c301- integration of estimating and planning -...

C301- Integration of

Estimating and Planning

Course Notes

DW/EDA - May 2007

Integration of Estimating and Planning

ii.

Table of Contents

Chapter 1. Candy User Interface .......................................................................................................1

1.1 Candy Navigation...................................................................................................................................................1 1.2 Document Navigation..........................................................................................................................................2 1.3 Menu Functions ......................................................................................................................................................3 1.4 Customising the System......................................................................................................................................3 1.5 Fonts ............................................................................................................................................................................3 1.6 Folders and Paths...................................................................................................................................................4 1.7 Documents................................................................................................................................................................5 1.8 Mouse Functions ....................................................................................................................................................5 1.9 Simple Keystrokes..................................................................................................................................................6 1.10 Combination Keystrokes .....................................................................................................................................7

Chapter 2. Introduction .....................................................................................................................8 2.1 Three methods of linking bills and programs............................................................................................9

Chapter 3. Establishing the link ......................................................................................................10 3.1 Program from a BOQ......................................................................................................................................... 10

Chapter 4. View and edit the links..................................................................................................12 4.1 Editing the links between the bill and the program............................................................................. 12 4.2 Customise Document 3.2 Barchart with BOQ Allocations................................................................. 14

Chapter 5. Estimate Resource Histograms.....................................................................................15

Chapter 6. Budget Forecasts ...........................................................................................................16 6.1 BOQ with Budget Forecast.............................................................................................................................. 16 6.2 BOQ with Client’s Forecast Budget.............................................................................................................. 16 6.3 Forecasting the BOQ Quantities ................................................................................................................... 17 6.4 Forecasting the Program ................................................................................................................................. 17 6.5 Program with Claim Schedule........................................................................................................................ 18 6.6 BOQ with Resource usage forecast ............................................................................................................. 18 6.7 Cost code Budget Forecast ............................................................................................................................. 19 6.8 Bill Code Budget by Cost Code..................................................................................................................... 20

Chapter 7. Methods to verify items are fully linked.....................................................................21 7.1 Over/under allocations ..................................................................................................................................... 21 7.2 Estimate Histogram............................................................................................................................................ 22

Chapter 8. Reporting .......................................................................................................................23 8.1 BOQ with Budget forecast............................................................................................................................... 23 8.2 BOQ with Client’s Forecast Budget.............................................................................................................. 24 8.3 BOQ with Resource Usage Forecast............................................................................................................ 24 8.4 Program with Nett Forecast............................................................................................................................ 24 8.5 Barchart with client’s budget forecast........................................................................................................ 25


iii.

Chapter 9. Histogram Reports ........................................................................................................26 9.1 Estimate-linked Histogram Nett S-Curve.................................................................................................. 26 9.2 Estimate-linked Histogram Selling Curve ................................................................................................. 26 9.3 Numeric Estimate-linked histogram –Nett Totals................................................................................. 27 9.4 Numeric Estimate-linked histogram –Selling Totals ............................................................................ 27 9.5 Numeric Estimate-linked Histogram Nett Split...................................................................................... 28 9.6 Numeric Estimate-linked Histogram Sell Split........................................................................................ 28 9.7 Estimate-linked labour Histogram............................................................................................................... 28

Chapter 10. Cashflow.......................................................................................................................29 10.1 Create new Cashflow ......................................................................................................................................... 29 10.2 Import Cashflow data from Estimate link to program ........................................................................ 29 10.3 Cashflow data ....................................................................................................................................................... 30 10.4 Cashflow Settings................................................................................................................................................ 31 10.5 Calculate the Cashflow...................................................................................................................................... 35

Chapter 11. Progress........................................................................................................................36 11.1 Valuation Setup and Program TimeNow .................................................................................................. 36 11.2 Program Update .................................................................................................................................................. 37 11.3 Update valuation and allocated quantities .............................................................................................. 37 11.4 To-Date forecast budget.................................................................................................................................. 38

Chapter 12. Estimate linked to an existing Program....................................................................39 12.1 Create a Simple program................................................................................................................................. 39 12.2 BOQ with Barchart allocation (method 1 for the linking process) ................................................. 40 12.3 Barchart with BOQ allocations – (method 2 for the linking process)............................................ 41


1.

