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PROBID — Evaluation Pack - Procon Construction Systems

1. LH10 LABOUR Unskilled Class II Perhaps you want Sets or Subcontractors rather than Resources Then set the first character in the code field to the Set or Subcontract ID character The picklist changes appropriately So you can produce a subcontract picklist by keying in the code field and pressing F6 What if the list is so arge it is still unwieldy even with a picklist s sort facility Then the content can be restricted by masking But more on that later Fixing Resource Consumption Press in the code field The cursor drops down to the production line Part B Tutorial Page B 23 PROBID User Manual Data Entry Resource Set Subcontractor Typ ity Unit Cost _ Cost GREENTREE LANDSCAPING LTD 5 4700 00 181890 4700 00 181890 Production Rate Ha MH The fields offer alternative ways of specifying resource consumption You want to directly fix the Manhours so press twice to move to the quantity field and type 200 Press again and the other four fields are updated as the cursor returns to the code field Does it matter which way you set the quantity Would a production rate of 0 1935 or a total cost of 3560 achieve the same effect In a static sense yes The same quantity and cost would result However PROBID uses a dynamic cost model remembering the way in which relationships were specified not just the result If the ite
2. Part B Tutorial Page B 20 PROBID User Manual Data Entry received so key in 950 and press Enter The cursor returns to the element code field IMPORTANT When the cursor is in one of the ten element code fields and 1 behave differently If the field contains a code then drops to the lower production line while just moves down through the codes displaying the pricing detail for each element When the cursor is in one of the five fields on the production line will cycle through the fields until you change a value It then returns to the code field To exit from the production line without changing a field press or 1 Practice moving to and from the production line and through the code fields That s all there is to placing a subcontract quote against an item so press to RECORD the pricing screen The item screen returns and the costs are now shown Hit to move to the next item 4A200 Key for operations and again to bypass the operation description Grubbing like the first item is also too simple to warrant dividing into operations Bringforward Pricing Detail F4 The same subcontractor priced this item and the cursor is in the first code field so hit to BRINGFORWARD all fields from the ast item Press and key in the quoted price of 4700 Ha Press to return to the code field It is time to provide some detail on this undefined subcontractor You could exit from both the opera
3. Tutorial Page B 30 PROBID User Manual Data Entry PROCALC Formula Flag I Use to close the window The calculated haulage rate of 431 34 m3 HR appears in the Production Rate field A small formula flag f appears to the left of the field indicating a formula is tied to it Just as there is a general NOTEPAD facility the JOTTER as well as a record specific version there is also a general PROCALC facility accessed with Alt and a field specific version accessed with Art C Sensible use of tied PROCALC formulae help in documenting an estimate and avoiding transcription errors They also make it easier to amend calculations by changing just one parameter Saving the calculation field updates the production rate field RECORD the operation with F2 The record number increments and the screen clears Now enter the second and third operation for this item Finding Operations Fe or F7 F8 Operations unlike other records do not have an alphanumeric code or their own menu They are the children of a parent item always accessed through that item You can use F6 in the operation description field to popup a picklist of the item s operations Alternatively you can use and to page backwards and forwards through the item s operations As usual switches modes Practice changing modes and moving through the operations The indirect access to operations is an advantage as having to ass
4. It does not matter whether you define Subcontractors Resources or Sets before or after you use them You can still assign codes for the Subcontractors you wish to use and define them later or never depending upon the information you want to produce Why choose Subcontractcode like CL amp GB a mnemonic for Clearing amp Grubbing rather than one derived from the subcontractor s name This is one of several ways to assign codes Mnemonic coding is not generally good approach especially for Resources and Sets Generic trade codes allow you to assign plug prices to work packages before identifying the real subcontractor The intelligent assignment of Resource Set Supplier and Subcontract codes is fundamental PROBID has powerful facilities for selecting cloning and manipulating these records based on masking on the codes We will really only touch on these advanced facilities in the tutorial More on this later The cursor has dropped down to the ower portion of the screen Resource Set Subcontractor Type Quantity Unit Cost S CL amp GB Undefined SUB SUPPLIER TOTAL Ha Qty Cost Ha L The lower fields provide five alternative ways of fixing an element s consumption and cost contribution Subcontractors quote on items or operations directly so only the two cost fields are now accessible A quote of 950 00 per hectare has been
5. User Manual Tutorial Data Schedule of Rates Project ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Principal Ettamogah Cultural Trust and Brewing Company P O Box 1792A 123 Main Street ETTAMOGAH VIC 3888 Contracts Officer Mr L D Bronstein Tenders Close at 3pm on 15 December 1997 at the above address Start 3 February 1998 Substantial Completion 25 November 1998 Liquidated damages 350 per calendar day Bill 1000 CIVIL ENGINEERING WORK A100 Tree clearing and disposal 45 5 Ha A200 Grubbing to 300mm and disposal 38 7 Ha 100 Topsoil stripping 168500 m2 B100b Earth excavation 245000 m3 CX01 Block X Struct Concrete 30MPa 782 m3 CX02 Block X Reinforcing Steel 47 83 Tn CY01 Block Y Struct Concrete 30MPa 1654 m3 CY02 Block Y Reinforcing Steel 94 66 Tn Subtotal Bill 2000 BUILDING WORK 100 Brickwork Common 9450 m2 A200 Elec power connection 1 LS A210 Elec ducting 2 x 4 x 100mm diam 1645 2 lm A220 Elec transformers 150KW 5 EA A900 NOMINATED SUBCONTRACT Acoustics 1 15 400000 00 Subtotal Bill CONTINGENCY ALLOWANCES 100 Owner s Contingency Allowance 1 LS 100000 00 Subtotal 100000 00 APPENDIX A Tutorial Data Page A 1 PROBID User Manual Tutorial Data Suppliers amp Subcontractors Code CL amp GB 3 12 SELECT FIXRB ACME eqpt BORAL GENB amp T Subcontractor or Supplier Name Reference GREENTREE LANDSCAPING PTY LTD Su
6. PROBID Evaluation Pack This evaluation pack will assist you in assessing PROBID prior to purchasing a full user licence The cost of the pack will be credited against the cost of any PROCON software licence purchased within the following 90 days Any commercial use of the evaluation system or attempt to copy transfer adapt or reproduce the code displays or ideas contained within the program contravenes the licence purchase agreement and will cause material damage to PROCON Construction Systems The evaluation program has a number of restrictions and capacity limitations These are e tis useable for 90 days only e Jobs you create may be accessed only EIGHT times e Markup method and rate is fixed e Report header cannot be changed e Capacity is limited to the tutorial size e Digitiser use can only be simulated Install the evaluation system on your hard disk by placing the program disk in drive A then change to drive A by typing Enter Then type TINTSTTIATC JE and follow the directions PROBID User Manual Preamble Part B Tutorial If you have not yet installed PROBID on your computer read Getting Started in Appendix 1 If you have the DIGITIZER version of the program you should also read the digitizer installation instructions in Appendix 11 If you have not viewed the PROCON slide show DEMONSTRATION program describing PROBID you may wish to look at it before starting
7. NORMAL items 2227154 394552 17 72 Spread rates may be set for SOME cost types and some must be left unfixed Cost Type NORMAL Items Unassigned Labour 553658 Own eqpt 81050 Rented egpt 551237 Material 704141 Subcontract 337068 BALANCE 2227154 17 715551 394552 The spread balance is the total of Hidden items plus markup less amounts already spread over Fixed and Marked items By default the spread rate 15 uniform over all Normal items However this screen allows you to fix special spread rates for each cost type You cannot fix a rate for all cost types at least one must be left unfixed to absorb the balance of any spread Of course this does not override decisions you made on fixing individual items or groups of items you specified as having a fixed percentage spread through the Utility menu PROBID offers three levels of control over the way the spread is allocated but we are going beyond the scope of the tutorial In this case we do not wish to load too much of the spread onto the subcontracted portion of items so move down and enter 5 against the Subcontract cost type Press to RECORD the screen You now have a completed tender TENDER SUBMISSION Print TENDER SUBMISSION report The last page is a Tender Analysis sheet which you must detach before submitting the tender When a tender has e different contract and actual quantities e some token costs e some items with
8. Set in PROBID terminology Using a Set Every time the equipment spread is used you could individually assign the dozer and scrapers as resources However it is more efficient and natural to define the complete spread as one Set Part B Tutorial Page B 28 PROBID User Manual Data Entry Defining Sets the fly AkJT Key in the Set code escsPR The character identifies the element as Set Then hit to jump through to the Set entry screen The natural mnemonic key combination of Aktj S for Sets is already used for Subs Suppliers is easy to remember if you think of Sets as Set Entry Screen The code fields in the Setentry screen can accept resources subcontractors and other sets Enter the following details Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 1 ADD SETS SCREEN Set Code escspr Description SCRAPER SPREAD D9 3xCAT631 Measure Unit Jar Estimator ID Record Changed 28NOV97 _Resource Set Subcontractor Type Usage Rate Undefined SET 1 Set Elements and Usage This Set is made up of two other sets and the constituent sets are not yet defined PROBID allows you to follow any data entry sequence that suits you If you prefer to define higher level sets first and then work down to resource definitions you ca
9. item A210 hit to toggle on an auto increment mode An increment equal to the difference between the numeric portions of the current and previous item codes is shown The item code is automatically incremented for each new item and the field skipped Codes are left justified if you entered the first that way and vice versa The increment value may be fractional e g item codes 1 00 1 20 1 40 Auto incrementing works with item resource supplier and set codes but not with section or group codes Of course acts as a single increment key in all code fields including groups and sections Complete the electrical items and toggle auto increment mode off with F5 Enter the details for the NOMINATED SUBCONTRACT item but skip the pricing for the moment Token Items The next item is a CONTINGENCY ALLOWANCE with a write amount of 100 000 The contract payment provisions give the contractor no control over this item It is just an awkward but unfortunately typical way of listing the amount budgeted for Contract Variations Variations are individually assessed and paid for as they arise This item is not truly part of the work to be priced and the contractor will see none of the money Nevertheless a price must be included in the submitted tender without confusing the true cost base for purposes of markup Enter the item details and move the cursor down to the Item Type field Press for a picklist of
10. 1876 8 m2 CS8418 Typical strip footing cross section is Like this Assume just side forms 688 are required 833 x 8 608 8 833 x 8 688 m2 m3 2 48 IPM FEM PLYWOOD Sheet 1288x2488 Material B 1841667 Sh m2 195 5 Sh 135 BB Sh 1 1 2x 2 4 Sheet size 4 reuses 128 wastage 0 1841666667 MTF 32 FRAMING TIMBER Oregon Material 8 8125 m3 m2 23 46 m3 539 98 m3 B 85 m3 m2 4 reuses 0 8125 LHAB CARPENTERS Formwork Labour 2 1 MH m2 3941 28 MH 22 38 MH OPERATION COST 67 64 m2 126951 Supply amp Place Concrete 1 m3 m3 782 m3 0504 MCS838 CONCRETE Class D Cement 38MPa Material 1 04 m3 m3 813 28 m3 188 88 m3 87834 1842 Hastage allowance for losses during pouring 1 LH28 LABOUR Skilled Class IU Labour 8 8 MH m3 625 6 MH 28 4 12762 ALLOW Undef ined SUB SUPPLIER Subcontract 2 88 m3 2 88 Company standard allowance for small tools etc 2 ITEM COST 292 98 m3 229112 CX 2 Block X Reinforcing Steel 47 83 Tn REINFORCING BAR cut amp bent Material 1 82 Tn Tn 48 7866 Tn 818 88 Tn 39517 182 Add 2 that must be paid for rolling margin 1 82 FIXRB TYITALL BROS STEEL FIXERS Subcontract 208 88 Tn ITEM COST 1826 28 Tn APPENDIX B Reports Page B 4 PROBID Estimating amp Tendering System Sample Reports SUPPLIER LISTING Printed 2 37pm 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 BER SUPPLIER LISTING 88 Estimate ETTAMOGAH OPERA HOUSE EXTENSI
11. Cost PROJECT ENGINEER Annual Cost SITE ADMINISTRATOR Annual Cos FOREMAN Annual Cost CONCRETE Class D Cement 38MPa DIESEL FUEL Supplied to Job BRICKS Common 238 x 188 x 76 REINFORCING BAR cut amp bent FRAMING TIMBER Oregon FORM PLYWOOD Sheet 1288x2400 23 Resources Def ined INTPLT ACME ACME INTPLT ACME ACME INTPLT INTPLT GENB amp T BORAL RESOURCE USAGE Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Own eqpt Rented eqpt Rented eqpt Own eqpt Rented eqpt Rented eqpt Dun eqpt Rented eqpt Labour Labour Labour Labour Labour Labour Labour Labour Labour Material Material Material Material Material Material 248 BB Wk 208 BB WK 97 88 HR 2088 BB WK 95 88 HR 185 88 HR 2488 BB WK 37 98 HR 17 88 MH 2B 48 MH 22 8B MH 22 38 MH 23 2B MH 88888 BB Vr 43088 88 Yr 46888 88 Yr 38588 Bg Vr 188 88 m3 8 45 Li 325 818 548 88 m3 135 8B Sh 88 69 94 44 HR 372 01 HR 68 966666 WK 3848 33 HR 8 8897556 WK 937 22 HR 202 2 HR 26 429266 3514 58 HR 3227 63 MH 1948 8 MH 1858 85 MH 12277 44 MH 6855 27 MH 8 8653846 Yr 1 5769231 Vr 8 9615385 Vr 2933 44 m3 90388 Li 463 85 MB 145 34 Tn 73 88 m3 28N0U97 28N0U97 295688 17628 89836 21231 63438 138848 9 452 39756 42181 273 87 140482 69231 67888 44231 273612 48635 158491 117725 39463 2071356 APPENDIX B Reports Page B 6 PROBID Estim
12. Costs to PROCOST from the Export menu A budget will be created and exported If you are not using PROCOST A file BUDGET PRN will be created in the system directory This is a plain AscrI file that can be imported into other costing systems See Page D 2 Export Items to PROBILL If you are not involved in the administration of contracts or are not using PROCON s Contract Billing System PROBILL you can skip this section Monthly Progress Payment Certificates are based on the quantity of work completed under each item in the contract document Exporting the items directly to PROBILL avoids the need to re enter this detail Select Items to PROBILL from the Export menu to create the necessary files You are now ready to prepare Progress Payment Claims manage Variations and handle contract Escalation Calculations The files are saved in directory PROBILL DATA f it exists Otherwise they will be saved in the PROBID system directory See your PROBILL manual for more detail on preparing Progress Payment Certificates and automatic Rise amp Fall calculation The End Congratulations You have now completed the tutorial and should be using PROBID immediately to prepare better estimates and tenders While you will now be reasonably familiar with the mechanics of entering data into PROBID it is also vital that you understand the principles PROBID uses in evaluating the information you provide There should not be one figure produce
