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1. 27 28 Takeoff Assemblies to the Estimate To access the assemblies click on the Database icon or from the View menu select Database Click on the Assembly tab to access the assemblies En Getimate Sume Lasters np amp Cescepton Guaraty Urat Mariai Labor Total Coit Cot Type Tot D Cetna 1 dad Wood Fa 4 10 100 00 EA 143 18 or at wn 2 Stud Wood Ts 4 17 0 00 EA 420 280 EAR 1 E tacain al 3 S836 Woos Trt 10 100 90 EA 90 zew 1256 1 A woe E __i ca i Ad Cortoos O irna g umu O Ernyo Dash Ej Matipe Vow Theos D Taeot Sheet O Vew by Daon O View be hOn Vew by Locsion O Vew by wt Ver By A sieth View by Atevats The assemblies also have a divisional grouping for organizational purposes The database is pictured on the next screen with an assembly division opened and a slab assembly selected t Stud Wood Tx 4 10 120 oar 2 Stud Wood Ta 4 17 3800 son 3 Saad Woos Tit 10 760 1 26 1 1 Sresi Foonrg j I 2 Continuo Focing Iwal Car in Pace 4 Comcnetee Shade M 0100 Sid on Gisoe 2500 Pi 1B ONO Sad orGiage DO PS a 0690 Sid nfise 4000 PU Press the Enter key or double click with your mouse to takeoff the assembly The Formula screen will appear prompting you to enter dimensions for the concrete slab Input the dimensions and click on the save button to Save the information 29 30 Shad Wood Fx 4 10 100 00 EA 343 28 00 2 St
2. 78 Adding Items To add an item to the database open the Database screen and click on the Add icon on the top toolbar or go to the Edit menu and select Add Select the Items tab if it is not already selected Select a Division and Sub Division and input an item You can add a single item or if you need to add multiple items to the same area of the database select the Add Block of 10 Items option Note When adding a new item you can select the Division and Sub Division before clicking on the Add icon and the software will automatically fill in these fields on the Add screen Division SwbDivision Division 17 New Division Sub Division 001000 New Sub Division nens 10 1 O Add Singe Item i 16 Electrical Click on the Save button and you will be able to start entering the item details Database 79 80 Conversions The Conversion factor is a multiplier used to calculate the Order Quantity of an item The Order Quantity is calculated by multiplying the Takeoff Quantity by the Conversion factor The Rounding that is selected is also applied to this calculation Order Quantity Takeoff Quantity Conversion Factor To access the Conversion factor for an item click on the Details icon or from the Edit menu select Details The Details window of the item appears below Notice that all five cost types have a Conversion factor item Details Item 9006000
3. Conversion Rounding Order Quantity Unit Material 59 00 1 00000 C None v 9259 CY ad U y ey o Sub Contract 1 None Equipment C None Other Moe C Quoted Item Bid Day Sub Contractor i Bre The item markup can also be adjusted for many items at one time by using the Item Markups option off the Estimate menu in the Adjust Estimate section This option will allow you to adjust the item markups by Division Sub Division Location or Wbs 125 How Markups are Applied The markups are applied in the following manner Total Cost Raw Cost of Items Cost Markups Taxes and Burdens Total Price Total Cost Item Markups Assigned to Individual Items Price Markups Overhead Profit etc Bond To access the Markups screen click on the Markups icon in the Control Center or from the View menu select Markups 126 127 8 Tools Calculator Select the Calculator icon from the toolbar or from the Tools menu select the Calculator option You can use the Calculator to add subtract multiply or divide Calculator Press the Enter key to compute and press Enter again to pull the value into the current field of your estimate If you don t want to pull the value into the current field click on the Exit button Calculator E 2000 00 128 Takeoff The ProEst Takeoff software gives you a way to quickly and accur
4. After you drop the icon on the takeoff pane the system allows you to type into an edit box and enter notes that you would like assigned to the selected layer Enter Layer Notes Here 155 Setting up the Digitizer Menu The ProEst Takeoff software can utilize a digitizer to measure traditional paper plans The takeoff method is the same as when measuring digital images the only difference is that the points come from the digitizer instead of the mouse The digitizer also has an added benefit of the digitizer menu for quick access to common functions ProEst To locate the digitizer menu on the digitizer first tape the menu in a stationary place Next go to the Tools menu and select Setup Hardware The Locate Menu Pad button will guide you through the process Digitize Section This allows you to select the desired measurement mode and also close or subtract measurements from the selected layer DIGITIZE Area Area m Length Length m Count Length Seg Close Subtract DOGG GABE 156 Functions Section The Functions section allows you to access different layers with the navigation arrows and quickly access other functions like Clear Scale and the Size function to set the drawing area FUNCTIONS i Prev Next fe Undo Display Clear wn w lt i Key Pad Section This is a standard key pad that can be utilized within your receiving application for easy navigation KEY PAD Tab Hom
5. Locator When all of the items are highlighted right click the mouse over the highlighted items to access the menu and choose Edit Selected The choices available are displayed as follows Details Add Delete Edit Selected gt Change Refresh List Find Move Delete 84 Change Changes the selected Items Costs Conversion factors Takeoff Units and many other fields Copy Copies the selected items to another area of the database Move Moves the selected items to another area of the database Delete Deletes all of the selected items 85 Assembly Database To access the Assembly database select the Database icon off the toolbar or the Database option off the View menu Select the Assembly tab to view the assemblies An assembly is a group of related items needed to complete a particular unit of work There is no limit to the number of items per assembly and the items can have different takeoff units An example of an assembly is a concrete slab that contains the concrete wire mesh base material and rebar Another example is a light fixture that contains the fixture light bulbs and necessary wire The assemblies are separated by divisions for organization Database _ 1 Spread Footings 2 2 Conliraous Footings 2 29 3 Walls Cast In Place tE 0100 Wal Cast In Place 2500 PSI E 0200 Wall Cast In Place 3000 PSI 0400 Wall Cast In Place 4000 PSI E 0500 Wal Cast In Place
6. Update Material Adjustments Update Material by Manufacturer Copy Material Cost Columns Update Material by Vendor Update by Sub Division Pricing Services Trade Service Data Select Ferguson Plumbing Heating Hvac Allpriser Limited Plumbing amp Heating Graybar Electronics O Epic Price Update Service Harrison Publishing House 182 Database Options The Database options allow you to customize the look and operation of the master database Change the decimal places set the system to use multiple material costs or setup the database to allow for multiple labor conversions Options Accounting CAD Update Database Screen C Eliminate Quantity Prompt C Show Entire Item C Multiple Materials Costs C Multiple Labor Units C Three Decimal Places 183 Setup Options The Setup options are general settings for the display of the estimate information and labels for the user definable sort groups Options Accounting CAD Update Database General Setup Date Format Group 1 Label Location mmddyy dd mmyy yy mmdd Group 2 Label wbs Currency Symbol Takeoff Sheet Display Default Job Units Display Cost Display Price None Takeoff Sheet C Read Only Takeoff Sheet C Display Groups in Item Number Order C Material Schedules 184 Utilities Export File After comple
7. 178 179 Options Accounting Interfaces The ProEst estimating system exports information to many popular accounting systems To export an estimate from the Tools menu select Options Accounting f CAD Update nf Database Setup Accounting System J File Path CAEST11 Start Interface Select the Accounting System and click on the Start Interface button 180 CAD Interface The ProEst estimating software imports information from many popular CAD systems To import a CAD file from the Tools menu select Options and click on the CAD tab The interface imports the Bill of Materials from the CAD system The item numbers from ProEst need to be assigned on the CAD side before importing to insure that the appropriate information is assigned to each line item Accounting Update Database Setup CAD System SolidBuilder Chief Architect O AutoCAD ArchiCAD File Path Start Import Select the CAD system and click on the Start Import button 181 Update Options The ProEst estimating software has many options to update the database costs This screen allows you to update the database by Vendor Sub Division and many different material pricing services To use select the appropriate option and click on the Start Update button Options Accounting CAD i Database Setup Update Options Update Material from Vendor File
8. 0025 Stud Wood 2 x 6 Random Length 2 0030 Stud Wood 2 x6 8 2 0035 Stud Wood 2 x6 10 E 0040 Stud Wood 2 x6 12 B 6004000 Wood Plates 14 9 6005000 Wood Beams H 2 6008000 Wood Columns och AR enna tenet haint 68 The Details screen for the highlighted item is accessed from the Details icon on the top toolbar or by going to the Edit menu and selecting the Details option item Details ltem 6003000 0015 Description Stud Wood 2 x 4 10 Unit EA Cost Accounting s Infomation Attacheditems Substitution Cost Cost Link Conversion Rounding Unit Material 3 43 B 1 00000 None v EA Labor 28 00 5 Carpenter m 0 16000 C None HR SubContract CJ None v None v None x C Quoted Item Bid Day Sub Contractor The following is an explanation of the Item Details fields Item The Item is a 13 digit number The first three possible digits represent the Division The next six represent the Sub Division and the last four digits to the right of the decimal represent the specific item Description The description of the part or service Unit The unit of measure that the item is taken off in from the plans Examples are EA for Each LF for Linear Feet or for Dollars Cost The raw or base cost of an item This represents the item cost before any taxes burdens or markups are added 69
9. Markup will be applied to all items in the selected group Apply Merge Allows you to merge together existing estimates This will merge all items from the selected estimate into the current estimate Carmel Office Plaza Johnson Residence Jones Home w Select estimate to merge 51 Alternates The Alternates feature allows the estimate to be separated into sections composed of a Base Estimate and alternate sections of the job that could be included in the final estimate If an item or assembly is not assigned to an alternate it is automatically grouped into the Base Estimate section To assign an item or assembly to an alternate from the database screen select the appropriate alternate from the Alternate picklist The picklist is located on the lower right hand corner of the window as displayed in the next screen If the desired alternate is not on the list one can be input in the Alternate field Database ltems H C 1 Spread Footings 2 2 Continuous Footings H A 3 Walls Cast In Place N 4 Concrete Slabs _ E 0100 Slab on Grade 2500 PSI E 0200 Slab on Grade 3000 PSI 0300 Slab on Grade 3500 PSI 0400 Slab on Grade 4000 PSI E 0500 Slab on Grade 4500 PSI i E 0600 Slab on Grade 5000 PSI 2 5 Masonry Block Walls H E 6 Stud Walls Wood H E 7 Stud Walls Metal H 2 8 Floor Systems af 9 Acoustic Ceilings Oa 10 Roof Systems H E 11 Paving Location v
10. Paper Plans To start measuring a length with paper plans digitize the length points Curved line segments can be digitized as a series of short line segments that are approximately the shape of the curve As additional points are digitized line segments are drawn on the screen in the shape of the length being measured To close or finish the length select the Close button in the digitize section of the digitizer menu This action will cause the program to close the length and complete the measurement 149 MERSI ES IE Takeoff Totals The length is added to the total that is displayed in the Length field of the status bar at the bottom of the screen and in the Length field in the properties section of the navigation pane Removing a Length A negative length is taken off in the same manner as the length described above The only difference is that you close or finish the area by selecting the Subtract button on the right mouse menu or digitizer menu 150 Doing a Count Takeoff To do a count takeoff from the takeoff page select the Count icon The Count mode can also be set by going to the Measure menu and selecting Count or selecting the Count button on the digitizer menu if you are using paper plans Count Icon a The selected layer s measurement mode is indicated in the Measurement property in the navigation pane There is only one measurement mode per layer so if the selected mode already says Area or Length you will
11. 00 HR Waste Conversion Factor 0 01000 82 The following Details screen displays the result Notice that both the Material and Labor now have Conversion factors Click on the Test Item button on the bottom of the details screen to make sure the Conversions calculate the appropriate order quantities W Test Item Quantity SF Gypsum board Wall 4 x 8 1 2 Unfinished Cost Conversion Rounding Order Quantity Unit Extended Cost Material soo 0 03125 Each 2400 EA 144 00 Labor Sub Contract Equipment Other From the above picture we can see that with a Takeoff Quantity of 750 we need to order 24 sheets of drywall and it will take 7 50 hours to install the material Material 750 03125 24 sheets of drywall rounded up to the nearest sheet Labor 750 01 7 50 hours for labor 83 Edit Multiple Items To edit multiple items open a Sub Division highlight an item hold your shift key down and click on an item below the highlighted item Database FHE 1 General Requirements S 2 Skework 5 3 Concrete 1 0 4 Masonuy 1 5 Metals ES 6 Wood and Plastics 09 6001000 Nails 2 6002000 Hangers E 6003000 Wood Studs E 0005 Stud Wood 2 x 4 Random Length SE 001 ood 2 g H 7 ai H Stud Wood g J EE 0040 Stud Wood 2 x6 12 KE 6004000 Wood Plates fh 6005000 Wood Beams G29 6006000 Wood Columns L h MONATAN tand taint
