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Construction Estimating
(MEP)
Course Notes
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Starting Up
Chapter 2. Starting Up
2.1 Starting Candy
Start the System from the windows desktop by double clicking on the Candy shortcut
Complete the user Login with your User Name, Initials and Company name.
For example, if you are tendering in a joint venture with another firm, you can create a brand new
company for that bid.
To select a company, position the cursor on the required company and use Enter or Double click.
Starting Up
Note: You may enter a Company Code and a Password for your company
Starting Up
The job manager generates a new header and new job automatically. You may create up to 99
jobs within a company that can be copied, renamed, deleted and backed up using the Job menu or
using the Right-click Menu.
2.5
Starting Up
Do This
Click the Job > New Job menu
Edit the job name to read Villa MEP and then click
Note: You may designate a Job Code and Password for your job
Starting Up
Recover the Ventshaft and Substation Contract using the following directory on the Candy
Installation CD <CD Drive>/Demo Jobs/Candy Demonstration Job - 2008
Click
Click on
to confirm
Starting Up
Starting Up
The registration process is completed telephonically using a set of unlocking codes. If the system
has been registered, the job selector will be displayed.
CCS will allow prospective clients a free trail licence to assess the software.
Please contact the nearest CCS office:
South Africa
Tel: 086-11-CANDY (RSA only)
Tel: +27 12 643 0380 (International)
Australia
+64 212 833 822
India
Cochin: +91 484 411 4141
New Zealand
Auckland: +64 212 833 822
Portugal
Lisbon:+351 (91) 724 1305
Porto:+351 (91) 861 9171
United Kingdom
Bournemouth: +44 (1202) 582 653
Glasgow: +44 (1505) 506 118
Application Tab
Candy Version
System Settings
General Toolbar
Application Menu
Application Toolbar
General Menu
Customise Toolbar
The Candy user interface consists of four main sections namely: Title bar, Application Tabs,
Application Menus & Toolbars.
Candy button
System Settings
Title Bar
Candy version
Application tabs
Application menu
General menu
Menu for Utilities & Help including telephone list, daily dairies,
card games, help files, licence registration, support information
& a website link to Update the Candy version
General toolbar
Application toolbar
Customise Toolbar
then click
Document Title
Document Menu
Document Toolbar
Column
Selector
Escape
Select all
records
Record
Selector
Page Navigation
Buttons
Function Buttons
Document Title
Split screen
buttons
Escape
Document menu
Document toolbar
Tool buttons for larger or smaller screen fonts, line deletion, find
& replace, export to Excel and print screen.
Function Buttons
Record selector
Selects the entire record. Right click to display the record menu
Column Selector
Selects the entire column. Right click to display the column menu
Page Navigation
Buttons
In a record selector:
In a selected column:
Fonts
Change the font, style and size for various areas of the system. You may find that the view is
limited in a document, for example the Bill of Quantities, and may need to adjust your fonts later.
Documents
Colours can be selected for cursors and input fields on documents and level headings.
Tool buttons
Frequently used shortcuts keys can be activated here by applying ticks or removing ticks
Do this:
14
The Candy system can be configured on the network by setting up the folders and paths. The
following paths can be set as below:Common backups to set the path to the Common folder used by all the users wishing to backup
data on the organisations network. (The backed up data can be recovered by other users)
Archived backups - to set the path to the Archived folder for the individual user who wishes to
backup data on the organisations network. (The backed up data can only be recovered by the
individual user)
Candy network masters To set the path for a master network company enabling users to access
the master library job centrally
Microsoft Excel - the path pointing to Excel for exporting Candy data directly to Excel.
15
Function
Left-click
On an Active Document - moves the cursor line to and positions the editing
cursor at the mouse pointer. On an Inactive Document - Turns the document
Active and acts as above.
Right-click
Double Click
Fetch another document, i.e.: Double Click on a Net Rate calls up the
Worksheet.
Row Record
+Left-click
Row Record
Shift+Left-click
Marks the Start and End of a Range of records for Dragging and Dropping.
Alt+Left-click
Keystrokes
This is a list of the Editing and Cursor Movement Keystrokes, with a brief explanation of the
function, and the equivalent Icon if available.
