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PROBILL — Evaluation Pack - Procon Construction Systems

1. Part B Tutorial Page B 10 PROBILL User Manual Creating a Contract in much the same way as in single line fields Hit for HELP on the extended editing and formatting functions Then Esc ape from HELP and enter the following notes Materials on Site paid at 100 of cost Establishment items paid to 90 when work commences The NOTEPAD can be used for many purposes as a reminder of special payment provisions to record problems encountered as a convenient way of appending tickler notes to reports sent to people involved in the contract or as a job diary or aide memoire Press to save the NOTEPAD and close the window Markup or Discount Bypass the Markup Discount field This is rarely used in construction contracts It applies a general percentage increase or decrease to the calculated amounts payable Retention Rate The contract has a retentionrate of 10 so enter 10 in this field Retention or holdback is an amount of money withheld from progress payments until the project is satisfactorily completed Maximum Retention The total retention is also capped at 5 of the approved contract value so key 5 in the Maximum Retention field If a Maximum Retention is specified it is usually as a percentage or dollar amount or both hence the two fields on this line PROBILL can also handle much more complex formulae See Appendix 4 for more details Press to RECORD th
2. Laser Printer No Printer No Printer Selected Wide Paper Yes Lines Page NG DECIMAL Control Codes for PRINT operation Initialisation codes Set PICA pitch Set ELITE pitch Set CONDENSED pitch START BOLD printing END BOLD printing F2 record F10 cancel F4 bring fwd F3 blank fld Tl PgUp top PgDn bottom Header appears on printed reports CAP NUM The first box called a field is for the standard Report Header Other fields allow you to specify the type of printer and size of paper you are using While you may not have to change most of these values we will practice moving through the fields requesting help and editing field contents Moving from Field to Field Move around the screen as you did with the menu using J f PgUp and PgDn The Enter or Tab key moves the cursor to the next field Fields are originally solid white but open up and show sidebars once accessed To catch your attention the active field the one containing the cursor has highlighted sidebars Part B Tutorial Page B 3 PROBILL User Manual Customising PROBILL Field Information Messages As you move from field to field you will notice that specific information appears on the bottom line Press to return to the first field the Report Header Help System F1 is always the HELP key Press it to obtain help with the current field A window of information on the Report Header field appears in
3. PROBILL Evaluation Pack This evaluation pack will assist you in assessing PROBILL prior to purchasing a full user licence The cost of the pack will be credited against the cost of any PROCON software licence purchased within the following 90 days Any commercial use of the evaluation system or attempt to copy transfer adapt or reproduce the code displays or ideas contained within the program contravenes the licence purchase agreement and will cause material damage to PROCON Construction Systems The evaluation program has a number of restrictions and capacity limitations These are e It is useable for 90 days only e Fach job you enter may be accessed only SIX times e Report header cannot be changed e Capacity is limited to the tutorial size e Digitiser use can only be simulated Install the evaluation system on your hard disk by placing the program disk in drive A then change to drive A by typing A Enter Then type TNSITAOO and follow the directions PROBILL User Manual Preamble Part B Tutorial Preamble If you have not yet installed PROBILL on your harddisk read Getting Started in Appendix 1 If you have the DIGITIZER version of the program you should also read the digitizer installation instructions in Appendix 11 If you have not viewed the PROCON slide show DEMONSTRATION program describing PROBILL you may wish to look at it before starting the tutorial Runn
4. To do this hit F6 the SELECT key or the left mouse button A small picklist opens near the field and lists all valid choices for this field It looks like this Hit Esc ape to remove the list without changing the field s contents The setting should always be left at PRN if your printer is connected to the standard parallel port or if a serial port has been configured to emulate the parallel port Don t know what a device is It really doesn t matter PROBILL can direct reports to printers on different devices or ports PRN almost always works and is usually the best setting Press or the right mouse button to move on to the Laser Printer field Laser Printers Hit to pop up a picklist A trivial list when there are only two choices But it illustrates the point that a picklist is always available from fields offering a limited range of choices You may choose from these simple lists in several ways The first letter of a choice from the highlight down selects it So you can still select Yes by pressing Y The Part B Tutorial Page B 5 PROBILL User Manual Customising PROBILL highlight can be moved with and f and reposition the window itself Pressing Enter or the right mouse button transfers your choice into the field and removes the window Escjape or pressing the left and right mouse buttons together cancels the function If you are using an HP Laserjet com
5. Select CONTRACT DATA leave the More Reports choice set to N o and press again PROBILL prints the two reports Check the BILL BREAKDOWN totals and subtotals against the figures given on page 1 of Appendix B If any item quantities or rates are incorrect return to Change Items mode and correct them before proceeding further Report Formatting Options Return to the Print Reports screen Report content may be restricted and the items may be sorted or left in their original order Reports sort by item code within sections and by section code within groups Groups sort by group code and page breaks occur on each new group See Appendix B in Part D for some sample reports The other field choices are described in detail under Print Reports page C 29 in Part C of the manual Normally you would accept most of the default values Print a MEASURE INPUT report This is a worksheet or turnaround document that simplifies the task of recording and agreeing progress on the contract Exit to DOS Esc and Y or just It is time to cover program exit and entry procedures Press Esc A prompt appears asking you to confirm that you do wish to exit Hit Y es The Dos prompt reappears Queries of this type may be answered positively with Y y or 1 or negatively with N n 0 or Esc The default reply may also be toggled with the arrow keys the or the mouse You may also exit directly to Dos with or Alt F4 C
6. popup a JOTTER which is specific to the current contract or if no job is being worked on just the PROBILL installation Get rid of your paper scratch pads and use the JOTTER while working through the tutorial Record telephone messages use it as an aide memoire etc Timestamping Notes Att T inserts the time and date in the JOTTER or NOTEPAD text so you may timestamp telephone messages records of field work etc CALENDAR AIt or While exploring these system wide facilities also take a look at the built in CALENDAR Alt will popup a calendar for the current month This is accessible even from inside the JOTTER all PROCON tools can be overlaid one on another The arrow keys allow you to move through the months and years Clearing your desk of calendars and other myriad scraps of paper makes it easier to find that other ubiquitous desktop tool the calculator Discarding it for something more flexible and powerful would be even better PROCALC Formula Evaluator Alt or PROBILL has a built in arithmetic expression evaluator PROCALC with capabilities far surpassing any desktop calculator and more flexibility and convenience than any spreadsheet Alt produces an input field into which arithmetic formulae may be entered Formulae can include parentheses user variables trigonometric power logarithmic logical date time and other expressions as well as specific takeoff fu
7. CHANNEL EXCAVATION OVER 4m 19000 m3 18000 m3 94 31JUL94 TREE CLEARING 14 573 14 573 100 31JUL94 DEMOLITION amp GRUBBING A 31JUL94 6 Items Printed 3 07pm 2AUG94 PROBILL CONTRACT BILLING SYSTEM Page 2 Billing to 31JUL94 MEASURE INPUT Billing No 2 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted Group G2 BUILDING WORK Item Final Quantity UPDATED Percent Rec Last Item No Item Description Quantity Todate QUANTITY Comp No Update Complete 1 PLUMBING STORM DRAINAGE 100mm 366 8 LM 84 91 9 31JUL94 STORM DRAINAGE 150mm 655 LM 100 00 10 31JUL94 A220 STORM DRAINAGE 200mm 100 00 11 31JUL94 Section AG E EEE H Section 2 ELECTRICAL Q4 10 NOMINATED SUBCONTRACT A 31 62 12 31JUL94 HAHAAHA AHAHAHA AHAHAHAHA AAAH Section 3 LANDSCAPING 100 TOPSOILING 63400 m2 200 HYDRO SEEDING 576000 m2 Worksheet for Final Certificate Page 3 of 5 Printed 3 07pm 2AUG94 PROBILL CONTRACT BILLING SYSTEM Page 3 Billing to 31JUL94 MEASURE INPUT Billing No 2 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted MATERIALS ON SITE Final Quantity UPDATED Percent Rec Last Item Quantity Todate QUANTITY Comp No Update Complete 1 PLUMBING MATERIAL Storm drainage pipe 100mm 0 LM 30 LM LM 18 31JUL94 Materials on site items always have ZERO Contract quantity The job starts with no MOS and ends up with no MOS MOS items can be measured in various ways Where practical a physical measure LM Tn
8. Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted Group M MATERIALS ON SITE Item Final Quantity UPDATED Percent Rec Last Item No Item Description Quantity Todate QUANTITY Comp No Update Complete Section 1 PLUMBING MATERIAL 1 Storm drainage pipe 100mm 30JUN94 99 Pipe fittings 30JUN94 Worksheet for Billing No 2 Page 4 of 4 Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 4 Billing to 30JUN94 MEASURE INPUT Billing No 1 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted vo VARIATION ORDERS Final Quantity UPDATED Percent Rec Last Item Item Description Quantity Todate QUANTITY Comp No Update Complete Revised Drainage Drg 2003 Rev 4 1 LS 1 LS 30JUN94 Invert level of manhole 121 lowered to avoid existing gasmain Contractor s Field Memo 11722 of 15 6 94 refers Authorised and payment approved on Variation Record VR001 VR002 Deduct for failed density tests 45 EA 45 EA 62 EA 100 00 30JUN94 FINAL 62 The contractor has to pay the cost of repeat testing whenever a compaction density test fails See Special Conditions X 12 para 14 Grader Rental 500 Hr 112 5 Hr 249 Hr 22 50 30JUN94 APPENDIX B Reports Page B 6 PROBILL Contract Billing System Sample Reports Escalation Calculation Report for Period Ending 31 July 1994 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE ESCALATION DETAILS for Period 1 Component LABOUR Period To 1 30JUN94 2 31JUL94 Cu