13. RECORD the screen PROBID returns to the Mastermenu Now select Customisation and then System Defaults Changing System Defaults The System Defaults screen looks like this Part B Tutorial Page B 8 PROBID User Manual SYSTEM DEFAULTS Colour ON Y N Password facility ON Y N Gestalt matching ON Y N Switch MOUSE Buttons Y N Creating an Estimate System date Fri 28NOV97 Sound ON Y N Yes Archive facility ON Y N Yes Standard VIDEO lines Y N Yes MOUSE Sensitivity Level 4 TENDER ROUNDING TOTAL to Five UNIT RATES to Smart AMOUNTS to Cent SUBCONTRACTORS Prefix ID character for Department Project Name Estimator s Name F3 blank fla N F2 record F10 cancel No if text is unclear F4 bring PgUp top PgDn bottom NUM System defaults page D 2 explains all these fields in detail In the tutorial we will leave most at their default values Press to move to the last field the Estimator s Name field Primary Estimator s Name Type the Chief Estimator s name John Wilkes Booth and hit 1 to move back up to the previous field Department or Project Name Sensible defaults avoid the need to key the same information into every new contract For instance assume all users belong to just one section Building amp Civil Enter Building amp Civil Division A beep warns you that the cursor is at the end of the field Press to RECORD the c
14. Sorted ROLLER Towed Sheepsfoot 258 RCME EQUIPMENT RENTRLS LTD Rented eqpt 28 097 007 CRT 06 perated 97 RCME EQUIPMENT RENTRLS LTD Rented eqpt 28N0V97 BULLDOZER CAT D9 Weekly Rate 2888 88 WK INTPLT COMPANY PLANT DEPARTMENT Own eqpt 28N0V97 WHEELED LOADER CAT 966 95 BB HR ACME ACME EQUIPMENT RENTALS PTY LTD Rented eqpt 28 097 ELEVATING SCRAPER CAT 623 185 BB HR ACME ACME EQUIPMENT RENTALS PTY LTD Rented eqpt 28N0V97 SCRAPER CAT 631 Weekly Rate 2488 88 WK INTPLT COMPANY PLANT DEPARTMENT Own eqpt 28N0V97 DUMP TRUCKS 13 m3 boxes 37 88 HR Rented eqpt 28 097 LABOUR Unskilled Class II 17 88 MH Labour 28N0V97 LABOUR Skilled Class IU 2B 48 MH Labour 2840497 EQUIPMENT OPERATORS 22 88 MH Labour 28N0V97 CARPENTERS Formwork 22 Labour 2840497 BRICKLRVERS 23 28 MH Labour 2840497 MCS838 CONCRETE Class D Cement 188 88 m3 Material 280497 MFD 88 DIESEL FUEL Supplied to Job B 45 Li INTPLT COMPANY PLANT DEPARTMENT Material 28N0V97 MMBCBB BRICKS Common 238 188 x 76 325 68 MB amp GENERAL BRICK amp TILE PTY LTD Material 28N0V97 MRB 7 REINFORCING BAR cut amp bent 818 88 Tn BORAL REINFORCEMENT PTY LTD Material 28N0V97 MTF 32 FRAMING TIMBER Oregon 548 88 m3 Material 2840497 MTP 2 FORM PLYWOOD Sheet 12B8x2488 135 BB Sh Material 28N0V97 18 Resources APPENDIX B Reports Page B 5 PROBID Estimating amp Tendering System SET LISTING P
15. item appears The after the record number at the top left of the screen indicates that the item is still only a Header record it has no operations or pricing detail Switching modes is an alternative to exiting and making a choice from the main menu system Regardless of the route followed the destination is the same Browse Mode Browse mode is a convenient passive way of viewing records whether it be Items Operations Resources Suppliers or Sets and move to the first and last record respectively while the arrow keys and F7 F8 move backwards and forwards through the records If you go past the first or last record the record number wraps around Press F5 key in A200 and to search for that item it becomes the new point for browsing Repeat the search but key in V100b This is not the quickest way to find a particular item is actually more convenient Also if you were in Change mode you could edit the record But more on that later Gestalt Pattern Matching Item V100b doesn t exist so PROBID has moved to B100b It searched for the item but couldn t find it Knowing you thought it did exist after all you are in Browse mode not Add mode PROBID assumed you probably mistyped the code It decided that most likely you meant to type B100b but hit instead of B Part B Tutorial Page B 17 PROBID User Manual Data Entry This Gestalt matching capability is used through
16. now assumes you will proceed with pricing so the pricing operation entry screen appears You may price the item directly or break it down into any number of simpler operations sub items You do not have to follow any fixed estimating sequence Sometimes it is easier to enter the items and return later to price them That is the approach we will follow in this tutorial Hit in the Operation Description field to return to the Item entry screen As you previously defined a Section the cursor moves automatically to the Section Code field Press to bring forward the last item Change the code to A200 Enter its description and quantity see page A I of Appendix A Press to RECORD the screen PROBID knows that you did proceed to price the first item so it naturally assumes you will now continue in the same way and does not move to the pricing screen Enter and RECORD item B100a then enter the code and description of B100b This item has a Contract Quantity of 245 000 m3 cubic metres However the quantity is wrong Your own takeoff found the correct figure to be 274 350 m3 Contract vs Actual Quantity This estimate happens to be for a Schedule of Rates Unit Price contract so you will be paid for the actual quantity of excavation performed The error is therefore as dangerous as it would be in a Lump Sum contract Nevertheless if you fail to allow for this difference your tender is incorrect an
17. that this estimate has only a single subtotalling level so a section breakdown should be sufficient Follow the Client s structuring of the contract if one is given or implied When there are only a few items you can skip both the section and group divisions If as in this case only one summary level is used this can be at either the group or section level Only the reports are affected Groups form natural page breaks sections do not Item Codes Key in the Item Code A100 and press 1 to move up to the Section Code field Group section and item codes may use any alphanumeric character Case and position are both significant Be sure the item code is left justified in the five character field like this Part B Tutorial Page B 15 PROBID User Manual Data Entry 100 rather than A100 and has not been entered as a100 If the item code is not left justified return to the code field and hit Shift F3 the LEFT JUSTIFY command Characters such as 0 and and 1 1 and I are easily confused so where practical avoid using numbers and letters in the same field position Type 1000 and press Enter Key in the Section Description of CIVIL ENGINEERING and press to drop down to the Item Description Enter Tree clearing and disposal Then enter a Measure Unit of Ha Hectares and a Contract Quantity of 45 5 just ignore the other fields for the moment Hit to RECORD the item PROBID
18. to copy in a standard company list to both save entry time and serve as a checklist PROBID allows you to do just that Part B Tutorial Page B 35 PROBID User Manual Data Entry Using Libraries If you are using the STANDARD version of PROBID which does not support libraries enter the overhead items manually and skip forward to Requesting Reports on page B 39 But do read the section on masking as the technique is used throughout the program The installation program copied some short sample library files OVERHEAD ITM etc into the directory PROBID LIB Aitt D from the menus displays the DATA and LIBRARY directories from the Item screen and go to the Utility menu Select Library access A list of record types items resources sets etc appears Select Items This screen appears Copy ITEMS FROM Library System date Fri 28NOV97 Library Path amp Filename J LIB _ Add to Extract from library Extract Include NOTEPAD text Yes Include PROCALC lines Yes Group Sec Item No Selection Mask B Hit for a picklist of item library files There might only be one item file in the directory Select OVERHEAD ITM Leave the other fields as they are you are Extracting records from the library not Adding the library Let s just examine the Mask fields A library may contain many records only a few of which are needed in the current estimate Masking
19. to get PROBID to list them To do this hit F6 the SELECT key or the left mouse button A small picklist opens near the field and lists all valid choices for this field It looks like this Hit EscJape to remove the list without changing the field s contents The setting should always be left at PRN if your printer is connected to the standard parallel port or if a serial port has been configured to emulate the parallel port Don t know what a device is It doesn t really matter PROBID can direct reports to printers on different devices or ports PRN almost always works and is usually the best setting Press or the right mouse button to move on to the Laser Printer field Laser Printers Hit to pop up a picKlist A trivial list when there are only two choices But it illustrates the point that a picklist 1 always available from fields offering a limited range of choices You may choose from these simple lists in several ways The first letter of a choice from the highlight down selects it So you can still select Yes by pressing Y The Part B Tutorial Page B 5 PROBID User Manual Customising PROBID highlight can be moved with and and reposition the window itself Pressing Enter or the right mouse button transfers your choice into the field and removes the window Esc ape or pressing the and right mouse buttons together cancels the function If you ar
20. 154 TOTALS 2797875 WARNING 4 Items NOT final Rounding loss 43 Some Subcontractors NOT defined Some Resource Costs NOT final Some NORMAL Items have NEGATIVE spread APPENDIX B Reports Markup Amount 22378 223787 Sample Reports Total flmount 3021663 188888 3121663 Difference 74238 74238 13232 Spread 19848 394589 413557 B 9 PROBID Estimating amp Tendering System Sample Reports SUPPLIER ORDER Boral 2 37pm 280197 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 xxx SUPPLIER ORDERS Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Selected on B RRL BORAL BORAL REINFORCEMENT PTY LTD Telephone Number 061 987 4567 1321 Northbourne Avenue CANBERRA ALT 2681 Contact Shipping Department PLEASE SUPPLY Quantity Description Unit Cost Total Cost TOTAL 117725 48 Approved by Alex Smith 20 Jan 98 2 37 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 SUBCONTRACT ORDERS Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Selected on ELECT ELECT SPARKS ELECTRICAL CONTRACTING Telephone Number 849 251 8112 0 Box 228 80 Main Street Contact George Brook Supu NENCRSTLE NSW 2488 Quotation Ref 478 883 Letter Sec Item Item Description Operation Description Quant i ty Unit Rate Extension 2000 R2BB Elec power connection 1 LS 8BBB BB LS 8BBB BB 2808 AZ1 Elec ducting 2 x 4 x 18Bmm diam 1645 2 lm 23 68 lm 3
21. 24 914 R 35 915 1851852 HK B B8B4175 Rp 1 214 534 Rp 86 816 BBB APPENDIX B Reports Page B 13
22. 645 2 lm 25 00 41138 A228 Elec transformers 158KW 9 EA 7688 35888 NOMINATED SUBCONTRACT Acoustics 4BBBBA BB 400880 Section 2800 5 Items 899862 Section CONT CONTINGENCY ALLOWANCES 188 uner s Contingency Allowance 1 LS 18888A B 188888 Section CONT 1 Item 188888 JOB TOTALS 14 Items 3834208 APPENDIX B Reports Page B 8 PROBID Estimating amp Tendering System TENDER ANALYSIS 2 38pm 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM TEN NALYSIS DER ANA Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 ANALYSIS BY COST TYPE Cost Type Markable Cost Labour 734927 Own eqpt 81858 Rented eqpt 551237 Material 784141 Subcontract 726521 TOTAL COST 2797875 USER REQUESTED ROUNDING Round TENDER TOTAL to Five significant digits Round UNIT RATES to Smart values Round ITEM AMOUNTS to Dollar MARKUP CALCULATION Markup Percent Percent 26 27 2 98 19 78 29 175 188 88 Markable Cost 2797875 Cost OVERALL TOKEN Items TENDER TOTAL 2797875 ANALYSIS OF CONTRACT amp ACTUAL MARKUP Contract Quantities Actual Quantities 2823645 2897875 188888 188888 2723645 2797875 218555 223 87 TOTAL COST TOKEN Items Markable Cost MARKUP Amount Percent Markup TENDER TOTAL 3834288 3121663 SPREAD ANALYSIS BY ITEM TYPE SPREAD ITEM COSTS Spread FROM MARKUP 223787 HIDDEN items 189769 189769 FIXED spread items 388952 NORMAL items 2227
23. 888 88 LS 8888 A210 Elec ducting 2 x 4 x 168mm diam 1645 2 Lm 23 68 Lm 38958 A228 Elec transformers 150 5 ER 6325 88 EA 31625 R98B NOMINATED SUBCONTRACT Acoustics 115 388952 88 LS 380952 Section 2888 5 Items tttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttt Section Owner s Contingency Allowance Section CONT 1 Item CONT CONTINGENCY ALLOWANCES 188888 88 LS 168888 tttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttt Section soh SITE OVERHEADS Project Manager Project Engineer Project Administrator Establish Offices amp Sheds Section soh 4 Items JOB TOTALS 18 Items 45 Wk 82 Wk 58 Wk 1538 47 Wk 826 93 Wk 884 62 Wk 8588 BB LS 69231 67888 44231 APPENDIX B Reports Page B 3 PROBID Estimating amp Tendering System Sample Reports OPERATION ANALYSIS Civil Work Printed 2 37pm 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 OPERATION ANALYSIS Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Selected on 1888 Item Description Item Actual Qty Operation Description Operation Usage Rate Operns Qty Costcode Act Cal Start Duration Finish Code Resource Set Sub Description Cost Type Production Usage Quantity Elem Unit Cost Total Cost 1888 CIVIL ENGINEERING WORK Tree clearing and dis
24. 8958 34 2008 A220 Elec transformers 158KMW 9 ER 6325 BB EA 31625 SUBCONTRACT TOTAL 78583 34 Approved by Alex Smith 20 Jan 98 APPENDIX B Reports Page B 10 PROBID Estimating amp Tendering System Sample Reports ESTIMATE MASTER 2 37 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 88 ESTIMATE MASTER 82 Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Department or Project Code BC Department Building amp Civil Division Estimate number T9 12345 Approximate Contract Value 3880800 08 Primary Estimator s Name John Wilkes Booth Owner ETTAMOGAH CULTURAL TRUST amp BREWING CO 0 1792A 123 Main Street ETTAMOGAH VIC 3888 Attention Mr L D Bronstein Tender Submittal time is 3 88pm on Mon 15DEC97 Start date Tue 3FEB98 Duration 295 days Finish date 24N0V98 18 Items 7 Suppliers Subcontractors 23 Resources 4 Sets Bid deposit 25 888 bank draft Liquidated damages 358 per day Retention 18 to maximum of 100 800 5 year guarantee and performance bond required on sealants Dame Kiri to be co opted for the official opening COSTCODE LISTING Printed 2 38pm 28 0097 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 COSTCODE LISTING Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Sorted Code Gp Sec Item Operation or Item Description Quantity Total Unassigned Labour Own eqpt Rented eqpt Material Subcontract BA 288 2888 988 BUILDIN
25. ACTING Elec ducting 2 x 4 x 100mm diam 1645 2 lm SELECT SPARKS ELECTRICAL CONTRACTING Elec transformers 150KW 5 EA SELECT SPARKS ELECTRICAL CONTRACTING NOMINATED SUBCONTRACT Acoustics 1 LS Section CONT CONTINGENCY ALLOWANCES Owner s Contingency Allowance 1 LS Section soh SITE OVERHEADS Don t enter these items they will be imported from a library Project Manager 45 Wk Site Engineer 82 Wk Site Administrator 50 Wk Establish Offices amp Sheds Allow 1 MB MB 1 3 MB per day sub 8000 00 LS sub 23 68 1m sub 6325 00 EA 400000 100000 LS 8500 APPENDIX A Tutorial Data Page A 6 PROBID User Manual Tutorial Data Project Scheduling Information Item Op Item or Operation Description Quantity Task No Calendar No Start Date Duration Finish Date Overall Project Timing S OlFEB98 295 days 22NOV98 B100b 1 Load amp Haul scraper work 190000 m3 XX10 1 15FEB98 48 days 27APR98 B100b 2 Load amp Haul truck amp loader 84350 m3 XX30 1 19MAR98 92 days 27JUL98 A100a 1 Supply amp Lay Common Brickwork 463 05 MB XBOO 4 14MAY98 105 days 21SEP98 The following two items have NO operations See the tutorial for help in defining these activities A210 Elec ducting 2 x 4 x 100mm diam 1645 2 lm XED4 4 25JUN98 17 days 28SEP98 A900 NOMINATED SUBCONTRACT Acoustics 1 LS XA00 S 1690198 65 days 09NOV98 APPENDIX A Tutorial Data Page A 7 PROBID Estimating amp Tendering System
26. APER CAT 631 Weekly Rate 0 02 WK LH30 EQUIPMENT OPERATORS 1 05 MH MFD000 DIESEL FUEL 50 Li SCSPR SCRAPER SPREAD D9 3xCAT631 HR DOZD9 BULLDOZER CAT D9 Operated 1 HR SC631 SCRAPER CAT 631 Operated 3 HR APPENDIX A Tutorial Data Page A 4 PROBID User Manual Tutorial Data Item Breakdown and Pricing Item Description Item Actual Qty Operation Description Operation Consumption Resource Set Sub Code amp Description Consumption Section 1000 CIVIL ENGINEERING WORK A100 Tree clearing and disposal 45 5 Ha A simple item priced directly CL amp GB GREENTREE LANDSCAPING PTY LTD sub 950 00 Ha A200 Grubbing to 300mm and disposal 38 7 Ha Operation breakdown unnecessary price directly to the item CL amp GB GREENTREE LANDSCAPING PTY LTD sub 4700 Ha LH10 LABOUR Unskilled Class II Flagmen 200 MH 100 Topsoil stripping 168500 m2 Define an operation to change measure unit to m3 1 Strip to Stockpile 150mm deep 0 150 m3 m2 ES10 ELEVATING SCRAPER CAT 623 125 m3 HR B100b Earth excavation 274350 m3 Contract Qty 245000 m3 Break the item down into these three operations 1 Load amp Haul scraper work 190000 m3 SCSPR SCRAPER SPREAD D9 3 x CAT 631 Output 3 Scrapers 18 2 m3 Load 7 9 Loads hour 2 Load amp Haul truck amp loader 84350 m3 EL10 WHEELED LOADER CAT 966 90 m3 HR ET10 DUMP TRUCKS 13 m3 boxes 24 m3 HR 3 Spread and compact fill 1 m3 m3 ED06 DOZER CAT D6 Operated 90 m3 H
