CCC ONE® Estimating Files

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.

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.

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.

Before you can upload estimates, you need to export EMS (Estimate Management Standard) files and save a copy of your estimate as a PDF from your estimating program.

How to

Configure your import options

  1. On the toolbar click, Configure, then click Machine Settings.

  2. From Machine Settings, expand the Import/Export options, and then click EMS Extract Preferences. These options determine when or if CCC ONE will import an assignment and if you will receive a confirmation message.

  3. Click File Import. Select EMS 2.01 Estimate as the Import Type.

  4. Select the Location to apply to this setting.

  5. Locate the EMSIN directory path.

  6. Click OK to add this import path to your Machine Settings.

Configure your export options

  1. On the toolbar click, Configure, then click Machine Settings.

  2. From Machine Settings, expand the Import/Export options, and then click EMS Extract Preferences. These options determine when or if CCC ONE will create an extract and if you will receive a confirmation message

  3. Click File Export. Select EMS 2.01 Estimate as the Export Type.

  4. Select the Location(s) to apply to this setting.

  5. Locate the EMSOUT directory path.

  6. Click OK to add this export path to your Machine Settings

    Once you have the EMS Rules set up, you can create EMS Extracts. When you create an EMS Extract, your data is saved to the path you chose in the EMS Export. Your EMS files should automatically export upon locking the estimate, but you can also extract them manually:

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.