"Getting Started" guide
Contents
1. Use the toolbar to open a project or database CAFS NUM IHS To Open an Estimate 1 Choose File gt Open and select Project Database from the submenu The Open Database dialog appears displaying the sample projects that were installed with the software 2 Select the Fire Station Sample Project and click Open BSD CostLink AE opens the project and displays it in its own database window that is a window within the BSD CostLink AE main window BSD CostLink AE Evaluation Notes BSD CostLink AE Eile Edit View Tree Insert LinkMan Tools Window Help Ose SRO Mr eX FSSE DA m i te amalg f Fire Station Sample Project FIRE STATION SITEWORK Go FIRE STATION gt SEES H E SHELL H E INTERIORS H E SERVICES EF Unassigned Description Quantity UM Unit Cost Bare Cost P FOUNDATIONS 19 155 00 SF 127 296 43 137 508 Sheet contains 0 Tasks CAPS NUM INS This is the default window setup for BSD CostLink AE The top panel is called the tree panel and the panel at the bottom is called the sheet panel Definitions The tree panel shows the hierarchical organization of the project or other database You can expand and collapse the tree to see different levels of the database structure and you can apply a number of other configuration controls as described below The folders shown in the tree panel represent different categories of work within the project or other database2. Stack windows in cascade Arrange the windows in cascade fashion Showing Costs in the Tree Panel You also have the option of showing costs for each folder in the tree panel These costs are the summarized costs for all tasks contained in that folder To show cost information choose Show Data in Tree on the Tree menu The BSD CostLink AE display now looks like this BSD Costlink AE Fire Station Sample Project dal File Edit View Tree Insert LinkMan Tools Window Help Daee haW Mm gt tae x FSS A 2h aQeanes Fire Station Sample Project 2007 16 Fire Station Sample Project 3 1 BUILDING E4 4 SUBSTRUCTURE E4 410 FOUNDATIONS E 1010 Standard Foundations E4 1030 Slab on Grade E4 E SHELL E4 B10 SUPERSTRUCTURE E4 B20 EXTERIOR CLOSURE E4 B30 ROOFING 3010 Foot Coverings F C INTERIORS EF D SERVICES G SITEWORK Sh 2 4d miscellaneous wood blocking to wood construction Quantity WOM Cost To Prime 18 755 00 18 755 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 18 155 00 5 00 ACR Sourc Description Qatity UI 1 10 MBF 3 293 10 2 430 536 2 052 103 156 181 156 181 25 512 160 670 705 058 205 120 405 07 32 561 32 561 336 643 523 420 306 453 Base Cost 3 629 Project Cost 3 464 517 2 915 497 264 515 264 515 36 246 220 269 1 002 839 291 422 als 131 646 131 646 470 2
3. You can define a project with any number of levels of hierarchy so that a given folder may have many folders or children beneath it and some levels of folders parents above it The sheet panel is used to display and edit project data In the project hierarchy the items listed in the sheet panel are always located one level below the folder currently selected in the tree panel The items in the sheet panel can either be folders or tasks Tasks represent the estimated cost information for pieces of a project Expanding and Collapsing the Tree You can control the display of data in the tree panel in a number of ways Try the following e Click on the plus sign on any folder shown in the tree panel The view expands to show the next level down BSD CostLink AE Evaluation Notes e Click on the minus sign to bring the folder back to its original view You can also the tree menu to expand all folders in the project or just one branch Arranging Panels and Windows The View Menu contains additional functions for controlling the display You can arrange the panels vertically or horizontally When you have more than one database window open in BSD CostLink AE you can use the following toolbar buttons to arrange them Click on the following buttons Equivalent commands are located on the Window menu Tile windows vertically Arrange the windows side by side Tile windows horizontally Arrange all open windows one atop the other
4. 8 1 169 863 549 020 m taara 4 751 Membrane Waterproofing fiberglass fabric black SM DAD mesh 4000 80 20 59 023 765 1087 oe coal tar pitch gravel 4 plies 15H tarred felt 18 901 00 2 96 55 577 51 520 73 764 a6 Insulation rigid roof deck fiberboard high density 986 00 19 37 19 100 17748 2521 0 tE 472 6 013 0 54 ee aluminum rectangular 3 x 4 enameled 142 00 7 68 1 090 41 013 41 439 1 Sheet contains 7 Tasks N BSD CostLink AE Evaluation Notes Forms In addition to the tree and sheet panels BSD CostLink AE can display detailed information about each folder and task on a form You can use forms to both view and edit information Folder Forms Item forms for folders show descriptive information about the category that the folder represents In an estimate the folder item form also shows the summary of cost information for that category To view folder item forms 1 Click on Tree gt Expand All 2 Inthe tree panel select the SUBSTRUCTURE folder 3 Click the Open item form on the tree panel button on the toolbar El The folder form opens a Folders for Fire Station sample Project General Folder Definition Tag a Title nn Oty amp UOM 19 155 0 SF f Use Quantity Entered Use MS Excel Value ti f Use excel Value times 4 f Use Parent Quantity tines Cost Summary Uit Cost Extended Insert 1 Lock Back Next Close 4
