PROJECT DATA. Trimble. AutoBid SheetMetal Software

Transcription

1 PROJECT DATA Trimble AutoBid SheetMetal Software L

2 2 - AutoBid SheetMetal Project Data

3 PROJECT DATA Tr im ble Aut obid Sheet Met al S oft w ar e February 2015 Revision A

4 LEGAL NOTICES Copyright and Trademarks Trimble Navigation Limited. All rights reserved. Trimble and the Globe & Triangle logo are trademarks of Trimble Navigation Limited, registered in the United States and in other countries. AutoBid SheetMetal and Trimble Quick Link are trademarks or registered trademarks of Trimble Navigation Limited. All other trademarks are the property of their respective ow ners. Englew ood Office Trimble Navigation Limited 116 Inverness Drive East, Sutie 210 Englew ood, Colorado (800) Release Notice Trimble AutoBid SheetMetal Project Data Created Thursday, February 05, 2015, 10:55 AM The topics w ithin this help system are subject to change w ithout w ritten notice. Companies, names, and data used in any examples are fictitious. Screenshots included in the help topics may not be exactly as in the softw are application. This help file, or parts thereof, may not be reproduced in any form, by any method, for any purpose, w ithout the w ritten consent of Trimble Navigation Limited. Legal Notices 4 - AutoBid SheetMetal Project Data

5 Table of Contents Chapter 1 Bid Administrator Overview 11 Bid... Administrator Flowchart 15 Navigation Tabs/Toolbars Security... Information 19 Bid... Management 20 Technical... Assistance 21 Video... Presentations 22 Trimble... MEP Client Services 23 Chapter 2 Trimble Quick Link 25 Quick... Link Features 26 Quick... Link FLowchart 27 Lend/Borrow... License Seats 28 Chapter 3 Project Data 29 Chapter 4 Projects 31 Project... List Window 32 Tree... View 36 Table... View 38 Default... Project 40 Table of Contents AutoBid SheetMetal Project Data - 5

6 New... Project Wizard 41 Project... Types 44 Popup... Calendar 45 New... Project Wizard Screen Two 46 New... Project Wizard Screen Three 50 New... Project Wizard Screen Four 52 Project... Access 53 Open... Existing Project 55 Duplicate... Project 56 Edit... Project 57 Project... Types 59 Project... Setup 60 General... Tab 61 Copy... From Windows 64 TakeOff... Tab 65 Project... Check In/Out 67 Project... Export 69 Project... Import 72 Project... Notes 75 Delete... Project 76 Chapter 5 Specification Schedules 79 Specification... Schedules Window 80 Add/Duplicate Table of Contents 6 - AutoBid SheetMetal Project Data

7 Edit/Delete Rectangular... Duct 88 Round/Oval... Duct 90 Flex... Duct 92 Pressure... Classes Pressure Specification Notes 101 Chapter 6 Systems 103 Systems... Window Add/Duplicate Edit/Delete 108 Chapter 7 Symbol Schedule 111 Symbol... Schedule Window 113 Add/Duplicate Edit/Delete Symbol... Details 121 Accessories Labor Scope... Names/Symbols 126 Quick... Add Symbols 127 Chapter 8 Alternates 129 Add/Edit/Delete Table of Contents AutoBid SheetMetal Project Data - 7

8 Chapter 9 Scopes 133 Drawings Add/Edit/Delete Multiple Drawings 137 Floors Add/Edit/Delete 141 Zone Add/Edit/Delete 145 SysSymbol Add/Edit/Delete 148 Chapter 10 Assemblies 151 Assembly... Security 153 Assembly... Libraries Current Assembly Library Master Assembly Library 157 Import/Export Import From Master Import From Project Export to Master 167 Create/Duplicate General Info Items Labor 185 Table of Contents 8 - AutoBid SheetMetal Project Data

9 Edit/Delete General Info Items Labor 202 Nested... Assemblies 204 Illustrations Assembly... If Statements Assembly If Statements Procedures 209 Table of Contents AutoBid SheetMetal Project Data - 9

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11 C H A P T E R 1 Bid Administrator Overview Tip - Trimble Quick Link (licensing and communication software) is required in the AutoBid SheetMetal software. Failure to install and configure it properly will result in the inability to use the AutoBid SheetMetal application. Refer to the Utilities chapter in the Global Data Administrator online manual for more information. AutoBid SheetMetal Bid Administrator The Bid Administrator is used for creating and bidding new projects. It contains several modules making organization and processes and easier. Project Data After verifying and modifying data in the AutoBid SheetMetal default Job, you can transfer data from this job to the new bid. When you create a new job and copy data from an existing job (if you choose to do so), information specific to the project is created. This data is used during the AutoBid SheetMetal Bid Administrator TakeOff & Reports phase. This includes, but is not limited to, blue print numbers, the number of floors in the project, zones (location identifiers, such as lobby areas or dining rooms), and symbols (several items used as one piece of equipment, such as air conditioners or air handling units). Once this information is created, The AutoBid SheetMetal software uses lists for selecting items during TakeOff and Reports. Other features of Project Data include the following. Project Management 20 The AutoBid SheetMetal software contains project management tools also. The program can create specific reporting about the job for Project Managers, Accounting Department personnel, and owners. Specification Schedules The AutoBid SheetMetal software includes a set of Specification Schedules that are ready to use. You can verify the data in each Specification Schedule, and if necessary, modify data to meet the project and your company s standards. Alternate Bids The information may also include Alternates that are requested. The AutoBid SheetMetal software provides two types of Alternate bids. Additive Additive bids are not included in the base bid report. A separate report can be produced for an Additive alternative bid. Bid Administrator Overview AutoBid SheetMetal Project Data - 11

12 Deductive Deductive bids are included in the base bid report. A separate report can be produced for a Deductive alternative bid. TakeOff & Reports TakeOff In TakeOff, the appropriate System and Pressure class is selected. Based on the selections, the AutoBid SheetMetal software determines what data to use; for example: Specification Schedules, Hangers, and the types of flex connectors and turning vanes. The Construction Standards used are also determined based on the pressure class you choose in TakeOff. This removes much of the guesswork to eliminate mistakes during TakeOff. The AutoBid SheetMetal software includes Graphical, On-Screen View and Audit Trail View TakeOff. Calculations Calculations are run to generate quantities (pounds, lineal feet and square feet) and hours (shop, shop handling, field and field handling). This procedure combines the data in the Global Data Administrator with the information from TakeOff. Upon completion of the calculations, a Calculation Log is created, detailing any problems encountered (for example, missing items such as price and labor and errors in Take Off). This provides you with the opportunity to take action to correct problems before you proceed with the bid. Adjustments When you are satisfied with your calculations, final adjustments to the estimate can be completed. Quote Manager The Quote Manager allows you to enter quotes that you receive from vendors for items such as air distribution, system equipment (air handlers or exhaust fans) and any other quoted items entered during Takeoff. Labor Adjustments The Labor Adjustment worksheet provides you with an opportunity to adjust Labor for your project. Reports Reports provide you with detailed recap information gathered from TakeOff. It combines the information in Global Data Administrator and Quote Manager. The Recap Report takes quantities (pounds, linear feet and square feet) and hours (shop, shop handling, field and field handling) and displays them accordingly. Upon review and completion of this report, you are ready to move to the Worksheet & Final Estimate phase. Rapid Reports You may prefer to use Rapid Reports instead of the Final Estimate Summary. Rapid Reports allows you to quickly produce a final estimate using a single Microsoft Excel Workbook format that contains duct/fitting and labor costs. Using the Rapid Reports feature eliminates the need for you to enter data in the Subcontractor Summary, General/Administrative Costs and Quote Manager. You can simply enter this data in the Rapid Reports Microsoft Excel Workbook. Bid Administrator Overview 12 - AutoBid SheetMetal Project Data

13 Worksheets & Final Estimate Worksheets Subcontractors Worksheet The Subcontractors Worksheet allows you to enter subcontractor bids on various types of work that is subcontracted. You define the types of work being subcontracted and add companies to your list of subcontractors. Bids are accumulated in the Subcontractors Worksheet, so you can enter and store quotes as they come in. You can then select specific bids for the Final Estimate Summary. The AutoBid SheetMetal Bid Administrator can select the lowest bids automatically also. G&A Costs Worksheet G& A Costs Worksheet uses the categories, items and costs created in the G&A Manager. You can modify the data as required. When you modify data in the worksheet, only data specific to your project is impacted. Final Estimate Summary This Final Estimate Summary is generated using a Microsoft Excel spreadsheet. If desired, you can modify the spreadsheet before printing the final bid. In addition to the cost modifications you might want to make, you can also enter percentages for taxes, overhead and profit on the spreadsheet to generate the final costs on the project being bid. Imports and Exports Tip - Some import/export procedures require licensing before they can be completed. If you do not have access to an import/export, contact your Trimble Sales Representative for more information. DuctDesigner 3D Import You can export most items from your DuctDesigner 3D drawing into the AutoBid SheetMetal software. This feature allows selected duct and fittings within a drawing to be transferred directly from DuctDesigner 3D to the AutoBid SheetMetal software, eliminating the need for manual input of those items into the database. It also greatly reduces the chance of input errors in the database. Import from Vulcan format This import can be added to an existing project or you can create a new project from within the Import from Vulcan window. Additional options are available for selection, including how fittings and hangers should be handled, as well as mapping specifications, pressures, scopes, library items, symbols and plug items. During the import process, informational messages detailing the handling of certain items display in the on-screen Message Log. Upon completion, you have the option of printing the information for reference. Import from Trimble Design Link You can import a Trimble Design Link formatted file into the AutoBid SheetMetal software. The import can be added to an existing project or you can create a new project from within the Import from Trimble Design Link window. Additional options are available for selection, including how fittings and hangers should be handled, as well as mapping specifications, pressures, scopes, library items, symbols and plug items. During the import process, informational messages detailing the handling of certain items display in the on-screen Message Log. Upon completion, you have the option of printing the information for reference. Bid Administrator Overview AutoBid SheetMetal Project Data - 13

14 Vulcan Export The Vulcan Export option is available if you have a license that includes this procedure. This allows you to export selected duct and fitting within a project to be transferred directly from AutoBid Sheet Metal to the Vulcan cutting system. Using this feature greatly reduces the chance of input errors at the cutter. Bid Administrator Overview 14 - AutoBid SheetMetal Project Data

15 Bid Administrator Flowchart The following provides information on the basic flow of the AutoBid SheetMetal Bid Administrator. Bid Administrator Overview AutoBid SheetMetal Project Data - 15

16 Navigation The main Bid Administrator window provides access to all modules contained within. Quick Steps: Double-click on your desktop Start / navigate to AutoBid SheetMetal / Bid Administrator Global Data Administrator / The main Bid Administrator window includes toolbars 18 and tabs for easy navigating, as well as access to all global information modules. The modules include Project Data (covered in this manual), TakeOff & Reports, and Worksheets & Final Estimate. Refer to the appropriate online manual for more information. Bid Administrator Overview 16 - AutoBid SheetMetal Project Data

17 Bid Administrator Overview AutoBid SheetMetal Project Data - 17

18 Tabs/Toolbars The main window of the Bid Administrator includes tabs and toolbars. These help you keep data organized, as well as providing easy access to various modules within the AutoBid SheetMetal software. Tabs The main window of the Bid Administrator contains tabs. Each tab contains buttons that provide access to the various modules of the Bid Administrator. Toolbars Many of the windows in the Bid Administrator include toolbars. Toolbars provide quick access to various commands. Generally, toolbars are located directly below the menus. Clicking on a toolbar command immediately opens the associated window. The following illustrates common toolbar commands in various Bid Administrator windows. Button Function Global Data Administrator Add Delete Edit Duplicate Refresh Add Note Toolbar commands are also available under the menus. Help windows provide you with instructions using both menus and toolbars. You should use the method that you are most comfortable with when working in the Bid Administrator. Bid Administrator Overview 18 - AutoBid SheetMetal Project Data

19 Security Information Security for the AutoBid SheetMetal software is created in the Global Data Administrator Employee List and Security Administration. Each user can be assigned certain access rights to the database. You can allow or restrict access in a number of ways. In the Bid Administrator, you can limit access to projects using the Project Access 53 option. Bid Administrator Overview AutoBid SheetMetal Project Data - 19

20 Bid Management The main Bid Administrator window provides tools allowing you to quickly view the project status. As project tasks are completed, you can click the appropriate checkbox. This allows you to quickly view the status of your project. Bid Administrator Overview 20 - AutoBid SheetMetal Project Data

21 Technical Assistance Send Message to Technical Support You can use this command when you have questions or issues requiring contact with MEP Client Services. Simply enter these and the Trimble Quick Link software application sends your request, adds it in the queue, and creates a support ticket. You will be contacted in a timely manner by an MEP Client Services Representative to discuss your request The Bid Administrator provides several online manuals that can be viewed from the Help menu or from the Windows menu or from the Windows Start menu. You also have access to online video presentations that provide information and demonstrations pertaining to the software. Bid Administrator Overview AutoBid SheetMetal Project Data - 21

22 Video Presentations The videos provide you with several on-screen walk-through demonstrations that are easy to understand. Use the videos for a quick overview of new features and commonly used tasks in the AutoBid SheetMetal software. The videos are accessible from the Help menu. Quick Steps: Help / What's New (in this release)? Help / Video Library If you did not the videos or moved them to another location other than the default, click one of the following radio buttons to review the update video library. Installation Media If you did not install the video libraries, this option allows you to view the videos from the Installation media. Folder If the videos have been moved to another location (such as, a network drive), choose this option and navigate to the network location by clicking on the Browse button. Once you have located the video files click Show Video and follow the on-screen prompts. Bid Administrator Overview 22 - AutoBid SheetMetal Project Data

23 Trimble MEP Client Services Our Trimble MEP Client Services personnel are available when you need help with the software. You can contact the Client Services Department by phone, , or through our website. Tip - Before contacting us, we recommend you consult the online system help first, as it covers solutions to many common issues and procedures. Phone Support Internet Web Site Telephone support is available Monday through Friday, except major holidays. Toll Free: (800) mepsupport@trimble.com mep.trimble.com To benefit most Trimble MEP Client Services, please comply with the following guidelines before making contact: Please be at your computer when you call, as our representative may have to guide you through the instructions step-by-step. You will also be asked to provide the following information: The product name and version The operating system you are using A detailed outline of the problem, whether you can repeat the problem, and what you were doing when the problem occurred. If you call Trimble MEP Client Services after regular support hours, please leave a detailed message on our voice mail system. We will review your request the next business day. Bid Administrator Overview AutoBid SheetMetal Project Data - 23

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25 C H A P T E R 2 Trimble Quick Link Tip - The Trimble Quick Link software is required to run the AutoBid SheetMetal application. Failure to install and configure it properly will result in the inability to use the AutoBid SheetMetal software. The Trimble Quick Link software utility allows you to easily manage licenses for your Trimble products. Trimble Quick Link includes two modules: Quick Link Hub This module is required for communicating with Quick Link Central (licensing server). Quick Link Management Studio The Quick Link Management Studio allows you to manage your licenses. You can install it on one or multiple workstations. Refer to the AutoBid SheetMetal Installation Guide manual included on the installation media for detailed instructions for installing the software. After installed, the Trimble Quick Link software application includes an extension online help system, as well as an online manual. Configure AutoBid SheetMetal/Trimble Quick Link After you have installed Trimble Quick Link, you must configure the AutoBid SheetMetal software for proper communication. Refer to the Utilities chapter in the Global Data Administrator manual for more information. Trimble Quick Link AutoBid SheetMetal Project Data - 25

26 Quick Link Features Trimble Quick Link offers the features outlined below. Technical Support Tickets You can send Technical Support requests by using the Quick Link communication feature in the AutoBid SheetMetal software (see below for more information). This automatically adds your request to the support queue. Virtual Computer Users If you have the AutoBid SheetMetal software installed on a virtual machine, you no longer have to contact Technical Support to renew your licenses every 90 days. Caution - If you need to revert your virtual machine to a snapshot, make sure you return all license seats to the Quick Link Management Studio on the virtual computer before reverting. Failure to do so may result in unavailable license seats in the Management Studio. Easier License Check-Out Functionality To checkout or borrow a license, all you need is an initial internet connection and proper security (Login name and Password). License Administration Control Using the Trimble Quick Link Management Studio, you can view license availability, update licensing, and obtain new licensing. Server Moves In the event you need to move the AutoBid SheetMetal software from one server to another, you can easily accomplish this without contacting MEP Client Services for licensing issues. Share licenses Licenses can be shared between multiple offices; however, the Trimble Quick Link Hub must be installed at all locations. Refer to the Trimble Quick Link online help system for information on using the Quick Link software application.. Trimble Quick Link 26 - AutoBid SheetMetal Project Data

27 Quick Link FLowchart The following provides information on the communication flow between the AutoBid SheetMetal software and Trimble Quick Link. Trimble Quick Link AutoBid SheetMetal Project Data - 27

28 Lend/Borrow License Seats The Trimble Quick Link software application allows you to lend license seats for use on another system. This allows you to work in the software at another location. When you are done using the license seat, you can easily return it, making it available again for others to use. Tip - License seat Lending and borrowing is done through the Trimble Quick Link Management Studio. The links below walk you through lending/borrowing and returning a license seat using this software. Note: These links actually take you to the Trimble Quick Link Help file. The look and feel of the help file will not match the AutoBid SheetMetal software help system. Refer to the Trimble Quick Link online help system for detailed instructions. Trimble Quick Link 28 - AutoBid SheetMetal Project Data

29 C H A P T E R 3 Project Data The Project Data tab contains buttons that open up various components essential to your project. Contract Document Analysis Project Data Project Setup Specification Schedules Drawings Floors Systems 103 Zone 144 * Symbol Schedules 111 SysSymbol 147 * Alternate Bids Assemblies *Zone and SysSymbol buttons can be customized to display a label of your choice. Customized labels are defined in the Global Data Administrator under General Company Settings. See the Global Data Administrator online manual for more information. Project Data AutoBid SheetMetal Project Data - 29

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31 C H A P T E R 4 Projects Before you can produce a bid, you must create a project. The project contains information pertaining to the bid due date, bid identification, type of project, as well as specifications, scopes and so on. You can also set security access for your employees on a project-by-project basis. You have the option of creating a new project by copying data from the Default Project 40 to the new project and then, if necessary, modify the data to better suit the job. If you prefer, you can create a project using your own parameters and data, rather than copying from the default job. The Construction Standards (attached to the Specification Schedule) provided in the Default Project you a starting point for future jobs. You can then modify the standards rather than creating these in their entirety. If you find that you need a new set of standards, AutoBid Sheet Metal has the tools available allowing you to create them. Projects AutoBid SheetMetal Project Data - 31