12. 9 Vapar barter Potyethytene 200 50 oF 20 00 3 275 09 Now tom Des ripten rT Mew Taos Vew by Draen O Vew by Sb Deveson View by Loowton O Vew by wis Views by hiaith Ver Oe Aara O Ver 040a After the new item has been added you can type right into that items line or click on the Details icon to edit other fields tied to the item The Details screen is displayed next 1 Stud Wood Tx 4 10 2 Stud Wood Ta 4 17 J Sasa Woo Fx 6 10 4 S200 Wood 2x 6 17 The Details screen contains all of the important information that needs to be associated with an item including the costs of the item rounding methods and accounting codes 40 Organizing the Estimate To view the estimate organized by various groupings use the View Takeoff section of the navigation pane located on the left side of the screen This function allows you to quickly view the estimate grouped by Division Sub Division Location Wbs and Assembly as well as other groups Estimate O Taod Shaet View by Division O View by SubDivition View by Location View by Wbs Vien by Assembly View by Atanasie View Bid Day The group headers are displayed in bold 7 Concnte Bate Corese Sard E Conceete Laber by Cue Yard 0 Vieed amd Hanus 1 Sud Wood Fa 6 10 2 Sad Wouds Fa 6 17 J Gud Woos 76 10 4 Stud Wood Txey 7 Therrnad an Mota e 9 Vapor barter Ponetrwien
13. An area could also be subtracted by selecting the Subtract Measurement option Length The Length option sets the software into Linear Takeoff mode While in this mode points define a continuous line segment that is drawn on the screen The lines are ended by selecting the Close Measurement option on this menu Length Segment The Length Segment option sets the software into Linear Segment Takeoff mode While in this mode two points define a line segment that is drawn on the screen The lines are automatically closed when the second point is selected Count The Count option sets the software into Item Count mode In this mode items are counted by selecting points Streaming Mode This option puts the software in continuous point mode as opposed to point mode which is our default measurement method The points will continually be generated until you turn off this option Close Measurement This ends the current measurement If an area is being measured the area will be closed If a length is being measured the length will end on the last point selected Subtract Measurement This option subtracts the measurement from the layer This function works with both Area and Length measurement modes Undo This will undo the last measured point and can be selected multiple times 134 Tools Menu The Tools menu provides access to functions for setting up the hardware and navigating the image i File Edit view Measure Tools Help
14. Image This displays the count image for the selected layer This drop down list allows you to select an image to represent your count items 141 Color This displays the color assigned to the selected layer The layer s color can be selected from a color palette Fill Style This displays the fill style The fill style is the type of shading that is applied to areas Areas are shaded and the shading is removed to represent subtracted areas The color of the shading is the same as the line color selected for that layer Image This displays the image that is assigned to the selected sheet There is only one image per sheet Line Style This displays the line style for the selected layer There are various thicknesses and line types Line Labels This displays the selected layer s takeoff quantities on the screen for quick reference Scale This displays the active sheet s scale The scale can be set for the current sheet or all sheets at one time Notes This displays the notes field for the selected layer These notes can be printed with the standard reports 142 Navigator The Navigator is used to help locate your position on a digital image after you have zoomed into the image There will be a black box around the zoomed section to represent your location on the image Right Mouse Menus There are many functions available by using the right mouse menus on the takeoff page The navigation pane and main takeoff area hav
15. Interface Process The Create Estimate button on the interface screen automatically recreates the selected estimate in QuickBooks The Setup button on this screen is used to set preferences like country item type and export type 173 The Setup screen is displayed below QuickBooks Setup QuickBooks Interface General Setup County United States Canada Item Type Inventory Part Non Inventory Part Service Export Type Item O Division Sub Division Location O wbs Process Bet Codes The Item Type determines what type the items are when they are added to your QuickBooks item list The Export Type allows you to select the type of estimate that will be created in QuickBooks The Item option will export detailed line items from ProEst into a QuickBooks estimate The other options all send information to QuickBooks in a summary format The other buttons Get Codes Get Vendors and Get Customers will import the appropriate data from QuickBooks into ProEst 174 Traser Pro To access the Traser Pro interface from the Tools menu select Interface and then choose Traser Pro The Traser Pro interface provides a link between the master database and the complete Traser Pro parts catalog 4 Traser Pro v Industry Electrical I 175 To configure the interface with Traser Pro select the Setup button Traser Pro Setup Industry Electrical
16. click on the Import button on the bottom of the screen Maintenance Backup Restore mot Import Estimate Estimate Number Description 100 Jones New Estimate Import From CAESTI1NDATA Browse 195 9 Reports Reports The system has many useful standard reports The reports are divided into two types the estimate reports for printing the estimate in many different formats and the database reports for printing your database and other related tables Estimate Reports To print estimate reports from within an estimate click on the Print icon or from the File menu select the Print option 4 Print Report List Print Options Accounting Codes amp O Pint Alternate Cost 1 O Alternate Price A Preview Alternate Summary Assembly O Microsoft Word Assembly with Notes rA O Adobe PDF File Bid Day Details Bid Day Quotes 9 O Html File Bid Day Summary Bill of Materials Division All Cost Types Division Cost Print Range Division Cost with Notes Division Price amp Allltems Division Price with Notes Deveson Summen a amp Tagged Items The Print screen opens with a list of standard reports Select a report off the list and either Print the report or Preview the report to the screen All of the reports can all be printed to a number of formats These formats include previewing the re
17. icon off the toolbar or the Database option off the View menu The item is the basic unit in estimating It could be a 2x4 stud 3500 psi concrete or a light fixture Each item can have up to 5 costs including material labor sub contract equipment and other Each cost type has many variables that can be adjusted individually Many of these variables are stored in separate tables that we will discuss later on in this chapter Examples of these tables are Formulas the Cost Table and a table for your job cost Accounting Codes The Items are separated into Divisions and Sub Divisions also known as Groups and Phases The item assigned to each item specifies the division and sub division The following is a picture of the database The Divisions Sub Divisions and Items are organized in a tree structure for quick item access 66 67 The highlighted item in the next picture is a 2x4 stud that we have selected Notice that it is in Division 6 Wood amp Plastics and Sub Division 3000 Studs Also notice the item number which represents the division sub division and finally the actual Item number The item number is 6003000 0015 Database P L 1 General Requirements 6 2 Stework 4 2 3 Concrete daa 4 Masonry E 5 Metals amp 29 6 Wood and Plastics g 6001000 Nails 0 6002000 Hangers 6003000 Wood Studs E 0005 Stud Wood 2 x 4 Random Length 0010 Stud Wood 2 x 4 8 B E 0020 Stud Wood 2 x 4 12 E
18. navigation pane is another way to access important system functions The functions in the navigation pane will change to accommodate the tools available for a page The following image displays the navigation pane from the estimate sheet Estimate B Cose Estimate E Markups E Location E wbs 84 Contacts E Atenates E Item List E Estimate Details Toakeolf Sheet View by Division View by SubDivision View by Location View by Wbs View by Assembly View by Akernate View Bid Day 15 Menu Bar The menu bar contains all of the commands to operate the ProEst estimating software To access the menu options click on the word with the left mouse button To use the keyboard instead of the mouse hold down the Alt key and press the underlined letter of the menu option you would like to access File Menu The File menu has functions to create a New Estimate change the Data Path Save the data files and use the Printer options _ New Estimate tal Save Ctri S Data Path Print Ctrl P 3 Print Preview Printer Setup Edit Menu The Edit menu has functions to Add Delete and view the Details of the selected record Details Ctrl D Add Delete A Find Ctrl F Screen Layout View Menu The View menu gives access to all data views including the Database Cost Table Formulas and the Accounting Codes Formulas Cost Table Accounting Codes Location wbs C
19. need to insert a new layer for this takeoff On Screen To start measuring counts on screen select the points with your mouse by pressing the left mouse button at each point As additional points are selected the counts are displayed on the screen in accordance with the location of the counted items Paper Plans To start measuring counts with paper plans digitize the count points As additional points are digitized the counts are displayed on the screen in accordance with the location of the counted items 151 x 8 B a Takeoff Totals The Count value is displayed in the Count field of the status bar at the bottom of the screen and in the Count field in the properties section of the navigation pane 152 Setting a Scale The Scale feature allows you to select the measurement system scale and units for the scale Changing the scale on an existing takeoff will automatically recalculate the takeoff quantities Set Scale Select System Imperial Select Scale iE Input Scale Select Units Apply to all Sheets Save Cancel Select System This option allows you to pick between Imperial or Metric measurement systems Select Scale This field gives you a drop down list of common architectural and engineering scales Input Scale If you select the Input Scale option under the Select Scale field the input scale fields will be available This allows you to input a totally custom scal
20. option allows you to undo the last measured point and can be selected multiple times Zoom In This option allows you to zoom into an image by a percentage Zoom Out This option allows you to zoom out of an image by a percentage Zoom Full Page This option zooms the image back to its original size Zoom This option allows you to select a section on the screen with the mouse to obtain a more detailed view of the image Magnify This option allows you to magnify a small section of the image Insert Text This option inserts text on the currently selected layer Layer Selector The Layer drop down list allows you to select from any of the available layers To select a layer click on the down arrow to access the list Help This option allows you to access the ProEst Takeoff Help system 138 Navigation Pane The navigation pane is displayed below There are three possible sections including the Takeoff Explorer a Properties section and a Navigator Takeoff Ssu pr Wall Systems E Plumbing Electrical Fil Description Measurement 4rea 1 001 01 SF Length 146 59 LF Count Count Image Color Fill Style Solid Image Sample Blueprint tif Line Style Solid Line Labels False Scale 1 8 Notes Hkk ij meee me 139 Takeoff Explorer The Takeoff Explorer section displays the sheets and layers of the takeoff These levels can be customized in a wide variety of ways as illustrated in this section With the
21. 0010 Description Gypsum board Wall 4 x 8 1 2 Unfinished Unt SF Cost Accounting Nges Infomation Attached tems Substitution Cost Cost Link Conversion Rounding Unit Material 6 00 B 0 03125 C None vlea n Labor 20 00 1 General Labor 0 01000 None HR Sub Contract Equipment Other CJ None C Quoted Item _ Bid Day Sub Contractor In the example above the Material Conversion factor is 03125 That means for every 32 square feet you need to order 1 piece of this material The Labor Conversion is 01 that means for every 100 square feet the labor is 1 hour 81 Click on the Conversion icon next to the Conversion field on the Material line to access the Conversion Calculator Input 32 as the Takeoff Quantity and 1 for the Order Quantity We did this because the drywall comes in 4x8 sheets and we need 1 sheet every 32 square feet The Conversion of 03125 is calculated 4 Conversion Calculator TakeOff Quantity 32 00 SF Order Quantity 1 00 EA waste Conversion Factor 0 031 25 The same works for the Labor Click on the Conversion icon next to the Conversion field on the Labor line to access the Conversion Calculator Input 100 as the Takeoff Quantity and 1 for the Order Quantity in hours The Conversion of 01 is calculated Conversion Calculator TakeOff Quantity 100 00 SF Labor Hours 1
22. 015 Description Stud Wood 2 x 4 10 Unit EA Cot Accouning Noles intomaion Atached tems Substtuion These are the notes for this item 72 Information The Information tab contains the other fields and links that can be associated with an item Item Details ltem 6003000 0015 Description Stud Wood 2 x 4 10 Unit EA Cost Accounting Notes Information Attached Items Substitution Vendor Crew Formula Manufacturer Sub Contractor Misc An alphanumeric field that can hold any extra information that you want associated with an item Part Field used for a manufacturers part number UPC The UPC Universal Product Code is a direct link to many pricing services It allows estimators the option of using a third party pricing service to update the costs of items Weight The weight of an item which could be used to determine shipping weights as well as costs per pound 73 Size The size or dimension of an item This field is used in assemblies for taking off similar sized items Vendor This field links an item to a specific vendor This is useful for the ordering of materials Crew Links your item with a crew from the Cost Table A crew can be made up of labor and equipment Formula Links a formula to an item from the Formula table It can be used to calculate area volume perimeter or any other value The Formulas are user definab
