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1. From the context menu choose Copy All Here The EXTERIOR CLOSURE folder and all its subfolders and tasks are copied under the SHELL folder in your project BSD CostLink AE User Manual 31 Chapter 2 Tutorial 18 19 20 21 NOTE Additional options in the context menu were Copy Folders Here and Copy Tasks Here Copy Folders Here copies only folders not tasks Copy Tasks Here copies all tasks assemblies and line items These options can only be accessed by dragging with the right mouse button Using the same technique copy the ROOFING folder from the Fire Station Sample project to the SHELL folder in your project Sample Project Using the same technique copy the following folders to the BUILDING folder INTERIORS SERVICES Copy the SITEWORK folder to the Sample Project folder at the top of your project Close the Fire Station Sample project Maximize your project by clicking the Maximize button on the project s title bar IE Click the Show folder data in tree button on the toolbar E or choose the same command from the Tree menu Your project will look something like the following picture Your project will have different costs due to the Location Adjustment you selected 32 BSD CostLink AE User Manual Chapter 2 Tutorial E BSD CostLink AE Sample Project o 3 Brr l File Edit View Iree Insert LinkMan Tools Window Help 8 x Ose 620 Ms tax FeSO non tmiagianse Sample Pro
2. S 1 Strip Footings e 2 Spread Footings 4 1020 Special Foundations 18 555 00 1030 Slab on Grade 18 555 00 B C A20 BASEMENT CONSTRUCTION 18 555 00 C 2010 Basement Excavation 18 555 00 ES 2020 Basement Walls 18 555 00 18 555 00 re Soure Description Quantity UOM Unit Cost Base Cost Cost To Prime Project C Krm Sheet contains O Tasks CAPS NUM INS 17 27 Sample Project with two new folders added under Standard Foundations Adding Costs There are five methods of adding tasks and their associated Direct Costs to an estimate in BSD CostLink AE e Begin with a model which automatically includes multiple assemblies and line items e Copy assemblies from the Assemblies resource window e Copy individual line items from the Unit Prices resource window e Create your own line items and enter the costs directly e Copy costs from one project to another BSD CostLink AE User Manual Chapter 2 Tutorial The Assemblies resource window contains assemblies which are groupings of line items that are defined in the estimate as individual tasks The Unit Prices resource window contains line items The assemblies and line items are from RS Means For more information on the RS Means cost data see chapter 1 NOTE The RS Means models included in CostLink AE generally include all the assemblies and line items required for the base building The quantities required for all these cost items are d
3. Unit Cost Extended Base Cost 0 00 0 Cost To Prime 0 00 0 Cost To Owner 0 00 0 Project Cost 0 00 0 Insert Lock Back Next Close DD O ESSA Item form for New Folder 5 Using tab to move from field to field enter the following information Tag 1 Title Strip Footings 6 Leaving the item form open click on the Standard Foundations folder NOTE If you cannot see the Standard Foundations folder move the folder form by dragging the title bar the bar across the top of the form that shows the name of the form with your mouse To drag the form instead of resizing the mouse pointer should be a white arrow not a double headed arrow The item form displays the information for the Standard Foundations folder 7 From the Insert menu choose Child Folder BSD CostLink AE User Manual 21 Chapter 2 Tutorial Anew folder appears in the Tree panel after the Strip Footings folder and the item form displays the information for the New Folder 8 Fill in the following information Tag 2 Title Spread Footings 9 Close the Form by clicking on the Close button El File Edit View Tree Insert LinkMan Tools Window Help Ose SRE Mr Le xX FSR DAE th ad Emas BUILDING sITEWORK Quantity UOM Cost To Prime Project Cost ES 1 BUILDING 18 555 00 SF 0 0 G A SUBSTRUCTURE 18 555 00 SF 0 0 B E A10 FOUNDATIONS 18 555 00 SF 0 0 4 1010 Standard Foundations 18 555 00 SF
4. 000 SF State City Adustment EA None 000 x 0 0 00 5F SalesTax 000 Est Matl Cost 0 0 0 00 SF Construction Priced Locally 11 000 SF 0 0 00 SF Cost to Contractor nr 0 00 SF Contractor Contractor s Gen Requirements 10 000 0 0 00 5F Fees Tontractors Overhead 5 000 0 0 00 SF Contractor s Profit 10 000 0 0 00 SF Construction Contract p 0 00 SF Other Costs Architect s Fees 6 500 0 0 00 SF Contingency 3 000 0 0 00 SF o Diher 0000 0 0 00 SF Estimated Project Cost og 0 00 SF OK Cancel Apply Summary Info dialog box Cost Summary tab for Model project 2 Next to the State field click the pull down arrow and choose PA for Pennsylvania BSD CostLink AE User Manual Chapter 2 Tutorial NOTE Instead of scrolling through entire list of states after clicking the pull down arrow type the first letter of the state or province The list will scroll to the first state or province with that letter The City field updates to list cities in Pennsylvania To the right of the City field click the pull down arrow and choose Pittsburgh Using the RS Means Location Adjustment factors the software calculates a location adjustment for that location and will adjust all of the RS Means costs by that percentage Click in the percent field for Sales Tax Change the sales tax to 7 00 Change the Architect s Fees to 8 in accordance with the suggested archit