32 Project List Window The Project List window provides you with a list of all projects currently setup in the AutoBid SheetMetal software. Quick Steps: Bid Administrator / Bid Administrator / File / Project List TakeOff / File / Open Project Project List Views Tree View 36 The tree view provides better organization of your projects, making it easier to find projects in larger lists. This view allows you to: Group related projects together using folders Create projects under specific folders Move existing projects into desired folder View basis project information, including lock status Projects 32 - AutoBid SheetMetal Project Data

33 Date the project was last accessed (for archive purposes) Print a list of projects (File / Print Project List) Table View 32 The table view provides a simple list of projects. For smaller project lists, this view might be the one you want to use. This view allows you to: View basis project information, including lock status Sort projects ascending/descending by clicking on the header you want to sort by. Open Project List In the main Bid Administrator software window, use one of the following methods to open the Project List window. Click. OR Choose File / Project List OR TakeOff / File / Open Project The Project List window displays. Projects AutoBid SheetMetal Project Data - 33

34 Tip - Depending on your view, the current project in the AutoBid SheetMetal software displays as follows: Tree View A red checkmark displays next to the current project in the tree. Table View The current project displays in the list highlighted in the color specified in the Master Settings and System Maintenance manual. (The default color is yellow. You may have changed this default.) Project List Menus Menus provide you with access to various features of a project. The menus in the Project List window consist of the following items. File menu The File menu includes features, such as Print, Export/Import Bid, and Exit commands. Edit menu The Edit menu includes Add, Edit, Find and Delete. These items are also included on the toolbar. View menu The View menu contains options, Toolbar, Refresh, and Go to Current Project. Tools menu The Tools menu includes commands that pertain specifically to the current project open in the AutoBid Mechanical software. Project List Toolbar The toolbar provides you with quick access to frequently used commands. These commands are also available on the Edit menu. To display the Toolbar in your Project List window, choose View / Toolbar. The check mark next to Toolbar on the menu indicates the toolbar is displayed below the menu in the window. Toolbar Buttons Projects 34 - AutoBid SheetMetal Project Data

35 Add Project Copy/Duplicate Project Edit Project Delete Project Switch Project View Add Project Folder Tree view only Projects AutoBid SheetMetal Project Data - 35

36 Tree View The tree view provides better organization of your projects, making it easier to find projects in larger lists. It also displays the date the project was last opened. This might help you decide when to archive your older projects. Quick Steps: Bid Administrator / Bid Administrator / File / Project List TakeOff / File / Open Project Tip - If the Project List Tree View window opens, you can go to View / Switch to Table View. OR Click to change to change to Table View 38. This view allows you to: Group related projects together using folders Create projects under specific folders Move existing projects into desired folder View basis project information, including lock status Projects 36 - AutoBid SheetMetal Project Data

37 Date the project was last accessed (for archive purposes) Projects AutoBid SheetMetal Project Data - 37

38 Table View The table view provides a simple list of projects. For smaller project lists, this view might be the one you want to use. You can also use the table view to sort and filter project information. Quick Steps: Bid Administrator / Bid Administrator / File / Project List TakeOff / File / Open Project Tip - If the Project List Tree View window opens, you can go to View / Switch to Tree View. OR Click to change to change to Tree View 36. This view allows you to: View basis project information, including lock status Sort projects ascending/descending by clicking on the header you want to sort by Filter projects by user-defined parameters Projects 38 - AutoBid SheetMetal Project Data

39 Projects AutoBid SheetMetal Project Data - 39

40 Default Project The AutoBid SheetMetal software includes a Default Project. The information contained in this job can be verified and modified to meet your company s requirements. The Construction Standards provided in the Default Project provide with you a starting point for future jobs. You may find that you need to create a new set of standards specific to your project. The AutoBid SheetMetal software includes tools that allow you to create these standards. Trimble recommends that you rename the Default Project to one of your preference, for example, you might include your company name. Rename Default Project Quick Steps: Bid Administrator / Project List window / Edit Project Bid Administrator / Project List / 1. On the Project Data tab in the AutoBid SheetMetal Bid Administrator main window, click. OR In the AutoBid SheetMetal Bid Administrator main window, choose File / Project List. 2. Highlight the default job and then click. The Project Detail (Edit) window opens. 3. In the Project Name field, enter the new name for the default project and then click OK. Projects 40 - AutoBid SheetMetal Project Data

41 New Project Wizard Before you can begin working on a bid, you must first create the project. The AutoBid SheetMetal software includes a Project Wizard that allows you to enter all of the required information for your project. Common commands in the Project Wizard When you click Next, the wizard advances to the following screen. At any time you can click Back to return to the previous screen. When input is complete on all Project Wizard screens, click Finish. Quick Steps: Bid Administrator / OR Bid Administrator / Project List 32 / Open New Project Wizard In the main Bid Administrator window, click on the toolbar. OR 1. In the Bid Administrator main window, click. 2. In the Project List window, click on the toolbar. The first New Project Wizard screen displays. Projects AutoBid SheetMetal Project Data - 41

42 Add New Project (Screen One) 1. Complete the following fields. Project name Enter the new project name. Bid ID Enter the Bid ID. The Bid ID is user defined based on your company s requirements and bid numbering system. This field is required. Project Type 44 From the list, choose the Project type. If the Project type is not included in the list, click the ellipsis button. The Project Types window displays. Tip - The Bid date and Bid time fields are optional. However, using these fields provides you with a quick way to track when your bid is due. This information also provides tracking of your bid in the AutoBid SheetMetal software to help you meet time constraints. Bid date Enter the date the bid is due or click to use the pop-up calendar 45. Projects 42 - AutoBid SheetMetal Project Data

43 Bid time Enter the time the bid is due or click to use the system clock. 2. Click. The second New Project Wizard screen 46 displays. Projects AutoBid SheetMetal Project Data - 43

44 Project Types Setting Project Types is for your internal purposes only. This option provides you with a quick way to determine the object of the project. For example, a Project Type might be categorized as Shopping Centers, Office Complexes, or Hospitals. You can set up as many or as few Project Types as you find necessary. Quick Steps: Project List 32 / Project List 32 / Add Project Types 1. In the AutoBid SheetMetal Project List window, choose Tool / Project Types. The Project Types window opens. 2. Click Add. Enter the new Project Type. To continue adding Project Types, repeat this step until you are done. 3. Click Close when you are done. Edit Project Types 1. Highlight the Project Type you want to modify. 2. Modify the data and click Close when you are done. Delete Project Types Tip - You cannot delete a Project Type that is assigned to a Project in the AutoBid SheetMetal software. 1. Highlight the Project Type you want to delete. 2. Click Delete and click Close when you are done. Projects 44 - AutoBid SheetMetal Project Data

45 Popup Calendar You can use the pop-up calendar, when available, to enter date information. 1. Click next to the date field. The pop-up calendar opens. 2. Use the lists to choose the Month and Year. OR Double-click on the date. OR Click on the Today button to select the current date. 3. Click OK. Projects AutoBid SheetMetal Project Data - 45

46 New Project Wizard Screen Two The second New Project Wizard screen allows you to copy specifications and other data from an existing project that might be similar to the one you are creating. This saves you time by not requiring as much data entry. After the project is created, you can then modify the copied data to suit the new project. Note: When you modify data that has been copied, only the current project is affected. The project you copied from remains unchanged. 1. Choose one of the following in the Start Project using pane. Specifications copied from If you want to copy specifications schedules 79 from another project, select the project you want to copy from by clicking and selecting the project from the list.. OR Click Browse. The Project Selection 49 window opens. 2. If you want to make the selected project to copy from the default for future projects, click the Set "Copied From" project as default when creating new projects checkbox. Note: You can override this selection at any time. 3. Click the checkboxes next to the items you want to copy from the selected project. If you want to copy all items listed, you can click Copy all of these and all checkboxes will be automatically Projects 46 - AutoBid SheetMetal Project Data

47 selected. Tip - If you choose not to copy assemblies at this time, you can accomplish this in TakeOff at a later time. 4. In the General Options pane, select the checkboxes that apply to your project. Calculate Labor for Detailing - Adjust Detail Labor By If you want labor calculated in the bid for drawings done in-house, click this checkbox. You must also enter a percentage value. Detailing option is used to adjust the labor calculations for projects or specific areas of projects that are more difficult to detail; for example, a hospital requires more detailing due to the complexity of certain areas, such as operating rooms. You might want to add 20% to labor costs for the detailing required on this type of a project. In this case, enter in this field. A default value of 0.00 is entered. If the default value is not edited, no adjustment to labor takes place. Calculate Labor for Pressure Testing Choose this checkbox to include pressure testing adjustments in your bid. This setting decreases total calculating time. Refer to Edit System 108 for instructions on how to set the percentage of duct to be pressure tested. Use Rapid Reports (disable Quote Manager, Subs, G&A, FEST) When you select this checkbox, the Quote Manager, Subcontractor Summary, General & Administrative Costs, and the Final Estimate Summary are disabled. You can still use the Rapid Reports module without selecting this option; however, the AutoBid SheetMetal software displays numerous confirmations and informational messages when you are using Rapid Reports. Selecting this setting also disables these messages. Fitting Standard Group If you have setup Non-Standard Fitting Standards in the Global Data Administrator, click select the group you want to use with this project. and 5. Click Next. The third New Project Wizard screen 50 opens. Projects AutoBid SheetMetal Project Data - 47

48 Projects 48 - AutoBid SheetMetal Project Data

49 Project Selection The Project Selection window is accessed by clicking on the Browse button in the second screen of the New Project Wizard. It allows you to filter projects by certain parameters before making a selection. You can select as few or as many of the following options you desire. Project Type In the Project Selection window, click to select the appropriate Project Type 44 from the list. Filtering Filtering capabilities are available in this window: If you want to filter by projects that contain specific items in the name, enter this information in the Project name contains field. Click on the button. The projects that match the parameters selected display in the bottom of the screen. Click on the project you want to use and then click Select. The AutoBid SheetMetal software returns to the second screen 46 of the New Project Wizard. Projects AutoBid SheetMetal Project Data - 49

50 New Project Wizard Screen Three The third Project Wizard screen includes information used in TakeOff. 1. Complete the following information in the TakeOff Settings pane. TakeOff Uses Metric dimensions The AutoBid SheetMetal software defaults to Non-Metric dimensions. Select this checkbox if your project requires Metric dimensions. Default scale for new drawings You can define a default scale for new drawings. When you copy data from your base/default projects, the scale is copied automatically as well. If necessary, you can change this scale when setting up your project or modify settings in the Project Setup 61 window later. Trimble recommends that you define a common scale used in the majority of your projects in your default project. Closest Drawing Size From the list, choose the drawing size that is closest to the size of the drawing being used for the project. This setting allows maximum definition of the on-screen graphical view of the drawing in Graphical View TakeOff and On-Screen View TakeOff. Projects 50 - AutoBid SheetMetal Project Data

51 Default Structure From the list, choose the Default Structure. This list contains structures available for the current project. Caution - The structure type is used to calculate hangers, so it is critical that you choose a structure. You will be able to change the structure type if necessary in TakeOff. If the Structure you need is not in the list, see the AutoBid SheetMetal Global Data Administrator online help topic Company Settings / Structures. This provides instructions on adding new structures to the list. Default Rack Spacing The Default Rack Spacing field is used to calculate the distance between rack support hanger assemblies. If you are using rack support assemblies, this information must be completed. The total length of the run with the rack is entered in TakeOff. The software calculates the number of racks needed based on the default rack spacing entered. 2. Choose one of the following options in the Audit Trail View TakeOff Method pane. Connected (Takeoff using the "duct/fitting/duct/fitting " method) If you are taking off items in duct, fitting, duct, fitting order, choose Connected. Not-connected (Used for material list or non "duct/fitting" TakeOffs) If you are using the Audit Trail View window to take off all duct and all fittings or to take off from a material list, choose Not-connected. When you copy the settings from this job to a new job, the Audit Trail View Method setting selected will also be transferred. Tip - Graphical TakeOff always uses connected mode. Connected and Not connected 3. Choose one of the following options in the Adjust duct lengths for fittings in Audit Trail View TakeOff pane. For duct taken off using the digitizer Select this checkbox if you want the AutoBid SheetMetal software to adjust the total duct lengths. The lengths will be based on the fittings used when taken off with a digitizer. For duct taken off without using the digitizer Select this checkbox to have the software adjust the total duct lengths. The lengths will be based on the fittings used when taken off without using a digitizer. Use this option if you are taking off a material list or a bill of materials. 4. Enter a value in the TakeOff - Use Offsets pane to indicate at what distance an offset is used instead of an angle. For example, if you have 24" Round Duct with a value of 1.00 in this field, anytime you have a vertical or horizontal change in direction the software will generate an offset if the distance is less than or equal to 24". If it is more than 24", the system will generate a length of duct and two angles instead of an offset. 5. Click Next. The final New Project Wizard screen 52 opens. Projects AutoBid SheetMetal Project Data - 51

52 New Project Wizard Screen Four The final screen displays a recap of the options selected on the previous project wizard screens. If you are satisfied with your selections, choose Finish. OR Click on the Back button to make modifications. You can modify many of the settings later using the Project Setup 60 command. Projects 52 - AutoBid SheetMetal Project Data

53 Project Access Default security access settings are created under Company Settings / Employee List in the AutoBid SheetMetal Global Data Administrator; however, you can assign access rights to specific bids from the AutoBid SheetMetal Bid Administrator. Quick Steps: Project List 32 / Tools / Project Access Set Bid Access 1. In the AutoBid SheetMetal Project List window, click on the project and then choose Tools / Project Access. The Set Bid Access window opens. 2. To grant an employee access to the selected bid, click the checkbox next to the employee s name. OR If you want to remove access rights to the bid for the employee, clear the check box next to the employee s name. You can also grant access rights to the bid for the entire list by choosing the Select All or Clear All buttons. The Select All button grants rights to the bid for all employees in the list. The Clear All button removes rights for all employees in the list. Tip - Project Access does not impact any employees who have been granted rights to All Bids. If you want to add or remove rights for All Bids, you must do this under Company Settings / Projects AutoBid SheetMetal Project Data - 53

54 Employee List in the AutoBid SheetMetal Global Data Administrator. See the online help system in AutoBid SheetMetal Global Data Administrator for more information. 3. Click OK when you are finished. If the employee is logged into the AutoBid SheetMetal software, after closing and logging back in, access to the bid(s) will be allowed. Projects 54 - AutoBid SheetMetal Project Data

55 Open Existing Project Quick Steps: Bid Administrator / OR Bid Administrator / File / Project List 32 In the Project List 32 window, Double-click on project in the list. OR Choose Tools / Make Project Current / Close. OR Click on the project in the list / Select The Project Name for the job you selected displays in the Project Status pane in the main Bid Administrator window. Projects AutoBid SheetMetal Project Data - 55

56 Duplicate Project You may want to duplicate an existing product. This will save you time when working in projects that are similar. Instead of creating a project in its entirety, you can duplicate an existing project and then make the required adjustments. Quick Steps: Project List / 1. In the Project List window, click on the project you want to duplicate and then click. OR Right-click on the project you want to duplicate and then click Copy to new Project. The Copy Project dialog opens. 2. Enter the new Project Name and New Bid ID (required). 3. In the Copy What pane, select the appropriate radio button, depending on the information you want to copy to the new project: All Information (including calculation results and reports) TakeOff bid information except calculation; no reports 4. Click Copy. The new/duplicated project is listed in the Project List window. You can now make it your current project and edit as necessary. Projects 56 - AutoBid SheetMetal Project Data

57 Edit Project From time-to-time, you may need to modify data in your project, such as name, type, due date and so on. You can also access Project Setup 60 while editing a project. Quick Steps: Project List 32 / Edit Project Data 1. In the main Bid Administrator window, click. 2. In the Project List window, click on the project you want to edit. 3. Click on the toolbar. 4. Edit the required project information in the Project Detail (Edit) window. Tip - The Bid ID field cannot be edited. 5. Click OK. Projects AutoBid SheetMetal Project Data - 57

58 Project is LOCKED Selecting this checkbox preserves the original data from a submitted bid. When selected, you cannot: Edit existing specifications (new specifications can, however, be added) Make changes in TakeOff (it is in view only mode) Run Calculations Edit the Labor Adjustment Worksheet Make changes to the Quote Manager (view only mode) Edit the Subcontractor and G&A Worksheets You can run various reports, as well as edit the Final Estimate Summary. Keep in mind that when you open the Financial Estimate Summary for a locked project, you will receive a warning message. Data in the Final Estimate Summary can be modified and saved, but your bid calculations will not be affected. When a project is locked, it displays in the Project List window with a <Locked> notation in the Check out by field. Tree View Table View Projects 58 - AutoBid SheetMetal Project Data

59 Project Types Setting Project Types is for your internal purposes only. This option provides you with a quick way to determine the object of the project. For example, a Project Type might be categorized as Shopping Centers, Office Complexes, or Hospitals. You can set up as many or as few Project Types as you find necessary. Quick Steps: Project List 32 / Project List 32 / Add Project Types 1. In the AutoBid SheetMetal Project List window, choose Tool / Project Types. The Project Types window opens. 2. Click Add. Enter the new Project Type. To continue adding Project Types, repeat this step until you are done. 3. Click Close when you are done. Edit Project Types 1. Highlight the Project Type you want to modify. 2. Modify the data and click Close when you are done. Delete Project Types Tip - You cannot delete a Project Type that is assigned to a Project in the AutoBid SheetMetal software. 1. Highlight the Project Type you want to delete. 2. Click Delete and click Close when you are done. Projects AutoBid SheetMetal Project Data - 59

60 Project Setup When you create a project, you are given the opportunity to define certain information. If at a later time, you need to modify data created when the project was set up, you can do so in the Project Setup window. This includes copying specifications, systems, and a Symbol Schedule. Items relating to TakeOff are available for modification. Tip - You cannot copy or modify assemblies in the Project Setup procedure. You can select Assemblies 151 on the Project Data tab or you can also accomplish this during TakeOff. Quick Steps: Bid Administrator / Project Data / Project Setup On the Project Data tab, click Project Setup. OR You can use the menu command: Project Data / Project Setup. The Setup Project window opens. Projects 60 - AutoBid SheetMetal Project Data

61 General Tab The Project Setup General tab contains common information about your project. Items such as Specification Schedule, Labor Detailing and Pressure Testing are included on this tab. Quick Steps: Project Data / Project Setup / General Project Setup allows you to modify information about your project that was originally selected or entered in the Project Wizard 41. Started with data copied from bid The project that data was originally copied from displays in the window. You can copy data from other projects if necessary. 1. Click the File menu. Click the appropriate command based on your project requirements. Copy Symbols From Choose this option to copy a Symbol Schedule 64 from another project. Once copied you can modify the Symbol Schedule for this project. Copy Takeoff Plug Items From Projects AutoBid SheetMetal Project Data - 61

