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User Manual Building Systems Design, Inc.

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1. cccccceeceee ee eeeeseeeeeeeeeeaeeeeeeeaees 78 Chapter 7 Using the Project CSI VIeW ccccccecceeeeeeseeeeees 81 Assigning Tasks to the Project CSI VieW cceeeeeeeeeeeeeeee eee 82 Chapter 8 Applying Different Labor Rates c ccceceeeeeees 85 Opening a Labor Librany esac e ek 86 Creating a New Labor Library ccccccecceceeceeeeseeeeeeeeeaeeeeaeeeeaeees 87 Applying New Labor Rates to an Estimate c cceeeeeeeeeeeeeees 93 Chapter 9 Producing IRE OOMS ceca srasanasnmodasassennacsmnhousauninee 95 SEISCLING REDONS nsr chant tanbiedclehaalectebiadereraidaldanduadhahehaaiicnbvadone s 96 Choosing Report Preferences siccitas 97 Column Setup 1Or Reports cesiiacitcrariaetnciesincohgsatandiasiboeutabsailnbles 98 BSD CostLink CM User Manual v vi Contents Chapter 10 Linking Quantity OPTIONS ccc ccc cecc eee ecceeee cesses eee eeseeceeeeeeseeeeeeseeseenes 106 Linking to the Parent Quantity cccccceeceeceeeeeeeeeeeeeeeaeeeeeneees 106 LINKING TO E XC Cate set ores aea a a a es 109 GUIS sassone E gan eitiatabanan Gees 110 One Time Set Up In Excel ccccccceccececeeeeeeeeeeneeeeees 110 Linking to a Parameter Workbook In Excel a a 115 Linking a CostLink CM Estimate to Excel 06 115 Overview of Linking to Excel cccecceceeeeeeeeeeeeeeeeeeees 116 TOS OK LIKING acc sacticusnt tase a E 117 ie sane evssranise s
2. 2 Using the Tab key to go from field to field fill in the following fields Project No 2004 05 10 Project Size and 400 SF UOM Project Description Sample Estimate For Adding Ramp To Building Designed By Architect s Name Estimated By Your Name Prepared By Consulting Firm Name and Location Preparation Date Today s Date Escalation Index 1 1 2004 Date Effective Pricing Date 1 1 2004 Estimated 30 Days Construction Time Defining Cost Fields In this exercise you will define the cost fields that will be used in your estimate BSD CostLink CM is extremely flexible in defining and reporting costs Up to 10 types of Direct Costs such as labor equipment and material can be specified In addition three categories of Cost Markups can be defined Adjustments amp Taxes Contractor Markups and Owner Costs 1 Still on the Summary Information dialog box click the Select Fields tab The tab opens 22 BSD CostLink CM User Manual Chapter 3 Starting an Estimate Fi Summary info for Generic Template x General Databases Select Fields Equipment Master Project Project Notes Contingency Notes Generic Template gt Select Field Group to Edit i Direct Costs C Adjustments T axes Move Up Contractor Markups f Owner Costs Move Down Select and Edit Direct Cost columns EQUIPMNT EQUIPMNT MATERIAL MATERIAL UNITCOST UNITCOST UserCost M OTHER OTHER Shi OO Shipping
3. Do Query Query dialog box displaying query logic 3 To save the query click the Createbutton BSD CostLink CM opens the Save New Query dialog box Save New Query Query Name Cancel Save New Query dialog box 4 You could enter a different name for the query For this tutorial click OK to save the query using the default name Total Bare Cost gt 500 BSD CositLink CM saves the query and reopens the Query dialog box 5 Click the Do Query button BSD CostLink CM executes the query 6 Click Close to close the Query dialog box BSD CostLink CM User Manual 77 Chapter 6 Working with Queries The database window shows only the tasks that match the query criteria When a query is displayed CostLink CM automatically uses All Tasks in Sheet View and hides the Tree panel E ourc Source Tag ASM 0113001HG MIL 022223403 eyes ston Around Obstructions Hand Labor E cy eq ULABA E 13 Butts Tip Wood Pile 5077 6M to 59 101 9M MIL oz S1004 Treated S00 00 LF AA USA 027501000021 Conc Pavement Reinforced 6 T 150 00 5Y Bean USA USA 0337 02404201 Concrete In Place Grade Walls 8 Thick 4 High 10 00 Cy USR use 055207000955 AEA Weel Stainless Steel Pipe 1 172 Diam 100 00 LF Ady AGS 1 172 Conduit w Couplings Inst In Concrete oo 16111214 Slab amp Masonry EELEF 165703206 34 Area Lt Fole Tpr20 H 6M EELEJ Query results 7 To return to the Project WBS View of the estim
4. E Cost to Subcontractor E EL Electrical Subcontractor EL 21 003 BE Cost to Frime E Field Overhead Prime Contractor A A A Home Office Expense Prine Cont 3 00 24 t365 13 10 635 6 520 553 339 1 308 12 336 206 794 Ea Profit Prime Contractor 6 95 575 27 301 491 1 894 E Bond Prime Contractor 2 50 1 308 159 tied 4353 12 637 E C ost to Owner 4 Contingency 128 5 126 110 A Escalation 6 00 26 766 4771 41 813 465 13 530 l Project Cost Markups form Summary tab The grid summarizes the markups you have defined and applied to each Direct Cost type in the Tutorial Project Each darker gray line is a subtotal of the costs above it Following is an explanation of each of these subtotal lines and how they are calculated beginning on the top row with Bare Direct Costs and proceeding down to Total Project Cost at the bottom Bare Direct Cost is the sum of all the direct costs labor equipment material and any user defined costs in the selected folder Cost to Subcontractor includes the Bare Direct Cost plus any sales tax or adjustments This is the full direct cost for any task or folder that is the cost to BSD CostLink CM User Manual 73 Chapter 5 Defining Cost Markups the contractor who performs the work In this case Sales Tax is the one markup you have defined and it is lis
5. H Refresh All Links from mai Change Excel Links Source The Manage Links commands in the Tools list in the Customize dialog box 8 One ata time drag the three toolbar buttons to the new empty toolbar Before you release the mouse button a dark line will appear where the button will be added and the mouse pointer will have a plus sign in the bottom right corner NOTE Ifthe mouse pointer has an X in the bottom right corner the pointer is not located in a place where you can drop the button Move the mouse so the tip of the pointer is on the new toolbar As you drop each command a button for the command appears on the toolbar and the toolbar grows to fit the commands BSD CostLink CM User Manual 121 Chapter 10 Linking BS New toolbar with buttons for the three most common linking commands 9 Close the Customize dialog box 10 Right click on any button on any toolbar 11 Click Linking The new toolbar closes 12 Right click on any button on any toolbar 13 Click Linking The toolbar opens 14 Hold your mouse over each of the three buttons on the new toolbar A description of what each button does appears NOTE If you do not see descriptions of what each button does right click on any button on any toolbar and choose Customize Click the Options tab and select the option Show ScreenTips on Toolbars Close the Customize dialog box and the descriptions should now appear when you hold your mouse over the butt
6. The tasks in 20 Site Improvements are displayed in the sheet panel BSD CostLink CM User Manual 71 72 Chapter 5 Defining Cost Markups 11 12 13 14 In the sheet panel click on the task 033102404 Concrete In Place for Walls lt 6 AME 4 HLN The Markups form changes to display the markups for this individual task Click on Design Contingencies 2 to select the percentage that you will apply Verify that the top of the markups form says Concrete In Place for Walls 8 Thick 4 High Click the Apply button CostLink CM removes the 1 contingency markup from this task and applies the 2 contingency markup The Count fields on the 1 and 2 contingency markups update to show this Click the Summary tab to view the markups for this one task In the Tree panel click on 2004 05 10 BSD Buildings Change Order 1 NOTE You may need to click the folder again so that the Markups form will update Verify 15 that the top of the Markup form says BSD Buildings Change Order 1 f it does not click the folder again The Markups form updates to summarize the markups for the entire estimate Click on individual folders to view their markups When finished leave the markups form open and click the Owner tab Applying Escalation In this exercise you will define an Owner markups percentage for the Escalation markup type and apply it to the entire Tutorial Project 1 OY oP NS To apply escalation
7. 23 Close the item form 24 If necessary scroll to the right in the sheet panel so you can see the Last or Last Change field If necessary resize the column so you can see the date Scroll through the sheet panel and notice that the current date is displayed for the trades you edited 25 Close the labor library Applying New Labor Rates to an Estimate To change the labor rates in a project or database to the labor rates that are defined in a labor library you repricethe project or database to the new labor library using the Summary Information dialog box When you do this CostLink CM searches the selected labor library for Labor IDs that match the Labor IDs of the labor items in the project s Labor resource view When it finds a matching Labor ID CostLink CM changes the rate information for the labor item in the project s Labor resource view to match the rate information in the labor library The next time the project is recalculated the new labor rates will be used In this exercise you will reprice the Tutorial Project to the Tutorial Labor Rates library that you created and edited in the last exercise 1 Note the current cost of the Tutorial Project Then choose File gt Summary Info The Summary Info dialog box opens 2 Click the Databases tab BSD CostLink CM User Manual 93 94 Chapter 8 Applying Different Labor Rates fl Summary info for BSD Buildings Change Order 1 BSD Buildings Change Order 1 Measur
8. When creating your own parameter workbooks in Excel keep the following information in mind The parameter workbook used in this User Manual is completely contained on one worksheet However you can link a CostLink CM estimate to a parameter workbook that spans multiple worksheets and even multiple workbooks Ifyou rename the worksheets in your workbooks from Sheet1 Sheet2 etc to something more descriptive do not use any spaces in the sheet names CostLink CM cannot link to a cell on a worksheet that has a space in its name NOTE Do not rename worksheets if they are already linked to CostLink CM Downloading the Parameter Workbook To download the completed parameter workbook from BSD s website 1 Open your Internet browser and go to www bsdsoftlink com 2 On the left side of the web page click Download Center 3 Scroll to the bottom of the page and click on User Manual in the CostLink CM column 5 Scroll down and click tutorialworkbook zip 6 At the prompt save to a directory on your local hard drive After downloading the workbook you are ready for the next exercise Linking a CostLink CM Estimate to Excel Each time you open CostLink CM or an Excel workbook that is linked to a CostLink CM estimate a program called aecLinkMan launches in the background While you are running CostLink CM or an Excel workbook that is linked to a CostLink CM estimate you can press CTRL ALT Delete to open your Task Manager and y