23. 4500 PSI i B 0600 Wall Cast In Place 5000 PSI 0 4 Concrete Slabs E E 5 Masony Block Wals E 6 Stud Walls Wood E D 7 Stud Walks Metal h 8 Floce Systems E E 9 Acoustic Celings EE 10 Roof Systems 2911 Paving v Altemate 86 The Details screen for the highlighted assembly is accessed from the Details icon on the top toolbar or by going to the Edit menu and selecting the Details option Assembly Details Assembly 3 0300 Wall Cast In Place 3500 PS Ur LF Fomuls 28 Concrete Wal DAMNO Concrete Labor by Cubic Yard Cy VOLUME 01000 0035 Form Wall 4x 8 1 2 SF FORM The following is an explanation of the assembly fields Assembly A 6 digit number where the first two possible digits represent the Division and the four to the right of the decimal represent the Assembly Description The description of the Assembly Unit The Unit of takeoff for the Assembly Formula The formula assigned to the Assembly The formula is used to calculate the quantities for the items within the Assembly 87 Adding to the Assembly Database The Assembly database structure is user definable The following information will explain how to add divisions and assemblies Adding Divisions To add a Division open the Database screen and click on the Add icon on the top toolbar or go to the Edit menu and select Add Input a Division and Description and click on the Save button When you add new information to the mas
24. 7 Bid Day 54 60 Calculator 127 Click or Clicking 201 Contacts 112 114 Conversion Factors 69 80 82 Cost Table 92 100 Currency 48 Database 65 120 Database Changing Path 15 186 Database Utility 48 189 Estimate Details 64 Export File 184 185 Find 165 167 Find in the Database 166 167 Formula 101 109 Interface User 13 20 Interfaces Accounting 179 Interfaces CAD 180 Interfaces FastTrack 170 Interfaces Microsoft Project 168 Interfaces Primavera Contractor 169 Interfaces QuickBooks 171 Interfaces Trade Services 174 Item 65 84 Item editing multiple 83 84 Location 43 44 Maintenance 192 194 Manufacturers 115 116 Markups 33 35 50 121 125 Merge Estimates 50 Menus 13 18 203 204 Network Setup 190 191 Order Quantity 69 80 81 Printing Reports 36 195 199 Raw Cost 121 125 Register Software 10 Restore Items to Database 48 Screen Layout 37 38 Sort Estimate 47 Sub Contactors 117 118 Tag 53 Takeoff Items 24 27 Takeoff Assemblies 28 32 Takeoff Module 128 164 Takeoff Module Doing an Area Takeoff 146 147 Takeoff Module Doing a Length Takeoff 148 149 Takeoff Module Doing a Count Takeoff 150 151 Takeoff Module Importing an Image 143 Takeoff Module Inserting Text 154 Takeoff Module Menu Bar 129 Takeoff Module Navigation Pane 138 142 Takeoff Module Setting the Scale 152 153 Takeoff Module Setup Digitizer Menu 155 Takeoff Module Setup Hardware 159 Takeoff Module Toolbar 136 Takeoff Quantity 69
25. 73 Eve Dash A viw Taos Jms Bains Tota Cod Type ia OEE E amo D Theot Sree O Vew by Dawen O Vew be h ren Vew ty Locsion gt Vew by wis Vee By Adena Vew by Aboras The Price tab is where the profit overhead and user definable markups are calculated e EER EEEE 1 Sead Wood T 2 Stud Wood Tatr 3 Stud Wood Fx 6 10 4 Stud Wood rir 12 6 Permorcing Wire wean 4 as soriy S000 T Cotnmtw Dass sars PEPA 34 The Bond tab calculates the projects bond based on a tiered markup percentage 3 1 Shue Woo Fae 10 2 Stud Woes 24 4 17 35 36 Printing Estimate Reports The reports are the final result Click on the Print Preview icon or from the File menu choose the Print Preview option An estimate needs to be opened to access the estimate reports Getimate Pastora Tag concn Guseaty Unt Masi TousiCout A cate ate a t Sud Wood Ta 4 10 100 00 EA 143 18m oa 8 2 Stud Wood Tat Ir 5000 EA 420 18a 527 1 3 Stud Wood Tif 10 100 00 EA 590 18 1236 11 oO 4 S020 Wood 74 6 12 700 EA 362 78 00 915 65 B Core Coteus Mater B tea A wor Ad Corto O iensen D imi O Evtenwe Das 6 Mermruna Vre vesh 4st Fior I0 500 y 475 1651 08 30 000 78 2 235 03 tirg Pace aon Toast tiamdo errmany Srembhy D TVheet Shen Esrentay wen Moves View by Deveson End Dap Daad Fad Oy Quotes O View be Gb Dwes
26. 80 82 Takeoff Unit 201 Technical Support 8 Toolbar 18 19 Unit Conversion 49 Update Estimates 188 Update Items from Database 48 Update Options 181 Vendors 119 120 Work Breakdown Structure 45 46
27. Climate Control HVACR Plumbing Tra Ser Main Directory L m Tra Ser TSP Directory CATSP Choose the Industry Traser Main Directory path and Traser TSP Directory The Traser button will activate the Traser system Traser must be open and registered to complete the link 176 With the Traser software active select the items you wish to import into the ProEst estimating software You can select up to 500 items per transfer With the desired items selected from the Edit menu select the Link Export option gg TRA SER Pro Electrical Interface 100G16 1 2 230C 120V WHT G40MEDLMP 100G40 W EPK Tay PAR WATT MISER 00RARAA ES WIM APE TaN PARZSWATT MISER TO0RAR E 85WiM 5Pr 120 PARGO WATT MISER _100RAR G 85WM EPK Td n FF mae amaa p 1207 PAR WATT MISER 1000F 1230 PARI WATT MISER 1QOPAR AY BSWM EPR J MINE FLOOD TO0RAR 38 FL Ta RAO WATT HISER 100R FL S0wii 1 20 130V RaQ WATT MISER seen tai 177 Now the items are displayed in the Traser Pro interface window To add the items to your database select the Add button Select the Division Sub division starting Item and the Item Spacing for your new items and click on the Save button Traser Pro x 1 1 2 PVC EXPANSION COUPLING S 1 1 2 PVC FLAT SEALING WASHER 1 1 2 C PVC COND FITTING 1 1 2 E PVC COND FITTING 1 1 2 LB PVC COND FITTING 1 1 2 LL PVC COND FITTING v Industry Electrical Traser Pro
28. Construction Residential Electrical Construction Electrical Mechanical Construction Mechanical lt Current Path DATA Load Opens the highlighted database Add Adds a database to the list Delete Deletes the database path from the list 187 Backing up Data Files The data files are all stored in a single directory with each database in it s own directory To determine the current data directory select the File menu and choose Data Path The Data Path is in the current path field The estimating data file names are as follows Main Database Database dbf Database cdx Accounting Codes Budget dbf Budget cdx Locations Location dbf Location cdx Formulas Formula dbf Formula cdx Vendors Vendor dbf Vendor cdx Sub Contractors SubCon dbf SubCon cdx Estimate List Bidslist dbf bidslist cdx bidslist fpt Contacts Contacts dbf Contacts cdx Manufacturers Manufact dbf Manufact cdx Proposal Setup Proposal dbf Proposal cdx Proposal fpt Cost Table CostTable dbf CostTable cdx Work Breakdown Structures Wbs dbf Wbs cdx Estimate Types Types dbf Types cdx Estimate Status Status dbf Status cdx Estimates Bid1 dbf Bid1 cdx Bid1 fpt Bid1D dbf Example for estimate 1 188 Update Estimates The Update Estimates screen is used to update the cost in multiple estimates at one time To open the Update Estimates screen select the Update Estimates icon from the Tools section of
29. Cost Link This field links an item to the Cost Table The Cost Table holds material labor and equipment costs This table is used to update the costs of many items at once by only changing one cost in the cost table Conversion The Conversion is a factor used to calculate the order quantities The following formula explains Takeoff Quantity Conversion Order Quantity The Conversion factor can also contain a Waste factor Rounding The rounding direction is used when calculating the order quantity for an item The options are N None E Each C Hundred and M Thousand Order Unit The unit in which you order the item For example LF Linear Feet SF Square Feet EA Each or HR for Hours Quoted Item The Quoted Item check mark is used to signify if an item s cost needs to be checked when used in an estimate It normally is an item whose cost changes frequently 70 Accounting The Accounting tab contains the link information for your accounting software Each item s cost can be linked to a specific accounting code for job cost purposes item Details Item 6003000 0015 Description Stud Wood 2 x 4 10 Unk EA Substitution Description Wood and Plastics 71 Notes The Notes field is for notes that you want linked to an item The field is 255 characters long and is used to attach information to an item The notes can be printed with the item in a report item Details Item B003000 0
30. Division Summary v Print Options amp O Print A Preview Microsoft Word TE Adobe POF File S Html File Print Range f amp All Items f Tagged Items 198 The Report Designer allows you to select fields for the report the grouping method and the paper orientation You can also title the report which will be added to the standard report list Report Designer x Report Title My New Report Report Name NewRep All Fields Location item Misc Material Labor SubCon Equipment Other Material Order Labor Order Field Width 4500 Selected Fields All Description a Unit MN v Report Width 51500 Group By Division O SubDivision O Location OAssembly Owes O None Totals Include O Remove Orientation Portrait O Landscape 199 The report we just added is now on our Report List and ready to be printed Location Summary Cost Location Summary Price Location Unit Price Analysis Location all Cost Types Material List Material List Quoted Items My New Report Proposal Proposal Detail Sub Contractors Sub Division All Cost Types Sub Division Cost Sub Division Cost with Notes Sub Division Price Sub Division Price with Notes Sub Division Summary Print Options amp O Print La Preview Microsoft Word 2 O Adobe PDF File O Html File Print Range f Alllt
31. Jol Magnify i Send rea Send Length Send Count Setup Hardware Zoom This option allows you to select a section on the screen with the mouse to obtain a more detailed view of the image Magnify This option allows you to magnify a small section of the image Send Area This function sends the area on the selected layer to the selected cell in ProEst Estimating Send Length This function sends the length on the selected layer to the selected cell in ProEst Estimating Send Count This function sends the count on the selected layer to the selected cell in ProEst Estimating Setup Hardware This screen allows you to setup and configure your digitizer To operate ProEst Takeoff with a digitizer you will need to install the GTCO TabletWorks driver To locate the most current version of this driver please visit the GTCO website at www gtco com 135 After the driver is installed and it has detected the digitizer attached to your machine the software will recognize the digitizer as an input device Help Menu This option allows you to access the complete Help system and About screen which contains the software release dates i File Edit view Measure Tools Help Contact Us About Takeoff Help This accesses the ProEst Takeoff Help system Contact Us This is a link to our website with all of our company contact information About Takeoff This option displays a message box with i
32. Measure Tools Help gt Next Layer lt 4 Previous Layer Pl Next Sheet I Previous Sheet Display All Layers Ctrl D Image Zoom Next Layer This option moves focus to the next available layer Previous Layer This option moves focus to the previous available layer 132 Next Sheet This option moves focus to the next available sheet Previous Sheet This option moves focus to the next available sheet Display All Layers This function will display all layers for the selected sheet The user can also use the check mark to display random layers within a sheet Image This menu has various options to rotate and change the darkness of the image as well as get the image specifications Zoom This menu has many options for zooming into or out of an image by a percentage Measure Menu This menu has all of the options to select the measurement mode for the selected layer gt File Edit view Measure Tools Help Length Length Segment Count Streaming Mode Ctrl M Close Measurement Subtract Measurement Undo Area The Area option sets the software into Area Takeoff mode When this mode is activated measuring a series of points will create an area representing the points on the screen The area is closed by selecting the Close Measurement option on this menu or the right mouse 133 menu You could also double click your mouse to close the measurement
33. ProEstil Visit us on the Web at www proest com The information in this getting started guide will give you a complete understanding of the software and how it can assist you in creating quick accurate estimates Copyright 2007 Construction Management Software All rights reserved Warning This computer program is protected by copyright laws and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law ProEst ProEst Estimating and ProEst Takeoff are registered trademarks of Construction Management Software in the United States and or other countries All other trademarks mentioned herein are the property of their respective owners Table of Contents 1 Introduction 5 Overview Key Features Technical Support 2 Getting Started 9 Installation Register Software Using the Help System 3 The User Interface 13 Menu Bar Toolbar Navigation Pane 4 Quick Start Tutorial 21 Adding a New Estimate Takeoff Items to the Estimate Takeoff Assemblies to the Estimate Adding Markups to the Estimate Printing Estimate Reports 5 Working with an Estimate 37 Screen Layout Add a One Time Only Item Organizing the Estimate Locations Work Breakdown Structures Sort Estimate Adjust Estimate Alternates Tag Items Bid Day Material Substitution Estimate Details 6 Databas
