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1. oe a Pa tee ell ae et oan ues oo woe 7 Tr m o W Client The MacGowans nuunuu Project MacGowan Home MACGOWAN 001 E 2 Ta Ta Ta l Ta E Start Page Sales Orders Work Orders i Progress eakas l Sy By Location y By Zone By Location By Zone s Select Manutacturer l ompa e a a agente a E a aan nates m The Create Change Order form opens click Create i Create Change Order 5 Create Change Order Create a Change Order for the selected items The selected tems will be added to your Change Order Preview Equipment Z Progress Select Manubacturer Model Category Componentld Change Type Crestron Crestron Control Systems TOU O05 Added The Change Order displays on a tab OWAN 001 2 bo E p Serice Orders Revicion Management Change Order Project HACGOWAH 0M J 96 The Project He prints the report and Franz then meets with the client s to discuss and to get a signature Updating the Documentation and Closing the Project Laura wants to update the drawings to account for the added touch panel so she opens the MACGOWAN 0OO1 vsd file and drags out the CT 1000 and Cresnet products to the Plan View page and positions them next to the Jacuzzi en A CON 005 CRESNET Audio HE ml a ii in popa ee E i Figs s a ul To i N a J BrE Tika B L Lan ia When finished she
2. aie vima va Dickinson House DICK INSONOOS n3 Dio Home 0001 0T aie MacGowan Hom MACGO wWwAM 00 02 w H Create a new project 53 Copy this project 3 Move this Project i Create a new revision of this project Import a project O E E guns gta sie O P w ie a at 7 P NP The following screen opens They leave the default file name for revisions so he clicks OK Create Revision Please enter a name for this revision Filename MacGowan Home Rev Ol Revisions display on the Selected Project Details tab 92 The Project E Wei Promote Revision x Delete x mo O OOOO O e O i D Machowan Home Rev Ul dtlrey Dave then opens the project and attempts to add the CT 1000 to the project but it is not in their database He selects File gt Manage My Product Data D Tools Manage My Product Data File View Help Manufacturer Category Type Phase Search Ole Gal x call S 5 fe al E ee Modi ea a e AMX Belkin C Chief Clearone Clockaudio Crestron Da Lite D Tools Inc Extron GE Security Generic Gyration Hubbell interes C Display discontinued products Refresh C Display only unapproved products Clear Filter He then clicks the Download tab El p Tools Manage My Product Data SI 5 Tutorial 93 selects the product for download and then clicks Download File View Help fat Start
3. sef Machowan Front Elevation dwg Add File Tae sef Machowan Plan Cropped dwg Rename File Delete File Del Get Latest Pe ee ee ee ae ad 72 The Project The Project launches in AutoCAD E AutoCAD 2006 HOT FOR RESALE C 1 sen0sMy DocumentsiD T Tools Projectsi he MacGowans MacGowan HomeWMACGOWAH 001 Schematic dwg File Edit View Insert Format Tools Draw Dimension Modify Express Window Acrobat Markups Adobe PDF Help 0 X HHA OKREA L Ag s Boeover LAI ARR SSA BA an w e Standard iw 5 2 9 GR Bo0 yS S O ByLayer _ Bu Layer w ByLayer ByColor al aex y a Si a SIERS e A Manufacturer ki Covered Porch Installed Price 2 8 Audio Video System Installed Pric Liberty Cable 14 ao Liberty Cable 14 SpeakerCraft AlN a SpeakerCraft AlN Control System Installed Price 1 Crestron CT z Game Room Installed Price 26 400 Audio Video System Installed Pric E Active Thermal Management COI 6 Chiet MT Global Vision Ltd 24E a Global Vision Ltd 24E i Global Vision Ltd 24g 15 Global Vision Ltd PL p Global Vision Ltd PO Global ision Ltd PIO a lt gt MoA e Pl Mg ANSI B 11 17 4 ANSI C 17522 4 ANSI D 22834 4 ANSI E 34w lt 689 1 770 1 84857E 04 0 0 SNAP GRID ORTHO POLAR OSNAF OTRACK DYN LWT MODEL amp rth elk i 5 poe The display settings above are based on my personal settings Your AutoCAD interface may vary slig
4. Currently they do not plan to use Custom Project Properties s Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step 10 Set the project custom property values and save your new project file Custom Property Custom Property Yalue CustomProperty 1 CushomProperty CustomPropertys CustomProperty CustomPropertyS CustomPropertye CustomProperty CustomPropertye CustomProperty9 CustomProperty1 0 Cancel Previous Hest Save 20 The Project When he finishes entering the information he clicks Save save Hew Project File My Recent Documents Desktop My Documents i My Computer File name MacGowan Homel I Mu Network Save as type D Tools Project files ctl w The default save location for a project in SI 5 is C Documents and Settings username My Documents D Tools SI5 Projects Client Name Project Name for Windows XP users For Vista users the default path is C Users username Documents D Tools SI 5 Projects Client Name Project Name SI 5 Tutorial 21 Creating the Proposal Franz right clicks the project and selects Open Project in SI Text 15 5 Professional File View Tools Help Navigator Bar a Client The MacGowans ou Project MacGowan Home MACGOWAN 001 7 Show Projects changed in last week g l ee ee L a al View project information JA Check In this pro
5. He then clicks the Add File button 7 New gt Add i Filename i 62 The Project The Add File form opens and he browses to the file and then clicks Open Add File to MacGowan Home Look in Oo em EP xref Macsowan Front Elevation dwg Ep xref MacGowan Plan Cropped dwg My Recent Documents Desktop MMi Documents i hy Computer File name sef Machowan Front Elevation dwg w biy Network Files of type All files w He clicks OK for the message stating that the files will be copied to the same directory as the project file Add Files 7 Files added to a project must be in the same folder as the project file This fle will be copied to the project folder in order i to add it to the project The files that he added are now displayed in the Projects files for section New E Add File Filename MACGOWAN OD1 vsd Hef Machowan Front Elevation dwg Hef MacGowan Plan Cropped dwg While he is in SI 5 he also changes the status of the Project to Engineering and lets Laura know that it is her time to shine t SI 5 Tutorial 63 64 The Project Laura then opens the Visio file for the Project and clicks the Plan View tab Her first order of business is to insert the AutoCAD file onto a Plan page type in Visio Laura is kind of a geek and actually read the user s guide for SI 5 and she follows the instructions for th
6. h She then drags the Floor shape from the stencil to the drawing page po a h gt Pat a T Fi aa ee m re F fF pm ees E E Tear Foe E u a fi Se Se ae kaak Fma ol r x eee M ae i ee a po E m a woe os a g g oo pType your sar h fare gt 3 a CabinetTools SI 5 Tutorial 41 The Floor shape is resized using the handles on either end of the shape The next things that she lays out are the fireplace and existing cabinetry in the room She begins by dragging out the Mantle Post shape to the page 144 To trm m m e ee m Eer Dea al ee ae Vege a s m 1 0 v hapes P i Search for Shapes 1 Type your search here Glue to Guide dl CabinetToals TELLE sanee au STARMAN AM A TAT H HACGOWAH 001 vsd Microsoft Visio E File Edit Vi Insert Format Tools Shape D Tools D RH Shapes Window Stencil Tree Ex Pan amp Zoom Window ip Custom Properties Window Hii Video Wire a 42 The Project With the shape selected she then enters in the proper height in the Height field of the Size amp Position Window Bo ie gt Mi eT eas A Lash ERRER R al al il il ill all lll all ll lll all all al al 165 25 in J as She then copies and pastes the shape to represent the other side of the mantle To assure a proper distance between the mantl
7. 25 Product Explorer HH Product Grid Download i Import i Administration Select products to download Show me All O Tools Manufacturers ie O a O6 CT 1600L w DE O6 CT 1600LAV DW D CT 3200 i D CT 3200L w O6 cT 3500 E s J CT 3500L i 06 DAPL PAK C DAPLPAK RC LC 600L w DB n O6 LC 1600LAw Dw O6 LC 3000 H 06 LC 3000LAW 06 Mew OS me2w c17pak s D MEZWI C17PAK m50 Products you have selected for download e Crestron EH Products BE Control Systems Download options Select fields you want updated Description MSRP 4 Labor Dimensions 0 Specifications Image Packages Download visio shapes Download AutoCAD blocks C Mark the products download as unapproved Goto D Tools DatatChange Company Name D Toolz Inc Senos Data subscriptions available 420247 Selected for download 1 Product s He calls Marge to confirm the pricing and install hours then clicks the Product Explorer tab to edit the product Once he edits the product he adds it and a Cresnet run to the project He then Saves closes and checks in the project He then wants to create a Change Order for the client to sign before they proceed He selects the project in the lookup and then clicks the Business Manger tab gt Revision Management tab He checks the two revisions and clicks Run 94 The Project s 15 5 Professional Fie view Tools Help Navigator
8. Plan Scale shape and clicks OK Change shape for Triad IW BROHZES4 LCR 23 Processors H2 Receivers G2 Speakers Bookshelf Center Crossover Elevation Elevation Plain Elevation with Feet Line Image Outdoor Plan Icon Plan Icon 2 Plan Icon y all mit Plan Scale Round Speaker Schematic Schematic Speaker Stands Sub wooter Vad Former Triad WW BROTE LOR FLU 002 Cancel SI 5 Tutorial x 67 68 The Project She continues adding all of the speakers to the page For the in ceiling speakers on the porch she leaves the default Plan shape She then adds the touch panel plasma and the rack to the page all products are selected below to make them easier to see i Pe ee Tem Le Fe eae e a N F J ee Po att ee a a el ed os mee a a eee pum a gore Pia awe j wy eee ee ee The touch panel is a specific Manufacturer shape rather than the stock generic shapes in SI 5 When GLV downloaded their Crestron data from D Tools they chose to download the Manufacturer specific Visio stencil as well D Tools Manage My Product Data File View Help fal Start E Product Explorer HH Product Grid Download by Import soe Administration Select products to download Products you have selected for download Show me Crestron o o o be mE Crestron CAD ves Misio Stencil All D T oole Manufacturers w
9. Plan and Schematic Drawings Meanwhile Franz has been in communication with the architect Irene Drawthings who designed the MacGowan s house She does not want to provide the dwg file since it is her intellectual property but would be happy to provide a printed copy of the plans After explaining that they just want the two rooms that they working on the architect agrees to give them a partial floor plan and an elevation in dwg format Franz sent Irene a handy pdf file that he downloaded from the D Tools forum http www d tools us showthread php t 1041 detailing the commands that must be run on the file in order to import into Visio At first she did not want to spend the two minutes required to run these commands but a phone call from an angry Mrs MacGowan helped SI 5 Tutorial 61 Once he receives the email with the dwg files he downloads them to his machine and renames them Since these are not actual SI 5 project files they do not name these files with the project number as they do for SI 5 project files To keep all files together he launches SI 5 and then clicks the Projects tab He selects the project in the Project Grid and then clicks the Selected Project Details tab a JLA Mmo 1 i i J Client The MacGowans Show Projects changed in last week Projects Dickinson House DICE IN SONOS O1 Discovery Dio Home oggi O1 Discovery MacGowanHom MACGOWAN O0 D6 Approved i ee ee a a ee