9. and amend other indices that have changed from Preliminary to Final The latest indices are Period Date Labour Plant Material BASE Index Base 17MAR94 18 210F 1173 2F 128 90F CURRENT Index 1 15JUN94 18 210F 1169 7F 134 37F CURRENT Index 2 16JUL94 19 180F 1186 3F 137 88F CURRENT Index 3 17AUG94 19 755F 1204 0F 140 45P Note that PROBILL adjusts the period quantity on earlier escalation items The quantity todate always covers the total period escalation Print the BILLING TODATE You will be asked if this is a Final Certificate Confirm that it is and the billing will show the release of retention Now that you have completed the tutorial read the Part C Reference section for more detailed information on PROBILL s capabilities Part B Tutorial Page B 31 PROBILL User Manual Tutorial Data Schedule of Rates Project BULLAMAKANKA DAM TUTORIAL EXAMPLE Principal BULLAMAKANKA POWER amp WATER COMMISSION P O Box 9999 455 Main Street BULLAMAKANKA QLD 4999 Contract Value 943 851 83 Retention Rate 10 Maximum Retention 5 Extension CIVIL ENGINEERING WORK E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT 1 LS 8700 00 8700 00 D100 CHANNEL DRILL amp BLAST 242140 m3 0 98 237297 20 E000 Subtotal 245997 20 E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT 1 LS 20000 00 20000 00 D100 CHANNEL EXCAVATION TO 3m DEEP 186300 m3 245916 00 D200 CHANNEL EXCAVATION 3 TO
10. for THIS Billing Date Key in 30JUN94 Dates may be entered in several different ways One is the International format using entries like 25SEP05 or 9jan06 PROBILL has sophisticated date validation that allows wide latitude in entry e g 9 Jan 06 9JAN2006 09jan 06 will all be accepted as valid while invalid dates such as 29FEB06 31NOVO5 etc will not be accepted and you will be alerted by an error message Dates may also be entered in d m y m d y or y m d numeric format if you prefer depending upon the numeric date setting in Customisation Country Setup they will still be displayed in International format Progress Items Mode Press Enter You are now in Progress Item mode PROBILL will display the last item you were working on Hit to roll around to the first item G1 E000 Ala You find an existing item by entering the full code paging through the records with F7 1F8 moving to the item code field and using to pop up a picklist or entering part of the code and hitting to force a Gestalt best match Press to move down to the Quantity Todate field Key in a quantity of 0 90 See the annotated MEASURE INPUT document on Page 2 of Appendix B The screen will look like this Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE System date Fri 1JUL94 1 CODE DESCRIPTION CONTRACT DATA Billing No 1 Group ey cIVIL ENGINEERING WORK To Thu 30JUN94 NOT Consolidated Section Jz000 DRILLI
11. m2 etc is preferable as it is easier to enter and audit Pipe fittings 0 8 S S 19 31JUL94 Pipe fittings are a typical example of a MOS item that can probably only be sensibly measured in dollar terms You may want to use a PROCALC tally sheet to simplify the calculation of the value of the item at the end of each month Section APPENDIX B Reports Page B 9 PROBILL Contract Billing System Sample Reports Worksheet for Final Certificate Page 4 of 5 Printed 3 07pm 2AUG94 PROBILL CONTRACT BILLING SYSTEM Billing to 31JUL94 MEASURE INPUT Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE vo VARIATION ORDERS Final Quantity UPDATED Percent Rec Last escription Quantity Todate QUANTITY xxx No Update Revised Drainage Drg 2003 Rev ab LS 4 94 Invert level of manhole S121 lowered to avoid existing gasmain Contractor s Field Memo 11722 of 15 6 94 refers Authorised and payment approved on Variation Record VR001 Deduct for failed density tests 62 EA 62 EA EA 16 31JUL94 The contractor has to pay the cost of repeat testing whenever a compaction density test fails See Special Conditions X 12 para 14 Grader Rental 17 31JUL94 Worksheet for Final Certificate Page 5 of 5 Printed 3 07pm 2AUG94 PROBILL CONTRACT BILLING SYSTEM Billing to 31JUL94 MEASURE INPUT Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE CONTRACT ESCALATION Quantity xx UPDATED Percent Rec Last escri
12. specified a mask for the items you wish to select PROBILL will check for a match by comparing each item s group section item code with the characters in the mask The question mark is wild matching any character in that position G1 in the group code field with question marks in the section and item code fields selects all items in G1 the CIVIL ENGINEERING group Specifying an Escalation Class CE assigns that class code to all items in group G1 Press and to confirm that you wish to proceed Repeat the procedure to set the class code of the items in G2 the BUILDING group to Bw Go to Browse Item mode to examine the items and confirm that this has happened Tip In Browse mode produces a picklist of items To shorten the list first hit and type some characters into the group section item code When you hit the list will only contain items with those characters in the same position In this instance the spaces are treated as wild characters to form a loose mask The VARIATION and MATERIALS ON SITE items still have blank Escalation Class code fields we are assuming that they are not subject to escalation Define Components Return to the menus and choose Define Components from the Escalation menu Components are cost indices A screen appears with fields for sixteen component descriptions and Base Indices Enter LABOUR as the first component s description and 18 21 as the base index The
13. the centre of the screen The help system explains that the Report Header appears on all printed reports and suggests that in commercial versions of the program you might use your organisation or department name here The help system allows you to list key assignments and help topics find help topics or follow a hypertext chain through the screens etc For more details hit while still within help and enter the keyword HELP or see Getting Help on page C 5 The Esc ape key CANCELS a function so press it to remove the help window and return to the Report Header field Field Editing Spend a minute to familiarise yourself with text entry To make editing as easy as possible input is in a special word processor mode and gt move the cursor one character left or right moves to the end of any text in the field If the cursor is already at the end of the text or the field is blank it moves to the right edge of the field If pressed again it moves to the last field returns the cursor to the left margin If pressed a second time it moves to the first field on the screen Del ete removes the character under the cursor and moves text back to close the gap Bksp usually marked with a large left arrow moves the cursor and text to the left overwriting any character there Ins ert toggles between overstrike and insert mode The cursor is a full block like this J in insert mode can be toggled enabling upper
14. to accept a suggested menu option An alternative choice may be made from the same menu in several different ways e by keying the highlighted letter shown for the desired choice or e by keying the number of the desired choice or e by moving the highlight to the choice and pressing Enter or J move the highlight down If the keyboard does not have a separate cursor keypad make sure is off moves the highlight up The highlight rolls around if you go beyond the top or bottom selections and move directly to the first or last choice Part B Tutorial Page B 2 PROBILL User Manual Customising PROBILL Customising PROBILL Hit C for Customisation and this selection list picklist appears CUSTOMISE Data Directory Printer Setup Digitizer Setup Country Setup Screen Colours System Defaults The DIGITIZER option does not appear in all versions PROBILL is essentially ready to run as installed so the Customisation options are not examined in great depth in the tutorial Appendix 8 in Part D of the manual covers Customisation in detail However you should at least provide PROBILL with some information on your printer Use the f and J arrow keys to move the highlight to Printer Setup Press to select it The following screen appears PRINTER SETUP System date Wed 15JUN94 Report Header L PROBILL CONTRACT BILLING SYSTEM Shade Headers Yes Device JPRN
15. typing doesn t appeal to you and you are confident you fully understand the key commands involved you may take a shortcut by copying the tutorial files over from the distribution disk To do this Esc ape to the menu system Hit to shell to Dos Place the floppy disk in drive A and type COPY A DATA PROBILL DATA Then type EXIT and press to return to the menus Hit Alt to move to the Item menu and to return to ADD mode Carefully read the following section on auto incrementing item codes and resume the tutorial at the sub heading Switching Modes on page B 15 Auto increment Codes F5 The drainage items in the PLUMBING section have codes with a uniform increment of 10 running from A200 through A210 A220 etc To save time when entering a sequential set of item codes after entering the code for the second item in the section A210 hit to toggle on an auto increment mode An increment equal to the difference between the numeric portions of the current and previous item codes is shown to the right of the field as 510 From then on the code is automatically incremented for each new item When you hit to BRINGFORWARD all fields from the last item the cursor skips directly to the item description field Part B Tutorial Page B 14 PROBILL User Manual Item Entry The increment may be fractional e g 1 00 1 20 1 40 Auto incrementing works only with item codes not section or group
16. 0720 00 168550 00 Sample Reports Page Billing No AMOUNT TODATE Quantity Todate 0 90 LS 164000 m3 7830 00 160720 00 168550 00 NA E EEE EH Section E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT 20000 00 D100 CHANNEL EXCAVATION to 3m DEEP 1 32 Channel X Section dimensions are 1 LS 192000 m3 20000 00 253440 00 1 LS 27000 m3 30 Jun 94 Complete from Sta 863 25 00 to Sta 868447 600 868 47 600 863 25 000 m x 16 5 8 1 2 x 4 2 depth 26997 52 46840 m3 19000 m3 14 5 Ha 98364 64600 21025 CHANNEL EXCAVATION 3 to 4m DEEP 10 CHANNEL EXCAVATION OVER 4m 40 TREE CLEARING 00 DEMOLITION amp GRUBBING 507105 753102 PROBILL CONTRACT BILLING SYSTEM BILLING TODATE Printed 1 17pm 1JUL94 Billing to 30JUN94 BULLAMAKANKA DAM TUTORIAL EXAMPLE M MATERIALS ON SITE Period Quantity Final Quantity Contract Item Description Rate Section 1 PLUMBING MATERIAL Storm drainage pipe 100mm 3 80 Pipe fittings 1 00 Tally Sheet for Pipe fitting Material on Site Stocktake taken on 30 6 94 by John O Brien 15 No 90 deg bends 100mm 58 00 ea 8 No 45 deg bends 100mm 55 00 ea 11 No Sleeves 100mm 28 00 ea 7 No Caps 100mm 26 00 ea 870 440 308 182 poh 20000 00 35640 00 21130 127388 295938 PERIOD AMOUNT LS 20000 00 m3 35640 00 21130 85 127388 54 295938 54 Page Billing No A
