Documente Academic
Documente Profesional
Documente Cultură
Course Notes
Contents
Chapter 1. Starting Up ....................................................................................................................... 1 1.1 Starting Candy ..................................................................................................................................................... 1 1.2 Company Manager ............................................................................................................................................ 1 1.3 Create a New Company ................................................................................................................................... 2 1.4 Job Manager ........................................................................................................................................................ 3 1.5 Create a new Job ................................................................................................................................................ 4 1.6 Recover the CCS Demo Job ........................................................................................................................... 5 Chapter 2. Candy User Interface ....................................................................................................... 7 2.1 Candy Navigation............................................................................................................................................... 7 2.2 Document Navigation ...................................................................................................................................... 8 2.3 Right click menu functions ............................................................................................................................. 9 2.4 Keystrokes, Icons and Mouse Functions.................................................................................................. 11 Chapter 3. Post Tender Checks ....................................................................................................... 13 3.1 Job Information................................................................................................................................................. 14 3.2 Confidence Check ............................................................................................................................................ 16 3.3 Selling Rate ......................................................................................................................................................... 17 3.4 Copy the final quantity from the bill quantity ....................................................................................... 21 3.5 Check and review reports ............................................................................................................................. 23 3.6 Value Analysis .................................................................................................................................................... 27 3.7 Resource Checks............................................................................................................................................... 29 Chapter 4. Pricing using Worksheets ............................................................................................. 35 4.1 Price Code ........................................................................................................................................................... 35 4.2 Price Plug and Split Rate items using Worksheets .............................................................................. 35 Chapter 5. Value Engineering (or Re-modelling) .......................................................................... 43 5.1 Job Remodelling ............................................................................................................................................... 43 5.2 Explode Macros................................................................................................................................................. 45 Chapter 6. Coding using Cost and Group codes ........................................................................... 49 6.1 Cost codes & Group codes .......................................................................................................................... 49 6.2 Defining the Cost codes ................................................................................................................................ 50 6.3 Allocating the Cost & Group codes to Simple resources ................................................................. 52 6.4 Resource Analysis Reports ............................................................................................................................ 54 Chapter 7. Controlling Labour and Plant using Task Codes ........................................................ 61 7.1 Defining the Task codes ................................................................................................................................ 62 7.2 Task code allocation........................................................................................................................................ 63 7.3 Task code analysis............................................................................................................................................ 67 7.4 Task code reports ............................................................................................................................................. 69 Chapter 8. Variation Pricing and VO codes ................................................................................... 75 8.1 Variation pricing ............................................................................................................................................... 75 8.2 VO Codes ............................................................................................................................................................ 77 8.3 Variation Order documents.......................................................................................................................... 77 Chapter 9. Valuation No.1 using Calcsheets .................................................................................. 79 9.1 Valuation Setup ................................................................................................................................................ 79 9.2 Primary Valuation Quantities ....................................................................................................................... 81 9.3 Measuring Final qtys using Quantity Calcsheets ................................................................................ 83 9.4 Entering Valuation quantities ...................................................................................................................... 86
Contents
Chapter 10. Valuation No. 1 using Area Bills ................................................................................ 89 10.1 Area manager .................................................................................................................................................... 89 10.2 Importing the bill items in the area bills ................................................................................................. 90 10.3 Apply area code ................................................................................................................................................ 92 10.4 Measure Area Actual Quantities ................................................................................................................. 95 10.5 Update Valuation Actual qtys using Areas ............................................................................................ 96 Chapter 11. Valuation Report Manager ......................................................................................... 97 11.1 Interim Payment Claim report ..................................................................................................................... 97 11.2 Valuation Listings report ............................................................................................................................... 