Tutorial

Welcome

This section will briefly explain the Estimating Workbook & What it does

Explaining the Workbook

Usage

The Workbook is used to like ... do stuff

Custom Ribbons

Three Custom Ribbons will appear with this Workbook

• EstToolTab --> The Main Ribbon, Used for basically Everything
• Est To VP --> Contains Consolidation Page Features and Export to Viewpoint buttons
• Report and Others --> Contains Features and buttons that didn't fit on the EstToolTab Ribbon

More In-depth info on these Ribbons can be found at the bottom of this Section or throughout the Help Manual

How Does the Program Know to Show or not Show the Ribbons?

Each Excel file has something known as 'Custom Document Properties'. If this is the first time hearing of this, you don't really need to worry about it.

Its kind of like a pocket dictionary that each Excel file carries with it. Excel knows to show the Ribbons if the current Excel file's pocket dictionary says 'IsEstimatingFile'.

Click here To See how to view & access the Custom Document Properties if you are interested (you should not change them)

Pages & Purpose

Main Pages

There are 3 Main Pages that Each Estimating Template Operates with

• Tender Evaluation --> Page contains Project Name, Dates & other project Info
• Summary --> Sums Up and Contains Totals Info based on Div's
• Div's --> Pages that Contain the Costs & Numbers

These Pages Cannot be deleting and shouldn't be deleted as they are vital to the programs function

Other Pages

There are Several Other Pages that can be Created & Deleted which can help with the Estimating Process

• Recoverable --> Recovers the Selected Pages
• Consolidation --> Consolidates the Selected Pages
• Breakdown --> Totals Alpha'd rows and allows for some Calculation
• Div Copies --> Copies of Div's that are edit-able

The explanation for these pages aren't very good but they kind of act as their name suggests

Div Structure

99% of the time you will spend on an Estimating File will be spent on Div's so its important to know their Structure & Purpose

Beginning Rows

Each Div Initially starts off with 5 rows which act as a title and Column Headers for the Page

These should never be edited as shown below in the Editing Area Section

Rows

Indicator	Expected Actions	Name	Examples	Type
DV	Add/Delete	Division	Div 1 - General Conditions	Summary
SD	Add/Delete	SubDivision	Testing, Temp services	Summary
HD	Add/Delete	Header	Millwork Subtrade Scope	Summary
ST	Add/Delete	Staff	PM, Superintendent	Cost
CL	Add/Delete	CostLine	Millwork, Wood Doors	Cost or Summary
CD	Add/Delete	CostDetail	Counter tops, each wood door type	Cost
CM	Add/Delete	Comment	Comment	Comment
SPC	Add/Delete	Space	Space	Space

Editing Area

File:Div 1 Red.png