For a smooth, efficient installation of Timberline Estimating, it is important to develop a implementation plan as a roadmap to meet the client's estimating, bidding, buyout, scheduling and accounting needs. Some or all of the following steps may be included:

Planning Meeting - Timberline accounting and estimating consultants may be asked to attend a planning meeting with company managers, estimators, project managers, and accountants to discuss and create the implementation plan.  To avoid misunderstanding and rework of the cost code system, the following topics need to be addressed:

• 1) organizing the database and estimate
• 2) setting up estimating for bid day and buyout procedures
• 3) interfacing job cost code structure with estimating

Issues to Address   Click for more information

Database Development - After the roadmap is complete, the database development begins by:

• 1) identifying needed modifications
• 2) updating material, labor, and subcontractor prices
• 3) creating markups and add-ons
• 4) installing cost codes

Training - It is recommended that training of Timberline Estimating users be scheduled after the database development is basically complete and the database is capable of meeting the company estimating objectives.  If the training is done too early, much of what is learned in the training is forgotten before the database is ready to use.