Commercial Estimator Program Getting Started
Contents
1. Application Estimate ID Property Owner Updated Options LE TEST 1l234 David Grant Of2 2002 Edit Delete EE TEST 123 4 of2 2002 Edit Delete 5 Click the Delete link for the first estimate listed TEST 9876 Your search returned 2 estimates Updated Estimate ID Property Owner Options Application CE TEST 1234 David Grant o 2 2002 Edit gee CE TEST 1234 giaz 02 Edit Delete When the following displays click OK Microsoft Internet Explorer _ 7 Are you sure you want to delete the estimate titled TEST 1234 w rea 6 Delete the other estimate TEST 1234 in the same way You have now learned how to enter estimates using the Estimate Data screens display individual field help display help for occupancies and components use the help system Table of Contents and Index edit and delete saved estimates SwiftEstimator Commercial Estimator September 2002 Tutorial 2 You have completed the tutorials and can exit SwiftEstimator by clicking the Log Out button at the top of the screen MARSHALL amp SWIFT THE BUILG ag CONT PEOPLE UA ADMINISTRATION LOG ha HAUT I SwiftEstimator New Estimates Click here to create a new Estimate Create A New Estimate For further details on the use of the Commercial Estimator refer to the help system or the remaining sections in this User Manual Program Reference which contains complete instructions for all of the fea2. Powered by Marshall amp Swift Commercial Estimator Program Getting Started September 2002 MARSHALL amp SWIFT 2002 Marshall amp Swift L P P O Box 26037 Los Angeles California 90026 0307 All Rights Reserved Worldwide No part of this documentation may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without prior written permission of the publisher Table of Contents Table of Contents IDV CUS Wi I costs EEE PE E staat E pas A EE E E E 1 1 PPT MAIC E E S E T ET E atone tes A naee amt boeeeee 1 2 Obtaining Technical Support sseeeseesseesssessserssersserssersserssersserssersseesseessersseesses 1 2 SEATING SWN ESMAO e elaiwlanide Darian vias icesmsulan vanities 1 3 Tutorial 1 Entering an Estimate Using Guided Entry Calculating and Printing an ESMI Eroen naeta r a a a 1 4 Create a New Estimate using Guided Entry ssenesenssessensserssorsserssersserssersseessee 1 5 Enter the General Information ssseessseessseessserssserssseresseressersssersssersssersseersses l 7 Poter the Occtipame yD ata ean N a ete enh tce 1 8 Enter the Exterior Wall orrir aa E aes l 11 Enter the Hoanne and COO MINS nesre a a A 1 12 sO if N E ES e E T E T E T 1 13 Forre opne S a a terete eter ne rere ec rem arece yer entry try 1 15 Enter the Land Value and Site Improvementts ccecccseeeccseeeeeeeceeee
3. Perimeter iregular Com Physical amp Funct Manual perimeter Deo k Effective Age 4 Press the Tab key to move to the Perimeter field then type 290 The Shape and Perimeter fields now appear as follows Shape manual perimeter Perimeter 290 You cannot enter both a perimeter and a shape If you enter a shape Commercial Estimator calculates a perimeter based on the shape and the average floor area We strongly suggest that you enter the actual perimeter measured in linear feet instead of the shape whenever possible 5 Press Tab to move to the Effective Age field and type 10 Effective Age f 0 1 26 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 You have now finished entering the Building Data for the section which appears as follows Building Data Select Section Section 1 New Section Title Section Areg 20363 must be at least 200 Stories in Section 2 must be at least 1 Stories in Building must be at least 1 or blank Shane Shape or Perimeter must be J manual permeter specified but not both Perimeter 290 Effective age or Depreciation Effective Age 10 allowed but not both Com Physical amp Funct Dep Yo Physical Depreciation So Functional Depreciation So External Depreciation Required lt lt General Information OcCuUpAaNncies gt gt 6 Click the Occupancies gt gt button to move to the Occupancies scr
4. When a building has setbacks some floors are significantly larger than other floors you can use one section for the lower floors and another Section for the upper floors Vertical Sectioning When a building has wings with different number of stories you can use one Section for the main part of the building and other Sections for the other portions of the building Multiple Buildings When you want a single report for two or more buildings you can use a Section for each building See the Worksheet Reference for further details In this tutorial we only enter one section Do the following 1 Press the Tab key to move to the Area field and type 20363 Area 20363 Whenever entering numbers greater than 999 in Commercial Estimator do not enter commas 1 e enter 20363 not 20 363 2 Press the Tab key to move to Stories in Section and type 2 Stories in Section 2 Stories in Building You only need to enter a number of stories in the building field when it differs from the number of stories in the section field This occurs when you divide a building horizontally into two sections one with some of the floors and the other with the remaining floors In this example we leave the Stories in Building field blank September 2002 SwiftEstimator Commercial Estimator 1 25 Getting Started 3 Click the in the Shape field then select manual perimeter Shape manual perimeter square rectangular
5. which has been published by Marshall amp Swift for over 65 years This section of the User Guide presents the basic steps you need to start using Commercial Estimator This includes the following two tutorials that you can use to learn the program basics Tutorial 1 Entering an estimate using Guided Entry together with calculating and printing estimates Tutorial 2 Entering an estimate using the complete Estimate Data screens together with editing and deleting estimates The remaining sections in this User Guide are reference sections for the following items Program Reference which contains complete instructions for all of the features in Commercial Estimator grouped by type of feature Worksheet Reference which contains complete definitions of each of the data items you can input into Commercial Estimator relating them to the paper Worksheet you can use in the field to collect data for your estimates Occupancy Reference which contains complete lists and definitions of all the occupancies building uses available within the program This Getting Started section 1s intended to be read in the order it 1s written The tutorials introduce the basics of program usage and then build on these basics As tutorials they do not cover all possible options in the programs The reference sections are intended to be referenced in a random order when you need more information about a particular topic September 2002 S
