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06. Make an estimation

There are two types of cost type libraries. The cost types in the default cost type library can be used for any project. The project cost type library is specific for one estimation. Lets first have a look at the project cost type library of this project / estimation. Select in the menu bar: System > Project cost type library.

We see that the project cost type library is empty. When you make an estimation, you select cost types from the default cost type library. Then they are copied to the project cost type library. Lets see what the project cost group library looks like. Select in the menu bar: System > Project cost group library.

The project cost group library is also empty. When a cost type is copied from the default cost type library to the project cost type library, the cost group is also copied from the default cost group library to the project cost group library. Lets go back to the estimator view. Click on the home button. Or select in the menu bar: System > Estimator.

Now enter at the first row:
number: 1
description: EARTH WORK
quantity: 0 (Already there.)
price: 0.00 (You cannot change this field. It is calculated by the substantiation part.)
total: 0.00 (You cannot change this field. It is calculated by: quantity x price.)
status: S (S Stands for Section. You can select the status by pressing ALT-ENTER in the field and then DOWN or UP.)

Enter the next row in the estimation:
number: 10
description: Excavation 1
quantity: 1000
unit: m3
status: V (V Means that this is a quantity to be calculated with.)

As you will see, a section cannot have a substantiation. A specification can. As you see, the substantiation form has buttons with which you can enter data.
We enter some extra rows:
number: 20
description: Excavation 2
quantity: 2000
unit: m3
status: V
number: 30
description: Excavation 3
quantity: 10000
unit: m3
status: V
number: 2
description: EXTRA EARTH WORK
quantity: 0
unit:
status: S
number: 10
description: Excavation 1
quantity: 100
unit: m3
status: V
number: 9
description: OVERHEAD AND PROFIT
quantity: 0
unit:
status: S
number: 10
description: Overhead
quantity: 1
unit:
status: V
number: 20
description: Profit
quantity: 1
unit: 
status: V

Now it is time to enter a substantiation. Select number 10, description Excavation 1. Use CTRL-UP or CTRL-DOWN to select: specification part, note part or substantiation part. The thin red line surrounding the part, indicates the part that has focus.

Click on the d button to select a default cost type.

Select the 2030 track hoe by clicking the check mark button next to it.

Now lets select the next cost type for our substantiation. Click on the d button to select a default cost type. Another alternative route is using ALT-D, but focus must be in the lower part. Or of course move the cursor to the d-button in the lower part and use ALT-ENTER.

Select the 1050 track hoe operator by clicking the green check mark button next to it.

Complete the substantiation now with:
2010 dozer
1060 dozer operator
2000 wheel truck
For a quick entry, you can also type the numbers 2010, 1060, 2000 in the number fields. Maybe try this first now. Start with 2010 in the field below 1050. And then continue. This will automatically copy the cost types from the default cost type library to the project cost type library.

After completing the substantiation we will have a look at the project cost type library. Select in the menu bar: System > Project cost type library.

You see that the trash bin button is disabled. That is because they are in use for this project. You cannot delete these cost types because they are in use. They are also red, so that you know you cannot delete them. There is also only one column with buttons. These visible, but disabled buttons are those of the trash bin. But the column with validate buttons is now not visible. This is because we moved to the project cost type library with the menu and not with one of the p-buttons in the substantiation part of the estimator view. They only become visible if we want to select a project cost type from the estimator view.
Go back to the estimator view, use now the home button (instead of: select in the menu bar: System > Estimator). This is much easier.

Add now two times 2000 wheel truck form the project cost type library and 7000 dump fee from the default cost type library. Click on the p button to select project cost type in the project cost type library. Or the alternative route is: make sure focus is in the substantiation part and press ALT-P.

Select the 2000 wheel truck cost type by clicking the green check mark button next to it. The column cost total sums the total for specific cost types in this estimation. In the project cost group library you can see the totals for cost groups.

Click on the p button to select a project cost type.

Select the 2000 wheel truck cost type by clicking the green check mark button next to it.

Click on the d button to select a default cost type.

Select the 7000 dump fee cost type by clicking the green check mark button next to it.

Lets ad a note to this specification. Enter the next text in the note form. Move to the note part with your mouse and left click or use CTRL-UP. (An alternative route is: CTRL-2. CTRL-1 For the specification part, CTRL-2 for the note part, CTRL-3 for the substantiation part and CTRL-4 for the spreadsheet part. CTRL-4 will only work if the spreadsheet part is already opened.)
driving distance 20 miles
20 miles / 20 miles/h = 1 h
waiting = 2 x 0.25 h = 0.5 h
1 h + 0.5 h + 1 h = 2.5 h

To finish this substantiation we enter the number of units we use and the production each cost type delivers for the number of units used.
2030 8 units; production 1000 
1050 8 units; production 1000
2010 8 units; production 1000
1060 8 units; production 1000
2000 1 units; production 10
2000 0.5 units; production 10
2000 1 units; production 10
7000 1 units; production 1

Select: 20 Excavation 2. Use your mouse to select the specification, left click. Or use CTRL-1 to select the specification part. DOWN to go to the specification 20 Excavation 2. 9 Times right and ALT-ENTER on the copy library button.

Select the copy button. To copy a substantiation for this specification.

Select the project from which you want to choose a substantiation. The right project is in this case already selected. Next select the specification you think it contains a suitable substantiation. Use your mouse to select the specification, left click. Or use CTRL-DOWN or CTRL-UP to select the right part and next select the correct specification with UP or DOWN.

If this is the substantiation you want. Click the green check mark button.

Edit the values for the substantiation:
2030 8 units; production 1200
1040 8 units; production 1200
2010 8 units; production 1200
1060 8 units; production 1200
2000 8 units; production 1200
2000 0.25 units; production 10
2000 2 units; production 10
7000 1 units; production 1

Select specification 30 Excavation 3 with your mouse, left click.

Click on the copy button for this specification.

Select the project and the specification with your mouse, left click. So you can see the substantiation.

Click on the green check mark button to copy the substantiation to your estimation.

We now want to copy a specification instead of a substantiation. The substantiation comes with the specification as you will see. Select row 2 EXTRA EARTH WORK.

Click on the insert button in the toolbar.

Click on the copy button on the toolbar.

Select specification 30 with your mouse. Left click.

Click on the copy button in the toolbar.

Edit the row to your desire:
40 Excavation 4 20000 m3

Select two specifications: 2 EXTRA EARTH WORK and 10 Excavation 1.

Click on the delete button.

Select 10 Overhead.

Click op the d button in the substantiation form.

Click on the insert button.

Enter a default cost type:
number: 9000
description: overhead
price: 1
unit: dollar

Click on the insert button.

Click on the stop button. (This is not necessary.)

Click on the green check mark button next to 9000 overhead.

Enter the following values:
price: 631471 - 1 = 631470
units: 0.03

Select the specification 20 Profit.

Select again the d button for another cost type.

Click on the insert button.

Enter:
number: 9500
description: profit
price: 1
unit: dollar

Click on the insert button in the insert form.

Click on the stop button.

Select the row with 9500 profit.

Click on the green check mark button to select the cost type.

Change the values:
price: 650415.10 - 1 = 650414.10
unit: 0.05

So... Now you are ready with your estimation.