Difference between revisions of "Tutorial"
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=== Rows === | === Rows === | ||
| − | After the beginning rows | + | After the beginning rows, every row is one of the rows as described in the table below |
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| + | Each row servers their own purpose and should be used together to get a cleaner template | ||
{| class="wikitable" | {| class="wikitable" | ||
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| SPC|| Add/Delete|| Space|| Space|| Space | | SPC|| Add/Delete|| Space|| Space|| Space | ||
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| + | === Hidden Columns (or Rows) === | ||
=== Editing Area === | === Editing Area === | ||
Revision as of 17:22, 13 July 2021
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
After the beginning rows, every row is one of the rows as described in the table below
Each row servers their own purpose and should be used together to get a cleaner template
| Indicator | Expected Actions | Name | Examples | Type |
|---|---|---|---|---|
| DV | Static | 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 |
Hidden Columns (or Rows)
Editing Area
After reading or skimming through this tutorial, you might want to Check out:
- 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
However the best way to learn the program is to just use it!