Documente Academic
Documente Profesional
Documente Cultură
Estimating
and
Valuations
Course Notes
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vi.
Introduction
The latest version of the Candy may be downloaded from the Internet. The files may be used for a
new Candy installation or to update the existing system.
The files can be copied onto a removable disk and installed onto any computer.
Create a folder on your hard disk named c:\ccsdownloads.
From the windows desktop click Start, Programs and Windows Explorer. On pull down menu select
File, New, Folder, type ccsdownloads and press enter.
Load an Internet Web browser and search for the CCS web page.
In your browsers Address/Location text box, type http://www.ccssa.com
TU
1.
Starting up
Chapter 2. Starting Up
2.1
Starting Candy
Start Candy from the windows desktop by double clicking in the Candy shortcut.
Complete the user Login with your User Name, Initials and Company name.
2.2
Company Selector
This is the top level menu in the system. You may create up to 24 companies on a given computer.
For example, if you are doing a tender in a joint venture with another firm, you can create a brand
new company on the computer for that bid.
To select a company, position the cursor on the required company and use Enter or Double click
with the mouse.
2.
2.3
Starting up
On the company selector, create a new company by clicking on the company menu and select new.
This will give you an option to select a company or heading, select company.
3.
2.4
Starting up
Job Selector
Double click on the CCS Training Company to access the Jobs in the company.
The job selector will generate a new header and new job automatically. You may create up to 99
jobs within a company and they may be created, copied, renamed, deleted and backed up either
using the Job menu or using the Right-click menu.
4.
Starting up
Click TOK
5.
Starting up
2.5
System Registration
6.
Starting up
7.
User Interface
The Candy screen consists of two basic areas. The Candy menu bar is at the top with the document
area below.
Candy button
To select the job manager, system settings and to exit the software.
System toolbar
Current Company
Current Job
Software version
Application tabs
Application menu
General menu
Menu for general utilities including telephone list, daily dairies, card
games, etc.
General toolbar
Application toolbar
Displays tool buttons specific to the application selected. This tool bar
changes when a different application tab is selected.
Master
8.
3.2
User Interface
Document navigation
Document name
Escape
Document menus
Document toolbar
Click this button to select all the line records on the screen.
Column help
9.
3.3
User Interface
Calculation status
button
Displays the current bill page number. Bill page number refers
to the number as displayed on the Clients bill. Can be alpha
numeric.
Document page
navigator
Function buttons
Calculation button
The menu functions in Candy are context sensitive, i.e. the relevant functions associated with
specific data will be available at the data.
There are four menu selection methods
Document menus
Each document has a document menu with relevant menu items suited for
the type of document
10.
User Interface
Dropdown menus
Selecting a menu item will open a dropdown menu with a further set of
applicable menus
Move the mouse over the help button for a brief explanation of the menu
function
11.
User Interface
Column heading
Record cell
Use for data input and/or display for each activity record.
12.
3.4
User Interface
The Candy desktop may be configured individually to your requirements. To open and configure
the global settings use the Candy button > System settings or use the
tool bar
Fonts
Select the fonts for the screen display. Note report fonts are set when
customizing the reports.
Desktop
Documents
Line colours
Tool buttons
Job start-up
Set the start tool button document to open immediately when a job is
selected.
Set the folders and network path for backups and network masters. If Excel
is installed on the computer, the executable command can be located here
for exporting document information direct into Excel.
Number format
Keyboard
Languages
Macro keys
Toolbar keys
13.
3.5
User Interface
Mouse Functions
Note that this table assumes that the mouse buttons are configured for a right-handed user.
Mouse action
Function
Left-click
Right-click
Double Click
Marks the Start and End of a Range of records for Dragging and
Dropping.
Alt+Left-click
Simple Keystrokes
This is a list of the major Editing and Cursor Movement Keystrokes, with a brief explanation of the
function, and the equivalent Icon if available.
Shift+Esc(ape)
Esc(ape)
Scroll Lock
(Ctrl+Tab)
Moves the document currently on top of the pile behind all other documents.
Ctrl+insert
Ctrl+Del
Tab
Home
Page Up
Cursor to Top line of the Screen, or if already at the top of the screen, scrolls a
full screen up.
