Candy User Seminar CAIRO08 Aug 17

GET THE RIGHT INFORMATION AT THE RIGHT TIME AND
LEVEL TO MAKE THE RIGHT DECISIONS

SOLUTIONS OFFERED
Complete
Construction
Solution
Estimating & Cost & Enterprise

Project Control Management
Construction Computer Software
HISTORY MARKET LEADER DEVELOPMENT

Since 1982, CCS has provided More than 15000 Users in Our products are modified and
specialised software solutions over 50 countries, including extended on a continuous basis
to the construction industry. many of the world’s largest to comply with industry trends,
Acquired by EOH in 2014 construction companies changes and user requirements
SUPPORT EXPERIENCE GLOBAL PRESENCE

Network of 12 Offices and
Professional Support Managed, developed and Distributors located in Europe,
24 hours, 7 days a supported by experienced Middle East, SE Asia, Australasia
and Southern Africa provide sales,
week with access to construction industry
implementation, training and
the development team professionals worldwide support
Our Strategic Focus Is The Global Construction & Engineering Industry
OUR
PURPOSE
To enrich the world we live in by enabling our Clients to optimally deliver the built environment
OUR We aim to be the leading provider of software solutions for the global construction and
VISION engineering industry
OUR
Integrity Respect Care Accountability Commitment
VALUES
OUR
Culture Growth Excellence
FOCUS
Engage Implement
Research Develop Market Sell Support
OUR Partners & Train
CORE
COMPETENCIES Human Resources 1st choice to
our Clients and
Finance, Administration & IT Users
INTERNATIONAL PRESENCE
Typical Customer Project Profile
MEP Civil Building Infra-structure
Other
Piling Roads Marine Contracting
Sectors
CCS Major Projects
Around the Middle East
Kingdom Tower Dubai Airport Terminal 3 Burj Khalifa (Dubai, UAE)

(Riyadh, KSA) (Dubai, UAE) The tallest building in the world
Shangri-La Qaryat Al Beri Dubai Opera House Burj Al Arab

(Abu Dhabi, UAE) (Dubai, UAE) (Dubai, UAE)
Royal Opera House Hamad International Airport Landscaping Tornado Office Tower
(Muscat, Oman) (Doha, Qatar) (Doha, Qatar)
CCS Major Projects
A ro u n d t h e Wo r l d
Hong Kong Airport Millau Viaduct Cape Town Stadium Heathrow Airport
(France) …and all the other stadia for Terminal 5
The Tallest bridge in the Fifa 2010
world
MAJOR USERS – UAE MAJOR USERS – QATAR
MAJOR USERS – KSA MAJOR USERS – Oman

MAJOR USERS – EGYPT MAJOR USERS – LEBANON
MAJOR USERS – KUWAIT MAJOR USERS – JORDAN
MAJOR USERS – BAHRAIN

MAJOR USERS – TURKEY
MAJOR USERS – INDIA

MAJOR USERS – HONG KONG
MAJOR USERS – UK MAJOR USERS – South Africa
MAJOR USERS – Europe

MAJOR USERS – Australia
Typical CCS Client Profiles & Case Studies
About ALEC About Grinaker LTA About Patel: About Dutco Balfour Beatty About Trojan
Based in Dubai, ALEC is a Grinaker-LTA is a multi- PATEL ENGINEERING LTD- Was Dutco Balfour Beatty LLC was Established in 2003 in Abu
general contracting company disciplinary construction and established in India in 1949 originally established in 1976 Dhabi, Trojan is a main
that forms part of the Al Jaber engineering group focused on The company operates in when Dubai Transport Contractor executing building
Group associated with the selected infrastructure, energy India, USA, Africa, Middle Company (DUTCO) and UK– and infrastructure. works
delivery of numerous and mining opportunities in East and China. ISO 2001:2000 based Balfour Beatty joined
prominent buildings and Africa. certified. forces to undertake mega-
structures in the UAE projects in the Middle East.
Multiple Sites / Companies Multi discipline. Multiple sites Multiple Sites / Companies Multiple Sites / Companies
Multiple Sites / Companies
60,000 employees 14,000 employees 7,000 employees
15,000 employees
Previous systems: Previous system: Previous system: Previous system: Previous system:
Great Plains, JDE In-house, Accpac & SAP In-house, Excel and Tally In-house and Mentor Excel and Oracle
Major Challenge: Major Challenge: Major Challenge: Major Challenge: Major Challenge:
Cost Control Cost Control Cost Control, Equip & fuel Cost Control Cost Control
CCS Implementation: CCS Implementation: CCS Implementation: CCS Implementation: CCS Implementation:
• 100 Candy licenses • Unlimited Candy and • Candy Users • 35 Candy users • Candy & Unlimited
• Unlimited BuildSmart Unlimited BuildSmart • Unlimited BuildSmart • 100 BuildSmart Licenses BuildSmart Users
• Rapid Deployment (2 • Rapid Deployment (6 Licences • Rapid Deployment (3 • Rapid Deployment (4 Mths)
Months) months) – Multiple Countries • Rapid Deployment (3 Months) • Result – Complete Cost
• Result – Complete Cost • Result – Complete Cost Months) • Result – Complete Cost Control obtained
Control obtained Control obtained. • Result – Complete Cost Control obtained
Control obtained
THE CONSTRUCTION CHALLENGE
Cost and schedule overruns are the norm in

the construction sector
106 Construction Companies were surveyed worldwide
69% of Projects exceeded budget by more than 10% Large projects across asset classes typically
take 20 percent longer to finish than scheduled
75% of Projects exceeded deadline by more than 10% and are up to 80 percent over budget
73% can’t “push one button” to obtain fully integrated
real-time project data
Construction productivity has declined in some
70% feel their Big Data implementation has been unsuccessful markets since the 1990s
80% of Contractors are not Integrating