6. Churches Theaters Auditoriums 993 Interior Space Office Office Find Click here for occupancy help Help To list Gccupancies enter all or part of an occupancy and click find or choose an Double click an item in the Occupancy list Occupancy Group above E E above or Type the desired code in below Occupancy Detail Code 344 Office Building Percentage Ul Enter 1 100 Height fic Enter 6 120 Class Fireproof structural steel frame A Quality 20 Average 5 Change two of the fields in the Occupancy Detail as follows Click in the field then type 40 Click on the button on the right side of the Class field to display a list of available classes then click on C Class Masonry hearing walls Cj Qualit Fireproof structural steel trame 4 Reinforced concrete frame B Masonry bearing wais C Wood or steel fraamewexterior walls O Fole frame FP Metal frame and walls 5 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 The Occupancy Detail now appears as follows Occupancy Detail Code ja Office Building Percentage Jao Enter 1 100 Height fio Enter 6 120 Class Masonrybearingwalls C Quality 20 Average 6 Add a second occupancy a bank by first clicking Click Here to Add an Occupancy in the Selected Occupancies list Selected Occupancies oe g Code Occupancy Percent Height Class Quality Delete 344 Office Building Click
7. Close Estimate link on the left side of the screen MARSHALL amp SWIFT S W j tt Est i m ato r UAT Loe out Heer YE Commercial Estimator Detailed Report General Information Calculate Jj Print_ Sections Building Data Marshall amp Swift SwiftEstimator Occupancies Commercial Estimator Detailed Report Components Additions M marks General Information Notes Estimate Number 00000017 Estimate ID TEST 1234 Saved Until 09 30 2003 Date Created 09 01 2002 Reports Property Owner Date Updated 09 01 2002 Data Entry Property Address 90017 Date Calculated 09 02 2002 Report Cost Data As Of 09 2002 Summary Report Detailed Report Close pe Section 1 Area 20363 Overall Depreciation Stories in 2 Physical Congratulations You have now learned how to create enter calculate print and close an estimate using Guided Entry You can now exit SwiftEstimator by clicking the Log Out button in the upper right portion of the screen or continue with Tutorial 2 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 Tutorial 2 Using the Estimate Data Screens Using Help Editing and Deleting Estimates In this tutorial you learn how to Enter an estimate using the Estimate Data Screens Display help for occupancies and components Use the help Table of Contents and Index Edit an estimate Delete an estimate The steps for this tu
8. FF Stucco on Metal Panels sprinklers oob Stud EIFS Synthetic Stucco Mezzanines o4 stud stucco Malls 921 Single Stucco on ood Frame stucco oN Click here for component help KAR r alor part of a To list Components ente component name and click find or choose a Construction System above Double click an item in the Component list above or Type the desired code in below September 2002 SwiftEstimator Commercial Estimator 1 33 Getting Started 2 Click on Block with Stucco in the Available Components list on the right to highlight it then click the Help button Component Search Construction System Component Exterior Valls a04 Block with Stucco HAC Heating 851 Curtain Steel Studs amp Stucco Elevators 871 PP Stucco on Metal Panels sprinklers 205 Stud EIFS synthetic Stucco Mezzanines 092 Stud Stucco Malls 1921 Single Stucco on Wood Frame stucco Find Click here for component help To list Components enter all or part of a component name and click find or choose a Construction System above Double click an item in the Component list above or Type the desired code in below Commercial Estimator displays the help for Block with Stucco walls in a separate Help window Block with Stucco Microsoft Internet Explorer ta Gath mp r fe id at A Search 4 Favorites EW History Eh ia lz ahow 04 Block with Stucco
9. To list Gccupancies enter all or part of an occupancy and click find or choose an Double click an item in the Occupancy list Occupancy Group above above or Type the desired code in below Occupancy Detail Code 304 Bank Percentage Enter 1 100 Height E Enter 6 120 hd asc nny hearin c walls dS eee Quality 2 0 Average lt lt Building Data Components gt gt There is no limit to the number of occupancies you can add to a section 7 Click the Components gt gt button to display the Components screen 1 32 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 Enter Components The Components screen allows you to specify the construction components in the building section using the following construction systems Exterior Walls Heating Cooling and Ventilation HVAC Sprinklers Elevators Mezzanines Malls Miscellaneous Items Fire Alarm Systems Balconies Land and Site Land Value Site Value Site Improvements If you do not select any components for Exterior Walls or HVAC Commercial automatically includes appropriate costs for these items based on the occupancy class and quality on the Occupancy Screen 1 Click on the Exterior Walls Construction System All available exterior walls display Component Search Construction system Component Exterior Valls old Block with Stucco HAC Heating O51 Curtain Steel Studs amp stucco Elevators orl
10. Commercial Estimator September 2002 Tutorial 1 Enter the General Information The first Guided Entry screen Building Data allows you to enter some basic information about the building and estimate Use the Tab key to move from field to field on this screen 1 Commercial Estimator starts out in the Estimate ID field on the Building Data screen You can tell this by the blinking vertical line at the beginning of this field called the cursor Estimate ID Type TEST 1234 in this field 2 Press the Tab key to move to ZIP Postal Code then type 90017 3 Continue entering information in this manner until your screen appears as follows Guided Entry Building Information Guided Entry allows you to quickly create an estimate by entering the most common Information for a single section Click Next after filling in each screen to move to the next screen After completing the first page you can click Finish at any time to continue editing this estimate using the detailed screens Estimate Number Estimate ID TEST 1234 zip Postal Code 30017 Stories In Building 2 Total Building Area 20363 Required Cancel Previous Next gt Finish Note All fields on this screen are required 1 e you must make entries in these fields 4 Click the Next gt button to move to the Occupancies screen September 2002 SwiftEstimator Commercial Estimator 1 7 Getting Started Enter the Occupa