Note: Normal Windows shortcut keys can be used e.g. Ctrl C Copy, Ctrl V Paste etc.
Shift+Esc(ape)
Esc(ape)
Ctrl+Tab
Ctrl+Insert
Ctrl+Del
Tab
Moves the cursor forward to the next Field. Shift+Tab moves the cursor
backwards.
Home
End
Ctrl + >
Ctrl + <
16
Ctrl+Page Up
Ctrl+Page Down
Ctrl+Enter
Backspace
Ctrl+Backspace
Ctrl+Left-arrow
Ctrl+Right-arrow
Ctrl+Up-arrow
Ctrl+Down-arrow
Shift+Ctrl+Downarrow
Shift+Ctrl+Uparrow
Ctrl+Space Bar
Shift+Ctrl+Space
Bar
Ctrl+R
Shift+Ctrl+R
(Ctrl+D)
Ctrl+U
Ctrl+L
Ctrl+T
Ctrl+K
Ctrl+J
Copy the Field above and moves cursor down one line
Alt+Del
Shift+Alt+Del
Ctrl+Z
Undo.
Note: As soon as the cursor is moved off the line, the line is stored
and the undo button will not function
17
We are going to create the Bill of Quantities below by importing these Bill pages from Microsoft
Excel.
18
The New Estimate setup dialog appears when accessing the job for the first time. The estimate
setup dialog is used to select a Master and entering the tender details.
An explanation of Masters
A Master is simply a library, another previous job from which bill items, resources, definitions
and other information may be copied into the current job.
Any job may be used as the Master for the current job. Typically, an estimator will create a
special Master, which will be the source of standard information for use in other jobs.
Proper use of Masters can have a major impact on the speed of creating and pricing an
estimate.
In this instance, there is no previously priced job that can be used as a Master for pricing
Villa MEP.
Do this:
Since there are no previous jobs and no Master, ensure that the Master selection checkbox is not
ticked then click
A Bill document exists in Candy for importing Bills. The Bill Importer document contains all the
tools required to import and format the Bill.
There are no bill items at present. Copy a Bill from an Excel spreadsheet and paste it into this
document.
21
Right Click on the selected range and Copy (or Ctrl-C) to copy the Excel data to the clipboard.
23
The Column Selection dialog box appears. Identify the Item number, Description, Unit and
Quantity. Click the item in the list on the left that identifies the column under the big grey arrow.
The arrow will move to the next column. Click
when completed.
24
25
Do this:
To set a page break on Plumbing right-click in the New Page No. column for this item, and choose
Set page break marks
Click
Repaginate the bill. Right click on the New Page No. column header and select Paginate the Bill
26
Click
and click
27
The bill has now been imported and the corresponding/required page breaks set. Now close this
document
28
The Document Manager contains a standard set of data and column layouts that may be copied,
customised or renamed. The layouts in the Document Manager are universal to all jobs in Candy.
Any changes made to a document layout will be reflected in all jobs.
29
All non-Bill items imported from an external file will be marked as comments. Many of these can
be converted to meaningful headings to improve the readability of the Bill.
Do this:
Open document 1.1 Standard Bill of Quantities and change the first comment ( ) of each page
to a Level 2 heading by typing the number 2 in the Level column L (the first column). As the
level changes, the line colour will change to the colour for that level.
Notice that all pages of the bill are shown. The Candy bill can be displayed in a multi-page mode
(like this), or a single page mode, where only one page is visible at a time.
Do this:
For simplicity in the next exercises, from the Bill document menu, click View>Deselect Multi-page
Bill to get the one-page-at-a-time mode. Now close the Bill document.
32
Price item A 100mmx75mm by entering 45.00 in the Net Rate column & press Enter.
Every bill item will require a Trade Code when pricing.
No Trade Codes currently exist in this job. Candy will allow the defining of codes at this stage.
Click
33
In the New Trade dialog, enter an M for the code and the description as Mechanical and click
to add Earthworks trade to the Trade Codes list below.
Allocate the new Mechanical trade to the 100mmx75mm GI Duct bill item by selecting
Mechanical and
Note that PT is displayed in the Attributes column indicating that the Item now has a Plug rate and
a Trade allocation.
