CCC Pathways® Estimating Files

When preparing CCC estimating systems to export estimates, use the default settings of the product or make note of where you save your exported data. If you use the default settings for CCC estimating systems, your estimates display automatically when you select CCC prior to uploading.

This procedure describes how to enable EMS export and set the primary export directory in your estimating product. CCC estimating products are not Mitchell products, and Mitchell does not support or control such products. This procedure is believed to be accurate at the time of this release. However, any representations of a non-Mitchell product are subject to change without notice. Contact your system administrator or CCC for technical support.

EMS import/export cannot be activated in Pathways until you purchase a new profile disk from your local CCC sales representative. The EMS converter is not required.

If you are not using the default settings for importing/exporting estimating system files, e.g., EMS, you can use the following procedures to verify your import/export settings.

 

How to

Configure your import options
  1. Log on to Pathways with Supervisor user rights. Ensure all other users are logged off.
  2. In the list at the top of the left navigation pane, click Setup, click the Software icon, and then double-click Software Modules. The Software Module window appears in the right pane.
  3. Double-click EMS Interface Software Module.
  4. On the Extract Points tab, in the Create extract during PRELIMINARY Workfile when section, select the Lock Estimate check box.
  5. On the Rules tab, select the Create EMS Extract check box, and under Extract Format, click EMS Version 2.01 or EMS Version 2.6.
  6. Next to the Rules tab, click the Back One Folder icon (it looks like an open file folder with a left arrow above it). The Software Modules window again appears in the right pane.
  7. Double-click Communications Software Module.
  8. Click the Directory Interfaces tab. Make sure your shop name appears in the Company list. If it does not, select it now.
  9. Double-click the EMS Extract action of Receive. The Update Interface dialog box appears.
  10. In the Directory Path field, do one of the following:
    • If there is already a path, leave it as is.
    • If the field is blank, select a path from the list (for example: C:\PATHWAYS\DATA\ EXTCOMM\EMSIN\).
  11. Click Update.

  12. In the list at the top of the left navigation pane, click Workflow. Other users can now log back in.

    This completes the process to enable EMS import and set your import directory in Pathways. The system will now automatically import EMS files from the import directory when an estimate is downloaded from WorkCenter.

Configure your export options
  1. Log on to Pathways with Supervisor user rights. Ensure all other users are logged off.
  2. In the list at the top of the left navigation pane, click Setup, click the Software icon, and then double-click Software Modules. The Software Module window appears in the right pane.
  3. Double-click EMS Interface Software Module.
  4. On the Extract Points tab, in the Create extract during PRELIMINARY Workfile when section, select the Lock Estimate check box.
  5. On the Rules tab, select the Create EMS Extract check box, and under Extract Format, click EMS Version 2.01 or EMS Version 2.6.
  6. Next to the Rules tab, click the Back One Folder icon (it looks like an open file folder with a left arrow above it). The Software Modules window again appears in the right pane.
  7. Double-click Communications Software Module.
  8. Click the Directory Interfaces tab. Make sure your shop name appears in the Company list. If it does not, select it now.
  9. Double-click the EMS Extract action of Send. The Update Interface dialog box appears.
  10. In the Directory Path field, do one of the following:
    • If there is already a path, leave it as is.
    • If the field is blank, select a path from the list (for example: C:\PATHWAYS\DATA\ EXTCOMM\EMSOUT\).
  11. Click Update.

  12. In the list at the top of the left navigation pane, click Workflow. Other users can now log back in.

    This completes the process to enable EMS export and set your export directory in Pathways. The system will now automatically create and export EMS files to the export directory when an estimate is committed.

Attach PDF copies of estimates

The Estimate PDF tab in WorkCenter shows a preview of your estimate after you have attached it using the upload utility.

To see a preview of your estimate on the Estimate PDF tab, do the following.

  1. Confirm that you have saved or printed a copy of your estimate as a PDF.

    Write down the location where you saved or printed the PDF copy of your estimate. If necessary, use your estimating system to create a PDF using a PDF printer driver. PDF printer drivers work like other printer drivers with one important difference. With a PDF printer driver you get a PDF when you print instead of a piece of paper.

  2. Go to the Appraisal Assignment page and click Upload Estimate.

    This opens WorkCenter upload utility.

  3. Attach the estimate from your estimating system on the Estimate tab and click Next.

  4. On the Estimate PDF tab, click Browse to go to the location where you saved the PDF copy of your estimate and select it.

    Example

    After you browse to this location, WorkCenter will use this path to upload PDF copies of your estimate files.

  5. Click Next.