17. 4m 46840 m3 98364 00 D300 CHANNEL EXCAVATION OVER 4m 19000 m3 64600 00 X40 0 TREE CLEARING 14 5 Ha 1450 00 21025 00 X50 2 DEMOLITION amp GRUBBING 22 7 Ha 2188 40 49676 68 E001 Subtotal CIVIL ENGINEERING WORK Subtotal 499581 68 745578 88 BUILDING WORK 1 PLUMBING A200 STORM DRAINAGE 100mm 432 LM 12 60 5443 20 A210 STORM DRAINAGE 150mm 655 LM 14 25 9333 75 A220 STORM DRAINAGE 200mm 86 LM 18 00 1548 00 Subtotal S 16324 95 Q4 10 NOMINATED SUBCONTRACT 100 1000 00 100000 00 na 2 Subeotall 100000 00 3 LANDSCAPING 100 TOPSOILING 63400 m2 64668 00 17280 00 200 HYDRO SEEDING 576000 m2 81948 00 198272 95 BUILDING WORK Subtotal 943851 83 APPENDIX A Tutorial Data Page A 1 PROBILL Contract Billing System Sample Reports Initial BILL BREAKDOWN at 15 June 1994 Page 1 of 2 9 40am 15JUN94 PROBILL CONTRACT BILLING SYSTEM Page 1 ss BILL BREAKDONWN S e 5 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted Group G1 CIVIL ENGINEERING WORK Item Contract Contract CONTRACT No Item Description Quantity Rate AMOUNT Section E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT 1 LS 8700 00 8700 00 D100 CHANNEL DRILL amp BLAST 242140 m3 237297 20 Section 2 Items 245997 20 E N N E DE OEE WA OEN W PEA W E DEN OEN TEA A N E A E N A EE BE OES TN OAE ME BE DON EE DE OE DN E EE BE ON PEE OA DEN N PEE BEN A TEA A DAN OEN TA E E EA EA A EN E OA EE O A E EE
18. 8081 99728 93482 M94 11777 WAREHOUSE CONCRETE SUB 31AUG94 2429000 2380244 2380244 M94 12345 WAREHOUSE ROOFING CONTRACT 14JUL94 170670 187645 102763 M94 13411 WAREHOUSE BRICKWORK 30AUG94 3842946 3842946 376043 M94 13427 WAREHOUSE MECH SERVICES SUB 112000 112000 APPENDIX B Reports Page B 8 PROBILL Contract Billing System Sample Reports Progress Worksheet for Period Ending 31 August 1994 Final Certificate Page 1 of 5 Printed 3 07pm 2AUG94 PROBILL CONTRACT BILLING SYSTEM Billing to 31JUL94 MEASURE INPUT Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Updated on Y94 by Group G1 CIVIL ENGINEERING WORK Item Final Quantity xx UPDATED Percent Rec Last Item No Item Description Quantity Todate QUANTITY xxx Comp No Update Complete Section E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT 1 LS 1 LS LS 100 00 1 31JUL94 Yes D100 CHANNEL DRILL amp BLAST 242140 m3 236000 m3 97 46 31JUL94 Paid on basis of theoretical trench sections 40 paid when drilling complete AA NAA FEET HH Section E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT 1 LS 1 LS LS 100 00 30JUN94 D100 CHANNEL EXCAVATION to 3m DEEP 192000 m3 180000 m3 m3 93 75 31JUL94 Channel X Section dimensions are 31 Jul 94 Complete from Sta 863 25 00 to Sta 898 10 600 898 10 000 863 25 000 m x 16 5 8 1 2 x 4 2 depth 180035 10 CHANNEL EXCAVATION 3 to 4m DEEP 46840 m3 43000 m3 m3 91 31JUL94
19. A E E TA E Section E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT 1 20000 D100 CHANNEL EXCAVATION to 3m DEEP 186300 245916 D200 CHANNEL EXCAVATION 3 to 4m DEEP 46840 x 98364 D300 CHANNEL EXCAVATION OVER 4 19000 4 64600 X40 0 TREE CLEARING 14 5 21025 DEMOLITION amp GRUBBING Section E001 6 Items 499581 Group G1 8 Items 745578 Initial BILL BREAKDOWN Page 2 of 2 9 40am 15JUN94 PROBILL CONTRACT BILLING SYSTEM Page 2 5 8 5 BILL BREAKDONWN S S 5 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted Group G2 BUILDING WORK Item Contract Contract CONTRACT No Item Description Quantity Rate AMOUNT Section 1 PLUMBING A200 STORM DRAINAGE 100mm 432 LM 12 60 A210 STORM DRAINAGE 150mm 655 LM 14 25 A220 STORM DRAINAGE 200mm 3 Items Gaia aia ai aia aia si sia sla sla si HAHAHHAHAHA HAHAHAHAHAHAH HAHAHAHAHAHAHA HAHAHAHAHAHAHA AHAHAHHA HAHAHAHAHAHA HAHAHHAHAHA Section 2 ELECTRICAL NOMINATED SUBCONTRACT 1000 00 100000 00 1 Item 100000 00 So a is is ao i i i a AHAHAHAHA AHAHAHAHA HAHAHAHAHAHAHA Section 3 LANDSCAPING 100 TOPSOILING 63400 m2 200 HYDRO SEEDING 576000 m2 Section 2 Items Group G2 6 Items 198272 JOB TOTALS 14 Items 943851 APPENDIX B Reports Page B 1 PROBILL Contract Billing System Sample Reports Progress Worksheet for Period Ending 30 June 1994 Billing No 1 Page 1 of 2 Printed 9 40am 15JUN94 PROBILL
20. ACT Final FINAL Percent No Item Description Rate Quantity AMOUNT Quantity AMOUNT Increase Section 1 PLUMBING MATERIAL 1 Storm drainage pipe 100mm 3 80 0 LM 0 IM 99 Pipe fittings 1 00 o 0 S Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 4 Billing to 30JUN94 FINAL ESTIMATE Billing No 1 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE vo VARIATION ORDERS Contract Percent Item Description Quantity Increase Revised Drainage Drg 2003 Rev 4 1480 00 Deduct for failed density tests Grader Rental Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 5 Billing to 30JUN94 FINAL ESTIMATE Billing No 1 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Contract Contract Percent Quantity Increase 970581 83 APPENDIX B Reports Page B 5 PROBILL Contract Billing System Sample Reports Progress Worksheet for Period Ending 31 July 1994 Billing No 2 Page 1 of 4 Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Billing to 30JUN94 MEASURE INPUT ET Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Updated on 2 8 94 by CIVIL ENGINEERING WORK Final Quantity xx UPDATED Percent Rec Last Item Item Description Quantity Todate QUANTITY Comp No Update Complete REMARKS E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT 1 LS 0 90 LS Fi 30JUN94 D100 CHANNEL DRILL amp BLAST 242140 m3 164000 m3 A 30JUN94 HEHEHEHEHE EEEEEEEEE EHEHEHEH EHE EEEEEEEEEEEEHEEEHEEEHE AAAH Secti
21. Amendments are as simple as that Changing Codes To change the item code itself or its group or section code just amend the entry and press to RECORD the change If the code change would cause duplication PROBILL will veto it Codes must be unique although the same item code may be used in different sections just as the same section code may be used in more than one group A full group section item code is required to uniquely identify each item Paging thru Items F7 F8 Reverse any experimental changes you have made In Change mode you may still move through the items Move the cursor to the group section or item code field PgUp returns to the first field and will page through the items Delete Mode Delete mode is like Change mode but before deleting a record you will be asked to confirm that you really do wish to delete the record Part B Tutorial Page B 16 PROBILL User Manual Item Entry If you have reached this point without at least one interruption you must work in a very quiet office Usually telephone calls visits and other distractions will disturb your concentration When these relate to the current item the NOTEPAD provides a logical and convenient way to record the details However the current item would not be the appropriate place to attach general information Fortunately PROBILL has a similar facility for non record specific notes JOTTER A or will
22. BI 0 000000000 0 001044153 0 012730799 0 011686646 295938 54 3458 53 WEIGHT x CI BI BI 0 013316859 0 003908115 0 019294026 0 036519000 424890 00 15516 56 3458 53 17884 42 APPENDIX B Reports Page B 7 PROBILL Contract Billing System Sample Reports FINAL PAYMENT CERTIFICATE 3 39pm 5SEP94 PROBILL CONTRACT BILLING SYSTEM FINAL PAYMENT CERTIFICATE Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Certificate No 3 covering work to 31AUG94 Contractor FAR WESTERN GENERAL CONTRACTORS PTY LTD P O Box 4 112 Bogan Street NEVERTIRE NSW 2831 Owner BULLAMAKANKA POWER amp WATER COMMISSION P O Box 9999 455 Main Street BULLAMAKANKA QLD 4999 Contact Mr Joseph McArthy Contract Number M94 12345 Approved Contract Value 943851 83 Final Contract Value 1013574 41 Percent Complete 100 00 Percentage Retention 10 Maximum Retention 5 GROSS BILLING TODATE S 1013574 41 Less PREVIOUS PAYMENTS S 754291 33 PAYABLE THIS CERTIFICATE 259283 08 Prepared by LMA 5 9 94 Approved by John Drew 5 Sep 94 PROJECT or DEPARTMENT SUMMARY Report Printed 10 10am 3SEP94 NEVERTIRE CONSTRUCTION COMPANY PTY LTD Page 1 DEPARTMENT SUMMARY Department MD WAREHOUSE BUILDING CLYDE Sorted Contract Contract M94 00872 WAREHOUSE SITE SERVICES 30JUN93 M94 10091 WAREHOUSE STEEL STRUCTURE 22DEC93 650633 759367 759367 M94 11763 WAREHOUSE ELECTRICAL WORK 29AUG94 9
23. CONTRACT BILLING SYSTEM MEASURE INPUT SSS Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Updated on 1 94 Quantity xx UPDATED Percent Rec Last Item Quantity Todate QUANTITY xxx No Update Complete REMARKS Section E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT CHANNEL DRILL amp BLAST 242140 m3 Paid on basis of theoretical trench sections 40 paid when drilling complete Section E000 2 Items FHEEEAEFEEHAF FEL AFF EEE F TEEPE EEE EEHEEHE HAE TELA FTE E EHEHEHEH EHE EEE EEE EEE TELE TELE TELA F EEE TEEPE EEE E TEE E TEE E TEE E TEE EE EEE EH Section E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT al D100 CHANNEL EXCAVATION to 3m DEEP 186300 D200 CHANNEL EXCAVATION 3 to 4m DEEP 46840 D300 CHANNEL EXCAVATION OVER 4m X40 0 TREE CLEARING DEMOLITION amp GRUBBING Printed 9 40am 15JUN94 PROBILL CONTRACT BILLING SYS SSS MEASURE INPUT Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted UPDATED Percent Rec A200 STORM DRAINAGE A210 STORM DRAINAGE A220 STORM DRAINAGE Section FHEFEFEFELHEF TELAT EE EF FEE E TEE F EEE E TELE TEE HEF TEEPE TEEPE TFET T EEE TELE TEEPE EEA TEEPE TEEPE EEF ET EE AEE E EFT EEF EE EEA TEEPE TEE ETH Section 2 ELECTRICAL Q4 10 NOMINATED SUBCONTRACT Section FHEEEFEFELAF TELAT EEE F TEEPE TEE E TELE TELA TELE E EEE F EEE E EEE FEEL ETE E EEE E LEFT EE HEF TEEPE TEEPE TFET TEEPE ELEAF TEEPE EEF FEE E TEEPE TH Section 3 LANDSCAPING TOPSOILING 63400 m2 200 HYDR