5. see chapter 1 In the following exercise you will copy several line items from the Unit Prices resource window to the Sample Project adding new folders as necessary BSD CostLink AE User Manual Chapter 2 Tutorial 1 Close the Assemblies resource window by clicking the Windows close button on the Assemblies window title bar El 2 Use Find to locate the Floor Construction folder in the Sample Project 3 Click the Open Unit Prices resource window button on the toolbar 8 The Line Items from the Means AE Assemblies resource window opens in a separate window within CostLink AE 4 Clickthe Tile Windows Vertically button on the toolbar E The Line Items resource window displays side by side with your project 5 Inthe Line Items resource window use Find to locate the following line item B Column structural tubing heavy section 7 to 10 W incl shop primer cap amp base plate bolts HINT Search for Columns The first folder located will not be the correct folder Click Find Next to locate the next folder Continue to click on Find Next until you find the correct folder 6 Drag the line item to Floor Construction in your project and enter a quantity of 8600 Find the Roof Construction folder in your project 8 Inthe Line Items window find and copy the following line items B into the Roof Construction folder and input the following quantities B Structural steel project industrial buildings steel bearing 100 to
6. by the Delete Empty Folder command because it is a Level One folder Click on the SITEWORK folder and then click the Delete Selected Item button on the toolbar x Amessage opens asking you to confirm deleting the folder NOTE Read confirmation messages when deleting to make sure CostLink AE is deleting the correct item You cannot Undo to restore an accidentally deleted folder or task Click Yes The SITEWORK folder is deleted From the File menu choose Open and then choose Open Project Database The Open Database dialog box opens Select and Open the Fire Station Sample Project The Fire Station Sample project opens in its own database window If necessary click the Tile Windows Vertically button on the toolbar E In your project the title bar says Sample Project or Project Title if you have not yet closed and reopened your project click the plus sign next to BUILDING The subfolders SUBSTRUCTURE and SHELL display Click the plus sign next to SHELL The subfolder SUPERSTRUCTURE completed in the previous exercises displays Inthe Fire Station Sample Project click the plus sign next to FIRE STATION The subfolders display Click the plus sign next to SHELL The subfolders display From the Fire Station Sample project with your right mouse button drag the EXTERIOR CLOSURE folder to the SHELL folder in your project Sample Project When you release the mouse button a context menu opens
7. the assembly hold your mouse pointer over any part of the assembly in the Sheet panel Click and hold the left mouse button while you move your mouse to the Strip Footings folder in your project Between the Sheet panel and the folder the mouse pointer becomes a circle bar symbol AM When the Strip Footings folder is highlighted the mouse pointer becomes a hand with a sheet of paper symbol E Release the mouse buiton to drop the task on the folder Click OK if BSD CostLink AE prompts you to confirm copying the task 11 Inthe Sample Project click on the Strip Footings folder The copied assembly is in the Sheet panel 12 In the Quantity field for the copied assembly in the Sheet Panel type 580 and then press Tab NOTE If necessary scroll the Sheet panel to the right to see the Quantity field You can also make the Description column smaller by holding your mouse over the line between the Description and Quantity column headings so that your mouse pointer becomes a double headed arrow Then click and hold while you drag the line to the left Scroll to the right in the Sheet panel to see that the cost fields updated 13 Click the title bar of the Assemblies resource window to make it the active window NOTE If you do not make the Assemblies resource window active then in the next step when you open the Find dialog box Find will be searching the Sample Project window instead of the Assemblies resource window 14 Referrin