34
Select 1.1 Trades. Note the Mechanical trade was added when pricing 100mmx75mm GI Duct.
Define the remainder of the trades by entering an Alphabetic letter as a trade code and a
description. A maximum of 52 Trades may be defined.
35
36
Do this:
Click Main > Definitions and Settings (or
Go to the document manager again, customise document 1.5 Split Rate Pricing by adding in the
Attributes column as before, and then open the document.
Note that the document can now display the newly defined Net Split Rate columns.
37
Note the ST in the Attributes column indicating that the Item has a Split rate and a Trade.
Candy automatically created the Price Code for the first priced item.
Example:
The Bill item A 100mmx75mm on page 1 has a Price Code M00005 with a rate of 45.00. By
allocating, the same Price Code to any other bill items will price them using the Price Code rate,
effectively speeding up the pricing process. Pricing using Worksheets is made a lot easier if Trade
codes are initially allocated to the relevant bill items.
41.
The Mechanical Trade code has been allocated to all items on page 1.
Using the same method, allocate trade code P to the Plumbing bill items on Page 2 & allocate
trade code E to the Electrical bill items on Page 3.
42.
Enter the details for the new resource in the Resource Input dialog as shown below.
Click
44.
The resource description and rate is now displayed on the worksheet. The resource is 60/m2 and
the bill item is per Lm. We need to enter some production against the resource to arrive at a per
Lm rate.
We will now create a detailed unit rate build-up for the Page 1 Item A 100mmx75mm duct using
first principles of pricing.
We will make this Unit Rate build-up template universal using Variables & Applied (Worksheet
Tools & Shortcuts discussed later) so that this template can be used to price other sizes of duct
as well.
To put things into perspective lets take a look at the cross section of a duct at the bracket
assembly to understand the components involved. Ref Fig A.
Fig A.
45.
Lets populate the resource list with the additional resources required to price the duct.
46.
Now press enter on the DUCTAREA calculation line and message confirming the calculated value
will appear.
Click
47.
Worksheets can be documented by leaving at least one blank space on the left of the worksheet
followed by the relevant comment.
Add a comment AREA OF DUCT PER UNIT LENGTH {UNIT M2/M}
Calculations are detailed by starting a calculation line with a question mark ?.
To display the calculated value of production on the worksheet type the following ?[DUCTAREA]
and press Enter.
Type in resource productions to arrive at the unit for the bill item. The calculation is entered on the
worksheet as it would be written on paper (format free).
Candy recognises the syntax %waste on a worksheet as long as there are no spaces between the
+10%waste. The system will generate a wastage report.
48.
Insert an existing resource in the Resource list using the right-click menu.
Do this:
Open the Resource List by right clicking on a blank line in the worksheet. Choose Resource list on
the menu.
49.
The worksheet now contains the resources, but no calculation for the rate.
Now enter the following calculations against each resource in the worksheet
The worksheet contains multiple calculations. To display the total of all calculations, place an
equals sign = on a new line against the left margin and press enter. Notice the total for these
calculations at the end of the line.
Click on
Click on
Complex Resources
A Complex Resource is created by assigning a level number between 1 and 9 in the Resource List
type column.
Do this:
Enter the new complex resource L01005 Ductwork Team (1D+2H) in the resource list
Complex resources must be priced using a worksheet. With the cursor on the L01005 Ductwork
Team (1D+2H), click on
53.
Now the Resource List shows Simple Labour & Material resources and one Level 9 Complex
Resource. Note the resources have rearranged themselves in the alphanumeric sequence of the
resource code.
Insert a resource into a worksheet using the Drag & Drop method
Do this:
Open the Worksheet for the bill item 1/A 100mmx75mm. To make it easier to perform these
operations, move the Bill, Worksheet and Resource Lists into the positions as displayed below.
Click and hold down the mouse button on the record selector for the Ductwork Team (1D + 2L), in
the Resource List and drag & drop the resource onto the worksheet.
Click
From the bill document click on the record selector bar for bill item 1/A 100mmx75mm and drag
it into the worksheet for 100mmx100mm.
The worksheet calculations for Bill Item 1/A is copied into item 1/B worksheet. There is no need to
input the resources or the production as this information was copied from the previous Bill item
1/A.