62 If you want to copy plug items 64 from another project, select this command. Copy Specification Schedules From Choose this option to copy a Specification Schedule 64 from another project. Once copied you can modify the Specification Schedule for this project. Copy Systems From Choose this option to copy a System 64 from another project. Once copied you can modify the System for this project. The Copy...From window 64 opens for each selection you make. Tip - This allows you to copy specific items from numerous projects. You can tailor the Systems copied into your current project this way. Lock Copying Once you have copied data from another bid, you can lock the project so the data cannot be overwritten. 1. Choose Tools / Allow copying of specs. 2. In the confirmation message, click Yes. Detailing Calculate Labor for "Detailing" Choose the Calculate Labor for "Detailing" checkbox if you want labor calculated in the bid for drawings done in-house. Leave the checkbox empty if you do not want to include this type of labor in your bid. Percent labor adjustment The Percent labor adjustment option is used to adjust the labor calculations for projects or specific areas of projects that are more difficult to detail. For example, a hospital requires more detailing due to the complexity of certain areas such as operating rooms. You might want to add 20% to labor costs for the detailing required on this type of a project. In this case, enter in this field. This field defaults to a value of If left at the default value, no adjustment to labor takes place. General Options Calculate Labor for Pressure Testing Choose this checkbox to include pressure testing adjustments in your bid. This setting decreases total calculating time. Refer to Systems 103 for instructions on how to set the percentage of duct to be pressure tested Use Rapid Reports (disable Quote Manager, Subs, G&A, FEST) When you select this checkbox, the Quote Manager, Subcontractor Summary, General & Administrative Costs, and the Final Estimate Summary are disabled. You can still use the Rapid Reports module without selecting this option; however, the AutoBid SheetMetal software displays Projects 62 - AutoBid SheetMetal Project Data

63 numerous confirmations and informational messages when you are using Rapid Reports. Selecting this setting also disables these messages. Construction Standard Group Note: This option is available only if you have selected the proper options in Company Settings / Options. If you want to assign the project to a Construction Standard Group, choose a group from the list. This list is created in the Global Data Administrator under Construction Standards. For more information on Construction Standards, refer to the Construction Standard topics in the Global Data Administrator online manual. When you are done working on the General tab, click OK. OR Click on the TakeOff tab 65 to continue selecting/modifying settings for the project. Projects AutoBid SheetMetal Project Data - 63

64 Copy From Windows The Copy From windows allow you to select a project from which to copy data into your current project. Typically, you define this information in the New Project Wizard; however, you can change this information after the project is created. This gives you more flexibility by allowing you to modify the data copied at a later time. The Copy From commands are available in the Project Setup 60. Project Selection For purposes of illustration, the Copy "Symbol Schedule" from window is illustrated below. The Copy From windows for the other commands are similar in design. 1. Locate the Project Name that you want to copy from. 2. Click Select. 3. Review the confirmation dialog, click Yes. Projects 64 - AutoBid SheetMetal Project Data

65 TakeOff Tab The Project Setup TakeOff tab contains information about your project Takeoff. Quick Steps: Bid Administrator / Project Data / Project Setup TakeOff Settings Metric dimensions This option defaults to the selection made at the time you created the project. Closest Drawing Size From the list, choose the drawing size that is closest to the size of the drawing being used for the project. This setting allows maximum definition of the on-screen graphical view of the drawing in Graphical View TakeOff and On-Screen View TakeOff. Default Structure From the list, choose the Default Structure. This list contains structures available for the current project. Caution - The structure type is used to calculate hangers, so it is critical that you choose a structure. You will be able to change the structure type if necessary in TakeOff. If the Structure you need is not in the list, see the AutoBid SheetMetal Global Data Administrator online help topic Company Settings / Structures. This provides instructions on adding new structures to the list. Default Rack Spacing The Default Rack Spacing field is used to calculate the distance between rack support hanger assemblies. If you are using rack support assemblies, this information must be completed. The total length of the run with the rack is entered in TakeOff. The software calculates the number of racks needed based on the default rack spacing entered. Audit Trail View TakeOff Method Connected (Takeoff using the "duct/fitting/duct/fitting " method) If you are taking off items in duct, fitting, duct, fitting order, choose Connected. Not-connected (Used for material list or non "duct/fitting" TakeOffs) If you are using the Audit Trail View window to take off all duct and all fittings or to take off from a material list, choose Not-connected. When you copy the settings from this job to a new job, the Audit Trail View Method setting selected will also be transferred. Tip - Graphical TakeOff always uses connected mode. Connected and Not connected Audit Trail View TakeOff Projects AutoBid SheetMetal Project Data - 65

66 For duct taken off using the digitizer Select this checkbox if you want the AutoBid SheetMetal software to adjust the total duct lengths. The lengths will be based on the fittings used when taken off with a digitizer. For duct taken off without using the digitizer Select this checkbox to have the software adjust the total duct lengths. The lengths will be based on the fittings used when taken off without using a digitizer. Use this option if you are taking off a material list or a bill of materials. Use Offsets Enter a value in the Use Offsets pane to indicate at what distance an offset is used instead of an angle. For example, if you have 24" Round Duct with a value of 1.00 in this field, anytime you have a vertical or horizontal change in direction the software will generate an offset if the distance is less than or equal to 24". If it is more than 24", the system will generate a length of duct and two angles instead of an offset. When you are done working on the TakeOff tab, click OK. OR Click on the General tab 61 to continue selecting/modifying settings for the project. Projects 66 - AutoBid SheetMetal Project Data

67 Project Check In/Out You can check a Project out while working on it. This prevents others from working on the bid at the same time you are. Before a project can be checked out to an employee, the employee must be set up in the Employee List and have proper Project Access 53 rights to the bid. Quick Steps: Project List 32 / Tools The Check Project In and Check Project Out commands are active based on the status of the project. If the project you choose is currently checked out, the Check Project In command is active. If the project is not currently checked out, the Check Project Out command is active. A project can be checked out to only one employee at a time. Check Project Out 1. In the AutoBid SheetMetal Project List window, click the project you want to check out. 2. Choose Tools / Check Project Out. The Check Out Project dialog box displays. 3. In the Check out until field, enter the date you will be done working on the project in a MM/DD/ YY format. OR Click to use the pop-up calendar 45. Tip - You cannot check a project out for more days that entered in the default set in Security Administration. 4. Click OK. When a project is locked, it displays in the Project List window with the login name of the person who checked it out in the Check out by field. Tree View Projects AutoBid SheetMetal Project Data - 67

68 Table View The project will be automatically checked back in on the date specified in Check out until field. Check Project In 1. In the Project List window, click on the checked out project 2. Choose Tools / Check Project In. The project is now checked in. Projects 68 - AutoBid SheetMetal Project Data

69 Project Export When you want to work on a bid offsite or in another installed, non-network version of the AutoBid SheetMetal software, you can back the bid up by using the Export Bid command. You can then import it into another installed copy of the AutoBid SheetMetal software. You may need to borrow a license from your master database in order to work on the bid offsite. Refer to the Trimble Quick Link online help for information on this procedure. Caution - While a full backup will include all projects, all data in the database is included (Global Data Administrator and Bid Administrator). When the restore procedure is performed, the entire database is overwritten with the data from the backup file. You cannot restore individual projects using the restore procedure. You must export the project(s) and then use the project import 72 procedure to restore to the main database. Quick Steps: Project List 32 / File / Export Bid Project Export Limitations If the bid is checked out, you cannot export the data. You can create items specific to the bid (library items, definitions assemblies). If you intent is to work on the bid offsite and then import it back into your master database, you will have to make adjustments so these items will be properly recognized. Text notes are not exported. Open Export Bid Window 1. In the Project List window, click on the project(s) you want to export. Tip - To select multiple bids, hold the Shift or Ctrl keys down on your keyboard and click on the bids you want to export (backup). Exporting multiple bids produces a separate file for each bid selected. 2. Choose File / Export Bid. The Export Bid window opens. Project Export Procedure Projects AutoBid SheetMetal Project Data - 69

70 1. In the Export Type pane, choose one of the following options. TakeOff information This option exports all bid information except calculations, subcontractor, quote or final estimate data. If you have already entered data in these modules and want to have that information available to you, select All bid information. All Bid information This option exports all bid information including calculations, subcontractor, quote and final estimate data. If you require only project and take off information, select TakeOff information. 3. In the Destination pane, enter the location and file name you want to export the data to. OR Click on the Browse button to choose a different location and file name. You might want to export to location outside of your AutoBid SheetMetal folders, for example, a CD-RW or network drive. Talk with your System Administrator to determine the best location for your exported bid. Caution - Do not change the file extension for your export file. This must be "qpa" in order for the AutoBid SheetMetal software to recognize the file. 4. In the Options pane, select the Encrypt Export checkbox if you want the exported file encrypted. This prevents unauthorized use of the file. 5. Click Export. The bid is exported (backed up) to the location you defined. The export file created is named [Bid ID].qpa. For example, if your Bid ID is MSC101, the export file is named MSC101.qpa. If you want to import the bid into another AutoBid SheetMetal software system, proceed to the Project Import 72 topic. If your intent in exporting the bid was for back up purposes, the procedure is now complete. Projects 70 - AutoBid SheetMetal Project Data

71 6. Click Close when complete. Projects AutoBid SheetMetal Project Data - 71

72 Project Import When you need to restore a project to your main database, you must use the project import procedure. You cannot restore individual projects using the restore procedure. Quick Steps: Project List 32 / File / Import Bid Bid Import Limitations Text notes cannot be imported. You can create items specific to the bid (library items, definitions assemblies). If you intent is to work on the bid offsite and then import it back into your master database, you will have to make adjustments so these items will be properly recognized. When you import the bid back into the master, the original bid is not overwritten. You must assign a new Bid ID, which creates another bid in your database. Open Import Bid Window In the Project List window, choose File / Import Bid. The Import Bid from window opens. The left pane allows you to navigate to the location of your exported bid. The available files display on the right side of the window. Bid Import Procedure 1. In the left pane of the Import Bid from window, navigate to the location of your exported file(s). The bids available are displayed in the left side of the window. 2. Click on the bid you want to import and then click Select. The Importing Bid window displays. Projects 72 - AutoBid SheetMetal Project Data

73 3. If the bid already exists in the AutoBid SheetMetal system to which you are importing, you must enter a new Bid ID. 4. The Importing Bid window may contain three tabs. Labor Category Map This tab displays labor categories that exist in the bid but do not exist in the database you are importing to. The AutoBid SheetMetal software attempts to match the labor category. You can choose the one that best fits from the Existing Labor Category to Use list next to each unmatched item. (Note: This tab is not included in the graphic above.) Steps The Steps tab displays the progress of your import. Warnings The Warnings tab provides you with information about problems the import found during the process. 6. Click Import. When the import is complete, messages related to the import are displayed on the Warnings tab. 7. Click Print to save a hard copy of messages contained on the Steps and/or Warnings tabs. It is very important that you read the messages and take appropriate action to make the necessary adjustments noted. 8. Click Close when you have completed the procedure. Projects AutoBid SheetMetal Project Data - 73

74 Your bid has now been imported into the AutoBid SheetMetal software. If you are importing the bid back into the master, you will now have two bids with the same name. You might consider deleting the old bid after you have verified the accuracy of the imported bid. This will avoid confusion in the future. Imported Bid Adjustments After your bid is imported back into the master database, you may need to make adjustments so all of the items in the imported bid are recognized. Review the messages on the Warning tab in the Importing Bid window carefully to determine the action required. Tip - Because labor and pricing is set in the AutoBid SheetMetal Global Data Administrator, these may change during the time you are working on your bid offsite. When you import the bid back into the master, the labor and pricing currently in the master database is recognized. Projects 74 - AutoBid SheetMetal Project Data

75 Project Notes After your project is set up, you can add text notes. This feature allows you to enter information about the project that you feel is pertinent. Quick Steps: Bid Administrator / Toolbar Project List 32 / Edit Project 1. You can add written notes by clicking. 2. Type in your note. 3. Choose the button to close the window. To review existing text notes, click on the this command. button. You can review notes or add more notes using Projects AutoBid SheetMetal Project Data - 75

76 Delete Project You can delete projects in the AutoBid SheetMetal software when tracking is no longer required. Deleting a project removes all data for that project from the database and you can no longer access any related information. Trimble recommends that before deleting a project, you export the bid 69. This provides you with a backup in the event you need to refer to the project at a later date. The exported bid can be saved on CD-RW or in a specific location on your network. Caution - While a full backup will include all projects, all data in the database is included (Global Data Administrator and Bid Administrator). When the restore procedure is performed, the entire database is overwritten with the data from the backup file. You cannot restore individual projects using the restore procedure. You must export the project(s) and then use the project import 72 procedure to restore to the main database. Quick Steps: Project List 32 Single Bid Deletion 1. In the Project List window, choose the project you want to delete. It will be highlighted. Tip - You can select multiple bids by holding down the Shift or Ctrl key on your keyboard when selecting the bids you want to delete. 2. Click. 3. Click Yes in the confirmation message. Multiple Bid Deletions 1. Select the bids/projects you want to delete using one of the following methods. Range If you want to import multiple assemblies, hold the [Shift] key on your keyboard down. Click on the first and last project. Use the up or down arrow keys on your keyboard to highlight the bids you want to delete. Individual (not within a Range) To delete projects are not within a range, hold the [Ctrl] key on your keyboard down. Click on the individual projects you want to delete. The bids selected will be highlighted. Tip - Multiple bid deletion procedures are based on the view you are currently using. Refer to the appropriate instructions below. Tree View 1. Click. 2. In the confirmation message, click Yes. Projects 76 - AutoBid SheetMetal Project Data

77 Table View 1. Click. 2. In the confirmation message, you can define how the deletions are performed. Confirm displays a message for each individual bid selected allowing you to "decide" on-the-fly whether you want to proceed with the deletion. When this option is selected, a series of confirmation messages display. You must approve the deletion for each project selected. Completion Don't Confirm will simply delete all selected bids with no further confirmation messages. Cancel Deletes discontinues the process. When deletions are complete, the Project List window once again displays. Click Close. Projects AutoBid SheetMetal Project Data - 77

78 78 - AutoBid SheetMetal Project Data

79 C H A P T E R 5 Specification Schedules The AutoBid SheetMetal software uses specification schedules to determine how ductwork is constructed. Specification schedules organize required data and define equipment and materials needed for projects. They contain default information for TakeOff, such as flex connectors, turning vanes, hanger schedules, reinforcement and sealer information. The default information is linked to the construction standards and labor tables associated with each item. When set up properly, specification schedules ensure accuracy and save time in TakeOff. Quick Steps: Bid Administrator / Project Data / Specification Schedules The specification schedule contains the information used to generate reports based on your TakeOff. When compiling reports, The AutoBid SheetMetal software uses information from the Specification Schedule to create a list of materials required for a project. The Specification Schedule can also apply hanger specifications, reinforcement and other default information as required. Each specification schedule can have user defined default pressure classes. For example, the Galvanized Sheet Metal and Air Conditioning Contractors National Association Low Pressure (GV SMACNA LP in the Specification Schedules window) default might be 2". You can modify the default pressure within each Specification Schedule. Construction standards can also be selected to modify a particular pressure. Specification Schedules are assigned to Systems. In TakeOff, when you select a System, the default Schedule and associated Pressure are automatically assigned. You can accept the default Specification Schedule or select another from the list. The AutoBid SheetMetal software is released with a Default Project 40, which contains Specification Schedules. Review the Specification Schedules included in the Default Project and modify these as necessary to meet your company standards. Specification Schedules AutoBid SheetMetal Project Data - 79

80 Specification Schedules Window You can add or edit information in the Specification Schedule window. You also have the option of using the Duplicate feature to create a new specification schedule by duplicating data from an existing Specification Schedule. Once the existing schedule has been duplicated, the data can be modified to meet your company's requirements. This method of adding a Specification Schedule leaves the default schedules included with Auto Bid SheetMetal intact. Quick Steps: Bid Administrator / Project Data / Specification Schedule Open Specification Schedules On the Project Data tab, click Specification Schedule. The Specification Schedules window includes a menu, a toolbar, and a list of the Specification Schedules included in the project. Note: Specification Schedules are added to your project at the time it is created. You can also add schedules later through the Project Setup 60 procedure. Specification Schedules 80 - AutoBid SheetMetal Project Data

81 Specification Schedule Toolbar The toolbar provides easy access to commonly used commands. Most toolbar commands can also be found under the Edit menu. Procedures for working in the Specification Schedules window are included on the following pages. Specification Schedules AutoBid SheetMetal Project Data - 81

82 Add/Duplicate Trimble highly recommends that you duplicate and then modify the resulting Specification Schedules rather than adding a new schedule in its entirety. This topic includes instructions for both procedures. You should always define default information for Specification Schedules before you begin TakeOff. This will save time and help eliminate errors. Quick Steps: Project Data / Specification Schedule 80 Add Specification Schedule Quick Steps: Specification Schedule 80 / Tip - Trimble highly recommends that you duplicate 83 and then modify the resulting Specification Schedules rather than adding a new schedule in its entirety. 1. In the Specification Schedules window, click on the toolbar. The Add New Spec Schedule window opens. 2. Complete the following fields. Name Enter the Name of the new specification schedule. Material Select a Material from the list. The list is sorted in alphanumeric order. Use double wall construction standards Click this check box if you the want specifications to use this type of standard. If you leave this checkbox empty, the specification will be created for single wall construction standards. Click OK to save the new schedule. 3. In the Select Pressure Spec window, highlight the pressure(s) you want to add. Specification Schedules 82 - AutoBid SheetMetal Project Data

83 Tip - If the pressure you want is not in the list, more pressures can be added in Global Data Administrator under Company Settings / Pressures. 4. Click to move the pressure to Current Specs pane. If you move a pressure setting to Current Specs in error, click on the pressure setting you do not want, choose Click OK when you are done.. The pressure setting will be moved back to Available pane. 4. Spin-in item This field determines the default Spin-In that is used in Reports when a generic spin-in is entered in TakeOff. Completing this field allows you to use the default Spin-in for TakeOff, rather than having to choose one for each TakeOff. Caution - You can also specify Spin-In data in the Systems 103 module. If you specify these in both Specification Schedules and Systems, the Systems setting takes precedence. 5. Click OK to save your settings and return to the Specification Schedules window. 6. Complete the information on each of the applicable tabs (Rectangular 88, Round 90, Oval 90 and Flex Duct 92 ) in the Specification Schedules window, including settings for each individual pressure class When you have completed editing Specifications Schedules, click in the upper right corner of the window Duplicate Specification Schedule Specification Schedules AutoBid SheetMetal Project Data - 83

84 The AutoBid SheetMetal software includes basic Specification Schedules you might need; however, if you need to create additional Specifications Schedules, it is easiest to duplicate existing schedules. You can then make modifications to the duplicated schedules to fit your requirements. Using this functionality allows you to create new specification schedules without having to re-enter all of the information. Tip - The AutoBid SheetMetal software does not allow duplication when all available pressure classes have been used in a Specification Schedule. To allow duplication of this type of schedule, you must first create an additional (unused) pressure class in the Global Data Administrator under Company Settings / Pressures. Once new pressure classes have been added to the Master Pressure List, the Specification Schedule can be duplicated. 1. In the Specification Schedules window, highlight the Specification Schedule type you want to duplicate. 2. Click on the toolbar. The Duplicate Specification window displays. 3. Enter values in the following fields. Name Enter the Name of the new specification schedule. Material Choose a Material from the list. Use doublewall construction standards Choose this check box if you the want specifications to use this type of standard. If you leave this checkbox empty, the specification will be created for single wall construction standards. Choose OK. The Select Pressure Spec window opens. Specification Schedules 84 - AutoBid SheetMetal Project Data