8. 28 Homegroup TB BETH j Computer Filename Sample Project Save as type AE Project Database MPJ x S Hide Folders Save New AE Project Database As dialog box 4 Inthe File name field type Sample Project 5 Click Save 6 Complete the General tab and the Cost Summary Tab using your own location 7 Input 18 555 as the Project Size Adding Project Notes You use the Project Notes tab of the Summary Info dialog box to add any global descriptive notes for the estimate Notes on specific folders or tasks can be added either here or within the estimate You can also update the notes at different phases of the project as you save different versions of the estimate If you choose to print them Project Notes print after the Title Page in the reports 1 Inthe Summary Info dialog box click the Project Notes tab BSD CostLink AE displays the tab 2 Click in the Notes area and enter the following Sample Project Notes NOTE In addition to typing notes directly into the Notes area you can copy text from a word processor or copy notes from the Notes tab of a different CostLink AE project CostLink AE does not have spell check so you may want to copy text to your word processor and use your word processor s spell check To copy the text drag across it with your mouse and press Ctrl C on your keyboard Then click in the Notes area and press Ctrl V on your keyboard to paste BSD CostLink AE User Ma
9. Chapter 2 Tutorial This chapter contains a tutorial that will walk you through creating a small estimate in CostLink AE Where helpful references to later chapters in this manual are made so that you can look up information that is more detailed Tasks you will perform include e Creating a project using one of the RS Means building models e Creating another project copying costs from the RS Means Assemblies and Line Items databases e Adding assemblies and line items to your estimate e Adding folders e Creating a new line item in your estimate e Copying costs from another estimate e Applying markups e Printing reports NOTE For installation instructions directions for moving the software and system requirements information see the Installation document available in the Download Center at www bsdsoftlink com BSD CostLink AE User Manual 11 Chapter 2 Tutorial Creating an Estimate Using a Model 12 To create the estimate open CostLink AE from the Windows Start menu choose Programs then BSD SoftLink Products then CostLink AE An empty CostLink AE screen opens Do not open any projects Create the Model Project File To create a model estimate in CostLink AE you create a new project using the following steps 1 Choose File gt New Project or click the Create New Project toolbar button ID The New dialog box opens showing the available project templates o o TT Projects Crea
10. Station Model Designed By Architect s Name Estimated By Your Name BSD CostLink AE User Manual Chapter 2 Tutorial Prepared By Consulting Firm Name and Location Leave the Summary Info dialog box open for the next exercise Creating the Model Estimate You use the Cost Models tab of the Summary Info dialog box to choose the model and enter key parameters about the building 1 Clickthe Cost Models tab BSD CostLink AE displays the tab 2 Under Cost Models click the button for Commercial Then from the drop down list select Fire Station 2 Story 3 The building size has been automatically filled in from the information you entered on the General tab although you can also enter or edit the area here For the Building Perimeter type in 310 NOTE The model building parameters are listed at the bottom of the Cost Models tab If the building being designed differs drastically from the parameters listed the cost estimate is unlikely to be highly accurate 4 Select exterior closure and framing assemblies by clicking on the arrow for the pull down list and choosing Decorative Concrete Block Steel Joists 5 Review other model building parameters at the bottom of this tab Note that several of these parameters may be adjusted but RS Means strongly suggests that these not be modified because significant alterations may invalidate the cost estimate results For example changing the number of floors from 2 to 3 could ch
11. ange the model results in unpredictable ways Model Additives Next you use the Model Additives tab of the Summary Info dialog box to select additional cost items for this Cost Model 1 Click the Model Additives tab 2 Select appropriate additives for this project by inputting a quantity in the quantity field For example you may want to add kitchen appliances clothes lockers and an elevator Note that the cost for each additive is automatically computed BSD CostLink AE User Manual 15 16 Chapter 2 Tutorial Applying Cost Markups and Adjustments Markups are the estimated costs beyond the direct costs The direct costs copied from the R S Means Assemblies and Unit Prices resource windows already include overhead and profit for the installing contractor All other markups including Location Adjustments Sales Tax and Prime Contractor markups are applied on the Cost Summary tab of the Summary Info dialog box For more information on markups see Chapter 4 In the following exercise you will apply a location adjustment and additional markups to the Model Project 1 Click the Cost Summary tab The Cost Summary displays with markup percentages that have been copied from the template and extended costs that have been computed by the model Soren nc General Cost Summary Cost Models Model Additives Project Notes Project Title COST PER UNIT Construction Priced from R S Means 11 000 SF 0
