zmVault/project-setup.md

id, aliases, tags, next, title

id	aliases	tags	next	title
		destiny/permanent occupational status/draft type/guide authorship/original	setup-accubid	Project Setup

Project Setup

Create ConEst Project Folder

# 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.

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.