111 lines
2.2 KiB
Markdown
111 lines
2.2 KiB
Markdown
---
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aliases:
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- ConEst project setup
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title: ConEst Project Setup
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tags:
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- occupational
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- status/draft
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- type/guide
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next: setup-accubid
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---
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# ConEst Project Setup
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## Create ConEst Project Folder
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```pwsh
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# Copy template folder to
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Set-Location "\\EgnyteDrive\Shared\Estimating\7 ConEst Team\Projects\ConEst 2025\"
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Copy-Item ".\z.Template Folder\" ".\$region\$projectName - $state, $buildingType"
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# TODO: Create shortcut in ~/Jobs/$ConEstProjectFolderName
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```
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## Download Project Documents
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1. Locate Request for Proposal (RFP) documents in BPM
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and download to `"$conestFolder\3. Plans & Spec's"`:
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* Drawings
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* Electrical
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* Low Voltage
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* Telecom
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* Specifications (Project Manual)
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2. Locate proposal in BPM
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and download to `"$conestFolder\2. Contract, Sch. & Scope"`
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```none
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Set-Location ".\$region\$projectName"
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# Download docs from BPM to ".\3. Plans & Spec's"
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# TODO: Automate
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# copying from "\\EgnyteDrive\Shared\Estimating\$region\00 Open Bids\$projectName"
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# may be more practical
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```
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## Create Unit Matrix
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See Electrical and Architectural sets.
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The Unit Matrix shows quantities for each typical
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> [!info] Also Known As
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> * "Guestroom Matrix"
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> * "Key Matrix"
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> * "Room Matrix"
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> * "Unit Mix"
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> * "Unit Tabulation"
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> [!important]
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> If matrices are provided in both Electrical and Architectural sets,
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> they almost certainly disagree.
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> Discrepancies must be resolved before continuing.
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There is no standard format for these matrices.
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"QQ" is sometimes used as shorthand for double queen.
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## Create Area Breakout
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`SF Calcs.xlsx`
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## Setup WBS
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> See [[pdi-wbs]]
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### Save New Blank Template
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```pwsh
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Set-Location "\\EgnyteDrive\Shared\Estimating\19 WBS Agreement GP"
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Copy-Item ".\1. Wizard Template - WBS\MEP Wizard v3.111.4 (7-21-2025)(Summary Adjustments).xlsm" \
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".\2. Blank Project WBS\2025\$projectName WBS $date.xlsm"
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```
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### Add Project Details
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Manage > Login
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WBS Manage > Project Details
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Complete form.
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Save
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### Add Tasks
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WBS Manage > Task Manager
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Complete Form.
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Save > Save Overwrite All
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### Get Accubid Areas
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WBS Manage > Accubid Setup
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Copy the Areas into the Accubid job,
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Bid Item, System, and Floors can be ignored.
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## Setup Accubid
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See [[accubid-setup]].
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