Page Down
Cursor to Bottom line of the Screen, or if already at the bottom of the screen,
scrolls a full screen down.
Arrow Left
Arrow Right
Arrow Up
Arrow Down
14.
User Interface
Normally moves the cursor to the first field of the next line. If the direction for
Enter has been set, then the cursor is moved accordingly.
Combination Keystrokes
A combination keystroke involves holding down the Ctrl, Alt or Shift key and using another at the
same time. These keystrokes will generally perform the same function if used anywhere in the
System.
Ctrl+Del(ete)
Ctrl+Insert
Ctrl+Page Up
Ctrl+Page Down
Ctrl+Enter
Ctrl+Backspace
Bring text up from the line below and place it at the cursor position - i.e.
un-split
Ctrl+Left-arrow
Ctrl+Right-arrow
Ctrl+Up-arrow
Ctrl+Down-arrow
Shift+Ctrl+Downarrow
Ctrl+Space Bar
Shift+Ctrl+Space
Bar
Ctrl+R
Shift+Ctrl+R
(Ctrl+D)
Ctrl+U
Ctrl+L
Ctrl+T
Ctrl+K
Shift+Ctrl+K
Copy the Word above and position cursor for the next word
Ctrl+J
Copy the Field above and Jump Down to the line below.
Ctrl+End
Clear the line from the cursor position to the end of the current field.
Alt+Del
15.
User Interface
Shift+Alt+Del
Ctrl+Z
16.
Importing a BoQ
Lets first import these Bill pages below from Microsoft Excel.
17.
4.1
Importing
ting a BoQ
Masters
If there is no Bill of Quantities present in this job, the first time you try to access it, the setup dialog
will appear. Central to the way that Candy prices is the Master reference job.
An explanation of Masters
A Master is simply a library, or another previous job from which bill items, resources,
definitions and other information may be copied into the current job.
Any job may be used as the Master for the current job. Typically, an estimator will create a
special Master, which will be the source of standard information for use in other jobs.
Proper use of Masters can have a major impact on the speed of both input and pricing of an
estimate.
For pricing the Waste Water Treatment Works, we currently have no Master and all items will be
imported, entered and priced from first principles.
When we have finished pricing this job, it can be used as a Master for any other job.
18.
4.2
Importing
ting a BoQ
Do this:
Click the Bill Prep menu.
The setup dialog is used to select a master reference job and to enter
the tender details.
Do this:
Since we have no previous jobs and no Master, make sure that the master checkbox is not ticked.
Contract reference information and other general details may be entered into the Tender details
dialog. You can change these tender details from the Main > Tender details menu.
19.
4.3
Importing a BoQ
A special Bill document exists in Candy for importing Bills. The Bill Importer document contains all
the tools required to import and format the Bill.
Do this:
Click Bill Prep > Bill Importing.
There are no bill items at present. We will copy a Bill from an Excel spreadsheet and paste it into
this document.
To see the page numbers we can add the page number column. Select View > Column layout to
display the column layout selector.
20.
Importing a BoQ
Highlight the Bill page number in the available list and place it in the selected list by clicking the
green arrow. Once in the selected list move in correct position with blue arrows.
Note: Top to bottom in selected list = Left to right on the screen.
21.
4.4
Importing a BoQ
Copying all the Bill data in the Excel spreadsheet to the clipboard
Do this:
Open the Excel file and select all the data using Ctrl-A.
Click Edit > Copy (or Ctrl-C) to copy the Excel data to the clipboard.
22.
orting a BoQ
Importing
The Column Selection dialog appears. We need to identify the Item number, Description, Unit and
Quantity.
Click the item in the list on the left which identifies the column under the big grey arrow. The arrow
will then move to the next column. Click Continue when you have finished.
The bill import indicates that 19 items were imported 18 bill items and one column heading row.
The bill quantity hash total displays the sum of all the
quantities imported (ignoring the unit types)
This is used as a quick check to see if all the bill items
are imported.
Compare this to the sum of all the quantities in Excel. If
the same; all quantities have been imported.
23.
Importing a BoQ
24.
orting a BoQ
Importing
25.
