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Thank you so much for joining our HeavyBid customer monthly webinar. For this month, for May, we're gonna talk about the full circle. So HeavyBid to HeavyJob and back again. So talking about how to get your information over to HeavyJob and then most importantly bringing those production actuals back into HeavyBid. But before we kick things off, we'll start with some introductions. My name is Melissa Teague and I'm the product marketing manager for HeavyBid. So basically what I do is I try to work really closely with the sales team and the product team and you guys and listen to your feedback on what sort of resources you need. So this is a perfect example. Erin brought up that this was a hot topic at UGM, our users group meeting. And so we decided to create a helpful webinar to either remind you guys on how to do these steps, or if you've recently bought HeavyJob and you wanna learn, or maybe you're a new estimator to the company, this will help you know how to push your data to HeavyJob and then bring it back in. And I'll kick it over to Aaron. Alright. Thank you. Thank you, Melissa. My name is Aaron Alshouse. I'm the technical product manager of HeavyBid. Been with HCSS now for thirteen years and been involved in HeavyBid in one form or another, essentially, this entire time. Looking at the attendees list, I see several of you that probably could teach this webinar yourself. So hopefully you will learn something that you didn't know beforehand. With that being said, Melissa, you wouldn't mind going to the next slide for me real quick. Our agenda today, as Melissa alluded to, is to talk about getting data out of HeavyBid. It's getting it into HeavyJob, what you can do with it in HeavyJob, and then how to get it back into HeavyBid and what you can do with that data once it's back into HeavyBid. So we're talking export to HeavyJob and accounting. We're talking about creating the job in HeavyJob. I went ahead and for the sake of timing, I created a time card in HeavyJob. We'll take a look at that. And then we're gonna talk about production history. We're gonna talk about how to enable it. We're gonna talk about how to bring that information back and use it in HeavyBid. If you have any questions or comments, at the bottom of your screen, there should be a little chat message. Do not hesitate to to put that information in the chat. I'll peek down at that periodically and we'll answer questions as they come on in. With that being said, I'm gonna go ahead and I'm gonna steal the screen. We're gonna jump right into HeavyBid. Alright. I think everybody can see my screen. Melissa, can you see my screen? Perfect. Alright. So when do we want to send a bid from HeavyBid to HeavyJob? Well, if we lost the bid, we don't necessarily want to track time against it. So that's not the right time to do it. We definitely want to do it once we've won a bid or we've successfully negotiated a change order. We want to get that change order budget into into HeavyJob. So that's the time we're going to actually do this conforming step. Now how do we access that conforming step? We're going to go up to the exchange menu and we're going to go to export to HeavyJob and accounting. Nice little plug for everybody. This HeavyJob and accounting classic button right here. If you're still using that, that's going away in HeavyBid twenty twenty six. Please call support to get your accounting system migrated to the new process before you update to HeavyBid twenty twenty six. Friendly reminder, HeavyBid twenty twenty six is not available just yet. And now after that shameless plug, we're going to jump into the HeavyJob and accounting export. So what's the first thing we need to do when we actually are trying to get a budget from HeavyBid to HeavyJob? The first thing we need to do is we need to actually set up HeavyJob cost codes. You'll notice here, I already have cost codes set up. But for the sake of demonstration, we're gonna clear those codes, and we're gonna create some new ones. If anyone's curious how to clear those codes, right down here at the bottom, we have a nifty little button called clear codes, and we get to choose what it is we actually want to clear. In this case, I just selected HeavyJob code and then I can clear it. Now you can go through here and you can assign cost codes one at a time. You can combine multiple activities into one cost code. You can do one activity per cost code. The sky's the limit on how you want to configure your bid from sending it from HeavyBid to HeavyJob. For the sake of demonstration, we are gonna do bid item, then activity separated by a hyphen. How are we going to do that? We're going to jump down here to our advanced copy options. Now our advanced copy options give us a ton of tools and a ton of flexibility on how we want to generate our codes. The easiest way to do that is under the HeavyJob code, we're going to click add a segment. That first segment is our bid item code. So we're going to set up our bid item. We're going to click apply, and we're going to separate the two segments by a hyphen. So I'm just simply going to put that hyphen in as my separator, and then I'm going to add a second segment as my activity. Now, a lot of people have predefined cost codes as dictated by their accounting system. Think viewpoint, think computer ease, they have predefined cost codes. We can set that up in your activity. There is a spot called alternate cost code. You fill in your accounting code there, and we can draw from that information. So we're just going to select bid item hyphen activity. We're going to click