85 4. In the Select Pressure Spec window, highlight the pressure specification you wish to use in the Available pane. Use the right arrow to move the highlighted spec into the Current Specs pane. Click OK to save the new schedule and return to the Specification Schedules window. 5. Modify information in the fields as needed for the new specification. Refer to Edit Specification Schedule 86 for instructions. Specification Schedules AutoBid SheetMetal Project Data - 85

86 Edit/Delete Quick Steps: Project Data / Specification Schedule 80 Edit Specification Schedule From time-to-time, you may find it necessary to edit a Specification Schedule to meet your project requirements. Trimble recommends that you duplicate 83 an existing specification and then edit the duplicated schedule. This preserves the existing schedule for availability at a later time. Quick Steps: Specification Schedule 80 / Trimble recommends that you define default information for Specification Schedules before you begin TakeOff. Editing Specification Schedules prior to entering TakeOff saves time and helps eliminate errors. 1. In the Specification Schedules window, highlight the specification schedule you want to edit. 2. If necessary, click Set Valid Pressures to add pressures to the schedule. 3. In the Select Pressure Spec window, highlight the pressure(s) you want to add. Tip - If the pressure you want is not in the list, more pressures can be added in Global Data Administrator under Company Settings / Pressures. Click to move the pressure to Current Specs pane. If you move a pressure setting to Current Specs in error, click on the pressure setting you Specification Schedules 86 - AutoBid SheetMetal Project Data

87 do not want, choose Click OK when you are done.. The pressure setting will be moved back to Available pane. 4. Spin-in item This field determines the default Spin-In that is used in Reports when a generic spin-in is entered in TakeOff. Completing this field allows you to use the default Spin-in for TakeOff, rather than having to choose one for each TakeOff. Caution - You can also specify Spin-In data in the Systems 103 module. If you specify thee in both Specification Schedules and Systems, the Systems setting takes precedence. 4. Complete the information on each of the applicable tabs in the Specification Schedules window. Rectangular Round Oval Flex Duct When you have completed this portion of the edit, proceed to editing data for the individual pressure classes. For procedures, click on the links below. Pressure Classes 96 Delete Specification Schedule Quick Steps: Specification Schedule 80 / You can delete Specification Schedules in the AutoBid SheetMetal software if you do need or do not plan to use them. However, deleting a Specification Schedule removes all data for that schedule from the database. If you delete a Specification Schedule in error, you will have to import it again from the AAA Default job or recreate it in its entirety. Caution - Before you delete a Specification Schedule be absolutely certain that you will no longer require its use on the project. Note: If it is being used in TakeOff, the delete option is not available. 1. In the Specification Schedule window, click the schedule you want to delete. It is highlighted. 2. Click. 3. Click Yes if you are sure this is the Specification Schedule you want to delete. Specification Schedules AutoBid SheetMetal Project Data - 87

88 Rectangular Duct Each tab in the Specification Schedule window contains data specific to duct types. Complete the data on this tab as it relates to Rectangular duct. Quick Steps: Specification Schedules 80 / Rectangular 1. In the left pane of the Specification Schedules window, click on the schedule you want to work with and then click the Rectangular tab. 2. Select the following items from the provided lists: Hanger schedule Flex connector Turning vane 3. In the Connector Reinforcement pane, complete the following fields: Labor reinforcement Choose how reinforcement will be labored. Make into frames when applicable Select this checkbox, if appropriate for your reinforcements. Use the max dimension s reinforcement for frames Specification Schedules 88 - AutoBid SheetMetal Project Data

89 If you selected the Make into frames checkbox, this checkbox becomes active. Click this checkbox if you want maximum dimension of the duct to determine what size reinforcing angles to use for a frame. 4. In the Intermediate Reinforcement pane, complete the following: Labor reinforcement Choose how reinforcement will be labored. Make into frames when applicable Select this checkbox, if appropriate for your reinforcements. Use the max dimension s reinforcement for frames If you selected the Make into frames checkbox, this checkbox becomes active. Click this checkbox if you want maximum dimension of the duct to determine what size reinforcing angles to use for a frame. 5. Rectangular duct and fittings can be sent out to the job site either assembled or "Knocked Down" (KD). When shipped KD, they must be assembled on the job site. Because the KD duct and fittings are not assembled in the shop, the shop labor may need to be adjusted down. Likewise, because the KD duct and fittings require assembly in the field, the field labor may need to be adjusted up. Knock Down labor is defined in the Global Data Administrator under Labor Standards / Knock Down Labor Adjustment. In the Knock Down pane, select the appropriate radio button. Duct Duct to specifies that duct arrives at the job site unassembled. Duct and fittings Duct and fittings specifies that duct and fittings arrives at the job site unassembled. Neither Neither specifies that duct and fittings arrive at the job site assembled. 6. In the Sealer pane, select the appropriate options from the provided lists. Longitudinal Transverse Complete the data on the remaining duct tabs to assign settings to the schedule. Specification Schedules AutoBid SheetMetal Project Data - 89

90 Round/Oval Duct Each tab in the Specification Schedule window contains data specific to duct types. Complete the data on this tab as it relates to Round and Oval duct. Quick Steps: Specification Schedules 80 / Round Specification Schedules 80 / Oval 1. In the left pane of the Specification Schedules window, click on the schedule you want to work with and then click the Round or Oval tab. 2. Select the following items from the provided lists: Hanger schedule Flex connector Specification Schedules 90 - AutoBid SheetMetal Project Data

91 3. In the Sealer pane, select the appropriate options from the provided lists. Longitudinal Transverse 4. In the Intermediate Reinforcement pane, select the appropriate Labor reinforcement (how reinforcement will be labored) from the list. Complete the data on the remaining duct tabs to assign settings to the schedule. Specification Schedules AutoBid SheetMetal Project Data - 91

92 Flex Duct Each tab in the Specification Schedule window contains data specific to duct types. Complete the data on this tab as it relates to Flex Duct. Quick Steps: Specification Schedules 80 / Flex Duct 1. In the left pane of the Specification Schedules window, click on the schedule you want to work with and then click the Flex Duct tab. 2. Click next to the Flex duct item field to open the Library Item Selector 94 window. Locate the item you want to add to the schedule. 3. Select the appropriate item for the following from the provided lists: Hanger schedule Connector 4. In the Options pane, enter values in the following fields: Maximum installed length Enter the Maximum installed length (in inches) of flex duct to be installed on this project. This is used to calculate the number of connectors, as well as to calculate labor if being done by the piece. Specification Schedules 92 - AutoBid SheetMetal Project Data

93 Percent waste for flex duct Enter the percentage of flex duct you estimate will be wasted. Complete the data on the remaining duct tabs to assign settings to the schedule. Specification Schedules AutoBid SheetMetal Project Data - 93

94 Library Item Selector The graphic below illustrates the Library Item Selector for Connector Items. Other Library Item Selector windows are similar. To select a library item in the Library Item Selector window, proceed as follows. 1. Expand the library tree by clicking on the next to the desired Library Category. Specification Schedules 94 - AutoBid SheetMetal Project Data

95 2. Expand the item you want until all details for the item are displayed. 3. Highlight the size or item you want by clicking on it and then click Select. The item you selected displays in the field. Specification Schedules AutoBid SheetMetal Project Data - 95

96 Pressure Classes Complete data for each pressure class under the Specification Schedule. If the pressure class does not exist in your schedule, you can add more to your specification by clicking the Set Valid Pressures button. Tip - This topic covers pressure class items for all duct shapes. If an item is specific to only a certain shape, it is noted above the item(s) procedure. Quick Steps: Specification Schedules In the left pane of the Specification Schedules window, click on the schedule you want to work with 2. Click on the to view the assigned pressures and then click on the pressure you want to modify/define. 3. From the list, select the appropriate Construction Standard. Construction Standards are created in the Global Data Administrator under Ductwork. Construction Standards-Rectangular Construction Standards-Round Construction Standards-Oval Tip - Only those Construction Standards that match the Material type of the Specification Specification Schedules 96 - AutoBid SheetMetal Project Data

97 Schedule are displayed.\ 4. Round only: If desired, select an Alt. Duct Construction Std. from the list. 5. Choose one of the following options in the Duct pane. Fabricate all duct Purchase all duct Get quotes for all duct. Rectangular Depending on your selections in step 5, the fields in the For Duct pane require selection. If you chose Purchase all duct, select the following applicable checkboxes. Purchase connectors and reinforcing Purchase intermediate reinforcing If you chose Get quotes for all duct, select the following applicable checkboxes: Quote connectors and reinforcing Quote intermediate reinforcing Round/Oval Depending on your selections in step 5, the fields in the For Duct pane require selection. If you chose Purchase all duct, select the following applicable checkboxes. Purchase connectors Purchase intermediate reinforcing If you chose Get quotes for all duct, select the following applicable checkboxes: Quote connectors Quote intermediate reinforcing 6. Choose one of the following options under Fittings. Fabricate all fittings Purchase all fittings Get quotes for all fittings Round only: Some fittings are purchased Rectangular/Oval Depending on your selections in step 6, the fields in the For fittings pane require selection. If you chose Purchase all fittings, select the Purchase Connectors and Reinforcing checkbox, if applicable. If you chose Get quotes for all fittings, select the Quote connectors and reinforcing checkbox, if applicable. Specification Schedules AutoBid SheetMetal Project Data - 97

98 Round Depending on your selections in step 6, the fields in the For fittings pane require selection. If you chose Purchase all fittings, select the Purchase Connectors and Reinforcing checkbox, if applicable. If you chose Get quotes for all fittings, select the Quote connectors and reinforcing checkbox, if applicable. If you chose Some fittings are purchased, enter values in the following fields: Purchase elbows through (inches) Purchase tees through (inches) Purchase reducers through (inches Tip - If you choose to purchase or quote connectors or reinforcing, all labor for these items is ignored. 7. Rectangular only: Short Pieces This option determines how the AutoBid SheetMetal software handles pricing and labor for rectangular short pieces. If desired, you can choose short pieces to follow rectangular duct or fitting settings in the Specification Schedule. The options displayed are dependent upon the settings you selected under the Duct and Fittings options; for example, when you select Fabricate all duct and choose Purchase all fittings, you can set the Short Pieces to Fabricate with duct or Purchase with fittings. Short piece labor is based on data entered in the Global Data Administrator under Ductwork in the Construction Standards-Rectangular settings options. Pricing is based on material costs for fabrication or purchase price for short pieces. Duct Setting Fabricate all duct Purchase all duct Get quotes for all duct Short Pieces Available Setting Fabricate with duct Purchase with duct Quote with duct Fitting Setting Fabricate all fittings Purchase all fittings Get quotes for all fittings Short Pieces Available Setting Fabricate with fitting Purchase with fittings Quote with fittings Duct Reinforcing Options Specification Schedules 98 - AutoBid SheetMetal Project Data

99 If you want to include Duct Intermediate Reinforcing, choose this checkbox. When this option is selected, the AutoBid SheetMetal software will create a frame for intermediate reinforcing with the spacing of an angle iron side. If both sizes have angle or neither size has angle, this setting is ignored. An angle frame (angle all the way around) will always be used if a smaller size does not have any reinforcing 8. After you have all parameters set for any given shape/pressure, you can click the Set other pressures to match these purchases/fabricate/quote settings for this shape. This will copy the data to all other pressures within the shape you are working with. Specification Schedules AutoBid SheetMetal Project Data - 99

100 Pressure Specification Quick Steps: Specification Schedules 1. In the Select Pressure Spec window, highlight the pressure(s) you want to add. 80 Tip - If the pressure you want is not in the list, more pressures can be added in Global Data Administrator under Company Settings / Pressures. 2. Click to move the pressure to Current Specs pane. If you move a pressure setting to Current Specs in error, click on the pressure setting you do not want, choose. The pressure setting will be moved back to Available pane. Click OK when you are done. Specification Schedules AutoBid SheetMetal Project Data

101 Notes 1. You can add written notes by clicking. 2. Type in your note. 3. Choose the button to close the window. To review existing text notes, click on the this command. button. You can review notes or add more notes using Specification Schedules AutoBid SheetMetal Project Data - 101

102 102 - AutoBid SheetMetal Project Data

103 C H A P T E R 6 Systems The Systems module in the AutoBid SheetMetal software contains information about the type of system(s) you will use in your project; for example, you might use several different systems, such as Supply Air, Exhaust Air, and Return Air on any given project. This information is determined in the AutoBid SheetMetal software during TakeOff. The data contained in the Systems module allows TakeOff to determine the duct requirements for your project. This information is also used when calculations are processed and reports are produced. Quick Steps: Bid Administrator / Project Data / Systems The Systems defined within a project affect only that project. Because projects can be similar, you can easily copy systems from one project to another. If modifications are required, these can be made without impacting the project you copied the systems from. This eliminates the need to completely create new systems for each project. When a system is created, you assign defaults that will be used in TakeOff. These include a default Specification Schedule and other options such as liner, insulation and treatment. Default System selections can be modified in TakeOff if necessary. Systems AutoBid SheetMetal Project Data - 103

104 Systems Window You can add or edit information in the Systems window. You also have the option of using the Duplicate feature to create a new system by duplicating data from existing data. Once the existing system has been duplicated, the data can be modified to meet your company's requirements. This method of adding a system leaves the default schedules included with Auto Bid SheetMetal intact. Quick Steps: Bid Administrator / Project Data / Systems Open Systems On the Project Data tab in the Bid Administrator main window, click Systems. The Systems window includes a menu, a toolbar, and a list of the Systems included in the project. Note: Systems are added to your project at the time it is created. You can also add schedules later through the Project Setup 60 procedure. Systems Toolbar The toolbar provides easy access to commonly used commands. Most toolbar commands can also be found under the Edit menu. Procedures for working in the Systems window are included on the following pages. Systems AutoBid SheetMetal Project Data

105 Add/Duplicate Trimble highly recommends that you duplicate and then modify the resulting System rather than adding a new one in its entirety. This topic includes instructions for both procedures. Quick Steps: Project Data / Systems 104 Add System Trimble recommends that you define default information for Systems before you begin TakeOff. Editing Specification Schedules prior to entering TakeOff saves time and helps eliminate errors. Quick Steps: Systems 104 / Tip - Trimble highly recommends that you duplicate 107 and then modify the resulting System rather than adding a new one in its entirety. 1. In the Systems window, click on the toolbar. The New System window opens. 2. Enter the name of the new system and then click OK. 3. In the Systems window / Properties pane, complete the following data/ Increase dimension for rectangular liner Click this checkbox to allow for the thickness of a liner. If checkbox is empty, no liner allowance is added. Ignore insulation when rectangular is lined. If you have chosen to line the duct, selecting this checkbox causes the AutoBid SheetMetal software to ignore insulation. Pressure Test Enter the percentage of ductwork to be pressure tested for this project. This data is used when the specifications require leak testing. This test is calculated based on your settings under Project Setup 62. Spin-in item This field determines the default Spin-In that is used in Reports when a generic spin-in is entered in TakeOff. Completing this field allows you to use the default Spin-in for TakeOff, rather than having to choose one for each TakeOff. Systems AutoBid SheetMetal Project Data - 105

106 Caution - You can also specify Spin-In data in the Specification Schedules 80 module. If you specify these in both Specification Schedules and Systems, the Systems setting takes precedence. 4. In the Automatic fitting generation defaults pane, choose the appropriate defaults for Rectangular, Round and/or Oval duct from the lists. You can also click next to each shape to open the default window for the selected duct shape. Note: This item pertains to Graphical View and On-Screen View TakeOff. 5. In the Defaults pane, complete the following data fields to enter default settings. Spec Schedule Select a Specification Schedule 80 from the list. You can open and review the selected Specification Schedule by clicking next to the field. The Specification Schedule selected is the default that will be used when the System is selected in TakeOff. If necessary, you can choose a different schedule while in TakeOff. Pressure Select a Pressure class from the list. The pressure classes available are assigned at the Specification Schedule 96 level. Hangers You can set a Hanger default for a specific system. When this is set, the hanger setting is selected based on the default whenever you change systems in TakeOff. For certain systems, hangers are never used (for example, an underground system). You can turn off hangers permanently for these system types. You also have the option to select <Follow TakeOff/. When this option is selected, the AutoBid SheetMetal software following the setting from the previous line in TakeOff. GTO/OSV Color Graphical View and On-Screen View Tak eoff Only During a Graphical View or On-Screen View TakeOff, a colored line is generated. You can view the entire drawing, including all Systems in the drawing. Using different colors for each System allows you to differentiate the various Systems by line color. This simplifies System identification and verification during TakeOff. Click to display the Color palette. Select a system color from the palette. Click OK to save your color setting for this system. Rectangular Liner Select a liner definition from the list. When you select a default liner under a specific system, and take off rectangular duct under that system, the liner is included when you process calculations. Insulation From the list, select the type of Insulation. This setting applies to exterior duct wrap applications only. Systems AutoBid SheetMetal Project Data

107 Inner Treatment From the list, select the type of inner duct treatment. Outer Treatment Choose the type of outer duct treatment from the list. 6. When you have finished all edits in the Systems window, click in the upper right corner of the Systems window to return to the Bid Administrator main window. System settings will be automatically saved. Duplicate System Quick Steps: Systems 104 / The AutoBid SheetMetal software includes a number of the systems you need. If you need to create additional systems, the best way to is to duplicate existing systems. You can then make modifications to the duplicated systems to fit your project or company requirements. Using this functionality provides you with an easy way to create new systems without having to re-enter all of the information. 1. In the left pane of the Systems window, click on the system you want to duplicate. 2. Click on the toolbar. The Duplicate Current System window opens. 3. Enter the Name of the new system and then click OK. 4. Modify data 108 as needed in the System window to meet your project requirements. Systems AutoBid SheetMetal Project Data - 107