9. 1 i x Select Reports Utility Reports Preferences Column Setup Custom Reporte BSE Buildings Change Order 1 Detail and Summary Report Options Mote and Footer Options I Print Folder Totals T Unit Cost Colurnn Manhours Column T Print Unit Cost Row d Print Percent of Parent to Lewel cd ProjectLevel Folder Level Print Note Contingency IY Task Level Footer Rounding Costs No Founding uantities No Rounding Detail Report Options Print Folder Tags Summary Report Options Detail Includes Direct Costs Indirect Costs C Owner Costs fw Print Folder Tags i Print Quantity Columns Print Source Tages IW Print Total Cost Columns Print Crew Et Column Print Crew OutputEolunmn e lw M Print Contractor Tags P e I Print Source USA RSM ete Include Folder Titles thru Level es ei ee Setup Save as Default OF Cancel Help Reports dialog box Preferences tab 2 Accept the default selections on this tab for this Tutorial In preparation for the next exercise leave the Reports dialog box open Column Setup for Reports In CostLink CM the Cost Fields you select for the project are printed as columns on the Detail and Summary Reports You use the Column Setup tab to choose the column names and descriptions to print and if you wish to omit columns from the reports 1 Click the Column Setup tab at the top of the dialo
10. 5 Close any item forms so that only the Tree and Sheet panels are displayed Now click the Tile windows vertically button on the BSD CostLink CM toolbar If you are still showing the data in the Tree Panel you may want to turn it off click the Show Folder Data In Tree button ES 16 BSD CostLink CM User Manual Chapter 2 Guided Tour BSD CositLink CM displays the Project and CostBook database windows side by side This arrangement is useful when you are copying tasks from one database to another especially when using drag and drop 6 Toclose the CostBook database click the close button in the upper right corner of the window Click the maximize button to maximize the Child Development Center Project Database window Resources In BSD CostLink CM resources are data items that support the pricing of tasks or the building of cost estimates They can include items such as materials crews labor items equipment items modifiers materials vendors and other types of data Resources are stored in data structures called tables within the Project CostBook and Assemblies Databases In some cases resources may also be stored in their own databases referred to as libraries Within a resource table a specific resource is stored only once no matter how many times it may be used in the database For example a particular equipment item may be used to determine the equipment cost of a dozen tasks in different portions of an estimat
11. 6 Click the Commands tab The Commands tab opens Customize E x Toolbars commands Options Categories Commands Be o E ae Edit View New Insert a Format L open Tools Close Data window and Help el Save Drawing Gukoshapes Save S Selected command Description Midi selection s The Customize dialog box Commands tab 7 Inthe Categories list click Tools The Commands list updates to show all the commands in the Tools category 8 Scroll through the Commands list to find COM Add Ins Show All Scripts a Web Options The COM Add Ins command in the Commands list BSD CostLink CM User Manual 111 Chapter 10 Linking NOTE In the following steps you will click and hold the left button on your mouse Do not release it until the directions say release the mouse button 9 Click and hold on COM Add Ins and drag it to the Tools menu Continue holding down the left mouse button Your mouse pointer will look like this es Mouse pointer when dragging a command to a menu or toolbar 10 As you hold the mouse button down over the Tools menu the Tools menu will open 11 Continue holding the mouse button down as you drag the command to where you would like it listed in the Tools menu A black line will appear where the command will go Continue dragging the mouse until the black line is located where you want the COM Add Ins command You may want
12. Cells that contain comments are identified by a red triangle in the upper right corner of the cell Excel cell with a comment Read the comment by holding your mouse over the cell You can edit the comment by right clicking on the cell and choosing Edit Comment from the context menu Editing the comment includes resizing the comment so that you can read the entire comment and also editing the text in the comment You can remove the comment by right clicking on the cell and choosing Delete Comment When you copy a cell to link to CostLink CM a comment is automatically inserted identifying that the cell is linked Overview of Linking to Excel In general the following steps are performed to link an Excel workbook to a CostLink CM estimate Do not perform these steps for the tutorial This is an overview of the process l 2 3 Make sure the workbook is saved In Excel click on the cell that you want to link In Excel choose Edit gt Copy as CostLink Source The Enter Range Name dialog box will open BSD CostLink CM User Manual Chapter 10 Linking Enter a name for the cell The range name can be as descriptive as you like but cannot have any spaces Click OK Switch to CostLink CM using one of the following methods Windows Taskbar Click the CostLink CM button in the gray bar across the bottom of the screen that lists all the programs tasks that are currently running Alt Tab On your keyboard hold dow
13. G BOILMER Bodermekers HA 404 09 25 EN MIL B BRKLATE Buicktapas HR 420 53 IEB 72 MIL B BRELOYA Biickbyens Semis killed HA psa 4 91 H MIL_ E CARPHTE Camerter HA 43 14 7 39 o 4 Ir C NCostLink CH Libraries 2000 Hatiora Labor Fate MLA TAPS MUM INS 5 18 Pe CostLink CM with a Labor library open 86 BSD CostLink CM User Manual Chapter 8 Applying Different Labor Rates 3 Click on the different tabs in the Tree panel to see the different areas of the standalone library Notice that is it organized by different types of laborers 4 To examine the kind of data stored for each labor rate item display a labor task in the Sheet panel and double click on the task amp Labor for 2000 National Labor Rates Source MIL Labor ID B ASBTSWKR Default Rate 37 89 i HF Last Changed Rate Computation FateHA Percent Basic Rate 23 33 A Overtime 0 00 0 00 Payroll Tax amp Insurance 8 06 34 55 Fringe Benefits 6 50 ar obz Travel or Subsistence 0 00 0 00 Total 8B Insert T Lock Back Hest Appp Close Labor item form 5 Click the Close button to close the item form 6 Choose File gt Close to close the Labor library Creating a New Labor Library You may need several different sets of labor rates one for each job location one for each area of a city where trades get paid different rates and one of each of those for every year Rather than editing an existing la
14. NOTE You can resize the Markups form to view all columns Leave the display as it is in preparation for the next exercise Defining and Applying Owner Markups In CostLink CM Owner markups are used to estimate costs to the project owner outside of construction contracts They are applied after all other markups Owner markups may BSD CostLink CM User Manual 69 70 Chapter 5 Defining Cost Markups include escalation contingency supervisory costs and so on Like sales tax and adjustment markup types Owner markup types are defined in the Summary Info dialog box on the Select Fields tab and applied to all or part of a project using the Markups form For more information on Owner markups see Chapter 8 of the CostLink CM Reference Manual Applying Design Contingency Percentages In this exercise you will define and apply different percentages for the Design Contingency Owner markup to different elements of the Tutorial Project 1 Click the Owner tab Markups for BSD Buildings Change Order 1 att Summary ae Overtime ie Adjustments and Taxes 24 Contractors z Owrer BSD Buildings Change Order 1 Owner Marku p Type IT Count Description Method Percent Amount amp Contingency x Ba Escalation 1 L gt Folder Task Count 30 Back Next Apply Remove Close Markups form Owner tab The grid in the upper left of this tab shows the two Owner Markup types th
15. 32 source tag 37 using crews 41 alternate hierarchy overview of views 3 applying different labor rates 85 applying sales tax 61 arranging panels and windows 8 arranging panels and windows active window identifying 32 assemblies how display in primary views 69 queries and 79 assemblies database 15 adding tasks from 52 assign tasks to hierarchy 81 assigning work to contractors 68 auto recalculate markups 62 B building the project structure 26 C choosing report preferences 97 BSD CostLink CM User Manual Index Index column setup for reports 98 contractors 64 applying markups 68 defining 65 copy database or library 87 copying folders 28 cost fields defining 22 cost markups 57 auto recalculation 62 contractor markups 64 editing estimate after applying 62 owner costs 69 sales tax 61 summary 73 costbook database 15 adding tasks from 31 32 CostLink CM direct cost overview 2 markups overview 2 overview 2 views overview 3 costs displaying in tree 50 selecting on reports 98 create new labor library 87 creating a query 76 crew as assembly 36 crew code 37 crews 36 CSI codes 37 CSI Tasks resource view 36 D database window 7 databases 15 defining cost fields 22 defining cost markups 57 defining project summary information 21 direct costs 25 overview 2 Index edit labor rates 88 equipment ID 37 equipment items adding as tasks 31 estimate chan
16. BSD CostLink CM User Manual Chapter 4 Adding Direct Costs 10 Add the following two tasks To add each task you can either click the Insert button on the item form or you can close the item form and use Insert gt Task Task Reinforced Concrete Pavement 6 Thick CSI Code 02750 10 00 UOM Sy Task Concrete Sidewalk 4 Thick CSI Code 027752750 UOM SF Rather than entering unit costs for these tasks the labor and equipment costs will be derived from crews that you will assign in the next exercise 11 Leave the item form open Adding a Crew to a User Defined Task This exercise continues from the previous one by copying a crew from the CostBook Database and adding it to the user defined CSI Task This process is called referencing a crew 1 Leaving the item form open scroll through the sheet panel to find the task 027501000 Reinforced Concrete Pavement 6 Thick and click on tt NOTE Ifthe item form is in the way you can move the item form anywhere on the screen by dragging its title bar the bar across the top of the item form The item form displays the information you entered for this task BSD CostLink CM User Manual 41 Chapter 4 Adding Direct Costs CSI Tasks for BSD Buildings Change Order 1 i 3 xj General Members Modifiers Materials UntCost Backup Usage Task i Concrete Pavement 6 Thick Crew Source usr CSI Code 027501 O00 Units sv Task Cost Data Other Task Pro
17. Change Ord fel E3 Hotes Pictures Site Electrical Utilities o Use Aight Mouse menu to edit or use hotkeys Ctrl Cut Ctrl C Copy Ctrl Paste or Ctrl Z Undo Close Spp Notes form 3 Type the following in the Notes area Electrical work will be performed by a subcontractor All other work will be performed by the prime contractor 4 Click the Close button to exit and save the Notes The folder icon changes to indicate that there is a note attached to the folder Introduction to Adding Tasks 30 Tasks represent costs for each small piece of a project You can begin adding tasks within a folder at any time starting at any folder level You might add tasks to Level 2 folders in one part of the project while adding them to Level 5 folders in another part so that the more complicated portions of a project are broken down to greater depth How to Add Tasks to Estimates There are several ways to add tasks and their Direct Costs to CostLink CM estimates Copy individual CostBook tasks from the primary CostBook view of a CostBook database These tasks typically have labor equipment and material unit costs and derive their labor and equipment costs from crews Copy items from the Labor or Equipment resource tables of a CostBook database These items can be copied into your estimate as tasks that contain only labor or equipment costs BSD CostLink CM User Manual Chapter 4 Adding