Financial returns for contractors are low and
Projects to their Accounting and Procurement…… volatile
On a 10% Profit Margin, 5% over Allowable

cost= 50% loss on profit
Source: KPMG 2015/ 2016

Our Complete Solution Ensures Enhanced Value Creation
Managing the complete  Our software solutions support our Clients’ ability to:
Construction & Engineering o Enhance cost and schedule performance and certainty
o Increase productivity
Process & Lifecycle (1) o Improve financial returns with lower volatility
o Proactively manage project risk
 Our complete cost and enterprise management solution,
comprising BuildSmart and Candy, provides one source of the truth
enabling our Clients to manage the complete Construction Process
& Lifecycle resulting in enhanced cost management and value
Reporting Estimating creation
 Our complete cost and enterprise management solution provides
accurate and appropriate information in real time to enable
Plan &
proactive management of complex projects
forecast
Accounting Valuation  Our solutions are best-of-breed for the construction & engineering
industry, which results in simple, user aligned processes and
practices and efficient system implementation and support
 Our solutions are renowned for being fast, efficient, accurate and
scalable
Operational Procurement  BuildSmart is designed as browser based, C#, SQL and .NET
Costing solution that is cloud and SaaS ready, with a documented upgrade
Payroll and path
Manpower  CCS is investing in developing a Candy Enterprise version which will
also be cloud and SaaS enabled
Candy Estimating & Project
Control
Subcontract Cost &

Estimating
Estimating Planning
Planning Forecasting Cashflow Valuations Management Allowable
• 2D & 3D Take Off • Precedence • Link Estimate & • Pre-tender • Immediate Use • Integrated with • Cost vs Budget
• Resource Based Networking Schedule Financial of Estimate Data Sub Adjudication to Date
Estimate • On Screen Bar • Forecast Budget Modeling • Value Engineer • Multiple • Cost vs Budget
• First Principles Chart & Revenue • Payment Lags • Multi Valuation Subcontractors to & at
• Master Libraries • User Coding • Forecast • Escalation Quantities Per Package Completion
• Free Format • Multi Calendar Quantity & • Financing Costs • Variation Orders • Subcontract Bills • Escalation &
Worksheet • Resourcing Resource • Advances & • Interim Payment • Subcontractor Variation Order
• Multi currency • Progress As Built • Forecast Loans Claims Progress Management
• Indirect Costing • Information Manpower • Retention • Post Tender • Subcontractor • Earned Value
• Subcontract Schedules • Report Manager • NPV Indirects Certificates Management
Adjudication • Long Lead • Multi Currency • Report Manager • BuildSmart • Cost Reporting
• Manhours & Schedules Modelling • Integrates with Integration • Integrates with
Productions • Critical Path • Report Manager BuildSmart • Report Manager BuildSmart
• Markup & Management • Dashboard, • Integrated with
Finalisation • Report Manager Weekly and BuildSmart
• Report Manager • Integrate with Monthly Subcontractor
• Integrate with Estimate & Cashflow Payments
Planning & Cashflow
Cashflow
BuildSmart Construction
Cost Management and ERP
Plant &
Enterprise Subcontract Equipment Inventory Cost
Procurement
Accounting Management Management Management Payroll Reporting
• ERFQ • Live & Automated • Separate Subcontractor • Workshop & Job • Multiple Stores • Unlimited Employees • Projects, Contracts/
• Multiple Organisations • Fully V.A.T Compliant Ledger Cards o Central Stores & Payrolls Activity Costing
• Standard & Site • Multiple • Multiple Subcontractors • Monitor & Manage o Virtual Stores • Region Specific & WPS • Actual Plus Accrued
Requisitions Organisations with per package Asset Productivity o Site Stores Compliant Costs
• Customised Approvals Consolidation • Subcontractor • Fuel Management • Maintain Stock Levels • Unlimited Earnings & • Snap Shot
• Workflow Enabled • Multiple Years & Progress • Enterprise-Wide • Stock Reevaluations Deductions Functionality
• Order – Delivery Periods • Subcontractor Visibility • Stock Takes • Standard, User & • In System Commercial
Reconciliation • Multi Currency Certificates & • Depreciation & • Formwork/ Statutory Calculation & Controls
• Estimating
Immediate Accruals • Account Spec/ Applications for Warranty Information Scaffolding/ Small Reporting • Real Time Comparison
(No Posting) Country Payment • Usage History, Costs, Tools Management • Offsite Batch Capture • Plug & Play Cost
• Reporting • Sep WIP Ledgers • Contra/Back Charges, Billing Rates, & Repair • MRP & Import Reports or Client
• Integrated with Candy • GL & Fixed Assets Retentions, Advance History • Activity Based Costing Specific
Estimate & Valuations • AP & AR Payment Control • Integrated With Candy
• Cashbook, Bank • Report Manager Allowables
Reconciliation, • Integrated with Candy
Remittances Subcontractor
• Integrated with Candy Management
Valuations & Cost
&Allowable
BuildSmart Construction Cost Management and ERP
Integrated
Partner
Products
Human Business
Time &
Resources Intelligence
Attendance
• Enterprise Wide • Accurately Track • Enterprise Wide

• Multiple Productive • Data Mining &
Organisations Resources Reporting
• Recruiting • Time Sheet • Automated Cost
• Employment Approval Reporting
• ESS Workflows • Dash Boarding
• Camp Management • Automated Rule Set • Produce
• Block Visa & Visa • Reduce Manual Management &
Control Capture of Board Packs
• Region Specific Timesheets & Job • Data Integrity &
• Utilisation Cards Audit Trail
• Retention • Management • Customised
• Development Reports Presentation
• Separation • Integrated Into Reporting
• Integrated With Payroll And HR In
BuildSmart Payroll Real-time
Buildsmart Reduces the Cost and Risk of Implementation and
Support
Major BuildSmart Implementations Rapid Deployment