Importing a BoQ
There are additional options that can be set for pagination which are not handled in this course.
For this course we will keep the default settings.
Click OK to confirm the repagination...
26.
Importing a BoQ
We have now completed importing the Bill. You can close this document.
Now well use the ordinary Bill documents to setup the heading levels and price the Bill items.
27.
4.5
Importing a BoQ
The Bill of Quantities can be viewed, edited and priced using various layouts in the Document
Manager.
Do this:
Open the Bill Document Manager by clicking on Documents > Estimating Document Manager.
The Document Manager contains a standard set of data and column layouts which may be copied,
customised or renamed. The layouts in the Document Manager are universal to all your jobs in
Candy. Any change which you make to a document will be reflected in all jobs.
28.
ting a BoQ
Importing
4.6
Section headings
In a Candy Bill you can create a hierarchy of headings, allowing you to navigate the Bill easier by
opening and closing sections in it and also to generate summary pages in reports.
All non-Bill items imported from external file will have been marked as comments. We can convert
many of these to meaningful headings to improve the readability of the Bill.
Do this:
Open document 1.2 Pricing bill and change the first comment of each page to a Level 1 heading
by typing the number 1 in the Level column L (the first column). As the level changes, the line
colour will change to the colour for that level.
Notice that both pages of our bill are shown. The Candy bill can be displayed in a multi-page
mode (like this), or a single page mode, where only one page at a time is visible.
Do this:
To make things simpler in the next exercises, from the Bill document menu, click View > Single
page bill to get the one-page-at-a-time mode. Now close the Bill document.
29.
and
below the Units column and click OK to store the new column layout.
30.
5.1
Plug rate pricing is done by simply plugging in a rate in the Net Rate column for each item.
In the Document manager, open 1.2 Pricing Bill. Note the TU Tin the new Attributes column
shows that all the bill items are Unpriced.
Price item A
In the New Trade dialog, enter an ET for the code and the
description as Earthworks and click OK to add Earthworks
trade to the Trade Codes list below.
31.
Note that PT is displayed in the Attributes column indicating that the Item now has a Plug rate and
a Trade mark-up. (Mark-up currently = 0 Mark-up will be done later in the course)
Double click on the Attributes column to display the explanation of the attributes.
5.2
Trade Definitions
The Trade codes can be defined in the definitions menu. Access the definitions menu by selecting
Main > Definitions & Settings or click on the blue hammer
Select 1.1 Trades. Note the Earthworks trade was added when pricing Clear site. Define the
remainder of the trades by entering an Alphabetic letter as a trade code and a description.
A maximum of 52 Trades may be defined.
32.
5.3
Split Rate pricing must be done in a Split Bill of Quantities document which shows the Nett split
rate columns. Open the document manager again and select New Document > 1.5 Split Rate
Pricing to add this document to the document manager.
33.
Type in the following resource types: (Up to 9 resource types can be defined).
Now go to the document manager again and open 1.5 Split Bill of Quantities.
Note that the document can now display the newly defined Nett Split Rate columns.
Price Item B by entering 2.00 in Labour Split Rate column.
34.
Note the ST in the Attributes column indicating that the Item has a Split rate and a Trade mark-up.
35.
6.1
Price Codes
Do this:
Open Bill document 1.2 Pricing Bill.
This layout contains columns relating to the Price Code.
The Price Code for the first priced items was automatically created by Candy.
Example:
The Bill item Clear site on page 1 has a Price Code E00004 with a rate of 10.00. By allocating the
same Price Code to any other bill items will price them using the Price Code rate, effectively
speeding up the pricing process.
37.
6.2
Pricing using Worksheets is made a lot easier if we first allocate Trade codes to the relevant bill
items.
Do this:
In item Cs Trade code field, right-click and select Allocate Trade Codes.
38.
Using the same method, allocate trade code M to the metal works bill items on Page 2.
39.
6.3
Having allocated Trade codes we can price items easier using worksheets. We will price item 1/C.
The worksheet allows for resource-based pricing. The worksheet may contain up to 200
calculations.
