to Settings > Edit Page Settings and enter the company title and select the required date format.
2. Create Project
Go to Projects > Add New Project and edit default entries as necessary. A unique project number is automatically generated and the date defaults to the current date. If this is saved and is the first project, then it is automatically selected.
3. Select Project
The full range of menu options including Map mode will not be available until a project is selected. Warning messages will be presented if no project has been selected. For instance, if no projects have been defined, a warning will be presented to the user to add one.
Also, when a number of projects are initially available, the user will be prompted to select one.
When a project has been selected, the full set of menu options will be available. The selected project will be identified above the menu bar on the left side. The selected project will appear as bold in the project listing with a View Map link in its left-most column.
4. Defining Areas and Paths
Enter Map mode by either selecting Map from the top menu or by clicking View Map for the selected project in the Projects listing.
On entering Map mode, any previously defined Areas and Paths will automatically be loaded for the selected project. To define an Area, enter a sequence of points by left-clicking and finish by re-picking the first point. An Area will be created and a label displayed detailing the area and perimeter values.
To define a Path, enter a sequence of points by left-clicking and finish by picking the End Path button in the top right corner of the map. A Path will be created and a label displayed detailing the length value. Note that above the map are tick boxes for toggling the display of Areas, Paths and their respective labels. To create Paths inside an Area, the Area display must be turned off while creating the Path.
To switch off the display of individual labels, click on the x button in the top right corner of the label. Individual labels for Areas and Paths can be switchd on. For Paths this can be done by picking the line in between points. For areas this can be done by picking the interior of an area. To delete an Area or a Path, click on the Delete button for the appropriate label. On Exit Map, any changes to Paths and Areas are automatically saved.
5. Create Cost Parameters
There are three types of cost parameters which can be defined. These are fixed, area-based and length-based. Any number of each can be created. Cost parameters are stored for each user and are available to all Projects. A fixed cost is included to represent costs that are not sensitive to area or path geometry. Area-based cost parameters are used to convert area values from Areas on the map to actual costs. Length–based cost parameters are used to convert the perimeter of an Area or the length of a Path to actual costs.
For area–based and length–based parameters, different units can be selected to those selected in Settings. Conversion factors will be automatically applied where appropriate. Go to Cost Param > Add New Cost Param , select the parameter type, select the units and enter a description and a value for the parameter. List Cost Params displays all cost parameters available to the user.
6. Adding Costs to Project
To create a cost, go to Costs and select the appropriate drop down menu option. There are three combinations for pairing an Area or Path value with an area-based or length–based cost parameter plus simply selecting a fixed cost parameter. Add Area Cost pairs an area value of an Area with an area–based cost parameter. Add Perimeter Cost pairs a perimeter value of an Area with a length–based cost parameter. Add Path Cost pairs the length value of a Path with a length–based cost parameter.
Depending on which cost type, different pairs of selection boxes are presented. For instance, Add Area Cost presents the user with a list of the Areas available and a list of the area-based cost parameters available. A forecast of the cost is dynamically presented as different pairs are selected.
7. Viewing a Quotation
Any number of individual costs can be added to form a full project quotation. The complete project quotation can be viewed by simply clicking on Costs > List Project Costs.
8. Printer Output
There are two types of printer output available. If Costs > List Project Costs is selected, the Print menu option is available. This generates a full list of individual costs.
In Map mode, the Print menu option is also available. This generates a full list of costs along with a map representation that depicts the Areas and Paths that have been defined as part of the project. Note that all costs defined for a particular Area or Path are combined to form a single entry.