27. CO The name and address is transferred into the respective fields and the cursor moves on to the next field New names and addresses may be added to the list with Shift F6 This is just one example of one type of User Defined List you can create and manage yourself The Device and Printer lists used earlier are others Many PROBID fields can have User Defined Lists associated with them Appendix 12 in Part D ofthe manual describes this feature in more detail More Field Editing You may want to amend some of this detail To help you get around screen fields and make changes let s try out a few more edit commands with or gt jumps to the previous or next word in the field converts a character to lower case while makes it UPPER case switches the case of the character In each instance the cursor moves on to the next character so holding down one of these key combinations quickly changes the case of complete words or phrases Ctrl End or Enter 4eletes all text from the cursor to the end of the field NOTEPAD AR N or There are some general tender conditions to be recorded and the NOTEPAD provides a convenient way to do this It allows you to attach free form notes to any record Press and an edit window appears Text is entered in much the same way as in single line fields Hit for HELP on the extended editing and formatting functions The sixteen line viewport is only a small portion o
28. E EXTENSION Phase 2 System date Fri 28NOV97 Item 1000 B100a Topsoil Stripping 168500 m2 Operation 1 1 Strip to Stockpile 150mm deep Measure Unit kol 28NOV97 Op units Item unit Item units Op unit Quantity Costcode Act No t 23 m2 il m2 m3 168500 m3 Setting the Operation Quantity The Op units Item unit field and the next two fields provide three alternative ways of relating the operation and item quantities These three alternative ways of arriving at an operation quantity are analogous to the five alternative ways of specifying resource or setconsumption Again if we want our cost model to respond ogically to changes the correct relationship must be chosen The topsoil is stripped to 150 mm so the ratio is simply 0 150 m3 m2 op units per item unit Enter 0 150 in the field and press Enter The two dependent fields are skipped While we can see that this results in a quantity of 25275 m3 it would be both wrong and less convenient to directly enter this value That would suggest that the operation quantity is independent of the item quantity Use to bypass the Costcode and Activity Number fields and move down to the first element code field You can assign an alphanumeric Costcode to an operation and also define the operation as a Scheduling Activity Task But more on that later Defining Resources on the fly Att R Type in the resource code Es10 to jump through t
29. G Nominated Subcontracts 1LS 388952 388952 BEB2B8 2000 2099 BUILDING Electrical Subcontract 1651 2 78583 78583 BM1838 20080 R18Ba BUILDING Masonry Brickwork 463 85 MB 344865 194374 158491 CD8188 1808 8188 CIVIL Site Clearance 84 2 Ha 228675 3568 225115 CS8188 1888 CXB2 CIVIL Structural Reinf Steel 142 49 Tn 146223 117725 28498 CS8418 1888 CX81 CIVIL Structural Formwork 5846 4 m2 395466 273787 121679 250584 1888 CX81 CIVIL Structural Concrete 2436 m3 318238 39755 273611 4872 CX8848 1888 B188a CIVIL Excavation Stripping 25275 m3 21231 CX 858 1888 B188b CIVIL Excavation Scraper 198888 m3 163866 42181 48635 CX8852 1888 B188b CIVIL Excavation Loader amp Truck 84358 m3 219876 219876 CX8858 1888 B188b CIVIL Spread amp compact fill 274358 m3 318938 318938 750008 CONT 188 CONTINGENCIES Owner write in 11 188888 188888 sohB18 soh 18 SOH Staff Costs 177 Wk 181278 181278 soh848 soh 48 SOH Accommodation Costs 115 8500 8500 TOTRLS 14 Costcodes 2897875 734927 81058 551237 784141 826528 APPENDIX B Reports Page B 11 PROBID Estimating amp Tendering System Sample Reports Multi Currency ESTIMATE MASTER 9 12am 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM ESTIMATE MASTER 88 Estimate E9823 Kowloon to Tsunwan Pipeline Department or Project Code ME Department Mechanical Engineering Base Currency A Decimal Places 2 Bid Currency HK Decimal Places 1 Exchange Rate 8 1778157 R HK Invers
30. IV with a unit cost of 20 40 per MH Key to attach a note to the resource record Type in Site Enterprise Agreement Standard Rate and hit to RECORD the note Part B Tutorial Page B 14 PROBID User Manual Data Entry Record Number amp NOTEPAD Indicator The record number 2 at the top left corner of the screen The N indicates that the resource has a NOTEPAD entry If your display is in 50 line mode the text remains visible in the bottom half of the screen Hit to RECORD this resource We could go on and add all the resources but at this stage that would be less instructive than looking at other functions In any case real estimates don t come together in such methodical and mechanical way Press Esc The menus reappear Move to the Item menu PROBID shows Add Items as the default Press to accept it Add Items Mode The Item entry screen looks like this Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 1 CODE DESCRIPTION ESTIMATE DATA 0 Groups Group 0 Sections Items Section Suppliers Resources Item L Sets Measure Unit Contract Qty Actual Qty Item Type Normal Estimator ID JWB Is Final No 28NOV97 Sections amp Groups Item entry is similar in principle to resource entry However you have the option of organising items into sections and in turn sections into groups The item listing on page A 1 of Appendix A suggests
31. L Sort the Report Yes Summary Only No Video Printer or File Print Print Pitch Pica Number of Copies h Pause between Pages No Header each Page Yes Show NOTEPAD text No Show PROCALC lines No Note This screen adjusts to suit the settings in Customisation Printer Setup For example if you are using a aser printer the Print Pitch and Header each Page fields will not appear Hit to RECORD the report request You could print one report and request more later but it is more convenient to specify and print a set of reports as a batch Select Part B Tutorial Page B 39 PROBID User Manual Printing Reports ESTIMATE MASTER leave the More Reports choice setting to N o and press again PROBID prints the two reports Report Formatting Options Select Print Reports again Other fields in this screen are largely self explanatory and are fully described in the Reference section of the manual see Printing Reports page 2 Normally you would accept the defaults given on the screen Report content may be restricted by masking and the records may be sorted or left in their original order Item oriented reports sort by ltem code within Sections and by Section code within Groups Groups sort by group code and page breaks occur on each new group Some sample reports are shown in Appendix B Print selection of reports excluding the COSTCODE LISTING TENDER SUBMISSION at this stage Check the p
32. Laser Printer No Printer No Printer Selected Wide Paper Yes Lines Page 66 DECIMAL Control Codes for PRINT operation Initialization codes Set PICA pitch Set ELITE pitch Set CONDENSED pitch START BOLD printing END BOLD printing F2 record F10 cancel FA bring fwd F3 blank fld PgUp top PgDn bottom Header appears on printed reports CAP NUM The first box called a field is for the standard Report Header Other fields allow you to specify the type of printer and size of paper you are using While you may not have to change most of these values we will practice moving through the fields requesting help and editing field contents Moving from Field to Field Move around the screen as you did with the menu using J 1 PgUp and PgDn The Enter or Tab key moves the cursor to the next field Fields are originally solid white but open up and show sidebars once accessed To catch your attention the active field the one containing the cursor has highlighted sidebars Part B Tutorial Page B 3 PROBID User Manual Customising PROBID Field Information Messages As you move from field to field you will notice that specific information appears on the bottom line Press to return to the first field the Report Header Help System F1 is always the HELP key Press it to obtain help with the current field A window of information on the Report Header field appears
33. ON Phase 2 Sorted CL amp GB GREENTREE LANDSCAPING PTY LTD 08 2345 7899 John Birch Owner Phone Quote 3 12 Subcontract 28N0U97 97 Willowtree Boulevard 88 2345 9878 GREENHILLS ESTATE SA 5788 ELECT SPARKS ELECTRICAL CONTRACTING 049 251 8112 George Brook Supu 178 883 Letter Subcontract 28 0097 0 228 888a Main Street NEWCASTLE NSW 2488 Price covers all electrical work Includes all necessary permits inspections and final certificates FIXRB TYITALL BROS STEEL FIXERS B2 9957 8855 Jack Tyitall Verbal 11 12 97 Subcontract 28 097 P D Box 875 82 9957 8856 BAULKHAM HILLS NSW 2899 ACME EQUIPMENT RENTALS PTY LTD 3 65 2244X238 Plant Dispatcher List less 18 Rented eqpt 28N0V97 45 Old Range Road HOPETOWN VIC 3777 Prices are all in i e they include Operator fuel and maintenance Rates are ACME s List rates at 1 June 1997 less our 18 discount BORAL REINFORCEMENT PTY LTD B61 987 4567 Shipping Department Written Quote Material 28N0U97 1321 Northbourne Avenue CANBERRA ACT 2681 GENB amp T GENERAL BRICK amp TILE PTY LTD Telex A84321 Annual Quotation Material 28NDU97 975 St Georges Terrace 87 236 1837 PERTH WA 6888 INTPLT COMPANY PLANT DEPARTMENT Internal List Dun eqpt 1JUN97 7 Suppliers Subcontractors RESOURCE LISTING Printed 2 37pm 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 xxx RESOURCE LISTING Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2
34. R EC60 ROLLER Towed Sheepsfoot 4500 m3 WK CX01 Block X Struct Concrete 30MPa 782 m3 Break the item down into two operations 1 Formwork to Structural Concrete 2 4 m2 m3 20 FORM PLYWOOD Sheet 1200x2400 20 wastage 4 reuses MTF032 FRAMING TIMBER Oregon 0 05 m3 m2 over 4 reuses LH40 CARPENTERS FORMWORK 2 1 MH m2 2 Supply amp Place Concrete 1 m3 m3 MCS030 CONCRETE Class D Cement 30MPa 4 wastage LH20 LABOUR Skilled Class IV 0 8 MH m3 ALLOW Miscellaneous Equipment Allow say 2 00 m3 CX02 Block X Reinforcing Steel 47 83 Tn Operation breakdown unnecessary price directly to the item MRB070 REINFORCING BAR cut amp bent 2 rolling margin FIXRB TYITALL BROS STEEL FIXERS sub 200 00 Tn CY01 Block Y Struct Concrete 30MPa 1654 m3 Item is similar to CX01 so price on same principles CY02 Block Y Reinforcing Steel 94 66 Tn Item is similar to CX02 so price on same principles APPENDIX A Tutorial Data Page A 5 PROBID User Manual Tutorial Data 100 200 210 220 900 100 10 20 30 40 Section 2000 BUILDING WORK Brickwork Common 9450 m2 An operation is used to change the measure unit to MB 1000 bricks 1 Supply amp Lay Common Brickwork 49 bricks m2 0 049 MB m2 MMBCOO BRICKS Common 230 x 100 x 76 GBLCRW BRICKLAYING CREW 2B L 1LAB Elec power connection 1 LS Electrical items have been quoted by a subcontractor ELECT SPARKS ELECTRICAL CONTR
35. ROBID ESTIMATING amp TENDERING SYSTEM xxx SET LISTING 2 Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Sorted Code Set Description Elem Usage Elem Unit Cost Elem Total Cost Set Unit Cost Est Changed Printed 2 38pm 28N0U97 Page 1 GBLCRA BRICKLAYING CREW 2B L 1LAB LH68 BRICKLRVERS 1 LH1B LABOUR Unskilled Class II 8 23 20 M 17 88 MH 7 MH 394 48 5 MH 151 38 545 78 DV 28N0U97 000709 BULLDOZER CAT D9 Operated 089 BULLDOZER CAT D9 Weekly Rate LH38 EQUIPMENT OPERATORS MFDBBB DIESEL FUEL Supplied to Job 2000 48 08 22 8 23 94 B 45 Li 24 75 88 69 HR 2840097 SC631 SCRAPER CAT 631 Operated ES38 SCRAPER CAT 631 Weekly Rate LH38 EQUIPMENT OPERATORS MFDBBB DIESEL FUEL Supplied to Job 2488 BB WK 48 08 22 8 23 94 8 45 Li 22 58 Sample Reports SCSPR Printed MCS 38 MF DABA MMBCBE MRB878 MTF 32 20 SCRAPER SPREAD 09 3xCRT631 000709 BULLDOZER CAT 09 Operated 5 631 SCRAPER CAT 631 Operated 88 69 HR RESOURCE USAGE PROBID ESTIMATING amp TENDERING SYSTEM 2 38pm 28N0V97 OFFICE Demountable 8m ROLLER Towed Sheepsfoot DOZER CAT D6 Operated BULLDOZER CAT D9 Weekly Rate WHEELED LOADER CAT 966 ELEVATING SCRAPER CAT 623 SCRAPER CAT 631 Weekly Rate DUMP TRUCKS 13 m3 boxes LABOUR Unskilled Class II LABOUR Skilled Class IV EQUIPMENT OPERATORS CARPENTERS Formwork BRICKLAYERS PROJECT MANAGER Annual
36. Sample Reports ITEM LISTING 2 37 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM xxx ITEM LISTING Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Section 1088 CIVIL ENGINEERING WORK A188 Tree clearing and disposal 45 5 Ha A288 Grubbing to 388mm and disposal 38 7 Ha B18Ba Topsoil stripping 168588 m2 B18Bb Earth excavation 274358 m3 693872 CX81 Block X Struct Concrete 38MPa 782 m3 229112 CX82 Block X Reinforcing Steel 47 83 Tn 49883 CV81 Block V Struct Concrete 38MPa 1654 m3 484592 Block V Reinforcing steel 94 66 Tn Section 1888 8 Items 1883785 EE EHE EHE EHE HE EHE SE EHE E E E E EE CE CE EE E E E E E CE E EE EE EE E E EE EE E EE EE E EE EE E EE EE EE EE EE EE EE EE EE EE Section 2008 BUILDING WORK Ai a Brickwork Common 9458 m2 36 49 344865 A288 Elec power connection 1 LS 8BBB BB 8888 A210 Elec ducting 2 x 4 x 188mm diam 1645 2 Lm 23 68 38958 A228 Elec transformers 158KW 9 EA 6325 00 31625 NOMINATED SUBCONTRACT Acoustics 388952 38 388952 Section 2088 5 Items Section CONT CONTINGENCY ALLOWANCES uner s Contingency Allowance 1 LS 18888A B 188888 Section CONT 1 Item 188888 Section soh SITE OVERHEADS 18 Project Manager 45 Wk 1538 46 69231 28 Project Engineer 82 826 92 67888 38 Project fidministrator 884 62 44231 4B Establish Offices amp Sheds 8588 BB Section soh 4 Items 189769 JOB TOTALS 18 Items 2897875 APPENDIX B Reports Pa
37. ager item Of course in practice overhead coding would be standardised and you would accept the codes without any of this bother But then we would have to find a different excuse to try out some of the Utility menu functions Select Find and replace from the Utility menu A recordtype picklist appears Select Groups We want to blank the group code of all items in the SITE OVERHEADS group Let s also change item descriptions like Site Engineer Site Administrator etc to Project Engineer Project Administrator etc so that the terminology is consistent with Project Manager To make all these changes simultaneously fill in the fields as shown in the following screen CHANGE GROUPS SECTIONS ITEMS BY MASKING System date Fri 28NOV97 Specify masks for Group Section and Item Codes Group Sec Item No Group Sec Item No Destination Mask Enter any CHANGES to be made to ITEM Descriptions FIND this TEXT REPLACE with this TEXT site Jproject Press to make the change Once you confirm that you do wish to proceed all items in group So will have their group code blanked If the word site appears in those item descriptions it will be replaced with project The Utility menu has other options that work in a similar way Find and replace Delete by mask Clone by mask Sort pack files and Pricing changes all use masking to fix their source and if appropriate d
38. aper makes it easier to find that other ubiquitous desktop tool the calculator Discarding it for something more flexible and powerful would be even better PROCALC AKt or PROBID has a built in arithmetic expression evaluator PROCALC with capabilities far surpassing any desktop calculator and more flexibility and convenience than any spreadsheet Alt produces an input field into which arithmetic formulae may be entered Formulae can include parentheses trigonometric logarithmic and other expressions as well as many specific takeoff functions As usual lists all the functions and will transfer your selection into the calculation field As an example let s calculate the tonnage of ballast in a conical stockpile Height is 13 500 m angle of repose 35 degrees and the loose density is 1600 Kgs m3 Type in H 13 5 A 35 D 1600 1000 D x H x ACIRC 2 H TAN RAD A 3 and press to switch to full screen mode and show the result of 8408 07 tonnes Let s quickly look at a few examples of the types of calculations that can be performed and documented in PROCALC Hit AitR estore A picklist of previously saved multi line PROCALC template sheets appears The installation program copied these sample files into the system directory Select EXAMPLE PCL Page through the screens and then key Att P to print the full file If PROCALC is called from a numeric field with Ait C the result can be transfer