Explanation of Simple Resources
For resource-based pricing, we need to create some resources. We have already defined some
Resource Types, which categorise simple resources. For example, Labour resources fall into the L
resource type, material resources, such as stone, fall under the M type. Sand is a simple
resource, whereas concrete is not, because it is made up of sand, stone, and cement.
Do this:
Place the bar cursor on Page 1 / item C and click the Worksheet button at the bottom of the
document.
40.
Enter the details for the new resource in the Resource Input dialog as shown below.
Click OK
41.
The resource description and rate is now displayed on the worksheet. The resource is 5.25/hr and
the bill item is per m3. Enter the calculation T*9hrs/day/1.5m3/day T(the answer is 6).
Note the calculation is entered on the worksheet the way you would write on paper (format free).
6.4
The Store worksheet button action can be changed to perform a few different functions.
You can change the way the worksheet is stored by selecting the up arrow
button.
For this course we will use the option Store & return to document. After selecting the store
method, store the worksheet by clicking on Store Worksheet.
42.
Note that WT is displayed in the Attributes column indicating that the Item has a Worksheet and a
Trade mark-up.
43.
Resource Code 200 Unskilled Labour (all in) was added when pricing Item C.
Go to a blank line and enter a new resource called Charge hand.
44.
Insert an existing resource in the Resource list using the right-click menu
Do this:
Open the Resource List by right-clicking on a blank line
in the worksheet.
Choose Resource list on the menu.
Select resource 200 Unskilled Labour (all in) and
confirm.
Add resource 210 Charge Hand using the same
method.
The worksheet now contains the resources, but no calculation for the rate.
Now enter the following calculations against each resource in the worksheet.
The worksheet contains two calculations. To display the total of both calculations, place an equals
sign = on a new line against the left margin and press enter.
Notice the total for these calculations at the end of the line. Note the total rate is also displayed on
the top right-hand corner.
Click Store worksheet.
45.
46.
Complex Resources
A Complex Resource is created by assigning a level number between 1 and 9 in the Resource List
type column.
47.
Do this:
Enter the new complex resource
220 Hand Exc. team (1G + 2L)
in the resource list
Complex resources must be priced using a worksheet. With your cursor on the 220 Hand Exc.
team (1G + 2L), click on Complex worksheet.
11
48.
You can also change the way the complex worksheet is stored by selecting the up arrow next to the
Store button. For this course we will use the option Store & return to document
Remember to store the worksheet by clicking Store complex.
Now the Resource List shows two Simple Labour resources and one Level 9 Complex Resource.
49.
Insert a resource into a worksheet using the Drag & Drop method
Do this:
Open the Worksheet for the bill item 1/E Excavate for Pit or Sump. To make it easier to perform
these operations, move the Bill, Worksheet and Resource Lists into the positions as displayed
below.
in the Worksheet title bar to make the worksheet always appear in the
Now enter the following calculation to calculate the rate per m3.
50.
51.
The worksheet calculations for Bill Item 1/E is copied into item 1/F worksheet. There is no need to
input the complex resource or the production as this information was copied from the previous Bill
item 1/E.
52.
and create Simple Resources for the Excavator and Diesel. Remember
the Simple Resources must be categorised into the correct Resource Type, i.e. Excavator into Plant
(P) and Diesel into Material (M).
Now create the Complex Resource for Excavator (Wet). Remember that the Complex Resource
must have a Level number between 1 and 9 in the Resource Type column.
Price the Complex Resource CAT 215 Excavator (Wet) using the following resources and
calculations:
Use any one of these methods above to insert resources into the worksheets:
53.
54.
Adjust the production to 400m3/day to compensate for the deeper excavation and then store the
worksheet.
All the items on page 1 should now be priced and the page total should be 69,176.00. Press
Calculate to calculate & display the Excavation heading amount.
55.
7.1
Applied Factor
Do this:
With your cursor on Item 1/H, click Worksheet.
Note that many lines of the worksheet share a common production of 400m3/day, rather than
entering the production on each calculation line; we can introduce an applied factor.
56.
The words APPLIED FACTOR appear. The result remains the same at 6.54.
7.2
Local Variables
Local variables are defined and used on a worksheet using the square brackets T[ ].
Do this:
Use Ctrl-Insert to insert a few blank lines at the top of the worksheet. Enter the following variables.