5. BSD CostLink AE Evaluation Notes Welcome Welcome to a cost estimating package specifically designed for architects and engineers BSD CostLink AE is a subscription service that includes annually updated cost data from industry leader RS Means CostLink AE combines unlimited telephone support and regular software updates with over 11 000 systems and assemblies 77 building cost models 25 of which are available as Green models 24 500 line items and cost indices for over 930 U S and Canadian locations in a single subscription You construct an estimate in CostLink AE either by starting with one of the building cost models or by using drag drop or copy paste of entire building systems assemblies and line items into a project hierarchy either pre defined or constructed on the fly AE makes it easy to place project and data windows side by side assigning cost items to appropriate project elements If you start with one of the building cost models you can select the exterior closure input the building area and perimeter select appropriate additives and quickly generate a budget estimate You can scrutinize any or all of the assemblies and line items that make up that model estimate and substitute other RS Means assemblies or line items modify any of them or add others The model generated estimate can be refined right up until contract documents are issued so there should be no surprises when the bids are submitted The system includ
6. Notice the buttons at the bottom of the form Click the Next button The item form changes to display information for the next folder on the tree panel FOUNDATIONS 5 Click the Next and Back buttons to move through display of the folder item forms When you are ready click Close BSD CostLink AE Evaluation Notes Task Forms Tasks forms show descriptive and detailed cost information about tasks To view task forms 1 Inthe tree panel select the Strip Footings Folder 2 form In the sheet panel double click on the one task under this folder called Strip footing concrete reinforced load 11 1 KLF soil bearing capacity 6 KSF 12 deep x 24 wide This will open the task Note There are two additional ways to display task forms Context menus first click the right mouse button on the item in the sheet panel Then from the context menu that appears select Edit Item The task item form appears Using the View menu click on Sheet Items Form or use the Sheet Items form icon on the Toolbar q Tasks for Fire Station Sample Project General AIOIO1102 700 a footing concrete reinforced load 11 1 ELF sail pane ien RSF 12 saad 24 wide Description Quantity 580 0 LF Task Type Assembly E SM 410101102700 f Use Quantity Entered f Use MS Excel Value Times f Use Parent Quantity Times m Area per Window Task Cost aka saor i Ened Insert Lock Notice that the task
7. UBSTRA E SHELL H E INTERIORS SERVICES a Unassigned Showing All Data on One Tab You can choose to show all of the data in the project on a single tab Select Tree gt Use Single Tab to accomplish this The project window now looks like this Fire Station Sample Project H E SITEWORE C9 Unassigned Showing multiple tabs is useful in complex estimates For now return to the default view by choosing Tree gt Use Single Tab again BSD CostLink AE Evaluation Notes A Look at the Cost Data 1 On the BSD CostLink AE toolbar click the Open Assembly Resource Window BSD CostLink AE opens the assemblies resource view in its own window BSD CostLink AE File Edit View Tree Insert LinkMan Tools Window Help Dee SRR M gt Rex FSBO aG tm aQanse Fire Station Sample Project Fire Station Sample Project lt Assemblies from 2007 Means AE Assemblies 5 0 Substructure Shell Interiors Services Equipment amp Furnishings Special Construction Building Sitework Models Assemblies wa Substructure H E 10 Foundations H E 20 Basement Construction E Unassigned 10 Foundations o o o y S C CostLink AE Projects Fire Station Sample Project MPJ if CAPS NUM INS 13 34 3 For a better view click the maximize button in the upper right of the window Click Here ile Es al The RS Means assemblies data is displayed with multiple tabs one for each of the Uniformat Syst
8. ar and Menu Reference appa toolmenu pdf Appendix B RS Means Abbreviations appb abbreviations pdf Index index pdf Technical Support Your subscription to BSD CostLink AE includes unlimited technical support In order for you to fully evaluate the product we encourage you to evaluate our excellent product support team They can be reached by phone fax or email and are available Monday Friday 8 30 am to 5 30 pm Eastern time zone In the event that all support staff are engaged please leave a message and your call will be returned promptly Direct Line 800 266 7732 or 404 365 9226 Fax 404 365 8912 Email see the Contact Us section on the BSD Website Internet home page at hittp www bsdsoftlink com for new product development and other news BSD CostLink AE Evaluation Notes Installation Recommended Configuration For the most current information on our hardware and software recommendations see the Installation Instructions document available from our Download Center Installing BSD CostLink AE For the most current information on installing CostLink AE see the Installation Instructions document available from our Download Center BSD CostLink AE Evaluation Notes CostLink AE Overview Panels and Windows Opening an Estimate When you first start BSD CostLink AE the program opens with an empty window BSD CostLink AE loj x File Help D co So Ga dh l y lella ee S S a Sm e e