apply, and you'll see that HeavyBid fills it in for every single item ready to export. At this point, if you want to edit anything, you can just simply go in and edit one at a time. Now, right out of the gate, we're ready to send over to HeavyJob now if we want to. There are a few other steps in this process that you can do. I would suggest referencing back to our Export to Accounting webinar where we talk about these much more in-depth. But the Cliff Notes version is we have our extract resources. We have our extract add ons, bonds, and other costs. What that means is that with extract resources, when you send over a budget from HeavyBid to accounting or HeavyBid to HeavyJob, you have all of the resources that were part of that activity that are rolling up the cost into that budget. So you have your labor cost, your equipment cost, your material cost, and so on. If at any point I want to extract any of that cost out of one activity or all activities and track it separately, I can do that. A great example of that is subcontract cost. If I have a particular sub that I want to track as its own cost code, I can do that here and extract that one subcontract resource out into its own cost code. The cost from that resource is pulled out of the other activities throughout the estimate and all lumped into that one cost code, making it nice and easy for conforming, a much easier process than going back through the estimate and removing that cost and creating a new activity simply to track that one sub for my conforming. Same thing with extract add ons, bonds, and other costs. If I need to, for instance, pull my fuel out and track that as its own cost code, or I want to export my bond as its own cost item and track that separately, This is a great way to do that. Now, we've assigned our cost codes. We're ready to get that bid from HeavyBid to HeavyJob. You'll notice right down here at the bottom of the screen, have two buttons here. We have our export to HeavyJob. We're gonna click that first just to go over some of these options here. Now the options we're gonna pay attention to are these check boxes here right at the very top because those are the ones we're going to focus on. In today's example, we're talking about exporting a budget from HeavyBid Desktop to HeavyJob Web. About ninety five percent of these steps will work for HeavyJob Desktop as well. We're just focused on heavy HeavyJob Web for the sake of this demonstration. So a couple of the options you have. Export cost codes. If I don't export my cost codes, I don't have a budget that I'm exporting out. There is an alternate code field within the cost code table that gets sent over to HeavyJob. If for any reason you want that blank, you can click this checkbox to leave it blank. Export material subcontractor and expense list. Basically, you're going to track your installed and received materials in HeavyJob, you need this option checked. Same with the next one. The advanced budget is what ties those materials to the cost code. That's going to make the installed and received materials process on a time card by orders of magnitude easier. Because now when you add a cost code to a time card, HeavyJob already knows what materials or what resources potentially you want to track against. Otherwise, you're searching through that material list for every single cost code. Now, the next one is very recent change, which export non ad extracted resources. In some cases, customers have it set up in their master estimate to extract all of their resources or any combination of resources and send them to their own cost codes. That's great because it reduces redundant steps. However, in a lot of bids, I set it in my master, I don't know if I'm going to not add that in my actual working estimate. So I have the potential to have non additive cost codes being sent over into my estimate. Basically, this will negate that issue so that you no longer, even if you have it extracted by default, it's not going to send over if it's part of a non additive cost. And then export estimate detail. Again, this is a fairly recent change. Estimate detail is, when I'm in my cost code, I can actually see what that how that, cost code was built in HeavyBid. I can see my crew makeup. I can see my production so that the foreman out in the field can see how that cost code was estimated, and that can potentially affect how they build it in in the field. Now, these other options here, those majority wise are for HeavyJob Desktop. In HeavyJob Web, we go based on rate sets. These sort of become non factorable. They don't drive anything on the website. Now, there's two ways to get the budget out of HeavyBid and get it into HeavyJob. The first and simplest way is simply giving something a file name. So I'm gonna come here and I'm just gonna select my desktop and it's HeavyJob. Xml. I'm gonna save it. I already have one here because I practiced this beforehand. And I can come down here and I can click the export button. What that's going to do is it's going to export my budget from HeavyBid out to my desktop as an XML file. I can then go into HeavyJob and upload it. The other process is a direct link to HeavyJob. So one of the the features with HeavyJob Desktop that we have had for years and years and years is the ability to take a budget directly from HeavyBid, launch HeavyJob, and input that XML file ready to create the job in one fell swoop? Well, we have about ninety nine percent of that in the direct link to HeavyJob Web. There is, however, one setup option you have to make. Under tools, Preferences, and System. And it is Direct Link under HeavyJob Destination. By