10. Bar Client The MacGowans Checked Out to You Orders and Accounting Project MacGowan Home MACGOWAN 001 Check Gut eye y y y y aaa Start Page Sales Orders Work Orders Revision Management a Restore IB Reports View Proges A Select Al Deselect Al af View all work orders GF View all change orders Project Revision Manager MacGowan Home MACGOWAN 001 wg View all service orders Please choose two project revisions from below Open QuickLinks Projects changed in last week E Change Selected Project E amp Bruce Dickinson G Ronnie James Dio The MacGowans XZ MacGowan Home Select File Name Revision Description Iv MacGowan Home dtl dS File R RDR A L L A The display defaults to Project Overview so he selects Equipment and Labor from the dropdown 15 5 Professional Fie View Tools Help Navigator Bar um Client The MacGowans Orders and Accounting uuau GIRU MacGowan belie E hbid iat FR Orders F Work Tee r Revisio uel Restore I Reports view Project Overview prg Project Overview Projec Equipment and Labor Jer Packages Comparing project revision 1 to project revisit i Te an an ee ee ee ee a Te p View all sales orders s2 View all work orders EF View all change orders ew View all service orders w w 7 ig el D tn M ine SI 5 Tutorial 95 He then checks both products and clicks Reports gt Change Order
11. E lgnore labor calculations on equipment and wire products Use labor type products only for labor in package 4dd Remove Package Contents 7 Category Manufacturer Model ComplD UnitPice MSRP WireLlength H Jit E erty Cable 14 2C GRv AUD 009 Wire 4nd Cable Liberty Cable 14 2C GR Y AUD O12 Wire And Cable Liberty Cable 14 20 GR SU0 005 Wire nd Cable liher Cable 14 40 G RY amp 1LIM NNE UII Base Price 4353 00 Location E Equipment in Package can be In different Locations one Discount _ Unassigned oe Game Room eee le ces Covered Porch Cave Cancel SI 5 Tutorial 81 Since he is within a project he makes sure to select the Location and Zone for these products and then clicks Save He clicks Yes when prompted to update the MasterTable and then Yes when prompted to add the package to the MasterTable Update Package P Update package in Master able ce D Tool 15 Projects P Package with name Trad 5 1 Surround MUM Solution does not exist in MasterT able database Create a new i package ves Jiono They realize that this package could be the basis for some complete solutions including a receiver and a display device Dave Tools gt Manage My Product Data in the Navigator The MMPD interface opens in its own window 15 5 Professional File View Tools Navigator Bar 9f Application Setup Wizard Client Bruce Dickinson Projects J Manage My
12. Game Room Game Room C aran Dare Install Price SI 5 Tutorial Zone 96 05 Audio Video System 66 05 Audio Video System 572 26 Audio Video System 572 26 Audio Video System 1487 30 Control System 326 35 Audio Video System 206 43 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video System 0 00 Audio Video Systern 96 05 Audio Video System 66 05 Audio Video System 66 05 Audio Video System 96 05 Audio Video System 96 05 Audio Video System 96 05 Audio Video System 1722 70 Audio Video System 63 34 Audio Video System 66 56 Audio Video System TTA RR Ata t hdan Dakara Although he has been saving frequently that just might be sage advice he clicks El one more 27 28 The Project 15 5 Professional File View Tools Help Navigator Bar Client The MacGowans Project MacGowan Home MACGOWAN 001 T Project Grid hz Show Projects changed in last week T Projects HE Open this project in SI Text f Selected Project Details Ly 3 View project information Fit Check In this project Projects Undo Check Out i Ms 3 Copy this project Dickinson House DICEINSONOUS 01 Discovery Bruce Dick Move this Project Dio Home O00 O1 Discovery Ronnie Jari ra Machowan Hom Create a new revision of this project
13. Get Latest Project Files Check Gut ah Check In R Undo Check wuk Force Unda dobeck in your changes to the server ee ee alii a a ste et Ca Create Revision enn ara F mia one ent bad gen din are SI 5 Tutorial 29 Line and Elevation Drawings Laura then launches SI 5 on her machine and is prompted to login She has been assigned a license of SI 5 Standard She clicks the Project tab then selects the project in the Projects section of the screen and clicks Check Out this project so that she has custody of it 15 5 Professional File View Tools Help Navigator Bar E Client The MacGowans oma Project MacGowan Home MACGOWAN 001 Z Project Grid Selected Project Details _ Projects E Open this project in Sl Text Cy view project information Show Projects changed in last week l l Projects Get latest version of all files for this proje 2 Nae veiim vosaus Checked OA Tog Dickinson House DICEINSONOOS O1 Discovery Dio Home OOO O1 Discovery pe MacGowanHom MACGOWAN DD OU Estimating Check Out this project ih Create a new project Archive this project Import a project x Delete this project x Remove local project files i Makamenect gala we ottne ae _ _ Ae ct oe A on met s oo a a ee mateter unie geen of She selects the project and then right clicks and selects Open in Visio gt New Drawing ss 15 5 Profess
14. Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step 6 Define the location types for this project mtd auu B Cancel 16 The Project Step 7 Define Locations si Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step 7 Define the locations for this project fee dd New Location La D F Location COVER Hame Covered Porch Description Cancel SI 5 Tutorial 17 Step 8 Define Zones See the SI 5 User Guide for ideas on how to use Zones In this case Zones are used to define systems or subsystems si Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step 8 Define the ones for this project Bo oo ee Name Description AudioVideo System Control System Cancel 18 The Project Step 9 Contract Percentages It was decided that since this is a small project they are going to bill for it as 50 Initial payment and the remainder upon completions of work E Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step S Modify the contract percentages Payment Type Billing Percentage 100 0072 50 00 Billing Date a e intial Deposit Final 50 00 i Cancel SI 5 Tutorial 19 Step 10 Custom Properties
15. Labor Sales Tax Rate 72 T O000 SI 5 Tutorial 3 Scrolling down in list you see the list of project statuses Project Statuses are an internal way of communicating where each Project stands They have determined that these statuses best represent their current business process s 15 5 Professional File Yiew Tools Help Navigator Bar E Client Bruce Dickinson Not Checked Out Project Dickinson House DICKINSONO003 Check Out cyjac a Run Application Setup Wizard B Edit la Save Setup Application Settings Application Project Settings Formatting Staff Types and Members 6 Designer i kw i Laura eo Project Manager i km fi Dave ie Other Project Statuses ga aag L gt 01 Discovery la 02 Estimating 03 Project On Hold 04 Proposal Submitted 05 Proposal Rejected hal DE Approved Project Custom Property Name Settings Property Position Property Display Name 4 SI 5 Settings Application Project Settings Setup tab gt Application Project Settings tab Phases Then they setup their labor information for each project phase As noted above they do not add a Misc Parts for items sold in the Rough In phase For more information on Misc Parts as well as Equipment see the SI 5 User s Guide F 15 5 Professional EP x File Yiew Tools Help Navigator Bar a
16. PANTEI Staff Types and Mernbers os GA Go W k pee JE Sales Rep AA Designer coat DL Project Manager ee ce eo eee a SI 5 Tutorial They opened the SI 5 ot C Documents and Settings Test MasterMe Documents DO T oale 515 Projects i ee an s em an 2 SI 5 Settings They setup their Company Information with logo Misc Parts Factor and Tax information s 15 5 Professional File Yiew Tools Help Navigator Bar kz Client Bruce Dickinson Not Checked Out i Run Application Setup Wizard B Edit la Save Setup Project Dickinson House DICKINSONO003 Check Out te yl MEGSE Td Application Settings z Company Information Company Name Address1 Address2 City State Country Phone Fax Email Project Projects Folder Default Wire Length Measurement Units z Price Price Type A Price Type B Price Type C Tax Application Project Settings F ormatting Global Vision Ltd 1313 Mockingbird Lane Liverpool NE Postal Code 30210 555 555 1234 555 555 4321 info globalvisionltd com C Do not syne company information C Documents and Settings T est Master My Documents D T ools 15 Projects us i A Equipment 2 0 00 Misc Parts 3 50 Sales Tas Rate 72 0000
17. Product Data Project SESER House DICKINSONG i Open this li Report Designer roject Details F View proj ee QuickLinks T Create a new project Import a project x Delete this project 5 ae t sa ont Tn tien tes oat 82 The Project D Tools Manage My Product Data File View Help Manufacturer Category Type Phase Search Ola7 Galx al cals EJE jal Active Thermal Management gt Manufacturer Model Category 3 UnitFrices AMX Belkin Chief Clearone Clockaudio Crestron Da Lite D Tools Inc Extron GE Security Generic Gyration Hubbell Intenra C Display discontinued products C Display only unapproved products Clear Filter He then clicks the Product Explorer tab selects the package then clicks the Gal button D Tools Manage My Product Data File View Help GY Stat 25 Product Explorer E Product Grid Download A Import SF Administration i Products H Packages GE CC BG1600 Basic Gold 1600 Whole Syst vee Head End Audio Video Distribution and Source vee Home Theater Processor Amplifier amp Sources i vee Home Theater Receiver amp Source with Room i ven Home Theater Speaker System Ellipse 5 1 wi i vee Home Theater Video System 3 Chip DLP gt vee Triad 5 1 Surround I W O0 W Solution i vee Wire Assembly Local Surround System 5 1 Ww i teen Wire Assembly Reference Surround System 7 i vee Wire Assembly
18. Room Audio with Control Wire Assembly Structured Wiring 4 Port Medi SI 5 Tutorial 83 A copy of the package is displayed on a tab in the right hand side of the screen D Tools Manage My Product Data File View Help i Stat 25 Product Explorer E Product Grid i Download oe Import sof Administration Ea Fa VF l Copy of Triad 5 1 Surround OW Solution H Products Fackage Details El Packages Image Copy of Triad 5 1 Surround WOW Solution GE CC BG1600 Basic Gold 1600 Whole Syst Paekage name Head End Audio Video Distribution and Source ee Home Theater Processor 4mplitier amp Sources Description os Home Theater Receiver amp Source with Room on wall speakers for the rear vee Home Theater Speaker System Ellipse 5 7 wi pa Home Theater Video System 3 Chip DLP gt Pepot Options Triad 5 1 Surround hw Solution _ Summarize in client reports vee Wire Assembly Local Surround System 5 7 Ww C lgnore labor calculations on equipment and wire products X Wire Assembly Reference Surround System 7 Use labor type products only for labor in package seen Wire Assembly Room Audio with Control bese Wire Assembly Structured wiring 4 Port Medi Accessor Options Include accessories Prompt Include accessories Do not prompt Do not include accessories dd Remove Package Contents Category Manufacturer Model ty UrtPice MSRP WireLength Head E
19. Template vst D Tools 515 A1 Template vst D Tools 515 42 Template vst D Tools 515 43 Template vst GYL 24 4 36 Template vst Drawing name MACGOWAN OOT vad Dial The file that was created does not display on the Project Grid tab but can be viewed via the Selected Project Details tab She selects the project right clicks and then selects Open in Visio gt MACGOWAN OO1 vsd She could have also opened the file via the Selected Project Details tab s3 15 5 Professional File View Tools Help Navigator Bar q Projects Open this project in SI Text B View project information Jh Check In this project Undo Check Out Fy Create a new project 3 Copy this project 3 Move this Project ai Create a new revision of this project Import a project Add a file to this project Ey Create new Visio drawing for this project Pa Create new AutoCAD drawing for this 5 ee a a Oe Oe As Client The MacGowans Zu Project MacGowan Home MACGOWAN 001 _ Selected Project Details _ Jj 7 Project Grid Q gt Show Projects changed in last week Projects Dickinson House Dio Home b MacGowan Hom i i P p N _ 4 oO apne a a aie ee S y wate aa AM ann OO ee eee ae cant nl DICKINSONOO3 0001 MACGOWAN 00 D 01 Discovery 01 Discovery 02 Estimating laura lt P 9 Bruce Dickir Ronnie Jami The MacGo o Checked Out to Check SECK Wut Open Proje