34. Stab on Grade E 1 General Reqaments gt ltem Descrgtion EHI 2 Shework gt 2 4 Masons 2 5 Metals 6 Wood and Plastics E I 7 Thermal and Moisture RHI 8 Doors and Windows BLIJ 9 Finethes RIHI 10 Specistes SIJ 11 Equipment H 12 Furishing I 13 Special Constuction 2 14 Connreying Systeme A 15 Mechsricad G2 16 Electncal lt gt Eeri J nen i noe ex 90 Select the Division Sub Division and then the items for the assembly As you select the items you will be prompted to select a Variable for the item from the picklist or you could input a quantity for the item Assembly Details Assembly 120100 New Concrete Assembly Rewtorcng Waie Mesh 6 xO 810 10 3000 FSI Concrete Ready Max Concrete Base Cosse Sand h NNNNA Fat in Clann amaria 91 After you have selected the items for the assembly click on the Items button again and the item list will close Assembly Details Ura Vatable lt u Reiss Wao Ere 0 10 a Ta a E lt f 92 Cost Table The Cost Table is a list which maintains the base costs These costs are linked to individual items in the master database To open the Cost Table from the View menu select the Cost Table option The Cost Table can also be accessed by selecting the Cost Table icon from the Groups section of the Control Center Cost Table a 15 Mason 20 Concrete Labor 25 E
35. Y 1 051 08 6 Corte Labor by udt Yad 13346 Cy 200 Jar 0 Vapor barter Potyettyiene 900 00 oF 20 00 3250 Veew be Deveson Vew by Loewner Views by Wis View by Asatmbh View by Atorate D Ver Od Dy To change the column order place your mouse over the heading name Press and hold down the left mouse button The header will turn dark gray With the mouse still pressed down drag the mouse to the left or right and drop the column in the new desired position You can resize the columns by placing your mouse over the column heading dividers Press down and hold the left mouse button and drag the column to the left or right until the column is the desired size 39 Add a One Time Only Item There are times when you are only going to use an item for one estimate In that case you can add an item directly to the estimate To add a one time only item to an estimate click on the Add icon or from the Edit menu select the Add option 6 Cesc ret Material Labot TotalCoit A Cont Typa Tad t Goad Wood Ta 4 10 100 00 EA 143 180 or at 2 Stud Wood Tat Ir 5000 EA 420 380 527 1 3 Saud Wood Tif 10 100 00 EA 590 16 1236 11 4 S020 Wood 74 617 700 EA 342 76 00 345 65 5 3500 PBI Concrete Reay Ma 9259 cY sasn B Cone Crima Ej Mates E tester A wor Ad Corts O arenae D tte Ler E Esme Desh 6 arrena Vie Mesh 4 aS FIDIO Sa w S wu 47 T Commie Dass Coarse Sard 3 cY 1 05 of 6 Comte Leto by Out Yed 13340 CY 20 30 00 71
36. Zip Phone Serial Users Level O Lite Standard Professional Optional Modules V Takeoff V Bid Day V Proposal Writer O Ta 11 Using this Help System This manual was designed to give you an explanation of the many features in this software as well as tips to guide you through the program s basic functionality A good place to get started is by studying chapter 3 the User Interface section of this manual Key Words in this manual Click With your mouse press the left mouse button on the desired area Double Click With your mouse press the left mouse button twice on the desired area Drag Drop With your mouse press the left mouse button and hold it down Drag your mouse to the desired location and release the mouse button The item is added or dropped 12 13 3 The User Interface Interface The user interface in ProEst is quick and efficient to operate The main navigation tools include the menu bar toolbar and the navigation pane Menu Bar The menu bar is displayed at the very top of the screen The menu has all of the functions necessary to operate the software and many shortcut keys that are available for quick access to system functions The menu bar remains constant throughout the system Toolbar The toolbar is displayed at the top of the screen directly under the menu bar The toolbar contains the most popular functions for quick access 14 Navigation Pane The
37. al O Mat Labor O Sub Equip Other Caen icin eee Dik 100 The window below will appear Select the Area and Percentage to change and a start and stop range Click the Adjust button to adjust the range by the Percentage number or click the Replace button to replace the range with the Percentage number Cost Table Labor Start A Y General ee J Stop 55 Skiled Labor Average tes v lt View OAI Mat Labor Sub Equip Other Crews Display Area Columns Display Area Columns To display all area columns in the main Cost Table view select the Display Area Columns option on the lower right hand corner of the view 101 Formulas Formulas is a very powerful feature used to calculate takeoff quantities You can assign a formula to any item or assembly in the database To open the Formula Table from the View menu select the Formula option 4 Formulas x Description A 2 Area Box 3 Area Circle 4 Ductwork Surface Area 5 Roof Area for Flat 6 Roof Area for Sloped 7 Roof Gable Framing 8 Grading UJ 20 Volume 21 Spread Footing 23 Cylinder Volume 24 Excavation Yolume 25 Trench Excavation 26 Continuous Footing 2 Slab on Grade 28 Concrete Wall 30 Masonry Wall 4 Blocks 31 Masonry Wall 6 Blocks 32 Masonry Wall 8 Blocks 33 Masonry Wall 10 Blocks lt 102 When you takeoff an item or assembly that has a formula assigned to it you will be prompted
38. alves 1 Unit LF SS Accounting Notes Information Attached Items Substitution Item ipti Material Type a Pipe Galvanized Grooved w Grooved Rtings hanger 15006000 0020 Pipe PVC w Fittings amp hangers Schedule 40 1 PVC lt a C 63 Material Type Setup for Substitutions To edit or add new material types off the View menu select the Material Type option To add a new material type click on the add icon on the toolbar or select Add off the Edit menu Material Types Description Stamless Steel g E F f g E I g M o ql o g f j fl lt 64 Estimate Details To edit the details of an estimate from the Control Center select the Estimate Details icon or from the Estimate menu select Estimate Details On the Estimate Details screen there is a place to input the estimate Description Scope Inclusions Exclusions Payments Site Project Manager and Architect information as well as attach a Client to the estimate 4 Estimate Details Scope Inclusions Exclusions Payments Actuals SE General Client Site Project Manager Architect 4 Code L Description Sample Estimate Estimator Area Modifier i Bid Date PF Type Commercial Size Status Active 65 6 Databases Item Database To access the Item database select the Database
39. ately measure lengths areas and counts This information can be taken off utilizing both traditional paper plans and a digitizer or digital plans and a mouse right on the screen MERTI ESIE Lergh OOOLF Navigation Pane On the left side of the screen is the navigation pane The navigation pane gives you quick access to the Takeoff Explorer with detailed sheet and layer information Takeoff Pane The takeoff pane on the right will display the current takeoff The software gives you the ability to measure lengths areas and counts The system allows you to color code the takeoffs in order to label various materials and the takeoff quantities are always displayed for quick reference 129 Menu Bar The menu bar contains all of the commands to operate the ProEst Takeoff software File Menu The File menu allows access to all system related functions Print Ctrl P Print Preview Page Setup Print This option prints the current page information Print Preview This option prints a preview of the current page information Page Setup This option provides access to the page settings for printer information margins paper size etc Exit This option exits the takeoff software 130 Edit Menu The edit menu has multiple functions to allow you to manipulate organize and setup the takeoff information i File Edit View Measure Tools Help Insert Layer Ctrl L Insert S
40. base can be updated by any of the users but only one user can access an estimate at a time To access the Network Setup screen you will need to enter with the administrators user name and password The default user name is Admin and the default password is Setup The Network Setup screen is an option on the Tools menu Network Setup Eda Database Edt AlEstimates A ki vi vi lt Warning AJ users must ext when changing Setup 191 To edit a user click on the Edit User button on the bottom You can input the user s name User Name Password and User Rights 4 Edit User Name Joe Smith User Name Joe Password User Rights V Edit Database Edit All Estimates User Name Used to identify each user The user name can be up to 10 characters long Password The entry password for each user Can be up to 10 characters long Note that you must enter under user name Admin to change any passwords Edit Database If checked the user has full editing capabilities of all tables and the master database If not checked they can only change costs and information in the estimates that they have created Edit All Estimates If checked user has full editing capabilities to all estimates If not they can only change costs and information in the estimates that they have created Clearing Users If users are locked out of the system the network administrator can enter the system and clear them by clicking on
41. burdens Markups 122 Price Markups The Price markups are calculated from the total cost of the estimate that includes the Cost markups taxes amp burdens They can also be applied to select cost types by clicking on the button in the Apply To column There is also a Compound option to compound the markup on the total cost plus any previous markups Markups 123 Bond Table The Bond Table is a table used to calculate the bond for an estimate You can input the percentage and the dollar range for each percentage The Apply Bond option will add the bond total to the final estimate price Markups Default Markups The software will allow for default markups to be input that will be used for all new estimates They are available for both Cost and Price markups With no estimates open access the Markups screen and input the defaults These will be used as the base markups when you create an estimate from this point forward 124 Item Markups There can also be an individual item markup assigned to each item in an estimate To adjust this markup open the Details screen on an item within the estimate The Markup field is in the middle of the screen and can be adjusted on a per item basis item Details Item 3018000 0015 Description 3500 PSI Concrete Ready Mix 9259 Unit CY Markup ST x Lee Come Cost Accounting Information Cost CostLink
42. e 42 43 Locations The Location feature allows the estimate to be separated into sections or areas Each item can be assigned a location The estimate can then be printed by location giving you another level of grouping Select the Location icon from the Control Center or from the View menu select the Location option Once you open an estimate any changes to the locations are specific to that estimate If you want to build a default location list that is used as a template for new estimates with the estimate closed select the Locations icon to access the default location list Location 03 Building Three i fi ii a f a a K i a l i a H lt To assign a location to an item bring up the details of the item and click on the List icon next to location You can also assign a location to a group of tagged items by selecting the Estimate menu and choosing the Tag menu and then the Assign Location option 44 Locations can also be assigned to items at takeoff time by selecting the appropriate location on the bottom of the database screen before selecting items or assemblies for the estimate 45 Work Breakdown Structure The WBS feature allows the estimate to be separated into sections or areas Each item can be assigned a WBS The estimate can then be printed by WBS giving you another level of grouping Select the WBS icon from the Control Center or from the V
43. e PgUp BkSp GHEH Vt faye af 157 Number Pad Section The number pad allows you to enter numeric values with the digitizer NUMBER PAD gt Enter eil nong Send Section This allows you to select a measurement from the selected layer to send to the item or assembly in ProEst The Switch button will change focus to the ProEst Estimating main program Area Length Count Switch 158 Mouse Pad Section This area allows you to use your digitizer stylus or cursor as a mouse The system will emulate the mouse device and give you full access to all menu options MOUSE PAD Set Drawing Area To set the drawing area on the digitizer select the Size option off the digitizer menu or from the Edit menu select Set Drawing Area This will set the drawing area on the plans to correspond to the drawing region of the screen and should give you the maximum screen coverage The system will prompt you to digitize the lower left and upper right corners of the plans to set the area 159 Setup Hardware To operate ProEst Takeoff with a digitizer you will need to install the GTCO TabletWorks driver To locate the most current version of this driver please visit the GTCO Website at www gtco com After the driver is installed and it has detected the digitizer attached to your machine the software will recognize the digitizer as an input device Digitizer Setup The digitizer setup screen displays the connected di
44. e for your plans Select Units This displays the unit of measure for the takeoffs The units will change depending on the measurement system that is selected Apply to all Sheets This option allows you to set the scale for the selected sheet or all sheets in the takeoff 153 Setting a Custom Scale The Custom Scale feature allows you to set a scale based on a known length on the plans To setup the scale you must first takeoff a length on the plans and select that length measurement with the Select icon on the toolbar Set Custom Scale Select System Imperial Input Line Length 10 Custom Scale Select Units Feet Apply to all Sheets _ Select System This option allows you to pick between Imperial or Metric measurement systems Input Line Length This field allows you to input the length for the selected line Custom Scale This field displays the actual line length 4 7231 in our example and the scales length 10 in our example Select Units This field displays the unit of measure for the takeoffs The units will change depending on the measurement system that is selected Apply to all Sheets This option allows you to set the scale for the selected sheet or all sheets in the takeoff 154 Inserting Text on a Layer To quickly insert text on a layer select the Insert Text icon from the main toolbar and drop the icon where you would like the text label to be placed Insert Text Icon A