(Months) • Due to the best-of-breed nature of BuildSmart, CCS employs an aggressive
7 implementation programme, which reduces the time and cost of implementation
6 • Best practice contracting business processes are embedded in BuildSmart requiring
6
limited customization hence lowering the risk and time of implementation
5
• BuildSmart is intuitive to use, resulting in quick uptake from Users and limited support
4
4 3.5 being necessary
3 • CCS assists organisations with the change management process to best address and
3
2 build understanding of the changes required in order to reduce the risk of change
2
• CCS’s experienced implementation teams employ rigorous implementation
1 methodology to ensure the quality of all implementations
0 • Critical to the success of our rapid deployments is managing the migration of legacy
Aveng Trojan Dutco Patel ALEC data as a separate project with specialised resource
Grinaker-LTA Balfour
• CCS will empower your own support teams to be first line support for your Users
Beatty
CCS Employs Rigorous Implementation Methodology
Kick Off Meeting Project Charter Project Management
Implementation Plan
Server Installation Setup
Agreed
Migration of Legacy Data Training – Hands On Implementation

Phases
RIGHT 1ST TIME ETHOS Key Elements
Planning Documentation Communication
Adequate and Competent

Realistic Expectations Teamwork
Resources
Our Services to Ensure a Return on your Investment
Snap Shot Support

Training Consulting BuildSmart Candy User Business
Generic and
User Groups Seminars Reporting
Bespoke Cost
Reports
Critical Path Dynamic Subcontract
Monthly Valuation
Planning Forecasting Manager
Integrated Cost Management
2D & 3D Analytical
Project Cashflow Earned Value
QTO Estimating
Payment
Application
Resource List Overhead
Balance Sheet Sub Contractor
Ledger Management
Budget Flow
Costing Flow
Requisition Equipment
Cost & Financial ___Management
Management
Accounting
Approval Yard Stock
Contract Plant
Inventory
Purchase Order
Delivery
HR Payroll Business
Intelligence &
Dash-boarding
Inv. Recon
Time &
Attendance
Revised Budget
Contractor’s earned value cost control with CCS at Completion
Allowable at
160 completion
Time now
Cost at
150
` completion
140 Original budget
at completion
130
120
Real Real
110 Time Time
100 Cost Variance

Schedule Variance
$ Millions
Allowable to date
90 Forecast vs. vs. Real Cost to
80
Allowable to date date
SPI=1.25 CPI=1.11
70
Original Contract end
Contract extension
Scope Change &
60 Variations
(simplification)
50
40
30
20
10
0
Jan-1 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17
THE CONSTRUCTION CHALLENGE
106 Construction Companies were surveyed worldwide Cost and schedule overruns are the norm in
31% of Projects did not exceed budget by more than 10% the construction sector
Large projects across asset classes typically
25% of Projects did not exceed deadline by more than 10% take 20 percent longer to finish than
27% can “push one button” to obtain fully integrated scheduled and are up to 80 percent over
budget
real-time project data “now you can too” Construction productivity has declined in
30% feel their Big Data implementation has been successful some markets since the 1990s
Financial returns for contractors are low and
20% of Contractors are already Integrating volatile
Projects to their Accounting and Procurement…… On a 10% Profit Margin, 5% over Allowable
cost= 50% loss on profit
Source: KPMG 2015/ 2016

The world’s
most powerful
construction software
For Contractors. By Contractors.
An Company
CAIRO ‘17
USER SEMINAR & SHOWCASE
Ian Hauptfleisch – General Manager
Gejo Joshua – Senior Consultant and Area Manager
Fady Kobersy – Senior Consultant and Area Manager

User Seminar & Showcase
Candy QTO
Revisit - Review - Rekindle - Reveal

Candy QTO
2D Drawing Take-off linked to BoQ

2D PDF or DWG (as above) drawing files and dynamic Candy Bill of Quantities in Candy QTO

Candy QTO
Candy QTO 2D take-off

Various take-off options available for number, linear and area dimensions. Above area taken off using polygon Area tool. No
calibration of DWG files required

Candy QTO
2D PDF take-off and floating Take Off Sheet

New TAKE OFF SHEET “FLOATS” and can be positioned by user. Note bill items allocated to dimension set and quantified by formulae.
Also note Bill of Quantities can now COLLAPSE AND EXPAND IN HEADERS similar to Candy for easy navigation.

Candy QTO
Update Candy BoQ with QTO quantities

Candy QTO manager for creating and managing take off packages updated with QTO bill item and quantity allocations

Candy QTO
Candy QTO references in BoQ

Items with QTO quantities fully referenced in Candy BoQ with QTO calculated quantity, type of quantity, package code, drawing name
and measurement folder.

Candy QTO
Candy QTO - Templates

QTO templates created and defined for easy, repetitive use in QTO package, i.e. template for floors can be applied to all the floors of a
multi-story building

Candy QTO
Candy QTO – Templates

Example above is template for 300mm think Surface bed with Bill items allocated DRAGGED ONTO drawing to apply template to
measurement

Candy QTO
Candy QTO - Templates

Template dragged onto drawing and taken off updated the take-off list. Note easy colour reference of taken off areas

Candy Coding

Candy Coding
Bill Item Price Code Resource

Bill Code Where/Location – Trade Code Trade of Work - Resource Type Category of
value and quantity value and Resource – value
quantity only
Package Code Subcontract Task code Activity of work – Cost Code Ledger/Expense
allocation value and code - value &
quantity quantity
User codes User reference, Work Code Activity of work – Group Code Supplier code –
sorting, filtering value only value & quantity
Element Cost Planning and SMM code* Standard Method Commodity Cosmetic reference
Code* Elemental Analysis of Measure code code code
WBS Code* Work Breakdown Production Production

Structure reference Code classification and
manhours
Currency code Purchase/source

currency
Tax code Taxation % code
* New
Candy Coding
Coding in Candy can generally be applied to Bill Items, Price Codes or Resources for various purposes, analysis and groupings.