39. appeared Replying Y es RECORDs the screen just as does PROBID now shows the Item menu Add mode as the default implying that this might be the next logical step For the purposes of the tutorial we will ignore this suggestion and instead add some resources first Press twice to move to the Resource menu Press to select Add Resources You do not have to follow any particular order in entering items resources suppliers etc Once you are more familiar with PROBID you can automate much of the data entry by creating libraries and special batch files to read the libraries into new estimates However if you already knew all that you would not be doing this tutorial so let s continue Data Entry Add Resources mode The Resource entry screen looks like this Part B Tutorial Page B 12 PROBID User Manual Data Entry Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 1 ADD RESOURCES SCREEN Resource Code L Description Supplier Code Supplier Measure Unit Unit Cost Is Cost Final No Estimator ID JWB Cost Type Labour Record Changed 28NOV97 Enter the code and description for the first resource LH10 LABOUR Unskilled Class II making sure that the code LH10 is entered into the first four positions in the resource code field i e it is left justified See Appendix A page A 3 Resources are of various cost types Labour Materials etc The resource code must be un
40. ating amp Tendering System SET USAGE 2 38pm 28NDU97 PROBID ESTIMATING amp TENDERING SYSTEM xxx SET USACE Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 BLCRW BRICKLAYING CREW 2B L 1LAB 945 78 DY 000709 BULLDOZER CAT 09 Operated 88 69 HR SC631 SCRAPER CAT 631 Operated 94 44 HR SCSPR SCRAPER SPREAD 09 3xCRT631 3 2 81 HR 4 Sets Defined TOTALS APPENDIX B Reports 356 19 DY 448 49 HR 1321 46 HR 448 49 HR Sample Reports Page 1 Sorted 922186 7 PROBID Estimating amp Tendering System Sample Reports TENDER SUBMISSION 2 38 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM TENDER SUBMISSION Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Section 1888 CIVIL ENGINEERING WORK A188 Tree clearing and disposal 45 5 Ha A288 Grubbing to 388mm and disposal 38 7 Ha s 193588 B18Ba Topsoil stripping 168588 m2 25275 B18Bb Earth excavation 245888 m3 730188 CX81 Block X Struct Concrete 38MPa 782 m3 273708 CX82 Block X Reinforcing Steel 47 83 Tn 12BB 88 97396 CV81 Block V Struct Concrete 38MPa 1654 m3 359 98 595275 Block V Reinforcing steel 94 66 Tn 12BB 88 113592 Section 1808 8 Items be Section 2008 BUILDING WORK 1 Brickwork Common 9458 m2 44 BB 415888 A288 Elec power connection 1 LS 7932 BB 7932 A210 Elec ducting 2 x 4 x 1BBmm diam 1
41. bcontractor 97 Willowtree Boulevard GREENHILLS ESTATE SA 5700 Tel 2345 7890 Fax 9870 Mr John Birch Owner Phone Quote SPARKS ELECTRICAL CONTRACTING Subcontractor P O Box 220 800a Main Street NEWCASTLE NSW 2488 049 251 8112 George Brook Supv 478 003 Letter TYITALL BROS STEEL FIXERS Subcontractor P O Box 875 BAULKHAM HILLS NSW 2099 02 9957 0055 Fax 0056 Jack Tyitall Verbal 11 12 97 ACME EQUIPMENT RENTALS PTY LTD Supplier Rented 45 Old Range Road HOPETOWN VIC 3777 03 65 2244X230 Plant Dispatcher List less 10 BORAL REINFORCEMENT PTY LTD Supplier Material 1321 Northbourne Avenue CANBERRA ACT 2601 06 2987 4567 Shipping Department Written Quote GENERAL BRICK amp TILE PTY LTD Supplier Material 975 St Georges Terrace PERTH WA 6000 Fax 07 2236 1837 Telex A84321 Annual Quotation INTPLT COMPANY PLANT DEPARTMENT Supplier Own eqpt APPENDIX A Tutorial Data Page A 2 PROBID User Manual Tutorial Data Resources used in the Estimate Code Resource Description Unit Cost Cost Supplier None Specified LH10 LABOUR Unskilled Class II 17 80 MH Labour LH20 LABOUR Skilled Class IV 20 40 MH Labour LH30 EQUIPMENT OPERATORS 22 80 MH Labour LH40 CARPENTERS Formwork 22 30 MH Labour LH60 BRICKLAYERS 23 20 MH Labour ET10 DUMP TRUCKS 13 m3 boxes 37 00 HR Rented eqpt 20 FORM PLYWOOD Sheet 1200x2400 135 00 Sh Material MTF032 FRAMING TIMBER Oregon 540 00 m3 Materia
42. bile No 0412 458 909 Email Jjohnbegreentree com au Estimator ID JWB Select Codes Cost Type Subcontract Record Changed 28NOV97 ADD Mode Alt Notepad Alt Jotter Alt PROCALC Alt Calendar F2 record F10 cancel FA bring fwd F3 blank fld N PgUp top PgDn bottom Key Alt N to attach a note Most fields are for optional but very useful information about the subcontractor The CostType which initially had Material as the default switched to Subcontract when you entered the subcontractor ID prefix Before saving this subcontract record access the NOTEPAD and add this comment about the subcontractor s quotation Quotation EXCLUDES flagmen but INCLUDES all dump charges Alt N or if you prefer F11 accesses the NOTEPAD saves the notes and exits to the subcontract screen saves or accepts a screen So would here PROBID accepts the same command to access and make a positive 1 e data preserving exit from a function Press to RECORD the subcontractor and Escape to return to the code field in the pricing screen As the subcontractor is now defined his name appears beside the code The subcontractor qualified his quotation by excluding the cost of flagmen About 200 manhours will be required while debris is being removed from site so you must allow for this cost as directly employed labour Entering Resource Usage Use 1 to move the cursor down to a blank code field Not Enter as th
43. can be toggled enabling upper case characters to be typed without using the keys While it is engaged a small CAP is shown in the bottom right corner of the screen and the cursor changes to a half block like this g Experiment with the edit keys If you change a field hit Esc ape to restore its original contents Newly entered or changed text is highlighted bright yellow on a colour monitor to draw your attention to amendments If you change several fields you can use F10 the CANCEL key to restore the complete screen Part B Tutorial Page B 4 PROBID User Manual Customising PROBID Single Character Fields Press to move to the ShadeHeaders field This field setting determines whether the title line on reports is background shaded Shading can improve the appearance of reports but not all printers do it effectively More on this later When a single character field offers several alternatives use the to roll through the choices and hit Enter or just the first letter of your choice Upper or lower case responses are accepted so don t worry about or Caps Lock Your selection expands to or and the cursor moves on to the next field Selection Lists F6 The Device field allows you to change the print destination You could change this setting by typing in the new value However typing is fedious and error prone As there are only a limited number of valid entries it is better
44. ch setting commands are producing approximately the correct pitch the characters in the symbol set match those shown and that the shaded header is legible Confirm the settings are correct by answering Yes to the prompt If the printout shows the codes are not correct select to return to the screen See Printer Setup page D 2 for more information PROBID returns to the Master menu Now select Customisation and then CostTypes from the picklist that appears PROBID returns to the Master menu Select Customisation and then Cost Types Defining Cost Types The Cost Types definition screen appears COST TYPES System date Fri 28NOV97 Enter a description for cost types you wish defined Leave other fields blank The FIRST letter or number of each description must be unique Cost Type 1 Labour Cost 2 Equipment Cost Type 3 Material Cost Type subcontract Cost Type JProvisional Cost Type Cost Type Cost 1 l Cost 7 l F2 record F10 cancel F4 bring fwd F3 blank fld TL PgUp top PgDn bottom Description e g Labour Plant Materials NUM The screen has nine identical fields Each field may contain a cost type description Labour Materials Transport Plant Subcontracts Shop Labour Consumables etc Part B Tutorial Page B 7 PROBID User Manual Customising PROBID The descriptions can reflect industry or job specific cost breakdowns perhaps into separate c
45. changed formula and the operation The estimate is now completely revised Reprint the OPERATION ANALYSIS report and check the changes Then print a new TENDER SUBMISSION You are now ready to submit your tender After the Tender Defining Costcodes If you are not involved in the preparation of cost control budgets skip this section With such a competently prepared tender you deserve to be successful and that is the case The contract is awarded on 19JAN98 You must now prepare for the construction and administration of the project The first task is to set up a budget for costing and preparation of variance reports Part B Tutorial Page B 48 PROBID User Manual After the Tender Costcodes are assigned to operations They can be manually assigned giving complete flexibility or automatically assigned through an option in the Utility menu Examine the choices offered in the Utility menu s Assign Costcodes option If one of the assignment schemes suits your costing system use it to set the costcodes Otherwise you must access each operation and assign codes individually Make the assignments and print a COSTCODE LISTING You could have a User Defined List of costcodes complete with descriptions You could popup picklist to enter the codes for each operation Costcode descriptions would be taken from that list rather than the operation description being used by default Export Costs to PROCOST Select
46. choices The list of Item Types looks like this Part B Tutorial Page B 33 PROBID User Manual Data Entry Items may be defined as any one of these FIVE types Hidden items are used for overheads prelims etc Token items are used for Provisional or arbitrary allowances Fixed items have had their submitted rates fixed Marked items are similar to Fixed items but they have usually been fixed through the Utility menu To date all the items we have worked with have been NORMAL types TOKEN items are treated as if they were not part of the real estimate their cost is not considered when percentage markups are determined They always have submitted rates and amounts exactly equal to their direct costs This is precisely the way you want to treat the Contingency item so set its type to Token This item has no Bill Number in the Contract document but the Client obviously expects it to appear ast If you leave the section code blank it will appear first in sorted reports Overcome this problem by giving it a Section Code of cont This will sort after blank and numeric section codes Common characters sort in the order blank 0 9 A Z and a z Go to the operationsscreen skip the description and enter an arbitrary subcontract code cowTG Hit to drop to the production line Enter 100000 and RECORD the screen This is a Lump Sum item with a quantity of one so it does not matter wheth
47. d in the tutorial that you are unable to check manually even if the arithmetic might be somewhat tedious This is most important Part B Tutorial Page B 49 PROBID User Manual After the Tender PROBID is a very powerful system designed to cope with the complexity of real estimating and tendering but you cannot use it to full effect unless you understand what it is doing The sample estimate files on the supplied distribution disk are extensively annotated The NOTEPAD and comments within various PROCALC screens amplify points covered in the tutorial and provide many other hints Copy these files into the data directory and browse through the records and notes This is most conveniently done if PROBID is set to display 50 lines on a VGA screen from Customisation System Defaults The Reference Section Part C and the Appendices Part D provide more detailed technical information cover more advanced program capabilities and offer practical hints to help you get the most out of PROBID As you use PROBID on your own estimates you will discover many ways to save time and perhaps more importantly improve the quality of the estimates you prepare At this stage you may just wish to skim through the Manual s Reference Section and Appendices After several more weeks or months of using PROBID you will find it well worthwhile to read those parts of the Manual more thoroughly Part B Tutorial Page B 50 PROBID
48. d less competitive than it should be PROBID initially assumes that Actual and Contract Quantities are the same Notice that the Actual Quantity field defaults to the entered Contract Quantity Change the Actual Quantity to 274350 Actual quantities are used in all cost calculations to ensure markup percentages and overhead recovery are correctly calculated This protects you from some of the subtle hazards of wrongly billed quantities in remeasurable contracts All these items are in the same section so you have not had to re enter the section code or description But what if the description were wrong How would we change Part B Tutorial Page B 16 PROBID User Manual Data Entry it Press T until the cursor returns to the Section Description field and to go to the end of CIVIL ENGINEERING Add WORK to the text and press to RECORD the item Changing Group amp Section Descriptions The section description has been changed throughout If you amend a section or group description it is changed wherever it appears Rather than complete the entry of a items we will first look at some alternative ways of examining and amending records Switching Modes F9 Press F9 the mode SWITCH key A one line menu appears at the bottom of the screen It offers choices of Add Change Delete or Browse A choice is made in the same way as with any other menu Press for the default Browse The last
49. d those items have no operations But how do you designate an item without operations as a task You can t you must define an operation at least temporarily Even if the item has already been priced this is easy to do Move to the operations screen and press in the first element code field The operation description field reappears so you can define the operation Pricing detail remains on the screen but it is then associated with the operation rather than the item Hit to copy the Item description into the Operation description field or enter anything else you prefer You would normally want the task to have a different description from the item The operation is now a convenient intermediary Of course if you insist on not having an explicit operation there is a way around everything Having defined the operation and activity you may then blank the operation description and press F2 The operation detail disappears but the activity details remain associated with the item After you enter all five activities select export Tasksto PROPLAN from the Export menu The defined activities and project details are used to set up project files for PROPLAN You can then run PROPLAN define the calendars and immediately print Bar Charts You may add additional activities hammocks logiclinks and constraint dates and create a full PERT CPM network plan Analysis of that plan could highlight inconsistencies in your estimate possibly requiring rea
50. e Part B Tutorial Page B 46 PROBID User Manual Tender Changes unit rate Hit twice to decrement the value to 198 and press to RECORD the change What about the other steel fixing item Surely the rate must be changed everywhere Check item CX02 The rate has already been changed the items are Linked Any change to the operations through one item appears immediately in the others So far all changes have been made using standard editing functions The increase in the labour rates could be made in the same way But there are several hourly rates and there might be dozens in a real estimate The time involved and risk of error is too great There must be a better way Mass Price Changes Select Pricing changes from the Utility menu The following screen appears CHANGE ELEMENT PRICING or COSTS System date Sat 13DEC97 Blank MASK field to select by COST TYPE UANTITY Percent Change Actual RESOURCE SUPPLY COST Percent Change Actual Increase To restrict the action to the hourly paid labour resources enter the mask LH Hit to popup a checklist of matching resources so you can confirm that the mask really does capture just hourly paid labour Hit to remove the list A checklist is just a picklist We could use it to find and enter a particular resource code into the mask field By requesting and then cancelling a picklist we can check that a mask is c