108 Edit/Delete Quick Steps: Project Data / Systems 104 Edit System From time-to-time, you may find it necessary to edit a System to meet your project requirements. Trimble recommends that you duplicate 107 an existing system and then edit the duplicated one. This preserves the existing system for availability at a later time. Quick Steps: Systems 104 Trimble recommends that you define default information for Systems before you begin TakeOff. Editing Specification Schedules prior to entering TakeOff saves time and helps eliminate errors. Click this checkbox to allow for the thickness of a liner. If checkbox is empty, no liner allowance is added. Ignore insulation when rectangular is lined. If you have chosen to line the duct, selecting this checkbox causes the AutoBid SheetMetal software to ignore insulation. Pressure Test Enter the percentage of ductwork to be pressure tested for this project. This data is used when the specifications require leak testing. This test is calculated based on your settings under Project Setup 62. Spin-in item This field determines the default Spin-In that is used in Reports when a generic spin-in is entered in TakeOff. Completing this field allows you to use the default Spin-in for TakeOff, rather than having to choose one for each TakeOff. Caution - You can also specify Spin-In data in the Specification Schedules 80 module. If you specify these in both Specification Schedules and Systems, the Systems setting takes precedence. 4. In the Automatic fitting generation defaults pane, choose the appropriate defaults for Rectangular, Round and/or Oval duct from the lists. You can also click next to each shape to open the default window for the selected duct shape. Note: This item pertains to Graphical View and On-Screen View TakeOff. 5. In the Defaults pane, complete the following data fields to enter default settings. Spec Schedule Select a Specification Schedule 80 from the list. You can open and review the selected Specification Schedule by clicking next to the field. The Specification Schedule selected is the default that will be used when the System is selected in TakeOff. If necessary, you can choose a different schedule while in TakeOff. Pressure Systems AutoBid SheetMetal Project Data

109 Select a Pressure class from the list. The pressure classes available are assigned at the Specification Schedule 96 level. Hangers You can set a Hanger default for a specific system. When this is set, the hanger setting is selected based on the default whenever you change systems in TakeOff. For certain systems, hangers are never used (for example, an underground system). You can turn off hangers permanently for these system types. You also have the option to select <Follow TakeOff/. When this option is selected, the AutoBid SheetMetal software following the setting from the previous line in TakeOff. GTO/OSV Color Graphical View and On-Screen View Tak eoff Only During a Graphical View or On-Screen View TakeOff, a colored line is generated. You can view the entire drawing, including all Systems in the drawing. Using different colors for each System allows you to differentiate the various Systems by line color. This simplifies System identification and verification during TakeOff. Click to display the Color palette. Select a system color from the palette. Click OK to save your color setting for this system. Rectangular Liner Select a liner definition from the list. When you select a default liner under a specific system, and take off rectangular duct under that system, the liner is included when you process calculations. Insulation From the list, select the type of Insulation. This setting applies to exterior duct wrap applications only. Inner Treatment From the list, select the type of inner duct treatment. Outer Treatment Choose the type of outer duct treatment from the list. 6. When you have finished all edits in the Systems window, click in the upper right corner of the Systems window to return to the Bid Administrator main window. Your changes to Systems will be automatically saved. Delete Quick Steps: Systems 104 / You can delete Systems in the AutoBid SheetMetal software if no longer needed or you do not plan to use them in the future; however, deleting a System removes all data for that system from the database. Systems AutoBid SheetMetal Project Data - 109

110 Caution - Before you delete a System be absolutely certain that you will no longer require its use on the project. If it is being used in TakeOff, the delete option is not available. 1. In the Systems window, click on the system and then click. 2. Click Yes in the confirmation message. Systems AutoBid SheetMetal Project Data

111 C H A P T E R 7 Symbol Schedule Symbols are shortcuts to enter groups of equipment, miscellaneous items and accessories that are to be used together on a given project, such as fire dampers or system equipment. Using Symbols improves the speed of TakeOff. A single Symbol can rep resent many individual components used in tandem. When the Symbol is taken off, the individual components are included. The Symbol Schedule allows you to quickly create Symbols without making permanent entries in the library database. Quick Steps: Bid Administrator / Project Data / Symbol Schedule Symbol Schedules can be imported from other projects and modified to fit the requirements of any job. Because most projects require different sets of equipment and accessories, Symbols are bid specific. They can only be taken off in the current bid and any prices entered will only impact that bid. The AutoBid SheetMetal software includes a default set of Symbol Schedules. You can use these "as is," modify them to meet your company standards, or create a set of your own. Symbol Schedules The Symbol Schedule is a list that represents specific sets of equipment and accessories included in the AutoBid SheetMetal software libraries. Each set is handled as a unit. The unit is referred to as a Symbol. You can also create a Symbol Schedule for plug items and accessories if you choose not to use a library item. Library Symbols The items included in the Symbol are taken directly from the libraries created in the Global Data Administrator. Library Symbols use associated library items and sizes. When you link a Symbol to a library item, you are also attaching the quantity type, pricing, and labor values for that item. Plug Symbols Plug Symbols do not use library items and sizes. Instead, you "plug-in" a description, cost and quantity. You might use a plug item if you do not want the price and labor tables associated with a matching library item used in reports. This allows you to do a quick TakeOff using non-specific items. The specific items can be inserted at report time. For example, to take off an Air Handler you can choose the Symbol AHU-1. AHU-1 in the Symbol Schedule can be a plug item with a description of 50 tons, a price, labor values and wage rates. At final report time, you can enter the exact cost quoted by your vendor. You can also change the labor and wage values at that time. Accessory Symbols Accessory Symbols are items that are taken off with Library or Plug Symbols, such as filters Symbol Schedule AutoBid SheetMetal Project Data - 111

112 and drain pans. Accessories can be categorized as either Library or Plug. Symbols created with Library Items automatically report with similar items. Caution - All related Symbol Schedule information should be added prior to running calculations. Otherwise, you will be required to make the modifications in Rapid Reports or the Quote Manager. Symbol Schedule AutoBid SheetMetal Project Data

113 Symbol Schedule Window You can add or edit information in the Symbol Schedules. You also have the option of using the Duplicate feature to create a new schedule by duplicating data from existing data. Once the existing schedule has been duplicated, the data can be modified to meet your company's requirements. This method of adding a symbol schedule leaves the default schedules included with Auto Bid SheetMetal intact. Quick Steps: Bid Administrator / Project Data / Symbol Schedules Symbol Schedules Window On the Project Data tab in the Bid Administrator main window, click Symbol Schedules. The Symbol Schedule window includes a menu, a toolbar, and a list of the Systems included in the project. Note: Symbol Schedules are added to your project at the time it is created. You can also add schedules later through the Project Setup 60 procedure. Symbol Schedule AutoBid SheetMetal Project Data - 113

114 Symbol Schedules Toolbar The toolbar provides easy access to commonly used commands. Most toolbar commands can also be found under the Edit menu. Procedures for working in the Symbol Schedules window are included on the following pages.you can also quickly add Symbols using the Quick Add Symbols 127 feature. Symbol Schedule AutoBid SheetMetal Project Data

115 Add/Duplicate Trimble highly recommends that you duplicate and then modify the resulting System rather than adding a new one in its entirety. This topic includes instructions for both procedures. Quick Steps: Project Data / Symbol Schedule 111 Add Symbol Schedule Quick Steps: Symbol Schedule 113 / Tip - If no Symbols have been created in your system, your window will appear without tabs. Once a Symbol has been created or imported, the Symbol Details, Accessories, and Labor tabs display. The procedure for creating a new Symbol remains the same regardless of how the Symbol Schedule window appears. 1. On the left side of the Symbol Schedule window, click on the Report Category you want to add a Symbol to. 2. Click on the toolbar. The New Symbol window opens. 3. Complete the following fields. Symbol Enter the Symbol name. Shape Choose a Shape from the list. The shape you select determines the library items available Symbol Schedule AutoBid SheetMetal Project Data - 115

116 for this symbol. 4. In the Optional pane, complete the following fields. These fields are not required; however, if completed will provide you with more information when selecting the symbol. Description Enter a description. Trimble recommends that you use a Symbol description that matches the Symbol on your blueprint. The TakeOff Audit Trail will then resemble your Blueprint. Menu ID From the list, select a Menu ID. Information in the Menu ID list is created in AutoBid SheetMetal Global Data Administrator under Company Settings / Symbol Menu IDs. Tip - Symbol Menu IDs can be used in the MouseMenu, MobileMenu and TouchMenu. Menu IDs can be linked to one or more Symbols. You can apply the same Menu ID to more than one Symbol. If more than one Symbol is assigned to a Menu ID, the list of Symbols will display. The desired Symbol must then be selected from the list. Note: If there is only one Symbol linked to the Menu ID, the software automatically takes the Symbol off. 2. Click Next. The second New Symbol screen displays. 3. Click on the appropriate radio button in this screen. Main Library Item If there is a main library item associated with the symbol, click next to the field. Select the item in the Library Item Selector 94 window. You can select an item category or drill down to a sized item under the category. All data associated with the item will be included in your symbol, including price and labor. Reports With If there is no main library item associated with the symbol, you can select where you want the symbol to appear in reports. When you select this option, you also have the option of entering a Symbol Price for the item.+ Symbol Schedule AutoBid SheetMetal Project Data

117 Symbol Price If you do not enter a Symbol Price, a price will not be associated with the new symbol. Note: The Reports With option is not associated with any Library Item. You must set up the labor on the Labor tab in the Symbol Schedule window. 4. Click Finish when you are done. Sized Items If you selected a sized item when creating the new symbol, the Import Main Library Items Labor window opens. 1. Select a labor book from the list. 2. Click OK. The Symbol Schedule window contains three tabs that must be completed. Click on the links below for more details. Symbol Details Accessories Labor Duplicate Symbol Schedule Quick Steps: Symbol Schedule If you need to create additional Symbol Schedules, the easiest way is to duplicate an existing schedule. You can then make modifications to the duplicated schedule to meet your project/ company requirements. Using this functionality provides you with an easy way to create new Symbol Schedules without having to re-enter all of the information. 1. Click on the Symbol Schedule you want to duplicate. Make sure that you have completed all of the fields necessary before duplicating. 2. Click on the toolbar. The Duplicate Symbol [Name] window displays. Symbol Schedule AutoBid SheetMetal Project Data - 117

118 3. Enter the Symbol Name and then click OK. 4. Verify and Edit 119 the data as needed for the new Symbol. Click on the following links for instructions to complete or modify data on each of the tabs. Symbol Details Accessories Labor Symbol Schedule AutoBid SheetMetal Project Data

119 Edit/Delete Quick Steps: Project Data / Symbol Schedule 111 Edit Symbol Schedule From time-to-time, you may find it necessary to edit a Symbol Schedule to meet your project requirements. Trimble recommends that you duplicate 107 an existing system and then edit the duplicated one. This preserves the existing system for availability at a later time. Quick Steps: Symbol Schedule In the Symbol Schedule window, click on the schedule you want to edit. 2. Edit the data necessary on all tabs. Symbol Details Accessories Labor Delete Symbol Schedule There are two methods you can use to delete Symbols from the Symbol Schedule, individual and multiple. Deleting an individual Symbol Schedule is useful if you only need to delete one schedule. Using the Multiple Delete option is useful if you have merged the Symbol Schedule from an existing project to the current project. You can quickly remove schedules that are not needed in the current project Tip - If the schedule is being used in TakeOff, the delete option is not available. Delete Schedule Individually Quick Steps: Symbol Schedule 113 / 1. Click on the Symbol you want to delete. 2. Click on the toolbar. 3. Click Yes in the confirmation dialog. Delete Multiple Schedules Quick Steps: Symbol Schedule In the Symbol Schedules window, choose Edit / Multiple Delete. The Multiple Delete window opens. Symbol Schedule AutoBid SheetMetal Project Data - 119

120 2. Under the Symbols to Keep pane, click on the Symbols you want to delete. To select multiple Symbols, hold your CTRL key down while making the selections. 3. Click to move the Symbols to the Symbols to DELETE pane. 4. Review the Symbols listed the Symbols to Delete pane carefully. If you move a Symbol to Symbols to DELETE pane in error, click on the Symbol and then click Symbol(s) will be moved back to the Symbols to Keep pane.. The selected Caution - Using the Multiple Delete command does not provide confirmation prior to deletion of the Symbols selected. It is very important that you review the Symbols you move to the Symbols to DELETE column. Make any adjustments before you complete the deletion. 5. If you are sure you want to delete the Symbols selected, click OK. Symbol Schedule AutoBid SheetMetal Project Data

121 Symbol Details The Symbol Details tab allows you to define basic information about your symbol, for example, how TakeOff treats the symbol, connection factors, and so on. Quick Steps: Symbol Schedule 1. In the Symbol Schedule window, click the Symbol Details tab In the left pane of the window, click on the Symbol you want to work with. 3. Complete the following fields as necessary. Menu ID If not selected at the time of setup or the field is blank, select a Menu ID from the list. Data in the Menu ID list is created in AutoBid SheetMetal Global Data Administrator under Company Settings / Symbol Menu ID. If the ID you want to use is not in the list, you can create additional IDs by clicking next to the field. Description If not entered at the time the schedule was created or the field is blank, enter a description. Trimble recommends that you use a Symbol description that matches the Symbol on your blueprint. The TakeOff Audit Trail will then resemble your Blueprint. Main Library Item Symbol Schedule AutoBid SheetMetal Project Data - 121

122 If you want to change the Main Library Item the symbol is associated with, click choose an item in the Library Item Selector 94 window. and Reports With This field is automatically populated based on the Main Library Item selected. If you want to change where the item reports, click Selector 94 window. and select a different category in the Library Item 4. If the symbol breaks a run of duct in TakeOff, click the Breaks a run checkbox. Typically, only Symbols items that are used on the outside of the duct will break a run. 5. Choose the appropriate option in the Correction Factors pane: symbol is NOT affected by ANY correction factor symbol is affected by ALL correction factors symbol is affected by ALL correction factors EXCEPT for elevation 6. For items that require pricing, enter a Symbol Price in the field provided. Keep in mind that if the symbol has accessories 123, this price is added to the price of the accessory when reports are created. 7. Click on the Accessories 123 or the Labor 125 tab. OR Click if you are done adding Symbol Schedule data. Symbol Schedule AutoBid SheetMetal Project Data

123 Accessories Symbols can have up to four accessories; for example, you can include filters, Control Pack #1, Drain Pan, and Curb with one Symbol called AH-1. When AH-1 is taken off, the accessories are included in the reports. Accessories can also report their own price and labor values. Quick Steps: Symbol Schedule In the Symbol Schedule window, click the Accessories tab. 2. In the left pane of the window, click on the Symbol you want to work with. Accessories/Accessories that will size to duct 1. To add Accessories and/or Accessories that will size to duct to the Symbol Schedule, click next to each field based on the number of accessories you want to add. The Library Item Selector 94 window opens. 2. Adjust the QTY field to reflect the appropriate number of items for this accessory. If you do not enter a quantity, the AutoBid SheetMetal software defaults to "1." Symbol Schedule AutoBid SheetMetal Project Data - 123

124 Plug Accessories Add Plug Accessories 1. While on the Accessories tab, choose Edit / Add Plug Accessory. The Enter the New Plug Name window opens. 2. Enter the Name of the new Plug Accessory. Note: This is the name that will be used in reports. Click OK. 3. Enter the Price of the Plug Accessory. 4. Enter the Quantity of the Plug Accessory Tip - When you enter a number in the QTY or Quantity fields, the number is multiplied by the quantity entered in TakeOff. For example, if you enter "2" in the field, and you take off a quantity of 3 Symbols in TakeOff, the total number of accessories will be reported as "6". Delete Plug Accessories 1. Click on the appropriate Plug Accessory 2. Choose Edit / Delete Plug Accessory. 3. Click Yes in the confirmation dialog. Symbol Schedule AutoBid SheetMetal Project Data

125 Labor The Symbol Labor worksheet allows you to modify the labor data for all Symbols in a worksheet format. Quick Steps: Symbol Schedule 113 For the selected symbol, click on the Labor tab. Keep in mind that based on the setup of the Symbol, you may not be required to define symbol labor. The labor tab contains a statement regarding how labor is calculated. 1. In the Symbol Schedule window, choose Tools / Labor Worksheet. The Symbol Labor Worksheet window opens. 2. Click on the data field to highlight the labor hours you want to edit. 3. Enter the desired labor hours. 4. Continue to edit each applicable symbol and labor category. 5. Click when you are done. Symbol Schedule AutoBid SheetMetal Project Data - 125

126 Scope Names/Symbols You can quickly create Scope Names from Symbols. This data passes to the SysSymbol 147 or Zone 144 modules, depending on your selection in the window. This will save you time by automatically passing the Symbol name to the scope rather than having to retype the data. This feature also cuts down on data entry errors. Quick Steps: Symbol Schedule 113 / Tools / Create Scope Names From Symbols 1. In the Set Scope Names From Symbols window, expand the Symbol Report Category by clicking. 2. Select the checkbox next to each Symbol you to set as a Scope name. OR If you want to select all under a Report Category, click the checkbox next to the category. 3. When all are selected, click OK. The selected Symbols are copied to SysSymbol 147 or Zone 144 in Scopes. Symbol Schedule AutoBid SheetMetal Project Data

127 Quick Add Symbols You can quickly add equipment symbols from your drawing and complete the schedule data at a later date. You can do this in the Symbol Schedule window or while per forming your TakeOff. Quick Steps: Symbol Schedule 113 / Edit 1. In the Symbol Schedule window, choose Edit / Quick Add Equipment Symbol. The Add Equipment Symbol window opens. 2. Enter the name of the equipment symbol and then click Add. 3. If you have additional equipment symbols to add, repeat step 2 until you are done. 4. When you are done adding equipment symbols, click Close. The Symbols have been added to the Symbol list and can be used in your TakeOff. Prior to running reports, you must complete the Symbol Schedule 113 information for all tabs. Symbol Schedule AutoBid SheetMetal Project Data - 127

128 128 - AutoBid SheetMetal Project Data

129 C H A P T E R 8 Alternates The AutoBid SheetMetal software contains two types of alternate bids that can be set up during TakeOff, Additive and Deductive. Reports can be produced for each type of alternative bid. While it is not necessary to use the Alternate bid feature, it will save you time. You have to process only one TakeOff. You can then run reports on each type of alternate bid. Quick Steps: Project Data / Alternates Alternates Window Menus/Toolbars The Alternate Bids window contains various menus and a toolbar. All items on the toolbar are available under the menus. Using the toolbar provides quick access commonly used commands. Procedures for working in the Alternate Bids window are included on the following pages. Alternates AutoBid SheetMetal Project Data - 129

130 Add/Edit/Delete This topic covers adding and deleting Alternate Bids in the AutoBid SheetMetal software. Add Alternative Bid 1. Click on the toolbar. The New Alternate Scope window opens. 2. Enter the Alternative bid Name and then click OK. 3. In the Alternatives Bids window, highlight the new alternative bid and choose one of the following type of Alternate Bid: Additive Additive bids are not included in the base bid report. A separate bid report must be produced for Additive bids. Deductive Deductive bids are included in the base bid report. 5. When the information is complete in the Alternative Bids window, click to close the Alternates AutoBid SheetMetal Project Data

131 window. Alternates AutoBid SheetMetal Project Data - 131

132 Edit Alternate Bid 1. Click on the alternate. 2. Modify the Name and/or Type as required. Tip - When the name of the Alternate Bid is modified, it is changed everywhere in the AutoBid SheetMetal software. 3. Click when you are done. Delete Alternate Bid Tip - Alternates used in TakeOff cannot be deleted. 1. In the Alternate Bids window, highlight the bid you want to delete. 2. Click on the toolbar. 3. Click Yes in the confirmation dialog. 4. When you are done, click. Alternates AutoBid SheetMetal Project Data