Click
Adjust the height of the duct to 0.125m to suit the item 1/C
All the items on page 1 should now be priced and the page total should be 4,748.64
To view totals for all headings in the bill do the following,
61.
Note that many resources of the worksheet share common calculation to arrive at the unit rate,
rather than entering the calculation against each resource; we can introduce an applied factor.
7.2 Variables
Local Variables
Local variables are defined and used on a worksheet using the square brackets [ ]. Local variables
are only recognised in the worksheet that they are defined i.e to use a local variable in a worksheet
it has to be defined on that worksheet first. Eg. [WIDTH], [HEIGHT], [DHOURS] etc which have been
used in the rate build-up of the ductwork items on the BOQ.
Global Variables
Global variables are used on worksheets. Any numeric parameter that affects the job as a whole,
such as the project duration, can be defined as a global variable. Unlike local variables which apply
only in the worksheet/s that they defined, Global variables can be used on many worksheets.
Therefore the numeric parameter can be changed centrally in the definitions and it will then apply
to all the worksheets that contain the global variable.
Go to the definitions and setting
Headings can also be used on used on worksheets as separators or for segregation. Note that the
headings on the worksheet do not summarise the line items below the heading, they only work as
separators. The syntax of creating a Heading on the worksheet is by leaving a blank space on the
left of the worksheet followed by the level of the heading that you want to assign {1 9} followed
by a ) {round bracket} followed by the relevant comment as below.
Click
Subcontract Adjudicator
Subcontract Adjudicator
Subcontract Adjudicator
The Subcontract package allows for a maximum of 12 subcontractors to be adjudicated. Bill items
from a section in the Bill may be imported into the Subcontract Package.
68.
Subcontract Adjudicator
Click
Note that General Plumbing has not priced item 2/C, so leave the rate as blank. A zero rate would
indicate the item has been included. Max Brothers has given a 5% discount; therefore, a factor of
0.95 is entered in the factor field below the subcontractors name.
Note that Max Brothers rates are not discounted but the amounts are discounted.
69.
Subcontract Adjudicator
The common total is the totals for the subcontractors for those items that have all been priced.
There will be a balance if any of the subcontractors has not priced and item.
The maximum make-up is calculated using the maximum rates from the other subcontractors who
have priced that item.
The minimum make-up is calculated using the minimum rates from the other subcontractors who
have priced that item.
General Plumbing has an un-priced item; therefore, the column total is not a fair comparison.
The adjudication can now be used to make a fair comparison between General Plumbings quote
and the other 2 subcontractors quote using the maximum totals (worst case scenario) and
minimum totals (best case scenario).
Click
70.
Subcontract Adjudicator
To Transfer the rates from the subcontractor adjudicator to the bill item worksheets a simple
resource is required with a rate of one, a PPR pipes subcontractor resource has never been created
and one will be created during the transfer process. The subcontractor rates can be added to the
worksheet using Add or Update. Enter the resource code S0001 in the resource code field.
71.
Subcontract Adjudicator
Select Amend & Select resource type S in the type field and enter the Unit as sum, select the
option to copy subcontractor name to resource remarks and click
Subcontract Adjudicator
8.7 Open the Bill to view the priced PPR Pipe items
Do this:
Open document 1.5 Split Rate Pricing
Note all the items on page 2 have been priced using Max Brothers discounted rates.
Access the worksheet for Item 2/A and note that resource code S0001 is displayed with the
relevant subcontract rate from Max Brothers.
next to
When this button is used, it will store this worksheet and open the next bill items worksheet.
icon.
The subcontractor Net Amount of 580.45 is the same total as calculated in the subcontract
adjudicator for PPR Pipes when we displayed the Subcontract adjudicator results.
74.
Click
The bill usage columns is relative to the unit of the resource, i.e. 192.60 hours of Helper at 7.00/hr
or a total allowable of 866.70 to spend on this resource, similarly, there are 54 nos. of M8 Unifix
Anchor allowed on the job. Changing rates in the resource list will substitute the adjustments
through all related worksheets and update the Net rate for each bill item.
75.
Mark Up
Right-click in the Mark up column and choose General markup utilities > Markup ALL trades.