51. e Amount field and enter 400000 fixing the submitted amount Hit to RECORD the change in item type and to jump into the pricing screen Move down to the code fields and enter a subcontract code sacstc Press twice to move to the total cost field This time you must not enter the full amount as a cost as it includes a 5 markup Access PROCALC with and key in 400000 105 this is the unmarked cost Use to save the formula behind the cost field This fixes the cost at 100 105 ofthe submitted amount so allowing for the markup on the item RECORD the change Overhead Items At this stage you have finished pricing the direct cost items However the estimate 15 still missing Site Overheads the supervision site accommodation permits surveys insurance and design costs that must be priced in These costs must be included in the estimate but the items cannot appear in the submitted tender document Terminology varies Site Overheads may be called Preliminaries or Indirects some may be classified as Mobilisation Global Plant may be a separate category Head Office Overheads may cover some site costs and so on Hidden Items Hidden items will not appear in the tender submission Their cost is spread over the Normal items Hidden items are the natural way to handle Site Overhead and similar indirect costs Site overhead items are usually similar for each estimate You should be able
52. e Rate 5 6238 HK A 19N0U97 Estimate Number 817 808839 Approximate Contract Value A 21888888 BB Primary Estimator s Name Ian John Dunross Owner Hong Kong Regional Gas Supply Authority 23 D Devon House Taikoo Place 979 King s Road Quarry Bay HONG KONG Contact Xue Zhi heng Tender Submittal time is 4 38pm on Fri 27 98 Start Date Mon 4MAY98 Duration 328 days Finish Date Fri 19MAR99 14 Items 8 SuppLiers Subcontractors 28 Resources Liquidated damages HK 5BBB per day Retention 18 to maximum of HK 1 BBB BBB Multi Currency CURRENCIES LIST 9 12am 28 0497 PROBID ESTIMATING amp TENDERING SYSTEM CURRENCIES Estimate E9823 Kowloon to Tsunwan Pipeline Japanese Yen 8 8116889 A N 86 2 N A 19 0997 Thai Baht 8 0374392 A Bt 26 71 Bt R 19N0U97 Hong Kong 8 1851852 A HK 5 48 HK R 160 97 Malaysian Rg 9 443 R Rg 2 2573363 Rg R 19NDU97 Indonesian R 8 0884175 A Rp 2395 Rp R 19N0U97 Singapore DL 9 91 AG S 1 8989811 S R 19 0097 APPENDIX B Reports Page B 12 PROBID Estimating amp Tendering System Sample Reports Multi Currency ITEM CURRENCIES Printed 9 12am 28N0U97 Estimate E9823 Kowloon to Tsunwan Pipeline 81 ESTABLISHMENT Description Contractor s Site Facilities Engineer s Site Facilities Provisional Sum uner s Signs Printed 9 12am 28N0U97 Estimate E9823 Kowloon to Tsunwan Pipeline B2 STRUCTURAL WORK Item Description 0 12 Namtsai Viaduct 788 Re
53. e same menu in several different ways e by keying the highlighted letter shown for the desired choice or e by keying the number of the desired choice or e by moving the highlight to the choice and pressing Enter or 1 move the highlight down If the keyboard does not have a separate cursor keypad make sure is off moves the highlight up The highlight rolls around if you go beyond the or bottom selections and move directly to the first or last choice Customising PROBID Hit C for Customisation and this selection list picklist appears Part B Tutorial Page B 2 PROBID User Manual Customising PROBID 8 CUSTOMISE Directories Printer Setup Digitizer Setup Currencies Cost Types Country Setup Screen Colours System Defaults Choice appears only in DIGITIZER version Choice appears only in Multi Currency edition PROBID is essentially ready to run as installed so the Customisation options will not be examined in great depth in the tutorial Appendix 8 in Part D of the manual covers Customisation in detail However you should at least provide PROBID with some printer details and define your own cost types Use the 1 and 1 arrow keys to move the highlight to Printer Setup Press to select it The following screen appears PRINTER SETUP System date Fri 28NOV97 Report Header JPROBID ESTIMATING amp TENDERING SYSTEM Shade Headers Yes Device PRN l
54. e using an HP Laserjet compatible printer select YJes Fields appear for the printer s Paper Size usually the same as the tray size and to indicate whether it supports Scalable Fonts If you have to change the paper tray size hit to list the various paper size options and choose a paper size Leave the Scalable Fonts field set to unless you have an older laser printer Then skip forward to Recording a Screen on page B 6 PROBID directly manages laser printers to relieve you of printer control worries Printer Selection Field If you set the Laser Printer field to the cursor moves on to the Printer field Press F6 the SELECT key to pop up a picklist of pre defined printers You can provide PROBID with all the page size and control code information for your printer by directly entering it in fields in the lower portion of this screen However selecting from a list is much easier If you do wish to provide these details yourself perhaps because you have an unusual printer or wish to add some special enhancements to reports see Printer Setup page D 2 The list is too long to show all printers even in 50 line video mode This is shown by an arrow at the top and bottom of the right side of the Scroll through the list with the cursor keys The rectangular scroll bar shows the relative position of the current choice in the list by its position between the top and bottom of the frame The fi
55. er you enter the contingency allowance of 100 000 asa unit or total cost When you enter an item or operation measure unit of LS or It for Item in upper or lower case PROBID will assist you by entering a default quantity of one Nominated Subcontracts If your contracts do not involve Nominated Subcontracts you can skip this section Switch to Item Change mode and move back to the NOMINATED SUBCONTRACT item Hitting twice is the quickest way to do this Decrementing the code makes no sense in Add mode so PROBID treats the first as a request to switch to Change mode and go back to the last record entered This item is similar to the Contingency Allowance discussed above It has a specified submitted amount of 400 000 Hence you could classify it as a Token item However there is a good case for treating this item differently The 400 000 includes a specified markup of 5 for the Prime Contractor Recovery of this markup is reasonably certain unlike the Contingency item Part B Tutorial Page B 34 PROBID User Manual Data Entry Fixed Items You should allow for this markup in your estimate but you must fix the item s submitted rate Change the ltem Type to Fixed Additional fields now appear on the line below the item type field You can fix in three different ways the way in which the submitted rate and amount is determined depending upon the field you choose Move the cursor to th
56. estination codes Part B Tutorial Page B 38 PROBID User Manual Printing Reports You should now be able to change the overhead section codes soni and soh3 to a single section code soh without detailed instructions Only one masking operation is required think about it first Do this and then go to the Item menu Change Items to amend the section description of son to read SITE OVERHEADS Go to Resource Browse mode to view the imported overhead resources There is no need to delete unused resources no costs are carried for them as the items using them have been removed Estimate pricing is complete so it is time to print some reports Printing Reports Switch on the printer Select Print Reports from the Master menu A report request screen appears The cursor drops to the Report Name field Ignore the fields on the line above this for the moment Hit to list the PROBID standard reports Requesting Reports Picklists like this involving just a few predefined choices cannot have their content restricted by masking It would be unnecessarily confusing Select ITEM LISTING and press to move to the More Reports field Hit to toggle it to Y Jes Press Enter The screen looks like this Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 Printer Okidata Microline 393 Batchfile Name Report No 1 Report Name ITEM LISTING More Reports Yes Selection Mask
57. et size 4 reuses e 120 wastage Make sure you understand this formula or derive your own if you prefer Include some comments to clarify and document the figures you use Remember to call PROCALC from the usage field with and to save the formula with 2 Also save the operation with F2 Derive your own formula for the usage of framing timber Including Arbitrary Allowances The Concrete placing operation contains an allowance of 2 00 m3 for miscellaneous small equipment In the operations screen enter a subcontract code of SALLOW It is just an allowance there is no such subcontractor Hit to go to the production line you are confined to the two cost fields Key 2 00 and RECORD the screen This is the easiest way to enter arbitrary cost allowances If at a later stage you wish to extract a list of all operations and items containing these allowances you can define the subcontractor ALLOW and print out a subcontract order Finish pricing the two items in BlockX The Structural Concrete and Reinforcing Steel items in BlockY are essentially the same as those in Block X The Client split the items by block for his own purposes You must submit separate prices for each item but it would be tedious to have to individually price them Linking Enter the code Structural Concrete in Block Y Key and fields will appear so you can specify a target item to which you wish to link the c
58. f the available notepad Esc ape from HELP and enter the following notes Part B Tutorial Page B 11 PROBID User Manual Data Entry Bid deposit 25 000 bank draft Liquidated damages 350 per day Retention 10 to maximum of 100 000 5 year guarantee and performance bond required on sealants Dame Kiri to be co opted for the official opening Press to save the NOTEPAD and close the window Tender Submittal Time amp Date Enter a tender closing time of 3 00pm 15DEC97 Time may be in any format but dates must be in the international ddMMMyy style or one of the numeric formats set through Customisation Country Setup Project Start Duration amp Finish The project is due to start on 3FEB98 and must be complete by 24Nov98 Enter the Start date bypass the Duration and enter the Finish date An implied duration of 295 days is shown When two of the fields are completed the third is calculated and shown You can provide Start date and Duration and leave the Finish date to be calculated But why bother providing timing information in an estimate There are several reasons It may be convenient to have this information at hand during estimating Also you will be able to use it with another PROCON program to produce Bar Charts for the project But more on that later Press to RECORD the Estimate Details screen If you pressed in the ast field the prompt Proceed Y N will have
59. fixed rates e a user specified spread on some cost types e smart unit rate rounding and e heavy tender total rounding Part B Tutorial Page B 44 PROBID User Manual Preparing the Tender the setting of item unit rates and maintenance of the tender balance can be very complex Fortunately PROBID does all this for you Nevertheless this is a tutorial so you must ensure that you understand why particular unit rates have been used and the meaning of the information presented For instance e Why does item 2000 a900 have a submitted amount of 400 000 00 e Why has item coNT 100 submitted rate of 100 000 00 e Why is the rate on the brickwork about 21 above cost when the rate on the electrical ducting is only about 5 6 more than direct cost e Why is the percentage markup on a Contract quantity basis ess than on an Actual quantity basis How does this benefit or penalise the tenderer e Why are the TOKEN item costs not included in the base costs for markup calculation e Whatisa rounding loss Why does it appear in this tender e What is the significance of the various Warnings TENDER ANALYSIS Warnings Whenever you print a TENDER SUBMISSION report PROBID checks the estimate for possible inconsistencies or evidence of oversights and omissions If problems found warning messages will appear on the Tender Analysis sheet Examine these messages and either correct the problem or sati
60. ge B 1 PROBID Estimating amp Tendering System Sample Reports ITEM UNITCOSTS Civil Work Printed 2 37pm 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 xxx ITEM UNITCOSTS xx Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Selected on 1888 22222 Item Description Actual Qty Total Unassigned Labour Own eqpt Rented eqpt Material Subcontract Est Comp Item Type Changed Contract Qty Rate Amt Rate fimt Rate Amt Rate Amt Rate fimt Rate Amt Rate Amt Section 1888 CIVIL ENGINEERING WORK 108 Tree clearing and disposal 45 5 Ha Yes Normal 28N0U97 ReBB Grubbing to 388mm and disposal 38 7 Ha Yes Normal 28N0U97 3568 B18Ba Topsoil stripping 168588 m2 8 13 Yes Normal 28N0U97 21231 Bi b Earth excavation 274358 m3 8 15 B 38 1 93 Yes Normal 28N0U97 245888 m3 42181 81858 538886 CX81 Block X Struct Concrete 38MPa 782 m3 128 71 JWB No Normal 28N0U97 188653 EXB2 Block X Reinforcing Steel 47 83 Tn No Normal 28N0U97 EV81 Block V Struct Concrete 38MPa 1654 m3 128 71 JWB No Normal 28N0U97 212889 0902 Block V Reinforcing steel No Normal 28N0U97 Section 1888 OPERATION UNITCOSTS Civil Work Printed 2 37pm 28 0497 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 xxx OPERATION UNITCOSTS Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Selected on 1888 Item Description Item Actual Qty Total Unassigned Labour Own eqpt Rented eqpt Material Subcontract Operation Description Operat
61. gure at the top left of the window is the total number of choices in the selection list If you type the first few characters of a printer s name the list sorts alphabetically and the highlight advances to the first choice matching the characters entered This list is actually user definable You could change it or even delete it and create your own list covering just the printers your organisation uses The list of devices mentioned earlier is another example User Defined lists are discussed in more detail later Select a printer If your printer is not included in the list choose one of the EPSON printers Most dot matrix printers can emulate the EPSON FX or LQ printer Lower fields are filled with the correct information for the printer you have chosen Recording a Screen rF2 Press F2 the RECORD key to save the changes made to this screen IMPORTANT Screen changes are not saved until you hit F2 to RECORD them Part B Tutorial Page B 6 PROBID User Manual Customising PROBID A prompt appears Print a Test Sheet Y N Switch your printer on and respond v Jes The printer will print a test page that should look like this Report Header Shaded Title Device PRN out to Star Micronics XR 1520 Lines Page 66 for a Page Length of 11 00 PICA Symset _ ELITE Symset Ben BOLD CONDENSED Symset BOLD Laser printer output is slightly different Check that the pit
62. hanged screen The Master menu returns Creating an Estimate Hit to select Estimate prompt will appear the New Estimate Page of Appendix A in Part D of the Manual contains a tender item list for a Schedule of Rates contract An artificial example but it does illustrate some of the various item numbering schemes found in practice Please refer to that now Part B Tutorial Page B 9 PROBID User Manual Creating an Estimate Estimate Name amp Password Type in the estimate name ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 and press Enter As it heads the Tender Submission the full name should be given The Password option in System defaults was left on so you will be prompted to enter a password Leave the field blank and press Enter A password restricts access to the estimate Any word or phrase could be used You would then be required to provide the password each time you accessed the job Passwords should only be used if they are properly secured and there is no danger of forgetting them Estimate Details Screen A screen then appears for entry of some general estimate and tender details Some fields already have defaults entries are optional the fields may be left blank ESTIMATE DETAILS System date Fri 28NOV97 Department or Project Code sul Department Building amp Civil Estimate Number Approximate Contract Value Primary Estimat
63. he screen looks like this Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 Item 1000 B100b Earth excavation 274350 m3 Operation 1 1 N amp Haul scraper work Measure Unit m3 28NOV97 Op units Item unit Item units Op unit Quantity Costcode Act No 0 692546 m3 m3 1 4439474 m3 m3 190000 m3 f Ixxio f Calendar S Early Start 3FEB98 Duration 295 days Late Finish 24NOV98 Code Resource Set Subcontractor Type Quantity Unit Cost Cost SCSPR SCRAPER SPREAD D9 3xCAT631 440 49 HR 372 01 163866 Hit to roll the Calendar Number forward to 1 and then move to the Early Start field Hold down to increment the date to 15FEB98 Then enter a Duration of 48 days and a Late Finish of 27APR98 Calendars are defined in PROPLAN The Earliest Start Date is a Push date and the Latest Finish Date is a Plug date The Duration is in working days See your PROPLAN manual for an explanation of these terms The defaults are the corresponding figures from the Estimate Details screen for the Project activity dates must be within the time span of the Project Part B Tutorial Page B 41 PROBID User Manual Preparing the Tender Export Tasks to PROPLAN RECORD the changes Then enter the timing information for the other activities shown on page A 7 of Appendix A Note that the ast two activities are associated with items rather than operations an
