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How to Create Estimate Presets

Toolpath uses Estimate Presets to quickly provide accurate cost estimations. Estimate Presets can be customized for your shop using the instructions below.

Estimate Presets allow you to optimize Toolpath Estimator Platform costing results for the unique capabilities of your shop. To set up a new Estimate Preset, please follow the instructions below:

  1. Run a part in Toolpath by uploading it using this article:  How to Upload Parts.
  2. Open the Part from the Parts Page.
  3. Go to the Estimate tab.
  4. Click on the pencil icon next to the Default Aluminum Estimate Preset:
    estimate page
  5. This will open the Estimate Presets list. From here, you can either create a new Estimate Preset using the New Estimate Preset button or edit an existing Preset by clicking the vertical ellipsis and selecting Edit estimate preset:

  6. This will open either the existing Estimate Preset (if you are editing) or a new Estimate Preset. The Estimate Preset fields will autofill to the Default Aluminum preset included with Toolpath.
    est-ps-list
  7. Name your new Preset. We recommend naming by material, or material and machine, as stock cost per cubic inch and tool change time will vary.
  8. Fill out the Estimate Preset fields with the appropriate values for your shops capabilities. The Estimate Preset fields used by Toolpath are explained below:
    1. Base Cost: Base cost is the flat rate price for you require for any job. Toolpath applies Base Cost to an estimate only once and does not multiply the base cost by part quantity.
    2. Stock Cost Per Cubic Inch: Enter the cost of the stock material you are sourcing. 
    3. Cost Per Set-Up: Enter your cost per setup. This is multiplied by the number of required setups to machine the part in the estimate, but not by part quantity. Fixturing and workholding costs should be included in cost per set up.
    4. Cost Per Machining Minute: Enter your cost per minute of machining time.
    5. Tool Change Time: Enter the tool change time for your machine. 
  9. Click the Create button to save the new Estimate Preset.
  10. You can now access the new Estimate Preset through the Estimate Preset selection menu through the Estimate tab for any part, and when editing or creating a Cut Config:
    est-pre-dropdown
  11. Select the new Estimate Preset when viewing the Estimate tab in any part to apply your custom parameters to the part estimate, or use it as a default Estimate Preset when creating Cut Configs.