Win Products. Tutorial B for the WIN 1000/3000/4000/6000 Electrical Estimating Systems

Transcription

1 Win Products Tutorial B for the WIN 1000/3000/4000/6000 Electrical Estimating Systems Version 12.2 Page 1

2 Stop If you are a beginning McCormick Estimating System user, and have not completed Tutorial A, please do so now. Even though you may have some experience with McCormick Estimating Systems, doing the Tutorial A first is a good idea. This document contains instructions on how to estimate a $45, /- job. You will be building Job Assemblies, Extending with multiple labels, and using various Overhead, Profit, Tax, and Quotes, etc in the Bid Summary. Page 2

3 Step 1: Creating a Job Left Click on the McCormick Win Products Icon and the System Login screen will appear. 1. Left Click on the pull down arrow and Select Admin (or custom User name if one has been created). 2. Then Type Admin (the password is case sensitive) in the blank white field next to Password (or the appropriate password if one has been created). 3. On single User systems, once the Save Password box is checked, the password will not need to be typed again. NOTE: The gold and platinum (network) system Users will not have the Save Password check box as shown above. 4. Left Click OK. The Jobs window will appear. 1. Be sure the Active tab at the top is selected. 2. Left Click the New Job button. Step 1: Creating a Job (Contd.) Page 3

4 The Job Information window appears which allows entering any needed Job information. It shows the Job number and Lead Estimator in bold print because they cannot be modified in this window. 1. Highlight the Untitled Job shown in the Job Name row. Rename it Tutorial B. In the Bid Date field, Enter a date (not shown). 2. Choose a Type of Job (Commercial) from the pull-down list by Left Clicking on the pull down arrow on the right of the field and Selecting Commercial. NOTE: Type of Job is a multiple choice field (use the pull down arrow as shown for Type of Job to display choices). 3. When the information is entered, Left Click the Close button. NOTE: Never click the Setup button unless you re the System Administrator and need to modify the information in the gray area at the left side of the window. Step 1: Creating a Job (Contd.) The Paste from Job window will then appear. Page 4

5 1. Check that the Paste from Tab: in the upper left pull down area shows Active. 2. Check that the Paste from Job: in the upper right pull down area shows Template 3. Job Electrical. 4. Check what boxes are checked. The three checked defaults, Labor Categories, Job-Specific Parts (Temps) and Extension Reports will be automatically checked. The User can add additional areas to be pasted (such as Bid Summaries ). Check the Bid Summaries box now. 5. Left Click the Default button to make Bid summaries and the other checked boxes a default. 6. Left Click on the Paste button and the chosen areas will be copied from the Template Job Electrical (shown at the top of the window in the Paste From Job: pull down field) to your new job Tutorial B. 7. Before the chosen areas are pasted, the program will give you a prompt to overwrite Labels and/or Bid Summary, followed by a Paste Operation Complete window with only one option OK. Left Click the Yes button for overwriting the Bid Summaries and the OK button for Paste Operation Complete. Then Left Click close on the Paste from Job window and the main Estimating window appears. Step 2: Labels Page 5

6 1a. Left Click on the Takeoff tab and the Labels icon in the ribbon or 1b. Left Click on the (2) Labels button in the Tool Bar and the Labels window appears. Estimating Tip: Only the first five tool bar buttons, (1) Jobs, (2) Labels, (3) Takeoff, (4) Extend, and (5) BidSum are needed to complete an estimate. They are shown in the order of the estimate flow. NOTE: The five columns (four columns in the 4000 system, three columns in the 3000 system, and one column in the 1000 system) above provide a way of breaking the estimate into logical parts for Alternates, Change Orders, Job Costing/Management, Material Deliveries, etc. 2. The headers for the columns may be renamed to match what is in the column. 3. Highlight the <Click to Add> in the first label column and type Base Bid. Then highlight the <Click to Add> in the second label column for 3000, 4000, and 6000 system Users and type Power. Then click enter and type Lighting as shown above. For the 1000 system Users put the Base Bid - Power and Base Bid - Lighting in the first and only column. NOTE: When <Click to Add> is clicked on and a Label is added another <Click to Add> appears below. In other areas if there is a * and a blank line, and you type in the blank line, another * and blank line appears. 4. Left Click the Close button in the lower right corner of the Labels window. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies Use the following for guidance on building Job Assemblies depending on the system you have. The Job Assemblies needed are: Fixture A is a 2X4 TROFFER 4 LAMP, Fixture B is a REC CAN, SMALL INCAND, Fixture C is a REC CAN WALL WASHR,SML and Fixture X is a EXIT LIGHT, LED NI-CAD. Panel A is a 400/28 480V PNL 3PH MCB and Panel B is a 200/42 Page 6

