---
aliases:
  - ConEst project setup
title: ConEst Project Setup
tags:
  - occupational
  - status/draft
  - type/guide
next: setup-accubid
---
# ConEst Project Setup

## Create ConEst Project Folder

```pwsh
# Copy template folder to
Set-Location "\\EgnyteDrive\Shared\Estimating\7 ConEst Team\Projects\ConEst 2025\"
Copy-Item ".\z.Template Folder\" ".\$region\$projectName - $state, $buildingType"

# TODO: Create shortcut in ~/Jobs/$ConEstProjectFolderName
```

## Download Project Documents

1. Locate Request for Proposal (RFP) documents in BPM
    and download to `"$conestFolder\3. Plans & Spec's"`:
    * Drawings
        * Electrical
        * Low Voltage
        * Telecom
    * Specifications (Project Manual)

2. Locate proposal in BPM
    and download to `"$conestFolder\2. Contract, Sch. & Scope"`

```none
Set-Location ".\$region\$projectName"
# Download docs from BPM to ".\3. Plans & Spec's"
# TODO: Automate

# copying from "\\EgnyteDrive\Shared\Estimating\$region\00 Open Bids\$projectName"
# may be more practical
```

## Create Unit Matrix

See Electrical and Architectural sets.

The Unit Matrix shows quantities for each typical

> [!info] Also Known As
> * "Guestroom Matrix"
> * "Key Matrix"
> * "Room Matrix"
> * "Unit Mix"
> * "Unit Tabulation"

> [!important]
> If matrices are provided in both Electrical and Architectural sets,
> they almost certainly disagree.
> Discrepancies must be resolved before continuing.

There is no standard format for these matrices.

"QQ" is sometimes used as shorthand for double queen.

## Create Area Breakout

`SF Calcs.xlsx`

## Setup WBS

> See [[pdi-wbs]]

### Save New Blank Template

```pwsh
Set-Location "\\EgnyteDrive\Shared\Estimating\19 WBS Agreement GP"
Copy-Item ".\1. Wizard Template - WBS\MEP Wizard v3.111.4 (7-21-2025)(Summary Adjustments).xlsm" \
          ".\2. Blank Project WBS\2025\$projectName WBS $date.xlsm"
```

### Add Project Details

Manage > Login

WBS Manage > Project Details

Complete form.

Save

### Add Tasks

WBS Manage > Task Manager

Complete Form.

Save > Save Overwrite All

### Get Accubid Areas

WBS Manage > Accubid Setup

Copy the Areas into the Accubid job,
Bid Item, System, and Floors can be ignored.

## Setup Accubid

See [[accubid-setup]].