11. Data Entry Report screen Data Entry Report General Information Print Sections Building Data Marshall amp Swift SwiftEstimator Occupancies Commercial Estimator Data Entry Report Components Additions G l I f ti Remarks enera nrormMmatiocn Notes Estimate Number 00000017 Estimate ID TEST 1234 Saved Until 09 01 2003 Date Created 09 01 2002 Reports Property Owner Date Updated 09 01 2007 Data Entry Property Address 90017 Date Calculated 09 01 2002 Report Cost Data As Of 093 2002 Summary Report Detailed Report Close Estimate 1 16 SwiftEstimator Commercial Estimator September 2002 Tutorial 1 Calculate the Costs and Print the Report The Reports screens allow you to calculate the costs print a report and download a report to your computer Do the following 1 Click the Calculate button on the Reports screen to calculate and display the Detailed Report The following displays to indicate what you will be charged for the calculation E SWIRE stimator Cart Microsoft Internet Explorer Item Item Price Quantity Price New charges for this calculation SwittEstimatar Commercial Estimator 4 00 1 4o00 New Total 4 00 Enter a Promotional Code if applicable Apply If you do not want to incur this charge click Cancel read the rest of this section then close the estimate using the steps on page 1 20 Otherwise click Continue to calculate the costs and be charged the amount indicat
12. Estimator 820 Glass Block Type in the keyword to Find glass Masonry wall structure comprised of hollow glass blocks only Typically ane row thick having the advantage of admitting light Glass gl without sacrificing privacy aT Storage Building Construction system Exterior Walls government Building Grain Storage Enter the follawing for this component franite Percent of Vall Area 1 100 Greenhouse Ground Loop Heat Pump Group Care Home You can use the Index to find the help for any item available in Commercial Estimator September 2002 SwiftEstimator Commercial Estimator 1 37 Getting Started Click the Close button in the upper right corner of the help window to close the window SwiftE stimator Commercial Estimator Microsoft Internet Explorer 4 Back 9 at Search 4 Favorites Histor Es S Eq GI Contents bce Ga search Aig swiftEstimator 20 Glass Block Masonry wall structure comprised of hollow glass blocks only Type in the keyword to Find olassl 6 Double click Block with Stucco in the Available Components list Commercial Estimator displays this component in the Component Detail at the bottom of the screen Component Search Construction System Component Exterior alls oU4 Block wite Stucco HVAC Heating oT Curtain studs amp Stucco Elevators o 1 PF Stucco on Metal Panels sprinklers Bob
13. Here to 4dd an aopupancy m Now click on Offices Medical Public Buildings in the Occupancy Groups and double click on Bank in the Available Occupancies list Occupancy Search Occupancy Group Available Occupancies Apartments Clubs Hotels W304 Bank w ooo Residential Multiples Motels 1313 Convaaecent Hospital Stores Commercials 320 Dispensary Garages Industrials Lofts Warehouses 322 Fire Station Staff Offices Medical Public Buildings 32r Governmental Building Churches Theaters Auditoriums 331 Hospital September 2002 SwiftEstimator Commercial Estimator 1 31 Getting Started When the occupancy displays in the Occupancy Detail at the bottom of the screen change its class to C The Occupancy screen now appears as follows Occupancies Select Section Section 1 Selected Occupancies Code Occupancy Percent Height Class Quality Delete 304 Bank 100 Click Here to Add an Occupancy Edit the contents of the selected row above using the occupancy details below Occupancy Search Occupancy Group Available Occupancies A partments Clubs Hotels Residential Multiples Motels 313 Convalescent Hospital stores Commercials 320 Dispensary Garages Industrials Lofts Warehouses 322 Fire Station Staff Offices Medical Public Buildings 32 Governmental Building Churches Theaters Auditoriums 331 Hospital Office Find Click here for occupancy help Help
14. Office n 444 Dental Office Clinic a Office Fina Click here for occupancy help ke To list Occupancies enter all or part of an 1 28 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 Commercial Estimator displays the following help in a separate window 344 Office Building Microsoft Internet Explorer d Back omp f i at Gh Search Favorites EA History Eh a3 Ef z ahow 344 Office Building These buildings are designed for commercial occupancies and are normally subdivided into smaller units for tenant use The interior finish may have plaster or drywall and depending on the quality utilize glass and special wall covering Floor finishes are carpet terrazzo or vinyl Ceiling finishes vary with the quality Luminous ceilings and high intensity fluorescent lighting are found in the better qualities In the restrooms both the number and quality of fixtures generally correspond to the quality of the building Typically floor finishes in the restroom areas are ceramic tile At all quality levels metal partitions and commercial plumbing fixtures can be found Most offices have a combined heating and cooling system while the lower cost structures have heating only The following are not included in the casts Signs and office furnishings of equipment This accupancy includes both shell and tenant improvement costs To price each separately using two separate occupancies in tw
15. age Height Class Quality Offices Medical Public Buildings Jail Correctional Facility Library Public Medical Office Office Building L coy Oxy Te L Masonry bearing walls C 2 0 Average Required Commercial Estimator displays the occupancy data in the Selected Occupancies list at the top of the screen Code Occupancy 344 Office Building Class Quality Delete 20 T Percentage Height 40 10 C Total 40 4 Click in the code field type 304 then press the Tab key Commercial Estimator displays default values for this occupancy including setting the percentage to 60 Occupancy Group Occupancy Code Percentage Height Class Quality Fireproof structural steel trame A hd 2 0 Average September 2002 SwiftEstimator Commercial Estimator Getting Started Change the Class to C Masonry bearing walls then click the Add button The Selected Occupancies list at the top of the screen now appears as follows Code Occupancy Percentage Height Class Quality Delete 344 Office Building 40 10 C 20 ff 304 Bank 60 19 Z 20 m Total 100 5 Click the Next gt button at the bottom of the screen to move to the Exterior Walls screen 1 10 SwiftEstimator Commercial Estimator September 2002 Tutorial 1 Enter the Exterior Walls For exterior walls you can use a typical exterior wall based on the occupancies classes and q