20. They decide to do a working lunch so Dave logs into SI 5 He then synchronizes his database i 15 5 Professional Fie View Tools Help Navigator Bar start Fy Create a new project a View all projects Syne product data S Open Manage My Product Data ioe Aun Application Setup Wizard D Tools News a h a He checks out the project si 15 5 Professional Fie View Tools Help Navigator Bar h Client The MacGowans Projects aus Project MacGowan Home h i A T Project Grid Selected Projec E Open this project in Sl Text F View project information Show Projects changed in last week l Projects T5 Get latest version of all files for this proje 40 Check Out this project Create a new project 9 Archive this project Dickinson House DICE IN SONOS Import a project Dio Home TIELEN X Delete this project ru MacGowan Hom MACE OW AN O0 x Remove local project files A ee ee ee ee ee E ar 78 The Project Since he wants to be able to work offline not connected to the network he selects File gt Disconnect from SI5 5 Server 15 5 Professional View Tools Help Po New Project Ctrl M Disconnect From 515 5 Server x rs Get latest version of all files for this proje Check Out this project ae ie F ad a eee He gets prompted to make sure he s done everything needed before disconnecting from the server Work
21. a a ae l zl 2 Video Sources 7 G8 Wire and Cable k E Manufacturer E 2 Crestron BR Middle Atlantic Products z l I l Custom a H E CabinetTools ra Product Explorer O x oo g alva El Products Hl Packages Project DataMatrix Ox a er x y a al a ale amuied ENEH Hci FHEIN Tikal TM Morirag Hersi iE Drem Lana Phm Dyer pe TET Elerion Wee 3 Search for Shapes Type your search here H CabinetTools Page 3 4 46 The Project She then begins work on building the rack She begins by dragging over the rack and rack components from the PDM to the drawing page HA HACGOWAH 001 vsd Microsoft Visio File Edit View Insert Format Tools Shape OD Tools Window Help Adobe PDF Type a question for help X D EHSA By le Le Ay Gm 2 Arial it BZ U EZZ A 4 o S s oE Project DataMatrix oe a a a a ie o RS a toe ce te tee O x 7 a al al alm z Manufacturer t Covered Porch Installed Price 2 80 132 126 Audio Video System Installed Price F Liberty Cable 14 21 E Liberty Cable 14 21 SpeakerCraft AIM SpeakerCratt AIM Control System Installed Price 1 Crestron CT 1 Game Room Installed Price 26 400 bide Allelic Produc AAC Audio ideo System Installed Price E Active Thermal Management COO E i Chief MTA Global ision Ltd 2481 Global ision Ltd 2481 E Global Vision Ltd 24
22. a fish tank filled with many species of fish 38 The Project including a killer crayfish How a crayfish lives in a saltwater tank is a mystery to scientists Fortunately Franz took photos of the room while he was at the MacGowan s house so she has a basis for the drawing She begins this drawing by dragging a guideline down from the ruler to the page to help line up shapes To do this left click and drag when the cursor turns into a double arrow k Window Hep Adobe POF al ies T drial i pt E J U Lae A it Drag to add a horizontal guide CTRL drag to set the vertical ruler zero Double click to reset horizontal ruler zero bo default i HH MACGOWAN 001 sd Microsoft Visio pan k E File Edit wiew Insert Format Tools Shape D Tools Window Help Adobe PDF Type a question for help 2 X D FHUSA Xar 9 RL A ljim Bi aval it BZ U 2 S A 4 Q 8 Project DataMatrix Ox Se RecA A APM A A AR eo E TEE AMM E EE A AM ee AM lleix x a al a am E Mee E me Covered Porch Installed Price 2 80 Audio Yideo System Installed Price Liberty Cable 14 2 Liberty Cable 14 2 SpeakerCraft ALM 163 SpeakerCraft AIM Control System Installed Price 1 Crestron CT 1 Active Thermal Management COO Chief MTA Global Vision Ltd 240 Global ision Ltd 240 Global ision Ltd 240 Global Vision Ltd PO Ch Global Vision Ltd a P
23. d tools System Integration Software 5 Jotect wiact import function you would Bhe te usa a gle Mh pr ows Me Ci Maa Love pt etree pie y eget Otrow ts Pe Varage Vy Mosa Dets abt sr ol Pw P ou Oh On eee bh 4 Ar etal at aes a System Integrator TUTORIAL Table of Contents TapDie OF CONTENTS sysisri cit sia ais Gra ciettia end cna eid cierane eta une ciarate te ee na ae enema wee e caw eee a el auanewen 1 MEF OCUGCUIO Miviciieseatcetnemenencmmmanebmnnmeumncunaea ease dctade wee sulle ddeawde wesw ddeausveubwebeeemewececeaet 3 WHE COMPANY sasmita a iaaa 3 SI 5 S QEUINGS eae aaa a EEEE 1 APppICaHON SEUNS a er rE AE E a Lida AE a EOT 1 ADDIIEALIOM ProOrect Seting Sasa a r a a a eaaa aE 4 PINASCS nen ae E A E E O AE EAO 4 COnNtractPorcontag eS iis rei a e AN a E 4 FO MAAN eaa e Ar a E E a A 4 Work Order SeN Seeker rere aa a e E aa e e viet Eai 5 PRASA ON sara E E O A edn pe A 6 TNE Project oore e e aaa aaa ea a N 7 DISCOVElY WAM CIEN cirereta a 7 creatino times Pro eC Eaa E N a a nad eeeceas 8 Step 1 Project Name and Staff ASSIGNMENKS cccc cece cece eee e eee eeeeeeeeeeeeeeeeeeeaaes 10 Step27 Ste AGOIeSS arraian aa ea cure n A A ob iaasiany Suman E tees Anew naaaes 11 Step 3 BIMMMG AGOrESS raaa acme ani E ta caer OA 12 Step 4 Projech Contacts ina ar a ah aaah ie ne cea A ates 13 Step 57 SCODG OF WOK ari scion mites nease wie E E deere a emaatentinnt A aa 14 Step 6 LOCION TYPES aaa nition
24. for the product To do this he clicks the Description tab and then selects the proper Location and Zone When finished he clicks Save MR ue a TE _ ii he ae f md E _ _ ei a d Eo rm 7 2 f p Pe we ot ot ean E Po ae Sal in o e i ii Fe we ee a Description Price Specifications Accessones Custom Properties Product Description Location Rack Mountable Multitype Cresnet Distribution a _Unassigned Block Game Room Covered Porch Client Description Rack Mountable Multitype Cresnet Distibution Block NOTE All Pricing ts for Demonstration and Training Purposes Only Do Wot Use On a Client Proposal one Control System ee ee N Re ke pt Fe i me F OF n 26 The Project He then continues to add Products to the PDM by dragging and dropping until he has all of the Products that he feels completes the Project When he dragged wire to the PDM he was prompted to select a Head End wire length and a terminal start end Assign Head End Head End Phone Phone Service Rear PTY Roof 055 Room Speaker Delete Room T Security Security HE Spa VC Subwoofer Telecom HE Upper Deck wire length 100 Update default wire length Wire terminal start SPK iai Wire terminal end PCA When Franz is finished the proposal looks like this f D Tools 1 Text C Documents and Setting
25. h Page 3 4 She keeps the cabinet bottom on the right open to show where the rack will go and adds a door to the cabinet on the left by right clicking the shape and selecting Show Solid Door Choose Wood Fill Adjust Height Width Kick Show Top view Show Cloth Door Show Glass Door 44 The Project To remove the shadow from a shape right click and uncheck Show Shadow Show Shadow show ShapeSheet D Tools To fill in the color for the cabinets she selects each shape then right clicks and selects Format gt Fill show Shadow Do EJ show ShapeSheet PF Text D Tools Al _ Line amp Cut a Fill a Copy Pena ee GA Paste ee Ink View man Protection SI 5 Tutorial 45 She then selects Wood Zebrawood from the Pattern dropdown Fill Shadow yr Large Perf Metal Rust Color Pattern color Pattern Transparency 2creend Pattern color Stone Grey Marble Stone Red Brick Transparency Wood Cherry tenn ieee Preview Wood Ebony Wood Mahogany Wood Maple H HACGOWAH 001 vsd Microsoft Visio BE File Edit View Insert Format Tools Shape OD Tools Window Help Adobe PDF Type a question for help 2 A X O ai GB H a rA h A Al B aria i2pt BOF U A J Q B B 2 Stencil Tree o x ChB at Rt eee ee TA HEE TPE Rt lee en teen e
26. i Date Customer ob The MacGowan MacGowan Home 25 2009 Client Name The MacGowans New Customer ze a aa Abs Address 123 Clover Lane Clover Lane Ooo H Da SS Sales Order Number 50 002 City Product State Fip EME 2 Add Delete Assign Product Category Manufacturer Model ltem Description Quantity Cost Amount Markup Total Tas AcCCeSSOnes Crestron BB 4L CRESTAON B Back Bos forl 60 00 60 00 40 5 100 50 Tax C ccezsores Crestron CNSA MAK CRESTRON C Rack Mount Ki 90 00 90 00 60 75 150 75 Tas eal a ee a ee ee a Once the estimate is transferred to QuickBooks he emails Marge to inform her of the transaction Since all of the products were added to the Sales Order he wants to change the status of the Sales Order to Closed He clicks the Orders and Accounting tab gt Sales Order tab and double clicks the 60 The Project Sales Order to open it He then uses the dropdown to change the status and then saves the Sales Order Perai ee et oe oe a Ra y oT T ae i E lt Status Open d 5 4 ales Order D etaik t s COo Order 50 002 g l 2 Date 2415 2009 v T 5 Status Open w 4 ro Comments k d S 4 2 p E d iie ro r pem a Ta ee ae L n i Since the Estimate is over in QuickBooks Marge does not even need to interact with SI 5 She opens QuickBooks on her machine and reviews the Estimate before creating Invoices and Purchase Orders
27. saves and closes the file and then launches the MACGOWAN 001 Schematic dwg file to add them to the schematic drawing Crestron C T 1000 OUT When finished she changes the project s status to 10 Completed and then saves and closes the project file Time for lunch SI 5 Tutorial 97 Appendix A Global Vision Process Flow Proposal Process Flow Legend ProjectName could be any string It does not have to be the actual Project Name LinkTools YES Create QuickBooks Estimate From Sales Order Go To Engineering Does Not Include Accounting Pade i Integration Work Flow Connector i 98 Appendix A Process Flow From Proposal Process Engineering Process Flow Return From Order Equipment YES Change Order Process Go To Change Order Process SI 5 Tutorial 99 Change Management Process Flow From Engineering Consider using a field in the PDM to identify the items involved in the change Not all changes are the result of the CO Only select the changes that will affect the price of the project YES To Engineering 100 Appendix B Help Videos Appendix B Help Videos htto www d tools com site downloads SI 205 20Help 20Videos pdf
28. www screencast com t D4qYMOhGlo Editing Data http www screencast com t XQIT17CH8N Creating a Package http www screencast com t IZOBHFiC_r SI 5 Tutorial 7 The Project Discovery with Client The initial discovery with the client the MacGowans went as follows They are looking for a simple home theater option They entertain on their covered porch frequently so they would like audio there as well Their budget is right around 25 000 They bought the house new five years ago and believe that they can obtain the AutoCAD file of the floor plan from the builder After the initial discovery Franz made the initial sketch of the systems that only he and one other person can read i t i Hi ap o 7 H eei ee i Ine OER snipe Tsy gt Pav 8 The Project Not being particularly skilled at drawing Franz asked Laura to make a better sketch of the systems Work now begins on the proposal by starting a Project in SI 5 Creating the Project Franz launches SI 5 and is prompted to login D Tools SI 5 5 Login Please Sign In Username Password Server Port i j Cancel The SI 5 Navigator opens and the Start tab displays 15 5 Professional File Wiew Tools Help Navigator Bar start Create a new project View all projects Syne product data 4 Open Manage My Product Data oe Aun Application Setup Wizard D Tools News S