7 120/208V PNL 3PH MCB. Find your System (6000, 4000, 3000, or 1000) to build the Job Assemblies. Using the 6000 system to build Assemblies Left Click the Build Toolbar button (the blue button shown above). 1. Left Click Fixture A in the upper left Job Assemblies window. 2. Left Click on the AddMode button in the upper left Assemblies window. When the AddMode button is depressed, a Transfer bar appears in all the other windows. 3. Left Click on the 2X4 TROFFER 4 LAMP in the upper right Assemblies window. 4. Left Click on the Transfer bar in that same window. 5. The How many of assembly (2X4 TROFFER 4 LAMP) would you like to add? window appears with a quantity of 1. Fixture A will only have 1 of these assemblies, so Left Click OK. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 6000 system to build Assemblies (Contd.) Page 7

8 6. The What would you like to multiply the byproducts constants by? window appears. The Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly Fixture A has zero Constants. One times zero equals zero. Left Click OK and the Constants will remain zero. 7. You have just built a Temporary Job Specific Assembly using the Byproducts (Items) from a Permanent Assembly in the 6000 System. The upper left Job Assemblies window shows these byproducts in the Byproducts review. The Fixture A byproduct is a Job Item which will show up on your Fixture quotes list. NOTES: NOTE: McCormick s Estimating System has both Job Assemblies and Permanent Assemblies that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo, Apartment, etc. could be built as an Assembly. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 6000 system to build Assemblies (Contd.) Page 8

9 1. Make sure the label bar still shows Base Bid, Lighting, <none>, <none>, and <none>. 2. Left Click Fixture B in the Job Assemblies window in the upper left corner of the screen. 3. Left Click REC CAN, SMALL INCAND in the Assemblies window in the lower left corner of the screen. 4. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. The ByProducts should appear as above. 5. Left Click Fixture C in the Job Assemblies window in the upper left corner (#2) of the screen. Left Click REC CAN WALL WASHR, SML in the lower center window of the screen. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. Check the ByProducts to ensure they have transferred correctly. Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 4000 system to build Assemblies Page 9

10 Left the Click Build Toolbar button (the blue button shown above). 1. Left Click Fixture A in the upper left Job Assemblies window. 2. Left Click on the AddMode button in the upper left Assemblies window. When the AddMode button is depressed, a Transfer bar appears in all the other windows. 3. Left Click on the 2X4 TROFFER 4 LAMP in the upper right Assemblies window. 4. Left Click on the Transfer bar in that same window. 5. The How many of assembly (2X4 TROFFER 4 LAMP) would you like to add? window appears with a quantity of 1. Fixture A will only have 1 of these assemblies, so Left Click OK. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 4000 system to build Assemblies (Contd.) Page 10

11 6. The What would you like to multiply the byproducts constants by? window appears. The Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly Fixture A has zero Constants. One times zero equals zero. Left Click OK and the Constants will remain zero. 7. You have just built a Temporary Job Specific Assembly using the ByProducts (Items) from a Permanent Assembly in the 4000 System. The upper left Job Assemblies window shows these byproducts in the Byproducts review. The Fixture A byproduct is a Job Item which will show up on your Fixture quotes list. NOTES: NOTE: McCormick s Estimating System has both Job Assemblies and Permanent Assemblies that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo, Apartment, etc. could be built as an Assembly. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 4000 system to build Assemblies (Contd.) Page 11

