What You'll Learn:
✅ How to set up your first estimate project
✅ Navigate the BNI Pricing Database with CSI master format
✅ Add concrete slabs and other construction items
✅ Adjust quantities and see real-time pricing updates
✅ Export estimates as PDF or Excel files
Happy estimating!

Transcript

0:00
Hello, I'm Grace from BNI Data. In this video, I'll guide you through how to build your very first estimate using BNI Access, powered by eConverge.

0:11
Start by logging into your account. Once you're in, you'll land on your main dashboard. From the menu on the left, click Unit Cost. This will take you to the Unit Cost Estimate page.

0:22
To begin a new estimate, click the Create New Estimate button. Now, fill in your project details, like the name, location, metro area multiplier, project units, a brief description, scope, and any related links.

0:39
We'll use Philadelphia as the project location. Click the Select Metro Area Multiplier button, then search for and select the Philadelphia metro area. This will automatically adjust your pricing to reflect local construction costs.

0:54
Once you've entered everything, click Save. If you'd like to add an image to your project, hover your mouse over the image box and click the plus button. Then, browse your computer, select the image file you want, and upload it.

1:08
Next, look for the My Cost Book button. You'll find it at the bottom right of your screen. Clicking it opens the BNI Pricing Database, organized using the CSI master format. This format helps ensure no detail is missed in your estimate.

1:25
Let's add our first item, a concrete slab for a two-car garage. Start by selecting Division 3, Concrete, from the left side. Then choose 0331 Placing Concrete. Scroll to the Slab or Concrete section. Adjust the window as needed and check the box labeled By Chute. Now, click the Transfer One Item button and then select the OK button.

1:53
To add more items, simply repeat the process. Open My Cost Book. Then find and select the cost items you want to include in your estimate. After making your selections, click the Tag Items to Transfer button. The Transfer Item button will display the number of items you've selected during this session. When you're done, click OK to exit the database modal.

2:15
With your items added, it's time to set the quantities. If you need more space, you can resize the Unit Item List window by using the control buttons located just above it. Now, go through each line item and adjust the quantities based on your project's requirements. As you make changes, the system will automatically update your total estimate in real time.

2:36
Need to remove something? Just click on the item to highlight it with a green outline. Then click the trash can icon to delete it from your estimate.

2:43
When you're ready to share your estimate, click the Export My Estimate button just above the image box. BNI Access provides two options. Export as a PDF, perfect for printing or sharing. Or choose Excel if you want to make further edits or customize your estimate.

3:02
Thanks for choosing BNI Data for your estimating needs. If you need help or have questions, contact us using the information on the screen. Have a great day and happy estimating.