29. 81 Global Vision Ltd PON Global Vision Lhd PON Global Vision Lid PO Global Vision Ltd PO Global Vision Ltd Pow 4 E Stencil Tree O x E E E Standard A M Ea Hea Aopessories LEEA i 0 a Page 3 4 SI 5 Tutorial 47 She begins assembling the rack by first positioning the electronics Each elevation shape has a connection point for snapping to the connection points on the rack which are spaced out at 1 75 intervals To see the connection points she selects View gt Connection Points EH MACGOWAH 001 vsd Microsoft Visio File Edit D amp ld Project DataMa BEd 2 wiew Insert Format Tools Shape D Too SH Shapes Window Es Pan amp Zoom Window i Custom Properties Window Size amp Position Window Drawing Explorer Window Task Pane Ctril F 1 t Covered Toolbars iaia v Rulers Grid Guides Connection Points b Contro Page Breaks o Header and Footer ely a a an ee tT SRO Wak Glue to Connection Point 48 The Project She continues positioning the electronic components including the vent at the top of the rack e Py el ee COOL VENT I a ee Y a ee Next she drags over the rack shelves and positions them around the components When a shape covers another shape she uses the Visio Bring to Front and Send to Back commands Clicking once selects the fo
30. Client Bruce Dickinson Not Checked Out a Project Dickinson House DICKINSONOO3 Check Out Crael Ip Pe Run Application Setup Wizard B Edit la Save Setup _ Application Settings Application Project Settings Formatting non aw k ft Rough In Phase Name Trim R hl Programming a le Finish Service Show Head End Dialog for Wires in Projects C Ignore Labor Calculations for this Phase Training Overtime Testing Out OF Town Factored Factored Cost Hr Price Hr Margin l Factor Difficulty Time Multiplier Cost Hr Price Hr 3000 75 00 60 00 100 00 100 00 100 00 30 00 75 00 0 00 0 00 i 0 00 0 00 100 00 0 00 0 00 0 00 40 00 100 00 60 00 100 00 50 00 20 00 50 00 50 00 1 25 00 60 00 N 100 00 25 00 12 50 31 25 Factored Totals 60 00 175 00 62 50 156 25 Phase Specific Adjustments Override Project Defaults for this Phase Misc Parts Equipment 1 00 0 00 Contract Percentages ee kd Payment Type Billing Percentage 100 Contract Percentages They use the following contract percentages for the majority of their projects Contract Percentages Payment Type Biling Percentage 100 0022 Initial Deposit 30 00 Progress Fayment 0 00 Final 20 00 Formatting Setup tab gt Formatting tab SI 5 Tutorial They chose the following formats for their Component ID and Project ID F 15 5 Professional oy Xx File Yiew Tools
31. DIO S44 Rca AuUDIo c Ai RCA A UDIO SBF RCA AUDIO SBL RCA AUDIO SR uk p ut RCA AUDIO 5w 76 The Project When she is finished making connections the drawing looks like this E AutoCAD 2006 WOT FOR RESALE C 1 sen0sMy DocumentsiD T Tools Projectsi he MacGowans MacGowan HomeWMACGOWAH 001 Schematic dwg File Edit View Insert Format Tools Draw Dimension Modify Express Window Acrobat Markups Adobe PDF Help HD Deb amp 4e2 shove e a ABRs SB B A Aia s G Boo E O ByLayer Bu Layer w ByLayer ByColor xo Olax y a Say aly ale amp a D ga A Manufacturer t Covered Porch Installed Price 2 8 Audio Video System Installed Pric D Individual Items Installed Price 1 i 2 W Liberty Cable co W Liberty Cable A SpeakerCraft A SpeakerCraft 5 Control System Installed Price 1 Individual Items Installed Price 1 5 oa Crestron Game Room Installed Price 26 400 7 Audio Video System Installed Pric i z Individual terns Installed Price 1 t A Active Thermal Managemen Chief yt A lt gt 4 4b Fl b Model i ANSI B 11817 A ANSI C 17822 4 ANSI D 22834 4 ANSI E 34a lt A127 570 1 79236E 04 0 0 SNAP GRID ORTHO POLSA OSNAP OTRACK DYN LWT MODEL SI 5 Tutorial 77 Second Internal Approval After finishing Laura then saves closes and checks in the project and lets Dave know that it is ready for review
32. H L Crest El CO Crestron Er i Products OO Accessories H OG Amplifiers H O Audio Sources PE Control Systems PIES Distributed Audio O Electrical QOG Equipment Racks PIES HVAC QB Lighting O Phone OD Plates OG Processors OO Receivers OG Speakers OG Switchers na Wire And Cable WE LOISON Sua Ooh Oe tee SI 5 Tutorial 69 The next products that she drags over to the page are the wires for the products She then connects the wires to the shapes When the green connection point turns red the shapes are connected ki 7 1 oo ery A Yr r 5 a sf 4 es AUD 005 r J 7 eo 7 14 20 lt BRY _ Audio HE 70 The Project When finished the page looks like this pal AACGOWAH 001 usd Microsoft Visio E File Edit wiew Insert Format Tools Shape D Tools Window Help Adobe PDF Type a question for help X D EHAA ago Eo A Goi Ci Arial 12 B Z U 22 A 4 23 s 6 Project DataMatrix ox BE CPM ak TTP eT eT a OO l E alex x a Si a l a Liberty Cable E Liberty Cable 14 2 SpeakerCratt AlM E SpeakerCratt AIM Crestron CT 1 my ri md bol mo m ml Liga Active Thermal Management COO E Chief MTA Global ision Ltd 2481 Global ision Ltd 2481 Global Vision Ltd 2481 z Global Vision Ltd PON Global Vision Ltd PON Global Vision Ltd Po Stencil Tree
33. Help Navigator Bar a Client Bruce Dickinson Not Checked Out Project Dickinson House DICKINSONO03 Check Out Graci jr Ke Run Application Setup Wizard ta Edit la Save Setup Application Settings Application Project Settings Formatting Component ID Format ka ae Format Type gt Field Project Number Format i a Mme ha Format Type Value gt Field Company Name Work Order Settings They have setup both Calvin and Hobbes as resources for Business Manager Resources are assigned to Work Orders They created them as Individuals and also as a Group for when they are sent out to jobs together gt Resource Management Ss Resource O6 Group ln Add a resource Resource Type Individual iy Calvin Jones iy Hobbes Smith Group iy Calvin amp Hobbes Contractor Other Resources 6 SI 5 Settings Phase Settings GVL wants to improve their ability to accurately forecast labor on proposals They use QuickBooks to track project timesheets and job cost information Mike and Marge met with the accountant to determine fully burdened labor rates for the staff They were particularly interested in direct labor costs These are cost that are directly associated with the delivery of a project Database They spent several days setting up their SI 5 database Some examples of how they accomplished this are shown here Downloading data http
34. I 5 Tutorial Click the Create a new project link 10 The Project The ten step wizard for creating a new SI 5 Project will open to step one He proceeds to fill in information for each of the ten steps He wisely consults the Creating an SI 5 Project section of the SI 5 User s Guide Step 1 Project Name and Staff Assignments si Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step T Give the project 4 name and assign a project number fF vou leave the project number blank one will be automatically generated for you Proiect Header Chent Status The Machowans 02 Estimating Project Hame Owner MacGowan Home Project Humber MACGOWAN O01 Project Contact and Statt Name Sales Rep Shane Machowan Franz Title Designer Wild Rower Laura Phone Project Manager 555 555 2145 Dave E mail Other shaneymac om com Cancel Previous Hest Save SI 5 Tutorial Step 2 Site Address z Hew Project Wizard Create a New Project Cancel This wizard will walk you through the steps of creating a new project Step Enter the Projects Site Address Site Address Address 1 123 Clover Lane Address 2 pT City Mew Dublin State Postal Code aiki County OOO Phone Fax 11 12 The Project Step 3 Billing Address SS Hew Project Wizard Create a New Project This wizard will walk you through the st
35. MACG OMAN O0 02 Estimating Franz XP J The Mace I Import 4 project T T a Ss Add a file to this project Z E k atier k ee B a ie Pde aye Ba __ at E te ota Meee at as seit alien noel ee SD ee a aa In order to allow other users access to the project Franz selects the project right clicks and selects Check In he could have also used the Check In this project link 15 5 Professional File View Tools Help Navigator Bar Sa Client The MacGowans tus Project MacGowan Home MACGOWAN O01 ae T Project Grid 32 Projects A Open this project in Sl Text Selected Project Details Show Projects changed in last week Projects f FI View project information Fh Check In this project Undo Check Out EB Name Y rjNumber Yr Open Project in SI Text Fisi Dickinson House DICKINSONOOS Open in visio j E ruce Dickinson s54 Dio Home 0001 Open in 4utolad t Ronnie James Di Dio b Se hed Goel aaa cel ea Gerd ea ea a ved eed a jik Create a new project a Copy this project LS Move this Project View Project Information Tie MacGowans a Sy Create a new revision of this project New Project Ctrl M Import a project H S55 Copy Project i Add a file to this project Move Project REE Create new Visio drawing for this project Create new AutoCAD drawing for this pi Rename Project File Refresh Project FS t
36. MaD Solution Marantz SRFOO1 Fackage Details Trad 5 1 Surround MO Surround System with Marantz reciever and Package name Sony plasma This eysterm consists of in Wall speakers for the front and subwoofer and on Wall speakers for the rear The TH Select Surround Sound 4 4 lw Description Report Options C Summarize in client reports E Ignore labor calculations on equipment and wire products Use labor type products only for labor in package Accesso Options Include accessories Prompt Include accessories Do not prompt Do not include accessories dd Remove Package Contents Manufacturer Model ty UnitPice MSRP WireLength Head End Input Terminal Outpt 1 Gases seer ee area ee a terme without Acce Triad Speakers M BRONZE 10 POWERSUB 1 1400 00 1400 00 0 SPE Li Speakel a Triad 0w BRONZE SURROUND BASIC 2 450 00 450 00 0 SFE fo Audio HE Wire And Cable Mey Cable 14 2C GR Y 5 O23 O23 pial J ip L A BRONZE Triad Triad 600 00 50 00 BRONZE 4 LCR 3 Accessones Hcb size 2 1 50 00 0 Base Price 4 253 50 Discount jo fe Package Price 4253 50 SI 5 Tutorial 85 He repeats that for the display device then clicks Save The package he just created now displays in the MMPD interface and is available for use in projects F D Tools Manage My Product Data File View Help fay Start 45 Product Explorer HE Product Gri
37. Offline Before you disconnect from the System Integrator server and work offline please make sure that you have checked out any projects that you want to edit tf while offline Also if you want to view But not edit projects while off you must add them to your local cache by selecting Make project available offline in the project list view Click OF to go offline now Click Cancel to stay online in order to check out additional projects He closes SI 5 and then shuts down his laptop They head over to a familiar coffee joint to discuss Laura points out that they have done similar systems to this one many times with a few minor differences depending on the Project They decide to create a Package in SI 5 so that they can re sell this system in the future without having to build it from scratch each time SI 5 Tutorial 79 They decide that they want to package the speakers as a 5 1 surround option for future clients They decide that they want to have the speakers and the wire in the package To do this Dave open the Project in the SI 5 Text interface they could use any interface to do this and select all of the products He then right clicks and selects Add gt Create New Package f D Tools 1 Text C Documents and Settings Genos Wy Documents Tools ProjectsiThe MacGowans MacGowan HomeiMacGow an Home dil File O Tools View Help My Products Project Data atris g
38. SEY Aranlifiers Page 3 4 SI 5 Tutorial 51 She then drags over the plasma and front speakers and positions them pal AACGOWAH 001 usd Microsoft Visio ER File Edit view Insert Format Tools E D Tools window Help Adobe PDF Type a question for help X D PHARA X 4 J L A E li Aria z 12t gt BJ U S 2 2 A 4 29 S 2 H B Project DataMatrix Ox Pesan ore can Meee A 2 x a l Sia 2l Manufacturer Oo DE e Porch Installed Price 80 Liberty Cable Liberty Cable 14 21 SpeakerCratt Ali 168 SpeakerCratt AIM 4 Control System Installed Price 1 Crestron CT 1 z E Active Thermal Management COO Chief MTA Global Vision Ltd 2481 E Global Vision Ltd 2481 Global Vision Ltd 2407 E Global Vision Ltd PON Global Vision Ltd PON E Global Vision Ltd Pow Global Vision Ltd POW Stencil Tree Oo x E EHE Acoustics gt AAEH Araniifiers El Standard Is 482 Accessories m M A o gt Pl Cover Sheet Elevation View Background Title Page eo uu el Page 3 4 The final touches are added to the drawing She uses the Insert gt Picture gt From file command to add some images to personalize the drawing for the client H AMACGOWAN O01 usd Hicrosont Visio EF File Edit view F Hga A t Mew Page Ls A p 17 bs Arial Field SS AoA AT AMAA AM F Insert Format Tools Shape D Tools Window Help Adobe PDF FF Proje