24. IGHT x CI BI BI 0 000000000 0 019689682 0 019689682 CIVIL CLASSIFICATION Weighting 0 250 0 350 0 300 0 100 Total Factor 0 012082302 x WEIGHT x CI BI BI 0 000000000 0 001044153 0 013126455 0 012082302 295938 54 PROBILL CONTRACT BILLING SYSTEM PAYMENT CERTIFICATE TUTORIAL EXAMPLE 1 covering work to 30JUN94 FAR WESTERN GENERAL CONTRACTORS PTY LTD P O Box 4 112 Bogan Street NEVERTIRE NSW 2831 BULLAMAKANKA POWER amp WATER COMMISSION P O Box 9999 BULLAMAKANKA Contact Contract Number Approved Contrac Final Contract Value Percent Complete Percentage Reten QLD 4999 Mr Joseph McArthy M94 12345 t Value 943851 83 981681 45 31 30 tion 10 Maximum Retention GROSS BILLING 1 307248 46 Less TOTAL R TOTAL APPROVE F 30724 85 5 276523 61 PAYABLE THIS CERTIFICATE APPENDIX B Reports Page B 3 PROBILL Contract Billing System BILLING TODATE at 30 June 1994 Page 1 of 5 PROBILL CONTRACT BILLING SYSTEM BILLING TODATE Printed 1 17pm 1JUL94 Billing to 30JUN94 BULLAMAKANKA DAM TUTORIAL EXAMPLE G1 CIVIL ENGINEERING WORK Period Quantity Final Quantity Contract Rate Item Description E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT CHANNEL DRILL amp BLAST 8700 00 237297 20 0 9 LS 164000 m3 8700 00 1 LS 242140 m3 245997 20 PERIOD AMOUNT 7830 00 16
25. MOUNT TODATE Quantity Todate TOTAL 1800 00 JNINTN ININININININTINININTININININTININININININININTININININININININININININTININININININININININININTININININININININININININTININ BILLING TODATE Page 4 of 5 PROBILL CONTRACT BILLING SYSTEM BILLING TODATE Printed 1 17pm 1JUL94 Billing to 30JUN94 BULLAMAKANKA DAM TUTORIAL EXAMPLE Vo VARIATION ORDERS Period Quantity Final Quantity Contract Item Description Rate Revised Drainage Drg 2003 Rev 4 1480 00 1 LS 1480 00 Invert level of manhole 121 lowered to avoid existing gasmain Contractor s Field Memo 11722 of 15 6 94 refers Authorised and payment approved on Variation Record VR001 Deduct for failed density tests 50 00 45 EA 2250 00 The contractor has to pay the cost of repeat testing whenever a compaction density test fails See Special Conditions X 12 para 14 VROO3 Grader Rental 55 00 500 Hr 27500 00 112 5 Hr PERIOD AMOUNT 1480 00 2250 00 6187 50 Page 4 Billing No 1 AMOUNT TODATE 1480 00 Quantity Todate 2250 00 112 5 Hr 6187 50 JNINTN ININININ ININTN ININTINTNININTININININININININTININININININININININININTININININININININININININTININININININININININININTININ BILLING TODATE Page 5 of 5 PROBILL CONTRACT BILLING SYSTEM BILLING TODATE Printed 1 17pm 1JUL94 Billing to 30JUN94 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE rf CONTRACT ESCALATION Period Quantity Final Quantity Contra
26. NG amp BLASTING 19 Items Item 21 DRILLING amp BLASTING Enter Quantity Todate OR Period Quantity Amend Final Quantity if changed Quantity Todate Jo 90 LS Quantity this Period 0 9 LS Amount Todate 7830 00 Period Amount 7830 00 Final Quantity fa LS Is Complete Y N No At 30JUN94 item was 90 003 Complete Record Changed 15JUN94 Progress quantities may be entered as cumulative or period quantities given one figure PROBILL calculates and displays the other Press to RECORD the progress information and to move forward to the next item D100 CHANNEL DRILL amp BLAST Enter a Quantity Todate of 164000 and RECORD the item Part B Tutorial Page B 21 PROBILL User Manual Progress Reporting Completed Items The next item EXCAVATION ESTABLISHMENT is now Complete Move to this item and press to drop to the IsComplete field Hir the to toggle the choice to Yes and to RECORD the item Note that the Quantity Todate and Quantity this Period fields automatically fill in with the Final Quantity Press to move to the CHANNEL EXCAVATION item PROCALC field version Alt C or Press to move to the Quantity Todate field and use or F12 to access the field specific version of PROCALC Press 1 to open up a multi line window and type in at least the last line of the following details Channel X Section dimensions are 4 16 5 8 1 2 x 4 2 30 Jun 94 Comp
27. O SEEDING 576000 m2 ADD THESE GROUPS amp TEMS to 30 JUNE 1994 BILLING Group VO VARIATION ORDERS VROT Rewived drainage ORG 2003 Rev 4 148 1480 00 COMPLETED VRoo2 Deduct For FAILED Density Teste 45 LA lt 350 00 gt 45 No VR003 Grader Rental 500 HRS Q 55 0 TI2lettre Group M MATERIALS ON SITE Seat 1 PLUMBING MATERIAL 1 Steen Drainage Pipe 100mm 8380 Mn 736 LM 99 Pipe Fittings 8 Vale See TALLY SHEET 7800 APPENDIX B Reports Page B 2 PROBILL Contract Billing System Sample Reports Escalation Calculation Report for Period Ending 30 June 1994 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE ESCALATION DETAILS for Period 1 30JUN94 System date Fri 1JUL94 LABOUR Base Index CI BI BI 0 000000000 Componen Period 1 Curren 18 UN94 To UN94 PLANT Base Index 1173 200 CI BI BI 0 002983294 Componen Period 1 3 Curren 1169 MATERIAL Base Index 128 900 CI BI BI 0 043754849 Componen Curren Escalation Class BW BUILDING CLASSIFICATION Period 1 30JUN94 Component LABOUR MATERIAL Fixed Weight 1 3 Escalation for Class BW is Escalation Class CE Period 1 30JUN94 Component LABOUR PLANT MATERIAL Fixed Weight 1 2 3 Escalation for Class CE is 1 17pm 1JUL94 PROGRESS BULLAMAKANKA DAM Contract Certificate No Contractor Weighting 0 400 0 450 0 150 Total Factor 0 019689682 x WE
28. OCON software packages such as the PROBID Cost Estimating amp Tendering System or the PROPLAN Project Scheduling System you should be able to run quickly through much of the early material as the user s interaction with each program is very similar The tutorial is designed to illustrate principles so the examples are deliberately non specialist in nature This does not mean that PROBILL is not applicable to more Part B Tutorial Page B 1 PROBILL User Manual Preamble specialised types of work it is just that the tutorial must be comprehensible to a wide range of users Starting PROBILL Type CD PROBILL SYS and press to change to the system directory Type PROBILL and press Enter A logo appears with some system information and then Menu System The PROBILL header line and menu system appear The Master menu is currently active It looks like this PROBILL CONTRACT BILLING SYSTEM System date Wed 15JUN94 MASTER UTILITY EXPORT ITEM ESCALATION HELP New Contract ConSolidation Print Reports List Contracts Edit Contract Remove Contract Data Directory Customisation PROBILL is menu driven The menus are intelligent and try to suggest the most appropriate continuation to you at all times Currently this is the Customisation option which allows you to choose a printer set currency formats and change other program parameters to suit your preferences Selecting from Menus You do not have
29. PLE Password RR ADD Mode Alt Notepad Alt Jotter Alt PROCALC Alt Calendar F2 record F10 cancel F4 bring fwd F3 blank fld TL PgUp top PgDn bottom Identify overall department OR project responsible NUM Part B Tutorial Page B 8 PROBILL User Manual Creating a Contract Change the Departmentcode to MD for Mechanical Department and move down to the Job Number field and enter M94 12345 Bypass the next field and enter 943 851 83 in the Approved Contract Value field Numeric Fields The Approved Contract Value field only accepts numeric input Other keys just produce warning beeps Entry is free form and whole dollars may be entered without cents Values may be left or right justified and spaces can be used to set off the thousands Contractor s Name amp Address Move down to the Contractor s name and address fields and type FAR WESTERN GENERAL CONTRACTORS PTY LTD 112 Bogan Street P O Box 4 NEVERTIRE NSW 2831 More Field Editing Unless your typing is unusually good you will have found it difficult to type all this without some mistakes To help you move around the fields and correct errors try some of these edit commands with 4 or gt jumps to the previous or next word in the field converts a character to lower case while makes it UPPER case switches the case of the character In each instance the cursor moves on to the next character so holding down one of these key combin
30. al Creating a Contract Enter Mech Engineering Division A beep warns you that the cursor is at the end of the field Press to RECORD the changed screen The Master menu Creating a Contract 3 7 Initial Setup 15JUN94 Hit to select New Contract A prompt appears for the New Contract Name Page A 1 of Appendix A Schedule of Rates in Part D of the Manual contains a sample contract document for a small job Please refer to that now Contract Name amp Password Type in the contract name BULLAMAKANKA DAM TUTORIAL EXAMPLE and press Enter The name appears on Progress Payment Certificates so the full name should be given The Password option in System defaults was left on so you are prompted to enter a password Leave the field blank and press Enter A password restricts access to the job Any word or phrase could be used You would then be required to provide the password each time you accessed the job Passwords should only be used if they are properly secured and there is no danger of forgetting them Contract Details Screen The Contract Details screen then appears for entry of some general job details CONTRACT DETAILS System date Wed 15JUN94 Department j Department Mech Engineering Division Job Number xtended Amounts to Cent Approved Contract Value Contractor Markup or Discoun Maximum Retention Contract Name 5858BSBULLAMAKANKAADAMA0A4TUTORIALAEXAM
31. ason to be sure your machine always has the correct date set Move to any item in section E001 hit F5 key in D300 and to search for that item That record becomes the new point for browsing Repeat the process but key in item code 250 2 This is certainly not the quickest way to find an item Change mode is more convenient and also allows you to edit the item But more on that later Part B Tutorial Page B 15 PROBILL User Manual Item Entry Gestalt Pattern Matching Item 250 2 doesn t exist so PROBILL has shown X50 2 It searched for the item but couldn t find it Knowing you thought it did exist you are in Browse mode not Add mode PROBILL assumed that you had mistyped the code It decided that most likely you meant to type X50 2 and hit a Z instead of an X This Gestalt capability is used throughout PROBILL unless turned off in the Customisation System defaults screen and makes finding codes classes and keywords etc easier For example key for HELP and to find a keyword Enter ESTTT PROBILL guesses you meant GESTALT MATCHING and provides help on that topic Suppose you want to amend an item Perhaps change the quantity or description Esc ape from HELP and hit F9 the mode SWITCH key then C for Change items Change Mode The displayed item is the one last viewed in Browse mode Move the cursor to the item description edit it in some way and press to RECORD the change
