CVL608

1. CVL608 Item takeoff

2. Review • What type of information is stored in the PES.DAT • phases, subcontractors, addons, formulas and material classes • What is the difference between Group Phase and Regular Phase? • group phase is the highest level of the database, represent a general work category, and help organize regular phase and items • regular phase represent types of work and or material

3. Review • What are variables and, how do you place them into a formula? • variables are values you specify during takeoff, what the computer ask the estimator and they are inserted NOT typed into a formula • What do the last two numbers mean when using the Roundto function as part of a formula? • 1st number : direction to round to • 2nd number : how much to round by

4. Review • There are 2 main parts when creating an item, what are they? •   item information and cost category • What is the maximum number of cost categories that can be setup for an item at one time?  • 5 • True or false, an item code can have numbers and or letters?  • true

5. Review • What are the 5 characters that can not be used by themselves in an item code? •   L, M, E, S, O • If the takeoff unit and order unit are not the same, what must you setup?  • conversion units / productivity • What does the link button do?  • allows the linking of items together for fast price editing to several items at once 

6. Review • What is the difference between the copy and prefill option when creating an item, formula or variable? • copy lets you select from a list to copy from • prefill takes the information from the last completed screen and uses it to created a new one

7. New Estimate Setup • When you start a new estimate you will be prompted for:  • estimate file name • folder in which to setup the estimate • should be the same as the database folder

8. Estimate information • the next window is used to store reference information about a particular estimate • your entries are used for the following purposes: • to provide information you can include on the cover pages of estimate reports • to specify the job size, duration • to define MWBE business requirements (optional) • to set up sorting sequences for the spreadsheet (optional)

9. Estimate takeoff sheet • when you pick OK it will take a few moments to produce the files and setup the default spreadsheet ready for takeoff

10. Spreadsheet • the estimating spreadsheet is your estimate • it presents the items, quantities, and dollar amounts that make up an estimate • because the estimating spreadsheet is disk-based, your estimates are saved automatically as you work

11. Spreadsheet setup • you can customize the "look and feel" of the spreadsheet to meet your needs: • display the spreadsheet in another order by picking one of the tabs at the bottom of the spreadsheet • (e.g., takeoff order, assembly, ….) • change the size of the columns, and turn them on or off • change the fonts and colors used on the spreadsheet • collapse or expand the spreadsheet details • save your favorite spreadsheet layouts for future use

12. Performing takeoff • there are four ways to takeoff items • item takeoff • quick takeoff • assembly takeoff   • one time item takeoff

13. Item takeoff • item takeoff is a convenient way to take off groups of items and quickly calculate their takeoff quantities • after selecting item takeoff the item list will be displayed allowing you to select the items required and enter the dimensions for takeoff • after entering all your dimensions and making multiples passes pick OK to send the quantities to the spreadsheet • you can have as many passes as required in one item takeoff session • you must pick close  to end the item takeoff session

14. Quick takeoff • quick takeoff is a fast, easy way to get items into your estimates • after selecting quick takeoff the item list will be displayed allowing you to select the item required and will place it in the spreadsheet with no quantities,if there is no check mark • to enter quantities right pick on the quantity field for that item in the spreadsheet and from the popup menu select either the formula or calculator to input dimensions

15. One Time Takeoff • one-time items are items that do not already exist in your database • they may be unusual items that you want to include in an estimate without first having to set them up in the database

16. Estimate totals • the Totals window opens showing the totals for each cost category, totals for each addons, subtotals, and total cost of the estimate • the total window displays only the cost categories 

17. Estimate totals • to include the addons you must add them to the total window

18. Assignment • Perform as per online information in Blackboard week 03