zmVault/project-setup.md

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		occupational type/guide	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

Create Shortcut Folder

# 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.

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.