Candy Coding
Bill Items – Bill Codes

Bill items are coded with Bill Codes for Locational control, i.e. items may be priced the same but are located in different parts or
functional areas of the project

Candy Coding
Bill Items – Bill Codes

The Bill grouped by bill code provides value for each location or functional area of the project.

Candy Coding
Bill Coding – Analysis

Resources Analysis can be done for each location separately, i.e. the resource requirement with value and utilisation for each location
or functional area of the project

Candy Coding
Bill Items – Package Codes

Package codes refer to Subcontract Adjudicator packages and allow for easy allocation of bill items from the BoQ into Subcontract
Adjudicator packages

Candy Coding
Bill Items – Cost Planning Elemental Codes - new*

Cost Planning is determining the cost of a project in terms of its functional and practical elements. Elemental costs are usually related
to square metre of area and also to a parameter more closely identifiable with the elements function. Candy Element codes, units
and quantities are definable in Candy Definitions & Settings and the analyses and reporting available from Job Analysis.

Candy Coding
Elemental Codes
Element codes are allocated to Bill Items and the quantity factorised for quantity summation in the elemental unit of measure

Candy Coding
Elemental Coding – Analysis

The project can be looked at from different elemental summaries – total job and rate/square meter1; elemental group2 with quantity
and rate; elements3 with quantity and rate per element UoM

Candy Coding
Elemental Analysis to Sub element

Full elemental analysis to show rate/UoM of all elements to Sub elements1

Candy Coding
Bill Items – Work Breakdown Structure (WBS) Codes

Up to 10 divisions of Work Breakdown Structure codes can be defined in Candy and assigned to Bill items. WBS Codes allow for
structuring/sequencing of the bill and internal or external referencing and section extraction.

Candy Coding
WBS Coding
WBS codes allocated to Bill items separately and can be concatenated for easy reading/referencing

Candy Coding
WBS Coding – Filtering and Extraction

Filtering on WBS code ranges facilitate easy navigation and analysis of selected components of the job

Candy Coding
Price Codes – Trade Code and Task Code

Price Codes label worksheets that are used to price bill items. The Trade code represents the trade of work that the priceable item
falls into and is also the first character of the Price Code. The Task code is a division of the Trade into activities

Candy Coding
Trade and Task Coding - Grouping

Top half shows grouping of the BoQ into Trades sequences the data in Trade order.
Bottom half the BoQ is grouped by Trade and Task showing the Task breakdown under each Trade

Candy Coding
Price Codes and Pricing

Unpriced bill of quantities to be priced

Candy Coding
Price Code Worksheets

A sequential Price Code is created on opening the item worksheet after a Trade assigned and the Price Code adopts the Bill
description. Worksheet can be priced from First Principles or Amended from another worksheet in the Job or Master – note the
Worksheet amended from has a different Price Code

Candy Coding
Price Code Worksheets

Another method to Amend a worksheet is by dragging a similarly priced item onto the worksheet

Candy Coding
Price Codes and Worksheets

Worksheet from Master item displayed in current worksheet – changes made on this worksheet do not affect Master

Candy Coding
Price Code and Worksheets

A structured, well defined and coded Price Code list also facilitates easy Pricing

Candy Coding
Price Codes and Autopricing

Unpriced jobs can be Price-Coded in accordance with the company/division Master Price Codes by a junior estimator as a “first run”.
When the job is linked to a Master Autopricing is possible by Price code matching

Candy Coding
Price Codes and Autopricing

Autopricing by matching Job and Master Price Codes

Candy Coding
Trade – Task – Price Code – Bill item

Grouping the BoQ by Trade>Task>Price Code shows the bill items grouped into Price codes under activities and trades

Candy Coding
Price Codes and SMM (Standard Method of Measurement) Coding - new*

SMM libraries can be created in Candy as Masters wih SMM codes assigned to Price Codes. SMM, more popular in Europe and
Australasia, provides an industry standard coding for each item bill item and sequencing thereof.

Candy Coding
SMM Coding, Pricing and Bill creation

A new job without a bill is created with headings/sections appropriate to the contract. SMM items, as required, are dragged from the
Master (blue text) to the new job and placed under the appropriate header. The SMM code relates to a Price Code in the job or
master and pricing is automatic

Candy Coding
SMM Coding – sequencing and headers

SMM codes in the new job will automatically sort into position and Inserting SMM headings will adopt the headers appropriate to the
SMM items imported from the Master

Candy Coding
Resource Coding – Currency, Tax, Group, Cost, Commodity and Production codes
Bill items are coded with Bill Codes1 for Locational control, i.e. items may be priced the same but are located in different parts or
functional areas of the project

Candy Coding
Resource Coding – Currency and Tax Codes

Currency controlled at source (resource level) provides for a currency breakdown per bill item (left hand side) and similarly tax codes
allow for a tax breakdown per bill item (right hand side)

Candy Coding
Currency and Tax analysis

Currency Analysis (top) shows utilisation value of resources in foreign currency and requirement in pricing currency.
Tax analysis (bottom) show total tax amounts per tax code

Candy Coding
Resources – Cost and Group Coding

Resources Cost Codes (top) provide budgetary amounts for comparison to cost amounts against ledger codes from finance systems.
Resource Group Codes (bottom) summarise resources into Supplier/vendor amounts to indicate amounts against vendors or suppliers
or can be used as any grouping for the user’s purposes.

Candy Coding
Resources – Production Codes and Manhours

Production categories can be defined and certain Production categories comprise the make up of manhours.

