---
id:
aliases: []
tags:
  - type/guide
  - occupational
next: setup-accubid
---
# 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
```

## Create Shortcut Folder

```pwsh
# TODO:
```

## Download Project Documents

```
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 Architectural set.

The Unit Matrix shows quantities for each typical

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

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

> [!info] "WBS"
> What is called a "WBS" is not one and is not intended to be.
> It is a macro monolith excel document
> used to extend/replace Accubid's default closeout.

```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"
```

%%
TODO: Continue WBS sequence.
%%

## Setup Accubid

See [[accubid-setup]].