39. a gy a d 5g 6 Bi oe v2 ES Backward E He then repeats the above procedure to create a Work Order for the following day for the rest of the products in the project He wants to print additional reports for the install team so he clicks the Reports tab in the Navigator then launches the Reporting Center to run their installation reports Pick List Brother Wire Labels Checklist by Location etc He also prints the Elevation Plan and Schematic pages to send with the installers Installation and Change Order A week later the equipment arrives and the project is now ready for install Calvin and Hobbes load the truck make the trek and begin the install While there Mrs MacGowan mentions that she would like a separate controller for the covered porch so they don t have to constantly remember to bring the ST 1700 outside with them SI 5 Tutorial 91 Hobbes calls Franz to let him know about the requested change Franz sits down with Dave and they decide based on the client s budget constraints that they will add a Crestron CT 1000 next to the Jacuzzi Dave opens SI 5 and checks out the project He then clicks Create a new revision of this project s 315 5 Professional Fie View Tools Help Client The MacGowans Navigator Bar Projects 4 Open this project in 51 Text F View project information Show Projects changed in last week Jh Check In this project Undo Check Out Projects
40. a re Pd ae ooe SI 5 Tutorial He clicks the Sales Orders tab and then clicks New gt SalesOrder si 515 5 Professional File View Tools Help Navigator Bar Client The MacGowans at _ Project MacGowan Home Kd Stat Page Sales Orders if work Ordi Orders and Accounting p View all sales orders ut Yew all work orders aA View all change orders pE Work Order wi View all service orders Service Order i Open QuickLinks Projects changed in last week iv d F Number w Date Cres l 50 001 0270572009 i Change Selected Project ge Bruce Dickinson siltli Fonie Jamez aite ame aomh en ca ae O or A new tab is created for the Sales Order Revision Management d 50 002 7 H CEETETEEETEEETEEETETTEETLE Sales Order 50 002 MacGowan Home MACGOAN 001 0 0 0 sowan Home MACGOWAN 001 L t 7 p Work Orders Revision Manage Sales Order 50 0042 tsn 4 MacGowan Home MACGOYWARK OOT Mes a mat Labor T ax Sales Tax Total Sales Order Del h 57 58 The Project He chooses to select all of the products then clicks Add and Close s Add Project tems dd and Close 9 Select All Clear All Category To WorkOrderNumber WF Manufacturer TW Model small Racks Middle Atlantic Frodu ASH 25 C After creating the SO it is time to push the SO over to QuickBooks as an Estimate via the LinkTools QuickBooks also known as QuickLinks in
41. aay rai ia ee aunts 15 Step 73 DEME LOCATIONS eeror teirr e e a aa Tarran epi 16 Step IDETING ZONES aiee a E a A AEE 17 Step 9 Contract Percentages isise reni iriure aar apen ee E k dua VEE ADEE Ane eeh 18 Step T0 Custom Propere S epui ee a O E a e CG 19 Creatino tne Proposal rrera pr E E a E TE desde E T 21 Hne and Elevation DRAWINGS reires neran a E TE E TEE 29 internal ADDlOV alasse a a E a A e A aA 53 Chent ADDrOV aletine a a a a a A EA 55 ACCOUN UNO crre E aT O O A T O 55 Pian and Schemat DIaWINGS irra reinsan a N a 60 SECON iNternnal APOYA baerne a aa ait a a aad 77 WOK Order S 2intccctuvscintleheteecivendematsteutbbecrecantesymentnaettortebaveniienedos rO aE 85 Installation and Change OFer cccccccceceeceeeeeeeeeeeeeeeeeenneeeeeeeeteeeeeaeeeeeettstegagunnenggs 90 Updating the Documentation and Closing the Proje ct cccccceee eee e cece eeeeeeeeeeeeeeeeeeas 96 2 Table of Contents Appendix A Global Vision Process Flow Introduction Prior to beginning the tutorial we suggest that you read the Pre I mplementation Guide located in the SI 5 User Manual This will help you become familiar with many of the concepts covered in the Tutorial This Tutorial covers just one of many of possible scenarios All pricing MSRP Unit Cost and Unit Price is fictitious and should not be considered accurate The Company Global Vision Ltd is a system integration company operating in the middle residential market Their typi
42. avel alexa y al ala al alm H Products Manufacturer Model Category Componenti D Room Install Price one d H Packages Global ision Ltd POWER CABLE Wire nd Cable POW O0Y Game Room 0 00 Audio Video Systen Global Vision Ltd POWER CABLE Wire nd Cable POW O04 Game Room 0 00 Audio Video Systen Liberty Cable 14 2C GRY Wire And Cable AUD 009 Game Room 86 05 Audio Video Systen Liberty Cable 14 20 GRY WieAndCable AUD 012 Game Room 06 05 Audio Video Systen Liberty Cable 14 20 GRY Wire nd Cable AUD 005 Game Room 66 05 Audio Video Systen Liberty Cable Add F Product 96 05 Audio Video Systen ran EE Eeit Package meae ee Ea EE Dbe Cae a aii aag PEE 86 05 Audio Video Systen Marantz Replace Product SUA O02 Game Room 1 22 70 Audio Video Spsten Middle Atlantic Produc Delete KIT 002 Game Room 63 34 Audio Video Spsten Middle Atlantic Produc assign KIT 003 Game Room 60 56 Audio Video Systen Middle Atlantic Produc Refresh Data from MasterTable BAR 001 Game Room 74 55 Audio Video Systen Middle Atlantic Produc Update Data to MasterTable 5HE 003 Game Room 199 96 Audio Video Systen Middle Atlantic Produg Regenerate Component ID SHE 004 Game Room 199 96 Audio Video Systen Middle Atlantic Produc Web Specs s SHE O01 Game Room 199 96 Audio Video Systen Middle Atlantic Produc Select All Chri SHE 005 Game Room 226 24 Audio Wideo Systen Middle Atlantic Produc Deselect All RAC 001 Game Room 656 27 Audio Video Systen Middle Atlantic Produ
43. c Erandina f FAM 004 Game Room 527 Audio Video Systen Middle Atlantic Produc Collapse Row 2 PAN 005 Game Room 52 7 Audio Video Systen Middle Atlantic Produc PAN 003 Game Room 527r Audio Video Systen Panamax Espandi 1 CON 002 Game Room 526 12 Audio Video Systen Panamax Seca SUR O01 Game Room 91 16 Audio Video Systen Scientific Atlanta FRPDORER Sa00n0 Video Couce DWR 001 Game Room 439 78 Audio Video Systen Sony KDL 46 BA3 Display Devices LECDO 001 Game Room 4343 65 Audio Video Systen SpeakerCratt IRE 1 0 Control Systems IA 001 Game Room 46 53 Audio Video Systen Triad hw BROMZE 10 Speakers SUB O02 Game Room 1560 40 Audio Video Systen Triad Mw BRONZEYA LCA Speakers FLU O0 Game Room 716 91 Audio Video Systen Triad WW BRONZE 4 LCA Speakers FLU 0Q3 Game Room 716 91 Audio Wideo Systen Triad Mw BRONZEYA LCA Speakers FLU O01 Game Room 716 91 Audio Wideo Systen Triad NCE SIZE C Accessones BRA 001 Game Room 128 68 Audio Video Susten gt 80 The Project The Package Properties form opens and he adds a name and description Since this fancy coffee shop has internet access he scours the web for a picture of a surround system and adds it to the package properties ES MacGowan Home Package Properties Package Details Triad 5 1 Surround WO Solution Package name Descriptions This system consists of in wall speakers for the front and subwoofer and on wall speakers for the Report Options Summarize in client reports
44. cal project is less than 100 000 They do primarily home automation with an emphasis on home theater systems Mike is the owner and decision maker Under him are two sales people Hans and Franz whose primary responsibility is to meet with potential clients gather requirements manage the proposal process and close deals Dave is their lead installer and serves as project manager Calvin and Hobbes are the installers Laura is their designer and works primarily in Visio but dabbles with AutoCAD Her primary responsibility is to assist the sales team with proposals and then to engineer and document closed projects Marge is their bookkeeper and uses QuickBooks Premiere to manage their financials They do not stock inventory for most products with the exception of wire connectors back boxes etc Any miscellaneous items that they do not show on a proposal are accounted for with a 3 5 Miscellaneous Parts percentage This percentage is only applied to equipment and not to wire and back boxes installed during the rough in process they use a 1 factor for the Rough In phase to account for connectors wire ties staples etc They invoice most clients in a three step process according to the following percentages 30 initial and 50 upon ordering of primary equipment and 20 upon client approval They collect 7 sale tax on both goods and services Mike and Marge met with the accountant and came up with the following labor rates Job Cost Sel
45. ct DataMatrix a x ae cilia E Shape Screentip 2J Comment O o Bitue oO o K j da E o Covered Porch CAD Drawing Audio Video Control a Libert Liber Sect Chart 52 The Project When finished the elevation drawing looks like this pal AACGOWAH 001 usd Microsoft Visio ER Fie Edit wiew Insert Format Tools Shape O Tools Window Help Adobe POF Type a question for help X D SHA X aF eh hA lim i ria 1t BZ U e S A 4 9 H 2 Project DataMatrix O x cepb ult ee ee PER EE Tete eA fee TEES rit oo l lrix 7 a al a alm J E Me E Covered Porch Installed Price 2 80 E Audio Yideo System Installed Price Liberty Cable 14 2 Liberty Cable 14 2 SpeakerCratt AlM SpeakerCratt ALM 163 Crestron CT 1 Game Room Installed Price 26 400 Audio Video System Installed Price E Active Thermal Management COO Chief MTA Global Vision Ltd 2451 Global Vision Ltd 2491 creed VEIE Global Vision Ltd 2481 Paama Na Global Vision Ltd PON PPP PEP LEP PPP PE PPP PPP PEP PPE PE PPLPEEPPPPEPPPPPEEPPL PEE E EEE S ened Global Vision Ltd PO Pdr Ci CAL Global Vision Ltd POA medical Global Vision Ltd POV 3 ic Stencil Tree Oo x ae Standard Ee bet Accessories HE Acoustics 44 gt bl m Page 3 4 Laura then saves closes and Checks in the project Internal Approval Dave then opens SI 5 on his machine se
46. ct in SI Text Installed Price Y Revision gt E New Drawing Open in AutoCAD gt Open in Visio view Project Information New Project Ctrl N Copy Project Move Project Rename Project File 1 4 Refresh Project FS p A mS a Pat D a gp a oe Senn dee Get Latest Project Files SI 5 Tutorial 31 The Project that Franz created is now opened as a Visio Project file pal AACGOWAH 001 usd Microsoft Visio IEF File Edit View Insert Format Tools Shape D Tools Window Help Adobe PDF Type a question for help X D FHSAA X aJI R hL A Al Bi aria 1t B Z U e S A 4 9 H 2 Project DataMatrix Ox eal THU UST TOT EMU THPOGTV AOC TV Gui MVOC GGOIT UGTA EDL a TUG Tane a a cetetill geavtl etibanTV ELCi Medi ilex y al a l Sia 2l z225 264 Liberty Cable Liberty Cable 14 2 SpeakerCratt AlM SpeakerCratt ALM oo wo p Active Thermal Management COO Chief MTA Global Vision Ltd 2481 Global Vision Ltd 2481 Global Vision Ltd 2481 Global Vision Ltd PON Global Vision Lid PON Global Vision Ltd PO Inbal tiisin kd im Product Explorer Ox w al H Products H Packages MAEA ARANEA Orca tetra Ponsa u Page 1 4 wore Note the interface windows docked along the left side of the screen and the toolbars that are displayed will vary from machine to machine depending on changes the user 32 The Project has made to the interface If you do not see an interface w
47. d Down i alax axal H Products ag Packages GE CC BG1600 Basic Gold 1600 Whole Syst _ Head End Audio Wideo Distribution and Source seen Home Theater Processor Amplifier amp Sources oe Home Theater Receiver amp Source with Room ath 4 vee Home Theater Speaker System Ellipse 5 1 wi vee Home Theater Video System 3 Chip DLP Vv os Triad 5 1 Surround MO Solution vee Wire Assembly Local Surround System 5 7 W vee Wire Assembly Reference Surround System y vee Wire Assembly Room Audio with Control sees Wire Assembly Structured wiring 4 Pork Medi Work Orders They shut down SI 5 finish their lattes and head back to the office When they get back to the office Dave connects his laptop to the network and opens SI 5 Since he is disconnected from the S15 5 Server he is not prompted to login To put himself back online he selects File gt Connect to S15 5 Server 15 5 Professional View Tools Help Ctrl M Mew Project Connect to 515 5 Server T Create a new project F Er N a E aan wl aa g 86 The Project He then synchronizes his data 315 5 Professional Fie View Tools Help Navigator Bar Start A H Create a new project Ta Wiew all projects a Syne product data i Open Manage My Product Data Ce er hee at ahea After a conversation with Marge Dave knows