12 1. Make sure the label bar still shows Base Bid, Lighting, <none>, and <none>. 2. Left Click Fixture B in the Job Assemblies window in the upper left corner of the screen. 3. Left Click REC CAN, SMALL INCAND in the Assemblies window in the lower left corner of the screen. 4. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. The ByProducts should appear as above. 5. Left Click Fixture C in the Job Assemblies window in the upper left corner (#2) of the screen. Left Click REC CAN WALL WASHR, SML in the lower center window of the screen. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. Check the ByProducts to ensure they have transferred correctly. Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 3000 system to build Assemblies Page 12

13 Left Click the Build Toolbar button (the blue button shown above). 1. Left Click Fixture A in the upper left Job Assemblies window. 2. Left Click on the AddMode button in the upper left Assemblies window. When the AddMode button is depressed, a Transfer bar appears in the other two windows. 3. Left Click on the 2X4 TROFFER 4 LAMP in the upper right Assemblies window. 4. Left Click on the Transfer bar in that same window. 5. The How many of assembly (2X4 TROFFER 4 LAMP) would you like to add? window appears with a quantity of 1. Fixture A will only have 1 of these assemblies, so Left Click OK. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 3000 system to build Assemblies (Contd.) 6. The What would you like to multiply the byproducts constants by? window appears. The Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly Fixture Page 13

14 A has zero Constants. One times zero equals zero. Left Click OK and the Constants will remain zero. 7. You have just built a Temporary Job Specific Assembly using the ByProducts (Items) from a Permanent Assembly in the 3000 System. The upper left Job Assemblies window shows these byproducts in the Byproducts review. The Fixture A byproduct is a Job Item which will show up on your Fixture quotes list. NOTES: NOTE: McCormick s Estimating System has both Job Assemblies and Permanent Assemblies that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo, Apartment, etc. could be built as an Assembly. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 3000 system to build Assemblies (Contd.) Page 14

15 1. Make sure the label bar still shows Base Bid, Lighting, and <none>. 2. Left Click Fixture B in the Job Assemblies window in the upper left corner of the screen. 3. Left Click REC CAN, SMALL INCAND in the Assemblies window in the lower left corner of the screen. 4. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. The ByProducts should appear as above. 5. Left Click Fixture C in the Job Assemblies window in the upper left corner (#2) of the screen. Left Click the Menu tab in the Assemblies window in the upper right corner of the screen. 6. Left Click on Fixtures, Incandescent, wall washer in the menu. 7. Left Click on the REC CAN WALL WASHR, SML in the Assemblies window in the upper right of the screen. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. Check the ByProducts to ensure they have transferred correctly. Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 1000 system to build Assemblies Page 15

16 Left Click the Build Toolbar button (the blue button shown above). 1. Left Click Fixture A in the upper left Job Assemblies window. 2. Left Click on the AddMode button in the upper left Assemblies window. When the AddMode button is depressed, a Transfer bar appears in the other window. 3. Left Click on the 2X4 TROFFER 4 LAMP in the upper right Assemblies window. 4. Left Click on the Transfer bar in that same window. 5. The How many of assembly (2X4 TROFFER 4 LAMP) would you like to add? window appears with a quantity of 1. Fixture A will only have 1 of these assemblies, so Left Click OK. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 1000 system to build Assemblies (Contd.) Page 16

17 6. The What would you like to multiply the byproducts constants by? window appears. The Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly Fixture A has zero Constants. One times zero equals zero. Left Click OK and the Constants will remain zero. 7. You have just built a Temporary Job Specific Assembly using the ByProducts (Items) from a Permanent Assembly in the 1000 System. The upper left Job Assemblies window shows these byproducts in the Byproducts review. The Fixture A byproduct is a Job Item which will show up on your Fixture quotes list. NOTES: NOTE: McCormick s Estimating System has both Job Assemblies and Permanent Assemblies that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo, Apartment, etc. could be built as an Assembly. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Using the 1000 system to build Assemblies (Contd.) Page 17