133 C H A P T E R 9 Scopes Quick Steps: Project Data / Drawings Project Data / Floors Project Data / Zone 144 * Project Data / SysSymbol 147 * Project Data / Alternates 129 *These labels are the AutoBid SheetMetal software defaults. Because these labels can be customized, you may have named these differently. You do not have to use scope functionality if you do not want to; however, there are definite advantages to using them. Provides you with selection lists for easy access and quick modifications during Take Off Provides default information used during TakeOff Reports can be run by the Scopes for Project Management tracking Custom Labels The AutoBid SheetMetal software uses Zone and SysSymbol defaults on two labels that can be customized. If you prefer to use different labels, you can change these in the Global Data Administrator under Company Settings / General Company Settings / General tab. All references in help refer to these labels using the defaults. Alternate Bids 129 Alternate Bids can also be defined as a type of scope. This functionality makes this process much easier because you do not have to totally recreate the TakeOff to calculate an alternative bid. Types of Alternate Bids The AutoBid SheetMetal software has two types of alternate bids you can set up for use during TakeOff. Additive Deductive Additive bids are not included in the base bid report. A separate bid report must be produced for Additive bids. Deductive bids are included in the base bid report. Scopes AutoBid SheetMetal Project Data - 133

134 Drawings Your drawings for the project can be entered in the AutoBid SheetMetal software. Entering the drawings is not required; however, using this functionality will save you time in TakeOff by providing a list from which to choose a drawing. The drawing also has a default scale. This helps eliminate input errors in the TakeOff process. Quick Steps: Project Data / Drawings Drawing Window Menus/Toolbars The Drawings window contains various menus and a toolbar. All items on the toolbar are available under the menus. Using the toolbar provides quick access commonly used commands. Procedures for working in the Drawings window are included on the following pages. Scopes AutoBid SheetMetal Project Data

135 Add/Edit/Delete This topic covers adding, editing and deleting drawings. You can also add multiple drawings to your project for use in On-Screen TakeOff. Refer to the Multiple Drawings 137 topic for instructions. Quick Steps: Drawings 134 Add Drawing 1. In the Drawing, click on the toolbar. The New Drawing window opens. Tip - The name of your drawing can be anything you want to use. If using a plan drawing, you might want to enter the name of that drawing for organizational purposes. 2. Enter the Name of the new drawing and then click OK. The drawing now displays in the left pane of the window. 3. Click on the drawing and complete the following fields as necessary: Default scale Scopes AutoBid SheetMetal Project Data - 135

136 Choose a Default scale for the drawing from the list. You have the option to change the scale in TakeOff if necessary. Review TakeOff By Enter the initials of the person who will be performing the review (either the estimator who takes off the drawing or the estimator who reviews TakeOff). Review Takeoff Enter the date the drawing is reviewed. The date is formatted as MM/DD/YY. The AutoBid SheetMetal software automatically inserts the separators ("/"). OR Click to use the pop-up calendar 45. Edit Drawing 1. In the Drawing window, click on the drawing you want to edit. 2. Edit the data on the right side of the window as necessary. Delete Drawing 1. In the Drawing window, click on the drawing you want to delete. 2. Click on the toolbar. 3. In the confirmation window, choose Yes. Scopes AutoBid SheetMetal Project Data

137 Multiple Drawings When using On-Screen View TakeOff, you may have multiple drawing for a project. This procedure allows you to import the drawings into your project so you can view and select various drawings while working in TakeOff. Quick Steps: Drawings In the Drawing window, click on the toolbar. OR Go to Edit / Add Multiple Drawings. 2. Navigate to the location of your drawing file and click on it. The first drawing in the series opens in the Add drawing and background OSV file window. Tip - Depending on the drawing format, you may receive a message to convert the drawing files. Review the message. If you do not want to see this message, select the Do not Show this message again checkbox. Click Close. 3. If desired, enter a new Drawing scope name, 4. Select a Default scale from the list. 5. If you know the page(s) you want to import, you can enter it in the Jump to drawing field. Scopes AutoBid SheetMetal Project Data - 137

138 Note: If you enter a page number higher than the final page in the multi-page document, this field resets to "1." 6. Click Save and get next. OR Click Skip this drawing. Any changes you make to the drawing information are not saved. Note: The drawing is not imported. OR Click Cancel the import. Tip - From time-to-time, a multiple page file may bring in blank pages (when there should be data) or the resolution needs to be corrected. When the AutoBid SheetMetal software determines this has occurred, you can click Reprocess PDF page to reload the drawing. Note: Please be patient as this process may take a considerable amount of time. Additional Features If you zoom or out on the drawing, you can click Resize to fit to display the entire drawing within the window. If required, you can click Rotate to orient the drawing in the window. Refer to the On-Screen View TakeOff topic in the TakeOff and Reports online manual for more information on using this method of TakeOff. Scopes AutoBid SheetMetal Project Data

139 Floors Each floor may have correction factors for installation and material handling. Using default structural and item heights ensures exact hanger calculations. Defaults also provide labor adjustments required for working at different heights. Quick Steps: Project Data / Floors You can choose the floor numbers you need for the project from the master floors list. The master floors list was created in Global Data Administrator under Labor Standards / Floors Correction Factors. You can also add new floors to the project. The information included on subsequent pages details how to use both of these functions. Floors Window. Scopes AutoBid SheetMetal Project Data - 139

140 Menus/Toolbars The Floors window contains various menus and a toolbar. All items on the toolbar are available under the menus. Using the toolbar provides quick access commonly used commands. Procedures for working in the floors window are included on the following pages. Scopes AutoBid SheetMetal Project Data

141 Add/Edit/Delete This topic covers adding, editing and deleting Floors. Quick Steps: Floors 139 Add Floors From Masters The Master Floors list is created in the Global Data Administrator under Labor Standards / Floor Correction Factors. 1. In the Floors window, click Add From Masters. The Select Master Floors window displays. Note: Only the floors not yet used in your project display in this window. 2. Highlight floor(s) you want to add. To add multiple floors, you can use one of the following methods: Click Select All to add all available floors in your master list. OR Hold the Ctrl key down on your keyboard and click on the floors you want to add. 3. When you have selected all the floors you need, click OK. 4. If necessary, modify the correction factor and elevation fields for each added floor. If the elevation does not exist in the lists, click to add what you need. Scopes AutoBid SheetMetal Project Data - 141

142 Add Floors to Project (individually) From time-to-time you may need to add floors to the project that are not included in the master list. Using the method described below adds the floors only to the current project and not to the master list. If you want to add floors to the master list, this is done in AutoBid SheetMetal Global Data Administrator under Labor Standards / Floor Correction Factors. 1. Click on the toolbar. The New Floor window displays. 1. Enter the Name of the new floor and then click OK. 2. Complete the following fields as required. Floor Name The name of the floor you entered in the New Floor window. If you need to modify the name, you can do so using this field. Installation CF Enter the correction factor for installing an item on that floor. Material Handling CF Enter the field material handling correction factor for that floor. Default Structural Height Elevation From the list, choose the default structure height (the distance in feet from the floor to the bottom of the structure). Click to add a default if not already included in the list. Default Item Height Elevation From the list, choose the default item height (the distance in feet from the floor to the bottom of the item). Click to add a default if not already included in the list. Edit Floor Data 1. Click on the floor you want to edit. 2. Edit the data on the right side of the screen as necessary. Scopes AutoBid SheetMetal Project Data

143 Delete Floors Tip - You cannot delete floors that are used in TakeOff. 1. Click on the floor you want to delete. 2. Click on the toolbar. 3. Click OK in the confirmation dialog. Scopes AutoBid SheetMetal Project Data - 143

144 Zone Zones are different areas within a specific blue print or floor (usually defined on a blue print). Using zones within your project allows you to run reports on those specific areas. You can also apply different labor correction factors based on conditions in specific zones. When you create zones using the code from the blue print, you can specify that code in TakeOff. Everything you take off under that code will apply to that zone. You can customize this label to one of your choice. See the Global Data Administrator online help topic Company Settings / General Company Settings for more information. Quick Steps: Project Data / Zone Tip - Because you can customize this label, the procedures for this scope may not match the labels in your system. The help system uses the AutoBid SheetMetal software defaults. You will need to substitute terms/field names if you have customized this field. Zone Window On the Project Data tab, click Zone. The Zone window opens. Procedures for working in the Zone window are included on the following pages. Scopes AutoBid SheetMetal Project Data

145 Add/Edit/Delete This topic covers adding, editing, deleting Zones in the AutoBid SheetMetal software. Tip - Because you can customize this label, the procedures for this scope may not match the labels in your system. The help system uses the AutoBid SheetMetal software defaults. You will need to substitute terms/field names if you have customized this field. Add Zone 1. In the Zone window, click Add. The cursor advances to the next available line. 2. Enter the name of the new zone. 3. Repeat steps 1 and 2 until you have added the zones you need. 4. Click Close when complete. Edit Zone 1. In the Zone window, you can change the name of a Zone by clicking on it twice. 2. When the name is highlighted, enter the new Name. 3. Click Close when complete. Scopes AutoBid SheetMetal Project Data - 145

146 Delete Zone Tip - Zones already used in TakeOff cannot be deleted. 1. In the Zone window, highlight the zone you want to remove. 2. Click Delete. 3. Click Yes in the confirmation message. 4. When you are done, click Close Scopes AutoBid SheetMetal Project Data

147 SysSymbol System Symbols (SysSymbol) are similar to Zones, except they generally apply to specific pieces of equipment; for example, exhaust fans, air handlers, or air conditioning equipment. This equipment is generally noted on the blue print with a code. When you create a System Symbol using the code from the blue print, you can specify that code in TakeOff. Everything you take off under that code will apply to that piece of equipment. You can customize this label to one of your choice. See the Global Data Administrator online help topic Company Settings / General Company Settings for more information. Quick Steps: Project Data / SysSymbol Tip - Because you can customize this label, the procedures for this scope may not match the labels in your system. The help system uses the AutoBid SheetMetal software defaults. You will need to substitute terms/field names if you have customized this field. SysSymbol Window On the Project Data tab, click SysSymbol. The SysSymbol window opens. Procedures for working in the SysSymbol window are included on the following pages. Scopes AutoBid SheetMetal Project Data - 147

148 Add/Edit/Delete This topic covers adding, editing, deleting SysSymbols in the AutoBid SheetMetal software. Tip - Because you can customize this label, the procedures for this scope may not match the labels in your system. The help system uses the AutoBid SheetMetal software defaults. You will need to substitute terms/field names in the instructions if you have customized this field. Add System Symbol 1. Click Add. The cursor moves to the next available line. 2. Enter the Name of the new SysSymbol. 3. Repeat steps 1 and 2 until you have added the zones you need. 4. Click Close when complete. Tip - You can also quickly create these items in the Symbol Schedule 126 window. Scopes AutoBid SheetMetal Project Data

149 Edit System Symbol 1. In the System Symbol window, you can change the name of a System Symbol by clicking on it twice. 2. When only the name is highlighted, enter the new Name. 3. Click Close when complete. Delete System Symbol Tip - System Symbols already used in TakeOff cannot be deleted. 1. In the System Symbol window, highlight the symbol you want to remove. 2. Click Delete. 3. Click Yes in the confirmation dialog. 4. When you are done, click Close. Scopes AutoBid SheetMetal Project Data - 149

150 150 - AutoBid SheetMetal Project Data

151 C H A P T E R10 Assemblies An assembly is a group of items taken off as one line item. It is much quicker to take off an assembly as a single item rather than several individual items, especially when these items are used in a group numerous times through out the TakeOff; for example, you may have Air Distribution items that always go together. You can take off the Air Distribution assembly as a group each time your drawing calls for these items. Tip - In order to work with some of the features in Assemblies, you must have proper Assembly Security 153 rights. Quick Steps: Project Data / Assemblies TakeOff / Tools / Assembly Library Additional benefits of using assemblies include the following. You can use fixed or variable dimensions. You can import master assemblies into your current bid. You can copy assemblies from other projects into your current bid. Any assemblies you copy into your current bid can be deleted or changed to meet the requirements of your current bid. Metric/Non-Metric Tip - Depending upon the type of project you are working on, Non-Metric and/or Metric assemblies can be imported into your project. If you are working on a Non-Metric project, you can access the Non-Metric Master Assembly Library. If your project is a Metric project, the Metric Master Assembly Library is available. Assemblies AutoBid SheetMetal Project Data - 151

152 Assembly Library Windows There are two types of Assembly windows: Current/Bid-Specific Assembly Library Master Assembly Library Most procedures are the same for both windows; however, Trimble recommends that you refer to the specific topic based on what you are working with for instructions. Assemblies AutoBid SheetMetal Project Data

153 Assembly Security The AutoBid SheetMetal software contains security options pertaining to Assemblies. Rights can be granted to allow adding, changing or exporting to the Master Assembly Library 157. If the employee does not have proper rights, the procedures they are able to perform pertaining to assemblies are limited. Security rights are granted in the AutoBid SheetMetal Global Data Administrator under Company Settings / Employee List. Quick Steps: Project Data / Assemblies TakeOff / Tools / Assembly Library With proper security rights, the employee cannot perform any of the following procedures. Delete master assemblies Create master assemblies from scratch Edit or modify a master assembly. The employee can perform the following procedures. Import bid-specific assemblies from the Master Assembly Library Modify bid-specific assemblies in the jobs to which they have access Assemblies AutoBid SheetMetal Project Data - 153

154 Assembly Libraries Assemblies are saved in the Assembly Library. The Assembly Library consists of two components, master and current project (or bid-specific). The Master Assembly Library is available to all bids. Data from the Master Assembly Library is easily imported into the bid on which you are currently working. You also have the ability to import assemblies from other bids into your current bid. This is a convenient method to use if there is a previous project that is similar to your current project. You can use any assembly imported into your current project as originally built, or modify them to meet the requirements of your current bid. Quick Steps: Project Data / Assemblies TakeOff / Tools / Assembly Library Tip - Assemblies imported into your current bid from either the Master Assembly Library 157 or from another bid become specific to your current bid. If you subsequently modify an assembly after it is imported into your current bid, the modifications are specific to that bid. The Master Assembly Library or the library from another bid remains unchanged. With proper security access rights, bid-specific assemblies can be exported back to the Master Assembly Library. Trimble recommends that you carefully consider exporting bid-specific assemblies to the Master Assembly Library. You could unintentionally overwrite assemblies in the master library that you did not intend to change. Assemblies AutoBid SheetMetal Project Data

155 Current Assembly Library The Current Assembly Library contains all of the assemblies assigned to the selected project. You can easily import assemblies 160 from the Master Assembly Library into your current project, when applicable. This makes it easy to add assemblies to the project. Once you have imported the Master Assemblies, you can modify them to meet the requirements of this job. Modifying assemblies imported into your job impacts only the assembly in your project and does not impact the Master Assembly Library. You also have the option to import assemblies from other projects 164 in the AutoBid SheetMetal software. You can modify the assembly once it is imported. Again, this affects only the assembly in the project you are currently working in. It does not impact the assembly in the other project. Quick Steps: Project Data / Assemblies TakeOff / Tools / Assembly Library Current Assembly Library Window Assemblies AutoBid SheetMetal Project Data - 155

156 The AutoBid SheetMetal software default project contains more commonly used assemblies. If you chose to copy assemblies from the default project or from another project when you first created the job, these assemblies will display in the Current Assembly Library window. If you modify an assembly in your project and you want to add to the Master Library, you can easily accomplish this by exporting the assembly 167 in the project library to the master library. Note: This requires proper security rights! Procedures for working with Assemblies are included on the following pages. Assemblies AutoBid SheetMetal Project Data

157 Master Assembly Library The Master Assembly Library contains assemblies that are "master" to the AutoBid SheetMetal software. This means that they are available to all projects for import. Quick Steps: Current Assembly Library 155 / File / Import from Master Master Assemblies Window Assemblies AutoBid SheetMetal Project Data - 157

158 You can import assemblies 160 from the Master Assembly Library into your current project. This makes it easy to add assemblies to the project. Once you have imported the Master Assemblies, you can modify them to meet the requirements of this job. Modifying assemblies imported into your job does not impact the Master Assembly Library. Tip - Modifying or importing project assemblies into master assemblies requires proper security rights. The links below provide you with instructions on all commands available in the Current Assembly Library window. Procedures for working with Assemblies are included on the following pages. Assemblies AutoBid SheetMetal Project Data

159 Import/Export The assemblies module in the AutoBid SheetMetal software allows you to process imports and exports to and from masters, as well as from other projects. Importing from Masters 160 This allows you to import assemblies from the master assembly library into your current project. Importing from Project 164 This allows you to import assemblies from other projects within the AutoBid SheetMetal software. Export to Master 167 You might have created or modified an assembly in a project that you would like added to the master assembly library. This is easy to do; however, Trimble recommends that you use a unique name for the assembly so an existing master is not overwritten. Tip - Modifying or importing into the Master Assembly Library requires proper access rights. Assemblies AutoBid SheetMetal Project Data - 159

160 Import From Master The Default Project 40 job in the AutoBid SheetMetal software includes default assemblies that are common to most projects. These defaults can be imported into your current project and modified to fit the requirements of the job. Importing from the Master Assembly Library will save you time because you do not have to completely build assemblies when needed. Quick Steps: Current Assembly Library 155 / File / Import from Master When you import from the Master Assembly Library, you can modify the assembly components to meet the requirements of the project you are working on. Modifying the assembly components is covered in the Duplicate Assembly 170 and Edit Assembly 187 topics. For information on additional import/export functionality, see the topics below. Import Project Assemblies Export to Master Non-Metric/Metric If you are working on a Non-Metric project, you can import only from the Non-Metric Master Assembly Library. If your project is a Metric project, you can import only from the Metric Master Assembly Library. Import Master Assembly 1. On the Project Data tab, click Assemblies. OR In the TakeOff window, Tools / Assembly Library. The Current Assembly Library window displays. Note: If you previously imported assemblies into your Current Assembly Library, there will be data under the This bid s Assemblies pane. 2. In the Current Assembly Library window, choose File / Import From Master. The Master Assembly Library window displays. Assemblies AutoBid SheetMetal Project Data

161 3. In the Master Assembly Library window: a. Select the Assembly Group from the list. This filters the assembly list by the selected group. OR Choose the All Groups in the list. This displays all assemblies available for import. Assemblies AutoBid SheetMetal Project Data - 161

