Advanced Training, 2-Day Regional


This 2-day class picks up where the Introductory Training Class leaves off. This class takes estimators to the next level in speed, efficiency, and depth in e4Clicks. Master those skills that will set you apart from other e4Clicks estimators!

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The cost of attending our two-day course is $895.00 per attendee. Please remember you must have a computer to attend. Registrants without a laptop can rent one for $150.00 each. (GSA Pricing Also Available)

AEP Approved Education Provider
Continuing Education Units (CEUs) are provided to 4Clicks training program participants. 4Clicks is an AACE International’s Approved Education Provider (AEP). The AEP symbol identifies training programs that meet AACE International’s high standards.

Course Syllabus

Day 1: e4Clicks Advanced Tools/strong>

Start TimeEnd TimeTopicOutline
8:00 AM8:15 AMConference IntroductionWelcome, Introductions, Schedule, Objectives, Website, Sign up for Newsletter, Spotlights, Social Media, Survey
8:15 AM9:00 AMAdvanced Tools – Projects and EstimatesProject Tools: Process Tagged Items, Batch Modify; Estimate Tools: Process Tagged Items, Batch Modify, Batch Modify Line Items Introduction
9:10 AM9:30 AMClass Exercise #8 – Batch Modify Projects and Estimates (Page B-12)Change Project Activity Status, Change Estimate Estimator and Status
9:30 AM9:40 AMClass Exercise – SolutionClass Exercise – Solution
9:50 AM10:50 AMAdvanced Tools – Line ItemsLine Item Tools: Process Tagged Items, Batch Modify, Reselect Guide, Select Modifiers
11:00 AM11:40 AMClass Exercise #9 – Select Modifiers (Page B-13)Select Modifiers – What comes first: the estimate or the modifiers?
11:40 AM12:00 PMClass Exercise – SolutionClass Exercise – Solution
12:00 PM12:30 PMLunch
12:30 PM1:20 PMPricing GuidesIncreasing Speed and Accuracy, Alternates Guide, Helpful Options
1:30 PM2:00 PMClass Exercise #10 – Cost Data Tools (Page B-14)Remove and Replace, Create Alternate
2:00 PM2:20 PMClass Exercise – SolutionClass Exercise – Solution
2:30 PM2:50 PMUpdating Pricing Guide YearsUpdate Estimate Pricing Year, Updating Project Totalling Schema, Updating Estimate Totalling Schemas
2:50 PM3:20 PMClass Exercise #11 – Update Pricing Guide Year (Page B-15)Update Pricing Guide Year, Apply New Totalling Schemas
3:20 PM3:30 PMClass Exercise – SolutionClass Exercise – Solution

Day 2: Totalling and Project Management

Start TimeEnd TimeTopicOutline
8:00 AM8:50 AMTotalling ComponentsDefinitions, Global Totalling Components, Creating, Types, City Cost Index, Filtering, Project Totalling Components, Applying, Print Options
9:00 AM9:30 AMTotalling SchemasGlobal Totalling Schemas, Creating, Project Totalling Schemas, Batch Modify, Contract Totalling Schemas
9:30 AM9:50 AMContractsContracts
10:00 AM10:30 AMClass Exercise #12 – Paste/Reprice (Page B-16)Paste Estimates, Reprice during Paste, Use Contract Pricing, Update Totalling
10:30 AM10:50 AMClass Exercise – SolutionClass Exercise – Solution
11:00 AM12:00 PMDocument ManagementProject Documents Folder, Templates Folder, Documents Window, Using Mailmerge Tokens
12:00 PM12:30 PMLunch
12:30 PM12:50 PMProject MilestonesGeneral Tab, Design Tab, Proposal Tab, Award Tab, Site Visits Tab
12:50 PM1:20 PMCustomization and Other ToolsFile Maintenance, Program Configuration, Explore, System Administrators
1:30 PM2:10 PMClass Exercise #13 – Renovate Building (Page B-17)Renovate Building
2:10 PM2:30 PMClass Exercise – SolutionClass Exercise – Solution
2:40 PM3:10 PMeTakeoff – AdvancedExtensions, Quantity Worksheet
3:10 PM3:30 PMClass Exercise #14 – eTakeoff (Page B-18)eTakeoff