98 11.3 Valuation Resource Analysis report ....................................................................................................... 100 11.4 Project Codes Resource Analysis report ............................................................................................... 101 11.5 Valuation Trade Total Display................................................................................................................... 103 Chapter 12. Costs & Allowables ....................................................................................................105 12.1 Analyse Allowable to-date ......................................................................................................................... 106 12.2 Cost & allowable columns ......................................................................................................................... 107 12.3 Import To-Date costs ................................................................................................................................... 107 12.4 Check import file ........................................................................................................................................... 109 12.5 Cost Adjustments .......................................................................................................................................... 111 12.6 Release costs ................................................................................................................................................... 111 12.7 Analyse Allowables to date vs. Costs to Date..................................................................................... 112 12.8 Cost to complete using cost rates .......................................................................................................... 113 12.9 Cost & Allowables at Completion ........................................................................................................... 117 12.10 Cost & Allowables using Task and Cost Codes ................................................................................. 118 Chapter 13. Set up Next Valuation ...............................................................................................119 13.1 Setup Next Valuation ................................................................................................................................... 119 Chapter 14. Subcontract Manager................................................................................................123 14.1 Create a new Subcontract .......................................................................................................................... 123 14.2 Creating Subcontract Bill using the Main Bill ..................................................................................... 125 14.3 Creating the Subcontract Bill using S/C Adjudicator ....................................................................... 130 14.4 Subcontractor Details .................................................................................................................................. 133 14.5 Subcontract Progress Measure ................................................................................................................ 135 14.6 Extras .................................................................................................................................................................. 140 14.7 Charges ............................................................................................................................................................. 142 14.8 S/C MOS ........................................................................................................................................................... 143 14.9 S/C Summary .................................................................................................................................................. 144 14.10 S/C Liability ...................................................................................................................................................... 147 Chapter 15. Valuation No. 2 Using Subcontract Manager .........................................................149 Appendix A- System Registration ................................................................................................153 Appendix B System Settings ......................................................................................................155
Chapter 1. Starting Up
1.1 Starting Candy
Start the System from the windows desktop by double clicking on the Candy shortcut. Complete the user Login with your User Name, Initials and Company name.
For example, if you are tendering in a joint venture with another firm, you can create a brand new company for that bid. To select a company, position the cursor on the required company and use Enter or Double click.
Note: You may enter a Company Code and a Password for your company
Post Tender Valuations & Budget Control The company CCS Training Company has now been created.
The job manager generates a new header and new job automatically. You may create up to 99 jobs within a company that may be copied, renamed, deleted and backed up using the Job menu or using the Right-click Menu.
Edit the job name to read Waste Water Treatment Works and then click
Note: You may designate a Job Code and Password for your job
Recover the Ventshaft and Substation Contract using the following directory on the Candy Installation CD <CD Drive>/FSCOMMAND/Demo Jobs/Ventshaft and Substation Contract
Click
to confirm
Click on
User Interface
Candy Button
System Toolbar
Title Bar
Application Tab
Candy Version
General Toolbar
Application Menu
Application Toolbar
General Menu
Customise Toolbar
The Candy user interface consists of four main sections namely: Title bar, Application Tabs, Application Menus & Toolbars.
Candy button System toolbar Title Bar Candy version Application tabs Application menu General menu
To select the job manager, system settings and to exit the software Job manager and system settings toolbar buttons Displays the company and job you are working in Displays the software version installed on the computer and displays the system information To select the Various Candy applications Displays the menus of the application selected Menu for Utilities & Help including telephone list, daily dairies, card games, help files, licence registration, support information & a website link to Update the Candy version Displays general tool buttons for use on all applications Displays shortcuts specific to the application selected. This tool bar changes when a different application tab is selected To select the toolbar buttons displayed on the different toolbars
Customise Toolbar
User Interface
Document Title
Escape
Column Selector
Record Selector
Function Buttons
Document Title Split screen buttons Escape Document menu Document toolbar Select all records Function Buttons
The name of the document Resizes the document to the top or bottom half of the screen. Go back to the previous menu. The menus available for this document Tool buttons for larger or smaller screen fonts, line deletion, find & replace, export to Excel and print screen. Selects all records in the Bill of Quantities. These buttons relate to the function keys on the keyboard. Namely; Calculate (F12), Worksheet (F11) and Go to Page (F10). NB: If the rates and heading totals require re-calculation, click the red calculate button. Selects the entire record. Right click to display the record menu Selects the entire column. Right click to display the column menu Scrolls between different pages namely; first page, previous page, next page and last page of the bill. 8
User Interface
Right Click
In a record selector:
Right Click
User Interface
In a selected column:
Right Click
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User Interface
Right-click Double Click Row Record +Left-click Row Record Shift+Left-click Alt+Left-click
Keystrokes This is a list of the Editing and Cursor Movement Keystrokes, with a brief explanation of the function, and the equivalent Icon if available. Note: Normal Windows shortcut keys can be used e.g. Ctrl C Copy, Ctrl V Paste etc.