45. e their own menus with the most utilized functions 143 Importing an Image To import an image for the takeoff select the Image property The Image property will access the Import Image screen 144 With the Import Image screen selected pick the Sample Blueprint file for our sample and click on the Open button to assign it to the selected sheet Import Image Look in Prost Takeoff 11 My Recent Documents Desktop 5 My Documents My Computer File name Sample Blueprint v My Network Files of type TIFF Image tif tiff x 145 The image is now assigned to the sheet as displayed in the following image 146 Doing an Area Takeoff To do an area takeoff select the Area icon The Area mode can also be set by going to the Measure menu and selecting Area or selecting the Area button on the digitizer menu if you are using paper plans Area icon E A Foundation Footings The selected layer s measurement mode is indicated in the Measurement property in the navigation pane There is only one measurement mode per layer so if the selected mode already says Length or Count you will need to insert a new layer for this takeoff On Screen To start measuring an area on screen select the points around the perimeter of the area with your mouse by pressing the left mouse button at each point Curved line segments can be measured as a series of short line segments tha
46. e those bids to compile the most profitable estimate To access the Bid Day module open an estimate and select View Bid Day option in the Navigation Pane This will summarize your estimate by Wbs and display the following image Later soar 10e To access the Bid Day Details screen click on the details icon on the toolbar or double click on the Wbs There must be an item marked as a Bid Day Sub Contractor in the selected Wbs in order to access this screen See instructions on adding a bid day sub contractor item later in this section 55 The Bid Day Details screen is separated into two sections The top section lists the details of the items within the Wbs and the bottom section displays an analysis of the selected Sub Contractors Bid Day Details Adding Sub Contractors To add a sub contractor select the Add button on the bottom of the screen The sub contractor list will appear and allow you to select sub contractors by pressing the enter key or double clicking with your mouse on the desired sub contractor Add Sub Contractor All Sub Contractors Electricon 770 274 3547 Electric Frameworks 773 527 2346 Framer Genetti Concrete 770 463 8924 Concrete Master Mechanical 645 965 6621 Mechanical Safety Electric 551 345 8845 Electric Removing Sub Contractors To remove a sub contractor that you have already added select the Remove Sub contractor button and pick the sub contractor t
47. ems f Tagged Items 200 201 Glossary Ascii Stands for American Standard for Information Interchange It is a type of file format Click or Clicking The act of pressing the mouse button to place the cursor at a certain position on the screen or to press the mouse button to cause an action to be taken Drop amp Drag The action of holding the left mouse button down while using the mouse to drag a specific item to another location When the left mouse button is released the item is added or dropped into the new location Field An area on a screen that can accept information Function Key The keys located along the top or right side of your keyboard They perform specific functions Menu Selections that are located along the top of the estimate screen This is the starting point for all actions Scroll Bar An aid at the right edge of a screen that allows you to quickly move through a view When there is more information than will fit on the screen there is an indicator in the scroll bar Takeoff The process of measuring to obtain material quantities Takeoff Quantity The area length or count measurements taken from a set of plans Takeoff Unit The unit of measure that is used when measuring plans 202 View Term used to display information on the screen Index Accounting Codes 70 110 111 Add a One Time Only Item 39 40 Adding Estimates 21 Alternates 51 52 Assembly 85 91 Backing up Data Files 19
48. es 65 Item Database Assembly Database Cost Table Formulas Accounting Codes Contacts Database Manufacturers Sub Contractors Vendors 7 Markups 121 Cost Markups Price Markups Bond Table Default Markups Item Markups How Markups are Applied 8 Tools 127 Calculator Takeoff Find Interface Options Utilities Network Setup Maintenance 9 Reports 195 Estimate Reports Database Reports Custom Reports Glossary 201 Index 203 1 Introduction Overview The ProEst estimating software was designed from the ground up using Microsoft development tools as a platform The decision to use Microsoft products insures ProEst s competitiveness for years to come and has given us a partner with unparalleled market vision and vast technical resources It has also helped us seamlessly integrate with industry leading accounting project management and other business applications to help maximize your investment Tag Dersen Ouray Lad Meme Labor Tod Con A Con Free OD e tod C 1 Poststs 1000 Moma n a 2 Pami Coordinator soe s 2500 00 Later n Rectal Office toler Desert eww 10 s ay 00 som s 4 Detm cortamer Rect car Gay ID cu yt 2 00 Day 490m S THO PL Corerete Aant Wa t20 C 5 7 amp Rartoorg Arba mau T na snes 7 Excawston and Becht Footing 1298 Cy x 108s Concente Later by Gibe Yad t250 cr nw 10 0 S Fom MaI wow u nw sag 10 Saa 12 A De On Corin mou 2s 1 Beye Tapered Mente Fe ou b nw m7 13 Reetocng Wee Mah fa T IO
49. etup Paper Size Letter Orientation Portrait Selection Only active layer Print Options M Include Notes V Include Measurements V Auto Fit Cancel 164 The Layout tab allows you to select a paper source and set the report margins Page Setup General Paper Source Automatically Select Copies fi as Margins Inches Left 0 50 Right 0 50 H Top 0 50 5 Bottom 0 50 165 Find The Find feature allows you to search the current table for a particular variable Notice in the picture below that you can select the Search Criteria and input a value to find m Search Criteria Value Description v equals concrete C Tag Found Records 166 Find in the Database The Find feature in the database allows you to search for a particular item Notice in the picture below that you can input a Search Value and the results of the search will appear in the window as illustrated below orf Find Description v concrete 167 Input Concrete and click on the Find icon The system found 175 matches To select the desired item press Enter and the item is taken off to the estimate Remove Concrete Slab No Reinforcing Remove Concrete Slab Mesh Reinforcing Remove Floor Concrete 4 Remove Wall Concrete 0 6 Remove Wall Concrete 6 8 Remove Wall Concrete 8 12 Remove Wall Sav Cut Concrete 0 6 Rem
50. gitizer that has been detected by TabletWorks and allows for testing of the digitizer Setup Hardware Digitizer Digtizer not opened Digitizer Setup Input Device Locate Menu Pad Proximity Button Custom Keys Mode x 0 ae Ah Digitizer This lists the attached digitizer that has been detected by the TabletWorks driver Input Device This displays the input device which is either a stylus pen or a cursor Proximity The displays the location of the input device in relation to the digitizer Button This displays the depressed button 160 Mode This displays the output mode either Point or Stream Xx The displays the X coordinate of the input device Y This displays the Y coordinate of the input device Locate Menu Pad The menu pad allows you to fully operate the software with the digitizer Click on the Locate Menu Pad button and follow the on screen instructions to locate the menu pad The menu pad can be placed anywhere in the active area of the digitizer and should be taped down so it does not move after it is located The menu must be horizontal and square with the digitizer s borders Setup Hardware Digitizer Setup To setup the menu please click on the cross hair on the bottom left corner of the menu pad Locate Menu Pad Custom Keys 161 Custom Keys The Custom Keys feature allows keyboard commands to be executed with the digitizer stylus or cursor On the digitizer pen you can assign command
51. has 1 General Labor 1 Concrete Labor and 1 Carpenter The crews are user definable and can be made up of any arrangement of Labor and Equipment Cost Details X Descripton Type 1110 Concrete Wall Crew 3 Man Description Quantity Unit Cost Cost General Labor Concrete Labor Carpenter Total Crew Cost 78 00 Adjusting the Crew To adjust the crew select the button to the right of each line You can add new Labor or Equipment items and adjust the quantities of each crew member 99 Area Modifiers The Area Modifiers allow you to maintain pricing for multiple areas These areas could be cities counties union rates non union rates or any other type of cost area you would like to maintain Changing Area Modifiers You can adjust single Cost Table entries by going to the details of that line or multiple areas at one time To change multiple Area modifier percentages from the Cost Table view click the right mouse button and select Change Area Adjustment Cost Table Labor 1 General Labor 3 New Labor Cost 01 19 07 5 Carpenter 10 Foreman 20 Concrete Labor 25 Electrician 30 Drywall Labor 35 Sitework Labor 45 Plumbing and Mechanical 35 00 Labor 50 Painter 34 00 Labor 55 Skilled Labor Average 36 00 Labor 60 Truck Drivers 28 00 Labor 65 Equipment Operator 42 00 Labor Change Area Adjustment i 0 0 i i i i g 0 i i i fl fl il fi fl lt E gt View O
52. heet Ctrl H Delete Clear Ctrl R Set Scale Ctrl E Set Custom Scale Set Drawing 4rea Insert Text Select This option allows you to select an object measured on the takeoff screen Insert Layer This option inserts a new layer into the selected sheet Insert Sheet This option inserts a new Sheet in the current takeoff Delete This option deletes the selected entity If a sheet is selected it will delete the sheet and all layers within the sheet If a layer is selected only that layer will be deleted Clear This option clears or erases the selected entity If a sheet is selected it will clear the sheet and all layers within the sheet If a layer is selected only that layer will be cleared 131 Set Scale This option sets both the drawing scale and the unit of measure You can also select the measurement system being utilized Set Custom Scale This option allows you to set a scale based on a known dimension on the plans Set Drawing Area This option sets the digitizer tablet to the size of the plans This creates the largest on screen image possible to view your takeoffs Insert Text This option inserts text on the selected layer The text can also be moved by selecting and dragging to a new location View Menu These functions allow you to navigate the sheets and layers in a takeoff This menu also contains functions to manipulate the takeoff image i File Edit View
53. iew menu select the WBS option Once you open an estimate any changes to the WBS list are specific to that estimate If you want to build a default WBS list that is used as a template for new estimates with the estimate closed select the WBS icon to access the default WBS list 4 Wbs m Description E 01 General Requirements E 02 Sitework E 03 Concrete H 04 Masonry 05 Metals fi 07 Thermal and Moisture Protection a 08 Doors and Windows 09 Finishes il 10 Specialties fi 11 Equipment g 12 Furnishings E 13 Special Construction fi 14 Conveying Systems fl 15 Mechanical 16 Electrical To assign a WBS to an item bring up the details of the item and click on the List button icon next to WBS You can also assign a WBS to a group of tagged items by selecting the Estimate menu and choosing the Tag menu and the Assign WBS option A WBS can also be assigned to items at takeoff time by selecting the appropriate WBS on the bottom of the database screen before selecting items or assemblies for the estimate 46 47 Sort Estimate In the estimate you have the ability to sort or reorganize your data The estimate can be sorted by many criteria To access the sort options select the Estimate menu and choose Sort Estimate The following image displays the sort options that are available 5 845 21 oo 1 651 08 we wor 26 00 ore 0 Woud 2 4 12 gt 2 26 00 or a Wood Px 6 10 5 320 4 208 19 4 Stud Wood 7
54. ions to support proest com Check our Website at www proest com for the most current support telephone numbers Training amp Support Team We have a support network of dealers and trainers located in many cities throughout the world 2 Getting Started Installation To install the software insert the ProEst CD in the drive and a menu will appear The menu has an option to install ProEst estimating The program is installed by default into a folder called C EST11 A program group called ProEst Estimating is created and the icon ProEst Estimating 11 will start the software There will also be a ProEst Estimating icon automatically created on your desktop during installation You must register the software to gain full access to all functions To activate the ProEst estimating software see the Register Software section in this chapter 10 Register Software The complete use of the ProEst software is turned on through the registration process To activate your system when the software first starts go to the Help menu and selecting Register ProEst i File Edit View Estimate Tools Window Help Please call our support department to register your software and receive your Activation Code You will need to give the support technician your company name and address serial number and the product information from the registration screen Registration Company Information Name Company Address City ST
55. iption of Area 96 Cost Table Details To access the details of a Cost Table entry click on the Details icon or from the Edit menu select Details For crew entries the details allow you to build labor and equipment crews They are explained later in this chapter Cost Details x Description S Base Cost Type 3 New Labor Cost 25 00 Labor You can edit the Description Base Cost or change the area modifier for the cost entry Crew Details To access the details of a crew entry click on the Details icon or from the Edit menu select Details Cost Table Crews 1000 Carpenter Crew 2 Man 1010 Carpenter Crew 3 Man 1020 Carpenter Crew 4 Man 1100 Concrete Wall Crew 2 Man _ 1120 Concrete Wall Crew 4 Man _1130 Concrete Pour Crew 2 Man 11401 Concrete Pour Crew 3Man 1150 Concrete Pour Crew 4 Man 1160 Concrete Form Crew 2Man 1170 Concrete Form Crew 3 Man 1180 Concrete Form Crew 4 Man 1200 Paving Crew 1210 Paving Base Crew 1220 Paving Satin Seal Crew 1230 Paving Fog Seal Crew 1240 Paving Sand Crew 56 00 Creve 84 00 Crew 112 00 Crew 60 00 Crew 70 00 Creve 100 00 Crew 50 00 Crew 70 00 Crew 100 00 Crew 331 00 Crew 420 00 Crew 175 00 Creve 263 00 Crew 371 00 Crew i il i i i til ii ill fl i i fl i p p i i l On lt a View OA O Ma O Labor O Sub O Equip O Other Crews Display Area Columns 97 98 The following crew