default, you're set to HeavyJob Desktop. If you are using HeavyJob Desktop, leave it as HeavyJob Desktop. If you are using HeavyJob Web, just change that setting from HeavyJob Desktop to HeavyJob Web and click Okay. That is a system preference so that whenever you set it once, it's a set it, forget it, you never have to touch it again, and every single user has that option. Now the direct link into HeavyJob Web also requires that you have a license into HeavyJob Web. That's why we still have the option to export out the XML file, and then you can email it or put it on a shared drive if you do not have access into HeavyJob. I, however, do have access, so I'm going to click the direct link to HeavyJob button. And let's let it load up. And what you'll see here is it's going to automatically load up a new page and it's going to load up my import from HeavyBid screen. It's also going to highlight the file that I need to import. I can import that simply by dragging and dropping it right into the file. Now, the HeavyJob code is automatically going to pull in based on the estimate code. You'll notice here I already have this one in use. So we, HeavyJob is intelligent enough to tell you whether or not that job already exists. Let's see, there is a question that came up. Is there a way to bring over zero cost for cost categories within a phase code so it is pre populated? For example, on a sub only phase code, when exporting a text file, I would like to have a placeholder zero value in my labor and equipment cost categories, not just the sub cost value. This is necessary for the accounting software we use, HeavyBid Desktop Export. So basically, we want to be able to export a zero cost cost code, or is it just a zero cost cost category such as labor and equipment? Either way, if I have a cost code with just labor, I still have a budget for equipment, materials, subs and other. In HeavyJob, it's just zero. However, in order for data to export, I do need cost in that cost code. Aaron, had one other question that came through. The question is, is there a plan to update the export to HeavyJob accounting module, specifically to increase the options as you're organizing the data for export? So currently, they said that they will edit the descriptions in the CSV file before import to their accounting Vista software, but the information is already in the HeavyBid database. You should not need to do that. In HeavyBid, there is a there is a change description quantity field that allows you to override the description before it goes to your accounting software. That will adjust what is actually being exported before it actually hits the for Viewpoint, the CSV file. If that does not solve your issue, I'll have my email up here afterwards. Please shoot me an email and we can continue that conversation, but this should solve your issue. Alright. Now, in this example, when we're importing the job, if I need to, I can always come in here and edit the job code. Heavy HeavyJob is also smarter to know when that job code is not currently being utilized. Now, as I mentioned earlier, HeavyJob works on a set of rate sets, labor and equipment. So at this point, I get to determine what rate set am I going to use. Do we just use a standard rate set? Do we use a HeavyBid rate set? We can use whatever rate set that we dictate on the HeavyJob side. For the sake of here, I'm gonna use standard and standard. If I want to fill in location information, I can do that. I also get to determine what cost type mapping I want. Basically, what that means is that if you are on HeavyBid advanced or higher, so advanced and comprehensive, you get additional cost types. Do I want to not import those additional cost types? Think overheads. Think trucking costs. Think those are the only two that are coming to mind at the moment. But any additional cost breakout that you want to track in HeavyJob, what cost category in HeavyJob do you want that going to? Miss one, miss two, or miss three, or however you define that on the HeavyJob side. Now I'm just gonna do miss one, miss two, miss three. And now we're actually ready to import. So I click import. I don't have any cost type conflict, so I'm just going to go click continue. We're importing the data on the HeavyJob side, and now I have that job in HeavyJob. I can see my cost codes. All of my cost codes are built out. If I come and look at my twenty four inch RCP, I've got my labor, my equipment, materials, and subcontract budget. I don't have subcontract miss one, miss two, or miss three cost in here yet. I still have a cost category budget on the HeavyJob side of things. I also can see that linked material and subs. This is where that advanced budget really comes into play. So now whenever I have this cost code on a time card, these materials are automatically going to show up for me as a filtered result so that I can choose whether or not to install or receive materials on that time card. Erin, there's another question that came in. I think you kind of already answered it, but the question was, is it possible to update the cost activities in HeavyJob? Say that one more time. I'm sorry. Is it possible to update the cost activities in HeavyJob? Is it possible to update the cost activity? So update the budget for the cost codes, or are we talking about the historical activity code? No response yet from the, attendee who asked the question, but We can jump over to Jason's questions while we wait in the chat. So Jason's question, can HeavyBid export out the crew hours to HeavyJob so that it populates the crew hour field in the cost code tables for HeavyJob? As of right now, Jason, the