57.
Calculations are detailed by starting a calculation line with a question mark T?.
To display the calculated value of production on the worksheet type the following ?[PROD] and
press Enter.
Now delete the 400m3 production on the applied factor line and replace it with [PROD].
7.3
Comments
Worksheets can be documented by leaving one blank space on the left of the worksheet followed
by the relevant comment.
Add T+15%T to the applied factor line and then type a comment 15% for over break.
58.
Subcontract Adjudicator
8.1
The subcontract package manager is used to create, delete, copy, rename and backup the
subcontract packages
Do this:
Click on Adjudicators > Subcontractor adjudicator to access the Subcontract Package Manager
Click on New to create a new package for Metalwork.
59.
8.2
Subcontract Adjudicator
dicator
Subcontract Package
60.
Subcontract Adjudicator
Do this:
Click on 02 Metalwork to open the Subcontract package.
The Subcontract package allows for a maximum of 12 subcontractors to be adjudicated. Bill items
from a section in the Bill may be imported into the Subcontract Package.
8.3
Do this:
Click on Tools > Import > Import Bill items by Page & Trade.
Importing may be done using a page range or trade.
In Chapter 6 we allocated the trade code M Tto all
the Metalwork items. Therefore check the option
Select Trades to import by trade.
Click OK.
61.
8.4
Subcontract Adjudicator
All the metalwork items have been imported into the Metalwork package.
Note: The subcontractor package can be exported to Excel as a blank bill. Right-click on the items
imported from the bill to call up the export menu.
Note: The rates from the subcontractors can also be imported from the completed Excel file into
this document.
First enter the Subcontractor names in the subcontractor name field and then right-click in the rate
column below the name to Import subcontractor quote.
Or enter the subcontractor rates manually. For this course each subcontractors rates will be
entered manually.
62.
Subcontract Adjudicator
Note that AR Metalfix has not priced item 2/E, so leave the rate as blank.
A zero rate would indicate the item has been included.
Smith Metalworks has given a 5% discount; therefore a factor of 0.95 is entered in the factor field
below the subcontractors name.
Note that Smith Metalworks rates are not discounted but the amounts are discounted.
63.
8.5
Subcontract Adjudicator
dicator
Subcontract adjudication
Do this:
To adjudicate the subcontractors click on Compare
quotes.
We want to compare all three subcontractors, to set
the slider to 3.
The common total is the totals for the subcontractors for those items that they have all priced.
There will be a balance if any of the subcontractors has not priced and item.
The maximum make-up is calculated using the maximum rates from the other subcontractors who
have priced that item.
The minimum make-up is calculated using the minimum rates from the other subcontractors who
have priced that item.
AR Metalfix has an un-priced item; therefore the column total is not a fair comparison.
The adjudication can now be used to make a fair comparison between AR Metalfixs quote and the
other 2 subcontractors quote using the maximum totals (worst case scenario) and minimum totals
(best case scenario).
Click OK
64.
8.6
Subcontract Adjudicator
The rates from Smith Metalworks will be used to price the metalwork bill items on page 2.
Do this:
Right-click on the Smith Metalworks Rate Column and choose Rates to Bill > Send subcontractor
rates to bill.
A message appears confirming the transfer of Smith Metalworks rates to the bill.
Click Yes
65.
Subcontract Adjudicator
To Transfer the rates from the subcontractor adjudicator to the bill item worksheets we require a
simple resource with a rate of one, as we have never created a metalwork subcontractor resource
we will create one during the transfer process.
We can add the subcontractor rates to the worksheet using Amend or we can overwrite the
worksheets rates with the subcontract rates.
Enter the resource code 900 in the resource code field, select Amend and click on OK.
Select resource type S in the type field and enter the Unit as
Sum. Confirm.
A message appears
confirming the number of
rates transferred. Click OK
Note that the rates transferred to the bill are indicated in the
adjudicator in the columns on the right.
66.
8.7
Subcontract Adjudicator
Do this:
Open document T1.5 Split Bill of Quantities
Note all the items on page 2 have been priced using Smith Metalworks discounted rates.
Enter the worksheet for Item 2/A and note that resource code 900 is displayed with the relevant
subcontract rate from Smith Metalworks.