Shift+Esc(ape) Esc(ape) Ctrl+Tab Ctrl+Insert Ctrl+Del Tab Home End Ctrl + > Ctrl + <
Returns to the job selector Returns to the previous menu Moves the document currently on top to behind all other documents. Inserts a new line at the cursor position Deletes the current line at the cursor Moves the cursor forward to the next Field. Shift+Tab moves the cursor backwards. Moves the cursor to beginning of the field Moves the cursor to the end of the field Move to the next page Move to the previous page
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User Interface
Ctrl+Page Up Ctrl+Page Down Ctrl+Enter Backspace Ctrl+Backspace Ctrl+Left-arrow Ctrl+Right-arrow Ctrl+Up-arrow Ctrl+Down-arrow Shift+Ctrl+Downarrow Shift+Ctrl+Uparrow Ctrl+Space Bar Shift+Ctrl+Space Bar Ctrl+R Shift+Ctrl+R (Ctrl+D) Ctrl+U Ctrl+L Ctrl+T Ctrl+K Ctrl+J Alt+Del Shift+Alt+Del Ctrl+Z
Takes you to the first line of the first page of a document Takes you to the first line of the last page of a document Split the line at the cursor position Deletes one character at a time Deletes one word at a time Bubble Up - move the current line up Bubble Down - move the current line down Collapse level headings (to hide all text under headings) Expand level headings (to show all text under headings) Opens all sub headings within the cursor position heading Closes all sub headings within the cursor position heading Open all headings completely Close all headings completely Pick Up the current Line Drop (insert) Lines picked up using Ctrl+R at the current line Turn current line to UPPERCASE letters Turn current line to lowercase letters Turn current word to Sentence case Copy the Field above Copy the Field above and moves cursor down one line Close the active Document. Close All Documents. Undo. Note: As soon as the cursor is moved off the line, the line is stored and the undo button will not function
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Recover the estimate and do the following Checks. It is good practice to copy the job before Remodelling the job for Post Tender Valuations. Eventually the Q.S will have and electronic copy for the Job at Estimate Stage and a copy for the Remodelled Job for use at Post Tender Valuations stage.
Do This Go to the Job Manager Duplicate the Ventshaft & Substation Contract, rename the job to Ventshaft & Substation Contract- Remodelled.
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Choose the Cost and Allowable options. Note: These options may be changed later if required. 14
The Gross Trade Total and Selling Trade Total can be displayed using the same selecting the appropriate rate.
icon and
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Do this: In the Trade Totals Display click Select Perform full error check with report
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Open the Document Manager by choosing Documents > Valuation Document Manager.
Note the selling rate column on the right side of the document. At Tender Stage the job was priced and the Mark up was applied, the selling rates can now be established by copying the Gross rate. Right-click in the selling rate column header, select Copy > Copy Selling rates from Gross. 18
Right Click
Check the option to lock selling rates after copy and Copy zero gross rates click OK and confirm the message.
Note the selling rates are displayed next to each bill item. NB: Check the selling amount balances back to the signed contract document. If the totals do not balance then go back to the problem bill page and check the selling rate of each bill item on that page.
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Post Tender Valuations & Budget Control Now open this document 1.2 Selling Bill of Quantities
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NOTE: Its best to do this before entering any valuation quantities. Do this: Open the document 2.2 Primary Valuation Entry Right-click on the Final Quantity column header and choose > Copy from selected quantity.