Chapter 1. Candy User Interface The Candy user interface consists of four main sections namely: Title bar, Application Tabs, Application Menus & Toolbars.

1.1 Candy Navigation

Candy button To select the job manager, system settings and to exit the software

System toolbar Job manager and system settings toolbar buttons

Title Bar Displays the company and job you are working in

Current Job Displays the job you are working in

Candy version Displays the software version installed on the computer

Application tabs To select the application you want to work with

Application menu Displays the menus of the application selected

General menu Menu for general utilities including telephone list, daily dairies, card games, etc.

General toolbar Displays general tool buttons for use on all applications

Application toolbar Displays shortcuts specific to the application selected. This tool bar changes when a different application tab is selected

Customise Toolbar To select the toolbar buttons displayed on the different toolbars


2.

1.2 Document Navigation

Do this

Open Bill of Quantities by clicking Documents>Estimating Documents. Select 1.1 Bill of Quantities.

Document Title The name of the document layout.

Split screen buttons

Resizes the document to the top or bottom half of the screen.

Escape Go back to the document manager

Document menu The menus available for this document

Document toolbar Tool buttons for larger or smaller screen fonts, line deletion, find & replace, export to Excel and print screen.

Select all records button

Selects all records in the Bill of Quantities.

Function Buttons These buttons relate to the function keys on the keyboard. Namely; Calculate (F12), Worksheet (F11) and Go to Page (F10). NB: If the rates and heading totals require re-calculation, click the red calculate button.

Record selector Selects the entire record.

Column Selector Selects the entire column.

Page Navigation Buttons

Scrolls between different pages namely; first page, previous page, next page and last page of the bill.


3.

1.3 Menu Functions

The menu functions in Candy are context sensitive; therefore, specific tasks can be performed in a cell, record, or column by right clicking for additional options.

1.4 Customising the System

The (yellow gear) icon (or right-clicking on the Candy desktop, enables desktop customisation.

1.5 Fonts

Change the font, style and size for various areas of the system. You may find that the view is limited in a document, for example the Bill of Quantities, and may need to adjust your fonts later.


4.

1.6 Folders and Paths

This sheet holds various folder paths used by Candy. The paths may be entered manually or located by using the Browse button.

Common back up - the path to the folder used for Common backups and Multi-User data.

Network archives - the network path to the folder used for each user’s Archive backup.

Candy network master - the Candy Master Jobs folder path.

Microsoft Excel - the path pointing to Excel for exporting Candy data directly to Excel.


5.

1.7 Documents

Colours can be selected for cursors and input fields on documents and level headings.

Number format, Macro keys, Keyboard

The other selections on the System Setting dialog are:

Number formatting -options to select, U.S format or the European format to display and print numbers.

Macro Keys - A macro is a series of tasks and instructions that you group together as a single command to accomplish a task automatically.

Keyboard - used for controlling the cursor direction on documents and options on text input.

1.8 Mouse Functions

Note: This table assumes that the mouse buttons are configured for a right-handed user.

Mouse action Function

Left-click On an Active Document - moves the cursor line to and positions the editing cursor at the mouse pointer. On an Inactive Document - Turns the document Active and acts as above.

Right-click On an Active Document calls up the context menu.

Double Click Fetch another document, i.e.: Double Click on a Nett Rate calls up the Worksheet.


6.

Row Record +Left-click

Select a line of data for Dragging and Dropping.

Row Record Shift+Left-click

Marks the Start and End of a Range of records for Dragging and Dropping.

Alt+Left-click Set an Alternate document.

1.9 Simple Keystrokes

This is a list of the major Editing and Cursor Movement Keystrokes, with a brief explanation of the function, and the equivalent Icon if available.

Shift+Esc(ape) Returns to the job selector

Esc(ape) Returns to the company selector

Scroll Lock (Ctrl+Tab)

Moves the document currently on top of the pile behind all other documents.