67.
9.1
Do this:
The job total by trade can be displayed by clicking
selecting Finalisation > Trade totals display.
icon or
The subcontractor Nett Amount of 90223.10 is the same total as calculated in the subcontract
adjudicator for Metalwork when we displayed the Subcontract adjudicator results.
68.
9.2
Resource Analysis
Resource analysis can be displayed on screen using one of the resource documents which displays
the Bill Quantity Usage & Bill Quantity Usage value columns.
Do this:
Open resource document 1.3 Utilisation and value billed quantity from the resource
document manager.
69.
The bill usage columns is relative to the unit of the resource, i.e. 4598.31 hours of unskilled labour
at 5.25/hr or a total allowable of 24141.13 to spend on this resource, similarly, there are 491.56
litres of diesel allowed on the job.
Changing rates in the resource list will substitute the adjustments through all worksheets and
update the Net rate for each bill item.
70.
Mark Up
Right-click in the Mark up column and choose General mark-up utilities > Mark up ALL trades.
71.
Mark Up
The Mark up type column now indicates what type of mark up has been applied.
72.
Mark
rk Up
The Gross amount is displayed with the net split amounts for Labour, Plant, etc. The last column
represents total mark up amount.
73.
Mark Up
Job Reports: These reports are only available to the current Job, and they are included as part
of the Job backup.
My Reports: These reports are available to all the jobs on your computer, so they are NOT
backed up with Jobs.
Try printing the following reports and select the various options to see the available reporting
formats.
74.
Enter resources 510, 520 and 230 and price complex resource 230 Concrete Gang (1G+6L)
75.
Candy recognises the word waste on a worksheet as long as there are no spaces between the
+5%waste. The system will generate a wastage report.
Check the page total once you have completed pricing the items on page 3.
76.
77.
Masters
Now select New City Industrial Development and open the Bill by clicking on the
Estimating.
As before when starting up a new job, we see the Setup dialog first.
78.
icon in
Masters
79.
Masters
Make sure that Master selection has been checked and OK to confirm.
Make sure that you have selected the correct master and click OK.
Note that the Master is now displayed in the toolbar.
80.
Masters
Select 1.1 Trades, and note that the trades were copied
from the Master.
81.
in the toolbar.
Masters
Hold the Shift key down and click the Bill Icon
documents always use blue text.
Arrange the two documents by placing the Master Bill above the jobs Bill as shown below, then
drag & drop the Clear site record selector button from the Master into the Bill.
Use the split screen icons
to
Select item 1/A from the Master and drag it onto the bill below. We have now generated a new Bill
item, together with its quantity and rate, by copying one from an old Job. Easy!
82.
Masters
Now click on the blue selected area and drag the items into jobs bill, as before.
A range of items can be copied using Shift-Click rather than Ctrl-Click.
83.
Masters
Then, on a new blank line in the Bill, right-click and choose Paste.
84.
Masters
Open the Job bill and use Ctrl+D to drop each item.
85.
Masters
Open the Master bill and split the screen as shown below.
In the current bills pricing code column; type in the exact same pricing code as displayed in the
master. The pricing rate and worksheet from the master will be displayed in the current bill.
86.
Masters
Change the production from 15m3/day to 10m3/day and click Store worksheet
87.
Masters
88.
89.
Note the selling rate column on the right side of the document. Having priced a job and applied
mark up, selling rates can be established by copying the Gross rate.
Right-click on the selling rate column
header and select Copy selling rates
from gross.
Check the option to lock selling rates
after copy and click OKand confirm the
message.
90.
Note that the Diesel allowable decreases from 1474.68 Tto 1228.90 T, representing a buying
saving of 245.78.
Trade Totals Display
Do a Trade Totals Display
91.
Original Nett Amount New Nett Amount = (277,176.80 276,931.80) = 245.00 Saving
Original Material Nett Amount New Material Nett Amount = (109,940.00 109,695.00) = 245.00
Saving
92.
Notice that the Nett and Gross rates for Items G and H have reduced as these items use the
cheaper diesel in their make-up.
Notice the Selling rates remained fixed and the rate difference has increased in relation to the
Gross rates.
