In this User Guide, we’ll cover using the OAE Assembly functionality to more efficiently build your estimates using standard “building blocks” that have been defined by administrators. Overview The OAE Assembly functionality provides estimators a more efficient way to build their estimates using known quantities per un ...
In this User Guide, we’ll cover using the OAE Distribution functionality to spread the hours or costs from a particular Work Item across other Work Items in the estimate. The OAE Distribution functionality allows users to complete an estimate in a Work Item, and then distribute the values from that estimate across other Wo ...
In this User Guide, we cover OAE multi-period projects – assigning Work Items to a Period, and using them in filters and in fiscal year summaries. OAE Multi-Period Projects For long and/or complex projects, it can become unwieldy to have one set of Work Items, Rate Cards, and reporting – when many of those only […] ...
In this Admin Guide, we cover OAE project copies – how to create them, label them, and save a snapshot of the original project. Copying a Project OAE project copies can be created from Project Home using the Copy Project icon in the upper right. This is particularly useful for Revisions, BAFOs (best-and-final-offer), or projec ...
In this User Guide, we cover OAE custom properties for projects and Work Items, including creating and updating them, default values, and project-level aggregate values. OAE custom properties help organizations define their own information for projects and Work Items to better track and report on projects and Work Items. Custom ...
In this User Guide, we cover OAE calculators – including how to use the different types and work with math formulas. Types of OAE Calculators Here are the various types of OAE Calculators: Adding a Calculated Line Item To add a Line Item with a Preset Calculator to a Work Item, you can pull up the […] ...
In this User Guide, we cover using OAE Search to find the data in your projects or Work Items, from specifying search criteria to using multiple criteria and exporting search results. OAE search lets you find data in either projects or Work Items: Navigating to the Project and Work Item Search From the Dashboard, click [… ...
In this User Guide, we’ll cover how OAE import adds Work and Line Items, with or without estimates, into a new project or an existing project. Using OAE Import Templates Using OAE import, whether it’s for an entire project or just new work items for an existing project, is easy with a template file. To […] ...
Teach yourself how to configure and use OAE with these training guides. User Guides OAE training for users. Administrator Guides OAE training for administrators. ...
In this User Guide, we’ll cover how to leverage the OAE Math functionality to add display formulas within estimates and the project header to enable more advanced reporting and estimate analysis. Overview The OAE Math functionality allows organizations to specify custom formulas that can be viewed in various levels in the ...