56. lates for Quick Estimate Building Over 50 Standard Reports ProEst Professional Custom Report Generator to Design Any Report Work Breakdown Structures for Organizing the Estimate Alternates to Create Estimate Options Estimate Totals Screen for Detailed Cost Analysis Update Multiple Estimates with Current Pricing Multiple Labor Adjustments per Item Multiple Material Costs per Item Crews for Labor amp Equipment Scheduling Software Interfaces Over 70 Standard Reports ProEst Takeoff Module Graphical Digitizer Interface Draws On Screen Measure Lengths Areas and Counts in Imperial or Metric Units Works with All Scales and Drawing Sizes Additional Products ProEst Proposal Writer ProEst Bid Day Module ProEst Databases General Electric and Mechanical ProEst Training Web Based On Site and Classroom Databases RS Means Trade Service Epic and All Priser ProEst Service Plan GTCO Digitizers Technical Support There are many support options available for the ProEst estimating software These support options include the following Getting Started Guide Complete reference guide with examples and tutorials Telephone Support Please have the following ready for the support technician Product serial number Product name and release number Type of computer hardware you are using Version of Windows you are using Exact wording of any messages that appeared on your screen Email support quest
57. le Manufacturer Links the item to a specific manufacturer This could be used for material ordering as well as cost updates Sub Contractor Links an item to a specific sub contractor 74 Attached Items The Attached Items tab contains items that are attached to the selected item The attached items are taken off every time the main item is selected for an estimate The quantities for the attached items are automatically calculated based on the quantity input when setting up the attached item item Details Item 6003000 0015 Description Stud Wood 2 x 4 10 Unt EA Notes Information Attached Items Substitution Common Nails Galvanized 75 Substitution The Substitution tab contains items that are used when a material substitution is performed in an estimate The substitution process is done by material type substituting one item for another To edit or add new Material Types off the View Menu select the Material Type option Item Details Item 6003000 0015 Description Stud Wood 2 x 4 10 Cost Accounting Notes Information Attacheditems Ttem Description Material Type SO Hal stud 19 Gage 10 x 2 1 2 lt Nea Type Wood 76 Adding to the Item Database The item database structure is user definable The following information will explain how to add Divisions Sub Divisions and Items Adding Divisions To add a Division ope
58. lect the Sub Contractors option Sub Contractors Compary Ed Ryan 770 274 3547 Jeff Nelson 773 527 2346 Master Mechanical 645 965 6621 551 345 8845 fl fi fi i i l l i i lt 118 To access the details of a sub contractor click on the Details icon or from the Edit menu select the Details option Sub Contractor Details essere o C 119 Vendors The Vendors list contains all of the material vendors that will be utilized in the estimates being created To open the Vendors table form the View menu select the Vendors option Vendors Company Contact a Briteway Electric Fon Hamilton 858 314 7474 i The Pipe amp Fitting Store Wayne Roberts 858 972 8545 g j i i p ii i g il i i g i ii i E lt 120 To access the details of a vendor click on the Details icon or from the Edit menu select the Details option Vendor Details 121 7 Markups Markups The markups are separated into three categories The Cost markups are applied to the Base Cost the Price markups are applied next to the cost of the estimate and the Bond is applied last To access the estimate markups select the Markups option off the View menu or the Markups icon from the navigation pane Cost Markups The Cost markups are the taxes and burdens that are calculated off the raw costs of the estimate The Cost markups are added as a percentage for both the taxes and
59. lectrician 30 Orywall Labor 35 Skework Labor 45 Plumbing and Mechanical 50 Painter 55 Skilled Labor Average 60 Truck Drivers 65 Equipment Operator 500 Pickup 510 Paver 520 Roller 530 Skip Loader 540 Water Truck 550 Blade E i fi i fi il fi i i i g i i f f i lt gt View All O Mat O Labor Sub Equip Other Ae Display Area Coline Cost Table number that links directly to items Description Description of the cost Base Cost Raw or base cost of the entry Type The type of the cost Material Labor Sub Equipment Other or Crew Date The date the cost entry was changed last 93 94 Adding Costs to the Cost Table With the Cost Table open select the Add icon or from the Edit menu select the Add option Select a Type for the cost and then input a cost Description and Base Cost Cost Table Type O Material Labor O Sub O Equip Other O Crew 3 Description New Labor Cost Base Cost __ 200 530 Skip Loader 540 Water Truck 550 Blade ji L ae View OAI O Mat O Labor Sub O Equip Other Crews Display Area Columns i i i F i i i i M il i i lt 95 To see the details of the new cost click on the Details icon or from the Edit menu select Details You can now adjust the cost or the area modifiers 3 Cost Details x Description Base Cost Type 3 New Labor Cost 25 00 Labor Descr
60. m Details ltem 3018000 0015 Description 3500 PSI Concrete Ready Mix 7 Accounting Notes Information Attached Items Substitution Vendor o Creve cil Formula 20 Volume g ht Manufacturer Sub Contractor 106 When you click on the List button you will be able to select the appropriate formula from the list Formula Description 1 Area 2 Area Box 3 Area Circle 4 Ductwork Surface Area 5 Roof Area for Flat 6 Roof Area for Sloped Roof Gable Framing 8 Grading 21 Spread Footing 23 Cylinder Volume 24 Excavation Volume 25 Trench Excavation 26 Continuous Footing 27 Slab on Grade v Save Clear Cancel 107 Assigning a Formula to an Assembly To assign a formula to an assembly in the database access the Assembly Detail screen After you assign a formula you will be prompted to fill in the formula dimensions when you takeoff the assembly To assign a formula to an assembly from the Assembly Details screen select the appropriate formula The formula 27 Slab on Grade is selected below for this concrete slab assembly Assembly Details Assembly 4 0200 Slab on Grade 3000 PSI Ur SF Formule 27 Slab on Geade item D Unt Variable 308000 000 3000 PS Concrete Ready Mis Cy VOLUME ba 3003500 0005 Reini cing Wre Mesh 4 x 4 410 10 SF AREA 317000005 Concrete Bare Coarse Sand Cy BYOLUME 3021000 0020 Concrete Labo
61. modifier can also be selected The area modifier is a way to maintain costs for multiple areas These fields are both optional Click on Save to create your estimate We just added 4 Sample Estimate and the blank estimate sheet is opened 23 24 Takeoff Items to the Estimate The estimate has been created and is now opened The next step is to takeoff or select a few items for the estimate Select the Database icon off the toolbar or the Database option off the View menu to access the items O View by Sb Owesor Vew by Locsion Vew by wt View by Aisimdh View by Atovate In the Database select a Division and Sub Division to locate an item We selected Division 6 Wood and Plastics and Sub Division 3000 Wood Studs The item we want to takeoff is highlighted as Stud Wood 2x4 10 25 To takeoff the item we can double click on the item or press Enter when the desired item is highlighted The system will prompt you for a quantity for the item as demonstrated on the next screen Input a number and click on the Save button mre E 0005 Sut Wood 7 6 10 D O Sak wod 7 FIZ The item selected has been transferred to the estimate For our example takeoff a few more items in the same manner 26 We have now selected 4 items and have started building our estimate 1 Saad Wood Ta 4 10 2 Stud Wood Ta 4 12 3 Sua Woos Tat 10 I A isd a
62. n the Database screen and click on the Add icon on the top toolbar or go to the Edit menu and select Add Input a Division and Description and click on Save When you add new information to the master database structure to view the information you need to either close the database and reopen it or off the right mouse menu select the Refresh List option p2 1 General Requrements 6 2 2 Stework Division 17 E E 10 Specialties Description New Division g C 15 Mechanical H 16 Electrical 71 Adding Sub Divisions To add a Sub Division open the Database screen and click on the Add icon on the top toolbar or go to the Edit menu and select Add Select the Sub Division tab if it is not already selected Select a Division to add the new Sub Division into then input a Sub Division number and a Description Again when you add new information to the master database structure to view the information you need to either close the database and reopen it or off the right mouse menu select the Refresh List option Note When adding a new Sub Division you can select the Division before clicking on the Add icon and the software will automatically fill in the Division field on the Add screen m a 1 General Requirements H 2 Stework i 3 Concrete Division Sub Division Division 17 New Division SubDivision 1900 Description New Sub Division g Z 14 Conveying S d 15 Mechanical HH 16 Electrical
63. ner as the area described above The only difference is that you close or finish the area by selecting the Subtract button on the right mouse menu or digitizer menu When the area is subtracted all shading in its interior is removed Any remaining shaded area represents the net area after subtraction The value of the Area field is reduced by the subtracted area The perimeter of the subtracted area is added to the Length field 148 Doing a Length Takeoff To do a length takeoff from the takeoff page select the Length or Length Segment icon The Length mode can also be set by going to the Measure menu and selecting Length or selecting the Length button on the digitizer menu if you are using paper plans Length Icon Length Segment Icon The selected layer s measurement mode is indicated in the Measurement property in the navigation pane There is only one measurement mode per layer so if the selected mode already says Area or Count you will need to insert a new layer for this takeoff On Screen To start measuring a length on screen select the points with your mouse by pressing the left mouse button at each point As additional points are selected the lines are drawn on the screen in the shape of the length being measured To close or finish the length you can either double click your mouse or use the right mouse menu and select Close Measurement This action will cause the program to close the length and complete the measurement
64. nformation about the release date of the software 136 Toolbar The toolbar is displayed at the top of the screen directly under the menu bar A Foundation Footings 4 Print This option prints the current page information Print Preview This option prints a preview of the current page information Select This option changes the mouse pointer to select mode to access menus or measurements on the screen Area The Area option sets the software into Area Takeoff mode When this mode is activated measuring a series of points will create an area representing the points on the screen The area is closed by selecting the Close Measurement option on this menu or the right mouse menu You can also double click your mouse to close the measurement An area can also be subtracted by selecting the Subtract Measurement option Length The Length option sets the software into Linear Takeoff mode While in this mode points define a continuous line segment that is drawn on the screen The lines are ended by selecting the Close Measurement option on this menu Length Segment The Length Segment option sets the software into Linear Segment Takeoff mode While in this mode two points define a line segment that is drawn on the screen The lines are automatically closed when the second point is selected Count The Count option sets the software into Item Count mode In this mode items are counted by selecting points 137 Undo This
65. ntacts assigned to each estimate The details of each estimate has a client Project Manager and an Architect tab To access the estimate details screen from the Estimate menu select the Estimate Details option 4 Estimate Details Scope General Inclusions Exclusions Payments Actuals Client Project Manager Architect Contact Company Address City State Zip Phone Mobile Fax Email Notes Jack Smith Smith Development 100 Second Avenue San Diego C4 92121 858 450 3000 858 450 9010 115 Manufacturers The Manufacturer list is accessed through the View menu by selecting the Manufacturers option Manufacturers E Description F id g p i a f g l il a g il il i g lt 116 Assigning Manufacturers There can be a manufacturer assigned directly to each item The Details of each item has an Information tab where you can select a manufacturer from the main table item Details ltem 8025000 0085 Description Window Wood Double hung 6 to 10 sq ft Unt EA Cost Accounting Notes Infomation Attacheditems Substitution Misc Manufacturer Sub Contractor 117 Sub Contractors The Sub Contractors list contains all of the sub contractors that will be utilized in the estimates being created To open the Sub Contractors table form the View menu se
66. o remove Remove Sub Contractor Frameworks Genetti Concrete Master Mechanical Safety Electric v 58 Input bids from Sub Contractors To input bids that you have received from your sub contractors type the bid amount into the sub contractor line of the form See the following image for an explanation id Day Details Awaaz wiak Very Stowe High Quality Work fevenage wort 59 Selecting a Sub Contractor When you select a Sub Contractor with the upper right selection picklist the lower section will highlight the sub contractor as displayed in the following image The sub contractors bid will replace the cost of any items or assemblies you have assigned to this Wbs Bid Day Details Sescessbconoon T Quartty Urt Gerett Core Sent Corcre Cooper Cona 1 OL Sarasi Footing 4000 PSI 20300 Continucen Footing 3500 PS 4 0000 Std on Grade 1500 PSI 60 Adding a Bid Day Sub Contractor Item The Bid Day process requires that each Wbs contains one item marked as a Bid Day Sub Contractor To create a Bid Day Sub Contractor item simply check that option on the item details screen in the master database as displayed in the following image This does need to be done in the database and is not editable in an estimate Item Details Item 3022000 0005 Description Concrete Sub Contractor Cost Accounting Notes Information Attached Items Substitution Cost C