answer to that is no. Can we export it? Absolutely. We just need a landing spot and HeavyJob to accept it. So I can talk to Jonathan on the HeavyJob side and see what we can do about that for a future update. Thanks, Aaron. All right. One piece of information here that is extremely important. If we go back to cost codes, what creates that historical link? It is this historical activity code. What do I mean by that? Whenever we export a budget from HeavyBid to HeavyJob, one bit of information that gets sent along with it is the historical activity code. That historical activity code is what's going to tie back to HeavyBid when we try to bring that information back. And we'll get to that here very, very shortly. Alright. The next question is how can we export cost codes to Excel? How can we export the cost code list from HeavyJob? Under cost code setup within the job, we can export that out to Excel. You'll see the cost codes here. We can open that up. And you'll see essentially exactly what you saw on on the main screen here. You have your list of cost codes, quantity unit, historical activity along with your budget dollars. And you see that right up here, the export to Excel option. Alright. Jumping back into the job. For the sake of time, I went ahead and on a separate tab here, I went ahead and created a time card. In this time card, for this job, and again, it's my desktop May webinar, I am pulling it directly from my furnish and install RCP cost code. If you remember, we did a combination of bid item hyphen activity. So when we jump back to HeavyBid, we'll see this in bid item forty, activity four hundred eleven thousand two hundred forty. I did a production quantity of one hundred units. And I added several labor crafts as well as multiple pieces of equipment. And I have my hours against each one of them. Now, how that information gets back over to HeavyBid? It's all done in the background. You don't have to do anything. The second you lock a time card, whether that is sending the time card in from the field or you're on the manager system in the in the web, and locking that time card, that's when the data becomes available on the desktop system. Now, how do we get back into HeavyBid and see that information? Well, it's pretty straightforward. So we're going to actually jump back into HeavyBid. And I see the follow-up question here. My HeavyBid does not lay out like this. The other way that we can see that in HeavyBid is under the assigned cost codes. I can see my HeavyJob code here and I can simply right click, send to Excel, and that'll dump this table out to Excel. If that does not answer your question, please shoot me an email. I'll have my email up here at the end of the webinar, and we can get you the information exactly the way you need it. Alright. So the process to get that data back into HeavyBid is from a from a function called production history. I'm taking my actual productions in HeavyJob, and I'm bringing them back into HeavyBid. Now, how do we turn that function on? In HeavyBid, under tools, preferences, and system, we're gonna come right down here to web applications. We're going to expand that. There's an option in here called production history. If you do not have this option, please update past HeavyBid twenty sixteen. And you'll see production history is enabled in credentials. If you do not see a green check mark here, give HCSS support a call. This is a one minute phone conversation. We just turn it on on your system credential setup, and it'll show up here. Now once this is enabled, we just simply have to turn the function on in HeavyBid. That's nothing more than a checkbox here, enable production history in HeavyBid. For anybody in this audience that is an enterprise user, you simply need to tell this division of HeavyBid what business unit of HeavyJob to grab the production history data from. In this case, I'm just grabbing it from the manager system. And then in the tree view, we have a shortcut button that looks like a pair of binoculars. We are using that shortcut button to actually launch production history. Now I get two options here. I can either set it just for myself, or I can set it for all users. If you're on a multi user system, just be careful. If you're setting it for all users, you're changing that preference for every user in your system. Now, once you set that up you're ready to use production history. So we're actually going to navigate back over to the tree view And I see a couple of questions. Okay. Those are just the the ones we already had. And we're actually going to navigate back over to that bid item forty, activity four hundred eleven thousand two hundred forty, my furnish and install twenty four inches RCP. Now you'll see here it's a pretty standard activity, Activity code, quantity unit, I've got a crew, I've got a production type, and I've got a production rate along with labor, equipment, materials, and quantities for those. Nothing out of the ordinary here. To access production history, all I'm going to do is come up here and click the binoculars button. It's this button right in the top right. And the first thing it's going to do is it's going to bring up my production history analysis tool. Now you'll notice here right on the top left, it's going to do an initial search by that activity code. Four hundred eleven thousand two hundred forty, that's our initial search. Again, we are searching that historical activity code. And we're going to return the results that match that historical activity code along with whatever fits into that, our initial filter variance information. Right out of the gate, this quantity