18. Click OK NOTE For more information on the options see the CostLink CM Reference Manual The Assign Project WBS Tasks To Hierarchy confirmation message opens Assign Project WBS Tasks to Hierarchy Fa cp Gre vou sure vou want to assignfreassign all tasks in the 2 Project WES hierarchy to corresponding Folders in the Project CSI View hierarchy Cancel Assign Project WBS Tasks to Hierarchy confirmation message 4 Click OK CostLink CM moves the tasks from the Unassigned folder to the appropriate folders 5 Click on the folders that contain tasks identified by their folder icons and examine the source tags of the tasks within each folder Notice that the first two digits of the source tags match the first two digits of the folder tags You can now use this hierarchy when printing reports if desired BSD CostLink CM User Manual 83 Chapter 7 Using the Project CSI View 8 4 BSD CostLink CM User Manual Chapter 8 Applying Different Labor Rates CostLink CM is delivered with Labor and Equipment libraries that are independent of any Project CostBook or Assemblies database These standalone libraries allow you to reprice the labor and equipment costs of a Project CostBook or Assemblies database for different time periods or geographic regions In this chapter you will learn how to e Open and examine a Labor library e Apply new labor rates to an estimate BSD CostLink CM User Manual 85 Chap
19. CostLink CM 3 Position the windows side by side by clicking the Tile Windows Vertically button on the main toolbar 4 To assist in finding the assemblies you ll need choose Tree gt Use Single Tab Then choose Tree gt Show Folder Tags All of the Assembly database folders display on one tab with their folder tags showing 5 Using the folder tags as a guide or by using Find see the Copying Tasks from the CostBook View and Using Find section of this chapter if you need to review the instructions for using Find locate the following assembly in the Sheet panel QO113001HG Grade Beams Cast In Place 3000 P 6 Drag this assembly from the Assemblies database window and drop it on the 10 Foundations folder in the Tree Panel of the Project database window CostLink CM displays the assembly in the Sheet panel 7 Inthe Tutorial Project open the Item Form for the assembly by double clicking on the copied assembly in the Sheet panel 8 If necessary click on the General tab Enter a Quantity of 50 FT and press Tab BSD CostLink CM computes the extended costs for the task based on the assembly member costs and the Quantity BSD CostLink CM User Manual 53 54 Chapter 4 Adding Direct Costs a Tasks for BSD Buildings Change Order 1 General Members Accounts 0113001HG Grade Beams Cast In Place 3000 F Task Grade Beams Cast In Place 3000 F Description Luartity o o FT Crew Task Type Asm i 13
20. Foundations 5 Select Use Parent Quantity times Foundations is now linked to its parent Substructure 6 Click in the UOM field the field to the right of the Quantity and type SF Click Close 8 Inthe Sheet panel open the item form for Grade Beams Cast in Place 3000 P Double click on the task BSD CostLink CM User Manual 107 108 Chapter 10 Linking 9 Select Use Parent Quantity times 10 In the field to the right of the options enter 125 and press Tab The Linked Qtyis 50 a Tasks for BSD Buildings Change Order 1 p xj General Members Accounts 0113001HG Grade Beams Cast In Place 3000 F Task Grade Beams Cast In Place 3000 F Description Linked Oty 50 0 FT Crew Task Type ASM i 13001HG Assembly ha Grade Beams Cast In Flace 3000 F Use Quantity Entered Other Task Properties Use MS Excel Value Times ee en E f Use Parent Quantity Times es FTA UntCost Extended 80 Material Updated Date 561 5 957 56 Insert Lock OmitTask Back Next Apply Close Grade Beams item form linked to parent 11 Click Next The item form updates to 13 Butt x 7 Tip Wood Pile 50 16M to 59 19M Treated 12 Select Use Parent Quantity Times 13 Enter a value of 75 and press Tab The Linked Qtyis 300 14 Click Close 15 Open the Summary Info dialog box From the File menu choose Summary Info 16 Change the Project Size from 400 to 800 17 Click OK
21. HE Unedited comment on linked Excel cell 18 Right click on cell G15 19 From the context menu choose Edit Comment The comment opens in an editable mode 20 Resize the comment so that you can see all the text NOTE You can resize the comment by holding your mouse over any of the white squares on the border of the comment and then dragging your mouse away from the center of the comment BSD CostLink CM User Manual 125 126 Chapter 10 Linking 7 BOD LINK SOURCE INFO D NAME Grade_Beams oO UID K37757 6424074074 7538050 END REQUIRED LINK INFO O O 7 FOR INFORMATION ONLY MAY NOT BE UP TO DATE O CM PROJECT PATH C CostLink CM Projects Tutorial Project Linked MPY O ITEM 1S TASK Grade Beams Cast In Place 3000 F O FIELDNAME Quantity O UNITS FT O Comment resized to show all the text 21 22 23 24 20 26 27 28 29 30 31 32 33 34 35 36 37 38 Click on any cell to close the comment Hold your mouse over cell G15 The comment displays in its edited size Click on cell G16 Choose Edit gt Copy as CostLink Source The Enter Range Name dialog box opens Type Wood_Pile and press Enter or click OK Switch to CostLink CM In the sheet panel click in the Quantity field for 13 Butt x 7 Tip Wood Pile Click the Use paste to create a link to this record button on the tooivar The link is created Open the Item Form and chan
22. Manual BSD CostLink CM User Manual 57 Chapter 5 Defining Cost Markups Examining the Cost Markup Types 58 The first step in defining cost markups is to see what markup types are already in the estimate and to choose whether or not to create additional types and or change existing types The markup types for an estimate are inherited from the project template that is used to create the estimate You can change the markup types for the estimate at any time In this exercise you will examine but not change the markup types for the Tutorial Project 1 Choose File gt Summary Info The Summary Info dialog box opens 2 Click the Select Fields tab This tab shows all of the cost types that are defined for the estimate As mentioned the ones for the Tutorial Project were inherited from the project template Select Field Group to Edit lists four options that represent the types of costs you can define in CostLink CM The first group is Direct Costs see Defining Cost Fields in Chapter 4 for more information on Direct Costs The other three options are cost markup types that can be applied to the Direct Costs 3 Inthe Select Field Group to Edit control click the Adjustments Taxes option The cost grid displays the Adjustments and Taxes cost markup types for the estimate BSD CostLink CM User Manual Chapter 5 Defining Cost Markups Fl Summary info for BSD Buildings Change Order 1 l x General Databases Select F
23. OK to confirm The crew is assigned to the task and the crew members are listed in the Crew Members grid The Crew field shows the crew code XSGRA CSI Tasks for BSD Buildings Change Order 1 e x General Members Modifiers Materials UntCost Backup Usage Task Hi Concrete Pavement 6 Thick Crew XSGRA 3 egoprmed 1 Spt Roller Grader water Truck Source usr CSI Code 027501 O00 Units g Crem Members m ee Total Fies er T 29 Bees J cc 3 Eq ey a Sy SMALL TOOLS gy GRADER MOTOR ae 25 11 Lat v Insert Iw Back Next Apply Close inser Back Nert Apply Close Item form for Reinforced Concrete Pavement 6 Thick Members tab with crew assigned 9 Click the General tab Click in the Prod Rate field Enter 375 and press the Tab Key The Unit Costs reflect the total hourly labor and equipment costs of the crew BSD CostLink CM User Manual 43 44 Chapter 4 Adding Direct Costs CSI Tasks for BSD Buildings Change Order 1 S E x General Members Modifiers Materials UnitCost Backup Usage Task Hi Concrete Pavement 6 Thick Crew XSGRA 2 egoprmed 1 Shpt Roller Grader water Truck Source usr CSI Code 027501 O00 Units g Other Task Properties pValue Whore 375 0000 S HA Equipment ef Unit Man Hours 0 0160 Material Uritlost 0 72 Insert i Lock Back Next Apply Close Item form with crew assigned and production rate
24. Percent field Type 6 5 and press Enter This defines a Sales Tax percentage of 6 5 6 Click the Apply button CostLink CM applies a Sales Tax percentage of 6 5 to the Material cost of all tasks in the Project that include materials 7 Click on the Summary Tab to see the effect of the Sales Tax markup BSD CostLink CM User Manual 63 Chapter 5 Defining Cost Markups Markups for BSD Buildings Change Order 1 2 Summary E Overtime E Adjustments and Tares 26 Contractors Ea Owner BSD Buildings Change Order 1 Markup Description Percent LABORA EQ UIFMN IMATERLSL UNIT CO ST OTHER Total RE Eare Direct Cost 7 419 345 5 602 6 520 0 25 005 Sales Tax 1 SE 0 0 624 that Cost to Subcontractor 2 61 7 419 345 F10 226 6 520 0 24 509 Cost to Prime aBel r 419 345 10 226 6 520 0 24 509 E Cost to Owner 2 61 7419 345 10 226 6 520 0 24 509 Project Cost 2 614 7 419 345 10 226 E 520 0 24 50 Quantity 400 0 SF Show Unit Costs Project Cost 24 509 47 Task Count 30 Back Next Apply Eemo Close Markups form General tab showing Sales Tax applied 8 Click Close to exit the Markups form Adding Contractors and Assigning Their Costs 64 CostLink CM offers great flexibility in defining and applying contractor markups Contractors overhead profit and bond costs are figured individually for each contractor involved in the project These costs are au
25. Shipping Cost O UserDirect2 UserDirect2 OO UserDirect UserDirect3 O UserDirect4 UserDirect4 O UserDirect5 UserDirect5 Description Include Userlost2 Userlost3 Userlostd Userlost OF Cancel Help Summary Information dialog box Select Fields tab 2 Inthe Select Field Group to Edit control the Direct Cost Columns option is already selected Therefore the Direct Cost types for the estimate are displayed in the grid area below By clicking the other Field Groups you can display the other cost types Adjustments Taxes Contractor Markups and Owner Costs The Direct Cost types shown have been copied from the Generic Template that you used to start the estimate No changes are needed for the Tutorial Project Adding Project Notes Use the Project Notes tab of the Summary Info dialog box to add any global descriptive notes for the estimate Notes on specific folders or tasks can be added either here or within the estimate You can also update the notes at different phases of the project as you save different versions of the estimate 1 Still in the Summary Info dialog box click the Project Notes tab BSD CostLink CM displays the tab 2 Click in the Notes area and enter the following Tutorial Project Notes BSD CostLink CM User Manual 23 Chapter 3 Starting an Estimate NOTE In addition to typing notes directly into the Notes area you can copy text from a word
