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WinEst has pull down menus for each of the following - File, Edit, View, Filters, Tables, Tools, Database, Reports, Custom, Window and Help. When the mouse is clicked on one of these menu items, a list drops down with the available commands for that menu. Scan the menus to see the features available in the WinEst program.
Help
Help is always available. You can select the Contents command on the Help menu or press the F1 key to view help. To close the Help system, from the File menu in the Help application, select Exit.
Item Takeoff
This view is for adding items to your estimate from the price book Database. From here you can: Lookup items from the database Perform takeoff calculations Assign a locations or Work Breakdown Structures (WBS) to items Analyze the Item takeoff audit trail Enter unique, one time items Add notes to items Access the calculator or drawings programs Assign Quantities to selected items Perform assembly takeoff (Adding many related items to the estimate at the same time)
Estimate Sheet
This view is for analyzing and modifying the estimate. The Estimate Sheet is a spreadsheet. From here you can: Alter information for an item across the categories Reprice the estimate based on current pricing Apply Adjustment factors based on Location Apply City Cost Indexes to adjust pricing by on location Change an items description and takeoff quantity Filter and sort your estimate with pre-designed or custom designed filters & reports Add Item specific Notes and Memos Make adjustments to virtually an item specific piece of information such as pricing and productivity rates View the Estimate as Net or Gross (Cost or Billable) values
This spreadsheet can have the column widths altered and filtered to show the information most appropriate for examining the costs including summary information.. Display columns can be alternately added, deleted or hidden by clicking the right mouse button while on the column heading row. The column heading row contains each column text description.
Totals Page
This view is for summarizing costs and adding costs not covered elsewhere such as Markups. From here you can: See a dollar amount and percentage summary of the categories of work Apply percentage, lump sum and step markups and bonding costs. (Net or Gross) Add Taxes View the total net costs, markups, and total costs for the job
A Sample Exercise
WinEst is well suited for using in a wide variety of applications. In terms of determining estimated costs, concepts are the same whether you are a General contractor on a commercial building Project, an IT director configuring a Wide area Network or a Project manager designing a nation wide Cellular Network. Wherever projects are constructed with labor and materials, WinEst can assist in determining the Projects final cost. For the purposes of this sample, we will be using a General Construction Price Book to demonstrate WinEsts features and functionality. If you are not a General Contractor, try to visualize how the concepts presented in the sample can fit your unique estimating requirements. WinEst has a wide variety of Standard Industry Price Book Databases available. Contact you WinEst Sales representative for information on the Price Book best suited to your needs. Before you begin, start a new estimate by selecting New from the File menu.
Item Takeoff
Start the sample by adding items to the estimate. This is referred to as Item Takeoff. 1. Change to the Item Takeoff view by clicking on the Takeoff icon or by selecting Takeoff View from the View Menu 2. Click the Add Items button on the toolbar Toolbar Small Images (Takeoff View)
The database browser appears, displaying the contents of the current database price book. The price book is broken into 3 sections (Division, Major Section & Minor Section). These groupings allows for quicker assess to items based on the section they belong to. For example all concrete related items are found under Division 03 Concrete. As you highlight combinations of Divisions, Major Sections and Minor Sections, corresponding items display below. To select an item. Highlight it and click the Add button, or Double-Click on the item itself. Items that have been selected display in the Takeoff list box at the bottom of the screen. The icons to the left of the items are visual indicator of the costs related to the item. (Labor, Materials, Subcontract, Equipment, Other & User) Item Cost Icons Category Labor Materials Equipment Subcontractor Other User Icon Description Person Bricks Truck Hard Hat Money Stack Coin
Database Browser
Division Major Section Minor Section
To move through the contents of the database, click on the Division, followed by the Major Section, and Minor Section.
1. For this sample exercise, select Minor Section 2212 Rough Grading 2222 Excavation - Swale To find the items listed above, we: a) Find the first item by Selecting: 2000 Sitework 2200 Earthwork 2212 Rough Grading
b) Double click on the item description in the item view box below to add it to the takeoff list or while it is highlighted, Double Click or click the Add button. c) Find the second item by Selecting: 2000 Sitework (Division)
The Accept Button 2. Click the Accept button followed by the Close button found in the lower right hand corner. This will accept your selections and return you to the item takeoff view. WinEst adds the items into the estimate spreadsheet.