Candy Coding
Production Codes and Manhours – Analysis

Productions and manhours can be analysed for every bill item1, trade of work2 and in total3 for the contract

Candy Coding
Task Codes with Production codes and Manhours

Task codes are practical activities on site and the production and manhour information per activity is essential for target production
monitoring on site

Candy Coding
Where
What
With
Where , What and With

Using a combination of Bill (Where – Location), Task (What – Activity) and Cost (With – Resource) in the Candy Job Analysis provides a
useful breakdown of a project into locational, functional and resource requirements, budgets and comparative rates. I.e. budget and
average rate/m3 for sand in concrete foundations of the Substation substructure.

Estimating Features

Estimating Features
Description Matching
Descriptions of items can be matched in the job or master to copy pricing. Very useful for repetitive bills or bills generated by one
client, i.e. bills and items are re-used.

Estimating Features
Description Matching - Criteria

Description matching can be as precise as required, i.e. descriptions if match must fall within the same headers, case sensitivity and
UoM matching

Estimating Features
Description matching – Price Code copying

Description match identifies source (first occurrence) items and twins (exact matches). Can copy source item pricing to twins for all
or selection

Estimating Features
Description matched Bill - Priced

Estimating Features
Bill Addendum Merger

Used to import or adjust for addendum items and adjust the current bill without hindering pricing process

Estimating Features
Bill Addendum merger - Manage differences - Quantities

Quantity difference between current job and addendum – replace job quantity with addendum qty

Estimating Features
Bill Addendum merger – Manage differences – Additional Items

New bill items were added to the Addendum bill and can be inserted into the Job bill at prescribed position

Estimating Features
Bill Addendum merger – Manage differences – Descriptions/Spec

Description or specification has changed in the addendum – replace job item description with addendum descriptions .
Merge is complete/successful when differences column is blank

Estimating Features
Bill Addendum merger

The Job bill updated based on the actions performed and listed in remarks column in pricing bill to flag items that have changed so
that pricing can be adjusted accordingly if necessary.

Estimating Features
Spreading Indirects over bill items to generate bid rate

Indirect costs can be managed by spreading them over bill items in a controlled manner. What has to be spread and where is set-up
by the User early in the bid process. At finalisation the spread can be re-done at the last minute with confidence.

Estimating Features
Spreading Indirects over bill items – Specific (bill item selection) Spread
Create a spreading procedure by entering a descriptive name. Select the direct items/trades to accept the spread.
Select the Indirect items that are required and drag them onto the procedure and enter the percentage of the Indirect amounts to be
spread by this Procedure

Estimating Features
Spreading Indirects over bill items as Trade spread

Trade spread procedure done to spread indirect cost against the selected Trade in the direct Bill. E.g. Concrete batching from indirects
spread over Concrete traded items in direct BoQ

Estimating Features
Specific
Balance
Trade
Indirect Cost Spread Types and Procedures

Items not included in a Trade or Specific spread receive a BALANCE spread. Certain items can also be BLOCKED if required, i.e. accept
no Indirect Spread

Estimating Features
Net + Markup + Indirects = Selling
Client Bill with Selling or Contractual rates including IDC

Estimating Features
Alternative Estimates – Definitions

Alternative estimates can be defined in a “Parent” Candy job

Estimating Features
Accessing an alternative job

Items included/excluded or quantity adjusted for each alternative from Parent job. In example above Timber superstructure omitted
from option 1 and 2 by zeroing quantities

Estimating Features
Set Up Alternative Job

On access to a new Candy job – define the job as an alternative by selecting the appropriate Parent job

Estimating Features
Alternative Job with items included/excluded as required

On access to the Alternative Job the relevant items and pricing is copied from the Parent to present

Estimating Features
Update Parent and Alternative Jobs

Changes made in the Parent job can be adopted by the alternative jobs

Estimating Features
Update Alternative Jobs

Price or quantity change made in parent update the alternative

Estimating Features
CCS Top Sheet*

Estimating Features
Defining and managing Topsheets

The CCS Topsheet will be provided in the Candy software as a reference example. Generic Export of Finalisation Data.*

Estimating Features
Arabic BOQ
Arabic BOQ in Candy with Bill & Original Description

Worksheets &
Pricing

Worksheets & Pricing
Candy Construction Worksheet

Free format construction worksheet

Candy – Advanced Worksheet Functions

Construction Worksheet vs Mechanical/Engineering Worksheet

Fan priced using conventional construction worksheet

Candy Mechanical Worksheet

Typical mechanical or electrical pricing comprises of material and labour. Candy Mechanical worksheet allows labour to be defined
and allocated to material/operations. Waste is also separated,

Candy Macro Worksheets

Macro worksheets are typically used for composite bill items, i.e. bill items comprised of distinctly different items of work, for
example a Manhole that comprises of excavation, concrete, plastering, plumbing, metalwork etc. If priced with a normal Price code
the allocation of money and resource can only be to one Trade of work (Plumbing & Drainage) and not to all Trades involved.

Construction Worksheet vs Macro Worksheet

Construction worksheet on left hand side with resources grouped into cosmetic activities and quantification by local variables
Macro Worksheet on right hand side breaks down to a “mini bill” of items, Price coded to the appropriate trade. Quantities by pre-
defined and labelled Macro Variable. Macros can be used within Macros up to 9 levels similar to a complex worksheet

Macro Price Code - Exploding

Macro Worksheets can be “exploded” to manage the sub-items internally, i.e. for progress, linking to a schedule and subcontract
adjudication

Macro Worksheet – Exploded

Internal items (no Selling rate) are created for the sub items while the main item converts to a normal Price code holding the selling
rate, if applicable. Sub items function the same as normal bill items and can be allocated to a Subcontract Package etc.

