vault backup: 2026-06-03 10:00:23

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2026-06-03 10:00:23 -04:00
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---
aliases:
- ConEst project setup
aliases: []
title: ConEst Project Setup
tags:
- occupational
- status/draft
- type/guide
next: setup-accubid
up: "[[conest-processes]]"
---
# ConEst Project Setup
@@ -41,70 +40,3 @@ Set-Location ".\$region\$projectName"
# 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]].