12. ck on the Slab on Grade folder in the Tree panel 2 Add the following folders as subfolders of Slab on Grade make sure you click on the Slab on Grade folder before choosing Insert gt Child Folder for each folder Tag Title o 4 Slab Ep 2 8 Slab When done your Tree Panel should look similar to the following picture BUILDING SUBSTRUCTURE 3 6 FOUNDATIONS B E Standard Foundations EB Strip Footings EB Spread Footings Special Foundations ECO Slab on Grade S 4 Slab 8 Slab 3 BASEMENT CONSTRUCTION S Basement Excavation Sample Project with new folders under Slab on Grade NOTE If you add a folder in the wrong location move the folder to the correct location by dragging it with your right mouse button not the left to the folder that it should be before Then choose Move Above Folder from the context menu BSD CostLink AE User Manual 27 28 Chapter 2 Tutorial 3 Locate the following assembly in the Assemblies resource window drag it to the 4 slab folder and enter the quantity aa Slab on grade 4 thick industrial reinforced 14 755 SF 4 Locate the following assembly in the Assemblies resource window drag it to the 8 slab folder and enter the quantity ses Slab on grade 8 thick heavy industrial reinforced 3 400 SF Adding User Defined Costs If cost items you need are not included in the resource windows add your own To cr
13. eate user defined tasks in the Tree Panel of your project click on the folder that the task belongs in Then from the Insert menu choose Task Enter the description quantity unit of measure and unit cost in the sheet panel or in the item form In the following exercise you will add an additional cost to the 8 Slab folder 1 With 8 Slab highlighted in the Tree panel from the Insert menu choose Task A task called New Item appears in the Sheet panel 2 Click once on the Description New Item so that the words are highlighted and then type the new description below Click in each of the following fields in the same manner to enter the following information The Unit Cost field will display 70 00 after you enter the 10 and press Tab Description Quantity UOM Unit Cost B Add for Turndown 240 LF 10 NOTE You can also open the item form for the new task by double clicking on it to enter the information there The difference is that you can use the Tab key to move from field to field in the item form instead of having to click in each field before typing For more information on user defined tasks see chapter 4 Adding Line Items from the Unit Prices Resource Window If you do not find an assembly to suit your needs you can search the Line Items in the Unit Prices resource window The Line Items are from RS Means and are categorized in the 50 Division CSI 2004 12 MasterFormat For more information on the supplied RS Means data
14. ectural fees on the Cost Models tab Click in the percent field for Contingency enter 4 0 and press Tab to change the Contingency to 4 0 Click the Apply button The project costs are recalculated and the Cost Summary tab updates Click OK to close the Summary Info dialog box The costs in the Sheet panel update to show the building costs with the adjusted markups Click on the Tree menu and then click on Show Data in Tree to add a cost breakdown view to the Tree panel Right click on the Fire Station Folder and choose Expand Branch to fully expand the folders for an overall view the building project costs You can also click on Preview to take a look at the completed cost estimate report For a more detailed look at any folder click on the folder in the tree then double click on any of the assemblies that show up in the sheet panel below For example click on Standard Foundations and double click on the Strip Footings assembly in the sheet panel to open the Tasks form for that assembly You can stretch the Tasks form to see all of the Assembly members In this case note that the single assembly includes ten separate tasks Unlike other square foot cost estimating systems based on historical data or simple relationships BSD CostLink AE provides a fully detailed model driven cost estimate that can be modified and updated all the way through the Construction Documents phase of the project See the next section for inst