93.
94.
Open resource document 1.5 Resource group and cost code allocation
icon to access the definitions and enter the following Cost and Group Codes.
95.
96.
Click TOK
Allocate the remaining cost codes using your method of choice i.e. Type in, Double Click or Rightclick.
97.
98.
> Resource
99.
100.
101.
Second section - Page 2 reflects all the simple resources. Note that all simple resources should
have a Cost Code allocated.
Note that plug and split rate totals are printed separately. It is impossible to allocate Cost codes to
Split and Plug rates, therefore Split and Plug rates are considered bad practice. There are no
Undefined Class codes; therefore all simple resources have a Cost code allocated.
102.
103.
Tracer report
The Tracer report will list all the bill items that contribute to a particular cost code. The tracer report
is available under the Check and Review Reports heading.
Print the Tracer report and select Cost Codes in the tracer selector.
104.
105.
106.
Click OK.
107.
The Task Code accumulates the amount of Money and Quantity, the Task Factor column is used to
determine the quantity that will be added together for each Task code. If the unit of the Bill item is
the same as the Task code then a factor of one is used.
There may be instances where the unit of measure of the bill item may be different to the unit of
measure of the Task Code.
For example, we may have a bill item measured in linear metres of formwork, yet the bill item has a
Task Code with a unit of measurement of m2 so we apply a Task factor to factorise the Lm to m2.
By using a Task factor of 0 the money will be included but not the quantity, for example we may
wish to add the cost of wood float finish to Task Code Concrete in Ground Slabs but we only
require the quantity of the Concrete in Ground Slabs and not the quantity of the wood float finish.
Allocate Task codes and factors to each of the bill items.
108.
Click Yes
109.
Click Yes
Click OK
110.
Note that the Total Quantity, Amount and derived rate is calculated for each Task Code. When
finalising a tender if the derived rate is much lower or higher compared to previous tenders then
relevant items can be investigated for possible errors in the pricing worksheets.
The total allowable for Labour is calculated for each Task Code, i.e. The Labour allowable for
placing concrete in Foundations is 2948.00.
Once progress quantities have been entered for each bill item, the total Labour allowable amount
for each Task code is calculated and should be reconciled back to the total Labour cost for each
Task code.
Clicking the Split Rates or Split Amounts toggles between displaying split rates and split amounts
for each of the Task Codes.
Note the derived Labour rate to place 1m3 of concrete in Foundations is 14.74 per m3, if the
concrete team on site has poured 10m3 then you should not have spent more than 10 x 14.74 =
147.00 on the Labour team.
The site clerk will allocate the Labour teams cost to the relevant Task Codes which should be
reconciled to the Labour allowable based on the work that has been completed on site.
A similar approach should be followed to control Plant.
Totals for Task code headings may be displayed by placing the cursor on the heading and pressing
Ctrl-Up and Down Arrow.
111.
Select Task code as Primary and none as the secondary and click OK. Select Bill Quantity.
112.
Select Bill and summary; Net rate and Spreadsheet format and click OK.
Page 1 & 2 List the bill items in Task code order
113.
Select Task code as Primary and none as the secondary and click OK.
114.
115.
Select Task code as Primary and none as the secondary and click OK.
Page 1 - 10: Lists the resource analysis per Task and the Cost code summary per Task
116.
Do this:
Change the application tab to Planning.
Choose Main > Program Manager.
117.
Many programs can exist in one Candy job. The Program Manager is used to easily structure and
manage your programs. The Program Manager makes it easy to create new programs and is the
entry point for existing programs. Programs can also be copied, customised, backed up or
recovered.
118.
Select document 1.1 Standard Barchart. This layout shows the Activity number, Activity
Description, Duration and the Barchart.
To import the Bill items, click on the document menu Estimate > Import estimate bill.
119.
Notice each Bill section heading is used to create a dummy activity of 5-day duration.
Do this:
Change the duration of each of the activities by clicking to the right of the activity, hold the left
mouse button down and increase the activity duration.
Clicking to the left of the activity allows the user to change the starting position of each activity.
120.
Select the Tender program and open the Forecast document manager and then 3.1 BOQ with
Activity Allocations.