variance is set to twenty five percent. And from the last, I believe is set to one year by default. This is all information that we can change in estimate preferences. So I suggest you go into your master estimate and set that to whatever you want. If you want to just encompass everything, set the quantity variance to all nines, think it's like nine hundred and ninety nine thousand percent. And from the last, set it to all time. Or all available. That will give you basically every single result possible. What table is the production history data stored in direct access? It is not the production history data is not stored in any one date table. It is the actual transaction records from HeavyJob. We are making calls directly into the live transaction tables on the HeavyJob side. When comparing actual production history in HeavyJob to the production rate in HeavyBid, how does HeavyJob convert the productivity to match the prep the production type that was used in HeavyBid? UHHU, so on. From what I've seen and from what support has told me, it converts all productivity to just units per man hour without converting all of my production types in HeavyBid to units per man hour. Makes it hard to use the production history to update our HeavyBid production rate. Well, that's not exactly true. So Jason, I think you've been misled to a degree. In this case, I've got units per hour production. And you'll see here, if I bring this down a little bit, you'll see on my activity, I've got my production type set to units per hour, and I've got a rate. So under my estimated data, it's going to show units per hour. However, if I need to see other bits of information, different production types, I can simply go to my field chooser here, and I can see hours per unit, I can see units per hour, I can see additional bits of information based on whatever set of data that I want to display. So you can see other types productions. That bit of information is not stored in any kind of HeavyJob transaction table. All of that information is calculated directly within HeavyBid. Now in this in this case, again, we have our units per hour, we have our man hours per unit, and our man hours. That's great from a from a historical job standpoint. This is just going to show me what's on that job. What if I need to see more detail? I need to see how that information was gathered. Well, I can click the details button and I will see the list of all of the time cards. Now for the sake of demonstration, I just made one time card for this webinar to try and make it as direct as possible for what information is displaying on the screen. So I'll see based on my job, then I see the list of time cards. If I need to see even more detail than that, I can click detail again and I can actually see the breakdown of that time card in the field. So you'll see all of my labor, all of my equipment. I can see all of that information directly right here in the time card. It's the exact same information. And I see my summation, my total labor hours, my total equipment hours. And that's great. What if that does not give me all of the information that I need? Well, I can change my filters, and we'll just see all of the information we have available. Now, I have two activities that have that particular historical activity code. That's great, but I know I have more in there. Well, I can come up here and I can search by keyword, RCP. RCP brings in all kinds of information. Now I have several, several results from multiple different jobs. And you'll notice here my cost code, four hundred twelve thousand three hundred. If I want to see what my historical activity code is, can come back, come up here to my field chooser. And I can add my historical activity code. You'll see here, I've got a lot of different historical activity codes that are referencing that RCP. You'll notice on the description, I've got twenty four inches, I've got thirty inches, I've got thirty six inches RCP. I can refine that just simply based on the keyword. Rob, I'll take that into into consideration here. Now what Rob is asking is in a future webinar, could you please through run through some of the examples of how best to use the advanced search functions. What Rob is referencing is there is an article in on help dot HCSS dot com about using production history search syntax. If you just search in help dot HCSS search syntax, this is the first article that pops up. This goes through all of the different examples of different search terms and different combinations of searches that you can use in order to get results. Erin, could you grab that link? Awesome. Drop it in the chat. Thanks. Let's see, sending that to everybody here. Yeah, there's the link so that everybody can have that, and we'll jump back to HeavyBid here. Now I've searched. I've returned a bunch of results. What can I do with this information? Well, this is fine and dandy, but it doesn't do me any good if I can't apply it to my estimate in some form or fashion. Well, you'll see here that I've got production I've got production quantity, and I've got crew production information here. All of that information sums up and averages out based on my historical data. So based on all of this information, my historical average production for this type of work is fifteen point six six units per hour. So I'm actually kind of undercutting myself by saying I can only do twelve point five. My history tells me I can actually do a little more lowering my cost of this item, potentially boosting my profit dollars if I wanted to submit it at the same same information or the same dollar value. Now, how quickly does that