26. a linked worksheet the corresponding values in CM change These changes will be made and saved even if the CostLink CM project is not open When the project is opened later you can choose whether or not to update the values NOTE You must have version 9 0 Excel 2000 or higher of Microsoft Excel in order to use the linking feature To check the version of any program open the program and choose Help gt About the name of the program A dialog box listing the version of the program will open BSD CostLink CM User Manual 109 Chapter 10 Linking This feature allows you totake advantage of parameter workbooks A parameter workbook is a spreadsheet where you would enter the overall size of a job and then list some or all the folders and tasks that you need in an estimate for that type of job For the folders and tasks you would enter formulas that calculate their quantities based on what you enter for the overall size of the job In CostLink CM you create all the folders and drag in all the tasks for your estimate like you did in the previous chapters of this tutorial However instead of typing in the quantities for the folders and tasks you paste links from the corresponding values in Excel Terms To eliminate some possible confusion please note the meanings of the following words workbook an entire Excel file often consisting of multiple worksheets worksheet a single tab in a workbook h Sheet Sheet2 Sheets The tabs
27. a new toolbar in CostLink CM that has buttons for the commands commonly used when linking Link the new project to the Tutorial Parameter Workbook Edit the workbook and the estimate to explore different methods of managing the links Create a New Project Based On the Tutorial Project In the following steps you will create a new project based on the Tutorial Project and link the new project to the parameter workbook 1 Close any open projects in CostLink CM and leave CostLink CM running 2 In CostLink CM choose File gt New The New dialog box opens 3 Click Browse The Select Template for New Project dialog box opens to the Template folder J two times to change the Look In field to the 4 Click the Up One Level button CostLink CM folder Double click on the Projects folder Double click on Tutorial Project mp j The Save New Projects Database As dialog box opens BSD CostLink CM User Manual Chapter 10 Linking 7 Inthe File Name field type Tutorial Project Linked 8 Click Save CostLink CM copies the existing Tutorial Project to make the new project opens the new project and opens the Summary Info dialog box 9 Inthe Project Size field delete the number 400 Once the estimate is linked to the parameter workbook the project size will change as you edit the workbook and this field would be reporting the wrong size 10 Click the Project Notes tab 11 Add a note that this estimate is lin
28. and has a note EE Assembly icon indicating a link to Excel green box on the upper right and a note cyan rectangle on the lower left The quantity updates to the value currently displayed in the parameter workbook The quantity field grays out so that it will not be accidentally edited from CostLink CM If this were allowed it would break the link 12 Double click on the assembly to open the Item Form 13 Change the Local Value to 1 0 so that the quantity is now the same as the quantity on the parent folder 14 Choose View gt Forms gt for Notes The Notes form opens NOTE If the note is currently displaying the note for Foundations click on the Grade Beams task 124 BSD CostLink CM User Manual Chapter 10 Linking i Hotes for BSD Building Change Or Pale Hotes Pictures Grade Beams Cast In Place 3000 P p THIS ITEM IS LINK TARGET FOR WORKBOOK CAWINOOW S Oesktop tutorial model spreadsheet sls WORKSHEET Sheet1 AANGENAME Grade Beams se FIT LINE DESCRIPTION rsss Use Right Mouse menu to edit or use hotkeys Ctrl Cut Ctrl C Copy Ctrl Paste or Ctrl Undo uel Close Notes form for a linked item 15 Close the Notes form 16 Switch to Excel 17 Hold your mouse over cell G15 The comment indicated by the red triangle in the upper right corner of the cell displays BSD LINK SOURCE 75 00 F INFO FEED 450 00 LF NAME Grade_Beams O
29. button and choose Insert Child Folder from the context menu 2 CostLink CM prompts you to enter a unique Contractor Tag Enter EL and click OK CostLink CM adds the new folder as New Contractor EL to the tree panel 3 Click the plus sign to expand the New Contractor EL folder in the tree panel CostLink CM inserted three folders one for the subcontractor itself where you will define the markups one for overhead items and one for the subcontractor s own work In a later exercise you will place tasks in these folders New contractor EL E Overh ET Own work EL New contractor folders in Contractors view 4 Open the item form for the new contractor by right clicking on the New Contractor EL folder Then choose Edit Folder from the context menu 5 Fill in the following information to define the subcontractor Contractor Name Electrical Subcontractor EL Short Name Leave as is Folder Tag EL 6 Enter the following information to define the cost methods FIELD OVERHEAD Running Percentage 10 00 PROFIT Running Percentage 10 00 Home Office and Bond costs do not apply to the subcontractor and can therefore be left set to 0 7 Click Close to complete the definition of the subcontractor BSD CostLink CM User Manual 67 68 Chapter 5 Defining Cost Markups Applying Contractor Markups After contractors are defined apply their markups by assigning work to them When you assign work to a contractor Cost
30. can be user created Assemblies can then be copied into the Project database Using assemblies can greatly reduce the amount of data entry required to build a project Example of Use An assembly representing 6 inch concrete slab on grade includes all the tasks required to prepare for form pour and finish the slab The assembly unit of measure is square feet BSD CostLink CM User Manual Chapter 4 Adding Direct Costs The Assemblies database stores the unit costs Labor Equipment Material and Total and quantities of each task required to construct one square foot of 6inch slab After copying the assembly into the Project database enter the quantity of square feet of slab needed for the estimate The total quantities and resulting costs of all items required for slab on grade construction are calculated For more information on Assemblies databases see the CostLink CM Reference Manual Copying Assemblies as Project Tasks In this exercise you will copy an assembly from an Assemblies database into the Tutorial Project then enter the Quantity so that CostLink CM can compute the resulting cost 1 On the toolbar click the Use file dialog box to open Assemblies button L The Open Database dialog box opens listing the available Assemblies databases in the BSD CostLink CM Data folder 2 Click on the supplied Assemblies database not HTRW Assemblies and click Open The Assemblies database opens in a separate window within
31. entered 10 11 12 13 14 15 16 Leaving the item form open click on the task 027752750 Concrete Sidewalk 4 Thick The item form updates to show information about the task Click on the Members tab of the item form In the CostBook click on Outside Cement Finishers The Outside Cement Finisher crews display in the Sheet panel If necessary scroll to see the crew XCMAB 1 X cemtfinrlaborer Small Tools From the Sheet panel drag the XCMAB crew to the item form and drop it on the Crew Members grid If prompted to confirm assigning the crew click OK to confirm The crew is assigned to the task and the crew members are listed in the Crew Members grid The Crew field shows the crew code XCMAB Click the General tab Click in the Prod Rate field Enter 75 and press the Tab Key Notice that the Unit Costs now reflect the total hourly labor and equipment costs of the crew Click Close to close the item form BSD CostLink CM User Manual Chapter 4 Adding Direct Costs 17 Close the CostBook window by clicking the X in the upper right corner of the window 18 Maximize the Tutorial Project window EI Leave the display as it is in preparation for the next exercise Adding Material Costs To a User Defined Task The simplest way to add material costs to a user defined task is to type the material cost in on the General tab of the task However with this method if the material cost changes you have to
32. estimate and again they are applied to all of the Direct Cost types BSD CostLink CM User Manual Chapter 5 Defining Cost Markups Fl Summary info for BSD Buildings Change Order 1 x General Databases Select Fields Equipment Master Project Project Hotes Contingency Hotes BSD Buildings Change Order 1 Select Field Group to Edit Direct Cost Columns f Adjustments T axes ae Contractor harkun Move Down Select and edit owner cost columns FieldName Include Column Hdr Description Labr Egp Mat UC Uar x Contingency W CONTINGN Contingency Mi Mi Mw MY Escalation O M ESCALATN Escalation M M MM Mja a Owner O SIOH Supervision Inspection a W Ml M M Owner O Owner UserOwnere Mie M Ml Mw A Owner3 E Owners UserOwners Mi M M M mM M Ownerd Ownerd UserOwner4 M Ml Qwiner5 Owner UserQwnerd I M OF Cancel Help Summary Information dialog box Select Fields tab displaying Owner Costs 6 After examining the markups click the OK button to close the Summary Information dialog box Applying Sales Tax As seen in the previous exercise a markup type for Sales Tax is included for material costs in the Tutorial Project This markup does not affect the estimate costs until you apply the markup Before applying the markup the percent of the sales tax must be entered Use the Mark
33. in the Tree choose Tree gt Show Data in Tree If the costs do not update when you enter the new quantities choose Tools gt Recalculate All BSD CostLink CM User Manual Chapter 4 Adding Direct Costs O 830 Ceshlink OM E50 buildings Change Order 1 es wells Edt Yew Pamu res Inert Linkhlan Toda Windom Help o iFj Des SB al S A e ox Eni siamale mA BRA ES ee eZ BRO PS a I Qusnity UOM CostToPime CostToDere Tola Project Pk 3 204 0510 BSD Buildings Change Onder Hi 40000 SF 419750 13 750 3750 100 le 5 A Substructuia 42 247 gpu paT iig Ay 10 Foundations 3 247 2247 ar 100 H D F Specel Goreivetion ard Demolition 165 169 TIES 14 Ca 20 Demolition 169 169 169 100 Bo G Budding Stewk 7313 p73 H7 ek Ea 10 Site Prepaalnn 5 086 086 Tach mats h 710 493 10 499 10450 E3 as 40 Sie Electrica Ltiiiss 42 949 2 049 49 17 JE Unassigned Queniip UDM Conr Crew Tg Curation Laba Oia 04 t face oee Recuiler Shaws 2 lo 3 High Emi Ea ULSBF 1 4 1 F oanoea Concrete n Place for wais E Thick A High 11ml EF 10 oO OSGOOD Stainless Steel Asira 1 12 Diameter imonli fon ince Ila et i Recas completed TAPS NUM IHE 4 4E PM Tutorial project showing current costs Your costs may be different depending on the CostBook you are using 9 Open the item form for 027501000 Reinforced Concrete Pavement 6 Thic
34. listed in the Look In field no databases are listed 3 Ifthe Look In field is currently set to Projects click the Up One Levelbutton Look In is not originally set to Projects see the NOTE below Look In now shows CostLink CM 4 Double click on the folder Libraries The dialog box now lists the labor libraries located in the Libraries folder NOTE Ifthe Look In field was not set to Projects at the beginning of step 3 use the drop down on the Look In field to navigate to your CostLink CM Libraries folder Select Unopened file to be copied Fx cf Tel a File name 2000 National Labor Rates MLA Mu Network F DET Files of type Labor MLA Cancel va Select Unopened file to be copied dialog box set to copy a labor library BSD CostLink CM User Manual Chapter 8 Applying Different Labor Rates 5 Select the supplied labor library and click the Open button The Enter Destination File Name dialog box opens Enter Destination File Name Fx Save itt Libraries e f e Eg a 2000 National Labor Rates MLA Per My Digitalwic REL save as type mila Cancel Ee Enter Destination File Name dialog box 6 Inthe File name field type Tutorial Labor Rates You could also click the drop down for the Save In field to save the new labor database in a different location For this tutorial save it in the Libraries folder 7 Click Save CostLi
