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+---
+id:
+aliases: []
+tags:
+  - destiny/permanent
+  - occupational
+  - status/draft
+  - type/guide
+  - authorship/original
+next: setup-accubid
+title: Project Setup
+dg-publish: true
+---
+# 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"`
+
+```
+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
+
+> [!info] "WBS"
+> What is called a "WBS" is not 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]].