15. elect Reports tab 2 Leaving the Organization Name the same this defaults to the Company Name that was filled in by the person who installed the software change the Report Header to say 65 Submittal Change Levels to show in Summary to 3 if not already set to 3 Leave both Show Summary Costs and Show Detail Costs as Excluding Markups BSD CostLink AE User Manual 33 34 Chapter 2 Tutorial This will display the Direct Costs in the body of the report with the Contractor and Other Markups added at the end of the report Click to select Print Title Page and Detailed Estimate if they are not already selected and Deselect Table Of Contents The Select Reports tab should now look like the following picture except for the Organization Name r dE Reports for Project Title Select Reports Preferences Custom Reports Project Title Organization Name Building Systems Design Report Header 65 Submittal Project Summary Report Other Reports V Print Title Page Table of Contents V Detailed Estimate Report Levels to show in Summary BE Include Level 1 Summary Show Summary Costs Show Detail Costs Excluding Markups Excluding Markups With Markups Included With Markups Included Print Preview Setup IV Save as Default Reports dialog box with reports selected for tutorial Click the Preferences Tab Make sure that all options are checked under Detail and Summary Report Options S
16. g to steps 4 7 above as necessary use Find to locate the folder Spread Footings which contains the assembly with the following description ad spread footings 3000 PSI concrete load 50K soil bearing capacity 3 KSF 4 6 square x 12 deep NOTE You will probably need to scroll to the left in the Assemblies resource window Sheet panel to see the name of the assembly Drag assemblies with the right mouse button instead of the left or drag from the gray box to the left of the assembly in the Sheet panel so that the Sheet panel will not scroll BSD CostLink AE User Manual Chapter 2 Tutorial 15 Referring to step 9 above drag the assembly to the Spread Footings folder in your project 16 Referring to steps 10 11 above enter a quantity of 20 for the Spread figs assembly 17 Inthe Assemblies resource window find the assembly with the following description it should be in the same folder as the last assembly you copied ad spread footings 3000 PSI concrete load 50K soil bearing capacity 6 KSF 3 0 square x 12 deep 18 Drag the assembly to the Spread Footings folder in the Sample Project 19 Enter a quantity of 35 for the assembly Reviewing Adding Folders and Copying Assemblies The following exercise contains less step by step directions than the previous exercises As necessary refer to the exercises on Adding Folders and Copying Assemblies to create the following folders and copy the Assemblies to them 1 Cli
17. ies resource window for Strip Footings to add under Standard Foundations 5 Type strip footings in the Find What field Make sure the following default selections are set Search All Tasks Not selected Match Any Part of Field Folders Selected Field Description NOTE You will usually have better results if you search for Folders rather than Tasks Tasks have many more abbreviations than folders For information on the RS Means abbreviations see Appendix B 7 Click the Find First button or press Enter on your keyboard CostLink AE searches the Assemblies resource window from the beginning The first folder containing strip footings in its Description field is selected in the Tree panel This folder should be 170 Strip Footings NOTE Find searches for exactly the characters you type but it is not case sensitive If the database you are searching does not spell the word the same way as you typed it in the Find dialog box Find will not locate the item 8 Click Close to close the Find dialog box Note that there are many assemblies in the Sheet panel 9 Inthe Sheet panel of the Assemblies resource window scroll to locate the assembly with the following description sed Strip footing concrete reinforced load 11 1 KLF soil bearing capacity 6 KSF 12 deep x 24 wide BSD CostLink AE User Manual 25 26 Chapter 2 Tutorial 10 Drag the assembly to the Strip Footings folder in the Sample Project NOTE To drag
18. isplaying the cost data in the project Tree Panel the numbers may overwrite the folder names in your project To change this click on the title bar of your project window click on the Tree menu and then Show Data in Tree to hide the cost data in the tree BSD CostLink AE User Manual 23 Chapter 2 Tutorial File Edit View Tree Insert LinkMan Tools Window Help Dee 6RG H amp r the xi be efe Assemblies from 2011 Means AE Assemblies falo Es Equipment amp Fumishings Special Construction Building Sitework Project Title Models Assemblies Substructure Shell Interiors Services TEMP 0001 Project Title I A Substructure 5 6 1 BUILDING 10 Foundations amp GF A SUBSTRUCTURE 20 Basement Construction G4 A10 FOUNDATIONS E Unassigned amp 9 1010 Standard Foundations 1 Strip Footings 2 Spread Footings ES 1020 Special Foundations 4 1030 Slab on Grade 1 3 420 BASEMENT CONSTRUCTION CF 2010 Basement Excavation C 2020 Basement Walls ES B SHELL CF C INTERIORS 3D SERVICES ES E EQUIPMENT AND FURNISHINGS C F SPECIAL CONSTRUCTION AND DEMOLITION Source Tag Description Sourc Description 10 Foundations 20 Basement Construction Le C CostLink AE projects S ample Project MPJ CAPS NUM INS 14 19 E Assemblies resource window and Sample Project tiled side by side For more information on managing multiple windows see chapter 4 NOTE When