67. odes table from the View menu select the Accounting Codes option The Accounting Codes can also be accessed by selecting the Accounting icon from the Lists section of the Control Center Accounting Codes Description General Requirements Sitework Concrete Masonry Thermal and Moisture Doors and Windows Finishes Specialties Equipment Furnishings Special Construction Conveying Systems Mechanical Electrical 111 Assigning Accounting Codes The Accounting Codes are assigned directly to each item The details of each item has an Accounting tab where you can select codes from the main table item Details Notes Information Attacheditems Substitution Descipion Wood and Plastics 112 Contacts Database The Contact list contains all of the clients for which you will be creating estimates To open the Contacts table from the View menu select the Contacts option The Contacts can also be accessed by selecting the Contacts icon from the Navigation Pane Contacts Company Jones Construction 508 670 8000 Would Distribution Company 802 863 1700 802 863 1710 i i i Ul 1 i E B I 1 if i E i i I i lt 113 To access the details of a contact click on the Details icon or from the Edit menu select the Details option Contact Details ip San Diego CA 92121 e eses SOS _ E ae 114 Assigning Clients There can be many co
68. ontacts Proposal Setup Sub Contractors vendors Estimate Types Estimate Status Material Types Manufacturers Estimate Menu The Estimate menu contains many functions for fine tuning the estimate Sort Estimate Adjust Estimate and the Tag menu are only a few of the functions 16 17 Goto Line Ctrl G Sort Estimate Adjust Estimate Tag Menu View Summary Estimate Totals Recalculate Line Alternates Item List Estimate Details Tools Menu The Tools menu allows access to the Calculator the Takeoff module the Interface menu and the Options screen The Interface menu includes interfaces to various scheduling and pricing options The Options screen has accounting and CAD interfaces various update and database functions and a tab for general system setup Calculator Ctrl Q Takeoff Ctrl T Interface Options Window Menu Displays all of the open windows for quick access Also allows for the stacking of windows Close Ctrl F4 18 Help Menu The Help menu contains the complete user s manual the Register ProEst screen and the About ProEst screen to find out the release date and status of the system Register ProEst About ProEst Short Cut Menus The short cut menus are accessed with the right mouse button Depending on what screen is displayed press the right mouse button to access the short cut menu Toolbar The toolbar buttons can be used on all screens
69. ony DaDa Sumay CELI Etin Al Cout Types gt Vew by Wits Crean Cow Taraan Cont wain Hones lt Vem by Aissmbh t d Oura D gt View bp Abavas f 5 Olmi ies Com teow Law poe 1 tp View by Locsion Select the Division Price report and click on the Print button There are many reports in this list that can print everything from a Bill of Materials to an Estimate Summary report There is also a report designer used to generate any type of custom report 37 5 Working with an Estimate Screen Layout The Screen Layout is used to customize the estimate worksheet to view only the information you want displayed From the Edit menu select the Screen Layout option When the screen first comes up the selected columns list already displays the currently Selected Columns for the estimate sheet Screen Layout Available Columns Selected Columns Ea Takeoff Description Material Order __ Total Cost Material Unit Labor Order Labor Unit Sub Order Sub Unit Equip Order Equip Unit Other Order Other Unit Cost Markup Cancel To select columns from the Available Columns field double click on the field and it will be moved into the Selected Columns field like the picture above Click the Save button and the estimate sheet now has the columns that you selected 38 100 00 EA 243 18 amp or at 000 EA 420 180 527 13 100 00 Ea 590 26 1235619 700 EA 362 26 00 915 65 000 0 oF Wa A55 20 98 c
70. ost Link Conversion Rounding Unit Material None Labor Sub Contract E quipment Other C Quoted Itemf V Bid Day Sub Contractor 61 Material Substitution The Material Substitution option allows you to substitute one material type for another throughout an estimate by location or Wbs To access the Material Substitution screen from the Estimate menu select Adjust Estimate and then pick the Material Substitution option Material Substitution Select Description 01 Building One Current Material Type 2B C 03 Building Three New Material Type Galvanized Range Location Wbs The grid on the left allows you to select the location or Wbs that you want the material change to effect On the right you need to select the current material type and the new material type for the substitution The material types and substitutions need to be setup in the master database before this function will work properly 62 Database Setup for Substitutions In the master database each item has a substitution tab This tab contains items that are used when a material substitution is performed in an estimate The substitution process is done by material type substituting one item for another In the following image substitutions are already setup for both the Galvanized and PVC material types item Details Item 15002000 0025 Description Pipe Copper Type K w Fittings hangers amp v
71. ove Wall Saw Cut Concrete 6 8 Remove Wall Saw Cut Concrete 8 12 Concrete Slab Removal Concrete Mixer Day Full Sack Concrete Mixer Day 1 3 Sack Concrete Mixer Week Full Sack 0125 _ Conciete Mixer Week 1 3 Sack 173 matches found 168 Interface Microsoft Project To access the Microsoft Project interface from the Tools menu select Interface and then choose Microsoft Project The Microsoft Project interface provides a link between your estimate and the Microsoft Project scheduling software To use this interface you must be at the estimate list and not in an estimate Microsoft Project M Microsoft Project Interface Project Name S ample Estimata Path for Project File CAEST11 The Create Project button will automatically create the project and organize the project by Division Sub Division Location and Wbs The project will contain tasks and resources as well as budgeted costs to help track cash flow Note The estimate must be closed to use this interface 169 Primavera Contractor To access the Primavera Contractor interface from the Tools menu select Interface and then choose Primavera Contractor The Primavera Contractor interface provides a link between your estimate and the Primavera Contractor scheduling software To use this interface you must be in the estimate you want to export 4 Primavera Contractor gt PRIMAVERA CONTRACTOR Project ID Project Units Hou
72. ports to the screen a Microsoft Word document an Adobe PDF File and an Html file 196 Database Reports To print database reports click on the Print icon or from the File menu select the Print option To access these reports the estimates must be closed Repot Lit Print Options Accounting Codes amp O Print Assembly Database O Contact Database amp Preview Cost Table gt Division Database Microsoft Word Estimate List Adobe PDF Fil Estimate List by Architect ur O Adobe Ne Estimate List by Architect Summary E Html File Estimate List by Estimator Estimate List by Estimator Summary Estimate List by Project Manager Estimate List by Project Manager Summary Estimate List by Status Estimate List by Status Summary Estimate List by Type Estimate List by Type Summary Custom Reports 197 The ProEst software has many useful standard reports If there is a report you are trying to generate that does not exist on the Report List you can design a custom report To access the Report Designer screen open the Print window from within an estimate and click on the Design button Report List Accounting Codes Alternate Cost Alternate Price Alternate Summary Assembly Assembly with Notes Bid Day Details Bid Day Quotes Bid Day Summary Bill of Materials Division All Cost Types Division Cost Division Cost with Notes Division Price Division Price with Notes
73. r by Cubic Yard Cy TVOLUME TOMMO00 0015 Vapor baser Polyethylene SF AREA poooo nooo a gt 108 When you click on the List button you will be able to select the appropriate formula from the list Description gt 7 Roof Gable Framing g Grading 20 Volume 21 Spread Footing 23 Cylinder Volume 24 Excavation Volume 25 Trench Excavation 26 Continuous Footing 28 Concrete Wall 30 Masonry Wall 4 Blocks 31 Masonry Wall 6 Blocks 32 Masonry Wall 8 Blocks 33 Masonry Wall 10 Blocks 34 Masonry Wall 12 Blocks Save Save J Detais _ Clear _ Clear Cancel 109 After the formula has been assigned the variables from the formula are available through the picklist to the right of the Variable column Assembly Details Assembly 4 0200 Slab on Grade 3000 PS Unt SF Foemils 27 Slab on Grade em th Uri Vasable 3018000 0010 3000 PSI Concrete Ready Mex Cr VOLUME 30035000005 Rerforcing Wie Mesh 4 4 10 10 SF AREA 30170000025 Concrete Base Cosse Sand 3021000 0020 Concrete Labor by Cubic Yad Note When you build an assembly the first step is to select a formula When you start selecting items for your assembly you will be prompted at that point to select the variables for your assembly items 110 Accounting Codes The Accounting Codes are used to organize your estimate items by job cost organization found in your accounting software To open the Accounting C
74. rs Days FilePath C EST11 Input the Primavera Contractor Project ID and the Project Units Click on the Export button to transfer your estimate to the Primavera Contractor scheduling software 170 FastTrack Schedule To access the FastTrack Schedule interface from the Tools menu select Interface and then choose FastTrack Schedule The FastTrack interface provides a link between your estimate and the FastTrack Schedule software To use this interface you must be in the estimate you want to export Fast Track Z FastTrack Schedule 9 Project Units Hous Days Fie Path CAEST11 Browse Select the Project Units and click on the Export button to transfer your estimate to the FastTrack Schedule software 171 QuickBooks To access the QuickBooks interface from the Tools menu select Options On the Accounting tab select QuickBooks under the Accounting System list The QuickBooks interface provides a link between your estimate and the QuickBooks accounting software To use this interface you must be at the estimate list and have the desired estimate to export selected The QuickBooks accounting software also needs to be running to complete the export Options Accounting CAD i Update Database Setup Accounting System QuickBooks Start Interface 172 Click on the Start Interface button to launch the QuickBooks interface 4 QuickBooks QuickBooks
75. s IT mon vo ime 14 Conconte Baon Coros Send ee Cy tien 15 Concente Labar ty Cube Wind sana Cy no Bee IE Vapa tamer Poety rw s 2m 2269 17 Saat Weed Fe 400 75 FA xw mny 00 Pate Foo i Maton Leng ws Uu on aw 2a 19 Common Keh Pan usu uas 20 Gonn ewe Wa ts 1 SF Loet and Sos 1000 F 9 xo mn T Dye Semen Bow 100 fA mae 22 Jen Weed 2 10 vou no 2m7 22 Shesteg Row Pyood BM 100 SF T3 amw ima D Cnm Wale Gakrost t200 ue 6 1210 D Uraan 10 25 sa Do uxu E rge Conon 105 he pe SO oe Sare wss 0m Brees Bit gt Labor Hour 157 mae Our construction and software knowledge accompanied by input from our growing user base of leading construction firms has helped us set a new standard in estimating software technology and solidify our long term commitment to our customers Key Features This software is the latest in estimating software technology Our ProEst software is unmatched in its ability to increase an estimator s productivity and improve their takeoff accuracy Key features and benefits ProEst Lite Item Takeoffs Simple Assembly Takeoffs Automatically Calculate Markups Job Cost Accounting Interface Over 30 Standard Reports ProEst Standard Advanced Assembly Takeoffs Pre Built and Custom Formulas Locations for Organizing the Estimate Combined Item List for Quick Data Manipulation Cost Table for Updating Multiple Linked Items Edit Screen Layout to Display all Desired Columns Use Estimate Temp
76. s to the buttons on the side of the pen Setup Hardware o 1 Main function gt aad Digitizer Setup Locate Menu Pad Receiving application Custom Keys None Selected Custom Key 1 To assign a command select the button number and then choose the action under the Main Function drop down list When the Custom Keys portion of the screen is displayed press a digitizer button and notice that the corresponding button will depress on the screen The next step would be to select the appropriate function that gets assigned to that button 162 Print Options To print the current page from the File menu select the Print option The page will be printed to the default Windows printer You can also select the Printer icon off the main toolbar To preview the current page on the screen from the File menu select the Print Preview option The page will be printed to a preview window You can also select the Print Preview icon off the main toolbar Print Icon amp dit File Print amp Print Preview Measure Tools View Help Ctrl P Page Setup Exit 163 Page Setup To access the page setup from the File menu select the Page Setup option The General tab allows you to select a printer for the reports as well as setup paper size and various printing options Page Setup General Layout Select Printer MSERVER HP LaserJet 3050 Series PCL 6 Print S