16. cellaneous Components 2 Land and Site September 2002 SwiftEstimator Commercial Estimator 1 35 Getting Started Click the topic Exterior Walls Commercial Estimator displays a list of all available Exterior Wall components i Cont nits Index Search iia swiftestimator 3 Technical Support Exterior Walls 2 Hl Commercial Estimator Calculates Cos Note Exterior wall choices are not available for a number of DIC EAE Sct bet Perren occupancies For a list of these occupancies see occupancies CS Detailed Data Screen Reference aihio ereit eal occupancy Reference i l l l l He The exterior walls available in Commercial Estimator are Concrete Masonry Walls Bearing or Curtain Elevators 2 Sprinklers Brick te S07 Brick Solid ae 5 OU8 Brick SCR Modular b 3 k iscellaneous Components 805 Brick with Block Back up 2 Land and Site S06 Brick with Clay Tile Back up O10 Cavity Brick 011 Cavity Brick with Block Back up Block 001 Adobe Black 012 Concrete Block oU4 Block with Stucco 003 Block with EIFS O14 Concrete Block Slumpstone 015 Concrete Block Textured Face Fs 813 Concrete Block Glazed 4 Click on any of these wall types to display the help for that type You can use the Table of Contents to display help for any data entry screen or the components in any construction system within Commercial Estimator 1 36 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 5 Cl
17. ed then complete the rest of this section September 2002 SwiftEstimator Commercial Estimator 1 17 Getting Started 2 Commercial Estimator calculates the costs then displays the Detailed Report The bottom of this report has the calculated costs Basic Structure Base Cost Exterior Walls Block with Stucco Heating amp Cooling Warmed and Cooled Air Elevators Passenger Freight Power Sprinklers Wet Sprinklers Basic Structure Cost Miscellaneous Land Land Site Improvements Site Improvements undepreciated Total Cost Units 20 363 20 363 20 363 0 363 20 363 250 000 35 000 20 363 Cost al 25 16 75 Pie Wa 47 496 34 0 016 42 aed 113 20 1 00 1 00 127 20 Total 1 654 494 341 080 161 275 47 496 55 616 45 002 2 305 163 250 000 35 000 7 590 163 Coast data provided by Marshall amp Swift 3 Click the Print button at the top of the screen Detailed Report Calculate Marshall amp Swift SwiftEstimator Commercial Estimator Detailed Report SwiftEstimator Commercial Estimator Download September 2002 Tutorial 1 When the following displays click the Print button to print the report Add Printer DEEE LAPF Aa E Selec tior pe surent Rage Apply September 2002 SwiftEstimator Commercial Estimator 1 19 Getting Started Close the Estimate Since we are now finished with this estimate click on the
18. eeeneseees 1 16 Calculate the Costs and Print the Report ccecccceccccssecceeseeeeeeccseseeeeneeeeeees 1 17 Close THE ES TIMAC 5 ensutasavereunnarwsalsmeny asaunnepessunindnnuatavansuanet E E 1 20 Tutorial 2 Using the Estimate Data Screens Using Help Editing and Deleting FS EUAN A as gare E A tern nee eed omnes aed ones vase 1 21 Create a New Estimate using the Estimate Data Screens ccccceeccceeeeeeee ees 1 22 Enter General Information Data sereine ies 1 23 Enter the Section Buildin amp Data rienascrenscvedesionsseronesiadutieasaseenesuededimenssremsaaaetiesne 1 25 Enter the ecelel oy 01 en Meeeeeen eer eee ne aeaa mere tr eey treet rere sr eee retreat 1 28 September 2002 SwiftEstimator Commercial Estimator 1 i Getting Started PoE COMPONAT eee EEEE E E E EEE EEE 1 33 Searching for Editing and Deleting Estimates cccceccccsescceeeeceeeseeeeneeeaeees 1 42 1 ii SwiftEstimator Commercial Estimator September 2002 Overview Overview The Marshall amp Swift Commercial Estimator is an easy to use program in the SwiltEstimator suite of programs accessible through the Internet It provides an accurate quick and flexible method of determining up to date replacement cost and actual cash value for over 200 commercial and agricultural building types found throughout the United States and Canada It is based on the square foot Calculator method in the Marshall Valuation Service
19. een September 2002 SwiftEstimator Commercial Estimator 1 27 Getting Started Enter the Occupancy Do the following 1 Use the Search portion in the middle of the Occupancies screen to select occupancies Type Office in the field below the Occupancy Group list then click the Find button next to it Commercial Estimator displays only those occupancies with Office in their name in the available occupancies list Occupancy Search Occupancy Group Available GQecupancies Apartments Clubs Hotels B44 Motel Office Apartrnient Residential Multiples Motels 1597 Mixed Retail w Office Units Stores Commercials 329 Hangar Maint amp Office Garages Industrials Lofts Warehouses 346 Post Office Obsolete Offices Medical Public Buildings Bol Post Office Main Churches Theaters Auditoriums 584 Post Office Branch Office a Click here for occupancy help r part of an To list Qccupancies enter a 2 Scroll down the Available Occupancies list click on Office Building in the to highlight it then click the Help button Occupancy Search Occupancy Group Available Occupancies Apartments Clubs Hotels Residential Multiples Motels Stores Commercials Garages Industrials Lofts Warehouses Offices Medical Public Buildings 49 Shell Office P44 Office Buildin Churches Theaters Auditoriums 993 Interior Space Office 562 Post Office Branch 341 Medica
20. ick the Index button in the upper left side of the help window Commercial Estimator displays the index EI Contents EB Index D Search Vid SwiftEstimator gt x m Exterior Walls Type in the keyword to Find Hote Exterior wall choices are not available for a number of occupancies Fora list of these occupancies see occupancies without exterior walls Addition Type Additions The exterior walls available in Commercial Estimator are Administration Building Adobe Block s Air Conditioning Concrete Masonry Walls Bearing or Curtain Airline Terminal Alphabetical Occupancy List Alternative School Brick Sa ae aU Brick Solid SERE 608 Brick SCR Modular 6 8 Armory a05 Brick with Block Back up Arts and Crafts Building O06 Brick with Clay Tile Back up Ashlar Stone 810 Cavity Brick Ea alg 811 Cavity Brick with Block Back up Assisted Living Multiple Residence Athletic Facility Atrium Block Auditorium Automatic Car Wash 001 Adobe Block Automobile ole Concrete Block Bag Fertilizer Storage oU4 Block with Stucco peso 803 Block with EIFS Bar Tavern O14 Concrete Glock slumpstone Barber Shop 4 015 Concrete Block Textured Face zR a 013 Concrete Block Glazed 4 DODO Cede annn DL Type glass in the keyword field on the left side of the screen then click Glass Block in the index list Commercial Estimator displays the help for Glass Block walls NE Contents E Index Search Ana Swift