35. many links were updated 13 Click OK 14 Choose Tools gt Recalculate All The estimate recalculates with the updated values 15 Choose LinkMan gt Manage Links to view the Manage Links submenu While the Manage Links submenu is open notice the checkmark next to Disable Updating from Sources indicating that this option is on 16 Choose LinkMan gt Manage Links to view the Manage Links submenu The commands that have not been used in this exercise are as follows Delete Link from Source lf you no longer want a particular quantity linked click on the folder or task in the Sheet panel and choose this command A message will open asking if you are sure you want to delete the link If you do not want to delete the link choose Cancel Click OK to delete the link Once you click on a different folder in the tree panel and back on the parent of the item you deleted the link to the quantity field will be white in the background indicating that you can edit the quantity and the note indicator and the Excel link indicator will be removed from the icon for the folder or task The value that it was last linked to will still be in the Quantity field but it will not update if the workbook is edited Change Excel Links Source This command applies to linking to Excel only Use this command to link the project to a different Excel workbook The best way to do this is to first create a copy of the workbook that the project is currently linked
36. processor or copy notes from the Notes tab of a different CostLink CM database Since CostLink CM does not have a spell checking feature you may copy text to your word processor and use your word processor s spell check To copy the text drag across it with your mouse and press CTRL C on your keyboard After spell checking copy the text in the word process click in the Notes area and use CTRL V to paste 3 Click OK to save all of your changes and close the Summary Info dialog box NOTE BSD CostLink CM will display the view that was last used in a Project Database If the project opens in a resource view click on the View pulldown and change it to Project WBS View 24 BSD CostLink CM User Manual Chapter 4 Adding Direct Costs This chapter explains how to add folders and tasks to a project Folders represent different elements of the project hierarchy or work breakdown structure WBS Tasks are contained within folders and represent the estimated direct costs for the project Direct costs are the basic costs of doing the work before any cost markups NOTE Cost markups are explained in Chapter 5 To help you build estimates efficiently BSD CostLink CM provides varied and powerful options for inputting and computing Direct Costs Five of these options CSI Tasks Crews Equipment Labor and Assemblies are introduced in this chapter In this chapter you will learn how to e Add folders to define the basic h
37. pulldown in the upper left corner of the window It shows the name of whichever resource table you have displayed Resources are another type of view ina BSD CosiLink CM database 9 Click the arrow on the View pulldown and select a different view from the list The window changes to display the resource table you selected 10 To close both the Resources window and the main project window choose File gt Close For More Information See the BSD CostLink CM Reference Manual for detailed information on Resources in BSD CostLink CM BSD CostLink CM User Manual Chapter 3 Starting an Estimate This chapter gives instructions for starting a new estimate in BSD CostLink CM In this and the remaining chapters in this manual you will be building a sample estimate This sample will estimate the costs of adding a ramp to an existing structure By following the instructions you will learn the most important tasks for using BSD CostLink CM In this chapter you will learn how to e Start a new estimate in BSD CostLink CM by creating a new Project Database e Define Project Summary Information BSD CostLink CM User Manual 19 Chapter 3 Starting an Estimate Creating a New Project Database The first step in starting an estimate is to create the project database You can use one of the provided templates or copy an existing project to start a new project For this tutorial you will use the Generic template NOTE You can import proje
38. the Method field for FIELD OH An arrow appears in the field Click the arrow to view the different cost methods available for this contractor cost type Click the arrow again to collapse the drop down list and to keep Running Pct selected Running Percentage means that BSD CostLink CM calculates the markup based on the percentage you enter in the Own field times the running total The running total is the total of the contractor s Direct Costs plus the values of any Cost fields appearing above the present row in the grid For more information on Contractor cost methods see Chapter 8 of the CostLink CM Reference Manual 6 Click in the Own field for FIELD OH Type 5 2 and press the Down Arrow key BSD CostLink CM User Manual Chapter 5 Defining Cost Markups BSD CostLink CM enters 5 20 for both the Own and Sub fields This means that a markup percentage of 5 20 will be applied for Field Overhead expenses both for the prime contractor s own work and for work by the prime s subcontractors 7 Define the follow markups for the other Contractor cost types HOME OFFICE Running Percentage 3 00 PROFIT Running Percentage 6 95 BOND Running Percentage 10s 8 Click Close to exit the Contractor form and save the Prime Contractor definition Defining Subcontractors In this exercise you will add a subcontractor under the Prime Contractor 1 Click in the Tree panel to select the 01 Primary Contractor folder Click the right mouse
39. to put it near the bottom of the menu since you will probably only use it this one time Tools v Spelling F7 AutoCorrect Share Workbook Track Changes Merge Workbooks Protection Online Collaboration Goal Seek Scenarios Auditing Macro Add Ins E Customize Options Data Analysis Tools menu showing black line where command will be listed once the mouse Is released 12 Once the black line is located where you want COM Add Ins listed release the mouse button COM Add Ins is added to the Tools menu 13 Close the Customize dialog box by clicking the Close button 112 BSD CostLink CM User Manual Chapter 10 Linking Installing the COM Add In For Linking To Excel 1 In Excel choose Tools gt COM Add Ins The COM Add Ins dialog box opens COM Add Ins Add Ins available Location Load Behavior The COM Add Ins dialog box 2 Click the Add button The Add Add In dialog box opens Look in E AddIns d T File name l a Ok Files of type Executable Files exe dii gt The Add Add In dialog box BSD CostLink CM User Manual Chapter 10 Linking 3 Click the Look In dropdown Lin click on the drive that Windows is installed on This is usually the C drive and 4 Double click on the folders listed below for the version of Windows that you are running NOTE If you do not know which version of Wind
40. upper right corner of the window The window is maximized inside the BSD CostLink CM main window 2 Click on the Demolition folder The three tasks display the Sheet panel 3 Click in the Quantity field for each item and enter the following values You can use the down arrow key on your keyboard to move from one quantity field to the next OZ LIAO OA Demo 4 10cm Sdewlk Slab on Gr DLs oN 021126001 Saw Cut Bituminous Paving Per Lin 40 LF 021141002 Concrete Including Disposal LOS CF 4 If necessary scroll the Sheet Panel to the right to view the cost data Unitlost Userlost Total Unit 0 00 0 00 m a 0 00 0 00 0 00 0 00 ex lt M ane Total Bare 40 56 Cost data on tasks in Sheet panel BSD CostLink CM User Manual Chapter 4 Adding Direct Costs Notice that the Labor Equip and Total Unit fields shows the unit cost for the tasks as copied from the CostBook Database and the Total Bare field now shows the extended cost for the task that is the Total Unit cost times each quantity NOTE Your costs may be different depending on the CostBook that you are using Practice To practice locating tasks and entering quantities do the following exercise Starting Point Begin this exercise where you finished the last one with the Tutorial Project maximized and the CostBook database open in the background 1 To display the project and the CostBook database i again restore the Tutori
41. 001HG Assemb Grade Beams Cast In Flace 3000 F e ie Gussie entered Other Task Properties C Use MS Excel Value Times pale Units es nl 0 0000 FT HR C Use Parent Quantity Times o o000 HA Task Cost Data Manhours U rit 1 4172 HASFT UntCos Extended Total Manhours 70 8580 LABOR 43 51 2175 46 Offshore Material fres No EQUIPMNT 1 44 71 80 Material Updated Date MATERIAL Parer 1000 57 Inzert Lock T OmitTask Back Next Apply Close Assembly item form showing Extended costs 9 Click on the Members tab The assembly members display in the grid area with individual quantities and costs BSD CostLink CM User Manual Chapter 4 Adding Direct Costs Tasks for BSD Buildings Change Order 1 a x O1173001HG Grade Beams Cast In Place 3000 F Assembly Members __ Source Tag Description Contr Type Quantity Units Crew Tag 022211501 Trench 1 1 2 CY Hyd Exe Lt Soil 200 T 15 4650 CODES 022223401 Trim Bottom of Excavation Hand Labor T 41 5900 SF ULABE T Cr ULABA CLACC COEID ACARL ACARL SIWR SIWR 0330510017 Burlap 4 Uses 7 5 Oz T 41 6800 SF ULABB B 033111152 Pour Grade Beam Reg Direct Chute eer 92050 Cy ALABE 7 4 F Modifiers Count Description Souce Volurr Inzert Lock OmitTask Back Next Apply Close Assembly item form Members tab 10 Click Close to close the form 11 Close the Assemblies database 12 In p
42. 5 is 4 I Sheet contaire 12 Taske TAPS NUM UE oq PM CSI Tasks resource view with the Unassigned folder selected 5 To add the new task to the Unassigned folder click Insert gt Task BSD CostLink CM adds the new item to the Sheet panel 6 Click on the new item with your right mouse button to display the context menu for the Sheet panel Click the Edit Item command on the menu NOTE You may also display the item form by double clicking on the task BSD CostLink CM displays the item form for the new task BSD CostLink CM User Manual 39 Chapter 4 Adding Direct Costs CSI Tasks for BSD Buildings Change Order 1 General Members Moditiers Materials UnitCost Backup Usage Crew Source usr CSI Code Item00001 3 Units Task Cost Data Other Task Properties pit Cost ale Work Inzert Lock Back Next Apply Close Item form for new task 7 For this task you will manually enter a cost per linear foot Enter the following information into the item form Task Stainless Steel Railing 1 1 2 Diameter CSI Code VS55zZ207000 UOM LF Unit Cost 38 8 To add another task leave the item form open and click the Insert button The new task appears in the Sheet panel and the item form displays information for the new task 9 Enter the following information into the item form Task Concrete In Place for Walls 8 Thick 4 High CSI Code 033102404 UOM CY Unit Cost 272 40