Click YES
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Post Tender Valuations & Budget Control And then OK the quantities copied. See that the Bill qty have been copied to the Final Qty
Note: Later in the course the final qty will be re-measured using the quantity calc sheet.
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Select all price codes on Direct Cost bill pages and select priced in plug and priced in split.
Note: unused Priced codes should be deleted before printing this report.
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To delete unused price codes go to the document 1.1 Price Code Listing ( and click Tools > Delete unused Price codes
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Similarly unused resource can also be deleted directly from the resource list.
Do This Go to the document 1.1.Resource List ( ), click Tools > Delete ALL unused resources > Delete Key resources as well
And click YES to confirm deleting ALL unused resources The list shows what unused resources were deleted.
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Click OK. How many errors were detected? If errors are detected a report will be generated.
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Click the New Document button to open the list of template documents and choose 1. Estimating layouts > 1.1 Resource List Now right click on new 1.1 Resource List and rename it to 1.1a Resource list with Date.
Explanation This is the column layout selector. To include column data into your document, you can move available columns (left hand side) to the right with the green arrow; to remove them use the red arrow.
Add the column 4.2 Date of resource rate change and confirm.
Now open your new document 1.1a Resource list with Date. Look for resources that have old dates and check the rates.
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Post Tender Valuations & Budget Control Sorting the resources by the date The resources can be sorted by the date in ascending order. To do this, right-click in the Final rate changed column, select Sort > Ascending
When you are finished you can clear the sort with
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Provisional resources
If you move the pointer over the red dots on the Final rate, you will notice that these are marked as provisional, like this:
Alternatively, a fixed filter can be used to find resources that where marked as provisional.
Select the document menu View > Filter > Provisional Resources
Note: Filter toolbar 6 indicating 6 filtered provisional resources. You can now show just the resources you want with
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The list of price codes for the job can be displayed by clicking on the
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Note: Price code document lists all the Price codes available in the job in Alpha numeric order.
Price Code E1133 using a Worksheet Price Code E1133 Site clearance is plugged. Right click in the rate and select Display worksheet.
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315 Calculation lines are available to calculate the net rate for the price code. The worksheet header displays Price code, Pricing description and pricing qty of 8250m2. The worksheet header also display where the price code is used in the bill Page 4 item A and Page 1 item A. Therefore the change in rate for the price code will change the rate on the items where the price code is used. Note: A calculation must start in the beginning of the line using a resource code. Beginning with a space will only create a comment line.
Do This To add the required resources to the worksheet from the Resource List, type resource codes 32511 3171 2211 at the beginning of calculation lines 2, 3 & 4. The worksheet fetches the resources from the Resource List.
Now multiply each resource by the required number. Type in the multipliers: 32511 JD 410 Digger loader 3171 2211 6m3 Tipper Labourer *1off *2off *4off
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Start an applied factor using# on calculation line 1. End the applied factor using a = followed by the calculation *0.5day/710m2.
Note: The Enter key or moving off the line will automatically calculate the result and the words APPLIED FACTOR will appear.
Use the shifted function on the Store & next w/s function button to change the store mode from Store & Next worksheet to Store & return to document.
Click Store Worksheet This message will offer to change it from Plug Rate mode to Worksheet mode. 38
Price Code E42111 using a Worksheet The Price Code E42111 Exc fnd; ne 2m is Split. Right click in the rate and select Display worksheet
Note The worksheet header displays the total pricing qty of 1725m3, 600m3 on Page 4/Item C, and 1125m3 on Page 1/Item C.
Typing the resource code requires knowing the correct code. If you dont know the code you can add a resource by right-clicking on the calculation line and choosing Resource list.
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Post Tender Valuations & Budget Control Select the resource 32511 JD 410 Digger Loader W&O
and
Place the cursor on the next calculation line and add 2211 Labourer
*1off *2off
Price worksheet using the applied factor applying a production of 85m3/day and adding 10% for battering. 40
41
42
Value Engineering
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Post Tender Valuations & Budget Control Adjust the diesel rate accordingly and click Calculate
Value Engineering
Note that the Diesel allowable decreases from 280 155.37 to 266 814.64 representing a buying saving of 13 340.73.