21. igation Menu Total Building Area lee Se Fe ore Sequential CE es E Ge lt Navigation rar Buttons Eei Marshell amp Gert September 2002 SwiftEstimator Commercial Estimator 1 5 Getting Started In this tutorial we will mainly use the Sequential Navigation Buttons as follows Next gt Move forward to the next Guided Entry screen lt Previous Move back to the previous Guided Entry screen Cancel Cancel the creation of the new estimate returning to the New Estimate Search screen If you click Cancel nothing that you entered is saved Finish Close Guided Entry and move to the Estimate Data screens to continue data entry calculate the costs or display reports Commercial Estimator displays the Reports screen Begin creating a new estimate using Guided Entry as follows 1 Click the Create a New Estimate button on the New Estimates Search screen New Estimates Click here to create a new Estimate Create A New Estimate i 2 When the New Estimate screen displays click Create a New Estimate using Guided Entry under Commercial Estimator To create anew estimate select one of the following options Commercial Estimator Create a New Estimate using Guided Entr Create a New Estimate using we Complete Estimate Data Screens Residential Estimator Create a New Estimate using Guided Entry Create a New Estimate using the Complete Estimate Data Screens SwiftEstimator
22. isplays click the Current Users Login Here button 3 When the Login screen displays type your User Name and Password then click the Login button SwittEstimator Powered by Marshall amp Swift USER NAME PASSWORD To retrieve a lost password CLICK HERE To create a new account CLICK HERE 4 SwiftEstimator displays the New Estimates Search screen MARSHALL amp SWIFT THE BUILGEIA A CHET PEOPLE UL COMPAS TATOO Loc OUT iit YI SwiftEstimator New Estimates Click here to create a new Estimate Create A New Estimate Search To find an existing estimate select a Search Type and enter a Search Text below 2002 Marshall amp Swift September 2002 SwiftEstimator Commercial Estimator 1 3 Getting Started Tutorial 1 Entering an Estimate Using Guided Entry Calculating and Printing an Estimate This tutorial covers the steps required to enter a new estimate using Guided Entry calculate the costs and print a report Specifically in this tutorial you learn how to Use Guided Entry to enter the basic information about a building Calculate estimate costs Preview and print cost reports Close an estimate The steps for the tutorial begin on the following page Before beginning this tutorial start SwiftEstimator using the steps on page 1 3 SwiftEstimator Commercial Estimator September 2002 Tutorial 1 Create a New Estimate using Guided Entry Commercial Estima
23. l this by the blinking vertical line at the beginning of this field called the cursor Estimate ID This is also a required field as indicated by the red asterisk following the Estimate ID name Type TEST 1234 in this field 2 Press the Tab key to move to Property ZIP Postal Code type 90017 3 Continue entering information in this manner until your screen appears as General Information Estimate Number Estimate ID TEST1934 Property Zip Postal Code gng Property Owner David Grant 000 Property Address 153 Hill Street Property City Los Angeles Property State Province cA Saved Until 09 30 2002 Comment p Required Building Data gt gt Note The ZIP Postal Code is a required field i e you must make an entry in this field Commercial Estimator uses the ZIP Postal Code to determine the region and default climate for the building and to localize the costs September 2002 SwiftEstimator Commercial Estimator 1 23 Getting Started 4 Click the Building Data gt gt button at the bottom of the screen to display the Building Data screen 1 24 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 Enter the Section Building Data You can use the top part of the Building Data screen and the next four screens to divide a building into one or more sections Select Section Section 1 E You can use sections 1n for the following Horizontal Sectioning
24. lick the Close link in the Random Navigation Menu to close the estimate September 2002 SwiftEstimator Commercial Estimator 1 41 Getting Started Searching for Editing and Deleting Estimates Use the Search section of the New Estimates Search screen to list saved estimates then edit or delete them Commercial Estimator provides a flexible search mechanism that allows you to locate estimates based on key data fields including Estimate ID Property Owner Name Address City ZIP Postal Code and Comment 1 Click the Search button with the Search Type as Recent Activity Commercial Estimator displays the most recently changed estimates Search To find an existing estimate select a Search Type and enter a Search Text below Search Type Search Text Recent Activity AT A Se ho Your search returned 5 estimates Application Estimate ID Property Owner Updated Options CE TEST 1234 David Grant O 2 2002 Edit Delete CE TEST 1234 O 2 2002 Edit Delete RES GLH 805 Lindsay Haas O 2 2002 Edit Delete CCI JSM 316 Stuart Laurel O 2 2002 Edit Delete RES DGhM 221 Chuck Roast O 2 2002 Edit Delete 2 Click Edit for the first estimate in this list Estimate ID TEST 1234 and Property Owner David Grant Application Estimate ID Property Owner Updated Options CE TEST 1234 David Grant gra 2002 Edit Delete CE TEST L234 f2002 Edit Delete RES GLH 805 Lindsay Haas gra 2002 Edit Delete 1 42 SwiftEstimato
25. ncy Data Occupancy or building use identifies the use or uses of the building as it was originally designed Do the following to enter the estimate s occupancies and related data 1 Click the button for the Occupancy Group drop down list then click Offices Medical Public Building Offices Medical Public Buildings Apartments Clubs Hotels Residential Multiples Motels Stores Commercials Garages Industrials Lots Warehouses Occupancy Group Occupancy Offices Medical Public Buildings rs Auditoriums sheds Farm Buildings ochoals Classrooms Code Fercentage 2 Select Office Building in the Occupancy drop down list Commercial Estimator displays the Occupancy Code Occupancy Percentage default Height first available Construction Class and average Quality in the fields below the Occupancy drop down list Occupancy Group Offices Medical Public Buildings Jail Correctional Facility occupancy Mbt Pui Office Builcing Code jaa Percentage Height fio Class Fireproof structural steel frame 4 Y Quality 20 Average gt Required SwiftEstimator Commercial Estimator September 2002 Tutorial 1 3 You can change any of the default values displayed for the occupancy Change the Percentage to 40 and select Class C Masonry bearing walls then click the Add button Occupancy Group Occupancy Code Percent
