zmVault/new-additions/takeoff/project-setup.md

Project Setup

Create Project Folder

# 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

Create Blank WBS

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"

Create LiveCount Project

• In Trimble Connect, find the project "CONEST TEMPLATE", open its context menu, then click "Use as template for a new project".
• Ensure all checkboxes are checked, then click Next.
• Name with format "{Project Name} - ConEst".

Refresh the page and open the newly created project.

Upload Drawings to LiveCount

# Extract drawings to ".\Trimble Connect (Plans)"

Upload extracted drawings to LiveCount

Create Accubid Job

Important

The LiveCount project must be created before creating the Accubid job.

• Create a new Accubid job: Path: "\EgnyteDrive\Shared\Trimble\Accubid\Bid{Project Name} - ConEst.es16"

Add Drawings to Accubid Job

• In the LiveCount window, find Document Manager > Select Existing Project. Add all previously uploaded drawings.