48. del Cancel 24 The Project He then begins adding Products to the Project DataMatrix PDM by dragging and dropping F D Tools 1 Text C Documents and Settings senos AY Documents Tools Pa File D Tools View Help 4 axla My Products Project D ataM atris l J td v fz Clearone Manufacturer Clockaudio Crestron s BB 3000L a EB 4L C2N DAPSRC z C2N DBF12W C2N HBLOCK 5 CNAMPS 1 B60 CNAMPX 7X200 yaa e TNEFGWA CH BIPADS He gets a message stating that the Unit Price is missing Manufacturer Crestron Model CHHELOCK Warning hit equipment has a zero or blank value in following Felda UnitCost Unit Price Would wou like to corect He chooses Yes and the SI Product Properties form opens with the Price tab selectd He clicks the Price tab and after verifying the pricing with Marge makes the adjustment eer ar a M we Ci Eoo pa n a ol a _ oe r B a hiiia k u ola _ eet es Poa a a a a ai Description Price A accescois Varese Custom peed Price ignore Cost Price MSAP doo 00 Update pice Installed Price 505 05 View Options Price Type Unit Cost Margin Markup Unit Price Default p Retail 200 00 50 00 10000 400 00 Builder 0 00 0 00 0 00 0 00 F Custom 0 00 0 00 0 00 0 00 F gelatin a a Bn oe F ee ea SI 5 Tutorial 25 While inside of the Properties he decides to assign the Location and Zone
49. dual Iter Installed Price 1 Liberty Cable Liberty Cable yu speakerCratk Block Tree aa SpeakerCrafk Control System Installed Price 1 Unpackaged Items Installed Pri Individual Items Installed Price 1 Product Explorer Crestron Game Room Installed Price 26 400 Audio Video System Installed Pric Unpackaged Items Installed Pri Individual terns Installed Price 1 Project Summary ate Active Thermal Managemen Chief we lt gt MoA e Pl MATAR ANSI B 11 17 4 ANSI C 17422 4 ANSI D 22834 4 ANSIE 34w lt Command z Z00H Specify corner of window enter a scale factor nz or nzEP or All Center Dynasic Extents Previous Scale V indovw Object ireal time gt e Command gt 413 5 370 1506 2 172 0 0 SNAP GRID ORTHO POLSA OSNAFP OTRACK DYN LWT MODEL tT She then drags out the wire blocks The wire blocks used on Schematic sheets in SI 5 are red when not connected to I Os and turn green when both ends are connected to I Os SI 5 Tutorial 75 1 e A L ROA AUDIO AUD L RCA AUDIO SUD R ROA AUDIO ASUD L ROA AUDIO C ROA AUDIO SBR ROA AUOIO S BL ROA AUDIO SR RCA AUDIO SL ROA AUDIO FRT R RCA AUDIO FRT L 18 CTRL 148 IMEC T RL 1 ROA CTRL QUT Pic TB CU Lah age When you move and end of the wire block to an I O connection point an orange box displays RCA AUDIO AUD R RCA AUDIO AUDL RCA AUDIO AUD F Al A AUDIO AUD L RCA AU
50. e posts she drags the Bottom Dimension shape to the page She types in the dimension in the Size amp Position Window and snaps the Bottom Dimension shape to one Mantle Post shape then moves the second Mantle Post into position 7 WLLL LEZ en ma ie ee es Pea Fae o eye Moe Begins 227 5 in Begin Y End 168 5 in gt MONISO d 3 2215 180 deg n on oa a 7 B s T aetla ununue aj x t bl Cover Sheet 4 Line Diagram A Elevation iew Background Title Page Pr i r am ao repa ap a rea FA Foa SI 5 Tutorial 43 Once positioned correctly she deletes the Bottom Dimension shape from the page She continues to drag shapes form the Cabinet Tools stencil to complete the fireplace and cabinets pal AACGOWAH 001 usd Microsoft Visio EH Fie Edit wiew Insert Format Tools Shape O Tools Window Help Adobe POF Type a question for help X D FHAA Te Le Av 7h 2 arial it B Z U 22 A A DlIm Stencil Tree Oo x MM aM PAA TR A A a MA EEEa EAEN acy le E Standard Pog i 22 Accessories 22 Acoustics 2 Amplifiers Z Audio Sources WE m fi CI m uw 7 a T 3 oo x R Product Explorer o l E Products H Packages m 5 Project DataMatrix Ox alex y a al a ale 2 E E Liberty Cable harki sahla 1 4 gt H Cover Sheet Elevation View Background Title Page za uu
51. eering of the project Accounting Dave opens SI 5 and opens the Project He selects D Tools gt Project Information and changes the status to 06 Approved 7 Project Information Project Contacts Scope of Work Location Types Locations Ones Component ID Custom Properties Project Number MACEDO AN 001 Project Hame MacGowan Home Status Start Date RR A Ml om 56 The Project He then saves closes and checks in the project Dave then creates a Sales Order for the project that will be used to transfer an estimate over to QuickBooks With the project still selected on the Projects tab he clicks the Order and Accounting tab 15 5 Professional Fie View Tools Help Navigator Bar A Client The MacGowans Orders and Accounting za Project MacGowan Home MACGOW Start Page Sales Orders Work Orders Seg wf View all work orders a4 View all change orders SI 5 Orders and B vi View all service orders Fe A Open QuickLinks MacGowan Home MACGOWAN 001 Fay View all sales orders Details Projects changed in last week i Change Selected Project Bruce Dickinson Ronnie James Dio El The Mach bZ M SEENE ige Sales Order Summary Order Number Date J Oe ee ee ae ee Work Order Summary Order umber Re hie en tint une Tha
52. en clicks Assign Properties i Work Order lal SAYE db Add Delete Cl Send an E mail B Reports Work Orde 4ssign Actual Installed Hours to the Selecte MacGowan Home MACGOWAN O01 sde Task Y Manufacturer W Category Wr Models CRESNET 14 20 GRY RN nn NE SN Crestron Wire And Cable On the Work Order Item Properties form he assigns the team and the expected install date then clicks OK si Work Order tem Properties Assigned To Calvin amp Hobbes Expected Install Date 9 45 2009 Actual Install D ate none Actual Hrs E Actual Install Hrs will be divided pro rata to all selected rowe based on estimated hrs When finished he clicks Save E Work Order Yi ra 90 The Project The work order then displays in the grid He selects the Work Order he just created and clicks Reports gt Work Order by Location eo ea fon Client The Menon ae MacGowan Home nh ata feces Orders V Work Orders KEN a Job Costing by Phase Packing List by Location Project Analysis by Phase Ship List by Location Warehouse Labels vee x Work Order lal ti Location cose p E YO 00S Machowan wiQ O01 i wO 002 DICKINSONGO 0271072005 O28 minr a al Masan mh i mh ail se mi k F re P 1 eo ae PU i The report generates on a tab He prints two copies of the Work Order one for each installer Smad Fh
53. eps of creating a new project Step 3 Enter the Projects Billing Address Billing Address Name Rose Machowan Address 123 Clover Lane Address 2 PT City Mew Dublin State Postal Code Country HT Cancel Previous Hest Cave SI 5 Tutorial 13 Step 4 Project Contacts si Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step 4 Enter the contact information for people associated with this project ka bi Irene Drawthings Contact Name Irene Drawthings Type Phone 555 555 4759 Title Associate E mall Company Mame ABC Designs Address 456 Protractor Drive City State G4 Postal Code Country Phone 555 555 4758 Fax 555 555 4759 Cancel Previous Hest Cave 14 The Project Step 5 Scope Of Work si Hew Project Wizard Create a New Project This wizard will walk you through the steps of creating a new project Step 5 Enter the projects Scope of work JBE 5 1 surround patem we 42 display The three front speakers and sub are in wall the two rear are on wall The patem will be controlled via a touch screen eliminating the need for separate controllers for each component All components will be housed in a pull out rack that will be installed in the existing cabinetry Two in ceiling speakers will provide sound to the spa area of the covered porch SI 5 Tutorial 15 Step 6 Location Types si
54. h Fagard Tra Fir B ROATA Lor SI 5 Tutorial 37 To change the position of the text block right click the shape and uncheck Snap Text Block Position Then use the yellow handle to position the text to your liking Large Point spacing Medium Point Spacing Small Point Spacing E File Edit Yiew Insert Format Tools D Tools Window Help Adobe PDF Type a question for help v X D FUSA amp H har Ay lT Ei Aral iat B Z7 U EBB A 2 2I Tn Project DataMatrix O x Sas AAAA AA AA eDOCS CATO O ceed Dae cea cD ATA ATA ATA O r x x a aly al alm l Manufacturer B Covered Porch Installed Price 2 80 Audio Video System Installed Price Liberty Cable 14 21 Liberty Cable 14 21 SpeakerCraft AIM SpeakerCraft AlM Control System Installed Price 1 Crestron CT 1 Game Room Installed Price 26 400 Audio Video System Installed Price Active Thermal Management COO Chief MTR Global Vision Ltd 2481 ia Global Vision Ltd 2481 Global Vision Ltd 2481 O Global Vision Ltd POW Global Vision Ltd POW O Global Vision Ltd Pov lahal Vieian tA Pp a i Product Explorer o g aval H Products H Packages M 4 gt DI Cover Sheet Elevation View Background Title Page m Page 2 4 Laura then begins work on an Elevation view by clicking the Elevation tab This system will be incorporated around an existing fireplace that houses
55. htly depending on your settings SI 5 Tutorial 73 She begins by dragging out the all of the products that she wishes to wire The Schematic blocks in SI 5 list the inputs on the left side of the block and the outputs on the right side of the block Each I O has a connection point next to it Crestron DBS FS 232 COM B LO 4 CTRL TERM BLOCK DBY RS 2352 40 0h A io 3 CTRL TERM BLOCK TERM BLK IF IR D LO 2 CTRL TERM BLOCK TERM BLK IR IR LO 1 CTRL TERM BLOCK TERM BLK IF IR B COMPUTER RS 232 DB9 TERM _BLE IF IR 4 LAN DAT 4 RJ45 TERM BLK CTRL RELA Y 4 MET CRESMET TERM BLOCK TERM BLK CTRL RELAY 3 FOWE R 24 VDOC 3 5 hh TERM BLK CTRL RELA Y 2 R IR TERM BLK TERM BLK CTRL RELA Y 1 74 The Project She moves and positions the blocks on the sheet until they are in the desired positions T AutoCAD 2006 WOT FOR RESALE C 1 sen0sMy DocumentsiD T Tools Projectsi he MacGowans MacGowan HomeWMACGOWAH 001 Schematic dwg KH j File Edit View Insert Format Tools Draw Dimension Modify Express Window Acrobat Markups Adobe PDF Help A T Ag Ls L EN a we ra 5 w Ce a cr a3 EA Si tl a PP Ay Arial w wll Standard ka Ei 5 a O ByLayer Bu Layer w ByLayer ByColor x AEX y a a al TS aE 1 Ee Project Data M A Manufacturer A t Covered Porch Installed Price 2 8 Audio Video System Installed Pric Unpackaged Items Installed Fri Indivi
56. indow mentioned in this tutorial you can display them by Selecting D Tools gt View Window Help Adobe PDF Project Information Options Reports Find and Replace Wiring gt Export To Insert System CrderToals Display Project DataMatrix Utilities Display Product Explorer D Tools SI Help Display Stencil Tree Display Project Summary Laura then clicks the Line Diagram tab in order to create a flow diagram of the Game Room system based off the sketches made earlier The first Product she drags from the PDM to the drawing page is the plasma H MACGOWAN 001 vsd Microsoft Visio E File Edit View Insert Format Tools Shape D Tools Window Help Adobe POF D PHB oy ie vit B Z U e Project DataMatrix Oo x BES PAGceATTl ATPOTY GaVaTOT ANP GCA TEA Go MO eT en Oa TCD dese eer ten alt le a je l Manufacturer Model 4 j Panamax MAX 2 SUB Scientific Atlanta EXPLORER eo EDL 46 BR SpesierGrall IRE 1 0 Triad n gt TT aa BRINZE Triad MW BRONZE Triad Ww BRONZE Triad Ww BRONZE Triad NCE SIZE C Triad NCE SIZE C Triad NCE SIZE C Triad Ow BRONZ Triad OW BRONZ zog SI 5 Tutorial 33 The default shape for this page type uses the jpg image that can be associated with products The Visio symbol next to the product in the PDM indicates that the product is on the page zi MACGOVAH 001 usd Microsoft Visio ER File Edit View In