The tender rate for Diesel at 6.3/Ltr calculates Material Net Amount of 2 583 388.80 and a Markup of 757 249.87 Do a Trade Totals Display on Selling at 6.00/Ltr of Diesel.
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Value Engineering
The Diesel at 6/Ltr calculates Material Net Amount 2 570 048.08 and a markup is now higher at 770590.59. An increase in markup of 13 340.72 Now return to page one of the Bill of Quantities Do this: Open document 1.1 Gross to Sell Bill
Notice that the Net and Gross rates have changed as these items use the cheaper diesel in their make-up. The Selling rates remained fixed and the calculated mark-up has increased in relation to the Selling.
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Value Engineering
Right click on the price code column header and select Explode Macro Price codes > Explode Macros without recoding
Click Yes
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Value Engineering
Note: The additional Internal Items were added below Item F. Internal Items only have a net rate and no Selling rate. Internal items are marked with an I in the attributes column and therefore will not be printed on the Interim Payment claim to the client. Item F is the external item and therefore only has a selling and no Net rate.
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Value Engineering
Right click in the Final Qty Column header, Select filtered records
Yes to confirm
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Resource document 1.6 Resource Group and Cost code allocation is available as a template document. Add a new template document by clicking on New Document 49
Select 1.6 Resource Group and Cost code allocation Open resource document
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Complex resource
Complex resource is a combination of simples and complexes. A complex resource is identified by using a number in the Type column. The number represents the level of the complex from level 9 being the most basic to 1 being the most complex. Applying a cost code to a complex resource such as JD 410 Digger Loader W&O would be incorrect because the complex includes a combination of Plant, Fuel and Labour.
Click
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Click Abandon
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54
Select Cost Codes as the Summary Click OK, select Bill Quantity and confirm, select Allowable rates and Print Report Now print the report and preview the report. Page 1 reflects all the complex resources
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Post Tender Valuations & Budget Control Page 2 reflects all the root complexes
Page 3 reflects all the simple resources. Note that all simple resources should have a Cost Code allocated.
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Cost and Group Code Audit Reports Analysis by Cost code report This report will list those resources that contribute to a particular cost code. Do this: From the report manager select report Analysis by Group/Cost (72). Customise the report and select Sort by Cost Code.
Entering a cost code in the sieve will print out only those resources that contribute to that particular cost code. By leaving the sieve blank will analyse all the cost codes.
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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.
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Analysis by Group code report This report will list those resources that contribute to a particular Group Code. Do this: From the report manager select report Analysis by Group/Cost (72). Customise the report and select Sort by Group Code.
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Click OK
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Task Codes
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Task Codes
Task codes may be summarised into Task code headings. The level column represents the heading level from level 9 to level 1. Therefore, the Earthworks Tasks of Clear site and Excavation may be summarised into the level 1 heading Earthworks. Note the m2 quantity of Clear site must be factorised by 0.10 to calculate the m2 to m3. The task code accumulates the amount of money and quantity; therefore, each task code should have a unit.
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Task Codes
Click on New document to add a new template document 2.6 Task coding (Controlling labour & plant)
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Task Codes
Customise the document and add columns 26.8 Task code description and 26.9 Task code unit.
Click
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Task Codes
65
Task Codes
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Task Codes
Click Yes
Click OK
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Task Codes
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 1,352,959. 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 80.16 per m3, if the concrete team on site has poured 10m3 then you should not have spent more than 10 x 80.16 = 801.60 on the Labour team. Daily costing should be done against 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. 68
Task Codes
Totals for Task code headings may be displayed by placing the cursor on the heading and pressing Ctrl-Up and Down Arrow.
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Task Codes
Select Task code as Primary and none as the secondary and click OK.
Select Final Qty Select Summary only, net, Spreadsheet and click OK
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Task Codes
Print the report. Select Final Quantity Select Task code as Primary and none as the secondary and click OK.