Ctrl+insert Inserts a space at the cursor position

Ctrl+Del Deletes the character at the cursor

Tab Move the cursor from Field to Field. Shift+Tab jumps backwards.

Home Cursor goes to Left Edge of current field.

Page Up Cursor to Top line of the Screen, or if already at the top of the screen, scrolls a full screen up.

Page Down Cursor to Bottom line of the Screen, or if already at the bottom of the screen, scrolls a full screen down.

Arrow Left Move cursor one character to the left.

Arrow Right Move cursor one character to the right.

Arrow Up Move cursor Up one line.

Arrow Down Move cursor Down one line.

Enter Normally moves the cursor to the first field of the next line. If the direction for Enter has been set, then the cursor is moved accordingly.


7.

1.10 Combination Keystrokes

A combination keystroke involves holding down the Ctrl, Alt or Shift key and using another at the same time. These keystrokes will generally perform the same function if used anywhere in the System.

Ctrl+Del(ete) Delete the current Line

Ctrl+Insert Insert a Line above the current line

Ctrl+Page Up Position the cursor on the very top line of a document

Ctrl+Page Down Position the cursor on the very bottom line of a document

Ctrl+Enter Split the line at the cursor position

Ctrl+Backspace Bring text up from the line below and place it at the cursor position - i.e. un-split

Ctrl+Left-arrow Bubble Up - move the current line up

Ctrl+Right-arrow Bubble Down - move the current line down

Ctrl+Up-arrow Close into a Family, if there is one

Ctrl+Down-arrow Open a Family one level

Shift+Ctrl+Down-arrow

Open All levels in the family

Ctrl+Space Bar Open All Families completely

Shift+Ctrl+Space Bar

Close All Families completely

Ctrl+R Pick Up the current Line

Shift+Ctrl+R (Ctrl+D)

Drop (insert) Lines picked up using Ctrl+R at the current line

Ctrl+U Turn current line to UPPERCASE letters

Ctrl+L Turn current line to lowercase letters

Ctrl+T Turn current word to Proper case

Ctrl+K Copy the Field above

Shift+Ctrl+K Copy the Word above and position cursor for the next word

Ctrl+J Copy the Field above and Jump Down to the line below.

Ctrl+End Clear the line from the cursor position to the end of the current field.

Alt+Del Close the Top Document.

Shift+Alt+Del Close All Documents.

Ctrl+Z Usually reinstates the current line. If a mistake is made on a line, Ctrl+Z will re-display the line as it was before the mistake was made. As soon as the cursor is moved off the line, the line is stored and cannot be reinstated.


8.

Chapter 2. Introduction When starting the integration process, items from the candy bill of quantities can be allocated to activities in the Candy Program. The integration process generates an accurate forecast cashflow for the project, forecast for bill items, individual candy resources, or candy cost codes. Any changes to the program or the estimate will affect the forecast.


9.

2.1 Three methods of linking bills and programs

Depending on the information and time available the link can be established using the following three methods.

BOQ PROGRAM

BOQ PROGRAM

PROGRAM BOQ

The Estimator needs to create a cashflow/forecast – Not the best method, but is quick and fairly accurate. A BOQ is not an indication of how the work is to be done but only a measurement of the work. Civil bills are more activity based. This process automatically links the bill items to the activities

This can be time consuming but is the most accurate. The Candy estimate includes the money/resource, and the program includes the activity durations and sequence

E.g. Design and build where a BOQ can be priced and created from a program. This process automatically links the activities to the bill items


10.

Chapter 3. Establishing the link

3.1 Program from a BOQ

Do this:

Recover the Tender BOQ and Program job from the CD Access the Candy BOQ structure to analyze the following (heading levels, item numbers, nett rates and worksheets) Go into Planning and create a new program called BOQ Import and access the Standard Barchart view Activities in the program can be made from bill item descriptions and bill section headings Three options to make activities are available when importing a BOQ, namely: At section headings above bill items At section level __

For every bill item

Do this:

Open the Standard Barchart by selecting Documents > Planning Documents> 1.1 Standard Bar Chart

Import the estimate bill by clicking Estimate >Import Estimate Bill, select option at section headings above bill items

BOQ PROGRAM The Estimator needs to create a cashflow/forecast – Not the best method, but is quick and fairly accurate. A BOQ is not an indication of how the work is to be done but only a measurement of the work. Civil bills are more activity based. This process automatically links the bill items to the activities


11.