18 1. Make sure the label bar still shows Base Bid - Lighting. 2. Left Click Fixture B in the Job Assemblies window in the upper left corner of the screen. 3. Left Click the Menu tab in the Assemblies window in the upper right corner of the screen. 4. Left Click on Fixtures, Incandescent, light recessed in the menu. 5. Left Click REC CAN, SMALL INCAND in the Assemblies window in the upper right corner of the screen. 6. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. The ByProducts should appear as above. 7. Left Click Fixture C in the Job Assemblies window in the upper left corner (#2) of the screen. Left Click the Menu tab in the Assemblies window in the upper right corner of the screen. 8. Left Click on Fixtures, Incandescent, wall washer in the menu. 9. Left Click on the REC CAN WALL WASHR, SML in the Assemblies window in the upper right of the screen. Following the same procedures already outlined, Transfer one (1) Assembly to the Job Assembly. Check the ByProducts to ensure they have transferred correctly. Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Control/Insert or Takeoff Edit Enabled Page 18

19 Using Control/Insert or Takeoff Edit Enabled to modify the Fixture, Panel, and Feeder Assembly names, with ByProduct names that Match. NOTE: Left Click the Build button and the windows shown above will appear if the User has a 6000 system. If the User has a 4000 system the top 2 and lower left 2 windows will appear. If the User has a 3000 system the top 2 and lower left 1 window will appear. If the User has a 1000 system only the top 2 windows will appear. 1. Left Click on Fixture D in the Job Assemblies window. 2. Hold Down the Control (Crtl) key and Hit the Insert key. The left side of the Job Assemblies window will turn Yellow. This is the Control/Insert mode which allows typing on the left side of any Assemblies or Items window that has focus. The other way to do the same thing is to check Takeoff Edit Enabled in the ribbon. Doing a Control/Insert or unchecking Takeoff Edit Enabled will turn off the function. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Control/Insert or Takeoff Edit Enabled (Contd.) Estimating Tip: By using the keyboard shortcuts shown below, the temporary Fixture, Panel, and Feeder Assembly lists can be renamed in minutes using the keyboard only. Page 19

20 3. Hit the End key (on the keyboard), then Hit the Backspace key once and Type X. 4. Hit the Enter key and read the message. After reading the message, Hit the Enter key. 5. Left Click the new Fixture X and note that the ByProduct is now named the same. NOTE: Whenever a button has a black outline or dashed line around the text, it is the default button and pushing on the Enter button will be the same as Left Clicking on it with the mouse. 6. Left Click on the Menu tab in the upper right window and check the Close When Found box in the lower left corner of the Menu. Left Click on Fixtures, Emg/Exit and light exit in the Menu. Then Left Click on EXIT LIGHT, LED NI-CAD in the upper right window. 7. Left Click the AddMode button in the upper left Job Assembly window. Then Left Click the Transfer bar in the upper right window and transfer the EXIT LIGHT, LED NI-CAD into the FIXTURE X assembly as done with Fixtures A C. Step 3: Takeoff Building Job Specific Fixture and Panel Assemblies (Contd.) Control/Insert or Takeoff Edit Enabled (Contd.) With the Control/Insert or Takeoff Edit Enabled still active, scroll down to Panel 1 (line ) and Left Click, Hit the End key, the Backspace key, and A key. Then Hit the Enter key, and Hit the Enter key again. Repeat the process on Panel 2, renaming it to Panel B. Page 20