Type 8000 Press the Enter key. The cursor automatically moves the cursor to the Add button. Press the Enter Key again. o Notice: The first item in the spreadsheet now has a value. All costs related to that item have also been calculated. The total current estimated cost displays on the status bar at the lower left hand side of the window. Press the Next button to quantify the next item
6 Note: You can click into the Variable cells (Area to Grade and Production sqyd/day) again to enter more quantities for the same item if you wish.
You can also enter values directly into the spreadsheet. Regardless of how the quantity value is generated, by formula or entered directly, WinEst keeps an audit history of every change made to every item. You can see the items history log by double-clicking in the items quantity cell or by selecting Item History from the View Menu.
1. Click the Add Items button. 2. Select Assembly from the list box at the top left hand side of the database browser or off the By grid Select Hierarch and off the List grid select Assemblies Assembly Browser
3. Highlight the 3000 Concrete Heading then the Concrete Flatwork 3320 Group. Assemblies belonging to this heading display below 4. Select the Slab on Grade (Area) w/Rebar, assembly 03322r. You may need to scroll down the item listing to find the correct item. (Depending on your screen resolution) 5. Click the Add Item button When this Assembly was created, some of its items where defined as Pick items. This enables you to select alternate items during item takeoff, dependant on project specifications. You will be presented with items lists for each Pick Item. Select the gravel item that you want by highlighting it and clicking the OK button on the bottom right hand corner of the window, or Double-Clicking on the item itself. If no gravel is desired you could click the Skip button. Use this same method to select item specification for all remaining Pick Items that are presented, or click Accept Remaining Picks to accept the defaults or all items in the Assembly. Once the Assembly appears in the Takeoff Items list, you can click the Accept button on the bottom right hand corner. This will bring the assembly and all of its related items into the Estimate spreadsheet
6. Click the Close Button and the Assembly Takeoff Browser will disappear 7. Input the following values into the variable input boxes for the assembly: Length of Slab Width of Slab Depth of Concrete Slab Gravel Depth Sand Depth Reinforcing Per SF Concrete Slab Quantifying an Assembly 180 65 5.5 4 6 2.68 Lnft Lnft in in in lb
8. After pressing the Add button, quantities will be calculated for the items that are part of the Slab on Grade assembly. More takeoff passes can be performed to accumulate quantities for the assembly
2. Select Item Details from the Filters, Default Filters menu. If you selected different items during the pick selections, then those items will be in the estimate instead of the ones listed in the exercise Change Views (Filters)
3. The middle buttons across the top of the toolbar, when using Large Buttons with Text, (Details, Labor, Materials, Subs, Sections, and Divisions) are filters you can apply to the Estimate Sheet view. The depressed button indicates the active filter. More Estimate Views (Filters) are available on the More Estimate Filters option found off the Filters Menu. Icon definitions (Spreadsheet View)
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Division CSI Division Summary Scroll across the estimate sheet by clicking the scroll bar arrows on the bottom of the screen. You can adjust the width of any column by moving the mouse cursor over the column heading right edge. The cursor changes shape to a double-ended arrow when the mouse cursor is placed on a column border. You can then click and drag the column to a new width.
11 3. Press Enter The item now has the new description you gave it. Descriptions can be up to 80 characters long. To undo a change in a cell, select the Undo function from the Edit menu. Try this on the description field, and try it a second time to see that you can undo an undo.
12 Item History
3. To close the history dialog box, select the Close button found in the lower right hand corner
Filters
Filters allow you to view your estimate detail in a variety of different ways. By allowing you to; condition, sort & subtotal information, you can focus on specific areas of concern. Look at the effect the filters have on the Estimate Sheet view by clicking on Filters, More Estimate Filters. Column widths are adjustable. Try adjusting the width of the columns so that they fit on the screen. When you switch from one filter to another one, the program saves the column widths. The Sections and Divisions Summary filters display a summary of the total costs of the work by CSI sections and divisions, respectively. These two filters allow you to quickly view the distribution of costs across the entire project. You may find these filters easiest to read if you change the widths of the columns to fit in a single screen width.