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Task Codes
The Task code summary report displays the total Quantity per Task. Note for this job consists of a total of 27745m3 of excavations.
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Task Codes
Select Final quantity then Allowable rates. Select Task code as Primary and none as the secondary and click OK.
Page 1 - 50: Lists the resource analysis per Task and the Cost code summary per Task
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Task Codes
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Variation Pricing
Variation orders can be entered between existing bill items or entered on new page of the bill. The practical method would be to add and price all the VOS in a new page in the bill. Heading levels can be used to group each VO in to headings. To create a new page Click on the Select New page and
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Variation Pricing
Do This Type in the New heading, Sub headings & Variation item including final qty. Headings should coincide with existing heading structure, Create the level 2 heading called Variation orders and level 3 heading for variation order # 1.
Price V.O. # 1 Clear site North Boundary using Price code E1133.
Note: The bill item Clear site North boundary adopts the Price codes Net and Selling rates effectively speeding up the pricing process. The Price Code E1133 has a red indicator block indicating that it is used on multiple bill items. If the rate is changed then the changed rate will apply to all the bill items. Therefore if different rate is required the bill item will require a different Price code.
Note: The bill item already has a Task code 0100. The task code is allocated to the price code therefore by allocating the same price code the bill item will adopt its Task code.
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Variation Pricing
8.2 VO Codes
Define VO Code in the definitions and settings
Open document 2.5a My Variation pricing and Allocate VO Code 1 and mark it approved.
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Variation Pricing
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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 difference between Estimating and Valuations is the extra Valuation quantity columns, Valuation layouts and the Valuation reports.
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Valuations
Please Note: Setup next valuation will copy all to date Quantities to previous. Therefore this step must be done before entering any new quantities for all Valuations that follow.
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Valuations
Valuation Documents
Do this: Click on Manager or Open the Valuation Document Manager Documents > Valuation Document
Duplicate document 2.2 Primary Valuation Entry & rename it to 2.2a Favourite Valuation Entry
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Post Tender Valuations & Budget Control Select document 2.2a Favourite Valuation Entry Click on in the Valuation document
Select the required columns as per the above layout and click
Link the valuation tool button Right click on document 2.2a Favourite Valuation Entry > Link/unlink toolbutton > Link document to the VALUATION BILl toolbutton.
Valuations
Note: Item 1/A Clear and strip site has a calcsheet for the bill qty therefore indicating a green indicator block on the Bill Quantity and a B in the Qty Calcsheet indicator column.
Do this: Using Document 2.2a Favourite Valuation Entry double click on the Final Qty for Clear and Strip site to open a calcsheet.
Measurements from other calcsheets and bill items can be copied using
Copy the Bill qty calcsheet into the Final Qty calcsheet. Select the Bill qty as the source selection and type in Page 1 Item A.
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Valuations
Click
to confirm.
On line 4 add the following calculation 20*20 and remarks Area 4 DRW # 110 Rev1.
Click
Valuations
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Valuations
On Page 2
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Valuations
On Page 7
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Area Bills
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Area Bills
Click
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Area Bills
Document manager holds all the required documents for areas. Select document 1.1 Area bill
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Area Bills
Click Tools > Import bill items > Import bill items by page & trade
Importing may be done using a page range. Uncheck Select all pages and Select trades. Select page range from page 4 to 6.
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Area Bills
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Area Bills
Note: The area code Sub A has already been allocated to the bill items. Filter for area code Sub A. Right click in the Area Code column > Filter > Start a new filter.
Type Sub A
Click
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Area Bills
Right click on the selection > Code allocation > Areas > Allocate to Area
to confirm.
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Post Tender Valuations & Budget Control Message appears confirming 34 allocated. Click OK to confirm.
Area Bills
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Area Bills
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Valuation Reports
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Valuation Reports
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Valuation Reports
99
Valuation Reports
100
Valuation Reports
101
Valuation Reports
Click
102
Valuation Reports
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104
The Cost & Allowables documents are available in the Valuation document manager.