64. hen you know where you are going Alt I moves directly to the Item menu and C selects Change The Itemscreen shows the last item you were working on the Topsoil Stripping Press to move forward to the next item the Earth Excavation PROBID remembers the records you were working on when you exited from the estimate By using these as defaults it can save you time in resuming interrupted work Forgotten which items have been entered Press for a picklist of all items then and to select the last one Items with Multiple Operations This Earth Excavation item is much more complex than the Topsoil stripping item It involves two different load and haul operations as well as the spreading and compacting of all fill material To price this work intelligently it must be broken down into 1 Load amp Haul scraper work 190 000 m3 2 Load amp Haul truck amp loader 84 350 m3 TOTAL LOAD amp HAUL 274 350 m3 Spread amp Compact fill 274 350 m3 Go to the operations screen and enter the first operation Load amp Haul scraper work See Appendix A page 5 Enter 190000 directly in the quantity field this quantity was determined by calculation and is not dependent upon the item quantity Move down to the first element code field This is work for a scraper spread i e a bulldozer push loading three motorised scrapers The four pieces of equipment will be working together as a team or
65. ign unique codes would be cumbersome An item usually has only a handful of operations so selecting or paging is much more efficient can also be used to force a Gestalt match for a partial description The balance of the tutorial data entry is reasonably straightforward You can enter the information in any order However one logical sequence is e Subcontractors Suppliers Page A 2 of Appendix A e Resources Page A 3 e Sets Page A 4 e Items Operations and pricing detail Page 5 6 Enter the Supplier Resource and Set data but stop before entering the rest of the items as there are a few points still to be covered If all this typing doesn t appeal to you and you are confident you fully understand the principles involved you can take a shortcut by copying the tutorial files over from the PROBID distribution disk Exit to Dos place the disk in drive A and type COPY A DATA PROBID DATA Be sure to read the sections on inking items and auto incrementing item codes Then skim through the other material before resuming the tutorial at the sub heading OVERHEAD Items Part B Tutorial Page 31 PROBID User Manual Data Entry When pricing item CXO01 the Structural Concrete work you can use PROCALC to calculate and explain the usage rate for both the plywood and framing timbers used in the Formwork operation Calculate the usagerate for the plywood sheeting as 1 1 2 x 2 4 She
66. in the centre of the screen The help system explains that the Report Header appears on all printed reports and suggests that in all commercial versions of the program you might use your organisation or department name here The help system allows you to list key assignments and help topics find help topics or follow a hypertext chain through the screens etc For more details hit while still within help and enter the keyword HELP or see Getting Help on page 2 The Esc ape key CANCELS a function so press it to remove the help window and return to the Report Header field Field Editing Spend a minute to familiarise yourself with text entry To make editing as easy as possible input is in a special word processor mode and gt move the cursor one character left or right moves to the end of any text in the field If the cursor is already at the end of the text or the field is blank it moves to the right edge of the field If pressed again it moves to the ast field returns the cursor to the eft margin If pressed a second time it moves to the first field on the screen completely blanks a field Delete removes the character under the cursor and moves text back to close the gap Bksp usually marked with a large left arrow moves the cursor and text to the left overwriting any character there Ins ert toggles between overstrike and insert mode The cursor is a full block like this in insert mode
67. inforcing Bar Grade 418V 718 Structural Concrete 888 Steel Deck Beams R19 Section V 12 3 Items 92 Printed 9 12am 28N0U97 Estimate E9823 Kowloon to Tsunwan Pipeline B4 Item Description CAST IRON MJ PRESSURE PIPE Actual Qty Section R18 Supply amp Install 158mm Pipe Supply amp Install 288mm Pipe Supply amp Install 388mm Pipe Supply amp Install 388mm PR Valves Area A18 Chuen Cheng Street 4 748 LM 2 978 LM 2 265 LM so SITE OVERHEADS Item Description Actual Qty JOB TOTALS 14 Items Exchange Rate Local Currency PROBID ESTIMATING amp TENDERING SYSTEM xxx ITEM CURRENCIES TOTAL COST EST CURRENCY Japanese Yen Thai Baht 38 328 38 BBB PROBID ESTIMATING amp TENDERING SYSTEM xxx ITEM CURRENCIES TOTAL COST EST CURRENCY Japanese Yen Thai Baht 58 489 182 578 615 425 768 491 68 414 R 768 491 68 414 R PROBID ESTIMATING amp TENDERING SYSTEM xxx ITEM CURRENCIES TOTAL COST EST CURRENCY Japanese Yen Thai Baht 193 713 185 926 244 559 268 126 233 943 297 683 832 227 832 227 PROBID ESTIMATING amp TENDERING SYSTEM xxx ITEM CURRENCIES Thai Baht TOTAL COST EST CURRENCY Japanese Yen 1 868 679 A B B116889 N N 3 811 958 Bt 34 942 A 68 414 A 8 8374392 Bt B 1 827 344 2 812 373 Hong Kong Hong Kong 46 711 R 46 711 R Hong Kong Indonesian R Hong Kong Indonesian R 2
68. ing a Production Rate Hit to move to the production line Enter a Production Rate of 125 m3 HR RECORD the operation with F2 and hit to return to the item entry screen If you have come this far without at least one interruption you must work in a very quiet office Usually telephone calls visits and other distractions will disturb your concentration If these relate to the current record the NOTEPAD provides a logical and convenient way to save them However 7 or PROBID also has a similar facility non record specific notes will popup a JOTTER which is specific to the current estimate or just the PROBID installation if no estimate is being worked on Save paper and time by using the JOTTER during the tutorial Record your telephone messages use it as an aide memoire etc Timestamping Notes Att T inserts the time and date in the JOTTER or NOTEPAD text so you may timestamp quotations and telephone messages CALENDAR AIt or While exploring these system wide facilities also take a look at the built in CALENDAR Ait will popup a calendar for the current month This is accessible even from inside the JOTTER all PROCON tools can be overlaid one on another The arrow keys allow you to move through the months and years Part B Tutorial Page B 26 PROBID User Manual Data Entry Clearing your desk of calendars and other myriad scraps of p
69. ion Usage Rate Operns Qty Unit Rate Unit Rate Unit Rate Unit Rate Unit Rate Unit Rate Unit Rate Section 1888 CIVIL ENGINEERING WORK A188 Tree clearing and disposal 45 5 Ha ITEM AMOUNTS A288 Grubbing to 388mm and disposal 38 7 Ha ITEM AMOUNTS B188a Topsoil stripping 168588 m2 Strip to Stockpile 158mm deep B 15 m3 m2 25275 m3 ITEM AMOUNTS Earth excavation 274358 m3 Load amp Haul scraper work 198888 m3 Load amp Haul truck amp Loader 84358 m3 Spread amp compact fill 1 m3 m3 274358 m3 ITEM AMOUNTS 693872 42181 Block X Struct Concrete 38MPa 782 m3 Formwork to Structural Concrete 2 4 m2 m3 1876 8 m2 67 64 46 83 Supply amp Place Concrete 1 m3 m3 782 m3 ITEM AMOUNTS 229112 Block X Reinforcing Steel 47 83 Tn 1826 28 ITEM AMOUNTS Block V Struct Concrete 38MPa 1654 m3 Formwork to Structural Concrete 2 4 m2 m3 3969 6 m2 Supplu amp Place Concrete 1 m3 m3 1654 m3 Section 1888 8 Itens APPENDIX B Reports Page B 2 PROBID Estimating amp Tendering System Sample Reports OPERATION LISTING Printed 2 37pm 28N0U97 PROBID ESTIMATING amp TENDERING SYSTEM Page 1 OPERATION LISTING Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Sorted Item Description Item Actual Qty Operation Description Operation Usage Rate Operns Qty Costcode Act No Changed Op Unit Cost Total Cost Section 1888 CIVIL ENGINEERING WORK 198 Tree clearing and disposal 45 5 Ha 958 88 Ha 43225 A288 G
70. ique but can contain any alphanumeric characters Codes should be assigned in a systematic and standard way The tutorial illustrates one coding scheme The first letter indicates the cost type L for Labour for Materials etc with subsequent characters defining the class or size of the resource is used in the tutorial for both company and rented equipment We will see later why this 1s probably not the best choice Mandatory fields Bypass the Supplier Code and go to the Measure Unit field Leave it blank and press Enter Flashes and beeps warn you that this is a must enter field it cannot remain blank Enter a measure unit of Manhours and a Unit Cost of 17 80 When a record lacks some essential information PROBID will insist that you provide it Some mandatory fields such as the Unit Cost will still accept ZERO as a valid entry Flagging Plug Costs The Is Cost Final field asks if you consider this unit cost to be acceptable or whether it should be reviewed before the tender submittal Hit to toggle it to Yes Otherwise PROBID will remind you it is incomplete when you print the Tender Submission report Estimator ID The Estimator ID field is used to tag a record with the initials or perhaps some other identification of the person who last modified it This field is particularly Part B Tutorial Page B 13 PROBID User Manual Data Entry useful on mu
71. is a powerful way to choose or filter just those records required The mask is a field or set of fields usually containing some wild characters PROBID uses wild characters in a similar way to MS Dos The question mark matches any character in that position and the asterisk matches all characters from that position on E An item mask of M200 5 selects all items in M200 sections with item codes starting with A and ending in 5 Masking is used in many situations controlling report content cloning changing or exporting records and filtering picklists If you are pricing an operation and wish to assign a particular set to it entering PL and will popup a list of all sets starting with ePr To list all sections in group EX enter the group code Ex in the item entry screen move to the section code field key and hit or the eft mouse button Part B Tutorial Page B 36 PROBID User Manual Data Entry When selecting records to be copied to and from libraries you can combine masking with a special type of selection facility called a Tag List This provides maximum flexibility in selecting records and allows you to see the records that will be transferred before committing yourself to the transfer But that would take us beyond the scope of this introductory tutorial Here it is preferable to bring in a overhead items and then if you wish delete those not needed for this estima
72. is returns to the lower production line Having an excellent memory you no doubt recall which Part B Tutorial Page B 22 PROBID User Manual Data Entry resources were defined One of those might cover the flagmen You could type in the resource code but even your memory would be taxed if there were many resources Gestalt Matching Fs5 Gestalt matching can help us here If we key in part of the code even if it is only a fragment like 1h we can then hit to force PROBID to find the record best matching that code fragment Of course this only works if we remember at least something about the resource codes Gestalt matching is case insensitive and can even recognise transposed characters Of course just pressing here does not activate Gestalt matching PROBID doesn t know if you are looking for an existing resource or if you are entering a new resource code which you intend to define later forces a search for an existing match Paging thru Resources F7 F8 The paging keys F7 and F8 may be more convenient They move backwards and forwards through the resource list in the normal way This is an improvement on having to remember the code but it still has some limitations It does not allow you to see a list of resources and would be tedious if there were hundreds of them Selecting Elements Fe The SELECT function is a better answer Fe A resource picklist appears Choose
73. l MCS030 CONCRETE Class D Cement 30MPa 108 00 m3 Material Supplier ACME ACME EQUIPMENT RENTALS PTY LTD ES10 ELEVATING SCRAPER CAT 623 105 00 HR Rented eqpt EC60 ROLLER Towed Sheepsfoot 250 00 WK Rented eqpt ED06 DOZER CAT D6 Operated 97 00 HR Rented eqpt EL10 WHEELED LOADER CAT 966 95 00 HR Rented eqpt Supplier INTPLT INTERNAL PLANT DEPARTMENT EDO9 BULLDOZER CAT D9 Weekly Rate 2000 00 WK Own eqpt ES30 SCRAPER CAT 631 Weekly Rate 2400 00 WK Own eqpt MFD000 DIESEL FUEL Supplied to Job 0 45 Li Material Supplier BORAL BORAL REINFORCEMENT PTY LTD MRB070 REINFORCING BAR cut amp bent 810 00 Tn Material Supplier GENB amp T GENERAL BRICK amp TILE PTY LTD MMBCOO BRICKS Common 230 x 100 x 76 325 00 MB Material RESOURCES IMPORTED FROM OVERHEAD LIBRARY Supplier None Specified LS10 PROJECT MANAGER Annual Cost 80000 00 Yr Labour LS20 PROJECT ENGINEER Annual Cost 43000 00 Yr Labour LS30 SITE ADMINISTRATOR Annual Cost 46000 00 Yr Labour APPENDIX A Tutorial Data Page A 3 PROBID User Manual Tutorial Data Sets used in the Estimate Code Set Description Set Meas Unit Element Code amp Description Element Usage GBLCRW BRICKLAYING CREW 2B L 1LAB DY LH60 BRICKLAYERS 17 MH LH10 LABOUR Unskilled Class II 8 5 MH DOZD9 BULLDOZER CAT D9 Operated HR EDO 9 BULLDOZER CAT D9 Weekly Rate 0 02 WK LH30 EQUIPMENT OPERATORS 1 05 MH MFDOO0 DIESEL FUEL 55 Li SC631 SCRAPER CAT 631 Operated HR ES30 SCR
74. l popup a picklist This is quicker than paging when you have to jump around in the item list Delete mode Delete mode is like Change mode but before deleting a record you must confirm Part B Tutorial Page B 18 PROBID User Manual Data Entry Operation Entry Screen Before entering any more items let s price those already entered Move to item A100 and key to access the Operations screen Change Items mode would normally go to Change Operations mode However this item has no defined operations so PROBID warns you of this and automatically switches to Add mode The top half of the Operation entry screen is like this Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 Item 1000 A100 Tree clearing and disposal 45 5 Ha Operation 1 1 L Measure Unit Ha 28NOV97 Op units Item unit Item units Op unit Quantity C 1 Ha Ha Ha Ha 45 5 Ha T Skipping the Operations Breakdown This item is very straightforward you will be subcontracting this work so there is no need to break it down any further Leave the description blank and press Enter The top portion of the screen clears indicating you are pricing directly to the item The cursor jumps to the first code field in the centre portion of the screen Pricing an Item or Operation You may enter the code for any cost element Resource Set or Subcontractor in any of the ten code fields What i
75. lasses of labour or foreign currency components Each description must start with a different character or digit which becomes a shorthand way of referring to that cost type Default descriptions are provided for five cost types but you can define your own Let s do so now Cut amp Paste AK D AK T In the tutorial we will be using different cost types for internal company owned and external rented plant and we will not be using the Provisional cost type The required changes are Existing Required Labour Labour Equipment Own eqpt Material Rented eqpt Subcontract Material Provisional Subcontract Amend the second field to read Own eqpt You could retype all changed fields However this is a good time to introduce some additional edit functions Sets of identical fields such as these cost types can be inserted and deleted and paste techniques can be used to move and rearrange the fields The third field will be similar to the second so key Alt D to delete the field you have just typed Alt D means hold down the key and then press DJ The and keys are used like the key to change the meaning of standard keys Lower fields move up to close the gap The deleted field is saved in a hidden cut buffer and can be recalled Key twice to insert the cut buffer into two fields Move to the third field and change it to Rented eqpt Then delete the last field Provisional and press to