77. sheet or layer highlighted the Properties section displays the available fields for editing Takeoff Foundation Bs Footings C Ml Slab E Wall Systems Plumbing Electrical Editing To add to the Takeoff Explorer from the Edit menu select Insert Sheet or Insert Layer These functions are also available off the right mouse menu when your cursor is over the Explorer Display all Layers To display all layers for the selected sheet from the Edit menu select the Display All Layers option This function is also available off the right mouse menu when your cursor is over the Explorer 140 Properties The Properties section displays all information for the selected sheet or layer This information includes the following fields when a layer is selected If a sheet is selected only the sheet properties are visible Properties Description Footings Measurement Area v Area 1 001 01 SF Length 146 59 LF Count Count Image v Color Fill Style Solid v Image Sample Blueprint tif e Line Style Solid v Line Labels False v Scale 1 8 Notes Description This displays the name for the selected sheet or layer Measurement This displays the measurement mode for the selected layer Area This displays the area dimension for the selected layer Length This displays the length dimension for the selected layer Count This displays the count quantity for the selected layer Count
78. t are approximately the shape of the curve As additional points are selected the line segments are drawn on the screen in the shape of the area being measured It is not necessary to return to the starting point to complete the area To close or finish the area you can either double click your mouse or use the right mouse menu and select Close Measurement This action will cause the program to close the area and shade the region it encloses Paper Plans To start measuring an area with paper plans digitize points around the perimeter of the drawing Curved line segments can be digitized as a series of short line segments that are approximately the shape of the curve As additional points are digitized line segments are drawn on the screen in the shape of the area being measured It is not necessary to return to the starting point to complete the area To close or finish the area select the Close button in the digitize section of the digitizer menu This action will cause the program to close the area and shade the region it encloses 147 OMER ESIE logh 1204 LE Takeoff Totals The area is added to the total that is displayed in the Area field of the status bar at the bottom of the screen and in the Properties Area and Length fields The perimeter of the area is added to the Length field of the status bar Removing an Area A negative area or smaller region that is removed from the interior of an area is taken off in the same man
79. ter database structure to view the information you need to either close the database and reopen it or off the right mouse menu select the Refresh List option PE 1 Spread Footings H T 2 Continuous Footings 6 5 3 Wal Cast In 88 Adding Assemblies To add an Assembly to the database open the Database screen and click on the Add icon on the top toolbar or go to the Edit menu and select Add Select the Assembly tab if it is not already selected Select a Division and input an Assembly and a Description Click on the Save button to add the new assembly Note When adding a new assembly you can select the Division before clicking on the Add icon and the software will automatically fill in the Division field on the Add screen Database H 2 1 Spread Footings 5 2 Continuous Footings gE 3 Walle Cast In Division 12 New Division Assembly 100 Desciiption New Concrete Assembly 89 The Assembly Details screen appears and is ready to add items The first step is to select the Formula for the assembly if one is necessary In our example we select Formula 27 Slab on Grade If a Formula is not selected the assembly items can only have set quantities Assembly Details Assembly 120100 New Concrete Assembiy v gt Click on the Items button to select the items for the assembly Assembly Details Assembly 12 0100 New Conceste Arcembly Unt SF Forda 27
80. the Clear button on the Network Setup Screen 192 Maintenance The Maintenance screen is used to backup estimate files and restore previously backed up files To open the Maintenance screen select the Update Estimates icon from the Tools section of the Control Center The Tools section is only available when the estimate list is displayed Backup To backup files first select the Backup option You can backup individual estimates or all data files The next step is to select the Backup To location which is the destination for the files To start the backup process click on the Backup button on the bottom of the screen Maintenance Backup Restore Import Backup Options Backup Estimate 1 Carmel Office Plaza It Backup All Files Backup To CAESTINDATA on 193 Restore To restore files first select the Restore option You can restore individual estimates or all data files The next step is to select the Restore From location which is where the files are currently stored To start the restore process click on the Restore button on the bottom of the screen Maintenance Backiip Restore Options Restore Estimate 1 Carmel Office Plaza Restore All Files Restore From CAESTINDATA Er 194 Import To import ProEst estimates first select the Import option Type in the estimate number and description To start the import process
81. the Control Center The Tools section is only available when the estimate list is displayed To update multiple estimates tag the desired estimates and click on the Update All Costs button on the bottom of the screen Update Estimates Description Job Type 1 Carmel Office Plaza Commercial 2 Johnson Residence Residential 4 Sample Estimate Commercial Update All Costs 189 Database Utility The ProEst Database Utility is accessed by selecting the Database Utility icon that was created upon installation of the program The utility will go through your data and rebuild or fix any problems with the data Note It is very important that no other users are in the system before accessing the Database Utility ProEst Database Utility Rebuild Databases Copy Database Rebuild Estimates Rebuild Databases This will rebuild all of your data files the Database Accounting Codes Assemblies Locations Vendors Cost Table and Formulas Rebuild Estimate This will rebuild a single estimate You can select the estimate to rebuild from the list of estimates Copy Database This will copy a database from the data path location to a new user definable location Data Path The directory or location of the data click on the browse button to find the directory 190 Network Setup The network version of ProEst estimating will allow multiple users to create estimates using the same master database The data
82. ting an estimate it may need to be exported to another application You might want to transfer the estimate s information to a scheduling or accounting product To access the Export screen with an estimate open select the Estimate menu and choose the Export option 4 Export Estimate Available Columns Selected Columns Takeoff Description Location EE ltem Misc Material Labor Sub Equipment Other Material Order Material Unit Total Material Labor Order Lab Unit Total Labor Sub Order Sub Unit A v File Type Microsoft Excel w Filter None v File Path C EST11 Available Columns This list contains all of the possible fields for export To select fields double click on the field name or drag and drop the field name into the Selected Fields Column Selected Columns Lists all of the fields that you have selected 185 File Type The type of export files that can be created It can be a delimited text file a DBF file or a Microsoft Excel file File Path The path or directory where the export files will be created Filter This option filters the data You can export only the material items if desired Click on the Export button to create the file 186 Changing Databases To access the Data Path screen from the File menu select the Data Path option The estimate needs to be closed to access this screen 4 Data Path Description Path Residential
83. to access information The toolbar stays constant throughout the system The toolbar options will be referenced throughout this manual ff Home Home accesses the estimate list dt New creates a new estimate deb Save Save saves all data files to the hard drive Print prints reports for the estimates and all data tables Preview previews the reports to the screen E Database Database access the master database including Items and Assemblies 19 amp Add adds an entry to the table currently selected amp Delete deletes an entry from the table currently selected hn Details view detailed information about the current table entry La Takeoff accesses the Takeoff module B Calculator access the system calculator for mathematic calculations C Find finds an entry in the current table A Help accesses the complete Help system 20 4 Quick Start Tutorials Adding a New Estimate Select the Home icon to start from the estimate list Ace Convent DONO ECE J Ache Retisental oao 123 028 A 21 22 Next click on the New icon or from the File menu select New Estimate Bet Date 1 Carnet Otice Placa Corrratia DOLOT 190 J sone Hone Retitental owoaor 123 038 The next sequential estimate number will automatically be added Input a description for the estimate The estimate template allows you to use any previously built estimate as a template for the estimate you are adding An area
84. to input various dimensions for the formula To access the details of the highlighted formula select the Details icon or from the Edit menu select the Details option Formula 1 Area LENGTH WIDTH AREA LENGTH WIDTH 103 To test the formula click on the Test button and the following window appears gt Formula 1 Area LENGTH LF WIDTH LF AREA SF LENGTH WIDTH Test Formula The Formulas can also use the following functions SQRT Expression Returns the square root of a numeric expression INT Expression Returns the integer portion of a numeric expression MAX Expression1 Expression2 Returns the maximum value out of Expression and Expression2 MIN Expression1 Expression2 Returns the minimum value out of Expression and Expression2 ABS Expression Returns the absolute value of the specified numeric expression 104 ROUND Expression Returns a numeric expression rounded to a specific number of decimal places CEILING Expression Returns a numeric expression rounded to the next highest number 105 Assigning a Formula to an Item To assign a formula to an item in the database access the Item Details screen After you assign a formula you will be prompted to fill in the formula dimensions when you takeoff the item To assign a formula to an item from the Item Details Information tab select the appropriate formula The formula 20 Volume is selected below for this concrete item Ite
85. ud Wood Tat 1r 000 EA 420 180 3 ana woa Fx 6 10 100 00 EA 590 26 00 Now the items all have quantities and are ready to be taken off to the estimate After reviewing the items in the assembly click on the Save button to transfer the assembly into the estimate 1 Shad Wood Fx 6 10 343 2 aut moot 246 17 w 3 Sna woos 746 10 90 30 380 www Now the items from the assembly are in the estimate 31 1 Stud Wood Ta 4 10 DI sean Woe T3017 3 S839 Wood rae 10 4 Shu0 Wood Fx 12 32 33 Adding Markups to the Estimate There are many markups that can be applied to the estimate The markup types are Cost markups and Price markups as well as applying a Bond to the estimate To access the Markups screen select the Markups icon from the Control Center or the Markup option off the View menu There are three tabs on the Markups screen that can be adjusted for the estimate The Cost tab holds the tax and burden percentages and can be entered per cost type Getimate g astetan Cescepoon Guaraty Urat Matorial Labor Total Coit Cost Type Tout g t sa Wood Ta 4 10 10090 EA 343 188 ori at Mema naus gp 2 Stud Wood Tat Ir 5000 EA 420 180 527 1 lite am J Stud Wood Tat 10 100 00 EA 590 0 aN SubLortacs 4 Stud Wood 7 6 17 70 00 EA 362 28 00 91565 Eoaonent B tan El w Aj Cortada O Alewser D imu 00 313 Uw 475 2 CY 3200 1 051 of p20
86. wbs Y Alternate 01 Alternate v 52 To view the Alternate list from the Control Center with an estimate opened click on the Alternates Icon You can also access the Alternates by selecting the Alternates option off the Estimate menu 4 Alternates Selected Description Base Estimate 58 989 81 01 Alternate 54 335 23 03 Alternate 17 907 72 p fi i i a i m f y li i A fi i E lt 53 Tag Items The Tag column on the estimate sheet allows you to mark items and make changes to only the tagged items To access all of the tag options from the Estimate menu select the Tag menu Tag All Tags all of the items in the estimate Untag All Untags all of the items in the estimate Delete Tag Deletes all of the tagged items in the estimate Begin Tag Tags items from the position of the cursor through the end of the estimate End Tag Clears all of the tagged items below the position of the cursor Flip Tag Reverses the tagged and untagged items Copy Tag Copies the tagged items Move Tag Moves the tagged items and puts them at the cursors location Assign Location Assigns a location to the tagged items in the estimate Assign Wbs Assigns a Wbs to the tagged items in the estimate Assign Alternates Assigns an alternate to the tagged items in the estimate 54 Bid Day The Bid Day module allows you to input multiple sub contractors bidding on an estimate and analyz
87. x O17 9 z300 osos 7 Thermal and Mottin e 9 Vapor barter Porethrine 29 2009 3 2750 View be h Dron Vew by Loowton Veew by Whe O View by Amh View by Atorate O Verda You can also double click on the column headings in the estimate to change the sort order 48 Adjust Estimate Change Items Allows you to change multiple items throughout the estimate You can change any field associated with an item Change Change Criteria Material Cost O Allltems Tagged Items Restore Items to Database Restores item information from the estimate items back to the master database Update Items from Database Updates the estimate items with the current item information from the master database Currency Conversion Converts the estimate from one currency to another Unit Conversion Converts between Imperial and Metric systems Unit Conversion impel al inil a Cubic Yards Ra 2 7646 Cubic Meters comet a TN a 0 9070 Metric Ton MT w tro Cn O 0 1 0000 ms CD y S en fa 198m f _ t mesm s w _ a Tagged Items Convert to Metric Convert to Imperial Reorder Number Lines Renumbers the takeoff sequence number 49 50 Item Markups Markups are assigned at the item level The item markups can be adjusted by Division Sub Division Location and Wbs item Markups Division 1 General Requirements la Markup 12 Note

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