Mark Up
Then click
Then click
77.
Mark Up
Do this:
Right-click in the Markup column and choose General markup utilities > Trade markup.
Mark Up
Click
The Markup type column now indicates what type of mark up has been applied.
79.
Mark Up
The Gross amount is displayed with the net split amounts for Labour, Plant, etc. The last column
represents total markup amount.
80.
Mark Up
Job Reports: These reports are only available to the current Job, and they are included as part
of the Job backup.
My Reports: These reports are available to all the jobs on your computer, so they are NOT
backed up with Jobs.
Try printing the following reports and select the various options to see the available reporting
formats.
Report Headings
-
Bill of Quantity
Worksheet Reports
Resource Analysis Reports
Analysis Reports
Check and Review Reports
81.
Enter the following resources 510, 520 and 230 on the resource list
Pricing Practical
Pricing Practical
Price the Bill Items from first principles using the following worksheets.
Item 3/A
Candy recognises the syntax %waste on a worksheet as long as there are no spaces between the
+8%waste. The system will generate a wastage report.
83.
Pricing Practical
Item 3/B
Item 3/C
Check the page total once you have completed pricing the items on page 3.
84.
Masters
Rules of a Master
Click on the
86.
Masters
Click the
Click the
87.
Masters
to confirm.
Masters
in the toolbar.
Select 1.1 Trades, and note that the trades were copied from the Master.
Select 1.2 Resource Types, and note that the resource types were copied from the Master
89.
Masters
Arrange the two documents by placing the Master Bill next to the jobs Bill as shown below, then
drag & drop the 100mmx75mm record selector button from the Master into the Bill.
A new Bill item has now been generated together with its quantity and rate, by copying one from
an old Job.
Now click on the blue selected area and drag the items into jobs bill, as before.
Masters
Masters
Then, on a new blank line in the Bill, right-click and choose Paste.
Masters
Open the Job bill and Right click and select Paste
Masters
Do this:
Price the bill items using the Master by:
94.
Masters
Click on
Change the production of the Electrical Gang from 0.35hrs/m to 0.5hrs/m and click
Masters
From the list of Master Price Codes select the code for 4C 25mm2 Cu XLPE/PVC/SWA/PVC
600/1000V and confirm
Shift -
96.
button to return to the Job Manager and select the Villa MEP job.
Note the selling rate column on the right side of the document. Having priced a job and applied
mark up, selling rates can be established by copying the Gross rate.
Right-click in the selling rate column header, select Copy > Copy Selling rates from Gross.
99.
The Selling amount is displayed with the net split amounts for Labour, Plant, etc. The last column
represents total markup amount.
100.
Introduce a new resource M01001 0.6mm 24 Gauge Sheet Metal into the resource.
102.
Replace M01002 0.8mm 22 Gauge Sheet Metal with M01001 0.6mm 24 Gauge Sheet Metal using
Search & Replace resources as below
103.
Note that the allowable against resource code M01002 0.8mm Sheet Metal gets zeroed out & the
allowable 1942.05 gets updated against resource code M01001 0.6mm Sheet Metal representing a
saving of (2118.60-1942.05)=176.55.
Original Net Amount New Net Amount = (8,173.09 7,996.81) = 176.28 Saving
Original Material Net Amount New Material Net Amount = (4,177.74 4,001.46) = 176.28 Saving
Notice that the Net and Gross rates for the ductwork items have been reduced as these items use
M01001 0.6mm Sheet Metal in their makeup. Notice the Selling rates remained fixed and the
calculated mark-up has increased in relation to the Selling.
The resource group and cost code columns must be displayed to allocate the codes to the
resources.
Resource Document 1.6 Resource Group and Cost Code allocation display both group and cost
code columns.
Do this:
Open the
Resource document 1.6 Resource Group and Cost Code allocation is available as a template
document.
106.
Select 1.6 Resource Group and Cost Code allocation and confirm
107.
Open resource document 1.6 Resource Group and Cost Code allocation
to access the definitions and enter the following Cost and Group Codes.
Click
108.
Click
110.
Click
111.
112.
