ConEst 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

Locate Request for Proposal (RFP) documents in BPM and download to "$conestFolder\3. Plans & Spec's":
- Drawings
  - Electrical
  - Low Voltage
  - Telecom
- Specifications (Project Manual)
Locate proposal in BPM and download to "$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

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.

Setup Accubid

See accubid-setup.

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