57. ional File View Tools Help Navigator Bar Client The MacGowans Saw Project MacGowan Home MACGOWAN 001 Z Project Grid Selected Project Details Projects S Open this project in SI Text E View project information Show Projects changed in last week v 2 Jh Check In this project Pioti Undo Check Out Create a new project Checked DutTo Y Open Project in SI Text Installed Price Y Revision 2A Copy this project Dickinson House DICKINSONOO03 01 Discovery Open in Visio gt 8 New Drawing 49 283 32 1 Move this Project Dio Home 0001 01 Discovery Open in AutoCAD gt HOARE VSmes LD 6 896 22 0 Gi Create a new revision of this project bf MacGowanHom MACGOWAN 00 02 Estimating laura XP 9 View Project Information he MacGowans 43 947 98 1 W Import a project New Project Ctrl N O 2 Add a file to this project a Copy Project a Move Project Create new Visio drawing for this project R Create new AutoCAD drawing for this RSA Rename Project File mee Oe ee aT ere Aann sts thee MO ua A panha ae es a aa aR krash Proje adh EE a eae ee e ee TAA eee 30 The Project She selects their custom template and adds a name to the drawing The naming convention they use for all project files is to add the Project Number to the file name Hew Visio Drawing Select a drawing template D Tools 51511 s17 Template vst D Tools 515 24 s 36 Template vst D Tools 515 42 30 Template vst D Tools 515 8 5 11
58. is see Visio Interface section of the SI 5 User s guide for details a HACGOWAH 001 usd Microsoft Visio E Fie Edit wiew Insert Format Tools Shape O Tools Window Help Adobe POF Type a question for help X D EHSA ag Rh hL A Pl iria it B Z U SEE A A d Im Stencil Tree o x kepailan a eevee liren alaa Pn Parad PT aO a E z El Standard ESE i Accessories 7 Acoustics 2 Amplifiers EHE CATY EHE Conferencing O BHE Control Systems i o oh fad mila Mna x E Product Explorer O w val CJ m bas md oo md F E Products H Packages Project DataMatrix Oo x irix z E sala al ala l Crestron Crestron 5T 1 P PS Cover Sheet Elevation view 4 Plan View 4 Background Title Page m h Page 4 4 SI 5 Tutorial 65 She begins by dragging out some stock Visio shapes to represent the furniture in the house Laura uses Visio 2003 Professional so she has access to many stock Visio shapes A HACGOWAH 001 vsd Microsoft Visio ER File Edit wiew Insert Format Tools Shape C Tools Window Help Adobe POF Type a question for help m X D FHUSA Xar I k L A lim Biara 1t BZ U E e S A 4 9 H 2 Project DataMatrix Oo x BE MAT AT AR TM AT TAR AT cM oO AA l lvix 7 a al a am Crestron CT 1 Active Thermal Management COO ie mM o md oo ml Liga Chief MT Global Vision Ltd 2481 Global Vi
59. ject Undo Check Out Create a new project Open Project in SI Text Ie 3 Copy this project Dick H DICKINSONG Open in visio 3 a a pee Open project File in SI Text LS Mowe this Project Dio Home agd Open in AUtoCAL H F F F Sy Create a new revision of this project gt MacGowanHom MACGOWAN view Project Information The MacGon Import a project TA New Project Ctrl h E Add a file to this project Sa Copy Project ie Ce E tbb Create new visio drawing for this project L3 Move Project j oe ee ee ee ee ee ene ee er ee whi tothe al The project opens D Tools SI Text C Documents and SettingsiTest MasteriMy DocumentsW Tools 15 ProjectstThe MacGowans MacGowan Home MacGowan Home dtl File D Tools View Help Ed aval dllejxla y a aa al am la al Category Manufacturer Model 3 Unit Price Install Price Location Zone H Products H Packages 22 The Project Since this is a retro fit he needs to make an adjustment to the labor hours since all of the Rough In wire and cable in their database has the labor set based on new construction He selects D Tools gt Options then selects Rough In from the dropdown He adjusts the difficulty factor from 100 to 150 which means that he is charging 50 more hours than is associated with each in the Product database D Tools 1 Project Options Phases Payment Schedule Mi
60. lects the project in the Grid l a File view Navigator Bar __ 15 5 Professional Tools Help Contract Cover Fage Global Vision Contract with war Global Vision Proposal with Ima Line ltem Detail Project Contact Information Proposal Proposal Install Price Proposal Summary Proposal w Graphics Proposal w Graphics Install Fri Proposal With Images Proposal With Images Install P Scone of Work Piociirnernt LL E SI 5 Tutorial and logs in with his license He clicks the Reports tab then Client The MacGowans Project MacGowan Home MACGOWAN HoGe eee GE Stat te gettin nat me eM at P Client Mame Project Mame Bruce Dickinson Dickinson House e005 Paradise Theater Roam Dimension Analysis Rg a Ronnie James Dio Dio Home The Mactsoywrans Macsoyrtan Horm 2 7 surround system W de display The three front sp i t E le bes 53 54 The Project The reports he generates are the Detail Cost Summary and Gross Profit by Phase reports To generate the reports he selects the Project and then double clicks the report definition from the Report List The reports display on separate tabs 15 5 Professional File View Tools Help Navigator Bar a Client The MacGowans Reports uum Project MacGowan Home MACGOWAN 001 Combined Contract Proposal B B amp ii a Detall Cost Summary ma E By Categor
61. les M BRONZE LOR She then uses the Connector Tool in Visio to make the connections between products SI 5 Tutorial EH MACGOWAN 001 usd Microsoft Visio File L ae led So amp Ge m q Project DataMatrix Ox O a x a Slat alm D Tools Window Help A Ou 17 T j i A A A A Edit wiew Insert Format Tools Shape 312 E Manufacturer a Covered P orch Ins alle Peete 0 Tr ai k Tip The cursor displays like this When you move the cursor over a Connection Point on a shape the point turns red he DE DE ib DE OE e oe Bes He DE DE He Ee H 4 4 lt M H H 8 M H i i e e e e e B 5 4 8 4 H 3 H H H H H H W H W H H Tae T k Sunred Aas TAL Cat TPA SEAGRASS when you are using the Connector Tool 35 36 The Project When the point turns red left mouse click and hold then move the cursor to a connection point on another shape until it turns red then release a x Ea x 3 x x x XO xX e xX KO OX OR x xX xX MN xX xX OK OX x H XN X HX X ROK x HX X HX EX ROK x xX x M xX KX X KR OR OK KO KX KX xX xX KOK pre knw Fish Kaoerd TRA hy TROT a LOR You can use the green handles on the line to reposition the line as desired x KX EK OK OM KOK Aa era x oe MX HX XO RO KX Xx x oe RX ROR RK x s 3 x 3 a a x x x x x x x x x x x t s xX KR a KX RX xX HX XH xX RH KR XK npr bore Fis
62. ling Price Installers 30 00 75 00 Project Manager 40 00 100 00 Engineer 50 00 125 00 4 The Company After analyzing timesheet data it became clear that Dave was spending 100 and Laura 50 of their time on project related activities Since there are two installers 5 hrs of Dave s time and 25 hrs of Laura s time should be included for each install hour These direct costs need to be included in the labor estimating process Dave is responsible for training the client once the system is installed and Laura handles all of the programming tasks Mike Laura and Dave spent several hours defining their business process The results of their work are shown in Appendix A Global Vision Process Flow on page 97 SI 5 Settings Laura loaded the SI 5 software and Marge helped with the setup process Navigator and started with the setup tab Application Settings Setup tab gt Application Settings tab si 15 5 Professional Fie View Tools Help Navigator Bar ini Client Bruce Dickinson Project Dickinson House DICKINSONOO3 eat H Save etup A Setup Ta Aun Application Setup Wizard Application Settings Application Project Settings Formatting Project Projects Folder 100 feet Default Wire Length US Measurement Units Price Tax Tas Code Standard Sales Tas Rate 72 0000 Ty ma T lt Labor Sales Tax Rate 2
63. nd Input Terminal Outpt Speakers Triad Ww BRONZE 10 POWERSUB 1400 00 1400 00 0 speakers Triad 0w BRONZE SURROUND BASIC 2 450 00 450 00 0 SPE Wire And Cable Liberty Cable 14 2C GR y G O23 O23 fa Audio HE A aiamaa Radial BRONZE 4 LCR with nM ACCESSOTE S Product Triad l Speakers Triad Ww BRONZE 4 LCA 3 600 00 600 00 i SPE Triad SO 00 50 00 Accessorles Nich size c E Base Price 4255 50 Dt Discount Do lt Mm 84 The Project He modifies the name and description for the package and then adds the receiver from the project to the package by locating it in the Product Tree and dragging it over to the Package Contents section D Tools Manage My Product Data File View Help ey e ee i Stat 25 Product Explorer E Product Grid ol Download oe Import i Administration Hdalx ava H D Tools Ine E Estron U Ge Security H Generic H Global Vision Ltd fl Gyration Hubbell E Integra Hl Intellisense fbi Pro fl Klipsch H Liberty Cable B J Marantz fl Nec a H 1 Netgear E Panamax H Panasonic El Powerware H 1 Premiere H gsc H ADL H Request Multimedia E Anca f Scientific Atlanta f Sennheiser Smart Technologies H Sonance E Sony 1 SpeakerCratt H Tandberg fl Triad E i Ultralink Cables F Packages te T x er Category Copy of Triad 5 1 Surround
64. pment Labor Item s ooy Sbe Z Tese 5 Labor VA Eauemens anWork Order Details a na upton p AaS tf Delete Bj Assign Da Send an E 88 The Project He plans on creating two Work Orders one for the Rough In and Trim Phase and one for the rest of the work When the Add Items to Order form opens he uses the filter in the Phase column to filter to Rough In E Business Manager Add tems to Order Equipmentitem Labor ltem s T Component ID Location Y one Y Wire Length Fhase Y A SHE D 4 Game Room Audio Video System A ial Pn Sereen faao vosen C e None Pn feaneeno Vosen Oi Pn Gane Foon AaveeoSmten Tom IS MOaoT Gane Foon E OF 7 oy ceva es Game Foor set g Audio widen Suaeda ate i aoa D Fristoe a ere He then clicks Select All followed by Add and Close Business Manager Add tems to Order ka Add and Clogs Select All dd and Close Equipment ltem Select Estimated Install Date 02 15 2005 The Equipment displays on the Work Order form i Work Order lel Save db Add M Delete Mj Assign Da Send an E mail Reports Work Order Est Work Act w MacGowan Home MACGOWAN 001 4 14 0 00 Equipment Task Wr Manufacturer W Category Model al war Crestron Wire And Cable CRESNET i sel Cable Wire And Cable 14 2C GR v AUD O1 ay SI 5 Tutorial 89 He selects all of the products and th
65. reground shape SI 5 Tutorial 49 She pauses then clicks in the center of the shape to select the shape behind the shelf ee ec ee ny oe She then right clicks and selects Shape gt Bring to Front auc us e ep ee A Format b Shape E Custom Properties i Iss Ungroup 3 Ta Send to Back 3 j Rotate Left 50 The Project When finished she selects all of the rack shapes and moves them to the cabinet shape HA HACGOWAH 001 vsd Microso Visio File Edit wiew Insert Format Tools Shape D Tools Window Help Adobe POF Type a question for help X D2 PHS B3 Hle Ly A l EE arial iat Bf U SS EA a allln Project DataMatrix o x pinku a e R Le al l lvix 7 a al al alm z Manufacturer A Covered Porch Installed Price 2 80 Audio Video System Installed Price Liberty Cable 14 21 Liberty Cable 14 21 SpeakerCratt AM SpeakerCraft AIM 1a Control System Installed Price 1 Crestron CT 1 B Game Room Installed Price 26 400 Audio Video System Installed Price Active Thermal Management COO Chief MTA Global Vision Ltd 2481 Global Vision Ltd 2481 Global Wision Ltd 2481 Global Vision Lid POW sq E Global Vision Ltd PON Global Vision Lid PON Global Vision Ltd PO w 4 Stencil Tree O x E 4 gt H Cover Sheet Elevation View Background Title Page Is AUT TOT TTA MTT PTF PFE TPP PT ATP Pa ATP Pe TPE TPES TP Pec ATP PET
66. roduct Explorer Oo x w ayal Products H Packages A h 4 gt WS Cover Sheet Elevation View Background Title Page amp lt 210in Y 36 in SI 5 Tutorial 39 She then right clicks the Cabinet Tools stencil in the Stencil Tree and selects Display Docked Stencil A HACGOWAH 001 vsd Microsoft Visio File Edit view Insert Format Tools Shape D Te Stencil Tree iz H E Video Sources l HAF Wire and Cable zeel Eq Manufacturer 2 Crestron A Middle Atlantic Products Custom el 16S 40 The Project The shapes in the Cabinet Tools stencil are displayed in the Shapes window pal AACGOWAH 001 usd Microsoft Visio E File Edit Yiew Insert Format Tools Shape D Tools Window Help Adobe PDF Type a question for help X D EH gA a79 Ik h u7 A 17 ff Arial Spt BIru 322 A 4 it A J E P Stencil Tree ox T e T Es ues unbe Eee Petula s E 2 Video Sources o E Wire and Cable k E Manufacturer G42 Crestron E F Middle Atlantic Products 7 El Custom F CahinetT nnls ra Project DataMatrix ox 168 Dda z E sala a Picea Manufacturer gt al i as 2 x Search for Shapes Type your search here vila 4 gt MO Cover Sheet Elevation View Background Title Page za u x 129 in Y 36 in Angle 0 Page 3 4 Cuma acute Le Aice ed YHET Dhal hiia Maciran Heri 12 Dram Lone Phar Dybe A Suva Ekerin Yew E