Macro “Implosion”
Items can be Imploded to create a Macro using the Candy Bill Writer. The Item to become the Macro must be the fist item in the
selected range and the items below will implode into the top item that will be converted to a Macro

Imploded Macro to Bill

The newly imploded Macro can be sent back to the BoQ

Roll-up Heading with Quantity

The level heading that receives a quantity can now calculate a rate and amount from the items below it until the next header is found

Roll-up Header item with Internal sub items

Components are created as normal bill items marked as internal. The sum of the amounts displays against the header item and
divided by the quantity equals a rate

Locking Worksheets
Lock Net Worksheets & prevent any changes being made.

Improved Subcontractor/Material Supplier Database & RFQ

A database of subcontractors & their details which can be used for finding suitable subcontractors for a RFQ which can be shared
among users.

Improved Subcontractor/Material Supplier Database & RFQ

Mail Merge/Print RFQ Covering Letters

Pricing Tools

Pricing Tools
Candy Data Areas

Candy data can be stored locally and/or on a network drive or server. Each data area can hold 24 companies with 99 jobs in each
company

Pricing Tools
Multi-User
The Candy Multi-User Shared Company facilitates a “shared” data area wherein jobs can be accessed and priced simultaneously by
multiple users.

Pricing Tools
Candy Multi-User – Users and Roles

The Multi-user company is controlled by a Protector that can enrol and un-enrol users for access to multi-user data

Pricing Tools
Candy Multi-User Environment

In a multi-user environment each user is restricted to work on one bill page, i.e. two users cannot access the same page at the same
time and the bill is automatically set to single page mode. Similarly multiple users cannot access the same Worksheet at the same
time. All changes are date and user initial stamped.

Pricing Tools
Multi-User Job Access

Dependent on User Rights, jobs can be accessed in Single (unlimited access) and multi-user (restricted access) modes

Pricing Tools
Improved Multi-User Functionality*

All coding can now be done in multiuser mode, global variables can be changed, topsheets are available and running header totals.
Book out Indirects, Cashflow. Future possibilities is filtering and sorting and sending subcontract rates to bill.

Pricing Tools
Global Parameters (new*)

Global Parameters are an extension of Global Variables allowing the variable to be set differently for different Price Code worksheets.

Pricing Tools
Global Parameters
The Global Parameter [W] for waste percentage has been used on all the concrete worksheets but the Global Parameter allows the
variable to be adjusted accordingly without having to create multiple wastage variables

Pricing Tools
Bill Quantity Variable (Under Development)*

A Global Variable can also be defined as the Bill quantity Global that will sum the quantities of the bill items being priced by a
worksheet

Pricing Tools
Bill Quantity Variable (Under Development)*

Bill Quantity Variable used the same as a Global Variable on worksheet but the value is the total bill item quantity

Forecasting & Cashflow

Forecasting
Creating a Program in Candy

A Program can be created by importing the Candy BOQ (each item or by section headings).

Forecasting

Resequence Estimate Headers & Allocate Duration.

Forecasting

Create a program in Candy independent of the BOQ.

Forecasting
Linking
Linking Bill Items to Activities on the Barchart (one to many, many to one).
Drag & Drop, Page/Item Link.

Forecasting
Forecasting
Forecasting the BOQ over the duration of the contract (Nett/Selling) – top.
Quantity Forecast against bill Items – bottom.
DYNAMIC!

Forecasting
Forecasting
Manhours Forecast over the duration of the contract (top).
Cost Loaded Program (bottom).

Forecasting
Forecasting
Estimate Resources Forecast against Activities (top) – Resource Planning.
Estimate Resource Forecast for the duration of the contract (bottom) – Delivery Schedule.

Forecasting
Forecasting
On screen Resource Histograms.

Forecasting
Forecasting
Resource Levelling by shifting Activities.

Forecasting
Forecasting – Reports (Graphical)

Presentation Quality Reports.
Estimate Resource Utilisation – Summed Labour Histogram (Histogram & Cumulative curve) with weekly totals and overall total.

Forecasting
Forecasting – Reports (Tabular/Numerical)

Estimate Resource Forecast (Plant Utilisation) by period – top.
Estimate Resource Forecast (Labour Utilisation) by period – bottom.

Forecasting
Forecasting - Reports
Estimate Resource Utilisation Value Cumulative Curve Summed (Monetary) “S-Curve”.

Cashflow
Cashflow
Cashflow Manager – Multiple Models/Simulations.
Cashflow Input – Manual/ Import from BOQ (Trades or headings)/ Import from Estimate Linked Program (Recommended).

Cashflow
Cashflow Input Document - Value and Time

Import from BOQ – Trade Totals / Headings.
Client Payments (Inflow) to use Gross/Selling Rates.

Cashflow
Cashflow by Trades
Trade Totals Imported from BOQ with net (estimated cost) and selling (revenue).
Start & Duration to be entered manually.

Cashflow
Cashflow – Import from Linked Estimate & Program

Import from an Estimate Linked Program…

Cashflow
2
1
Cashflow – Linked Estimate and Program

Cashflow value1 from bill items and durations2 from schedule

Cashflow
Cashflow – Parameters
Cash inflow and outflow and the timing thereof determined and affected by various parameters such as payment terms, interest
rates, retentions and advance payments

Cashflow
Cashflow
Cashflow Settings – Resource Specifications.
Payment Lags, Escalation etc.

Cashflow
Cashflow
Cashflow Settings – Subcontractors.
Payment Lags, Advance Payments, Subcontractor’s retention etc.

Cashflow
Cashflow
Cashflow Settings.
Interest Rates, Main Contractor’s Retention, (Prepayments) Advance Payments from the clients etc.

Cashflow
Cashflow – Calculation and Analysis - Summary

Cashflow calculated with Maximum Funding Required, Nett Bank Interest & NPV.