21 Remember, doing a second Control/Insert or unchecking Takeoff Edit Enabled will turn off the function. Left Click on the Menu tab at the bottom of the upper right window. In the Menu Left Click Equipment, Panel Board, panel 480v 3ph mcb. In the upper right window scroll to and transfer one (1) 400/42 480V PNL 3PH MCB Assembly to the Panel A Assembly. Left Click on the Menu tab at the bottom of the upper right window. In the Menu Left Click Equipment, Panel Board, panel 120/208v 3ph mcb. In the upper right window scroll to and transfer one (1) 200/42 120/208V PNL 3PH MCB Assembly to the Panel B Assembly. NOTES: Note: If the Menu is not wide enough, Left Click on the side and when the double arrow appears pulling left or right will change the width. Step 3: Takeoff Check the Label Bar at the top of the screen just below the tool bar buttons. The Labels should be set at Base Bid Power - <none> - <none> - <none> for a 6000 system, Base Bid Power <none> <none> for a 4000 system, Base Bid Power <none> for a 3000 system, and Base Bid - Power for a 1000 system. If the labels are set at anything else, Left Click on the pull down arrow next to the label that needs changing and select the proper label. Left Click on the (3) Takeoff button, and an Assemblies window, Takeoff Menu (Assemblies) window, and the Audit Trail window appears. Page 21

22 NOTE: If an Items window appears in place of an Assemblies window, Left Click on the Asm tab on the bottom and note that the Takeoff Menu (Items) window changes to a Takeoff Menu (Assemblies ) window. Estimating Tip: Headers in the Database are lower case and highlighted in gray, i.e., receptacles and Items and Assemblies are upper case, i.e., DUPLEX STD. Left Click on the Menu tab at the bottom of the Assemblies list unless the menu window is already showing. Uncheck the Close When Found box. Left Click Devices, Standard, and receptacles, left to right, in the Takeoff Menu (Assemblies) window. Scroll down to the DUPLEX STD in the left hand Assemblies window unless it s already selected. NOTE: The menu brings you to the Header for the type of Item or Assembly. You will have to scroll down to find the Item or Assembly you are looking for. Left Click the DUPLEX STD in the left hand Assemblies list. In the white box just below the C-Probe Button Enter the quantity 63 and hit the Enter key. Note that 63 DUPLEX STD receptacles have been put into the Audit Trail. Look at the Audit Trail and be sure to check that the right Items/Assemblies go into it. The last Items/Assemblies will be at the top. Left Click the DOUBLE DUPLEX STD and in the white box just below the C-Probe button Enter the quantity 1, hit the Enter key, and check the Audit Trail as above. Note that the takeoff is entered at the top of the Audit Trail. Left Click on the Menu tab at the bottom of the Assemblies list unless the menu is already open. Left Click Telephone, and then telephone in the Takeoff Menu (Assemblies) window. Then Scroll down and Left Click the left hand row selector next to the TEL, WALL 3/4 RISER. Step 3: Takeoff (contd.) In the white box just below the C-Probe Button Enter the quantity 38 and hit the Enter Key. Note that 38 Tel, WALL 3/4 RISER outlets have been put into the Audit Trail. Estimating Tip: Left Clicking the Item or Assembly tab at the bottom of the Item or Assembly list toggles between the Item and Assembly lists. Enter the following takeoff using the Takeoff Menu Assemblies and the Assemblies takeoff list. *In this column I stands for Items and A stands for Assemblies. I/A* Takeoff Menu Item/Assembly list Qty A Telephone - telephone TEL, OUTLET 3 Page 22

23 A Devices Tele-Power Pole - tele-power pole TELE-POWER POLE 6 A HVAC Rooftop Heat Pumps - 60AMP 3PH 600V ROOFTOP HEAT 3ph 600v rooftop heat pump int sw PUMP 6 A Devices Standard switch standard SP STD 1 A Equipment Transformer transf 3ph 480v- 75 KVA TRANSF 3PH /208V 120/208v dry floor FLR 1 A Feeder w/constants EMT D/S, Strap 4 #500 & 1#3 3" EMT D/S STRAP n500 emt d/s strap const CONST 36 A Branch EMT D/S, Strap 2 #12 1/2" EMT D/S STRAP 538 n12 emt d/s strap A Same as above 3 #12 1/2" EMT D/S STRAP 508 A Same as above 4 #12 1/2" EMT D/S STRAP 437 A Same as above 6 #12 1/2" EMT D/S STRAP 108 A Branch EMT D/S, Strap 3 #6 3/4" EMT D/S STRAP 478 n6 emt d/s strap Step 3: Takeoff (contd.) Left Click on the Perm/Job Tab on the lower right of the Takeoff Assemblies Window. Left Click and Scroll down to the Panel A (line ) in the upper left Job Assemblies window, and Takeoff one each of the Panels listed below. *In this column I stands for Items and A stands for Assemblies. I/A* Takeoff Menu Item/Assembly list Qty A (Job Specific Database) Panel A 1 A (Job Specific Database) Panel B 1 Page 23