information update? Well, my average automatically resets as soon as I deselect or reselect something else. What does all that mean? Well, you'll see here, I've got a production quantity of one hundred linear or I've got an estimated quantity of one hundred linear feet. That's great. I can see my production quantity for my jobs right here. And I've got thirty one linear feet. I've got one hundred linear feet, one hundred and eighty linear And then I have an outlier here at two thousand one hundred linear feet. Every company is a little bit different, but there's also a sense of scale. In many cases, the crew I am using to do one hundred linear feet of something is probably going to be drastically different than if I'm doing ten thousand linear feet of something. So I can remove the outlier, and now my historical data looks drastically different. I went straight from fifteen units per hour to four point eight units per hour. Now I am basically saying that I am estimating way too fast. I can see that my historical average is much, much slower. So I can use that information now. All the way to the right, I can see right to current activity. I can copy this, the top, however many entries I want. If I want it to be ten entries, I can do that. And I'm gonna copy that to my activity notes. We're gonna look at that here in just a second. But I can also use the average production rate. So that historical production that we have right here, we can actually return that back into the crew productivity rate. I'm not worried about risk analysis for this webinar, but you'll see here now my productivity rate is updated. Now four point eight six six nine is an extremely unique production rate. So what I expect is your chief estimator is gonna go through in the estimate review and go, how in the heck did you come up with this number? Well, I can simply come over here to my activity notes, and I can show that this is the historical average of what I am actually doing out in the field. That's why my number is not only so specific, but it's also so much lower than what we estimated at initially. That's when you can have your conversation with whoever your chief estimator is, your owner, and determine if you want to modify that or not. Any questions on simply returning that data? I think there was one question we might have skipped, but I can be wrong. How does HeavyJob check actual production with estimated production after the time card is entered? So how does HeavyJob check actual production with estimated production? That is an excellent question that I do not believe they actually do, but I am not positive on that. So I can find out and Brad, I will follow-up with you after the webinar. All right. And Jason, the next question is, how does production history handle rolled up codes? Rolled up during the export from HeavyBid to HeavyJob. So the question is, how does the historical activity code come together if I am rolling up multiple activities? That's an excellent question. Let's go through it together. So what do we mean by that? Let's say I have three activities here. I've got survey layout services, mobilize equipment, move subcontractors. Three activities with three very different activity codes. If I give them all the same HeavyJob cost code, how does that look coming over to HeavyJob? Well, let's send it over and let's see what it looks like. And we're gonna do a dash two here. Now no new materials. That's fine. We're gonna go jump at that job. Jason, you're absolutely right. This is not a great example, but it is it's not a great example of a real world use case, but it is a good example of what HeavyJob is doing. So if I go look at that cost code, what we expect is one lump sum. Same thing we do when we export to accounting. If I have three activities with differing units of measure, we don't have a conversion tool to convert square yards to cubic yards or square yards to linear feet for every permeable combination. So when we have a consensus on the unit of measure, we can't sum the quantity. So we just export as one lump sum. However, in the description quantity unit override, we can fix that before it gets out to HeavyJob. Now, in this case, this is the information we care about. This historical activity code, nine hundred thirteen thousand. Where does that information come from? It's coming from the last activity that gets that assigned cost code. So when we do the roll up, that's something we do need to be careful of. We need to make sure that that historical activity is actually correct that we want. Now, the question might come up. And Jason, I'm very thankful you actually asked this question because you actually gave me a much better lead into this next piece than I was going to use myself. So thank you very much for that. How do we update those historical activity codes? The example I was going to use was the example I was going to use was well, in a lot of cases, we do activities ten point one, ten point two, ten point three, twenty point one, twenty point two, and so on. We don't have an activity code book. We make everything up on the fly. So that basically makes the initial historical activity search kind of useless. Well, yes and no. It makes the initial search useless until you do something about it. Now, how do we do something about that? Well, we can always come in here and modify that historical activity code on a job by job basis. That is doable, but it's also slow. It's also tedious. My personal preference on how to handle that is back under tools, preferences, and system. If we jump back into web applications and production history, there's an option in