Cashflow
Cashflow - Analysis
Weekly Cashflow / Project Bank Balance Projection.

Cashflow
Cashflow – Reports
Cashflow Curve (blue) with Costs (red) as Positive.

Cashflow
Cashflow - Reports
Cashflow as Bars – Costs Negative

Candy Valuations
Cost & Allowable
Earned Value

Candy Valuations
Net
Selling
Markup
Post Tender – Contract Check & Review

View the Project summary, Net Costs per Trade, Resource Type and Total Contract. What is our Estimated margin for the project.

Candy Valuations
Check and Review

At pre-site stage its important that we check what has been done-to-date. Check for Plug, Split and any other pricing irregularities.
Make sure we understand how the Mark-up has been allocated. Are there any provisional Bill items or Resource Items?

Candy Valuations
Valuation Setup
Setup Candy for the first Valuation. Record your Bid rates (The Estimators rate) and the Bid Quantities before remodelling and re-
engineering. Allows for comparisons at any stage of the contract.

Candy Valuations
Remodel- Better Buying

Remodel the job, update the cost with current market resource rates and include better buying.

Candy Valuations
Remodel- Worksheets
Value Engineer and change the method of construction. Drawings have improved, detailed site inspections taken place, resource
availability etc play an important role as to how the project is going to be built - information that the Estimators did not have.

Candy Valuations
Net - Changed
Selling - Same
Markup - changes
Trade Total Reports on Remodelled changes

Note the reduction of the Net Cost. Selling rates and amounts have not changed as they are contractually fixed. With the reduction of
the cost that has occurred, the affect would be an increase in the margin.

Candy Valuations
Final Quantities
Re-measure and update the Final quantities at regular stages of the contract. The Final Qty is the Contractors quantity and is very
important in the ability to Forecast Final Costs.

Candy Valuations
Actual Quantity
Update the Internal quantities completed to date. What have we actually done on site. Quantities can be entered as quantity or
percentage

Candy Valuations
Claimed Quantity
External claim to the client. Update the Claimed qty. and measure your over- claim.

Candy Valuations
Primary Valuation with all updated quantities

All the quantities can be included and viewed on a Document. With updated and progressed percentages . Differences between
Claimed and Actuals, per Bill item.

Candy Valuations
Variations
Update VO’s issued on the Contract, by using the VO Codes on the Definitions and settings. Include the date it was issued and any
Hyperlink to any supporting documentation that is prevalent, i.e. Drawings, memo or email.

Candy Valuations
Variation Pricing and Status

Variations priced without a Bill Quantity – only have a final quantity. Variation marked as Approved or Unapproved. Approved
variations can be added to allowable.

Candy Valuations
Subcontract Management
Create and manage the measurement and payment of work done to subcontractors on site. Subcontractors can be imported from
Subcontract adjudicator or entered on the fly.

Candy Valuations
SC BOQ
Each SC is managed and tracked using a subcontractor BoQ. Awarded quantity is total quantity awarded, Due is what was actually
done to date, Paid is quantity being paid and Invoiced is quantity invoiced by SC. Difference between Due and Paid generates a
liability.

Candy Valuations
Report and Create a Certificate

View and map SC certificate values.

Candy Valuations
SC Liability
Report each SC’s Paid, Due and Invoiced Amounts, including their monthly liability.

Candy Valuations
Payment Application
Create an Interim Payment Application to the Client (external quantities and contractual rates) by using a myriad of different reports
and customising the layout to suit.

Cost and Allowables
Cost and Allowables – To date comparison

To- date Allowable against Cost or Ledger codes from measuring our Actual Quantities. What is the cost to date – accrued and
actual?

Cost and Allowables
Importing Costs to date

Import the Costs seamlessly and dynamically from BuildSmart or manually from other file formats

Cost and Allowables
Cost Adjustments
Update the Cost Adjustments, Reallocate, include Accruals and release the costs to-date to the Cost and Allowables.

Cost and Allowables
Cost vs Allowables (To-Date)

Compare Costs and Allowables to date. Comparisons available at Cost code, Task (Activity) code level, or even a combination of
codes, i.e. Where, What and With

Cost and Allowables
Cost To Completion – Adjust Resource Cost Rates

Adjust resource Cost Rates to actual current prices. These cost rates will substitute the old rates for the remaining work to be done.

Cost and Allowables
Cost To Completion – Adjust Cost Worksheets

Note the Cost Adjustment for the Cost rates for each individual Bill item.

Cost and Allowables
Cost Worksheets
Adjust the Cost Worksheet to relate to what is happening on-site. Adjust for wastages, productivities and/or methodology of work.
Allowable worksheets are Locked and for reference only

Cost and Allowables
Actual cost + Remaining Cost = Cost At Completion

! !
Remaining Cost and Final Forecasted Cost

The Remaining cost and the Final Forecasted cost are updated automatically to consider the changes made to the Cost rates and Cost
Worksheets. Indicating to Management if we carry on in this manner what the overall affect will be at the end of the Project.

Earned Value
Earned Value – Monthly Forecast and Store Base

Estimate linked Schedule imported to create monthly forecast or baseline for the project (BCWS – Budgeted Cost of Work Scheduled)

Earned Value
Update the Estimate Linked Program at required intervals

Progress each Activity on the linked Program. Bill items linked to the activities will also be pro rata updated and these quantities can
be adjusted or used as Actual quantities

Earned Value
Earned Value Graph and KPI’s - SPI, CPI, CV and SV

A combination of Cost and Allowables and Financial Forecasting provides a monthly Earned Value analysis for the project and
individual components of the project.