32. ations quickly changes the case of complete words or phrases Ctrl End or Ctrl Enter deletes all text from the cursor to the end of the field Cut amp Paste Ait D Ait 1 What about rearranging the lines in the address Let s place the post box number before the street address for a more conventional address layout Of course you could just re type the changed fields However this is a good time to introduce some of the more specialised edit functions Sets of identical fields such as these address lines can be inserted and deleted and Cutand Paste techniques used to actually move and rearrange the fields Part B Tutorial Page B 9 PROBILL User Manual Creating a Contract Move to the post box line and key Alt D to delete the line Alt D means hold down the key and then press D The and keys are used like the key to extend the functionality of standard keys Lower lines move up to close the gap The deleted line is saved in a cut buffer and can be recalled Move up to the street address line and key Alt I to insert the cut buffer before that line The order of the lines has now been changed Owner s Name amp Address Move down to the Owner s name field Some entry is also required in this field Mandatory Fields Leave the name field blank and press Enter Flashes and beeps warn you that this is a must enter field it cannot remain blank The Principal s name and ad
33. case characters to be typed without using the keys While it is engaged a small cap is shown in the bottom right corner of the screen and the cursor changes to a half block like this g Experiment with the edit keys If you change a field hit Esc ape to restore its original contents Newly entered or changed text is highlighted bright yellow on a colour monitor to draw your attention to amendments If you change several fields you can use F10 the CANCEL key to restore the complete screen Part B Tutorial Page B 4 PROBILL User Manual Customising PROBILL Single Character Fields Press to move to the Shade Headers field This field setting determines whether the title line on reports is background shaded Shading can improve the appearance of reports but not all printers do it effectively More on this later When a single character field offers several alternatives use the to roll through the choices and hit Enter or just the first letter of your choice Upper or lower case responses are accepted so don t worry about or Caps Lock Your selection expands to Yes or No and the cursor moves on to the next field Selection Lists F6 The Device field allows you to change the print destination You could change this setting by typing in the new value However typing is tedious and error prone As there are only a limited number of valid entries it is better to get PROBILL to list them
34. codes Of course F8 acts as a single increment key in item group or section code fields Complete the PLUMBING items and hit to turn auto increment off Then enter the ELECTRICAL and LANDSCAPING items Switching Modes F9 Press F9 the mode SWITCH key A one line menu appears at the bottom of the screen offering choices of Progress items Add items Change Delete or Browse with a default of Browse indicated by the reverse video highlighting and displayed letter B You can always select the default by pressing Enter return to the original mode by pressing Esc ape or select another mode by pressing the first letter of your choice or move the highlight and press as usual Press for the default Browse Switching modes is an alternative to exiting and making a choice from the main menu system Despite the route followed the destination is the same Browse Mode Browse mode is a convenient passive way of viewing items and move to the first and last item respectively while the arrow keys and F7 F8 move backwards and forwards through the items If you go past the first or last record the record number wraps around Record Date Stamping The Record Changed field at the bottom right is maintained by PROBILL it date stamps items when they are created or modified An incorrect system date would show as Invalid Date stamping helps you keep track of changes another good re
35. ct Rate 3575 62 3575 62 3575 62 3575 62 981681 45 APPENDIX B Reports PERIOD AMOUNT 3575 62 3575 62 3575 62 307248 46 Page Billing No AMOUNT TODATE Quantity Todate 3575 62 307248 Page B 4 PROBILL Contract Billing System Sample Reports Projected Final Liability at 30 June 1994 Page 1 of 5 Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 1 Billing to 30JUN94 FINAL ESTIMATE Billing No 1 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Contract Contract Percent Quantity Increase E000 DRILLING amp BLASTING Ala DRILLING ESTABLISHMENT 8700 00 8700 00 8700 00 D100 CHANNEL DRILL amp BLAST 237297 20 237297 20 245997 20 245997 20 HEHEHEHEHE EHH EHEH EEE EE EEEE EE EE EET EEE EEE E EEE EEE E TEEPE EE EE EE EE EE EEE E EEE EEE AAAH AHAHAHAHA Section E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT 20000 al 20000 20000 D100 CHANNEL EXCAVATION to 3m DEEP 186300 245916 192000 m3 253440 D200 CHANNEL EXCAVATION 3 to 4m DEEP s 46840 98364 98364 D300 CHANNEL EXCAVATION OVER 4m f 19000 64600 64600 X40 0 TREE CLEARING 3 14 5 21025 21025 DEMOLITION amp GRUBBING 499581 507105 Projected Final Liability Page 3 of 5 Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 3 Billing to 30JUN94 FINAL ESTIMATE Billing No 1 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted Group M MATERIALS ON SITE Item Contract Contract CONTR
36. document to confirm that all quantities and additions have been correctly entered There is no point in printing more reports until this is done The worksheet is then put aside and used to record progress quantities for the next period Consequently it is often called a turnaround document Progress Payment Certificate Print a BILL BREAKDOWN and BILLING TODATE The last page of the BILLING is a PROGRESS PAYMENT CERTIFICATE This document contains all the information required for payment of the amount due Some typical reports from the tutorial are shown in Appendix B If a contract is subject to escalation Rise amp Fall you should let PROBILL handle these calculations and include the details within the billing If you do not have to deal with escalation in any of your contracts you can skip this part of the tutorial Let s assume that the BULLAMAKANKA DAM TUTORIAL EXAMPLE contract contains an escalation clause entitling the contractor to price adjustment for changes in general cost levels Most contracts apply a single escalation formula to all contract items but this job is slightly more complicated The dam involves both Building Part B Tutorial Page B 23 PROBILL User Manual Escalation and Civil Engineering work which can have different rates of price change so the contract specifies different formulae for each work type Cost Indices The formulae do use some of the same cost indices componen
37. dress is given on page A I of Appendix A so you could type it in just as you did for the Contractor However let s assume that these details have been used on earlier jobs either because as the Contractor you often work for this Client or as an employee of the Owner this detail is the same on every job Surely we should be able to avoid retyping this detail every time User Defined Lists F6 amp Hit in the name or address fields A picklist list appears containing several Owners names Select the BULLAMAKANKA POWER amp WATER COMMISSION and the name and address will be transferred into the fields and the cursor will move on to the following field Names and addresses may be added to the list with Shift F6 This is just one example of one type of User Defined list you can manage yourself Others are the Printer and Device lists used earlier Many PROBILL fields can have User Defined lists associated with them This feature is described in detail in Appendix 12 in Part D of the manual Before moving on to the other fields let s assume that there are a few contract payment conditions you would also like to record There are no specific fields for general text but you can use one of the PROBILL tools Press and NOTEPAD AR N or A NOTEPAD appears over the primary screen It allows you to attach free form notes to records The visible window is only part of the available NOTEPAD Text is entered
38. e screen If you have pressed you will be queried Proceed Y N Answering Y Jes to the prompt also RECORDs the screen PROBILL moves directly to Add Items mode as it assumes that this is the next logical step PROBILL can be configured to automatically read in a standard list of item groups escalation classes and formula every time a new contract is created See Appendix 8 Customising PROBILL However the tutorial assumes that this has not been done and so we will have to create this detail as we go Part B Tutorial Page B 11 PROBILL User Manual Item Entry Item Entry Add Items Mode The Item entry screen looks like this Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE System date Wed 15JUN94 1 CODE DESCRIPTION CONTRACT DATA Group Initial Setup Section 0 Items Item L Measure Unit Contract Qty LM Unit Rate Escalation Class Contract Amount Group Codes Before entering items you should give some thought to the way in which they will be subtotalled and sorted PROBILL allows you to organise items into sections and in turn sections into groups Subtotals will be given at both section and group level Groups sections and items may be sorted alphabetically by code It is therefore important that you use a logical structure and coding scheme for groups sections and items Page A I of Appendix A in Part D is the Schedule of Rates for this contract It is not meant to be a good exa
39. for exchange rate changes in the Japanese Yen e Exchange rate changes in a weighted composite of the Japanese Yen Swiss Franc and Sterling e A contract that requires escalation to be billed and shown separately from the other contract items e A contract with separable parts having different completion dates and delays in agreement of final measurement A portion of the later progress payments is capped for purposes of escalation by the indices current on the completion date of the various separable parts Select Print Reports and print a MEASURE INPUT document Check it against the old document and then print the other reports Part B Tutorial Page B 30 PROBILL User Manual Final Certificate Suppress Unstarted Items When printing the BILLING TODATE elect to Suppress unstarted items This and the option to Consolidate completed items can reduce the size and complexity of large documents and make it easier to focus on Just those items requiring attention Note that the retention is now less than 10 of the amount certified it has been capped at 5 of the approved contract value Final Certificate Third Billing 5SEP94 After consolidating billing number 2 assume that the contract is complete at the next billing Update progress to 31AUG694 and flag all items as complete The MATERIALS ON SITE items should have both quantity todate and final quantity set to zero Enter the indices for August