9. ems which are used to organize the data 4 Using the navigation techniques you ve learned so far soend some time exploring the RS Means Assemblies e Click on different tabs to view different parts of the database e Expand and collapse the tree to view data at different levels of the hierarchy e Examine some assemblies by opening the Item form in the Sheet with an assembly selected 5 Close any item forms so that only the tree and sheet panels are displayed Now click the Tile windows vertically button m on the BSD CostLink AE toolbar If you are still displaying the data in the project Tree panel you may want to turn it off 10 BSD CostLink AE Evaluation Notes BSD CostLink AE displays the Project and Assemblies windows side by side This arrangement is useful when you are copying tasks from one database to another especially when using drag and drop 6 To close the Assemblies click the close button LI in the upper right corner of the window Click the maximize button E to maximize the Fire Station Sample Project Database window Reports BSD CostLink AE provides clean reports for presentation to clients The Summary report can display costs at the folder level you choose A Detailed Estimate is also available to itemize the assemblies and line items in your project Click on the File gt Reports Setup to choose and format your reports See Chapter 07 reports pdf in the AE User Manual for more information on formatt
10. es templates for Uniformat Il MasterFormat both 95 and 2004 and a User Defined hierarchy as well as sample projects A tab on the Summary Info dialog box allows you to choose a location simply select your state and city for automatic adjustment of your estimate and you can also accept or modify prime contractor markups and sales tax values The same tab lets you assign percentage markups for other costs such as contingency escalation and architect s fees The RS Means data included with your subscription provides installed costs that encompass all labor materials equipment and subcontractor overhead and profit RS Means data Is structured in intuitive hierarchies just like the books Uniformat II for building systems and assemblies the 2004 MasterFormat divisions with breakdown for individual line items Use the Find feature to locate any title assembly or line item regardless of hierarchy Simple but powerful report formatting and presentation lets you choose and format your reports in a variety of ways Each report can either include markups in the individual line items or summarize markups at the end of the report it s your choice And you can choose the level of summarization include or exclude a percent of total column unit cost column quantity column and even the total cost column You can also specify a report title and footer apply your company s logo to the report and choose whether to include notes in the report AE let
11. form has more information than the folder form Since the task is an assembly the Assembly Members grid of the form displays the RS Means line items that make up this assembly Click Close to close the task form Assembly Members Quantity Units Total Cost uams CLP concrete forme footing continuous wall plywood 4 use includes erecting bracing stripping and cleaning CLP concrete forme footing keyway tapered wood 2 46 4 use includes erecting bracing stripping and cleaning Reinforcing steel in place footings 4 to 7 Fe0 00 ABTS grade 60 incl labor for accessories excl 1 740 00 LB material for accessories Reinforcing steel in place dowels deformed 2 long 4 A615 grade 60 ene 42 86 4903 41 42 86 314 22 Structural concrete ready mis normal weight 3000 pst includes local aggregate sand portland cement and water excludes all additives and treatments Structural concrete placing continuous footing shallow direct chute includes vibrating excludes material Back Next Close BSD CostLink AE Evaluation Notes Tabs By default BSD CostLink AE shows the level 1 Folders of the project hierarchy on separate tabs within the project window The Fire Station Sample Project for example has two folders at the top level one for the fire station and one for Sitework Each of these divisions of the estimate is shown on a separate tab FIRE STATION SITEWORK H E S
12. ing and printing reports Starting a Project Using a Model You are now ready to start a sample project using a model You may already have an existing cost estimate that you would like to try to replicate in AE Chapter 2 of the BSD CostLink AE User Manual walks you through the steps of starting a project from a model copying assemblies and line items into your project applying markups and creating reports It is suggested that you print this chapter before continuing your evaluation 11
13. s you annotate any or every line of your cost estimate Reports can then be printed or exported to a number of formats including PDF Excel and Word We know you will be pleased with BSD CostLink AE both with your initial release and the ongoing subscription updates that hallmark our other successful products We look forward to your productive use of CostLink AE and as always we welcome your feedback BSD CostLink AE Evaluation Notes E Learning about BSD CostLink AE CostLink AE is designed to be as intuitive as possible If you are familiar with other Windows programs it should be easy to learn CostLink AE s basic operations and data navigation On Line Help On line Help will get you answers fast without having to read through a lot of instructions Press F1 to bring up the on line Help User Manual The BSD CostLink AE User Manual is available for download from our Download Center Check out the table of contents and the index for more detailed topics User Manual Title Page cover pdf Table of Contents contents pdf Preface preface paf Chapter 1 Introduction 01 introduction pdf Chapter 2 Tutorial 02 tutorial pdf Chapter 3 About the CostLink AE Display 03 display pdf Chapter 4 Project Tasks and Markups 04 project pdf Chapter 5 Reports 05 reports pdf Chapter 6 Tools and Techniques 06 tooltech pdf Chapter 7 Linking to Excel 07 linking pdf Installation Installation Instructions AEInstallation pdf Appendix A Toolb
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