It is often necessary to modify and represent preconstruction estimate information in ways not supported by native applications. Eos Group understands our clients’ needs to represent information in complex and unique formats for presentation and analytical purposes. We have developed baseline technologies to streamline the representation of preconstruction data to deliver quicker results and lower costs.
The Eos Excel Solution framework includes multiple methods of initiating, processing, and presenting Microsoft Excel output. The most-common method of initiating these solutions is passing a source file (estimate) and project information through Eos Explorer Extended. Project information is imported to a staging data store, transformed using rules defined in Extensible Markup Language (XML) scripts, and finally presented in the Microsoft Excel solution.
There are two basic types of Microsoft Excel solutions: Microsoft Excel Reports and Microsoft Excel Applications.
Microsoft Excel Reports
Microsoft Excel Reports are solutions that represent final output of project information. These solutions are typically internal or external presentation documents that support contractual documentation (bids, negotiated proposals, etc.) or review formats not available in the source document’s native application (e.g. Sage Estimating).
Reports may also be represented using the same Eos Solution framework components in Business Objects Crystal Reports, Microsoft SQL Reporting Services, or Microsoft Word.
Microsoft Excel Applications
Microsoft Excel Applications are tools that implement functionality to enable users to modify or contribute to project information as represented. Powerful controls are programmed into the application ensuring adherence to defined standards for formulas and workflows to prevent data corruption. Examples include:
- Calculate complex soft costs such as warranty, additional labor build-up, contingency, and escalation.
- Add or remove content such as project header information, line item content, and factored quantities.
- Alternate, options and value engineering analysis.
- Approvals and signatures.
- Cost variances or comparisons across multiple source files.
- Post-processing to convert modified project information back into a file compatible with the source file’s application (e.g., convert a Microsoft Excel file to a Sage Estimating estimate file).