67. s Genos My Documents Tools Projects The MacGowans MacGowan Home WWMacGow an Home dil File O Toaols View Help hy Products Products Arms Belkin Chief Clearone Clockaudio Crestron H Da lite D Tools Inc T Estron 3 Ge Security Genetic Global Vision Ltd Gyration Hubbell i Integra Intellisense Jbl Pro Klipsch Liberty Cable Marantz f1 Middle Atlantic Products 0 Nec Netgear 2 Panamax E Panasonic Powerware 1 Premiere 0 gsc ROL Request Multimedia Anco Scientific Atlanta E Sennheiser Smart Technologies W Sonance Project Datat atris O x ta y a Slay a A Manufacturer t Covered Porch Installed Price 7 803 97 Audio Yideo System Installed Price 1 316 62 Liberty Cable Liberty Cable SpeakerCratt SpeakerCraft Model 14 20 GRY 14 20 GRY Alh TWO AlM TWO Category Wire nd Cable Wire 4nd Cable Speakers AUD 010 AUD 011 CEI O02 Speakers CEI 001 Control System Installed Price 1 497 30 Crestron Game Room Installed Price 26 400 77 CT 1000 Control Systems TOL O04 Audio Yideo System Installed Price 15 658 17 Active Thermal Management COOL VENT Chiet Global Vision Ltd Global Vision Ltd Global Vision Ltd Global Vision Ltd Global ision Ltd Global Vision Ltd Global Vision Ltd Global Vision Ltd Global Vision Ltd Liberty Cable Liberty Cable Liberty Cable Liberty Cable Liberty Cable Liber
68. sc Costs Estimated Taxes General Project defaults Misc Parts 3 50 Phase Rough In Labor Display Markup CosteHr Base Labor b Misc Labor Management Labor Design Labor 50 00 Factored Totals Equipment Equipment 0 00 Pricing Default ra Add Phase _ Ignore labor calculations for this phase nave Phase Price Hr Margin Factor Difficulty Time Factorad Factored Save Default Multiplier Cost Hr FricerHr 75 00 60 00 100 004 150 004 150 002 45 00 Restore Default 0 00 0 00 0 00 HOU 0 00 100 00 60 00 FO 00 100 004 l 20 00 125 00 60 004 25 004 100 00 12 50 60 004 r r0 Override project defaults for this phase Misc Parts o0 Equipment O 00 Save Cancel SI 5 Tutorial 23 After that Franz uses the next to Products to expand the list and notices that the hierarchy of how the Products list begins with Category D Tools 1 Text C Documents and Settings ue File O Tools wiew Help My Products aval El Products FES ACceSsones A Amplifiers H D Audio Sources H D Caty H Coty H H Conferencing N ppe TAF En E N His preference it to have the Products list by Manufacturer gt Model Number He clicks the button and makes the adjustment Manaze your Product Explorer You can rearrange your Product Explorer by selecting different levels Level 2 Sor None Level 3 Sor None Level 4 Sork Mo
69. sert Format D BHIAL Rk L A Bie ria 5t BU e Project DataMatrix allexx a Slay a Manufacturer Panamax Scientific Atlanta Sony SpeakerLratt Triad Triad Triad Triad Triad Triad e E Tools Shape D Tools Window Help Adobe PDF ox E0 1 Po F TT Mes tir EOT E REIA 5 pSt MAX 2 SUB EXPLORER KDL 46MBR IRE 1 0 wt BRONZE wt BRONZE Iw BRONZE Iw BRONZE NCB SIZE C NCE SIZEC NCE SIZE C 34 The Project She continues dragging the Products to the page that she wants to show in this view pal AACGOWAH 001 usd Microsoft Visio EE File Edit view Insert Format Tools Shape OD Tools Window Help Adobe POF Type a question for help X D FHUSA Xa kh hL A Pl Bi ana it B Z U e S A Q 5 f Project DataMatrix o x pubid iE eae aoaie t ao AE e a eL A le x x a al a am l Triad Triad OM E Triad Ow Ultralink Cables HEt Ultralink Cables UDC Ultralink Cables WE Control System Installed Price 10 Crestron BE 4 a Crestron CHH 2 Crestron CNR Crestron CHA m Crestron CRE Crestron Crestron Crestron Crestron ram Lore 140 Crestron Crestron Product Explorer Ox ava Products Packages h 4 P H Cover Sheet Elevation view Background Title Page m Page 2 4 Because this is a Line page type she can resize these shapes by dragging the selection hand
70. sion Ltd 2481 Global Vision Ltd 2481 Global Vision Ltd PO Global Vision Ltd PO Global Vision Lhd PO Global Vision Ltd PO Global Vision Ltd PO Global Vision Ltd PON Liberty Cable 1 a 3 afo Stencil Tree O x IE Ee Standard EH Accessories l E 2 Acoustics E 22 Amplifiers E Z Audio Sources ee CATV E Z CET E EHB Conferencing 4 40h FS Cover Sheet Elevation view 4 Plan View 4 Background Title Page za aw Page 4 4 She then drags out one of the front speakers for the surround system The default Plan shape for a speaker drops a FLU 002 66 The Project For the in wall and on wall speakers in projects she prefers to show a scaled shape instead of the default Plan speaker shape To change the shape she right clicks the shape and selects D Tools gt Shape gt Change Shape a we on ae a oo one ee ee Ma a 5 r E 2 Sat Sar a r tF ne a a a a Sos es Find in Project DataMatrix Sa f i Show Text Blocks Snap Text Block Position 4 Show Text Callout Show Shapesheet r 7 E D Tools Create New Package a Cut Edit F s Copy View Extended Data 4 Paste Duplicate l F View Replace Products g Format Delete l 3 Shape Assign r Refresh Data From Master Table Update Data to MasterTable Regenerate Component ID E Insert Alternate view i 4 Change Shape 2 Generate Side view taking Diagn ager elit te Gla ocl E e Web Specs Shape She selects the
71. terface Although not necessary he opens QuickBooks on his machine so the process will move quicker In the Navigator he selects Tools gt QuickLinks si 15 5 Professional File view Application Setup Wizard Cliert Orders ar T Manage My Product Data Proj g art Pag Vi Il a lew all s ver wf View all l aA View all change orders Report Designer QuickLinks as A a ei View all service orders Bm a PF n nate k t slie Open QuickLinks SI 5 Tutorial 59 The D Tools QuickLinks form opens Since he wants to create in estimate he selects Estimate from the View dropdown and then clicks New D Tool QuickLinks 5 0 VEAL E stimate we ll a h IR h Ma ta BE r salen i amen a i et aT Bana ea a a M aa He then selects the proper Sales Order and clicks OK Select Sales Order Sales Orders Status v 21572009 Open Machowan Home e euid Open Dickinson House me pa x k I menr i 7 ee tt om E i DeF a _ n mk per 5 mab saai zn ad ada mk mk a k ne F n C alam The QuickLinks Estimate form opens He assigns the Customer ob and adds all of the products from the Sales Order to the Estimate All of these products have been sold by them before and are therefore linked to QuickBooks items He clicks Save to transfer the estimate over to QuickBooks z QuickLinks Estimate Client TheMachowareMesGousnHere
72. that the Products for the Project are on order and will be arriving next week Dave then changes the status of the Project to 08 Production He then checks in the project so he can create Work Orders for the project To create a Work Order he clicks Orders and Accounting tab gt Work Orders tab gt New gt Work Order m 315 5 Professional Fie View Tools Help Navigator Bar Client The MacGowans Orders and Accounting Fa View all sales orders ee View all work orders Sales Order aA View all change orders wi View all service orders Service Order A Open QuickLinks o Number WF Project Hame p p WO 001 Dickinson Hous Oe gl a E Projects changed in last week iv FR Terme be cuba Deci akeh A SI 5 Tutorial 87 The Work Order form opens Work Order lel Save ob Add M Delete Assion Ea Send an E mail Reports Work Order Est Work Act work Complete MacGowan Home MACGOWAN O01 D U 0 Status Open SA Tasks B Labor s Eauipment Work Order Details Site Information Work Order Po Client Assigned To Pe Address2 l Status Open i City New Dublin State G C Use Actual Install Hours in Sales Order Postal Code 301 Country Po Action Required Description To add products to the Work Order he selects Add gt Item s i Work Order kal Save oe Add i feet Task Themis i CS i FES WO To s Add New Equi
73. ty Cable Marantz Middle Atlantic Products Middle Atlantic Products hai ale A H ankim Or adi mka MTR 24610 4610 24610 POWER CABLE POWER CABLE POWER CABLE POWER CABLE POWER CABLE POWER CABLE 14 20 GRY 14 20 GRY 14 20 GRY 14 20 GRY 14 20 GRY 14 20 GRY SA O01 C H100 Loo AA time then closes the Project by selecting File gt Exit The project displays in the project grid The project is still checked out to Franz This is indicated Hvac VEN O01 Equipment Racks MOL 0O01 Wire nd Cable AUD 003 Wire 4nd Cable AUD O02 Wire And Cable AUD 001 Wire And Cable PO w 006 Wire nd Cable POw 003 Wire nd Cable POw 005 Wire nd Cable PO w 002 Wire nd Cable PO w 007 Wire And Cable POw 004 Wire nd Cable AUD 009 Wire nd Cable AUD 012 Wire And Cable AUD 005 Wire nd Cable AUD 008 Wire nd Cable AUD O07 Wire nd Cable AUD 006 Receivers SUR O02 Accessones EIT O02 Equipment Racks KIT 003 Coin D le OAD ONT e D Tools i Text CDocume File O Tools View Help in the Checked Out To column Mew Open Save Exit H E Clearone Arnis Belkin Chief Active Thermal Ma Component D Room Covered Porch Covered Porch Covered Porch Covered Porch Covered Porch Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room Game Room
74. x El Standard REA ACCESSOrESs HF Acoustics E n Amplifiers EZ l En ne M 4d e H Cover Sheet Elevation view Plan View 4 Background Title Page za u Page 4 4 When she finishes she saves and closes the Project She is going to create a Schematic drawing for the system but wants to use AutoCAD for this She selects the Project in the Project Grid and then right clicks and selects Open in AutoCAD gt New Drawing Project MacGowan Home MACGOWAN 001 M Open Project in SI Text 7 Filename Vr Folder Dickinson House DICKINSONOOS 01 Discovery Open in Visio S15 15 Sample Dtl Ctl Bruce Dicki Dio Home 0001 01 Discovery Open in Auto AL fa Mice te SACRO Op cleraiacein view Project Information P Mew Project Ctrl M lt 23 Copy Project FE Move Project 3 eee ae a ee Cee ee OT N T N ee or SI 5 Tutorial 71 She is then prompted to pick a drawing template She selects the Schematic dwg template types in a file name and clicks OK Hew AutoCAD Drawing Select a drawing template Elevation dwg Line dwg Flan dwg Schematic dwg Drawing name MACGOWAN 001 Schematic dwg The file was added to the Project Files list She then selects the file right clicks and selects Open File Mew E Add File Filename MACGOWAN 001 Schematic dwg E Open File 1 MACGOWAN OO1 ved et sari is File in the associated application
75. y Detail Cost Summary lt u Profit a vs By Location 2b Print ci jis g 100 mi By Manufacturer een I I I I I I I I I I I I I I I I I I I I By Phase 1 2 l 3 E By one i Frofit gq 3 Byard LE By Manufacturer By Phase i 5 List Blank Items In Project i i Pick List pl ffl Praieet Hoire mM MacGowan Home Global Vision Lid 1313 Mockingbird Lane Liverpool ME 90210 s w B r E T anik T TT T N O LE 5 a ee 1 I I I l I After reviewing he clicks the Export To PDF Ta button and then emails these reports to Mike for approval Mike is lounging on the beach in Hawaii but takes time to review these and sends back his word of approval i iT 2 E E RERE 2 gil Gross Profit I I I I I I I I I I a z l Bt Export To POF reen Em ae E cae er town lh amen an oY cit een ee ia a Dave then runs additional reports that will be presented to the client Proposal Contract Cover Page and Scope of Work In addition to these reports he prints the Line and Elevation pages created by Laura SI 5 Tutorial 55 Client Approval Franz then meets with the client to present the Proposal and drawings The MacGowans are beside themselves and sign off on the Project While there he takes even more photos of the MacGowan home to assist Laura in the design and engin

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