76. lti estimator jobs where parts of a tender are prepared by different estimators The default initials are taken from the estimator s name entered in the master screen Assigning Cost Types A resource must be classified as one of the CostTypes you defined earlier Here the default of Labour is correct Record Date Stamping The Record Changed field is maintained by PROBID It date stamps all records as they are created or modified An incorrect system date would show as Invalid Date stamping helps you keep track of changes a good reason to be sure your machine always has the correct date set Press to RECORD the screen The record is saved with a distinctive sound and most fields blanked for entry of the next resource Many fields for the second resource are similar to the first so you should be able to short cut the typing The Bringforward 4 Press F4 In Add mode this copies data entered in the previous record to the current record If pressed in the first field all fields are brought forward In subsequent fields only the current field is copied BRINGFORWARD is particularly handy when entering repetitive resources or items Editing a template 15 both quicker and less error prone than re keying data If you are interrupted it also serves as a bookmark of your position in a list of records Amend the brought forward details to LH20 LABOUR Skilled Class
77. m quantity changes and a production rate had been used PROBID would have recalculated the resource quantity Here you want the resource quantity to be independent of the item quantity Setting the manhours directly achieves this result The controlling field in this case the quantity field blinks and remains left justified to indicate its primary status RECORD the pricing screen to return to the item screen Move to the next item and jump into the operation screen At this stage you should be able to remember the keys for these commands F2 F8 AitO The Topsoil Stripping item is measured and paid in m2 square metres but this type of earthmoving operation is usually priced in m3 cubic metres Changing the Measure Unit You must not modify the item measure unit it is part of the formal tender submission But you can very easily change the unit in which it is priced by defining an operation measured in m3 The more common reason for defining operations or sub items is to break an item down into more easily priced tasks Each operation might then have a different measure unit Type in the operation description shown below and change the measure unit to m3 Note that the Measure unit and quantity fields initially defaulted to the item values The top portion of the screen will look like this Part B Tutorial Page B 24 PROBID User Manual Data Entry Estimate ETTAMOGAH OPERA HOUS
78. mple examples from general construction and building This ensures the material is easily understood by a wide variety of users regardless of whether they are pricing civil mechanical electrical electronic fabrication building or manufacturing work In fact PROBID has unique capabilities and data capacities that make it particularly valuable on some of this more complex and specialised work Part B Tutorial Page B 1 PROBID User Manual Customising PROBID Starting PROBID CD PROBID SYS and press to change to the System directory Type PROBID and press Enter logo appears with some system information and then Menu System The PROBID header line and menu system appear The Master menu is currently active It looks like this PROBID ESTIMATING amp TENDERING SYSTEM System date Fri 28NOV97 MASTER UTILITY EXPORT ITEM SUPPLIER RESOURCE SET HELP New Estimate Bid Preparation Print Reports List Estimates Edit Estimate Remove Estimate Data Directory Customisation PROBID is menu driven The menus are intelligent and try to suggest the most appropriate continuation to you at all times Currently this is the Customisation option which allows you to choose a printer define cost types set currency and date formats and change other program parameters to suit your preferences Selecting from Menus You do not have to accept a suggested menu option An alternative choice may be made from th
79. n do so If you are more comfortable starting with some defined resources and building them up into sets you can work that way RECORD the screen and define the constituent sets DOZD9 and esce31 Next define the resources that these sets in turn use LH30 MFDOOO etc Page A 4 of Appendix A shows the Set details and page A 3 the Resources You should be able to complete this exercise without further detailed guidance Resources and Subcontractors can be defined by jumping thru the element code fields using and 5 in the operations screen Part B Tutorial Page B 29 PROBID User Manual Data Entry Two equipment resources ES30 and ED09 have as a supplier the company s own internal plant department Why bother You are unlikely to issue a formal purchase order to your own plant department The advantage will appear later Why define one set in terms of other sets Why not define a push loaded scraper directly as a resource as we did with the self loading scraper It 15 because these scrapers are company owned whereas the self loader was an all in rental operated fuelled and maintained You will want to know and may need to change the fuel consumption rates operator s servicing times internal equipment charges etc Breaking the equipment spread down into its components makes this information available Disguising the makeup by pre calculating all in rates for c
80. o the resource entry screen and to bringforward the code so the resource can be defined Page A 3 of Appendix A shows the detail for this ELEVATING SCRAPER Defining Suppliers on the fly Att S While entering this Resource also specify its Supplier Acme Hit to jump through to the Supplier entry screen Enter the details from page A 2 of Appendix A for ACME EQUIPMENT RENTALS The Cost Type default is Material Use in the Cost Type field to popup a list and change this to Rented eqpt RECORD the supplier You are now two levels deep into element definition Resources Sets or Suppliers from fields in other screens Press to back out one level to the Supplier Code field in the Resource entry screen The supplier name is now shown and the Part B Tutorial Page B 25 PROBID User Manual Data Entry resource costtype has changed to Rented eqpt matching the supplier costtype Complete the resource details and RECORD the resource Hit Esc ape to return to the first level the code field in the operations screen You may define any element Resource Set Supplier or Subcontractor you go and the process may nest many layers deep This natural way of estimating can be paired with a pre planned approach Most elements can be defined first or more commonly brought in from standard libraries while others are defined as you need them Speed and Flexibility Sett
81. ompany plant would be doing manually what PROBID does better and reduce flexibility In practice the list of company owned plant would probably be copied in from a previously saved resource library Resources are just copied either selectively or in toto for each new estimate But we haven t yet covered libraries and doing things the hard way is often the best way to learn After recording the sets and resources press until you return to the code field in the operations screen The set and its constituents are now defined so the unit cost is shown to the right Hit to drop down to the production line At the haul distance of 600m assume each of the three scrapers can move 18 2m3 Load and 7 9 Loads Hour You could key Ait and use the general PROCALC facility to get the total production However in this situation there is a better way to access it PROCALC field version AttC or When the cursor is in a numeric field production rate usage rate quantity unit cost total cost markup rate spread rate or whatever you can call a field specific version of PROCALC with or F12 Key and type in 3 Scrapers 18 2 m3 Load 7 9 Loads Hour haul 600m Comments within PROCALC or Text within square brackets or braces is treated as a comment and 1 ignored in calculations However it is invaluable in documenting the rationale and assumptions behind a formula Part B
82. or s Name Owner Tender Submittal time is 00 00pm on Start date Duration days Finish date Estimate Name ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 Password 88 ADD Mode Alt Notepad Alt Jotter Alt PROCALC Alt Calendar F2 record F10 cancel F4 bring fwd F3 blank fld TE PgUp top PgDn bottom Identify overall department OR project responsible NUM Change the Department code to Bc for Building amp Civil and move down to the Estimate Number field and enter T97 12345 Then enter a figure of 3 000 000 00 in the Approximate Contract Value field Numeric Fields The Approximate Contract Value field only accepts numeric input Other characters just produce beeps Entry is form and whole dollars may be entered without cents Values may be left or right justified with spaces used to set off the thousands Part B Tutorial Page B 10 PROBID User Manual Creating an Estimate Owner s Name amp Address Move down to the Owner s name and address fields The name and address is given on page of Appendix A so you could just type it However let s assume you have priced jobs for this Client before Surely we can avoid having to retype this detail on Q gt 5 z 2m User Defined Lists Fe and Hit in the Owner s name field A picklist appears containing several names Use the mouse or and Enter to select the ETTAMOGAH CULTURAL TRUST amp BREWING
83. orrectly formed and avoid making mass changes to the wrong records to the last field and enter the increase in the labour rate of 0 70 Switch on the printer and press F2 Confirm that you do wish to proceed and elect to print the list of changed resources This Utility menu choice allows you to select Resources Sets or Subcontractors by masking or by Cost Type for Resources or Subs and change their consumption parameters or the supply unit costs of Resources Resource unit costs may be changed a percentage or amount or o an actual amount Consumption parameters Production Usage Quantity or contributory Costs may be changed by a percentage to an actual amount You could have used this option to change the Subcontract cost of reinforcement fixing without having to find the particular items affected This is a powerful facility Before making any change make sure you understand what you are doing Most changes are reversible but remember that decreasing a value by 20 and Part B Tutorial Page B 47 PROBID User Manual After the Tender then increasing it by 20 does not restore the value If you are in doubt about which elements will be captured by the mask try it with a 0 change first and print out the result Use this option to reduce the internal plant rental rates You can t specify a mask that selects only company owned plant as all equipment resource codes in the tutorial start with E Howe
84. out PROBID unless turned off in the Customisation System Defaults screen and makes finding codes keywords etc easier For example key for HELP and to find a keyword Enter asTTT PROBID guesses you meant GESTALT MATCHING and provides help on that topic Suppose you want to amend an item Perhaps change the contract quantity or the item description Esc ape from HELP and hit F9 the mode SWITCH key Then hit for Change items mode Change Mode The displayed item is the one last viewed in Browse mode Move the cursor to the item description edit it in some way and press to RECORD the change Amendments are as simple as that Changing Codes To change the Item code itself or its Group or Section code just amend the code and press to RECORD the item If the code change would cause duplication PROBID vetoes it Every record s code must be unique although the same item code may be used in different sections just as the same section code may be used in more than one group It requires a full Group Section Item code to uniquely identify each item Paging through records F7 F8 Reverse any experimental changes you have made In Change mode you can still move through the records Move the cursor to the group section or item code field PgUp returns the cursor to the first field and then page through the items Selecting Records Fe Pressing or the LEFT mouse button in the item code field wil
85. particular job In the tutorial we will ignore this good advice so we have an excuse to delete some items and later on will even change the coding structure of the remaining overhead items Deleting Records Hit and then D to switch to Delete mode Use and to find the item not required see page A 6 Appendix A Press in the item code field and Y es to confirm that you do wish to delete the item The record disappears and the focus moves on to the next item Repeat the procedure to remove the other unused item Switch to Change mode and revise the Contract Quantity of the remaining overhead items Note that the Actual Quantity is adjusted automatically you do not have to change both Change the Establish Offices amp Sheds item cost allowance to 8500 Part B Tutorial Page B 37 PROBID User Manual Data Entry We decided earlier that this estimate would not be divided into Groups However the imported overhead items introduced a group structure As an exercise we will now remove the group codes from the overhead items and place them in an overhead section instead You could simply change the group and section code of each overhead item removing the group code and amending the section code to soh but the Utility functions are there to handle this pedestrian work Mass Code Changes by Mask First change the item code of the Establish Offices amp Sheds item to 40 so it will not conflict with the Project Man
86. posal 45 5 Ha CL amp GB GREENTREE LANDSCAPING PTY LTD Subcontract ITEM COST 958 88 Ha 288 Grubbing to 388mm and disposal CL amp GB GREENTREE LANDSCAPING PTY LTD Subcontract 4788 LH18 LABOUR Unskilled Class II Labour 200 MH 17 88 MH ITEM COST 4791 99 Ha B18Ba Topsoil stripping 168588 m2 Strip to tockpi te 158mm deep B 15 m3 m2 25275 m3 LXB84B Assume uniform strip of over complete ROW 158 1888 8 15 ES1B8 ELEVATING SCRAPER CAT 623 Rented eqpt 125 m3 HR 282 2 HR 185 BB HR ITEM COST 13 m2 B18Bb Earth excavation 274358 m3 Load amp Haul scraper work 198888 m3 LXBB58 XX18 15FEB98 48 27RPRS8 SCSPR SCRAPER SPREAD 09 3xCAT631 431 34 m3 HR 448 49 HR 372 81 HR 163866 3 Scrapers 18 2 m3 Load 7 9 Loads Hour haul 688m 431 OPERATION COST B 86 m3 163866 Load amp Haul truck amp Loader 84358 m3 LX8852 XX38 19MRR98 92 27JUL98 274358 198888 ALL non scraper dirt handled by trucks 84358 EL1 WHEELED LOADER CAT 966 Rented eqpt 98 m3 HR 937 22 HR 95 BB HR 89036 ET1 DUMP TRUCKS 13 m3 boxes Rented eqpt 24 m3 HR 3514 58 HR 37 BB HR OPERATION COST 2 68 m3 219876 Spread amp compact fill 1 m3 m3 274358 m3 LXBB58 ED86 DOZER CAT D6 Operated Rented eqpt 98 m3 HR 3048 33 HR 97 295688 EC6B ROLLER Towed Sheepsfoot Rented eqpt 4588 m3 WK 68 966666 WK 258 1 ITEM COST 2 53 m3 693872 CX 1 Block X Struct Concrete 38MPa 782 m3 Formwork to Structural Concrete 2 4 m2 m3
87. red into the field and the associated formula saved behind the field PROCALC is also your conduit into the time saving world of automated quantity takeoff The DIGITIZER version allows you to use Alt Q from the PROCALC field to select a drawing scale and takeoff counts lengths areas and volumes directly from plans The EVALUATION pack allows you to simulate using a digitizer Hit and follow the instructions displayed on the screen Hit to return to PROCALC More on these refinements later After these diversions return to the item screen It is time to cover program exit and entry procedures Exit to DOS Esc and Y or just Press Esc ape to return to the menu system A second produces a prompt asking you to confirm that you do wish to exit Hit YJes The Dos prompt reappears Queries of this type may be answered positively with Y y or 1 or negatively with N n 0 or Esc The default reply may also be toggled with the arrow keys the Or Part B Tutorial Page B 27 PROBID User Manual Data Entry the mouse You may also exit directly to Dos with or Alt F4 Confirmation is not then required Re run the program by typing PROBID and pressing Enter PROBID automatically reloads any estimate you were working on when you exited and returns to the same default menu selection Select Change Items from the Item menu TIP Go there quickly w
