zmVault/project-setup.md

id, aliases, tags, next

id	aliases	tags	next
		type/guide occupational	setup-accubid

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 - $state, $buildingType"

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

Setup WBS

[!info] "WBS" What is called a "WBS" is not one 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.