43. AC 1 00 H E FIRE PROTECTION SYSTEMS 1 00 450 891 H E INTERIOR ELECTRICAL 1 00 AMP 174 565 Chapter 2 Guided Tour CostT owner 2 574 970 133 343 4198 411 239 740 328 379 263 939 195 504 175 068 502 891 53 652 204 615 D S6R0 Hs e nxon ees nse Total Project 2 930 985 154 86 230 466 taro dra 301 426 306 501 227 090 206 837 904 135 62 250 fea Gra Souc Source Tag Description Quantity UOM Conte CrewTag Cal b amp usa m SUBSTRUCTURE OSE aa p Ea usA o2 SUPERSTRUCTURE S AA amp UsA 03 EXTERIORCLOSURE OSA Ga USR 04 ROOFING 1005F AK IKITE RINE CORPS TALI TUB Sheet contains 0 Tasks CAPS NUM NS a Project with Data showing in Tree Panel NOTE The columns displayed in the Tree Panel may be modified by clicking on Tools gt User Options See Chapter 2 in the Reference Manual for more information BSD CostLink CM User Manual 9 Chapter 2 Guided Tour Item Forms 10 Detailed information about each folder and task can be viewed and edited on an item form Folder Item Forms In addition to showing descriptive information about the category that the folder represents in primary views primary and resource views are explained later the folder item form shows the summary of cost information for that category To view folder item forms 1 On the toolbar click Show All Folders waf 2 Inthe Tree Panel right click on the Roof Const
44. BSD CostLink CM User Manual Chapter 10 Linking The quantities on the linked folders and tasks update If necessary from the Tools menu choose Recalculate Allto make the costs update Fost Cestumk OM B50 Buildings Change Order 1 l Ey Mie Edk few Rasourons Tree neart Linkhien Toda Wirdon Hen ale x Des 26a e kl zelaon ea emale E Project was Whew 2 oe er B50 Buide Charge Dider 1 Quentiy UO CosToPime CostToOere Tole Project Pet eo 850 Buddings Chage Orde H B0000 SF 55 095 taris o sa 103 CCA Suber 210 00 14 156 Te S15 1713000 ga re ri m0 00 314 115 TESIS 1300 100 H I Specia Construction and Demotlion 184 218 ES 13 H E Building Sitewerk 413096 te GAZ toad Fire e Unessagred o Sourc SouesTag Pescuplon O O O Oooo Quark UOH Conk CewT ag RSE ASM OMGO0IHG Grade Beams Cast In Place 3000 P ee 4 pr MIL OANA 13 Bulla T Ti cd Fle S Bel fo TTT 9H Tresled 4 Recaiouiston completed TAPS NUM IHE Hiab AH Tutorial project with some folders and tasks linked to project size of 800 NOTE Your costs may differ depending on the CostBook you are using 18 Repeat steps 15 through 17 changing the Project Sizeback to 400 Linking To Excel CostLink CM can link to Excel 2000 version 9 0 and higher You can link a single cell in Excel to multiple items in a CM project and link a single worksheet to multiple CM projects When you change cells in
45. CM _ O x File Edit View Resources Tree Insert Links Tools Window Help Deal shal l mel ox oneal amale ip GRAS Hml y BC BNO Ale il 2 gvk OE ay E Cost Book View gt 3 B Fia Rul H H sue OF Thermal And Moisture Frote 08 Doors And windows 09 Finishes 10 Specialties 11 Equipment 12 Furnishings 13 Special Construction 14 Conveying Systemes 15 Mechanical 16 Electrical 01 General Requirements 02 SiteWork 03 Concrete 04 Mason 0S Metale 06 wood And Plastic REN eoad Hacurenents E Summary OF work E Allowances E gt Special Project Procedures H E Coordination Field Engineering CE Regulator Requirements E gt Abbreviations And Symbols gt Souc Source Tag Description OM Crew Tag O Pe momo Summan Ofwok o d d o o Coordination 4 C CostLink CMD ata42000 Costbook MUP CAPS NUM A CostBook open in CostBook View 3 For a better view click the maximize button in the upper right of the window E By default CostBook databases are displayed with multiple tabs one for each of the 16 CSI Divisions which are used to organize the data 4 Using the navigation techniques you have learned in this chapter spend some time exploring this CostBook database Click on different tabs to view different parts of the database Expand and collapse the Tree to view data at different levels of the hierarchy Examine item forms for both folders and detail tasks
46. Contingencies 3 Running Pct 3 To apply a 1 Contingency percentage to the entire estimate first verify that BSD Buildings Change Order 1 Is the current folder by looking for its name at the top of the markups form NOTE Always check the description in the top of the Markups form to be sure that you are applying the markups to the correct folder or task 10 Click in the first row of the grid on Design Contingencies 1 toselectthe percentage you will apply Then click the Apply button CostLink CM applies a contingency markup of 1 to the costs of all tasks in the project The Count field changes to 30 indicating the number of tasks within the selected folder that now have this markup percentage applied To apply higher contingencies to individual parts of the job leave the Markups form open and in the tree panel click F Special Construction and Demolition The Markups form changes to display the markups for the folder Special Construction and Demolition Click on Design Contingencies 3 to select the percentage that you will apply Verify that the top of the markups form says Special Construction and Demolition Click the Apply button CostLink CM removes the 1 contingency markup from the tasks in this folder and applies the 3 contingency markup The Count fields on the 1 and 3 contingency markups update to show this In the Tree panel click the plus sign next to G Building Sitework and click on 20 Site Improvements
47. Direct Costs Copy assemblies from an Assemblies database or copy Crews as Assemblies from the Crews resource table of a CostBook database These items represent groupings of cost items defined in the estimate as a single task Copy tasks assemblies crews labor and equipment from another project Create your own tasks and enter the costs directly Adding Tasks From a CostBook Database CostBook databases store individual tasks Each task can include unit costs for material labor equipment and a separately defined unit cost use when a subcontractor provides a quote per unit as opposed to deriving the unit cost from crews and material Tasks may also include shipping weight and material backup vendor price quote information Often the tasks in CostBook databases derive their labor and equipment costs using crews Crews and adjusting crew output are covered later in the tutorial Tasks stored in a CostBook database can be used in an Assemblies database or copied directly into a Project database For more information on CostBook databases see the CostLink CM Reference Manual Copying Labor and Equipment Items as Tasks You can copy labor and equipment tasks from the main CostBook View of a CostBook database and you can also copy items from the Labor or Equipment resource tables For more information on resources see Chapter 7 of the CostLink CM Reference Manual Opening a CostBook Database The first step in copying tas
48. Duration Lab Sourc 5 ource Tag Descriptor 0 0 EI A New Folder NUM INS 12 14 PM apne CAPS Tutorial Project Your screen should look like the picture above To begin this part of the tutorial you must be in single tab mode and in the Project WBS View If necessary see Chapter 2 for directions on using the View selector to change views If the first folder in the Project WBS View does not say BSD Buildings Change Order 1 from the Tree menu choose Use Single Tab lf desired maximize the project window in order to see more of the project BSD CostLink CM User Manual Chapter 4 Adding Direct Costs 1 Click on the New Folder in the Tree Panel to select it 2 From the View menu choose Forms and then from the flyout menu choose for Tree Items Or right click on New Folder and choose Edit Folder from the context menu NOTE Throughout the rest of this manual instructions where you choose commands from a menu will be written as follows Click View gt Forms gt for Tree Items The item form for New Folder opens Folders for BSD Buildings Change Order 1 E xj General Workbook Linking Folder Definition Path amp Tag f Source Updated Title n ew Folder Gte amp WOM o o Short Hame f Use Quantity Entered f Use MS Excel Value times ni f Use Parent Quantity times Cost Summary C ___z EQUIPMNT a00 o Ss End Date MATERIAL 0 00 0 D
49. Link CM applies the defined markups for that contractor to the costs of the work Assign work to a contractor using any of the following methods Drag individual tasks folders with tasks or entire branches of folders and tasks to the Own Work folder of the contractor This is the most common method Use the LinkMan menu to automatically assign tasks to contractors See Chapter 10 of the CostLink CM Reference Manual for instructions Use the Accounts tab on individual tasks to assign the contractor task by task This is the slowest method Tasks can be dragged to the Own Work folders from any primary view including the Contractors View When a task is added to a folder in the Project WBS View it is also located in all primary views including the Contractors View Since the task has not yet been dragged to a folder in the Contractors View it has not been assigned in that view and is therefore located in the Unassigned folder Individual tasks can be dragged from the Unassigned folder in the Contractors View to the appropriate contractors However if a folder in another primary view already contains multiple tasks that belong to a particular contractor it is faster to drag the folder and with it the tasks from the other primary view to the contractor in the Contractors View For example a particular project contains a Plumbing Subcontractor The Project WBS of this project is structured so that many of the plumbing tasks in the pro
50. M User Manual 79 Chapter 6 Working with Queries 80 BSD CostLink CM User Manual Chapter 7 Using the Project CSI View A chief advantage of CostLink CM is the ability to view an estimate using any number of hierarchies or work breakdown structures WBS that you choose Each hierarchy is defined as a separate primary view of the estimate Certain hierarchies are automatically created depending on the template or project database you use when you start a new estimate You can add more hierarchies whenever you need them In this chapter you will continue to build the Tutorial Project by automatically assigning tasks to the folders in the Project CSI view BSD CostLink CM User Manual 8 1 Chapter 7 Using the Project CSI View Assigning Tasks to the Project CSI View All CostLink CM estimates are created with default primary views One of these is the Project CSI view which is used to sort tasks by their CSI MasterFormat divisions The predefined hierarchy for this view typically contains one folder for each of the 16 divisions with a folder tag for the number of that division Once tasks are sorted into their respective folders reports can be printed on this view or markups can be assigned using this view NOTE You can add primary views in addition to the default ones by choosing Insert gt Hierarchy For more information on views and hierarchies see Chapter 4 of the CostLink CM Reference Manual Assigning Tasks to the Pr
51. Right click and choose Edit folder 2 Select Use Parent Quantity times BSD CostLink CM User Manual Chapter 10 Linking The Qty field grays out and shows a quantity of 400 This quantity is the same quantity that is entered on its parent the project level folder The field to the right of Use Parent Quantity times has a default value of 1 If you changed this value to 2 Qty would be 800 If you changed the value to 5 Qty would be 200 For this tutorial leave the value as 1 i Folders for BSD Buildings Change Order 1 l f xj General Workbook Linking Folder Definition Path amp Tag fa Source Updated Title B Gte amp WOM 400 0 Short Hame f Use Quantity Entered C Use MS Excel Value ti 36 scel Value times 7 f Use Parent Quantity times Cost Summary Unit Cost Start Date LABOR 6 50 2 602 EQUIPMNT goia g EndDate MATERIAL 11 01 t4 404 Duration r UNITCOST e100 40 OTHER 0 00 0 Total Bare 17 02 6 809 pe foo Cost To Prime 17 69 7 075 i CostTo Owner s2102 seam dusted prp Project Cost 22 50 43 001 _ Insert 7 Lock Omit Folder Back Next Close Substructure folder form linked to Parent Quantity 3 Click in the UOM field the field to the right of the Quantity and type SF 4 Leaving the folder form open click on Foundations You may need to click the plus sign next to Substructure to see Foundations The folder form updates to