26. o separate sections use the following occupancies 492 Shell Office Building 993 Interior Space Office Building The following are related occupancies 597 Mixed Retail with Office Units S44 Office Apartment Motel S54 Shed Office Structure 327 Governmental Building an F 3 When finished reading the help close the help by clicking the E close button in the upper right hand corner of the help window 344 Office Building Microsoft Internet Explorer back r fai Search i Favorites E3 History B co Eq 5 September 2002 SwiftEstimator Commercial Estimator 1 29 Getting Started 4 Double click Office Building in the Available Occupancies list Commercial Estimator adds the office building occupancy to the Selected Occupancies at the top of the screen and displays default values for each of the fields associated with the occupancy selected Occupancies E 7 Code Occupancy Percent Height Class Quality Delete 344 Office Building 100 10 Click Here to 4dd an Occupancy m Edit the contents of the selected row above using the occupancy details below Occupancy Search Occupancy Group Available Gecupancies Apartments Clubs Hotels 582 Post Office Branch Residential Multiples Motels 34 Medical Office Stores Commercials 344 Office Building Garages Industrials Lofts Warehouses 444 Dental OfficeClhinic Offices Medical Public Buildings lt 492 Shell Office
27. onent help Help To list Components enter all or part of a component name and click find or choose a Construction System above Double click an item in the Component list above or Type the desired code in below Component Detail Code e12 HVAC Heating Warmed and Cooled Air o of Total ae ULU F d Enter 1 100 Floor Area MAM o i ai Climate Optional 1 Mild 2 Moderate 3 Extreme Quality Use Occupancy Quality Depreciation Oto 100 of blank September 2002 SwiftEstimator Commercial Estimator 1 39 Getting Started 8 Click Click Here to Add a Component in the Selected Components list at the top of the screen then type the 657 in the Code field of the Component Detail section Commercial Estimator displays this component s Construction System Elevators and Component Name Passenger Type 7 for the Number of Elevators Component Detail Code Elevators Passenger e51 namoro i Required Enter 1 200 Stops Per Optional Enter 2 200 Eleyator P Quality Use Occupancy Cluality Depreciation Oto 100 of blank If you know the component codes such as when you have collected the information about the building using the Worksheet you can directly enter the codes instead of using the search Note You can optionally enter the number of stops for the elevator If you do not enter a number of stops as in this example the number of stops is automatically set to the number of st
28. ops Optional 651 Number of Passenger Elevators fi 652 Number of Power Freight Elevators fi 653 Number of Manual Freight Elevators 0 ELEYATORS EY AREA For selected occupancies typically high rise buildings you can enter the percentage of the building s Total Floor Area served by elevators instead of using the count method above of Total Floor Area 650 Square foot elevators of floor area fo e EGS a oo September 2002 SwiftEstimator Commercial Estimator 1 13 Getting Started Note If you do not enter the number of stops Commercial Estimator automatically uses the number of stories in the section as the number of stops When you enter the number of stops be sure to enter the number of stops per elevator not the total number of stops in the building 2 Click the Next gt button to move to the Sprinklers screen SwiftEstimator Commercial Estimator September 2002 Tutorial 1 Enter the Sprinklers Do the following to indicate the entire floor area is covered by a wet sprinkler system 1 Type 100 for 683 Wet Sprinklers to indicate that the building has a wet sprinkler system covering 100 of the Total Floor Area The Sprinklers screen now appears as follows Guided Entry Sprinklers SPECIFIC SPRINKLER SYSTEM If you know the type of sprinkler system in the Building enter the percentage of the Total Floor 4rea served by the system of Total Floor Area 682 Ory Sprinkle
29. ories you entered in the Building Data for the section 9 Enter the following additional components either using the search method or by directly entering the compent codes 2 652 Elevators Freight Power 1 683 Sprinklers Wet Sprinklers 100 for 100 61 Land and Site Land Value 250000 64 Land and Site Site Improvements Undepreciated 35000 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 The Selected Components list at the top of the screen now appears as follows selected Components Code Component Amount Other Size Depr Quality Delete S04 Exterior Walls Block 100 with Stucco 612 HVAC Heating 100 m Warmed and Cooled Alr 651 Elevators 1 Passenger 652 Elevators Freight 1 Power 683 Sprinklers Wet 100 Sprinklers Land and Site Land 250000 35000 Se g g A G1 Improvements undepreciated Click Here to Add a Component EI Edit the contents of the selected row above by using the fields below 10 We are skipping the Additions Remarks and Adjustments screens here since they are optional and you enter data on it in the same manner as the screens we have already covered See the Worksheet Reference for details on the fields on this screen Click the Reports link in the Random Navigation Menu to display the Reports screen At this point you can calculate the estimate s cost print reports etc as covered in the first tutorial 11 C
30. r Commercial Estimator September 2002 Tutorial 2 Commercial Estimator opens this estimate displaying the General Information screen MARSHALLA SWIFT QUAN Loe out HELP UU Commercial Estimator SwiftEstimator General Information General Information Estimate Number minmin Sections Estimate ID esra U U U UUU Building Data TEST 1234 Occupancies Property Zip Postal Code ano Components Additions Property Owner David Grant Remarks Notes Property Address fi 23 Hill Street HERRES Property City Los Angeles ean Property State Province CA Summary Report Saved Until oaao 09 30 2002 Detailed Report Close Estimate comment DT Required 2002 Marshall amp Swift 3 You can now make any changes in the estimate go to the Reports screen to calculate print preview or download reports and or save any changes When finished click the Close Estimate link in the Random Navigation Menu on the left side of the screen to close the estimate Reports Data Entry Report summary Report Detailed Report Close meer 4 Select Estimate ID as the search type enter TEST as the Search Text then click the Search button Search Type Search Text Estimate ID hi TE ST ns September 2002 SwiftEstimator Commercial Estimator 1 43 Getting Started SwiftEstimator displays all estimates with TEST as part of their Estimate ID Your search returned 2 estimates