162 b. Click on the assemblies you want to import using one of the following selection methods: Range If you want to import multiple assemblies, hold the [Shift] key on your keyboard down. Click on the first and last Master Assembly. Use the up or down arrow keys on your keyboard to highlight the master assemblies you want to import. Individual (not within a Range) To import multiple Master Assemblies that are not within a range, hold the [Ctrl] key on your keyboard down. Click on the individual assemblies you want to import. 4. Click Import. The master assemblies are imported into your current project. 5. Click Close. The Current Assembly Library window displays. The assemblies you imported now appear in the window. 6. You can close the Current Assembly Library window by clicking in the upper corner of the window. OR Modify the assemblies 187 to conform to the requirements of your project. Tip - Any modifications you make to the Current Assembly Library pertains only the current Assemblies AutoBid SheetMetal Project Data

163 project. The Master Assembly Library remains unchanged. Assemblies AutoBid SheetMetal Project Data - 163

164 Import From Project You may have a project that is similar to the one you are currently on. If this is the case, you can import assemblies from that project into your current project. You can then make any modifications required to meet your current project specifications. Quick Steps: Current Assembly Library 155 / File / Import from Project When you import from the Master Assembly Library, you can modify the assembly components to meet the requirements of the project you are working on. Modifying the assembly components is covered in the Duplicate Assembly 170 and Edit Assembly 187 topics. For information on additional import/export functionality, see the topics below. Import Master Assemblies Export to Master Non-Metric/Metric If you are working on a Non-Metric project, you can import only from Non-Metric Projects. If your project is a Metric project, you can import only from Metric Projects. Import Assembly From Project 1. On the Project Data tab, click Assemblies. OR In the TakeOff window, Tools / Assembly Library. The Current Assembly Library window displays. Note: If you previously imported assemblies into your Current Assembly Library, there will be data under the This bid s Assemblies pane. 2. In the Current Assembly Library window, choose File / Import From Project. The Import [Unit of Measurement] Assembly From window opens. This window lists all projects that currently have assemblies assigned. Assemblies AutoBid SheetMetal Project Data

165 Click on the project you want to import assemblies from and then click Select. The Import Assembly from Project window opens. The project you are importing from displays in this window. 3. In the Import Assembly from Project window: a. Select the Assembly Group from the list. This filters the assembly list by the selected group. OR Choose the All Groups in the list. This displays all assemblies available for import. b. Click on the assembly you want to import. OR If you want to import multiple assemblies, click on the assemblies you want to import using one of the following selection methods: Range If you want to import multiple assemblies, hold the [Shift] key on your keyboard down. Click on the first and last Master Assembly. Use the up or down arrow keys on your keyboard to highlight the master assemblies you want to import. Individual (not within a Range) To import multiple Master Assemblies that are not within a range, hold the [Ctrl] key on your keyboard down. Click on the individual assemblies you want to import. Assemblies AutoBid SheetMetal Project Data - 165

166 4. Click Import. The project assemblies are imported into your current project. 5. Click Close. The Current Assembly Library window displays. The assemblies you imported now appear in the window. 6. You can close the Current Assembly Library window by clicking in the upper corner of the window. OR Modify the assemblies 187 to conform to the requirements of your project. Tip - Any modifications you make to the Current Assembly Library pertains only the current project. The assemblies in the project you imported from remain unchanged. Assemblies AutoBid SheetMetal Project Data

167 Export to Master When you create a new assembly (either through modification or building a new assembly), you might want to export that assembly to the Master Assembly Library. This makes the assembly available for import into subsequent projects. You can always import an assembly from other projects 164 ; however, if the assembly can be used routinely on other projects, exporting it to the Master Assembly Library makes accessing it more convenient. Quick Steps: Current Assembly Library 155 / File / Export to Master Exporting to the Master Assembly Library requires proper security rights; without these rights, you will be unable to perform the export. Caution - Trimble recommends that rights to export to the Master Assembly Library be kept to a minimum number of employees. For information on additional import/export functionality, see the topics below. Import Master Assemblies Import Project Assemblies Non-Metric/Metric If you are working on a Non-Metric project, you can export only to the Non-Metric Master Assembly Library. If your project is a Metric project, you can export only to the Metric Master Assembly Library. Export to Master 1. On the Project Data tab, click Assemblies. OR In the TakeOff window, Tools / Assembly Library. The Current Assembly Library window displays. 2. In the Import Assembly from Project window: Select the Assembly Group from the list. This filters the assembly list by the selected group. OR Assemblies AutoBid SheetMetal Project Data - 167

168 Choose the All Groups in the list. This displays all assemblies available for import. 3. Click on the assembly you want to export. Tip - You can export only one assembly at a time. If you have more than one assembly you want to export, you must process each individually. 4. In the Current Assembly Library window, choose File / Export to Master. 5. In the confirmation dialog, click Yes. The selected assembly is now available in the Master Assembly Library. Assemblies AutoBid SheetMetal Project Data

169 Create/Duplicate This topic covers creating and duplicating assemblies in both the Master Assembly Library 157 and the Current Assembly Library 155. You have several options to create Assemblies. You can create an Assembly by adding items from the Library (covered in this topic). You can select specific lines in TakeOff to create the Assembly. You can also create nested assemblies 204. Create Assembly Quick Steps: Current Assembly Library 155 / Master Assembly Library 157 / 1. Click. The Create a New assembly window displays. 2. Enter the New assembly name and then click OK. The Create window for the new Assembly displays. Note: The graphics used in this procedure illustrate the master assembly windows. Project-specific assembly windows are similar. Assemblies AutoBid SheetMetal Project Data - 169

170 The Create window contains tabs (laboring the assembly separately is optional). The window opens to the General Info 172 tab. Complete the data on each tab. For complete instructions, click on the links above. Duplicate Assembly Quick Steps: Current Assembly Library 155 / Master Assembly Library 157 / 1. Click. The Create a New assembly window displays. 2. Enter the New assembly name and then click OK. The Create window for the new Assembly displays. Note: The graphics used in this procedure illustrate the master assembly windows. Project-specific assembly windows are similar. Assemblies AutoBid SheetMetal Project Data

171 The Create window contains two tabs (and may contain three is you are laboring the assembly separate): General Info Items Labor The window opens to the General Info 172 tab. Complete the data on each tab. For complete instructions, click on the links above. Assemblies AutoBid SheetMetal Project Data - 171

172 General Info The Assemblies General Info tab allows you to define basic information about the assembly; for example: Quantity: Is the item counted or length-based. Type of assembly Options: connected, labor handling and adjustments Variable Dimensions After you have defined the data on this tab, you will be ready to define the actual components assigned to the assembly on the Items 176 tab. If the labor is calculated separately for the assembly (selected on the General Info tab), this is defined on the Labor 185 tab. Quick Steps: Current Assembly Library 155 / Assembly / General Info Master Assembly Library 172 / Assembly / General Info Tip - This topic covers all panes on the General Info tab. Note: The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Select or enter the appropriate information on the General Info tab as follows. Assemblies AutoBid SheetMetal Project Data

173 Assembly name This field contains the name of the Assembly you entered in the New Assembly window. You can rename the Assembly at this time if desired. Is in assembly group If desired select an Assembly Group from the list. You can create additional groups by choosing Tools / Assembly Groups. Quantity Pane In the Quantity pane, select the applicable radio button. The selection made in this pane controls how the Assembly is taken off. It also controls the QTY field in the Audit Trail. Choose one of the following options. Counted When this option is selected, a number count must be entered in TakeOff. An example of this is multiple fixture drops on a drawing. Length The Length radio button requires that you enter the length of the assembly when you take it off. You can also use this length for setting lengths of items within the assembly. Calculate count based on digitized length/ This option calculates the number of assemblies based on a digitized length. The [Space] field defines the default rack spacing. Note: This default can be overridden in TakeOff.) This option works only with a digitized TakeOff. Tip - The Dimensions field defaults to the choices in your Project Setup. This cannot be changed in the Assembly window. Assembly Type In the Assembly Type pane, select one of the following options: Normal This option is used to define a common assembly type. This assembly type is best used for equipment. Hanger Rack This option is used to define a Rack assembly for Hangers. Auto copy TakeOff size When you select this option button, the AutoBid SheetMetal software automatically uses the dimensions from the previous TakeOff line. Assemblies AutoBid SheetMetal Project Data - 173

174 Options Pane The Options pane allows you to set preferences for the Assembly. Choose all options that apply to this Assembly. Items are "Connected" This option connects all adjacent items in an assembly. The items before and after are connected in a flow order. Calculate labor from items The Calculate labor from items allows for automatic labor calculation of each item in the assembly. The box is checked by default. Assembly has labor This option activates labor for the Assembly. If you choose this option, a new tab is created entitled Labor 185. The Labor tab must be completed in order to accurately calculate labor on the Assembly. This labor is in addition to the labor calculated for each individual item when the Calculate labor from items is selected. Adjust duct for fittings When you select this option, length of duct will be adjusted to accommodate fittings. Variable Dimensions Complete this pane only if you want to use variable dimensions. The Variable Dimensions 182 field controls how many dimensions will be entered for the Assembly during TakeOff. The number of identifier fields that become available are based on the number you enter in the Variable Dimensions field. You can have up to 8 variable dimensions in an Assembly. You must enter the Variable Dimension Identifiers in each field available. For example, you might use "Dim 1", "Dim 2" or "L1", "L2" in the fields and so on. Note: When the Auto copy TakeOff size is selected (in the Assembly Type 173 pane), the first two variable dimensions are automatically created using Dim-1 and Dim-2. Tip - When you add variable dimensions, you must also select a Type from the available lists. If your selection does not match the takeoff, the AutoBid Mechanical software calculates according to the project setup. Note: If you select Legacy, the software handles the assembly dimensions according to previous calculations. If you leave this field with a value of -0-, the AutoBid SheetMetal software assumes the assembly uses Fixed Dimensions 184. Assemblies AutoBid SheetMetal Project Data

175 TakeOff dimension tip The TakeOff dimension tip provides you with information about the Assembly during TakeOff. Enter the tip (information) in the field provided. This should be brief and to the point. In TakeOff, you can view the tip by double-clicking in the dimension fields. The tip displays in an informational pop-up. General Info Tab Completion When you have completed selecting, entering or editing data on the General tab, click the Item Tab 176 tab. Assemblies AutoBid SheetMetal Project Data - 175

176 Items The Items tab allows you to define specific library items assigned to the assembly. After you have defined the data on this tab, you will be ready to define the actual components assigned to the assembly on the Items 176 tab. If the labor is calculated separately for the assembly (selected on the General Info tab), this is defined on the Labor 185 tab. Quick Steps: Current Assembly Library 155 / Assembly / Items Master Assembly Library 172 / Assembly / Items Tip - This topic covers all panes on the Items tab. Note: The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Line, Item Name, Dimensions and Quantity These detail the specific line items added to your Assembly. The following instructions detail how to enter this information. When you click on a line item, the information displayed in the following fields is specific to the line item selected. Item/Libry Assemblies AutoBid SheetMetal Project Data

177 1. Click next to the field. The item selector window 180 displays. 2. Select the item(s) from this window. Tip - If you prefer to select your items using the MouseMenu, choose View / Show MouseMenu. A floating Mouse TakeOff window displays. You can select items, dimensions, and counts from this window. 3. Enter all dimensions and/or counts required on the Items tab. If you are using Variable Dimensions, click here 182 for instructions. If you are using Fixed Dimensions, click here 184 for more information. 4. As you add items to your assembly, you need to select settings 177 defining how TakeOff handles each item in the assembly audit trail. Settings The Items tab provides settings that allow you to define how TakeOff handles each item in the assembly audit trail. The instructions that follow list all possible settings. Depending on the item, all fields may not be available. System/Specs Select <From TakeOff/. OR If you want to use another System or Specification Schedule for your assembly, make the appropriate selection from the lists. Pressure The Pressure setting is tied to the Specification Schedule. You must select a pressure if you have selected a Specification Schedule. If you are using the <From TakeOff/ setting in the Specs field, the Pressure setting is not available. Hanger Setting The list for Hanger Setting determines how the AutoBid SheetMetal software calculates hangers for this item. Choose from the following options. <From TakeOff/ This setting will use the setting defined in TakeOff. Assemblies AutoBid SheetMetal Project Data - 177

178 On The On setting causes the AutoBid SheetMetal software to calculate hangers including the Assembly. Off The Off setting causes the AutoBid SheetMetal software to calculate hangers excluding the Assembly. Rect. Liner <From TakeOff/ This setting uses parameters defined in TakeOff None The None option indicates that no insulation will be used in the Assembly. Insulation Setting The list for Insulation Setting determines the type of insulation used for your Assembly. Choose from the following options. To use the same insulation assigned in TakeOff, choose <From Take Off/ in the list. If you do not want to use insulation, choose None from the list. If you want to use another Insulation definition, choose one from the list.. Item is Vertical When you select this checkbox, hangers will not be generated for the selected item. Variable Dimensions/Quantities If you entered a quantity/dimension definition in the Variable Dimension pane on the General Info 172 tab, the fields display on the Items 176 tab. On the Items 176 tab, you can click on the appropriate variable dimension and drag to the associated field. Click here 182 for more information on using Variable Dimensions/Quantities. Assemblies AutoBid SheetMetal Project Data

179 Assembly Item Completion 1. Repeat the steps outlined in the procedures above to continue adding items to complete your assembly. When you are done, click the Labor 185 tab (if applicable based on your selection on the General Info tab) OR Click OK. The assembly is now ready for use in your TakeOff. 2. Close the Assembly Library window by clicking in the upper left corner of the window. Assemblies AutoBid SheetMetal Project Data - 179

180 Item Selector The item selector window allows you to select the item you want to add to your Assembly or TakeOff. You can select various items: duct (shapes), symbols, miscellaneous items, assemblies, and so on based on the button selected in the Select from pane. Tip - Depending on the button selected, the appropriate items display; for example, clicking the Rectangular shape brings up only those items that pertain to Rectangular duct. If you click the Library button, items in the Library display. 1. Click the appropriate button in the Select from pane. The associated items display in the window. 2. If applicable, expand the lists by clicking. 3. Click on the item you want to add and then click Select. OR Double-click on the item. Assemblies AutoBid SheetMetal Project Data

181 The item is now added to the Audit Trail. Assemblies AutoBid SheetMetal Project Data - 181

182 Variable Dimensions Because you have the capability to use the same Assemblies in other areas of your project (or on other projects), you can create the Assembly to use variable dimensions. This allows you to enter the actual dimensions required in TakeOff. The number of variable dimension fields is defined on the General Info 172 tab in the Assembly window. On the Items 176 tab, you can drag-and-drop the appropriate variable dimension to the associated field. After you have created the Assembly using variable dimensions, you can import them to either the Master Library (with proper security rights) or for use on similar project types. Quick Steps: Assembly Items 176 tab Assign Variable Dimension 1. On the General Info 172 tab, enter the number of variable dimensions you require in your Assembly. The graphic illustrates an assembly that will have two variable dimensions. 2. Click the Items 176 tab. Add a new item or select an item in the Assembly Audit Trail. Note: If you selected the item from a library or from lines in Take Off, the dimensions automatically display as defined for each item. 3. Click on a dimension identifier in the Drag to Dim/Qty field. Drag the identifier to the dimension field. The graphic illustrates the identifier "Dim1" dragged to the first dimension field. Tip - The fields available for variable data are highlighted in color on the Items tab. You can drag and drop the identifiers in any of the highlighted fields. 4. Continue setting the remaining variable dimension or quantities until complete. Assemblies AutoBid SheetMetal Project Data

183 You can use variable quantities in the same manner as you use variable dimensions. Follow the same procedures as detailed above substituting quantities for dimensions. Assemblies AutoBid SheetMetal Project Data - 183

184 Fixed Dimensions Fixed dimensions are generally determined by the dimension of the item in the library. You can also specify dimensions if you do not want to use variable dimensions for the item. Quick Steps: Assembly Items 176 tab Whether the dimension is entered automatically from the library or entered manually, the dimensions display in the item list on the Items tab. If you select a sized item in the library, the size of that item is automatically set in the Assembly. If the item requires entering the size manually, the size displays as defined in the Global Data Administrator. Assemblies AutoBid SheetMetal Project Data

185 Labor If you selected Assembly has labor on the General Info 172 tab, you must complete data on the Labor tab in order to accurately calculate labor on the Assembly. Caution - If you select the Assembly has labor checkbox on the General Info 172 tab, the labor defined on this tab is added to the defined item labor. Quick Steps: Current Assembly Library 155 / Assembly / Labor Master Assembly Library 172 / Assembly / Labor Note: The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Assemblies AutoBid SheetMetal Project Data - 185

186 Add Assembly Labor 1. Right-click on the Labor Category column and choose Labor Setup Editor from the pop-up menu. OR Choose Tools / Labor Setup Editor. The Labor Setup Editor window opens. 2. For each applicable category, click the appropriate checkboxes in the Use Labor Category? column. 3. Select a Wage Category and Labor Method from the provided lists. 4. Click OK when you are done. The Assembly Library window displays once again. Remove Labor If you find that you no longer want labor calculated separately for the assembly, click in the General Info 172 tab and clear the Assembly has labor checkbox. This removes the Labor tab and the table from the assembly. Assemblies AutoBid SheetMetal Project Data

187 Edit/Delete This topic covers editing and deleting assemblies in both the Master Assembly Library 157 and the Current Assembly Library 155. Edit Assembly Quick Steps: Current Assembly Library 155 / Master Assembly Library 157 / Audit Trail View TakeOff / Edit / More Details (Skip to step 3.) 1. In the Assembly Library window, click on the Assembly you want to edit. 2. Click on the toolbar. The Edit window for the Assembly you chose displays. Note: The window label displays the type of assembly you are editing, bid-specific assembly or master assembly. The Edit window contains two tabs (and may contain three is you are laboring the assembly separate): The window opens to the Items 176 tab. 3. Modify the data on each tab as required. Items 176 General Info Labor 185 : 172 Tip - You can use Edit / Replace Lines to quickly modify specific data in your assembly. 4. Click OK when you are done. Delete Assembly Quick Steps: Current Assembly Library 155 / Edit / Delete Master Assembly Library 157 / Edit / Delete You can also delete assemblies from either library; however, you must have proper security rights to delete in the Master Assembly Library. Caution - Use extreme caution when deleting Assemblies from the libraries. If the deleted Assembly is used in a TakeOff, you will receive an error message during calculations. You will have to either delete the line item in the Audit Trail that includes the removed Assembly or recreate it in the library. 1. In the Assembly Library window, click on the Assembly you want to delete. Assemblies AutoBid SheetMetal Project Data - 187

188 2. Choose Edit / Delete. 3. In the confirmation window, click Yes to proceed with removing the assembly from the library. Assemblies AutoBid SheetMetal Project Data

189 General Info The Assemblies General Info tab allows you to define basic information about the assembly; for example: Quantity: Is the item counted or length-based. Type of assembly Options: connected, labor handling and adjustments Variable Dimensions After you have defined the data on this tab, you will be ready to define the actual components assigned to the assembly on the Items 176 tab. If the labor is calculated separately for the assembly (selected on the General Info tab), this is defined on the Labor 185 tab. Quick Steps: Current Assembly Library 155 / Assembly / General Info Master Assembly Library 172 / Assembly / General Info Tip - This topic covers all panes on the General Info tab. Note: The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Select or enter the appropriate information on the General Info tab as follows. Assemblies AutoBid SheetMetal Project Data - 189