40. hanged That date is shown on the screen The TREE CLEARING and DEMOLITION items show progress quantities that are already slightly over the original contract quantities an indication that the final Part B Tutorial Page B 22 PROBILL User Manual Escalation quantities should be reviewed However in this case it was decided to leave the figures as is until the exact final measure was agreed upon Note that the quantities have been recorded to three decimal places an indication that some detailed measurement has been completed and a reflection of the order of accuracy claimed for the measurements and area calculations PROBILL accepts and retains the exact format of quantities entered by the user including the computationally non significant zero in 23 130 Hence the format can match the contract document or suggest accuracy of measurement When you have finished progressing both the original contract items and the newly entered VARIATION and MATERIALS ON SITE items hit to SWITCH to Browse mode to check the changes you have made Press EscJ ape to return to the menus We have not yet entered any escalation details but will do so shortly Normally escalation information would be provided before reports were printed Select Print Reports from the Mastermenu and print a MEASURE INPUT document with the NOTEPAD and PROCALC details included The new MEASURE INPUT document should be compared with the annotated old
41. ies that the applicable current indices are those in effect some weeks before the billing date here it is the 15JUN94 Should you make entries in the following fields It depends upon how escalation is to be calculated and whether the current indices are available in time to be used in progress payments This contract provides that the latest index may be used and modified later if a new value becomes available So hit to carry the value forward into the fields for all 72 periods PROBILL will use this value for future periods until it is changed Hit to RECORD and F8 the INCREMENT key to move on to the PLANT component Press Enter Key 1169 7 for the current index and to carry it forward through a the periods This index is less than the base index there are rare occasions when costs do decline RECORD it and repeat the procedure for the MATERIALS component Hit to exit to the menu when complete Add Escalation Classes Select Add Escalation Classes Key Bw _ for the code and enter BUILDING CLASSIFICATION in the description field Enter weightings for the LABOUR and MATERIAL components See Page B 24 Leave the PLANT Part B Tutorial Page B 26 PROBILL User Manual Escalation weighting blank it is not used in the building classification formula The screen will look like this ADD ESCALATION CLASS System date Fri 1JUL94 Escalation Class pil Description BUILDING CLASSIFICATION COMPONENTS Descripti
42. igure at the top left of the window is the total number of choices in the selection list If you type the first few characters of a printer s name the list sorts alphabetically and the highlight advances to the first choice matching the characters entered This list is actually user definable You could change it or even delete it and create your own list covering only the printers your organisation uses The list of devices mentioned earlier is another example User Defined lists are discussed in more detail later Select a printer If your printer is not included in the list choose one of the EPSON printers Most dot matrix printers can emulate the EPSON FX or LQ printer Lower fields are filled with the correct information for the printer you have chosen Recording a Screen F2 Press F2 the RECORD key to save the changes made to this screen IMPORTANT Screen changes are not saved until you hit F2 to RECORD them Part B Tutorial Page B 6 PROBILL User Manual Customising PROBILL A prompt appears Print a Test Sheet Y N Switch your printer on and respond Y Jes The printer will print a test page that should look like this Report Header PROBILL CONTRACT BILLING SYSTEM Shaded Title Device PRN out to Star Micronics XR 1520 Lines Page 66 for a Page Length of 11 00 PICA Symset rr BOLD 1 ELITE Symset EQ 4urn BOLD CONDENSED Symset ifn BOLD Laser printe
43. ing repetitive items Editing a template is both quicker and less error prone than re keying data If you are interrupted it also serves as a bookmark reminding you of your position in a list of items Part B Tutorial Page B 13 PROBILL User Manual Item Entry Amend the item details to D100 CHANNEL DRILL amp BLAST with a Measure Unit of m3 a Contract Quantity of 242140 and a Unit Rate of 0 98 Make sure the item code is right justified and that the quantity and unit rate are correct Check the contract amount against the figure 237 297 20 from the Schedule of Rates To attach a note to the item key or F11 and type in Paid on basis of theoretical trench sections 40 paid when drilling complete Press to RECORD the note Record Number amp NOTEPAD Indicator The record number 2 8 N appears at the top left of the screen The N indicates that this item has a NOTEPAD entry If your display is set for 50 lines the text remains visible in the lower part of the screen Now hit again to RECORD the item Press to BRINGFORWARD the previous item details and to move up to the Section code field Hit to INCREMENT the code E000 to E001 Press to move to the Section description and change it to read TAILRACE EXCAVATION Go on and enter all items in section E001 See Page A 1 Appendix A Part D Then start on the items in the BUILDING WORK group using a group code of G2 If all this
44. ing the Demo When you install PROBILL the demonstration is automatically copied to your harddisk To run it just type CD PROCON and press to change to the directory type DEMO and press Enter If the demonstration has been removed or you wish to install it on another machine place the program or demonstration disk in drive a type A and press to change to that drive Then type DEMO press Enter and follow the instructions The Tutorial The tutorial assumes that the program is installed on drive c and that you are using the directories created by the installation program If this is not the case you must interpret the following instructions appropriately The tutorial introduces PROBILL and covers all the basic functions you will need to set up a contract perform escalation calculations handle variations and produce Progress Payment Certificates If you do not work with contracts subject to escalation you can skip that portion of the tutorial More advanced facilities can be explored when the need arises It is assumed that you understand the terminology of Contract Billing have some knowledge of the practical aspects of contract administration and have at least some basic acquaintance with the computer and operating system If you are not familiar with the terminology of contract Bills of Quantities Schedules of Rates or escalation formulae you should read Appendix 3 before continuing If you have already used other PR
45. lete from Sta 863 25 000 to Sta 868 47 600 868 47 600 863 25 000 M x 16 5 8 1 2 x 4 2 depth Text preceded with is treated as a comment until the end of the line or until closed with 1 So if you don t want to bother typing in all the detail just enter the last line the other lines are just documentation Illustrating the rationale behind the calculation in this way is quicker and more professional than hiding these details away in a notebook Press to RECORD the PROCALC screen and fie it to the source field The calculated total 26997 52 is transferred back into the quantity field As this is an artificially precise figure for an interim quantity round it to 27000 This does not change the details saved in PROCALC This item also has a changed Final Quantity Move to this field and enter 192000 and press to RECORD Entering this final quantity ensures that PROBILL can correctly calculate the changed final contract value The next two items do not have entries against them in the MEASURE INPUT document so they should be skipped Do not enter a zero progress quantity against work that has not started The date an item was last progressed is shown on the MEASURE INPUT document This provides a useful update history and you should not interfere with this or waste time by updating items that have not changed The billing date is not necessarily the same as the date on which the item was c
46. ll be adjusted appropriately when you exit from the field The easiest way to examine this effect is with the DECREMENT and INCREMENT keys F7 and F8 They will subtract or add one to the quantity in the current field and update the other When you have finished with this experiment restore the quantity to its original value of 112 5 and RECORD the item Return to the menus Consolidation Go to the Master menu and select ConSolidation You will be asked if you wish to make archive copies of the data files Reply Y es Having archive copies on the data directory allows you to restore the status of the job files at the last billing When prompted confirm that you wish to proceed with the consolidation by replying Y es The period quantities are removed and PROBILL returns to the Item menu Select Progress Items from the Item menu to start Billing No 2 for July Amend the billing date field to 31JUL94 Tip Hit to increment the old date to 13UL94 and type a 3 to make it 31JUL94 If you look at the marked up MEASURE INPUT document you will notice that some items are now shown as complete including the TREE CLEARING and DEMOLITION amp GRUBBING items despite the fact that their quantities have not changed from the last billing Apparently the detailed measurements taken previously have now been accepted as correct and final Setting the item to Complete would normally set the quantity todate equal to the final quantity H
47. m As it is a Lump Sum item PROBILL will fill in a default value of 1 in the Contract Quantity field Note that the Measure Unit field is another must fill or mandatory field You must provide some entry here or the program will prevent you from leaving the field Contract Quantity Leave the quantity value at 1 Quantities can be in any position in the field PROBILL saves quantities in the format you enter Unit Rate Key in the Unit Rate of 8700 You may enter integral rates without cents At this stage you will not be entering an Escalation Class so you have finished with this screen Check the data correcting it if necessary by moving around with and 1 and editing the fields Note that the Contract Amount is calculated and displayed when you leave the Unit rate field so always check this figure against the listing for the item It is a quick way of confirming that both the quantity and unit rate are correct Press to RECORD the screen The item is saved with a distinctive sound and the fields blanked for entry of the next item Many fields for the second item are similar to the first so you should be able to short cut the typing Bringforward Command F4 Press F4 In ADD mode this copies fields from the previous item If pressed in the first field all fields are brought forward In subsequent fields only the current field is copied BRINGFORWARD is particularly handy when enter