31. rs of floor area covered fo 683 Wet Sprinklers of floor area covered fioo GENERIC SPRINKLER SYSTEM If you do not know whether the sprinkler system is a Wet or Dry System enter the percentage of the Total Floor 4rea served by sprinklers 5 of Total Floor Area 691 Sprinklers of floor area covered 0 Eo EGOS a oo 2 Click the Next gt button to move to the Land amp Site screen September 2002 SwiftEstimator Commercial Estimator 1 15 Getting Started Enter the Land Value and Site Improvements Do the following to enter a land value and a cost for site improvements 1 Enter 250000 for Land Value and 35000 for Site Improvements Not Depreciated The Land amp Site screen now appears as follows Guided Entry Land amp Site Enter the land value using either of the following fields depending on the text you want to have print in the report Land Value or Site Value 61 Land value 250000 64 Site Value Enter the value of the site improvements To print site improvements in the Miscellaneous section of the report below the depreciation enter a value for Not Depreciated To print site improvements in the Extras section of the report above the depreciation section enter a value for Depreciated 63 Site Improvements Not Depreciated JS000 62 Site Improvements Depreciated Eo EG Goo 2 Click the Finish button to complete Guided Entry Commercial Estimator displays the
32. solid masonry wall built typically with one or two rows of concrete block and mortar with stucco finish coat The amount of reinforcing varies due to the structural requirernents of the wall Reinforcing is laid horizontally with various courses and vertically on the hollow core of the concrete block Door and window jambs are typically metal Construction system Exterior Valls Enter the following for this component Percent of Vall Area 1 100 3 Click the Show link in the upper left corner of the Help window Block with Stucco Microsoft Internet Explorer d Back ft gA Seach 4 Favorites Histor ES Shp Sq S ROS 04 Block with Stucco solid masonry wall built typically with one or two rows of concrete block and mortar with stucco finish coat The amount of reinforcing varies due to the structural requirernents of the wall Reinforcing is laid 1 34 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 Commercial Estimator displays a Table of Contents on the left side of the Help window together with Index and Search buttons S SwiftEstimator Commercial Estimator Microsoft Internet Explorer e een Gee i id i ZA Search Favorites E History Ey a Ef E Ni Contents Index EM Search MM SwiftEstimator Fa Technical Support 04 Block with Stucco How Commercial Estimator Calculates Cos g Quick Entry Screen Reference Co Detailed Data Screen Reference Co Occ
33. ss and quality If the building has more than one heating amp cooling type enter the percentage of each type Use Typical Heating amp Cooling Use Selected Heating amp Cooling Warmed and Cooled Alr Select Heating amp Cooling Type Select Heating amp Cooling Type Select Heating amp Cooling Type Total 100 Cancel lt Previous jf Next gt Finish 3 Click the Next gt button to move to the Occupancies screen 1 12 SwiftEstimator Commercial Estimator September 2002 Tutorial 1 Enter the Elevators Commercial Estimator has two methods for entering elevators Elevators by Count for which you enter the number of elevators and optionally the number of stops Elevators by Area for which you enter the area served by the elevators in square feet and which is only available for selected occupancies It is always better to price elevators by the Count Method when you knot the type and number of elevators Do the following 1 Enter 7 for the Number of Passenger Elevators and the Number of Freight Elevators with Power Doors The Elevators screen now appears as follows Guided Entry Elevators ELE YATORS BY COUNT Enter the number of each type of elevator below Optionally enter the number of stops for each elevator If you do not enter the number of stops Commercial Estimator will automatically use the number of stories in the building Humber of Humber of Elevators St
34. stud EIFS Synthetic stucco Mezzanines pge stud Stucco Malls 321 Single Stucco on Wood Frame stucco Find Click here for component help Help To list Components enter all or part of a component name and click find or choose a Construction System above Double click an item in the Component list above or Type the desired code in below Component Detail Code ol Exterior Walls Black with Stucco Oe of Exterior 100 Required Enter 1 100 wall Quality Use Occupancy Quality Depreciation O to 100 of blank 1 38 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 7 Click Click Here to Add a Component in the Selected Components list at the top of the screen selected Components Code Component Amount Other Size Depr Quality Delete 904 Exterior Walls Block with 100 Stucco Click Here ra a componen Edit the contents of the selected row above by using the fields below Click HVAC Heating in the Construction System list then scroll down the Available Components list until Warmed and Cooled Air is visible then double click this heating cooling type Component Search Construction System Exterior Walls a peren e11 Package Unit 0 el Vermed and Cooled Alr AVAL Heating Elevators hilled Water e Sprinklers b14 Heat BUTE Mezzanines b15 Floor Furnace Malls b16 Ind Thu vvall Heat Pump stucco Find Click here for comp
35. tor has two methods of entering data about a building Guided Entry which helps you enter the most common information about the building using a series of simple screens Complete Estimate Data which uses more detailed screens that allow you enter all data available in Commercial Estimator This tutorial teaches you how to use Guided Entry to enter an estimate and the second tutorial covers using the Complete Estimate Data method With Guided Entry you can move from screen to screen using either of the following methods Sequential Navigation Buttons These buttons take you to the previous screen or to the next screen and are located above the data area on each screen Random Navigation Menu This menu allows you to move directly to any of the screens listed on the left These are located as follows MARSHALL SWIFT SwiftEstimator Loe ur HEL i Commercial Estimator iding Data l l l ouieed Faire allows you bo quickly meste an ssimete by anterng the most common Companies information for a singa sscuon Click Neat after Alling in aach screen in move by the t next oaen be Exterior Walls Heating 2 Cooling After completing the first page you can click Pimigh st any bme to continue edtmg this esbhrmate using the detailed screans C Elevators S Sprinklers Estimate Humber Land amp Site Esomate IC ABC 123 Zi Postal Code mE Shanes n Building 2 Random Nav