Note: the activities (5 day duration default) and headings created.

Do this: Ignore the Preliminaries and General, Bubble Concrete after Reinforcement and adjust the durations as per the screen below.

Do this:

Add end to start logic links between activities A060 to A140 by selecting the activity range using, shift click and right click on the selected activities, select link, and select link end to start.


12.

Chapter 4. View and edit the links

As described earlier, the bill items are automatically linked to the activities, thus, should a rate of a BOQ item change, the value on the activity to which it is linked will change. Two views exist in the link and forecast application. These views can be used to see and edit the linked data, namely:-

4.1 Editing the links between the bill and the program

Do this: Access the link and forecast application select documents>link and forecast documents.

Open document 3.1 BOQ with Barchart allocations.

BOQ

BOQ

PROGRAM

PROGRAM

3.1 BOQ with Barchart Allocations. This document may be used to link activities to the Bill items.

3.2 Barchart with BOQ Allocations. This document may be used to link Bill Items to activities.


13.

Do this:

Bill Items 3/A to 3/J are linked to activity A060. The start and end offsets are used to adjust the allocation of the Bill Items quantity on the activity.

Do this: Change the offsets for clear site to 0 – 20% and Excavate to Bulk to 20% - 80% by entering the % offsets in the relevant columns.

Do this:

Open Document 3.2>Barchart with BOQ Allocations. Adjust the offsets for the rest of Earthworks items using the activity list and the Planning tool.

3/A will happen over the first 20% of the duration

3/B will happen over the next 60% (20% - 80%).

3/C to 3/J will happen over the remaining 20% (80% - 100%)


14.

4.2 Customise Document 3.2 Barchart with BOQ Allocations

It is ideal to add the activity description and over/under allocated columns to Document 3.2. Note; that new activities can be created and bill items linked thereto by adjusting the allocated qty or removing a bill item that was linked to a generated activity and re-linking it to the new activity Note: the over/under allocated qty column can be used as a flag to verify if all the Bill Items has been linked to the program

Do this:

Duplicate Document 3.2 Barchart with BOQ Allocations and rename it to 3.2a Barchart with BOQ Allocation (Act Descrip) and customise the document to add the following columns 2.3 Activity description

17.17 Over/Under allocated qty


15.

Chapter 5. Estimate Resource Histograms On the Standard Barchart a screen histogram can be done using an Estimate resource

Do this:

Select view 2.1 Standard Barchart, select Histograms >Estimate Resource, and on the estimate resource selection, select (2211) Labourer

The green histogram line represents a histogram for resource Labourer.

The Histogram Type can be changed to show daily or cumulative values

Do this: Click Histogram > Histogram type to adjust the histogram between daily or cumulative values and histogram style


16.

Chapter 6. Budget Forecasts

6.1 BOQ with Budget Forecast

Do this:

Select Document 4.1 BOQ with Budget Forecast. This document includes the nett billed amount and nett forecast amounts and, therefore, reflects the internal budget forecast.

6.2 BOQ with Client’s Forecast Budget

For client payments (selling rates), i.e the forecast claimed amount for each month, therefore, reflects what the client must budget for.

Do This: Duplicate Document 4.1 and rename to 4.1a BOQ with Client’s Forecast Budget and customise to include 8.4 selling amount and 9.4 monthly selling amounts columns.


17.

6.3 Forecasting the BOQ Quantities

Additionally, the Bill quantity may be used to view the Forecast budget

Do this: Duplicate the previous document and rename to 4.1b BOQ with quantity forecast and customise to include 9.1 Monthly quantities column.

6.4 Forecasting the Program

Do this:

Select Document 4.2 Program with Forecast. This document shows the monthly nett values for each program activity.


18.

