zmVault/conest-wbs-setup.md

aliases, title, tags, up

aliases	title	tags	up
	ConEst Project Setup	occupational status/draft type/guide	conest-processes

ConEst WBS Setup

See pdi-wbs

Save New Blank Template

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.