Concept & Coming Soon

Coming soon
New Trade Totals Display ~ Trade Summary

• Integrated and interactive dashboard display

Concept
Subcontract Adjudicator III

• Unlimited subcontractors to compare
• Each subcontractor has it’s “own” BoQ

Concept
Subcontractor BoQ
• Every item can be individually discounted, surcharged and factorised
• Integrate with new eRFQ portal

Concept
Resource Based Forecasting

In Valuations, resource usages at cost rate for the remaining months of the contract can be forecasted to determine cost to complete.
Non Time based items can be excluded or “skipped” in the forecasting process, i.e. the resources used in these items will not be
included in the forecast

Concept

Resources are selected for cost forecasting

Concept

The original forecast either entered manually or by the estimate-program link

Concept

In the Resource forecast time-vie document the remaining usages for the time based resources can be entered by
a site engineer or quantity surveyor. NB note how the resources are displayed by Task and Bill code for practicality

Concept

The manually entered resource forecasts can be compared against the (theoretical) cost forecast based on the cost
worksheets

Coming Soon
QTO (QUANTITY TAKE OFF) Version 3

.

Concept
QTO Version 3
Multi page support for PDF files, the pdf file only needs to be imported once.

Concept
QTO Version 3 – Bill of Quantities

A new bill of quantities that closely replicates the Candy BoQ with expand and collapse headings, comments, page
breaks, single page mode and filtering

Concept
1
QTO Version 3
• Separate Takeoff list 1 attached to the drawings and snapping on image files
• Floating drawing view 2

1 2 Concept
QTO Version 3 – Quick Prints

• Quick reports directly from the bill of quantities documents 1
• Clear printing of drawing markup 2

Concept
QTO Version 3 – 3D Capability

Integrates with Autodesk Navisworks 2017 and 2018

Concept
CCS client specific Reporting and Collaboration Cloud Portal

Concept
Projects summarised status. Project data is extracted via imports/exports or web services from Candy and other
data sources (such as accounting systems) and managed in the portal per company/user. User defined and
customised reports and dashboards created using the data and inbuilt BI (Business Intelligence)

Concept
Dashboard summary detail of a selected project

Concept
Detailed Cost Report of a project

using data and Business
Intelligence

Concept
SitePlan (Candy Planning) VIEWER

The SitePlan Viewer allows the user to recover a Candy Planning backup to review., i.e. a consultant that does not
have. No editing (adding of information or deleting of information) is possible in the Viewer. However most of all
the other functions are available.

www.goo.gl/CSrXMw
User Survey link
Thank You
Please remember to complete your
feedback forms

Candy User Seminar CAIRO08 Aug 17

Enviado por

Dados do documento

Título original

Direitos autorais

Compartilhar este documento

Compartilhar ou incorporar documento

Opções de compartilhamento

Você considera este documento útil?

Este conteúdo é inapropriado?

Direitos autorais:

Candy User Seminar CAIRO08 Aug 17

Enviado por

Direitos autorais:

GET THE RIGHT INFORMATION AT THE RIGHT TIME AND

LEVEL TO MAKE THE RIGHT DECISIONS

Estimating & Cost & Enterprise

HISTORY MARKET LEADER DEVELOPMENT

SUPPORT EXPERIENCE GLOBAL PRESENCE

MEP Civil Building Infra-structure

Kingdom Tower Dubai Airport Terminal 3 Burj Khalifa (Dubai, UAE)

Shangri-La Qaryat Al Beri Dubai Opera House Burj Al Arab

MAJOR USERS – KSA MAJOR USERS – Oman

MAJOR USERS – KUWAIT MAJOR USERS – JORDAN

MAJOR USERS – BAHRAIN

MAJOR USERS – INDIA

MAJOR USERS – Europe

Cost and schedule overruns are the norm in

80% of Contractors are not Integrating

On a 10% Profit Margin, 5% over Allowable

Source: KPMG 2015/ 2016

Subcontract Cost &

• Enterprise Wide • Accurately Track • Enterprise Wide

Major BuildSmart Implementations Rapid Deployment

Kick Off Meeting Project Charter Project Management

Migration of Legacy Data Training – Hands On Implementation

RIGHT 1ST TIME ETHOS Key Elements

Planning Documentation Communication

Adequate and Competent

Snap Shot Support

100 Cost Variance

Original Contract end

Source: KPMG 2015/ 2016

Ian Hauptfleisch – General Manager

Gejo Joshua – Senior Consultant and Area Manager

Fady Kobersy – Senior Consultant and Area Manager

Revisit - Review - Rekindle - Reveal

2D Drawing Take-off linked to BoQ

Revisit - Review - Rekindle - Reveal

Candy QTO 2D take-off

Revisit - Review - Rekindle - Reveal

2D PDF take-off and floating Take Off Sheet

Revisit - Review - Rekindle - Reveal

Update Candy BoQ with QTO quantities

Revisit - Review - Rekindle - Reveal

Candy QTO references in BoQ

Revisit - Review - Rekindle - Reveal

Candy QTO - Templates

Revisit - Review - Rekindle - Reveal

Candy QTO – Templates

Revisit - Review - Rekindle - Reveal

Candy QTO - Templates

Revisit - Review - Rekindle - Reveal

Revisit - Review - Rekindle - Reveal

Bill Item Price Code Resource

WBS Code* Work Breakdown Production Production

Currency code Purchase/source

Tax code Taxation % code

Revisit - Review - Rekindle - Reveal

Bill Items – Bill Codes

Revisit - Review - Rekindle - Reveal

Bill Items – Bill Codes

Revisit - Review - Rekindle - Reveal

Bill Coding – Analysis

Revisit - Review - Rekindle - Reveal

Bill Items – Package Codes

Revisit - Review - Rekindle - Reveal

Bill Items – Cost Planning Elemental Codes - new*

Revisit - Review - Rekindle - Reveal

Revisit - Review - Rekindle - Reveal