19. ject Quantity UOM Cost To Prime Project Cost Pet Sample Project 18 555 00 SF 2 723 823 3 796 123 100 ES BUILDING 18 555 00 SF 2 280 280 3 177 970 84 CF SUBSTRUCTURE 18 555 00 SF 222 745 310 434 10 S E SHELL 18 555 00 SF 851 521 1 186 743 37 CF SUPERSTRUCTURE 18 555 00 SF 218 146 304 024 26 C3 EXTERIOR CLOSURE 18 555 00 SF 504 263 702 779 59 C49 ROOFING 18 555 00 SF 129 112 179 941 15 CF INTERIORS 18 555 00 SF 382 595 533 213 17 C SERVICES 18 555 00 SF 823 420 1 147 580 36 H E SITEWORK 5 00 ACR 443 542 618 154 16 Unassigned Sourc Description Quantity Unit Cost Base Cost Cost To Prime USR BUILDING 18 555 00 SF 903 457 48 2 430 063 2 280 280 USR SITEWORK 5 00 ACR 91 894 44 481 738 443 542 gt Press F1 for Help CAPS NUM INS 11 49 AM Sample Project showing costs in Tree Panel The Project Cost column shows a higher dollar amount than the Base Cost column since there are already some markups being applied to the project s costs by the default cost markup and adjustment settings in the Summary Info dialog box Selecting and Printing Reports The Sample Project is now complete The next step is to print reports 1 From the File menu choose Reports Setup or click the Select and format reports button on the toolbar E The Reports dialog box opens to the S
20. n project 1 story A992 steel shop fabricated incl shop primer bolted connections 41 6 TON HINT Search for Steel Projects The folder has 56 tasks in it Instead of looking through the folder task by task you can use Find to search within the folder To search within the folder in the Sheet panel click on the first task in the folder this is just so CostLink AE s focus is in the Sheet panel not the Tree Then open Find again deselect Folders and select Tasks Search for Indust rial Use Find Next not Find First Keep clicking Find Next until you locate the correct item B Open web bar joist 40 ton job lots spans up to 30 K series shop fabricated incl shop primer horizontal bridging average 4 3 TON HINT Search for web Joists Make sure you deselect Tasks and re select Folders B Metal decking steel open type wide rib galvanized under 50 Sq 1 1 2 D 20 ga 3 420 SF HINT Once you locate the Steel Decking folder notice that it contains 3 subfolders Look in the Steel Roof Decking folder for this task BSD CostLink AE User Manual 29 Chapter 2 Tutorial E Metal decking steel open type wide rib galvanized 50 to 500 Sq 1 1 2 D 22 ga 15 481 SF 9 Use Insert gt Task to add the following user added line item to the same folder Description Quantity UOM Unit Cost Misc Plates and Angles 7 TON 1300 00 Copying Costs From One Project To Another If a previously created CostLink AE estimate is similar to a
21. new estimate you are creating you can copy folders and tasks from the older project to the new project In the following steps you will first remove the empty folders from the Sample Project and then copy folders and tasks from the Fire Station Sample project that is installed with the software 1 Close the Unit Prices resource window by clicking the Windows close button on the Unit Prices window s title bar E 2 From the Tools menu choose Delete Empty Folders Aconfirmation message opens asking if you want to delete the folders 3 Click Yes All empty folders except those at Level One are removed Up to this point the project has been displaying Level One folders on separate tabs Building and Sitework In the next step you will display all folders on one tab 4 Fromthe Tree menu choose Use Single Tab or click the Use single tab for table button on the toolbar El There is now only one tab Sample Project BUILDING and SITEWORK are subfolders beneath the Sample Project folder Sample Project EEA i H E BUILDING H E SITEWORK Unassigned Sample Project in single tab mode NOTE Use Single Tab is a toggle Click it again to return to multi tab mode and again for single tab mode Multi tab mode can help when navigating complicated estimates For the rest of this sample remain in single tab mode 30 BSD CostLink AE User Manual Chapter 2 Tutorial The SITEWORK folder is empty It was not deleted
22. nu choose Exit You have now completed the BSD CostLink AE tutorial See the other chapters in the User Manual or use the Help in the software for additional information on other options BSD CostLink AE User Manual 35 Chapter 2 Tutorial 36 BSD CostLink AE User Manual
23. nual 19 Chapter 2 Tutorial 3 Click OK to save all of your changes and close the Summary Info dialog box Your Project window should look similar to the following picture The Tree Panel is the top half of the screen where the folders are shown The bottom half of the screen is the Sheet Panel The Sheet Panel displays the contents of the folder you click on in the Tree Panel E ESD CostLink AE Sam El File Edit View Tree Insert LinkMan Tools Window Help D s gra Ba xX FE SG OHA 2h dA Smee BUILDING siTEWORK 31 BUILDING G9 A SUBSTRUCTURE 410 FOUNDATIONS C A20 BASEMENT CONSTRUCTION B SHELL CF C INTERIORS C D SERVICES 3 E EQUIPMENT AND FURNISHINGS CF F SPECIAL CONSTRUCTION AND DEMOLITION Unassigned Quantity UOM Cost To Prime 18 555 00 18 555 00 18 555 00 18 555 00 18 555 00 18 555 00 18 555 00 18 555 00 18 555 00 SF SF SF SF Project Cost 0 0 0 0 Tree Panel Sourc Description Quantity UOM Unit Cost Base Cost Cost To Prime Project C USR Standard Foundations 18 555 00 SF 0 00 0 0 18 555 00 SF 0 00 0 0 amp C USR Special Foundations ES USR Slab on Grade 18 555 00 SF 0 00 0 0 _ Sheet contains 0 Tasks Sample Project window with Tree and Sheet Panels labeled Adding Folders Sheet Panel CAPS NUM INS g