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The above document shows the To-date, Remaining and At completion for the current Valuation period. Note: The Task code column is included by default in this document. 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.
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Note: To do a meaningful comparison with the costs from accounts it is essential to measure the actual quantity on the day of cost close (e.g. 25th of the month). Additionally Job remodelling is essential to price Plug rate and split rate with worksheets (Refer to Chapter 4).
Do This Select the Cost & Allowable tab on the Valuation document manager. Open the document 4.1 Cost import. Select Tools > Import and overwrite Cost to date > Import cost from a file. Use explorer to find the text (Excel) file and import the file.
Column Identification is used to select column headings that match the imported information. Identify columns for the Cost code and Real cost to date.
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Click Continue
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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.
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Post Tender Valuations & Budget Control Something to consider........ The cost import document should form part of your Cost reporting pack.
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In the Cost rate column change the simple resources cost rate to the following resources. 4914 Diesel rate change cost rate from 6.00/Ltr to 6.20/Ltr. 53111 Stock Bricks rate change cost rate from 750.75/Thou to 800/Thou. 53411 Face Bricks rate change cost rate from 915.92 to 980/Thou.
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Re-calculate the document 2.1 Cost & Allowables by period to see the changes in the Remaining Cost column.
Open the worksheet for item 5/A One brick wall in foundations.
Adjust the output formulae from 600 bricks per shift /day down to 500 bricks per shift and change the wastage from 10%waste to 15%waste.
Store worksheet
Note: Indicators on the Cost rate will indicate cost rates that use Net rate, Use Net w/s with resource cost rate and Use Cost worksheet. 115
Re-calculate the document 2.1 Cost & Allowables by period to see the additional changes in the Remaining Cost column.
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12.10
The Cost Code provides resource-based control for managing fixed resources such as Materials. The Cost Code will provide limited control to productive resources such as Plant and Labour but is not ideal. The engineering site staff will require the Labour and Plant allowable in more detail typically the allowable per Task completed on site. Cost Code 201 General Labour is a typical problem, we know we losing money on labour but now we need to know what Task is the cause of the losses. The example below illustrates a loss for labour on Vertical formwork and a gain on Excavation.
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Set the date and entre the Valuation Header. Note the option to Archive previous quantities is also Checked
Note: The option to Archive previous qty is checked. This will archive all previous quantities. The archived quantities can be viewed using valuation document 4.3 Archive Valuation Quantities.
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Post Tender Valuations & Budget Control The Bill is now ready for Valuation 2.
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Subcontract Manager
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Subcontract Manager
Click New
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Subcontract Manager
Explanation A new Subcontract can be added using the following options: Manually: This option is used for when we need to create a new subcontract from scratch. Selecting a s/c package code: This option is used to select pre-defined subcontracts. Selecting a subcontract from the adjudicator: This option is used to select subcontracts from the Subcontract adjudicator.
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Subcontract Manager
Any item on the BOQ (or a selection of items) can be dragged, copied or imported into a subcontract bill - the code for that subcontract will be displayed against the BOQ item. Alternatively, entering a subcontract code against a Main BOQ item will insert that item into the subcontract bill. Many subcontract codes can be entered against a BOQ item - in other words, many subcontracts can refer to the same BOQ item. Do This Import the bill items by page & trade Click on Tools> Import bill items > Import bill items by page & trade
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Subcontract Manager
Importing may be done using a page range or trade. At the tender stage trades have been and therefore check the option Select Trades to import by trade.
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Post Tender Valuations & Budget Control Subcontractor Awarded Rates and Quantities
Subcontract Manager
The subcontractor's rate for each item in his bill must be entered - called the Subcontract Rate. The contract quantity must also be entered - called the Awarded Quantity. Do This Right click in the Awarded Quantity column, select Copy from selected Bill quantity
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Subcontract Manager
To import the bill rates into the subcontract bill, right click on the Subcontract rate column and select Import Bill rates.