6.5 Program with Claim Schedule

Do this:

Duplicate Document 4.2 Program with forecast and rename to 4.2A Program with Claim Schedule and customise to include 17.15 Activity selling amount and 17.16 Activity monthly selling amounts columns. This could be used when a client pays once a certain value is completed or at a specific time in accordance with the progress, New Engineering Contract (NEC).

6.6 BOQ with Resource usage forecast

Do this: Select Document 4.3 BOQ with resource usage forecast This document shows the total resource usage for each bill item and the resource usage forecast (Resource budget). Tab between the month columns to look at the months off screen.


19.

6.7 Cost code Budget Forecast

By allocating a Cost code to each simple resource in the BOQ, a cost code forecast budget may be analysed in Document 4.5 Cost code budget. Note: the Candy cost code should be the same as the accounting cost code. Your company can now forecast your cost code budget

Do this: Select Document 4.5. Cost code budget


20.

6.8 Bill Code Budget by Cost Code

The Cost code budget may be sub-divided into various locations. By allocating Bill codes to the relevant BOQ Items, the a cost code forecast budget is sub-divided into various locations in Document 4.4 Bill code budget by cost code.

Note: The Document Manager is global and thus, documents in the Document Manager are, available for any and job.


21.

Chapter 7. Methods to verify items are fully linked For an accurate forecast budget, it is crucial that all Bill Items within the BOQ is linked to the program. Various methods may be used to verify that all Bill Items have been fully allocated.

7.1 Over/under allocations

Do this: Select document 3.1 BOQ with Barchart Allocations. To verify if the total bill quantity has been allocated, ensure the Bill allocated quantity difference column is blank. A filter may be used to filter out any over/under allocated quantities.

Do this: Select View>filter>Over/under allocation.


22.

7.2 Estimate Histogram

To verify all Bill Items are linked accurately, utilise the resource list usage for example (2211) Unskilled Labour and match it against the histogram cumulative total.

Do this: Select document 2.1 Standard Barchart >Histogram>Estimate Resources, Select resource 2211 The Histogram defaults to daily type histogram to change to cumulative type histogram, select Histogram>Histogram Type>Select Plot cumulative values.

The Histogram cumulative total should match the resource list usage quantity


23.

Chapter 8. Reporting The Link and Forecast Report Manager is used to print all the forecasting reports

Do this:

Select Reports> Link & Forecast Reports.

8.1 BOQ with Budget forecast

The BOQ with Budget forecast report is available as a default report in the heading Forecasting with BOQ Links.

Do this: Print the BOQ with budget forecast report.

Note: that the heading totals are printed in this report.


24.

8.2 BOQ with Client’s Forecast Budget

Do this: Duplicate Report BOQ with Budget Forecast report and rename to BOQ with Client’s Forecast budget and customise the report to include 8.4 Selling billed amount and 9.4 Monthly selling amounts columns.

8.3 BOQ with Resource Usage Forecast

The BOQ with Resource usage forecast is available as a default report in the heading Forecasting with BOQ Links.

8.4 Program with Nett Forecast

The Barchart with budget forecast is available as a default report in the heading Forecasting with BOQ Links.

Do this: Print the Barchart with budget forecast


25.

8.5 Barchart with client’s budget forecast

Do this: Duplicate Report Barchart with budget forecast report and rename to Barchart with Client’s budget forecast and customise the report to include 17.15 Activity selling amount and 17.16 Activity Monthly selling amounts.


26.

Chapter 9. Histogram Reports

Do this: Print the following Reports

9.1 Estimate-linked Histogram Nett S-Curve

This report represents the contractors forecast expenditure over time. Duplicate Report Estimate- linked histogram report and rename to Estimate- linked histogram Nett S-Curve. Customise the Report to access the following tab options:-

Candy Links Tab Select Split rates, Nett. In the Data options, select Cumulative curve.

Histograms Tab In the histogram options, select Summed graph and weekly totals. In the Values section, select Numeric strip and Totals option.

9.2 Estimate-linked Histogram Selling Curve

This report represents the clients forecast expenditure over time. Duplicate Report Estimate- linked histogram Nett S-curve report and rename to Estimate- linked histogram Selling S-Curve. Customise the Report to access the following tab options:-

Candy Links Tab Select Split rates, Selling.