88. rintouts to be sure you understand the details Test your understanding of the estimate and reports e Manually calculate the total BRICKLAYERS hours and compare your total with the figure given in the RESOURCE USAGE report e Do the same for the quantity of DIESEL FUEL required for the job e Check the SUBCONTRACT ORDER for GREENTREE LANDSCAPING e Manually build up the total and unit cost for the three Earth Excavation operations and the item Compare your results with the detail given in the OPERATION ANALYSIS report e The Reinforcing Steel has a supply cost of 810 00 tonne and a placing cost of 200 00 tonne but the total is 1026 20 tonne Why the extra 16 20 e The RESOURCE USAGE report lists both 623 and 631 model Scrapers The RESOURCE ALLOCATION report shows only the 623 model Why Part B Tutorial Page B 40 PROBID User Manual Time Planning Time Planning Scheduling the Project If you do not prepare Bar Charts or Network Schedules with your estimates or do not have access to PROCON s Project Scheduling System PROPLAN you can skip forward to Bid Preparation on page 42 Activity Definition Any operation may be defined as an activity for purposes of scheduling Go to the first operation for item B100b the Earth Excavation Scraper Work Move the cursor to the ActNo Activity Number field enter a code xxio see page A 7 Appendix A and press Enter Additional fields appear and t
89. rubbing to 3BBmm and disposal 38 7 Ha 4791 99 Ha 185458 B18Ba Topsoil stripping 168588 m2 Strip to Stockpile 15Bmm deep B 15 m3 m2 25275 m3 LXBB48 28NDU97 B 84 m3 21231 ITEM COST B 13 m2 21231 Bi b Earth excavation 274358 m3 Load amp Haul scraper work 198888 m3 59 1 28NDU97 B 86 m3 163866 Load amp Haul truck amp Loader 84358 m3 50 XX38 28NDU97 2 68 m3 219876 Spread amp compact fill 1 m3 m3 274358 m3 58 28NDU97 1 13 m3 318938 ITEM COST 2 53 m3 693872 CX 1 Block X Struct Concrete 782 m3 Formwork to Structural Concrete 2 4 m2 m3 1876 8 m2 CS8418 28N0U97 67 64 m2 126951 Supply amp Place Concrete 1 m3 m3 782 m3 0504 2830097 138 64 m3 182168 ITEM COST 292 98 m3 229112 CX 2 Block X Reinforcing Steel 47 83 Tn 1826 28 Tn 49883 LV81 Block V Struct Concrete 1654 m3 Formwork to Structural Concrete 2 4 m2 m3 3969 6 m2 CS8418 28N0U97 67 64 m2 268514 Supply amp Place Concrete 1 m3 m3 1654 m3 0504 2830097 138 64 m3 216879 ITEM COST 292 98 m3 484592 CY 2 Block V Reinforcing steel 94 66 Tn 1826 28 Tn 97148 Section 1888 8 Items 1883785 o ee He He HE He EE EEE EEE EEE EEE EE HE EE EEE EEE He EEE EEE 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 Section 2888 BUILDING WORK R18Ba Brickwork Common 9458 m2 Supply amp Lay Common Brickwork 8 849 MB m2 463 85 MB 1839 28NDU97 744 77 MB 344865 ITEM COST 36 49 m2 344865 A288 Elec power connection 1LS 8
90. s hit for the Resource menu and for Resource Change Overtype the start of the code with m a mask for all resources beginning with mM and press to list matching resources Select DIESEL FUEL amend the unitcost to 0 49 and RECORD the change Done Changing Subcontract details Two changes must be made to subcontract pricing details Amending the contractor s name and details is similar to the resource change discussed above so do that now Alt S takes you straight through the resource screen to the subcontractor screen Hit to produce a list of suppliers and subcontractors When you request a selection list from a field already containing a code for an existing record PROBID assumes you want to see all records You could of course have provided the mask to list just subcontractors PROBID accepts blanks as alternatives to when evaluating this type of loose is more intuitive to non technical users and quicker to construct Of course there is some ambiguity the space character is valid in a normal code When the masking action directly results in data or output change cloning deleting library changes reports etc PROBID recognises only explicit masks Change the subcontractprice through the operations screen from the supplier and resource screens and find item cvo2 in Change mode Go to the operation screen and move down to the subcontract code Press to edit th
91. s a Subcontractor A Subcontractor is a special type of Supplier who may price Items and Operations directly Suppliers just provide Resources In practice the difference can become blurred PROBID only distinguishes between the two when necessary and sensible to do so They are entered through the same screen and from the same menu choices What is a Set A Set is typically an aggregate of Resources A labour gang or crew a materials assembly an equipment spread or some similar combination PROBID s sets are very flexible they can also contain Subcontract prices and even other sets Part B Tutorial Page B 19 PROBID User Manual Data Entry Three different types of cost element may be used in the same fields so PROBID must have some way of distinguishing between them Special ID Characters amp Sets and Subcontractors have special ID characters in the leading position in their codes Hence they are distinguishable from Resources and each other Sets use think of ssemblies and Subcontractors use think of directly quoted prices If you would prefer to use other symbols you can change these default ID characters through Customisation System Defaults but please wait until after you have completed the tutorial Subcontract Quotes Type in a Subcontractcode CL amp GB and press Enter A beep and a beside the field warn you that this subcontractor is still undefined
92. sfy yourself that they are not significant What do the particular warnings on your tender submittal mean Items NOT final indicates that you have specifically flagged each item as complete You can do this conveniently in Browse mode Rounding loss is a byproduct of the adjustment of the submitted total to conform to your request for rounding to five significant digits Some Subcontractors NOT defined refers to the arbitrary amounts plugged into operations and sets The subcontractors were never defined Some Resource Costs NOT final is similar to the first warning Some Normal items have NEGATIVE spread results from the low spread rate on the subcontract work and rate rounding One item has negative spread Part B Tutorial Page B 45 PROBID User Manual Tender Changes Tender Changes Just prior to tendering you decide to make the following changes to the estimate e Increase the diesel fuel cost to 0 49 Litre e Change the reinforcement fixing subcontractor to L Borgia Enterprises and reduce the quoted rate to 198 00 Tonne e Include an employee site allowance by adding 0 70 hour to all hourly paid labour rates e Reduce company internal plant rental rates 5 e Increase Carpenter productivity from 2 1 to 2 0 MH m2 e ncrease the formwork re uses from 4 to 6 Changing Resource costs The Diesel fuel cost change is straightforward From the menu
93. ssessment of overheads staffing levels or global plant requirements The files are saved in the directory PROPLAN DATA if it exists Otherwise they will be in PROBID s system directory An operation shared by inked items translates into just one task This is both logical and convenient Linked items usually represent identical work carried out in different locations As this work is often performed sequentially with the same work force it is common to depict it on a Bar Chart as one activity You have completed the project Cost Estimate You must now turn this into a winning and profitable Tender Preparing the Tender Bid Preparation Select Bid Preparation from the Master menu and you will be presented with a two part screen The top part of the screen looks like this Part B Tutorial Page B 42 PROBID User Manual Preparing the Tender ROUNDING AND MARKUP System date Fri 28NOV97 TENDER ROUNDING TOTAL to Five UNIT RATES to Smart AMOUNTS to Cent Monetary figures in a real tender should be properly presented you don t want your submission to look as if it had been prepared on a spreadsheet or by some mindless automaton Raw unit rates and amounts are tedious to write up awkward to administer and divulge too much confidential information about costs and markup Rounding Rates Amounts amp Totals PROBID allows you to independently set the rounding of submitted unit rates amoun
94. te An overhead checklist ensures nothing is missed The default masks are fully wild so just press to accept the screen Reply Y Jes to confirm you do wish to proceed Repeat the library extraction procedure for resources Operations are automatically included with their parent items and there are no sets subcontractors or suppliers in this small overhead library Then bring in the overhead groups and sections You will be warned that you are overwriting existing Groups and Sections When we imported the items PROBID automatically created any referenced groups and sections Group Section Item Structure Use Browse mode to view the items extracted from the library Hit for a picklist of all items Select the first of the imported overhead items and browse from there A Group is defined as well as Sections so the items are organised into a three level hierarchy All are Hidden items having unit quantity Operations if any and pricing details are included with the extracted items In practice overhead libraries should be standardised so you only have to amend the quantities once they are copied into an estimate If you do not need a particular overhead cost in the estimate it is probably better to just zero the pricing detail from the item rather than delete the item itself This makes it obvious during the tender review that all overhead items have been considered even if some carry no costs in this
95. the tutorial Running the Demo When you install PROBID the demonstration is automatically copied to your harddisk To run it just type CD and press to change to the directory type DEMO and press Enter If the demonstration has been removed or you wish to install it on another machine place the program or demonstration disk in drive A type A and press to change to that drive Then type DEMO press Enter and follow the instructions The Tutorial The tutorial assumes that the program is installed on drive C and that you are using the directories created by the installation program If this is not so you must interpret the following instructions appropriately The tutorial introduces PROBID and covers all the basic functions you will need to start preparing estimates It is assumed that you understand the terminology of Estimating and Tendering and have at least some basic acquaintance with the computer and operating system If you are not familia with the terminology of estimating and tendering contract Bills of Quantities Schedules of Rates etc read Appendix 3 before continuing If you have already used other PROCON software packages such as the PROBILL Contract Billing System or the PROPLAN Project Scheduling System you should be able to run quickly through the early material as the user s interaction with all PROCON programs is similar To illustrate basic principles the PROBID tutorial uses si
96. tion and item screens and choose Add Subs Suppliers from the menus but this would disrupt the rhythm of the pricing Defining Subcontractors on the fly Att S Key from the operation element code field to jump directly thru the field to the Supplier Subcontractor screen As the source field contained a code for an undefined subcontractor PROBID assumes you want to define that subcontractor and so switches to Add mode Conversely if you had arrived from a source field containing a defined subcontractor it would switch to Change mode tegardless of the departure mode Of course if the field had been b ank or contained a resource or set PROBID would have remained in the same mode If these assumptions are wrong you can always use to switch modes If you like exercising your typing and memory skills you can key in the subcontractor code Otherwise just hit for BRINGFORWARD Fill in the balance of the fields as shown on the following screen Part B Tutorial Page B 21 PROBID User Manual Data Entry Supplier Subcontractor Screen Estimate ETTAMOGAH OPERA HOUSE EXTENSION Phase 2 System date Fri 28NOV97 1 ADD SUPPLIERS SUBCONTRACTORS SCREEN Supplier Code amp Name GREENTREE LANDSCAPING PTY LTD 97 Willowtree Boulevard GREENHILLS ESTATE SA 5700 Contact John Birch Owner Quotation Reference Phone Quote 3 12 Telephone No 08 2345 7890 FAX No 08 2345 9870 Mo
97. ts and the fender total Hit in each of the three fields in turn for information on the options available Leave the first two fields and change the rounding of AMOUNTS to Dollar Press to move the cursor down to the lower portion of the screen Set the Markup The markup section of the screen looks like this Markup may be fixed by specifying a percentage or amount against EACH cost type OR by setting an overall TOTAL percentage or amount Mark Cost Type Markable Cost Mark Unassigned UH Labour 734927 Own eqpt 81050 Rented eqpt 551237 Material 704141 Subcontract 726521 OVERALL 2797875 L E 2797875 TOKEN Items 100000 TENDER TOTAL 2897875 Markup may be set in three different ways e as an overall PERCENTAGE e as an overall DOLLAR AMOUNT e as percentages and or dollar amounts for each COST TYPE Token items are excluded from the costs upon which the markup is calculated Enter an overall markup of 8 and press F2 Part B Tutorial Page B 43 PROBID User Manual Preparing the Tender Allocating the Spread The spread allocation screen appears allowing you to vary the way any spread balance will be allocated between items The screen is like this SPREAD ALLOCATION System date Fri 28NOV97 SPREAD ANALYSIS ITEM COSTS Spread FROM Spread TO Percent MARKUP 223830 HIDDEN items 189769 189769 100 00 FIXED amp MARKED items 380952 19048 5 00
98. urrent item Enter the Group Section Item code of the equivalent item in Block X item 1 and RECORD the connection Cx01 is already the default because of code similarity When PROBID s guess is not correct you can use to list the items or to page through them If the current item s description unit or quantity fields are blank PROBID will copy in the corresponding information from the target item CX01 and cy01 now share the same operations Pricing changes may be made through either item they flow through the pair of linked items Quantity differences between linked items are handled automatically If some operations have fixedcosts then despite sharing operations item unit costs must vary Linked items are normally created by cloning from Part B Tutorial Page B 32 PROBID User Manual Data Entry the Utility menu to avoid retyping item details is appended to the listed record number of linked items RECORD the concrete item Then enter the reinforcement item cvo2 and link it to CX02 Start a new section 2000 BUILDING WORK and enter and price the Brickwork item and the first ofthe Electrical items Auto increment Codes F5 The electrical items have sequential codes with a uniform numeric increment going A200 to A210 A220 etc You can speed up the entry of items with sequential codes like these Once you have entered the second item code in the sequence
99. ver only the company plant has a costtype of Own eqpt Return to the screen blank the mask press and a CostType field appears Select Own eqpt Move to the lower line set the Percent Change in the Unitcost to 5 and blank the other two fields Proceed Return to the screen hit and select CARPENTERS Set an actual usage rate of 2 0 blank all the fields on the lower line and make the change Item cxoi is listed as changed but not item 1 When the Pricing changes option operates on linked items only the primary item is captured by the mask This avoids ambiguities that could arise when a mask covers only part of a linked family of items Of course changes made to the primary will usually affect the linked items as well The company plant rental rate change highlights the vital importance of intelligently coding Resources and Sets Masking power is limited only by the information content of the codes The increase in formwork reuses could also be handled by a percentage change in the usage rate for the materials involved But what is the change A 50 increase or a 33 reduction Is consumption expressed as a production rate usage rate or quantity It could be confusing to make the change through the Utility menu Better to go to the operation screen and amend the PROCALC records as they were carefully annotated to clarify this calculation Do this now Both plywood and framing timber usage will change Don t forget to RECORD the

PROBID — Evaluation Pack - Procon Construction Systems

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PROBID &mdash; Evaluation Pack - Procon Construction Systems

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PROBID — Evaluation Pack - Procon Construction Systems