24 The Takeoff for the Label Set Base Bid Power <none> <none> <none> for the 6000 System, or Base Bid Power <none> <none> for the 4000 System or Base Bid Power <none> for the 3000 System and Base Bid - Power for the 1000 System is now done. You have finished the takeoff of the Power plan and will now do the takeoff of the Lighting. NOTES: Step 3: Takeoff (Contd.) Page 24

25 Now you may continue your takeoff of the lighting portion of this Estimate, by taking off the lighting fixtures, devices and the branch wiring. You need now to change your Label Set to Lighting. 1. Left Click on the pull down arrow next to the label Power in the second column and select the label Lighting. This is a way to break the Estimate into other areas for material delivery, labor breakouts, etc. NOTE: For the 1000 System users, change the Label to Base Bid - Lighting. 2. Left Click the Perm/Job tab in the upper left Assemblies Takeoff window. 3. When it changes to a Job Assemblies Takeoff window Left Click Fixture A in the Job Assemblies List 4. Type 69 on the keyboard, and Hit the Enter key. 5. Note that 69 Fixture A have appeared in the Audit Trail. Left Click Fixture B in the Job Assemblies List, Type 12 on the keyboard, and Push the Enter key. Note that 12 Fixture B have appeared in the Audit Trail. Step 3: Takeoff (Contd.) Page 25

26 Left Click Fixture C in the Job Assemblies List, Type 5 on the keyboard, and Push the Enter key. Note that 5 Fixture C have appeared in the Audit Trail. Left Click Fixture X in the Job Assemblies List, Type 3 on the keyboard, and Push the Enter key. Note that 3 Fixture X have appeared in the Audit Trail. Left Click the Perm/Job tab in the upper left Job Assemblies Takeoff window. Enter the following takeoff using the Takeoff Menu Assemblies and the upper left Assemblies takeoff list. *In this column I stands for Items and A stands for Assemblies. I/A* Takeoff Menu Item/Assembly list Qty A Devices Standard switch standard SP STD 13 A (Note: Scroll down to 3W switches) 3W STD 8 A Devices Standard dimmer 1000W 1P DIMMER 3 A Branch EMT D/S, Strap 2 #12 1/2" EMT D/S STRAP 838 n12 emt d/s strap A Same as above 3 #12 1/2" EMT D/S STRAP 430 A Same as above 5 #12 1/2" EMT D/S STRAP 92 A Same as above 6 #12 1/2" EMT D/S STRAP 42 The Takeoff for the Label Set Base Bid Lighting <none> <none> <none> for the 6000 System, or Base Bid Lighting <none> <none> for the 4000 System or Base Bid Lighting <none> for the 3000 System and Base Bid - Lighting for the 1000 System is now done. You are now ready to go to step (4) Extend. NOTES: Step 4: Extend Page 26

27 Estimating Tip: Extending is the process of sorting your takeoff, looking up both the chosen labor hours and material prices in the database and creating totals based on the preset formulas in the extension report. Click on the (4) Extend button to open Extension. Note: When first opened all the Labels are checked and all the Extensions have all the parts. Step 4: Extend (Contd.) Left Click on the Labels tab as shown above and below to view and check the labels needed. Page 27

28 1. The Labels Tab was Left Clicked on. 2. The Labels to Extend by may be selected here. 3. Left Click the Material Tab. 1. Check that the Base Bid Extension is the one marked. 2. Check that the Material Tab is the one marked. 3. Left Click on the Send to Summary Icon. 4. When the Base Bid has been sent to Bid Summary and has been locked to protect your work. Message appears Left Click the OK button. Page 28

