Map Metra

WBS 1: Building the WBS and assigning quantities

The WBS is the list of work activities on a job, grouped into phases. Each activity becomes a row in the Estimate, and its quantity stays linked to the takeoff, so a change on the plans flows straight through.

How to

  1. 1

    Build the activity tree

    Add activities and group them into phases. Indent rows to set the hierarchy.

  2. 2

    Assign quantities

    Click the hand icon in the Quantity column, tick the quantities that belong to the activity and choose Save assignment. One quantity can feed several activities.

  3. 3

    Choose net or gross

    Switch the quantity basis between net and gross (net plus waste) for each activity.

  4. 4

    Check units

    An amber flag means the activity's unit doesn't match its linked quantity. Change the unit or link a different quantity.

  5. 5

    Check against the plans

    Open the WBS beside Plans and Takeoffs to confirm each assignment on the drawing.

  6. 6

    Link build rates

    Pull a build rate from your RateBuild library onto an activity, ready for the Estimate.