27.

9.3 Numeric Estimate-linked histogram –Nett Totals

This report represents the contractor’s forecast numerically over time. Duplicate Report Estimate- linked Analysis-Vertical format report and rename to Numeric Estimate-linked histogram-Nett Totals. Customise the Report to access the following tab options:-

Candy Links Tab Select Split rates, Nett. In the Data options, tick Print Totals Only.

Options Tab In the calendar option, select Months. Note; should the contractor be closing off the costs on the 25th of each month, the setting may be changed on the Planning Program Manager.

Do this: Go to Planning application>Main menu>Definitions & settings>Program setting 1.2 Financial periods. Change the Financial month end to Fixed date and the 25th.

9.4 Numeric Estimate-linked histogram –Selling Totals

This report represents the client’s forecast numerically over time. Duplicate the Numeric Estimate-linked histogram – NETT Totals report and rename to Numeric Estimate-linked histogram –Sell Totals. Customise the Report to access the following tab options:-

Candy Links Tab Select Split rates, Selling. In the Data options, tick Print Totals Only.


28.

9.5 Numeric Estimate-linked Histogram Nett Split

This report represents the contractor’s forecast cost of labour, plant, material etc. over time. Duplicate the Numeric estimate-linked histogram Nett Totals report and rename to Numeric Estimate-linked histogram and Nett Split. Customise the Report to access the following tab options:-

Candy Links Tab Select Split rates, Nett. In the Data options, remove tick from Print Totals Only.

9.6 Numeric Estimate-linked Histogram Sell Split

This report represents the selling forecast of labour, plant, material etc. over time. Duplicate the Numeric estimate-linked histogram Nett Split report and rename to Numeric Estimate-linked histogram Selling Split. Customise the Report to access the following tab options:-

Candy Links Tab Select Split rates, Selling.

9.7 Estimate-linked labour Histogram

This report represents the Labour histogram. Duplicate the Estimate-linked Histogram report and rename to Estimate-linked labour Histogram. Customise the Report to access the following tab options:-

Candy Links Tab Select Candy resource utilisation, select resource 2211 Labourer. In the Data options, select Histogram and cumulative curve, select resource utilisation.

Histograms Tab In the histogram options, select Separate graphs and weekly totals. In the Values section, select Numeric strip and Totals option.


29.

Chapter 10. Cashflow

Basis of the cashflow is money spent over time. From the link we have both money and time components.

10.1 Create new Cashflow

Do this:

Access the Cashflow application, selects Documents>Cash flow Manager. Create a new Cashflow, select Cashflow>new>Cashflow. Open new Cashflow.

10.2 Import Cashflow data from Estimate link to program

Do this:

Click on Tools>Import/Export>Program imports

In the Import from BOQ Import dialogue box select as per screen below.


30.

10.3 Cashflow data

The start-off data for the Cashflow has been imported from the estimate-linked program. The imported data includes the planning activities which reflect the time information in days and the Bill Items that contribute the monetary information; therefore, money over time.


31.

10.4 Cashflow Settings

There are various settings that affect the forecast Cashflow, namely, interest rates, payment lags, retentions etc.

General Specifications

Do this: Click on Tools>Settings>General specs.

Enter the General Specifications as per screen below and click store


32.

Resource Specifications The screen below reflects the Resource Specification for Labour.

Do this: Enter the various Resource Specifications

Labour Pay Labour every 14 days.

Click Next Resource to access the next resource spec

Plant Payment lag in days 30.


Material Payment lag in days 30.


TEMP MAT (Temporary Materials) Payment lag in days 30.



33.

OVERHEAD Payment lag in days 0.


PROV SUM Payment lag in days 0.


SUBCONTR Payment lag in days 30.

Tick the Subcontractor option

Click Store to save the resource specifications

Note:

Retention will apply to the subcontractor resource specification; therefore, it is imperative to tick the subcontractor option. Retention % is specified in the following section.

Retention Main contractors and subcontractor’s retention may be specified. If the subcontractor’s retention is the same as the main retention, specify the main retention only as the subcontractor’s retention will default to main contractor’s retention when not specified.