52. These exports create electronic files that look just like the reports we previewed These files can be emailed to and viewed by people who do not have CostLink CM NOTE If you own Adobe Acrobat 5 0 you can choose File gt Print Setup and select Acrobat as your printer Then Print the reports to Acrobat instead of using the export option in the preview window 15 Select Acrobat Format PDF 16 Click OK The Export Options dialog box opens 102 BSD CostLink CM User Manual Chapter 9 Producing Reports Export Options al Export Options dialog box If you only wanted to export a specific range of pages you could set that here 17 Click OK The Choose export file dialog box opens 18 Click the dropdown arrow on the Save In field and choose Desktop NOTE Desktopis the very first item in the dropdown list 19 Inthe File Name field delete the current name and type Tutorial Export 20 Click Save The Exporting Records message box opens as CostLink CM creates the pdf file Exporting Records Exporting Records message box BSD CostLink CM User Manual 103 Chapter 9 Producing Reports 21 Click the Close button in the upper right to close the preview window 22 Minimize CostLink CM by clicking the uppermost Minimize button E Also minimize any other programs you are running so that you can see your Windows desktop tutorial 23 Double click to open the tutorial export paf file 28Pott pd
53. Use the toolbar to open a project or database BSD CostLink CM program window To Open an Estimate 1 Choose File gt Open and select Project Database from the submenu The Open Database dialog box opens listing the databases stored in the CostLink CM Projects folder 6 BSD CostLink CM User Manual Chapter 2 Guided Tour 2 Select the Child Development Center sample project and click Open BSD CostLink CM opens the project and displays it in its own database window a window within the BSD CostLink CM main window E BSD CostLink CM oO x File Edit View Resources Tree Insert LinkMan Tools Window Help E A T TE E e E ban S380 2 BB 2 8 EG END a S CHILD DE YELOPMENT CENTER Pii x Erenw ve CU AY OO CHILD DEVELOPMENT CENTER 192 SITEWORK CHILD DEVELOPMENT CENTER 192 SUBSTRUCTURE H E SUPERSTRUCTURE H E EXTERIOR CLOSURE H E ROOFING E INTERIOR CONSTRUCTION H E INTERIOR FINISHES H E PLUMBING LAT A fist Ce a iene a USR 0 CPNT EE oe jes usa oe __ SUPERSTRUCTUREY Sheet Panel a lt p EsTERIQR CLOSUR Sheet contains 0 Tasks i BSD CostLink CM main window with project open This is the default window setup for BSD CostLink CM The top panel is called the Tree Panel and the panel at the bottom is called the Sheet Panel Definitions The Tree Panel shows the hierarchical organization of the project or other database Expand and collapse the tree to see different levels of f
54. al project window by clicking the Restore button EJ 2 Using whatever method you prefer locate the following tasks in the CostBook add them to the following folders and enter the quantities listed below To 10 Foundations add the following 023181004 13 Butt x 7 Tip Wood Pile 50 300 LF To 10 Site Preparation add the following VZ221 500 1 Backfill Trenches by Hand Without ZO CY 022223403 Excavation Around Obstructions 30 CY To 20 Site Improvements add the following 029103001 Sod In Place Level On Prepared Sub eZ MSF 026203002 Furn amp P1 imported Topsoil Dp aA ga My Ce 028307021 Regular Shrubs 2 co 3 High 6 EA To 40 Site Electrical Utilities add the following 161112141 RGS 1 172 Conduit w Couplings 100 LF LGI20T202 10 AWG 1 c Bare Insul Cu Cable s2 MF 165703206 3 Al Area Lt Pole Tpr 20 H 6M 2 EA Adding User Defined Tasks User defined tasks may contain only one Direct Cost type in the estimate or they may represent multiple direct costs The simplest way to create a user defined task is to use the Insert gt Task command in the Project WBS You can then open the item form for the task and type in the costs BSD CostLink CM User Manual 35 36 Chapter 4 Adding Direct Costs A major drawback to this method is that the task is not stored as a resource in the project database This means if you will be using the task several times throughout your project there will not be one central place where yo
55. ar values in the Rate HR column and percent values in the Percent column NOTE When you enter a value in the Percent column the Rate HR value is calculated When you enter a Rate HR value the Percent value is calculated Enter a value in only one of the columns If a rate type such as Overtime is not applicable for a particular trade set either the Rate HR value or the Percent value for that type to 0 zero Only add Overtime here if you are paying overtime for the entire project See Chapter 7 of the Reference Manual for more information on this type of overtime See Chapter 8 of the Reference Manual for information on applying Overtime as a markup to specific parts of an estimate Basic Rate 254 00 Overtime 0 00 Payroll Tax amp Insurance 40 00 Fringe Benefits 56 00 Travel or Subsistence 0 00 BSD CostLink CM User Manual 91 92 Chapter 8 Applying Different Labor Rates NOTE If you will be navigating to the next item by clicking on it as opposed to clicking the Next button after you edit the last value use an arrow key on your keyboard the Tab key or your mouse to move the cursor out of the last field that you edited If you leave the cursor blinking in the last field you edited when you click on another trade your last edit may not get saved If you use the Next button to move to the next trade your edits will be saved regardless CostLink CM calculates the new Total Rate HR 21 Click the Apply
56. as simple as a single unit cost While labor and equipment resources are normally grouped as a crew that is used to produce or install a cost task labor and equipment can also be used directly as an estimate line item or assembly member You can create your own tasks modify the starter databases of cost tasks assemblies labor and equipment that are provided with the software and or purchase additional commercial databases from BSD including the full range of R S Means cost databases Markup Capabilities Just as CostLink CM is incredibly flexible in how you can define direct costs CostLink CM also supports hundreds of markup combinations for applying indirect costs Cost markups can be selectively applied to individual line items the whole project or anywhere in between Markups can be defined to apply to one some or all cost types labor equipment material etc Markups can be as simple as a single percentage markup for all estimate items a flat amount or in fact as simple as no markup at all 2 BSD CostLink CM User Manual Chapter 1 Getting Started Markups are broken into three indirect cost groups Adjustments and Taxes Contractor markups and Owner markups The Adjustments and Taxes group is applied to bare direct costs and is comprised of Sales Tax Escalation and up to five user defined markups any or none of which may be used in a given estimate For the second group of indirect costs Contractor markups CostL
57. at and print the most commonly used CostLink CM reports This chapter includes the following sections Selecting Reports Choosing Report Preferences Column Setup for Reports Formatting the Detail Report Printing Reports Sample Report Analysis For More Information on reports see Chapter 9 of the CostLink CM Reference Manual BSD CostLink CM User Manual 95 Chapter 9 Producing Reports Selecting Reports Use the Reports dialog box to select format and print CostLink CM reports Your first step is to select which reports you want to print 1 Choose File gt Reports Setup The Reports dialog box opens to the Select Reports tab df Reports for BSD Buildings Change Order 1 x Select Reports Utility Reports Preferences Column Setup Custom Reports BSD Buildings Change Order 1 Organization Mame Building Systeme Design Inc Report Header Estimate at E5 Select Report Hierarchy and Orientation Project WES View oT M Direct Cost Detail Report A a W Table of Contents to level BE iy Print Title Page Portrait 1 with quantity unit cost and total cost Portrait 2 adds up to 5 cost columns Landscape 1 adds up to 5 cost columns i Use Level Une tor base f Landscape 2 adds up to 10 cost columns fost and Albemates Summar Reporta Direct Indirect Owner Levels for Summary Project Subproject Summaries Wo Col a 2e F lncude Level i Summan Backup Reports Cre
58. at are included in the estimate The grid on the right is used to define one or more markup percentages or amounts for each Markup type When a different markup type is selected on the left the grid on the right updates to show only the percentages or amounts for that markup type The arrow icon _ in the grid on the left indicates which Markup type is currently selected If you click on Escalation the arrow icon moves to the Escalation markup type and any percentages or amounts added to the grid on the right would be Escalation markups To define Contingency markups leave that type selected BSD CostLink CM User Manual Chapter 5 Defining Cost Markups To define the first Contingency percentage click in the Description field in the first row in the right hand grid Type Design Contingencies 1 and press the Tab key As soon as you begin typing BSD CostLink CM creates a new empty row where you will add a second Contingency once you finish defining this one When you press Tab BSD CostLink CM moves the cursor to the Method field and a down arrow appears Click the down arrow in the Method field and select Running Pct from the list In the Percent field enter a value of 1 0 for 1 and press Enter Click on the next description field under Design Contingencies and repeat Steps 4 6 to define the following additional Design Contingency percentages Description Method Percentage Design Contingencies 2 Running Pct 2 Design
59. ate click the View pulldown and choose Project WBS View from the dropdown list NOTE To run a query without saving it follow the steps above but skip steps 3 and 4 Viewing Saved Query Results 78 In the previous exercise you defined and saved a query Each query that you save becomes a new view of the database and can be accessed from the View pulldown 1 Click the View Pulldown and choose Total Bare Cost gt 500 fel Project WES View E H Primary Views Ef Proje ct WES Wi ven ero ca 2 TotalbareCost gt 500 2o Contractors View View selector listing saved queries CostLink CM displays the query results 2 By default only the Sheet panel shows when you view query results You can show the tasks with their parent folders Choose View gt All Tasks in Sheet to turn offthis option CostLink CM displays the Tree panel BSD CostLink CM User Manual Chapter 6 Working with Queries 3 Expand the level one folders and click on the level two folders to see if they contain any tasks If nothing displays in the sheet panel then none of the tasks in that folder are included in the query results 4 Return to the WBS view by clicking the View pulldown and choosing Project WBS View from the dropdown list NOTE Delete saved queries by choosing Tools gt Delete Query When viewing query results keep in mind that since assemblies are tasks they may be included in any query results BSD CostLink C
