Process Flow Charts

1. Getting Started
1-1. Opening CostX and Default View When CostX® is opened
1-2. Overview of the User Interface - Dimension View (all versions) and Costing View (not
available in CostX® Takeoff)
1-3. Creating a New Project
1-4. Creating a New Building

2. Drawings and Measurement

2-1. Adding, Calibrating and Manipulating Drawings
2-2. Adjusting Drawing Layers
2-3. Comparing Drawings
2-4. Creating a New Dimension Group
2-5. Taking Area Measurements
2-6. Taking Area Measurements (Polyline Method)
2-7. Taking Length Measurements
2-8. Taking Count Measurements

3. Workbooks (not available in CostX® Takeoff) and Template Files

3-1. Workbook Navigation
3-2. Dragging and Dropping Dimension Groups into a Workbook
3-3. Creating a Rate Library and Dragging and Dropping Rates into a Workbook
3-4. Recalculating a Workbook
3-5. Importing CostX Template and Library Files
3-6. Creating a New Building Based On a Template File

4. Reports
4-1. Exporting Dimensions to Excel
4-2. Printing Workbook Sheets to a Report
4-3. Generating CostX® Reports

5. Working with 3D Building Information Models

5-1. Adding a 3D Building Information Model
5-2. 3D Model Manipulation Tools and Adjusting Views of 3D Models
5-3. Creating a Dimension Group and Object Measurement from 3D Models
5-4. Importing Dimensions from 3D Building Information Model Properties
5-5. Importing Dimensions using a Model Map from 3D Building Information Model Properties
6. Revisioning with 2D Drawings (CostX® 3D Versions Only)
6-1. Revisioning Process Overview for 2D Drawings
6-2. Creating a New Building Revision and Reviewing a Previous Building Revision
6-3. Promoting a 2D Drawing & Offsetting Position and Rotation of Dimensions
6-4. Comparing a 2D Drawing to Another Revision
6-5. Revising 2D Dimensions & Other Revisioning Tools
6-6. Accepting 2D Dimensions
6-7. Deleting & Restoring 2D Dimensions and Drawings
6-8. Promoting, Deleting and Restoring Workbooks
6-9. Generating a Comparison Report
7. Subcontractor Comparison (not available in CostX® Takeoff)
7-1. Generating a Subcontractor Workbook
7-2. Assign Subcontractors
7-3. Single Preferred
7-4. Fill Current Subcontractor From Estimate
7-5. Fill Current Subcontractor to Lump Sum
7-6. Use Current Subcontractor or Estimate as Preferred Subcontractor
7-7. Make Current Subcontractor Preferred Subcontractor
7-8. Clear Preferred Subcontractor
7-9. Freeze, Hide and Unhide Columns
7-10. Generating a Standard Workbook from a Subcontractor Workbook
8. Coding (not available in CostX® Takeoff)
8-1. Creating a Code Library
8-2. Coding a Workbook
8-3. Generating a Workbook Grouped by Code
9. Workbooks (not available in CostX® Takeoff)
9-1. Creating and Importing Dimension groups from a CSV File
9-2. Creating and Using Zones
9-3. Generating a Workbook from Dimension Groups
9-4. Creating and Importing a CSV Rate Library
9-5. Creating a Composite Rate Library Item
9-6. Phraseologies