here. Update historical activity codes. Now what does this do? Well, I can search based on a keyword here and you'll see I have all of these historical cost codes that are in a bunch of different jobs that have no historical activity code. Some of them do, some of them don't. Well, how do I get that information to show up? Well, I can go ahead and I can apply one at a time, or I can come over here and do in bulk, apply a specific historical activity code to all of those results. I can save that change, and I can rinse and repeat until I get consensus. Right? Until I get the right data that I want to search on. So now that that information is in my my production tables, because we're writing that directly into the production tables, I can come back into my estimate entry. And let's see. I get some data here. There might be a lag time to getting that data to actually populate, but it's going to search on that historical historical activity code. You'll see here I see that four hundred twelve thousand two hundred forty all the way through. Oh, that would explain it. We actually updated it. However, the activity code that I sent over is not the one that I input. I did four one two two instead of four one one two four zero. So that's my bad. However, if we had searched based on if we had input four one one two four zero, we would have got all of those results. Is that how hybrid HeavyJob users can update historical activity codes? Jason, the answer to that is yes. Whether you are using HeavyJob Desktop or you're using HeavyJob Web, you're using the same transactional tables in the background. So that's how we can update the historical activity code in mass and in bulk in order to make that initial search and production history that much more efficient. Alright. Ladies and gentlemen, that is all I have for you today. So I'm going to open the floor up to any questions. As I mentioned earlier, here's my email right at the very bottom here. If you have any follow-up questions or questions about doing something specific in your environment, please do not hesitate to shoot me an email. I'm happy to jump on a call and talk to you about any anything related to production history. Can we get some production rate related reports and insights? Jason, is that HeavyBid Insights or HCSS Insights? HCSS Insights. We are actually in talk with the Insights team right now to get some of that HeavyBid data over to, Insights. So hang back. There should be something for you, fairly soon. Where in the setup do you change that filter for quantity variance? Excellent question. So where do I change that? Is under tools, preferences and estimate. If I go over here to estimate entry, I'll see my defaults for historical analysis filters. I can change that quantity variance to whatever percentage that I want. I can change the number of entries that I want, and I can change from the last date range that I want. Remember, this is an estimate preference. So if you want this to be a specific number for all estimates moving forward, please make the change in your master estimate so that those preferences are inherited for every future estimate. In production history, can you compare the units of labor, that was used on the time card versus what was used in the estimate? So Jason, are you looking for basically headcount? Are you looking for labor hours or labor pieces? Labor pieces. Right now, no. But I can definitely add that as a as a wish list item for for production history. We're adding a little bit more production history basically with every release, so I can add that to a future release. Next question that came in was my binoculars takes me to the cost history averages tab. Is that an older version of HeavyBid? That is because we do not have the preference for the binocular set. So remember under tools, preferences, and system, I want to expand web applications and go to production history. I want to change that preference to open the binoculars to production history. I want to click it either for myself or for all users. Now if I set it for myself, I'm essentially changing my user preference. If what does that mean? Under my user preferences and display, what does my production history button go to? It's either gonna take me to my cost history, which is what your use which is what yours is currently set to, my list of activities. You'll see that if you're a HeavyBid basic user, or do I want it to go to production history or estimate history? So I just set that preference and I'm off to the races. Jason, you're absolutely correct. In theory, more labor pieces equals, better production. That's what we hope anyway. All right, I'm going to hang back. I'm going to see if there's any other additional questions that come in, But if you got to run, I thank you very much for taking the time to sit through the webinar, and I will see you at the next one. -Thanks, everyone. I dropped the links one more time in the chat if you want to grab it that we called out in today's webinar. How do we watch the video later? The the video should be within a couple of days. It'll be loaded up to the academy. So if you log in to the academy, which I believe is the first link in what you in what Melissa just posted, you should be able to search for this webinar, and you can search HeavyBid webinar, and this should be the top result within a couple of days. And we'll also have it in the follow-up email as well so you guys will get the recordings. All right. I'm not seeing any new questions come in. So thank you all very much, and y'all have a great rest of your day. Bye, everyone.
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