The value of 2357.29 is to be spent on ABC Hardware & value of 1644.30 is to be spent on XYZ
Electrical Traders . The Undefined Resource Group of 3995.35 represents those resources that do
not have a group code allocated.
113.
Click
confirm.
114.
Page 2 reflects all the simple resources. Note that all simple resources should have a Cost Code
allocated.
There is no Undefined Class codes, therefore all simple resources have a Cost code allocated.
Customise the report and select Sort by Cost Code Bill Quantity.
Entering a cost code in the sieve will print out only those resources that contribute to that
particular cost code. By leaving the sieve blank will analyse all the cost codes.
115.
Tracer report
The Tracer report will list all the bill items that contribute to a particular cost code. The tracer report
is available under the Check and Review Reports heading.
Print the Tracer report and select Cost Codes in the tracer selector and confirm.
116.
Task Codes
Task codes may be summarised into Task code groups. The level column represents the heading
level from level 9 to level 1. Therefore, the Electrical Tasks of LV Switchboards, Cables and ELV may
be summarised into the level 1 Task code group Electrical.
The task code accumulates the amount of money as well as the quantity, if we want Candy to
report the quantity per Task code & summarise the quantity per Task Code into the Task code
groups then we must assign the unit per Task code & the Qty factor.
If we only need to summarise the money per Task Code group & dont need to report the quantity
summary per Task Code Group then we can blank out the Quantity factor by overtyping the default
Quantity Factor 1 with a 0 . By using a Quantity factor of 0 the money will be summarised into the
Task Code Group but not the quantity.
117.
Task Codes
Rename the new document to 1.1a Bill of Quantities with Task code.
Click
Click
.
118.
Task Codes
The Task Code accumulates the amount of Money and Quantity, the Task Code Quantity
Conversion Factor column is used to determine the quantity that will be added together for each
Task code. If the unit of the Bill item is the same as the Task code then a factor of one is used.
There may be instances where the unit of measure of the bill item may be different to the unit of
measure of the Task Code.
For example, we may have a Ductwork bill item measured in m2 yet the bill item has a Task Code
with a unit of measurement of Lm so we apply a Task factor to factorise the m2 to Lm.
By using a Task factor of 0 the money will be included but not the quantity. Allocate Task codes
and factors to each of the bill items.
119.
Task Codes
Select document:
00 JOB: PROJECT ANALYSIS CODES
120.
Task Codes
Click
Click
Note that the Amount and derived rate is calculated for each Task Code. When finalising a tender if
the derived rate is much lower or higher compared to previous tenders then relevant items can be
investigated for possible errors in the pricing worksheets.
The total allowable for Labour is calculated for each Task Code, i.e. The Labour allowable for
Ductwork is 2215.00.
Clicking the
or
each of the Task Codes.
Totals for Task code headings may be displayed by placing the cursor on the heading and pressing
Ctrl-Up and Down Arrow.
121.
Task Codes
122.
Task Codes
Select Task code as Primary and none as the secondary and click
Select Bill and summary, Net rate and Spreadsheet format and click
Page 1 lists the bill items in Task code order
123.
Task Codes
Select Task code as Primary and none as the secondary and click
124.
Task Codes
Page 1 - 6: Lists the resource analysis per Task and the Cost code summary per Task
125.
Production Codes
126.
Production Codes
To be able to calculate and print the total man hours on the Bill Production Rates report
and Project Codes Production Rates report , up to eight production codes may be
combined on the Manhour Codes Definitions document.
Production Code A (Skilled Manhours) and Production Code B (Unskilled Manhours) have
been combined in this example as above to produce the total Manhours on this project
which can then be reported against the bill items - Bill Production Rates report or against
Project Codes (Bill/Task) - Project Codes Production Rates report.
Production Codes
The Production code and factor columns allow the entry of a production code and
production factor against each resource. Production codes must be defined on the
production code definitions document before allocating them to resources on this
document.
Allocate the applicable Production code to the resources and use the Factor column to
convert the resource unit to the production code unit e.g. the unit for Carpenter is day and
the unit for Production code A is hrs.
128.
Production Codes
Production Codes
Report Manager.
130.
Production Codes
131.