190 Assembly name This field contains the name of the Assembly you entered in the New Assembly window. You can rename the Assembly at this time if desired. Is in assembly group If desired select an Assembly Group from the list. You can create additional groups by choosing Tools / Assembly Groups. Quantity Pane In the Quantity pane, select the applicable radio button. The selection made in this pane controls how the Assembly is taken off. It also controls the QTY field in the Audit Trail. Choose one of the following options. Counted When this option is selected, a number count must be entered in TakeOff. An example of this is multiple fixture drops on a drawing. Length The Length radio button requires that you enter the length of the assembly when you take it off. You can also use this length for setting lengths of items within the assembly. Calculate count based on digitized length/ This option calculates the number of assemblies based on a digitized length. The [Space] field defines the default rack spacing. Note: This default can be overridden in TakeOff.) This option works only with a digitized TakeOff. Tip - The Dimensions field defaults to the choices in your Project Setup. This cannot be changed in the Assembly window. Assembly Type In the Assembly Type pane, select one of the following options: Normal This option is used to define a common assembly type. This assembly type is best used for equipment. Hanger Rack This option is used to define a Rack assembly for Hangers. Auto copy TakeOff size When you select this option button, the AutoBid SheetMetal software automatically uses the dimensions from the previous TakeOff line. Assemblies AutoBid SheetMetal Project Data

191 Options Pane The Options pane allows you to set preferences for the Assembly. Choose all options that apply to this Assembly. Items are "Connected" This option connects all adjacent items in an assembly. The items before and after are connected in a flow order. Calculate labor from items The Calculate labor from items allows for automatic labor calculation of each item in the assembly. The box is checked by default. Assembly has labor This option activates labor for the Assembly. If you choose this option, a new tab is created entitled Labor 185. The Labor tab must be completed in order to accurately calculate labor on the Assembly. This labor is in addition to the labor calculated for each individual item when the Calculate labor from items is selected. Adjust duct for fittings When you select this option, length of duct will be adjusted to accommodate fittings. Variable Dimensions Complete this pane only if you want to use variable dimensions. The Variable Dimensions 182 field controls how many dimensions will be entered for the Assembly during TakeOff. The number of identifier fields that become available are based on the number you enter in the Variable Dimensions field. You can have up to 8 variable dimensions in an Assembly. You must enter the Variable Dimension Identifiers in each field available. For example, you might use "Dim 1", "Dim 2" or "L1", "L2" in the fields and so on. Note: When the Auto copy TakeOff size is selected (in the Assembly Type 173 pane), the first two variable dimensions are automatically created using Dim-1 and Dim-2. Tip - When you add variable dimensions, you must also select a Type from the available lists. If your selection does not match the takeoff, the AutoBid Mechanical software calculates according to the project setup. Note: If you select Legacy, the software handles the assembly dimensions according to previous calculations. If you leave this field with a value of -0-, the AutoBid SheetMetal software assumes the assembly uses Fixed Dimensions 184. Assemblies AutoBid SheetMetal Project Data - 191

192 TakeOff dimension tip The TakeOff dimension tip provides you with information about the Assembly during TakeOff. Enter the tip (information) in the field provided. This should be brief and to the point. In TakeOff, you can view the tip by double-clicking in the dimension fields. The tip displays in an informational pop-up. General Info Tab Completion When you have completed selecting, entering or editing data on the General tab, click the Item Tab 176 tab. Assemblies AutoBid SheetMetal Project Data

193 Items The Items tab allows you to define specific library items assigned to the assembly. After you have defined the data on this tab, you will be ready to define the actual components assigned to the assembly on the Items 176 tab. If the labor is calculated separately for the assembly (selected on the General Info tab), this is defined on the Labor 185 tab. Quick Steps: Current Assembly Library 155 / Assembly / Items Master Assembly Library 172 / Assembly / Items Tip - This topic covers all panes on the Items tab. Note: The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Line, Item Name, Dimensions and Quantity These detail the specific line items added to your Assembly. The following instructions detail how to enter this information. When you click on a line item, the information displayed in the following fields is specific to the line item selected. Item/Libry Assemblies AutoBid SheetMetal Project Data - 193

194 1. Click next to the field. The item selector window 180 displays. 2. Select the item(s) from this window. Tip - If you prefer to select your items using the MouseMenu, choose View / Show MouseMenu. A floating Mouse TakeOff window displays. You can select items, dimensions, and counts from this window. 3. Enter all dimensions and/or counts required on the Items tab. If you are using Variable Dimensions, click here 182 for instructions. If you are using Fixed Dimensions, click here 184 for more information. 4. As you add items to your assembly, you need to select settings 177 defining how TakeOff handles each item in the assembly audit trail. Settings The Items tab provides settings that allow you to define how TakeOff handles each item in the assembly audit trail. The instructions that follow list all possible settings. Depending on the item, all fields may not be available. System/Specs Select <From TakeOff/. OR If you want to use another System or Specification Schedule for your assembly, make the appropriate selection from the lists. Pressure The Pressure setting is tied to the Specification Schedule. You must select a pressure if you have selected a Specification Schedule. If you are using the <From TakeOff/ setting in the Specs field, the Pressure setting is not available. Hanger Setting The list for Hanger Setting determines how the AutoBid SheetMetal software calculates hangers for this item. Choose from the following options. <From TakeOff/ This setting will use the setting defined in TakeOff. Assemblies AutoBid SheetMetal Project Data

195 On The On setting causes the AutoBid SheetMetal software to calculate hangers including the Assembly. Off The Off setting causes the AutoBid SheetMetal software to calculate hangers excluding the Assembly. Rect. Liner <From TakeOff/ This setting uses parameters defined in TakeOff None The None option indicates that no insulation will be used in the Assembly. Insulation Setting The list for Insulation Setting determines the type of insulation used for your Assembly. Choose from the following options. To use the same insulation assigned in TakeOff, choose <From Take Off/ in the list. If you do not want to use insulation, choose None from the list. If you want to use another Insulation definition, choose one from the list.. Item is Vertical When you select this checkbox, hangers will not be generated for the selected item. Variable Dimensions/Quantities If you entered a quantity/dimension definition in the Variable Dimension pane on the General Info 172 tab, the fields display on the Items 176 tab. On the Items 176 tab, you can click on the appropriate variable dimension and drag to the associated field. Click here 182 for more information on using Variable Dimensions/Quantities. Assemblies AutoBid SheetMetal Project Data - 195

196 Assembly Item Completion 1. Repeat the steps outlined in the procedures above to continue adding items to complete your assembly. When you are done, click the Labor 185 tab (if applicable based on your selection on the General Info tab) OR Click OK. The assembly is now ready for use in your TakeOff. 2. Close the Assembly Library window by clicking in the upper left corner of the window. Assemblies AutoBid SheetMetal Project Data

197 Item Selector The item selector window allows you to select the item you want to add to your Assembly or TakeOff. You can select various items: duct (shapes), symbols, miscellaneous items, assemblies, and so on based on the button selected in the Select from pane. Tip - Depending on the button selected, the appropriate items display; for example, clicking the Rectangular shape brings up only those items that pertain to Rectangular duct. If you click the Library button, items in the Library display. 1. Click the appropriate button in the Select from pane. The associated items display in the window. 2. If applicable, expand the lists by clicking. 3. Click on the item you want to add and then click Select. OR Double-click on the item. Assemblies AutoBid SheetMetal Project Data - 197

198 The item is now added to the Audit Trail. Assemblies AutoBid SheetMetal Project Data

199 Variable Dimensions Because you have the capability to use the same Assemblies in other areas of your project (or on other projects), you can create the Assembly to use variable dimensions. This allows you to enter the actual dimensions required in TakeOff. The number of variable dimension fields is defined on the General Info 172 tab in the Assembly window. On the Items 176 tab, you can drag-and-drop the appropriate variable dimension to the associated field. After you have created the Assembly using variable dimensions, you can import them to either the Master Library (with proper security rights) or for use on similar project types. Quick Steps: Assembly Items 176 tab Assign Variable Dimension 1. On the General Info 172 tab, enter the number of variable dimensions you require in your Assembly. The graphic illustrates an assembly that will have two variable dimensions. 2. Click the Items 176 tab. Add a new item or select an item in the Assembly Audit Trail. Note: If you selected the item from a library or from lines in Take Off, the dimensions automatically display as defined for each item. 3. Click on a dimension identifier in the Drag to Dim/Qty field. Drag the identifier to the dimension field. The graphic illustrates the identifier "Dim1" dragged to the first dimension field. Tip - The fields available for variable data are highlighted in color on the Items tab. You can drag and drop the identifiers in any of the highlighted fields. 4. Continue setting the remaining variable dimension or quantities until complete. Assemblies AutoBid SheetMetal Project Data - 199

200 You can use variable quantities in the same manner as you use variable dimensions. Follow the same procedures as detailed above substituting quantities for dimensions. Assemblies AutoBid SheetMetal Project Data

201 Fixed Dimensions Fixed dimensions are generally determined by the dimension of the item in the library. You can also specify dimensions if you do not want to use variable dimensions for the item. Quick Steps: Assembly Items 176 tab Whether the dimension is entered automatically from the library or entered manually, the dimensions display in the item list on the Items tab. If you select a sized item in the library, the size of that item is automatically set in the Assembly. If the item requires entering the size manually, the size displays as defined in the Global Data Administrator. Assemblies AutoBid SheetMetal Project Data - 201

202 Labor If you selected Assembly has labor on the General Info 172 tab, you must complete data on the Labor tab in order to accurately calculate labor on the Assembly. Caution - If you select the Assembly has labor checkbox on the General Info 172 tab, the labor defined on this tab is added to the defined item labor. Quick Steps: Current Assembly Library 155 / Assembly / Labor Master Assembly Library 172 / Assembly / Labor Note: The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Assemblies AutoBid SheetMetal Project Data

203 Add Assembly Labor 1. Right-click on the Labor Category column and choose Labor Setup Editor from the pop-up menu. OR Choose Tools / Labor Setup Editor. The Labor Setup Editor window opens. 2. For each applicable category, click the appropriate checkboxes in the Use Labor Category? column. 3. Select a Wage Category and Labor Method from the provided lists. 4. Click OK when you are done. The Assembly Library window displays once again. Remove Labor If you find that you no longer want labor calculated separately for the assembly, click in the General Info 172 tab and clear the Assembly has labor checkbox. This removes the Labor tab and the table from the assembly. Assemblies AutoBid SheetMetal Project Data - 203

204 Nested Assemblies The AutoBid SheetMetal software allows you to nest smaller assemblies within main assemblies. This feature has a five assembly layer limitation. Quick Steps: Project Data / Assemblies TakeOff / Tools / Assembly Library If you need assistance in creating an assembly, see the Create Assembly 169 topic for detailed instructions. Add Nested Assembly 1. Create a new assembly. Add components as required. OR Duplicate an existing assembly. Add or remove components as necessary. OR Open an existing assembly. Click on the Items tab. 2. Add a new line by clicking on the New button. This adds a line to the end of your assembly. OR Click on the line above where you want to add the nested assembly and choose Edit / Insert Line. This adds a HotSpot to your assembly. 3. Click on the added line and then click next to the Item field. The item selector window opens Click on the button. Locate the assembly you want to nest. Double-click on it to add it to the assembly.\ 5. Make any required modifications in the assembly as required. 6. Click OK. View Nested Assemblies You can easily view nested assemblies in your database. In the Assembly Library window, choose Tools / View Nested Assembly List. The View Nested Assembly List window opens. This window displays all of the nested assemblies within the selected assembly Keep in mind that the data within this window will be different depending on the Assembly Library window you are viewing (Master Assemblies 157 versus Current Assembly Library 155 ). Assemblies AutoBid SheetMetal Project Data

205 Illustrations Quick Steps: Assembly window / Tools / Add Picture OR Assembly window / Tools / View Picture Tip - The Tools menu is available on all tabs in the Assembly window. The graphic above illustrates the Create Assembly window. The Edit Assembly contains the same information. Add Picture If you want to add a drawing/illustration of your assembly, this can be done as long as the illustration is in a JPG, JPEG or BMP format. The addition of a drawing provides you with quick access to a diagram of the assembly. This illustration can also be viewed while in TakeOff. 1. In the Assembly window, choose Tools / Add Picture. The Picture Note window opens. Assemblies AutoBid SheetMetal Project Data - 205

206 2. Click Import. The Import Picture window displays. Navigate to the location of the drawing you want to add. Double-click on the drawing file. 3. The drawing is added to the Picture Note window. Click OK. Remove Picture If you have added a picture and want to remove it, open the Picture Note window and click on the Remove button. Export Picture If you have a picture added to the Picture Note window, you can export it to a JPG, JPEG or BMP file. 1. Open the Picture Note window and click Export The Export Picture window opens. 2. Navigate to the location where you want to save the file. Enter the File name. 3. Click Save. Assemblies AutoBid SheetMetal Project Data

207 Assembly If Statements Caution - This is an advanced feature in the AutoBid SheetMetal software. Before using this functionality, please make sure you fully understand how If statements work. You should always test your work thoroughly to ensure you are achieving the desired result! Quick Steps: Bid Administrator / Project Data / Assemblies TakeOff / Tools / Assembly Library This topic provides an overview of "If" statements. Refer to the topics on the following pages for further instructions. If statements allow you to build a library of objects that can be used across multiple projects. When using "If" statements, you can build an assembly that does not require dimensions until it is used during takeoff. Because the assembly is standardized, the estimating process is faster because it allows a single line of TakeOff representing multiple items/line. It also greatly reduces inconsistencies and possible forgotten items. Variable Dimensions There are several types of If statements allowed in an assembly. The types most used are: Diameter Length If statements used in assemblies allow you to add various objects to your takeoff based on the dimension of other objects. The assembly variables the AutoBid SheetMetal software uses will depend on the results stated in the If parameter; for example, If statements might be used as in the following table: If Statement Example If Shape = Round, round damper If Shape = Rectangular, rectangular damper Item added (diameter dependent on preceding item) If the assembly followed round duct in your audit trail, The AutoBid SheetMetal software will automatically select the round damper. If it followed rectangular duct, the program will select the rectangular damper. Assemblies AutoBid SheetMetal Project Data - 207

208 When you use the variable dimension option, you can use If statements within a given range. The following example illustrates a variable dimension If statement: If Statement Example If Dim 1 is in range 10-20, access door Item added (diameter dependent on preceding item) In this example, if Dim 1 (dimension 1) for the assembly is between 10 and 20, The AutoBid SheetMetal software will generate an access door. If the variable dimension is not within the specified range, it will not generate an access door. If Statement Components All If statements require three parts: If statement Audit Trail lines End-If statement. All three portions of the statement are required. The following information provides additional details on each: If This part of the statement sets the parameters. This is the driving force behind the decision process, as it determines whether to execute what the statement details; for example: if a certain condition exists, do the following. Audit Trail Lines The Audit Trail Lines portion of the statement is what will happen when the If statement is true. At least one line is required, but it is not limited to only one item. You can add more TakeOff lines, depending on what you want to happen when the statement is true. End-If An End-If statement is required to close the statement. When an End-If statement is encountered, the program stops looking at the If statement and moves on to the next line in the Assembly or TakeOff. Tip - All Audit Trail lines falling outside the If and End-If parameters apply to the entire assembly and will be implemented. Only those Audit Trail lines falling between the If and End-If statements are set according to the conditions set. Assemblies AutoBid SheetMetal Project Data

209 Assembly If Statements Procedures The AutoBid SheetMetal software includes several Master Assemblies that use If statements. The following master assemblies use If statements. You might review how these are set up before you begin creating your own. Backdraft Damper Control Damper F/S DMP, Slv. AD Sleeve Quick Steps: Bid Administrator / Project Data / Assemblies TakeOff / Tools / Assembly Library Create If Statements 1. Open the Current Assembly library and then locate the assembly you want to work with using one of the methods outlined under Quick Steps above. Click. OR Duplicate an existing assembly 169 that is similar to the one you want to work with. OR Create a new assembly Complete the information on the General Info 172 tab. 3. In the Assembly window, click the Items tab. 4. Right-click within the Audit Trail and choose Insert an If from the pop-up menu. OR Choose Edit / Insert an "If". Tip - If you want to add an If statement to an already existing assembly, you must select the Audit Trail line below where you want to place the statement. Assemblies AutoBid SheetMetal Project Data - 209

210 4. In the confirmation window, choose OK to verify the starting point of the If statement. The If Definition window opens. 5. Complete the following in the If Definition window. 182 Tip - In order to use a Dimension If statement, the assembly must have variable dimensions assigned. Shape Statement If you want to set an If statement based on the shape of duct, choose the If TakeOff Shape = and select a shape from the list. Dimension Statement If you want to set an If statement based on a dimension range, choose the second radio button and select the variable dimension identifier from the list. You must also enter a dimension range in the fields to the right. Assemblies AutoBid SheetMetal Project Data

211 Dimension If statement are limited as follows: Dimension If statements can be set on only one variable within each statement. If you want to set an If statement on a second variable dimension, you must create another If statement specifying that dimension. Formulas are not permitted within a Dimension If statement. 6. In the Options pane, if you want the AutoBid SheetMetal software to Automatically add a HotSpot and an End-If after the If statement, select this checkbox. This allows you to continue without having to remember to enter the End-If statement. You can then change the HotSpot in the Audit Trail to an appropriate line item. Note: This checkbox is selected by default. If you are nesting If statements, you may want to add the End-If manually. Clear the checkbox if this is your intent. 7. Choose OK when you are done. You can continue adding If statement as required. Multiple (Nested) If Statements The AutoBid SheetMetal software allows you to have multiple If statements within an assembly; however, If statements are limited to only shape and size range. Remember, you must have corresponding End-If statements for each If statement added to your assembly. The following illustrates multiple If statements within a single assembly. Assemblies AutoBid SheetMetal Project Data - 211

212 The AutoBid SheetMetal software includes several Master Assemblies that use nested If statements. You might review how these are set up before you begin creating your own. Using Formulas General Info tab 169 Formulas can be used in the Calculate count based on digitized length field. Items tab 176 Formulas can be used in dimension and quantity fields for any item. Test Formula Quick Steps: Assembly editor window / Tools / Test Formulas Assemblies AutoBid SheetMetal Project Data

213 Test Formulas command runs a short test to make sure all the items in the assembly contain valid formulas. A formula usually contains a variable dimension, an operator (-+*/) and parentheses to control the order of operation. When using a formula with a +1, or +2 etc. if it is in the dimension field the program assume inches, if the formula is in a length Qty field, the program assumes feet. If you create a formula, put square brackets [ ] on either side of the variable in the formula; for example, [Diam]+1 and [Diam]+2.5 are both appropriate formulas. Assemblies AutoBid SheetMetal Project Data - 213

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