29 Now your Base Bid Takeoff has been sent to the Bid Summary. Step 5: Bid Summary 1a. Left Click on the Summary icon in the ribbon, or 1b. Left Click on the (5) BidSum toolbar button. The Bid Summary window will appear. This is the Top Sheet as the Top Sheet tab in the lower left corner indicates. The tabs across the bottom are how you move around the Bid Summary window. 2. Note the Red border in the upper left corner and the background on Sell Price to the right of the window. 3. Note the box checked in the R column to the left of Labor. This is indicating that the Labor Amount hasn t been calculated yet. We ve only extended dollars and hours. 4. Note the information sent by the extension in the lower left corner of the Top Sheet. This includes the Material, Adj Material, Hours and Adj Hours. The Adj Material and Adj Hours may be modified manually. 5. The highlighted line is the current Bid Summary being completed. 6. Once you have checked the Top Sheet, Left Click on the Labor tab and the form changes to the Labor entry form. Page 29

30 Step 5: Bid Summary (Contd.) 1. Ensure you are focused on the line Base Bid, in the lower left corner of the window. 2. 2a shows the Labor hours that came from the Extension and 2b shows any remaining or added Labor hours. 3. Left Click J/Mn Wir under Labor Class in the upper left corner of the Labor form and Left Click the Big Black Arrow next to the groups button. 4. Note that the J/Mn Wir is brought to the right side of the window. 5. Replace the 0 in the % Total column in the J/Mn Wir row with 100 and hit the down arrow key on the keyboard Notice the Remaining field should now show zero, as you just distributed 100% of the hours. 6. Notice the dollar amount in the Total line in the lower right corner of the window. This is the amount that will be sent to the Top Sheet for this Summary. 7. Left Click the Tax tab on the bottom of the Bid Summary Window. Page 30

31 Step 5: Bid Summary (Contd.) 1. Insure that Base Bid is still marked in the lower left corner under Summary. 2. Left Click Materials in the list and Enter 6.5 in the % Tax Rate column. Check that the Tax dollar amount (.065 * Material Dollars) is in the Tax $ column. 3. Left Click Supplier Quotes in the list and Enter 6.5 in the % Tax Rate column. The Quotes haven t been entered yet so the Tax dollars don t show. 4. The total tax dollars will show here and on the Top Sheet. 5. Left Click the Quotes tab on the bottom of the Bid Summary Window. Estimating Tip: If the Taxable Amount does not show up in one of the Tabbed columns, the T (Tax) box for those Items (Quotes, etc.) was not checked. Page 31

32 Step 5: Bid Summary (Contd.) 1. Left Click Base Bid in the lower left corner under Summary unless it s already marked. 2. Left Click Switchgear in the list on the right. 3. Check the T box to apply the tax. 4. Enter $1,775 in the Unit column. 5. Check that the amount of $1, is in the Dollars column. Also Add $ and check the T box in the Fixtures row. 6. Note the dollar amount in the Total line in the bottom right of the window. This is the amount that will be sent to Top Sheet. Estimating Tip: Note that even though the tabs Quotes, SubCont, DJE, and Eq Rental are different, the form type is the same, only the information in the form changes. 7. Left Click the Top Sheet tab on the bottom of the Bid Summary form. NOTES: Page 32

33 Step 5: Bid Summary (Contd.) 1. Ensure that Base Bid is still marked in the lower left corner under Summary. 2. Enter 10 in the space to the right of Adjust Overhead and Left Click the % button. Notice that 10% is added for all the costs in the upper left Overhead area. 3. Enter 10 in the space to the right of Adjust Profit and Left Click the % button. Notice that 10% is added for all the costs plus Overhead in the upper left Profit area. 4. The Overhead, Profit, and Total Return percentage are shown here. 5. The final Sell Price is shown here. Notes: Page 33