Custom Filters
WinEst has the capability to create and customize the filters to display the estimate spreadsheet according to your criteria. You can edit the spreadsheet in the following manner: Select which columns display Select the order that the columns display Display data columns as well as cost information Select the sort order of the estimate sheet Filter items to display only certain cost categories Change the column header names to your preferred names
Data contained in any specific filter can be adjusted on the fly. To an additional column; 1. Select where in the filter view you want the column to display 2. Select the column heading to the right of where you want the new column to reside
3. Depress the right mouse button and click Insert Filter Columns to view the column options 4. A list containing all available columns will display 5. Select on by either Highlighting it or Double-Clicking Note: Columns can also be Remove and/or Hidden. Remove by selecting the column, Right-Clicking and Selecting Remove
14 Notice that all of the selected rates change from $20.00 per hour to $25.00 per hour. This function can be used to adjust an amount by a percentage (positive or negative), add (or subtract) an amount, or completely replace any existing value.
The Totals Page view gives you an overall summary of your estimate and lets you add markups, bonds, and other expenses that dont fall into the work item categories. To move to the totals page, click the Totals Page button on the toolbar. The Totals Page view appears. The Percent and Dollar Amount columns on the left side of the screen show the distribution of the jobs costs. On the right side, the Hours column shows the total hours required to complete the job for labor and for equipment as estimated. The first seven rows of the Totals Page view display the estimates net costs based on the contents of the Estimate Sheet view, and cannot be changed here. To make any changes, switch back to the Estimate Sheet view and alter the contents of individual work items in order to change the totals. Totals Page
Adding Markups
You can add markups to your project costs by either adding them as a percentage of the net cost or as a lump sum. To work with markups, click the Edit Markups button on the toolbar. The Net Markups spreadsheet dialog box appears. Select the Edit Net Markups icon on the tool bar
Click the Add button. You can either select an existing markup or select the New button. At the top of the window you can give the markup a name and indicate the percentage amount for the markup. You can restrict the markup to be based on a range of CSI numbers or to a particular category (Labor, Materials, Equipment, Subs, Other or User). Once you have clicked on the OK button, the net markup will be saved, the Edit Markup
15 dialog box will disappear, and you will return to the Net Markups spreadsheet dialog box. You can repeat this process to add, delete, and change net markups. You can also use the Move Up and Move Down buttons to reorder the net markups. Once you have Clicked on the Close button, the name of the markup appear beneath the Net Costs row in the Totals Page view. The value of the markup is automatically added to the Subtotal and Total Bid entries. As an example, create a new markup named Overhead based on 12% of the net costs: 1. Click the Edit Net Markups icon on the toolbar appears 3. In the Markup Name box, type Overhead 4. Adjust the Markup Type list to show Percent. In the Markup Value box, type 12 5. If no category (Labor, Material, Equipment, Subs, Other or User) is selected, all is assumed 6. Click OK 7. Click Close WinEst will add the Overhead markup to the totals page and adds 12 percent to the Subtotal and Total Bid prices. You can see that when a markup is created it is placed on the totals page view in the appropriate location on the sheet. Tip: You can double-click on the name of a markup to redisplay the Edit Markups dialog box for that particular markup. . The Edit Net Markups spreadsheet dialog box
Adding Bonds
You can add bond costs to your estimate easily and quickly. Bond costs are based on a series of step calculations, using the Subtotal value on the totals page as the project cost. Use the Edit Bonds dialog box to add up to 10 Bonds to each estimate.
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6. Click OK 7. Click Close to exit the Step Bond screen WinEst will add the new Bond beneath the Subtotal row on the Totals Page view, and adds the bond cost to the Total Bid value. Totals Page
Note: Like all Data Views in WinEst, the presentation of data on the totals page is customizable.
17 Pre Build and Filter report types use the Print Page Setup options to custom tailor the headers, footers, font styles, page layout and printing options to customize the output. The main difference is that the reports from the menu are pre-built and complex, the filters are user definable and sort and arrange the estimate data according to your layouts. Because the demonstration software is disabled, you will not be able to preview reports, only filters. Custom Reports are found on the ReportCustom Reports menu. They use exterior products such as MS Word or Internet Explorer to print.
To change the Print Page Setup options from the preview screen:
1. Select the Setup... button from the preview mode. 2. Make any changes desired to the report. 4. Click OK to return to the print preview to review the changes. Sample Exercise ends here.
18 Read the rest of this document for important information you will need to understand the operation of the WinEst system quickly ***********************************************************************************************************************************
The remaining portions of this document are informational and do not require input by you.