Each activity is displayed with the Bill of Quantities item that has been allocated to the activity. The
black bar within the red bar demonstrates where over the activity the bill item has been allocated.
121.
Offset the spread of the Bill items on page 1 over activity A000 Excavation by clicking within the
activity and dragging the black allocation bar to following positions or typing the offset % in the
relevant columns.
122.
The forecast B.O.Q Nett amounts are displayed across the program time.
The resource forecast per bill item is shown is this document. Item 1/A & 1/B Have been priced
using split rates and therefore do not have any resource usage forecast information.
123.
and OK to confirm.
124.
and confirm.
125.
Place your cursor at the end of the curve and the total usage of 5 784.15 Hours for the unskilled
labour is shown on the bottom left of the document.
126.
Valuations
The Candy Valuations is used for the post tender stage of a project. The Bill of Quantities created in
Candy Estimating is available in Candy Valuations, the only difference between Estimating and
Valuations is the extra valuation quantity columns and the Valuation reports.
Do this:
Choose the Valuations application tab.
127.
Valuations
To edit or change the option settings select Main > Valuation setup > Valuation options.
128.
Valuations
129.
Valuations
Click Yes
and OK.
130.
Valuations
Note the percentages are updated as the quantities are entered, alternatively the percentages
could be entered which would then generate the quantities.
131.
Valuations
132.
Valuations
Page 3:
Progress the concrete item.
133.
Valuations
135.
Valuations
136.
Valuations
Click OK
137.
Valuations
138.
Subcontract Liability
139.
Subcontract Liability
and OK
140.
Subcontract Liability
and OK
19.4 Copy the Quantities and Rates from section 1 to 2,3 & 4
Do this:
Select Tools > Copy rates >
Copy 1 to 2, 3 & 4T.
141.
Subcontract Liability
142.
Subcontract Liability
Click
143.
To install the latest standard documents for Cost & Allowable, select Tools > Install
standard documents.
Select 1.1 Cost & Allowable by period and open document. Press Calculate to instruct the
computer to summarise the latest information.
Note that bill items with split rates are not really suited for Cost & Allowable comparison as they
do not have resources and therefore are summarised by resource types.
Plug rates are even less suited for Cost & Allowable comparison as they can only be summarised by
plug amounts.
144.
The above document shows the Allowable to date, remaining and At completion for the current
valuation period.
Allowable to date
Cost to date
Variance to date
Allowable remaining
Cost remaining
Variance remaining
Allowable at completion
Cost at completion
Variance at completion
To ensure the correct comparison of Allowable vs. Cost, the valuation date and the
accounting cost report date must be the same.
145.
Hide the rejects to display only the split rate items on screen.
Open each items worksheet and price as below.
146.
There is a reminder message at the bottom of the document and the calculate button is red.
The BuildSmart accounting system has both the Task code (Activity code) and Cost code (Ledger
code) for more comprehensive cost control. However some other accounting systems only make
use of Cost codes for their cost control.
147.
148.
Do this:
Select the Cost & Allowable tab on the Valuation document manager.
Open the document 3.1. Cost import. Select Tools > Import and overwrite Costs to date >
Import costs from file. Use explorer
When the import is complete, the imported information needs to be checked against the Candy
information for differences. Select Check import file and select the Cost code for checking.
If the imported file is not fully compatible with
Candys information a message will be displayed
advising which line/lines are not compatible.
These lines will also be filtered out and displayed.
Most likely it would be column headings in the import document that have not been defined as
cost codes in Candy. Use CTRL+DELETE to remove this unwanted information.
Re-check the file and you should get a Validation successful message.
149.
150.
151.
(Note the final rate = rate used for allowable and should not be altered)
Re-calculate the document 1.1 Cost & Allowables by period to see the changes in the Remaining
Cost column.
152.
Note: The cost rate changes are also reflected on the Cost work sheets.
153.
Remember to calculate!
Open 1.2 Cost & Allowable by type document.
Remember to remove the Task code column from this document
154.
Next Valuation
155.
Update Candy
From the dialogue displayed select Download the latest software, continue and follow the
prompts.
Note that you can also download the latest Help files from here.
156.
Update Candy
Blank page
157.