48. mple of consistent item numbering but it does illustrate some of the coding schemes you may encounter in practice This contract document has a natural structure so we should follow it The CIVIL ENGINEERING and BUILDING divisions are logical groups which must be further subdivided into sections Press to move the cursor to the first field the Group code Enter G1 and press to move to the Group description field Key in CIVIL ENGINEERING WORK Section Codes Press again to move down to the Section line Enter a section code E000 and a section description DRILLING amp BLASTING Obviously when this is sensible and produces correctly sorted groups and sections you should follow the numbering given in the contract documents When keying in group section or item codes be careful to distinguish between 0 and o 1 1 and1 etc Part B Tutorial Page B 12 PROBILL User Manual Item Entry Item Codes Move down and enter the Itemcode aia and description DRILLING ESTABLISHMENT Group section and item codes may use any alphanumeric character Case and position are both significant Be sure the item code is right justified in the five character field like this Atal rather than Jala and has not been entered as ata If the item code is not right justified return to the code field and hit Shift F4 the RIGHT JUSTIFY command Measure Unit Enter the Measure Unit Ls an abbreviation for Lump Su
49. n provide the description and base indices for the other two components The screen should look like this DEFINE INDEX COMPONENTS System date Fri 1JUL94 Define all indexed components used by any of the Escalation Classes COMPONENTS Description Base Index Description Base Index LABOUR fas 22 PLANT 1173 2 MATERIAL 128 90 F2 record F10 cancel F4 bring fwd F3 blank fld N PgUp top PgDn bottom Describe the cost index component NUM Part B Tutorial Page B 25 PROBILL User Manual Escalation Press to RECORD the screen The Escalation menu returns Update Current Indices Choose Update Current Indices Press to popup a picklist of components and select LABOUR Press to move down to the index fields The Current Index has not changed from the Base Index so hit to BRINGFORWARD that figure UPDATE CURRENT INDICES System date Fri 1JUL94 Component No f1 Description LABOUR Base Index 18 21 I CURRENT INDICES 13 1 ji8 21 2 Bb WNH O 1D MW rx O VI Hs shift F5 will carry this value forward Shift F6 will blank from here forward Escalation is not calculated for blank indices If the latest index should be used then use Shift F5 to copy the value into all remaining fields F2 record F10 cancel F4 bring fwd F3 blank fld tt PgUp top PgDn bottom Enter the Current Index value NUM The contract specif
50. nctions As usual lists all the functions and will transfer your selection into the calculation field As a simple example let s calculate the tonnage of ballast in a conical stockpile Height is 13 500m angle of repose 35 degrees and the loose density is 1600 Kgs m3 Type in H 13 50 A 35 D 1600 1000 D x H x ACIRC 2 H TAN RAD A 3 Part B Tutorial Page B 17 PROBILL User Manual Printing Reports and press to switch to full screen mode and show the result of 8408 07 tonnes Let s quickly look at a few examples of the types of calculations that can be performed and documented in PROCALC Hit Alt R estore A picklist of previously saved multi line PROCALC template sheets appears The installation program copied these sample files into the system directory Select EXAMPLE PCL Page through the screens and key Alt P to print the full file If PROCALC is called from a numeric field with Alt C the result can be transferred into the field and the associated formula saved behind the field PROCALC is also your conduit into the time saving world of automated quantity takeoff The DIGITIZER version allows you to use Alt Q from the PROCALC field to select a drawing scale and takeoff counts lengths areas and volumes directly from plans The EVALUATION pack allows you to simulate using a digitizer Hit Alt Q and follow the instructions displayed on the screen Hit Esc ape to re
51. on E001 TAILRACE EXCAVATION Ala EXCAVATION ESTABLISHMENT 1 LS 1 LS LS 100 00 3 30JUN94 Yes D100 CHANNEL EXCAVATION to 3m DEEP 192000 m3 27000 m3 Ta Sta B95T0 0 m3 14 06 4 30JUN94 Channel X Section dimensions are 30 Jun 94 Complete from Sta 863 25 00 to Sta ta 89810 0 868 47 600 863 25 000 m x 16 5 8 1 2 x 4 2 depth 26997 52 CHANNEL EXCAVATION 3 to 4m DEEP 46840 m3 43 000 CHANNEL EXCAVATION OVER 4m 19000 m3 TREE CLEARING 14 5 Ha 0 30JUN94 DEMOLITION amp GRUBBING 22 7 Ha onplete 30JUN94 Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 2 Billing to 30JUN94 MEASURE INPUT Billing No 1 Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE Sorted BUILDING WORK Final Quantity UPDATED Percent Rec Last Item Item Description Quantity Todate QUANTITY xxx Comp No Update Complete REMARKS 1 PLUMBING STORM DRAINAGE 100mm STORM DRAINAGE 150mm STORM DRAINAGE 200mm FHFEEAEFEEEF FEE FEET TEE E TELA FEEL HEFT E EEE EEE T EEE E EEE E TEE EF TEEPE EE EA FEE E TEE E TEE E FEE HEF EEE EEE E TEE E TEE E TEEPE EEE FETE HH Section 2 ELECTRICAL Q4 10 NOMINATED SUBCONTRACT Section FHEEFEFELEF TELAT EE AF EEE EHEHEHEH EEHEEHE LAFF EEE AAAH Section 3 LANDSCAPING 100 TOPSOILING 63400 m2 m2 m2 13 200 HYDRO SEEDING 576000 m2 m2 m2 14 Worksheet for Billing No 2 Page 3 of 4 Printed 1 17pm 1JUL94 PROBILL CONTRACT BILLING SYSTEM Page 3 Billing to 30JUN94 MEASURE INPUT Billing No 1
52. on Weighting Description Weighting LABOUR Jo 4 PLANT l l MATERIAL p 45 Fixed Portion 0 150 F2 record F10 cancel F4 bring fwd F3 blank fld N PgUp top PgDn bottom Enter the WEIGHTING for this cost component NUM Fixed Weighting Note that the Fixed portion is not entered explicitly any difference between ONE and the sum of the other weights is treated as fixed The figure is updated at the bottom of the screen as the weights are entered RECORD the screen Enter CE and CIVIL CLASSIFICATION and the weights for the civil work components Page B 24 Hit to RECORD this information and Esc ape to return to the Escalation menu You have now entered all base escalation detail and the current indices for Billing Number 1 Select Browse Escalation to check the details Run Escalation Select Run Escalation and you will be presented with the following screen Part B Tutorial Page B 27 PROBILL User Manual More Progress CALCULATE ESCALATION System date Fri 1JUL94 Current Billing Number 1 Last Period Number for this Calculation HI Escalate Latest period only or All periods L A Latest Video Printer or File Print Show PROCALC lines No Save Escalation as Contract Items Yes F2 record F10 cancel F4 bring fwd F3 blank fld N PgUp top PgDn bottom Must NOT be greater than the Billing Number NUM Press to proceed and PROBILL will e Determine the period amounts to be escalated for all classes e sa
53. onfirmation is not required Progress Reporting First Billing 1JUL94 The contract has now started so you have progress to report and variations to add The first MEASURE INPUT document Page2 of Appendix B in Part D of the Manual shows these handwritten notations for the billing to 30 June 1994 Re run the program by typing PROBILL and pressing Enter PROBILL automatically reloads Part B Tutorial Page B 19 PROBILL User Manual Progress Reporting the contract you were working on when you exited Select Addltems from the Item menu Tip Go there quickly when you know where you are going Alt I moves directly to the Item menu and A selects Add Variations First enter the additional items in the VARIATION ORDERS group Note that a section code has not been assigned to these items This is permissible PROBILL treats a blank section code as just another unique section within the group Item VROO1 stems from a change in the drawings with the consequence that the contractor claimed and was entitled to additional compensation After entering the item detail hit to access the NOTEPAD and take down some details on why this change has come about Type in something like Invert level of manhole S121 lowered to avoid existing gasmain Contractor s Field Memo 11722 of 15 6 94 refers Authorised and payment approved on Variation Record VR001 Materials on Site Complete the entry of the other two varia
54. owever in this instance PROBILL recognises that the quantity todate is already greater than the final quantity so Part B Tutorial Page B 29 PROBILL User Manual More Progress it will increase the final quantity accordingly The MATERIALS ON SITE item for pipe fittings has a quantity todate of zero If all material deliveries of this type are finished you may reduce the quantity todate to zero on this billing and delete the item on the subsequent billing The updated cost indices for July 1994 are Period Date Labour Plant Material BASE Index Base 17MAR94 18 210F 1173 2F 128 90F CURRENT Index 1 15JUN94 18 210F 1169 7F 134 37F CURRENT Index 2 16JUL94 19 180F 1186 3F 137 19P Note that the Material index which was preliminary in June has changed and is now final As the contract provides that the latest indices are to be used you should amend this June figure as well as enter the new July indices The escalation should then be calculated for all periods not just July To ensure that you understand the flexibility of PROBILL s automatic escalation facility decide how you would deal with e A preliminary base index changing e A contract that only allows final indices to be used e A contract that requires use of the latest indices and prohibits recalculation when they change e A contract that only allows published indices to be used e A contract containing a class of items that have their prices adjusted
55. patible printer select YJes Fields appear for the printer s Paper Size usually the same as the tray size and to indicate whether it supports Scalable Fonts If you have to change the paper tray size hit to list the various paper size options and choose a paper size Leave the Scalable Fonts field set to Y es unless you have an older laser printer Then skip forward to Recording a Screen PROBILL directly manages laser printers to relieve you of printer control worries Printer Selection Field If you set the Laser Printer field to No the cursor moves on to the Printer field Press F the SELECT key to pop up a picklist of pre defined printers You can provide PROBILL with all the page size and control code information for your printer by directly entering it in fields in the lower portion of this screen However selecting from a list is much easier If you do wish to provide these details yourself perhaps because you have an unusual printer or wish to add some special enhancements to reports see Printer Setup page D 23 for more information on these fields The list is too long to show all printers even on a 50 line display This is shown by an arrow at the top and bottom of the right side of the frame Scroll through the list with the cursor keys The rectangular scroll bar shows the relative position of the current choice in the list by its position between the top and bottom of the frame The f