Indirect Costs
Time input only Not good for post tender control or monthly spreads
Start and end input Better info for post tender but restricted to monthly entry and
control
Barchart input Ideal for accurate Indirects calculations, Monthly spreads and Indirect
Allowable Histograms.
Click new document > Indirects costs > and select documents 1.1 Indirects Time Input
Indirect Costs
Copy from master and clear quantities - Select this option to copy an indirect costs
schedule from the current master into the current job, excluding the master quantities.
Copy from master and preserve quantities - Select this option to copy an indirect
costs schedule from the current master into the current job, including the master
quantities.
Create a new document - Select this option to create a new indirect costs schedule in
the current job.
Information on the Program start, week start and working days per week must be entered.
Click OK.
Document 1.1 Indirect Time input is used to prepare the Indirect Costs without using the
programming aspect of the system.
First a new trade for Indirects must be defined.
133.
Indirect Costs
Indirect Costs
We can structure the Indirect Bill with headings in the same method that we included headings on
the direct bill.
Create headings as below,
Type in a Price Code starting with Trade a for the Engineer under the Level 2 heading for Staff.
Note: For time related indirect items make sure the Price Code unit used is defined under
Time-Unit definitions.
Indirect Costs
To call up the Time-Unit definitions double click in the Unit column against the indirect item.
Enter the Price Code Time conforming to the unit selected as per the Time-Unit Definitions.
We will use Price Code Worksheets to build up the unit rate for the indirect items in the same
manner as we priced the direct bill items.
Double click in the rate column to open the Worksheet or alternatively with the cursor on the
indirect item click on the Worksheet function key.
Click
Indirect Costs
Indirect Costs
138.
Indirect Costs
Site Establishment costs is not time related & hence the unit need not conform to the Time-Unit
Definitions.
139.
The spread can now be shown on doc 1.3 Indirects Monthly Spread
Indirect Costs
Forecasting
Do this:
Change the application tab to Planning.
Choose Main > Program Manager.
Many programs can exist in one Candy job. The Program Manager is used to easily structure and
manage your programs. The Program Manager makes it easy to create new programs and is the
entry point for existing programs. Programs can also be copied, customised, backed up or
recovered.
142.
Forecasting
143.
Forecasting
Select document 1.1 Standard Barchart. This layout shows the Activity number, Activity
Description, Duration and the Barchart.
To import the Bill items, click on the document menu Estimate > Import estimate bill.
144.
Forecasting
We will create activities using the Bill of Quantities section headings. A typical Bill has too much
detail for each bill item to be an activity so rather import the headings above bill items and click
.
Notice each Bill section heading is used to create a dummy activity of 6-day duration.
To re-arrange the Activities and create the logic, click on Activity A020 Plumbing, move it below
Activity A030 Electrical by holding down Ctrl + Right-arrow once.
145.
Forecasting
Do this:
Change the duration of each of the activities by clicking to the right of the activity, hold the left
mouse button down and increase the activity duration. Clicking to the left of the activity allows the
user to change the starting position of each activity.
Now move the bars to achieve the following:
146.
Forecasting
Click on
to open the Forecasting Document Manager and select Tender Program from the
Program Selector. Open document 3.1 BOQ with Activity Allocations. Each bill item is displayed
with the Activity that it has been allocated to. The black bar within the red bar demonstrates where
over the activity the bill item has been allocated.
Offset the spread of the Bill items on page 1 over activity A010 Mechanical by clicking within the
activity and dragging the black allocation bar to following positions.
147.
Forecasting
The forecast B.O.Q Net amounts are displayed across the program time.
148.
Forecasting
and
to open the Forecasting Document Manager and select document 4.5 Cost Code
to confirm.
149.
Forecasting
to open the Forecasting Document Manager and select document 2.1 Standard
and confirm.
150.
Forecasting
151.
Forecasting
Place your cursor at the end of the curve and the total usage of 305.10 Hrs for the Helper is shown
on the bottom left of the document.
Appendix
Appendix
Click OK.
Appendix
Appendix
Remember to change the store mode to Store & Return to document and store the Complex
Worksheet.
Change the resource descriptions & make relevant changes in the rate/rate buildup if applicable,
Appendix
Remember to change the store mode to Store & Return to document and store the Complex
Worksheet.