36. torial begin on the following page If you are not currently using SwiftEstimator start it using the steps on page 1 3 September 2002 SwiftEstimator Commercial Estimator 1 21 Getting Started Create a New Estimate using the Estimate Data Screens Begin creating a new estimate using the Estimate Data screens as follows 1 Click the Create a New Estimate button on the New Estimates Search screen New Estimates Click here to create a new Estimate Create A New Estimate i 2 When the New Estimate screen displays click Create a New Estimate using the Complete Estimate Data Screens under Commercial Estimator To create a new estimate select one of the following options Commercial Estimator Create a Wew Estimate using Guided Entry Create a New Estimate using the J Estimate Data Screens Residential Estimator Create a New Estimate using Guided Entry Create a New Estimate using the Complete Estimate Data Screens 1 22 SwiftEstimator Commercial Estimator September 2002 Tutorial 2 Enter General Information Data The first Estimate Data screen General Information allows you to enter general information about an estimate Some or all of this general information prints at the top of the main report Use the Tab key to move from field to field on this screen 1 When you create a new estimate Commercial Estimator starts out in the Estimate ID field on the General Information screen You can tel
37. tures in Commercial Estimator grouped by type of feature Worksheet Reference which contains complete definitions of each of the data items you can input into Commercial Estimator relating them to the paper worksheet you can use in the field to collect data for your estimates Occupancy Reference which contains complete lists and definitions of all the occupancies building uses available within the program September 2002 SwiftEstimator Commercial Estimator 1 45
38. ualities on the previous screen or enter your own exterior walls Do the following to select Block with Stucco walls 1 Select Use Selected Exterior Wall Use Typical Exterior Wall Use Selected Exterior wall rica Exterior Wall Of Enter 1 100 2 Select Block with Stucco as the wall type The Exterior Walls screen now appears as follows Guided Entry Exterior Walls Select to use either the Typical Wall Type which is based on occupancy class and quality or select one or more individual wall types Use Typical Exterior Wall Use Selected Exterior Wall Block with Stucco Select Exterior Wall Select Exterior Wall Select Exterior Wall Total 100 Eo EG a 3 Click the Next gt button to move to the Heating amp Cooling screen September 2002 SwiftEstimator Commercial Estimator 1 11 Getting Started Enter the Heating and Cooling As with Exterior Walls you you can use a typical heating cooling type or enter your own type Do the following to select Warmed and Cooled Air heating and cooling 1 Select Use Typical Heating amp Cooling C Use Typical Heating amp Cooling Use SMectHeating amp Cooling Type Enter i 100 2 Select Warmed and Cooled Air as the heating type Guided Entry Heating amp Cooling Select the type of heating amp cooling for the building or use the heating amp cooling type based on occupancy cla
39. upancy Reference Co Building Component Reference solid masonry wall built typically with one or two rows of concrete block and mortar with stucco finish coat The amount of reinforcing varies due to the structural requirements of the wall Reinforcing is laid horizontally with various courses and vertically on the hollow core of the concrete block Door and window jambs are typically metal Construction System Exterior Walls Enter the following for this component Percent of Wall Area 1 100 4 Click Building Component Reference in the Table of Contents Commercial Estimator displays the topics in this book e El Index E Search CUM SwiftEstimator qh T Technical Support 04 Block with Stucco How Commercial Estimator Calculates Cos Ce Quick Entry Screen Reference Detailed Data Screen Reference solid masonry wall built typically with one or two rows of concrete block and mortar with stucco finish coat The amount of reinforcing varies due to the structural requirements of the wall occupancy Reference Reinforcing is laid horizontally with various courses and vertically J Building Component Reference on the hollow core of the concrete black Door and window jambs 2 ExterleWalls are typically metal 2 Heating Cooling amp Ventilation l 3 Elevators Construction system Exterior Walls 2 Sprinklers Enter the following for this component F Mezzanines F Malls Percent of Wall Area 1 100 B Mis
40. wiftEstimator Commercial Estimator 1 1 Getting Started Preliminaries Obtaining Technical Support If you encounter a problem when using SwiftEstimator or Commercial Estimator first refer to this User Guide or the help system for a solution If the problem cannot be resolved in this way or you have questions not answered in this User Guide please call us at one of the following technical support numbers 1 800 526 2756 or 1 213 683 9000 Fax 1 213 683 9010 Support Hours Monday Friday 7 a m until 4 p m Pacific Time When calling technical support please have the following information available Browser type and version e g Internet Explorer 5 Version 5 00 3103 1000 You can usually find the browser version in by selecting Help then About when using the browser Internet Connection Method DSL Cable Modem Dialup Modem including connection speed etc Operating system Windows 98 Windows NT Windows XP etc Printer make and model number if you are having printing problems An exact description of your question or problem including what you were doing when the problem occurred The exact text of any error messages 1 2 SwiftEstimator Commercial Estimator September 2002 Preliminaries Starting SwiftEstimator Before using either of the tutorials you need to start SwiftEstimator as follows 1 Go to www swiftestimator com in your Web browser 2 When the Welcome screen d
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