24. og box opens BSD CostLink AE User Manual 13 14 Chapter 2 Tutorial E E Summary info for Project Title General Cost Summary Cost Models Model Additives Project Notes Project Title Estimate Timeline Estimate Identification Preparation Date File Name Model Project MPJ Escalindes Dare i File Path C CostLink AE projects Eff Pricing Date Do Project Title Project Title Est Const Time 0 Days RS Means Database Title 2014 Means AE Assemblies Filename 2014 Means AE Assemblies MAS Path C COSTLINK AE System Project Information Project No TEMP 0001 Project Size 0 SF X Project Template provides R S Means Uniformat Il project hierarchy and is linked to the R S Means 2014 Description Assemblies database Designed By Estimated By Prepared By Summary Info dialog box The General tab is used to display and edit general information about the estimate For more information on the Summary Info dialog box see chapter 4 5 Inthe Project Title field type Model Project The Project Title can be different from the File Name The Project Title prints in the reports whereas the File Name does not 6 Using the Tab key to go from field to field fill in the following fields Preparation Date Today s Date Escalation Index Date 1 1 2014 Effective Pricing Date 1 1 2014 Estimated Construction 240 Days Time Project No 2014 5 10 Project Size and UOM 11000 SF Project Description Fire
25. riven by a small number of parameters such as the total square footage and the number of floors For more information on Models see chapter 4 In the following steps you will open the Assemblies resource window use Find to locate a particular assembly and use drag and drop to copy the assembly to your project NOTE Assemblies contain all the line items required to perform a particular piece of the job For example an assembly representing 6 inch concrete slab on grade includes all the tasks required to prepare for form pour and finish the slab The assembly unit of measure is square feet The Assemblies resource window stores the unit costs Labor Equipment Material and Total and quantities of each task required to construct one square foot of 6 inch slab After copying the assembly into the Project enter the quantity of square feet of slab needed for the estimate CostLink AE then computes the total quantities and resulting costs of all items required for slab on grade construction For more information on Assemblies see chapter 4 1 Click the Open Assemblies resource window button on the toolbar ES The Assemblies resource window opens in a separate database window within BSD CostLink AE 2 Clickthe Tile windows vertically button on the toolbar E The Project and Assemblies resource windows appear side by side It is easier to copy assemblies if the windows are positioned side by side NOTE If you are still d
26. ructions on modifying your model estimate by copying assemblies and line items from the RS Means databases included with BSD CostLink AE BSD CostLink AE User Manual 17 Chapter 2 Tutorial Creating an Estimate Without Using a Cost Model and Modifying Estimates of All Types Create the Sample Project File To create an estimate in CostLink AE without using a model create a new project using the following steps 1 Close any open projects Choose File gt New Project or click the Create New Project toolbar button ID 2 The New dialog box opens showing the available project templates Projects Create using AE Project Template i Uniformatll NoWBS MasterFormat MasterFormat Large Icons Project Project Tem 2004 Projec Project Tem Template with i Models MPJ C List View View Small Icons C Details Browse New dialog box 3 Click the template called Uniformat II Project Template with Models mpj and then click the New button or double click on the template The Save New AE Project Database As dialog box opens 18 BSD CostLink AE User Manual Chapter 2 Tutorial E Save New AE Project Database As OY Organize v New folder BE o Model Project MPJ B Fire Station Sample Project MPJ E Sample School Project MPJ Hr Favorites EE Desktop ie Downloads E Recent Places EE Desktop Libraries Documents d Music Pictures B Videos