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Subcontract Manager
Select S Subcontract
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Subcontract Manager
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Subcontract Manager
Click OK
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Subcontract Manager
Note: The S/C Bill Items have been imported using the rates quoted by Drainaway limited in the S/C Adjudicator
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Subcontract Manager
Click Allocate a subcontractor to this subcontract Entre all the required Subcontractor details
For the Plumbing subcontract entre the code DRAIN010 and Name Drainaway Ltd. Then entre the subcontractor details.
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Subcontract Manager
Note: Subcontractors code could be the code used for the subcontractor in your companys accounts system. If the subcontractor is already in your Subcontractor database, the drop down list can be used to copy the details.
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Subcontract Manager
To access the s/c document manager click Tools > Document manager
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Subcontract Manager
Note: the Subcontract Bill with progress update includes Due and Pay quantities.
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Subcontract Manager
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Subcontract Manager
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Subcontract Manager
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Subcontract Manager
14.6 Extras
Any additional work done by the subcontractor outside his contract can be added as an extra cost. VOS between the main contractor and the subcontractor are extras. VOS that need to be claimed to the client will not be an extra. Client VOS must be entered as a Main bill Item and then imported into the Subcontract bill. Repairs charged to others will be additional work done that must be contra charged to another subcontractor. Do This Seagreen Painters damaged an eaves gutter during painting. The damaged gutter must repaired by the Plumber and contra charged to the Painter. In the Plumbing subcontract select the Extras Tab and click New in the Repair charged to others section
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14.7 Charges
Any items that incurred by the subcontractor will be a charge. Charges from Main Contractor will be some additional items supplied to the subcontractor like safety equipment. Do This In the Painting subcontract select the Charges tab
Note the charge from the Plumbing subcontractor automatically appears as a Charge from other Subcontractor.
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Subcontract Manager
Do This Add MOS for the Plumbing Subcontractor as per the illustrated below. Select the MOS Tab then Click New and add the rainwater pipe.
Click OK
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Subcontract Manager
Click Ok
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Subcontract Manager
Note: The next certificate button is used to setup next S/C certificate. When used, the to-date values will be copied to previous. Therefore this must be done before entering the next certificate value. The next certificate button will only apply to the current Subcontractor and must be done for each individual subcontractor.
Lookup values
This is the accumulation of all the Subcontractor data and is used to create the subcontractors certificate. The export button will send the data in this list to your Excel template, the information can be mapped to your Excel Template by row and column.
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14.10
S/C Liability
A summary of all the subcontractors can be viewed in the S/C Liability document. The liability document displays all the subcontractors bill values.
Note: The Subcontract liability amount is calculated using Total due less Total Pay Amount
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Customise document 8.2 Bill with Subcontract update to add column 28.13 Subcontract total due quantity
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Click Ok and open the document Right click on the Actual Quantity and select Update from Subcontract Due quantity
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System Registration
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System Registration
If the system has been registered the job selector will be displayed. Please contact the nearest CCS office:
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System Registration
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System Settings
Fonts
Change the font, style and size for various areas of the system. You may find that the view is limited in a document, for example the Bill of Quantities, and may need to adjust your fonts later.
Desktop
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System Settings
Colours can be selected for cursors and input fields on documents and level headings.
Tool buttons Frequently used shortcuts keys can be activated here by applying ticks or removing ticks Do this:
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System Settings
The Candy system can be configured on the network by setting up the folders and paths. The following paths can be set as below:Common backups to set the path to the Common folder used by all the users wishing to backup data on the organisations network. (The backed up data can be recovered by other users) Archived backups - to set the path to the Archived folder for the individual user wishing to backup data on the organisations network. (The backed up data can only be recovered by the individual user) Candy network masters To set the path for a master network company enabling users to access the master library job centrally Microsoft Excel - the path pointing to Excel for exporting Candy data directly to Excel. Tool buttons Job start-up Folders and paths Number format Keyboard Languages Macro keys Toolbar keys Set tool buttons to display in each toolbar button 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. Set number styles to use Set text input and Enter key direction Set the langue file to use (other than English) Set keyboard shortcuts to activate recorded keystrokes in sequence Set keyboard short cut commands to activate tool button functions
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