vault backup: 2025-07-24 16:44:33

project-setup.md

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+---
+id:
+aliases: []
+tags:
+  - guide
+  - professional
+next: setup-accubid
+---
+# Project Setup
+
+## Create 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"
+```
+
+## 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 Architecturals
+
+## 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]].