Do this:

Click on Tools>Settings>Retention>Main retention

Enter Retention specs as per screen below: and click Store to save.


34.

Interest Rates Interest Rates on savings and borrowings may be specified.

Do this: Capture the interest rates as per the screen below and Store.


35.

10.5 Calculate the Cashflow

Once all Cashflow settings have been entered a Cashflow analysis summary may be calculated.

The Cashflow summary reflects the project cost, profit and effective markup % at tender and completion stage. Additionally, a weekly and monthly Cashflow analysis may be analysed at the top of the Cashflow analysis.

Do this: Click on Tools>Calculate cashflow


36.

Chapter 11. Progress

Throughout of the project the To-Date and Remaining budget may be calculated using the To-Date valuation quantities or proposed quantities from the updated program. It is imperative to have the valuation date and program TimeNow date in sync enabling the above analysis.

11.1 Valuation Setup and Program TimeNow

Valuation Setup Setting up the Valuation is required before entering any new valuation quantities, therefore, must be done before doing any new monthly Valuations.

The valuation setup is a 2 step process:

Step 1: Copy and rename the Job. Step 2: Valuation Setup.

Step 1 – Copy and rename the job. It is good practice to copy the job before entering the new monthly valuation quantities. Eventually the Q.S will have and electronic copy for each Valuation in Candy, and if required, can back track to previous valuations.

Do this: Access the Job Manager, duplicate Tender BOQ and program, rename to Tender BOQ and program –Valuation 1.

Step 2- Valuation Setup Open Tender BOQ and program –Valuation 1

Access the Valuation application>Main>Valuation setup>Setup next valuation

Enter the Current quantity date (To-date), Valuation Set up Number and Revised Valuation Header

Program TimeNow

Do this: Access the Planning application, select Main>Program manage. Duplicate BOQ Import, rename to BOQ Import Update 1

Access BOQ Import Update, select Update>Record TimeNow


37.

In the TimeNow option, Enter the date (same as valuation current quantity date).

Click ok to set program TimeNow.

11.2 Program Update

Access the Planning Document Manager>Documents>Planning Documents.

Open Document 5.1 Progress Barchart and progress the activities as predicted and calculate.

11.3 Update valuation and allocated quantities

The updated program generates the Program Qty to date, forecast to date (allocated Qty to date qty and the forecast remaining quantity. These are used to generate the to Date budget and the remaining budget

Access the Link & Forecast application, select Documents>Link& Forecast documents.

Do this:

Click Tools>Update valuation from program


38.

11.4 To-Date forecast budget

All the forecasting reports now reflect the To- Date and remaining forecast Values.

Do this: Select Reports> Link & Forecast Reports. Print the Barchart with budget forecast


39.

Chapter 12. Estimate linked to an existing Program

12.1 Create a Simple program

Do this: Access the Job Manager and open the Tender BOQ and Program job. Access Planning application and create a new program called Simple Program as per screen below:


40.

12.2 BOQ with Barchart allocation (method 1 for the linking process)

Document 3.1 BOQ with Barchart allocation may be used to link the bill to the program by allocating activity numbers to the Bill Items.

Do this:

Access the Link & Forecast Application, select Documents>Link & Forecast Documents and open Document 3.1 BOQ with Barchart allocation and place the document on the bottom half of the screen.

Open Document 2.1 Standard Barchart and place the document on the top half of the screen.

Drag and drop the Earthworks activity A010 onto Bill Item 3/A Clear and strip site.


41.

12.3 Barchart with BOQ allocations – (method 2 for the linking process)

Document 3.2 Barchart with BOQ allocation may be used to link the bill to the program by allocating Bill Item numbers to the activities in the program.

Do this:

Open Document 3.2 Barchart with BOQ allocation and place the document on the bottom half of the screen.

Open Document 1.1 Bill of Quantities and place the document on the top half of the screen.

Drag and drop the Bill Item 3/A Clear site…to activity A060.


42.

Allocate the remainder of the Earthworks Items to activities to A010 and A060 as per screen below: