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zmVault/project-setup.md
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2025-10-24 15:30:51 -04:00

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---
id:
aliases: []
tags:
- destiny/permanent
- occupational
- status/draft
- type/guide
- authorship/original
next: setup-accubid
title: Project Setup
---
# Project Setup
## Create ConEst Project Folder
```pwsh
# 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
```
## Create Shortcut Folder
```pwsh
# TODO:
```
## 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 Architectural set.
The Unit Matrix shows quantities for each typical
> [!info] Also Known As
> * "Guestroom Matrix"
> * "Key Matrix"
> * "Room Matrix"
> * "Unit Mix"
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 one and is not intended to be.
> It is a macro monolith excel document
> used to extend/replace Accubid's default closeout.
```pwsh
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]].