56. ption Quantity Toda QUANTITY No Update ESCALATION FOR PERIOD 3458 53 3458 53 3 20 30JUN94 ESCALATION FOR PERIOD 2 17884 42 17884 42 21 31JUL94 APPENDIX B Reports Page 4 Billing No 2 Item Complete Page 5 Billing No 2 Item Complete Page B 10
57. r output is slightly different Check that the pitch setting commands are producing approximately the correct pitch that the characters in the symbol set match those shown and that the shaded header is legible Confirm the settings are correct by answering Y es to the prompt If the printout shows the codes are not correct select N o to return to the screen See Printer Setup page D 23 for more information PROBILL returns to the Mastermenu Select Customisation and then System Defaults from the picklist that appears Changing System Defaults The System Defaults screen looks like this SYSTEM DEFAULTS Colour ON Y N Password facility ON Y N Gestalt matching ON Y N Switch MOUSE Buttons Y N Department Project Name F2 record F10 cancel F4 bring fwd No if text is unclear System date Wed 15JUN94 Sound ON Y N Archive facility ON Y N Standard VIDEO lines Y N MOUSE Sensitivity Level Yes Yes Yes 4 F3 blank fld TL PgUp top PgDn bottom NUM System defaults page D 34 explains all these fields in detail In the tutorial we will leave most at their default values Press to move to the last field the Department Project Name field Department or Project Name Sensible defaults avoid the need to key the same information into every new contract For instance assume all users belong to just one section Mechanical Engineering Part B Tutorial Page B 7 PROBILL User Manu
58. rrent Index 18 210 19 180 PLANT Component 2 Period To 1 30JUN94 2 31JUL94 Component 3 MATERIAL To 30JUN94 31JUL94 1 2 Escalation Class BW 1 30JUN94 Component 1 LABOUR 3 MATERIAL Fixed Weight Period Escalation for Class BW is Period 2 31JUL94 Component 1 LABOUR 3 MATERIAL Fixed Weight Escalation for Class BW is Escalation Class CE Period 1 30JUN94 Component 1 LABOUR 2 PLANT 3 MATERIAL Fixed Weight Escalation for Class CE Period 2 31JUL94 Component 1 LABOUR 2 PLANT 3 MATERIAL Fixed Weight Escalation for Class CE 30JUN94 31JUL94 Current Index 1169 700 1186 300 Base Index Current Index 134 370 W3 7 1 90 Weighting 0 400 0 450 0 150 Total Factor 0 019096199 x Weighting 0 400 0 450 0 150 Total Factor 0 050248014 x CIVIL CLASSIFICATION Weighting 0 250 0 350 0 300 0 100 Total Factor 0 011686646 x Weighting 0 250 0 350 0 300 0 100 Total Factor 0 036519000 x 30JUN94 to Period 2 Base Index BUILDING CLASSIFICATION System date 2AUG94 31JUL94 Tue Base Index CI BI BI 0 000000000 0 053267435 1173 200 CI BI BI 0 002983294 0 011166042 128 900 CI BI BI 0 042435997 0 064313421 WEIGHT x CI BI BI 0 000000000 0 019096199 0 019096199 0 00 WEIGHT x CI BI BI 0 021306974 0 028941040 0 050248014 47123 43 2367 86 WEIGHT x CI BI
59. ss Quantities Before this is done it is important to ensure that the o d period quantities are correct What if an error has been discovered in this billing and needs to be corrected As this is common in practice let s experiment with an example Perhaps the GRADER RENTAL hours should have been 212 5 instead of 112 5 How do you correct this error If you enter a period quantity of 100 hours or a quantity todate of 212 5 hours surely PROBILL will interpret it as additional progress on the item and compute at least one of the quantities incorrectly remember that one of the two quantities is always redundant it must be derived from the other to maintain the integrity of the accumulation procedure Let s see what happens Select Progress Items from the Item menu and press when prompted for the new Billing Date This Is Most Important By using the same date of 30JUN94 you are indicating that this is not a new billing you are just editing June data Move the cursor down to the item code field and hit for a picklist Lets force PROBILL to search through the text in the list for a best match for something like Grader Rental Hit and type rent into the Search for dialogue box The GRADER RENTAL item will be highlighted Press to select it and then amend the hours in the quantity todate field PROBILL will understand that this is a correction and not additional progress You may change either of the quantities and the other wi
60. tion items Note that the second item is a deduction the unit rate is negative Then add the two items in the MATERIALS ON SITE group Both items are in the same section PLUMBING MATERIAL Of course any MATERIALS ON SITE item must have zero contract quantity and final quantity Why Make sure you understand this point Attach a note to this Group to remind other users of this fact Notes can be attached to Groups and Sections as well as Items If you hit Alt N from the Group code or description field the note will be associated with the group There are various ways to measure these items Where the material is homogeneous such as pipe it is preferable to use physical units 1m Tn m2 etc Where it is a heterogeneous mix of small items such as pipe fittings it may be easier to tally it in dollars a measure unit of and a Unit Rate of 1 00 You can use PROCALC tied to the Quantity Todate field as a tally sheet to list out all the fittings and their prices extended to produce a total value of this material Different classes of materials on site should be separated into different sections This means subtotals are available for these classes When you have finished adding these items key to SWITCH modes Hit to go to the first choice Progress Items and to select it Part B Tutorial Page B 20 PROBILL User Manual Progress Reporting Billing Date A small window will appear with a prompt
61. ts but combine them in different proportions The cost components and their respective base indices and current indices for the first payment period are Period Date Labour Plant Material BASE Index Base 17MAR94 18 210F 1173 2F 128 90F CURRENT Index 1 15JUN94 18 210F 1169 7F 134 54P F Final Index P Preliminary Index Weights The proportions weights of each component are WEIGHTING Labour Plant Material Fixed BUILDING 0 40 Nil 0 45 0 15 CIVIL 0 25 0 35 0 30 0 10 Of course the escalation details could have been entered into PROBILL before you produced the first billing The Escalation Class for each item could also have been entered when the items were first created Fortunately no essential data has been lost as you have not consolidated the period figures used in the first progress billing As is often the case the division of the contract for purposes of escalation corresponds with the group structure of the Schedule of Rates PROBILL provides special short cuts that in this case will avoid the necessity to enter the Escalation Class item by item Utility Menu Go to the Utility menu and select Set Escn classes Fill in the screen fields as follows Set ESCALATION CLASSES by MASKING System date Fri 1JUL94 Mask on the Group Section and Item Codes Group Sec Item No New Escalation Class No leal kR 2 Icel Part B Tutorial Page B 24 PROBILL User Manual Escalation You have
62. turn to PROCALC More on these refinements later Printing Reports Select PrintReports from the Mastermenu A report request screen appears The cursor drops to the Report Name field Ignore the fields on the line above this for the moment Hit for this picklist of standard reports REPORTS CONTRACT DATA BILL BREAKDOWN BILLING TODATE FINAL ESTIMATE MEASURE INPUT DEPARTMENT SUMMARY Requesting Reports Select BILL BREAKDOWN and press to move to the More Reports field Hit Y es The screen will look like this Contract BULLAMAKANKA DAM TUTORIAL EXAMPLE System date Wed 15JUN94 Printer Okidata Microline 393 Batchfile Name Report No 1 Report Name BILL BREAKDOWN More Reports Yes Selection Mask L Sort the Report Yes Consolidate Completed Items No Suppress Items Not Started No Summary Only No Video Printer or File Print Print Pitch Pica Number of Copies fa Pause between Pages No Header each Page Yes Show NOTEPAD text Yes Show PROCALC lines No Part B Tutorial Page B 18 PROBILL User Manual Progress Reporting Note This screen adjusts to suit the settings in Customisation Printer Setup For example if you are using a laser printer the Print Pitch and Header each Page fields will not appear Hit to RECORD the report request You could print one report and request more later but it is more convenient to specify and print a set of reports as a batch
63. ve the amounts for future recalculation in case indices change e calculate the escalation e print a calculation sheet which can be appended to the Progress Payment Certificate and e save the period escalation amount as a pay item in the contract The item will be saved in a special group r created for escalation items Later you may wish to use the NOTEPAD to append notes to the item e g noting whether the indices are preliminary or final Go to the Master menu and select Print Reports Print an amended BILLING TODATE It should now include the escalation item We have assumed that the VARIATION items the MATERIALS ON SITE and the ESCALATION itself will not be subject to escalation no escalation classification was entered against the items PROBILL is flexible in the treatment of these issues any item can be escalated All that is necessary is that an escalation class be assigned and the class defined from the Escalation menu More Progress Second Billing 2AUG94 Go to the next MEASURE INPUT document Page 6 of Appendix B Billing No 2 to 31 July 1994 Further progress has been recorded The entries are quantities todate You can record period quantities if you prefer providing you are consistent Restart PROBILL if necessary To prepare for the next billing you must clear all the previous period quantities Part B Tutorial Page B 28 PROBILL User Manual More Progress Amending Progre

PROBILL — Evaluation Pack - Procon Construction Systems

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PROBILL &mdash; Evaluation Pack - Procon Construction Systems

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PROBILL — Evaluation Pack - Procon Construction Systems