27. t 14 48 The folders in the Tree panel represent the cost breakdown The folders will print in the reports summarizing the costs at each folder Most of the folders needed for this estimate were copied from the Uniformat Il template However not all the needed folders are there In the following steps you will add two new folders to the Tree panel For more information on adding folders see chapter 4 1 Inthe Sample Project window right click on the Substructure folder in the Tree Panel From the context menu choose Expand Branch Then perform step 1 The Substructure folder expands to show all its subfolders 20 BSD CostLink AE User Manual NOTE If you do not see a Substructure folder from the Tree menu choose Use Single Tab Chapter 2 Tutorial Click on the folder Standard Foundations With Standard Foundations highlighted from the Insert menu choose Child Folder Anew folder appears below Standard Foundations You could type a name for the folder in the Tree Panel Instead use the next step to open the folder s item form 4 From the View menu choose Tree Items Form or click the button on the toolbar fel The item form opens Rm Folders for Sample Project p General l Folder Definition Tag Title New Folder Oty amp UOM 10 0 X Use Quantity Entered o V il Use MS Excel Value times a Use Parent Quantity times Cost Summary
28. te using AE Project Template View f Uniformat il NoWBS MasterFormat MasterFormat Large Icons Project Project Tem 2004 Projec Project Tem Template with C Small Icons Models MPU C List View Details Browse New dialog box For more information on creating new projects and choosing templates see chapter 4 2 Click the template called Uniformat Il Project Template with Models mpj and then click the New button The Save New AE Project Database As dialog box opens BSD CostLink AE User Manual Chapter 2 Tutorial E Save New AE Project Database As e SE gt Computer Local Disk C CostLink AE projects ts Search projects SSAA a E Organize v New folder FE Desktop Fire Station Sample Project MPJ T Downloads fp Sample School Project MPI E Recent Places EE Desktop S Libraries B Documents a Music E Pictures B Videos a Homegroup P BETH JE Computer Gia Network E prt inten File name Save as type AE Project Database MPJ Hide Folders Save New AE Project Database As dialog box 3 Inthe File name field type Model Project NOTE For later estimates you can use the Save in drop down box to save your project in any folder on your computer or network 4 Click Save BSD CostLink AE creates the new Project Database using the template When the Save operation is finished the Summary Info dial
29. ummary Report Options and Print Detail Options Make sure that no options are checked under Print Notes and Footer Notice that the Print and Preview buttons are grayed out on this tab Click the Select Reports tab Click Preview CostLink AE creates the reports and displays them in a Print Preview window Once the reports appear maximize the Print Preview window either by double clicking on the title bar of the window or click the Maximize button E BSD CostLink AE User Manual 13 14 18 Chapter 2 Tutorial 100 To zoom in click the arrow on the zoom selector and choose 100 fox J Click the Next Page button on the toolbar DI to view the report page by page To export your reports to Adobe Acrobat portable document a PDF Word or Excel file format click on the Envelope button on the toolbar LH For more information on exporting your reports see chapter 5 To print the reports to your default Windows printer click the printer button in the Print Preview window amp To close the Print Preview window click the Windows close button on the preview window s title bar Bd Open the Reports Setup dialog box and select or deselect other options Preview to see how the options change the report For more information on reports and report options see chapter 5 When finished close the Sample Project by going to the File menu and choosing Close To close BSD CostLink AE from the File me
30. you have more than one window open the window with the more brightly colored title bar ERSEN EE IBlx is the active window When you choose commands from the menus or toolbars such as Show Folder Tags folder tags will toggle on or off in the active window In step 3 below make sure the Assemblies window is active before choosing the command To make a window active click anywhere in the window or on the window s title bar 3 With the Assemblies resource window active its title bar is more brightly colored than that of the Sample Project from the Tree menu choose Show Folder Tags or click the button on the toolbar The folder tags are the numbers and letters displaying between the folder icons and the folder names in the Assemblies resource window If you are familiar with Uniformat II you may find it easier to navigate with the folder tags turned on NOTE Show Folder Tags is a toggle Click it again to turn the folder tags off and again to turn them back on For this tutorial leave the folder tags on 24 BSD CostLink AE User Manual Chapter 2 Tutorial 4 From the Edit menu choose Find or click the button on the toolbar E The Find dialog box opens r 4 Find in R S Means Assemblies se Find What Find First Search da Ci Match Any Part of Field Vv Folders Close Le Ley Le Field Description Find dialog box You will use the Find dialog box to search the Assembl

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