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With the addition or WinEstimators WinEst Onscreen Takeoff module, you can retrieve quantities directly from Electronic Plan Sheet Images. The assembly example above required that you enter the lengths and the widths of the concrete slab in order to determine the total cubic yardage for concrete and the corresponding amount of required Rebar This approach would be complicated when working with irregular shaped slabs, requiring you divide the slab into geometric shapes, while making several dimensional passes to quantify the slab assembly. The following example shows how this would be done using electronic Plan Sheet Images to calculate the area. WinEst Onscreen Takeoff supports a wide variety of commercially available image formats. Formats currently supported include: .Tif .BMP .jpg .png .jif .pln (Tagged Image Format) (Bitmap) (Joint Photographic Experts Group) (Portable Network Graphics) (Graphic Interchange Format) (Dodge Plan)
An Assembly would be added to the estimate in the same manor as before, from the Add Item button on the Takeoff View.
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Once the desired Assembly has been selected into the Takeoff List box, it is added to the estimate by clicking the Accept button.
As you can see, the first dimensional variable at the top of the Calculate Takeoff Quantity screen is Area of Concrete. This variable is looking for the Sqft of the assembly . In the Sample exercise just complete, you were presented with two dimensional variables, Length of Slab and Width of Slab from which the sqft of the slab was calculated.
20 In this example we will get the Slab Area from an electronic Image of the drawing.
To do this we will select the Digitized Takeoff icon at the top of the screen.
When beginning an estimate, you are presented with this setup screen for the first image used. Here you define the drawing and layer name as well as the path to the Image from which you will be retrieving dimensional information.
21 By clicking on all of the corners in the selected slab or by clicking around irregular shapes, WinEst Onscreen Takeoff calculates the area that the shape represents. Onscreen can also calculate item counts, lengths and perimeters. Clicking the Add button, then closing the on-screen takeoff window, sends the resulting Takeoff Quantity to the Estimate Spread Sheet.
Sending Solicitations for Bid Bids and Quotes) (RFQs and ITBs)
With the addition of this optional module, WinEst can assist you in the purchasing/bidding and buyout processes. The Bids and Quotes module is designed to sort, filter, and summarize detailed estimate items into RFQs (Request for Quotation) or ITB (Invitation to Bid) formats without duplication of effort. Once created; RFQs/ITBs can be delivered to subcontractors and suppliers via Web based B2B sites, or by Fax or Email. Using WinEsts built-in filtering technology, to identifying vendor specific items and selecting them into a single RFQ/ITB, is as simple as clicking a button. To Prepare an RFQ: Select Bids and Quotes from the Tools menu found at the top of the screen.
22 Give the RFQ a Code and Description Select Estimate Items to be included on this RFQ. You can you the build in Filters found on the Filter list drop down box, or use the Restrict to: and Section list boxes to determine which items are pulled into the RFQ. 1. Select the Purchased Materials Filter in the Filter Selection box.
The Bids and Quotes Item Selection window Use the Info Tab to enter further information about the RFQ. Project Number, Description, Required By Date and special bidding instruction can be added on the Tab.
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The Bids and Quotes Info Tab 2. Now, define the RFQ further by Clicking on the +/- button and Removing Item 0005 Slab Forms
This Window enables you to Add or Remove Estimate Item from an RFQ. Double Clicking individual Item alternately adds them to or removes them from the RFQ. Each item in the RFQ brings forward information from the estimating system into the RFQ itself. These properties can be modified from within the RFQ window by Double-Clicking on the item description. This activates the RFQ Item Edit window
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The RFQ Item Edit window Change Item specification as need her to insure that your subs and suppliers have sufficient information to bid each item correctly.
Delivery to the Web required that you have a current Procurement Site Subscription. WinEst is sold with a 1 year subscription to one of the sites, ContractorHub.com. Sending RFQs to this site can greatly enhance the communication between you and your vendors. ContractorHub.com will: Enables you to post your RFQ/ITB directly to a Web based community of Subcontractors and Suppliers Enable you to Post RFQs/ITBs to a Virtual Private Market Place containing the Subs and Suppliers you currently have relationships with Facilitate the communication between you and your suppliers concerning each RFQ while keeping a detail audit trail on all communications concerning each Stay in constant contact with you, and you partners concerning the status of each RFQ/ITB. If you change the original, all bidders are automatically notified of the change. If a Bidder changes his quote, you are notified via email immediately.
Purchase Order can be created directly from excepted and verified quotes. Invoice can be generated off excepted Purchase Orders.
To Post your RFQ/ITB to ContractorHub.com, click the Send button on the RFQ window.
Click OK
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