60. bor library each time you need different rates you can have multiple labor libraries one for each set of rates and reprice your project to whichever library is appropriate for the job When you reprice your project to a different labor library CostLink CM examines the Labor IDs in your Labor resource view and the Labor IDs in the labor library that you choose For each trade where the Labor IDs match CostLink CM copies the rate information for that trade from the library to that trade in your Labor resource view The next time the project is BSD CostLink CM User Manual 87 88 Chapter 8 Applying Different Labor Rates recalculated the new labor rates are used For Labor IDs that CostLink CM finds in your Labor resource view that do not match any Labor IDs in the labor library CostLink CM leaves the existing rates in your project If the IDs do not match the trade will not be repriced Rather than starting a new labor library from a blank database repricing your estimate will be faster if you copy an existing labor library and then edit the rates for each trade In this exercise you will copy an existing labor library and edit the rates for several trades 1 Choose File gt Copy The Select Unopened file to be copied dialog box opens 2 From the Files of Type dropdown list choose Labor MLA The dialog box lists only the labor libraries files that end with MLA When there are no labor libraries in the folder currently
61. button The Last Changed field updates to show today s date NOTE It is not necessary to click the Apply button in order for the Last Changed field to update If you make any edits to a trade as soon as you close the form or display a different trade in the form the Last Changed field updates to the current date amp Labor for Tutorial Labor Rates General Usage Pesource BENAIGE Source MIL Labor ID B CARPNTER Default Rate 34 07 i HR Last Changed EmA raugs Labor Fate Computation Fiate HR Basic Rate 25 00 0 00 0 00 Payroll T ax amp Insurance 10 00 40 00 Fringe Benefits 4 00 2 00 Travel or Subsistence 0 00 0 00 Insert T Lock Back Next Anny Close Labor item form with edited rates The Default Rate field displays the original Total Rate HR for the labor item as a reference If you want it to display the current rate then enter the new Total Rate HR 22 Leaving the item form open use the Next button or click in the sheet panel to navigate to the following labor items and edit their rates as follows Leave Overtime and Travel or Subsistence set to 0 zero BSD CostLink CM User Manual Chapter 8 Applying Different Labor Rates er Basic Payroll Tax amp Fringe L ID D l TA ARAN Rate Insurance Benefits B CEMTFINR Cement Finishers 23 00 28 00 6 00 B ELECTPN Electricians e gt 00 B EQOPRCRN Equip Operators Crane Shovel B LABORER Laborers Semi T Skilled
62. checkbox to keep the form open and click the Materials tab BSD CostLink CM User Manual 47 Chapter 4 Adding Direct Costs 22 From the Materials resource view drag the newly added material Item Reinforced Concrete Pavement 6 Thick to the CSI Task item form and drop it onto the Materials grid which is the bottom half of the Materials tab If prompted to confirm assigning the material click OK to confirm NOTE You can turn the prompt off by choosing Tools gt Prompt before completing Drag This prompt is turned on by default We recommend that you leave the prompt on until you are more familiar with how the software works 23 Click on the General Tab Your new CSI Task should look like this CSI Tasks for BSD Buildings Change Order 1 General Members Modifiers Materials Unitlost Backup Usage Task po Sidewalk 4 Thick Crew XCMAB fi cerning laborer Small Tools Source JUSR CSI Code 027752750 Units SF Task Cost Data Other Task Properties a ae 0 77 75 0000 SF HF 0 02 0 0289 HA 1 1 hd aterial Inzert Lock Back Hest Apply Close CSI Task item form using a crew and a material resource NOTE Your costs may be different depending on the CostBook you are wing 24 Click on Close to close the Item Form 25 Now you will create the material for the sidewalk task In the Materials view click on the Unassigned folder and Insert gt Task 26 Open the Item Fo
63. creenees E E aaseeeenees 131 BSD CostLink CM User Manual Preface About This Manual This manual introduces the main features and operations of BSD CostLink CM To help you learn CostLink CM this manual includes a Guided Tour Chapter 2 and a Tutorial Chapters 3 10 in which you are shown step by step how to build a sample estimate For more information on BSD CostLink CM including descriptions of all the components of the software and instructions on using advanced features see the BSD CostLink CM Reference Manual and the online Help NOTE For installation instructions directions for moving the software and system requirements information see the Installation document available on the Install BSD Products screen of the latest version of the BSD SoftLink CD ROM or on our website at www bsdsoftlink com downloadcenter downloadcenter htm BSD CostLink CM User Manual vii Preface Vili BSD CostLink CM User Manua Chapter 1 Getting Started This chapter introduces BSD CostLink CM and describes how to get started using the software NOTE For installation instructions directions for moving the software and system requirements information see the Installation document available on the Install BSD Products screen of the latest version of the BSD SoftLink CD ROM or on our website at www bsdsoftlink com downloadcenter downloadcenter htm BSD CostLink CM User Manual Chapter 1 Getting Started BSD CostL
64. cts from CostLink AE CostLink 16 or Composer Gold See the BSD CostLink CM Reference Manual or the online Help for instructions Starting Point Begin this tutorial with CostLink CM open but no databases open 1 Choose File gt New or click the New Database toolbar button m The New dialog box opens showing the available project templates Projects CostBook Assemblies Labor Rates Equipment Rates Create using Project Template View BEGE Uniforrnat HTAR MasterFormat Seis Template wi Template Template wi folders MF f Large Icons Small loons List View Details 1994 Civil HT Ai HT FA Traces Military Works Wo Remedial Ac Operation WES with t Browse New dialog box 2 For a better view of the templates click the View Small Icons option 3 Click the Generic Template No folders MPJtemplate then click the New button The Save New Project Database As dialog box opens 20 BSD CostLink CM User Manual Chapter 3 Starting an Estimate 4 Type the following in the File name field Tutorial Project 5 Click Save CostLink CM creates the project When finished CostLink CM opens the Summary Info dialog box Leave this open for the next step of the tutorial Defining Project Summary Information The next step in starting an estimate is to define project summary info In the following steps you will fill in some of the more important
65. d in the next section Try the following 1 From the View pulldown choose Contractors View The Contractors view displays in the project window This view organizes the project by contractor 2 From the View Pulldown choose Project CSI View The Project CSI View displays This view contains a folder for each CSI MasterFormat division All the tasks in the project are sorted into the appropriate CSI folders 3 From the View Pulldown choose Project WBS View This is the main view of the estimate and is used in almost all estimates For More Information on views see the BSD CostLink CM Reference Manual the online Help and Chapter 7 of this manual Understanding Queries The View Pulldown also lists saved queries Queries are indicated by question marks E ake Primary Views Z Project WE 5 View y ol Zer Cost Items View pulldown showing the Zero Cost Items query Use queries to define and view specific subsets of a project or other database For example you may create a query to see all the tasks that have a base cost above or below a certain amount Define queries on the Query form accessed from the Tools menu For step by step instructions to create a query see Chapter 6 Working With Queries BSD CostLink CM User Manual Chapter 2 Guided Tour Definitions View A presentation of data organized into a specific hierarchy BSD CostLink CM databases have both primary and resource views Query Queri
66. d on any view Predefined views include a Bid Schedule View Contractors View Activities View and Project CSI View The user can create additional hierarchical views to organize the cost estimate using a client specific chart of accounts Queries CM supports user defined queries with an easy to use Query Dialog that allows the user to retrieve information based on the contents of one or more fields in the Project Database For example you can query for all items with a total material cost greater than 100 000 or all items installed by a certain type of crew or all items with a quantity of zero CM allows you to store queries in the Views Selector and re use them as needed during estimate development You can also print a query as a list or export it to a soreadsheet format as you can with any CostLink CM report BSD CostLink CM User Manual 3 Chapter 1 Getting Started Reporting Overview CM provides a wide variety of standard report formats for direct cost summary indirect cost summary and owner cost summary and supports easy selection of summary depth levels of hierarchy to report Reports can be printed on any view If you need a bid schedule print the report on the Bid Schedule view If you need a summary of costs by contractor print the report on the Contractors view lf the standard reports are not exactly what you need you can create your own output formats and reports and modify some aspects of the built in reports u
67. ding Direct Costs If necessary click on the Unassigned folder so that you can see the Building Systems Design Inc vendor in the Sheet panel 14 From the Sheet panel of the Vendors view drag the Building Systems Design Inc vendor to the Material item form and drop it into the Material Price Backup Grid which is the bottom half of the General tab 15 Click on the Quote field and input 21 16 Click on the pulldown arrow on the Use field and choose Average The Pricefield fills in with the price of the Quote Material Item Form for BSD Buildings Change Order 1 S q l lol xj General Offshore Usage General Task perae Concrete 6 Thick Source USF Material ID 027501 O00 Units sv General Price 21 00 Original 0 00 Use Javerage Updated Material Price Backup Vendor Name Telephone Quote Conditions Building Systems Design Inc 404 365 9226 Insert W Lock Omit Folder Back Next Apply Close Material item form with vendor assigned You could assign more vendors and the software would calculate the Average quote or you could choose to use the Highest or Lowest quote 17 Click on the Close button to close this form 18 In the Vendor Resource window change the View Selector to CSI Tasks 19 If necessary click the Unassigned folder to display the tasks in the Sheet panel 20 Open the item form for 027501000 Reinforced Concrete Pavement 6 Thick 21 Click the Lock
68. e By displaying the one occurrence of this equipment item in the Equipment Resource table you can change the cost one time and affect the pricing of all of the tasks that use the equipment A Look at the Project Resources 1 Choose Resources gt Labor BSD CostLink CM opens a new window showing the Labor Resource table for the Child Development Center Project This table lists all of the labor items used by all tasks in the estimate Notice that the window includes the same display structures you have seen elsewhere including a Tree Panel Sheet Panel and tabs There are also item forms 2 Click onthe Building Workers folder so that labor items will display in the Sheet Panel Click the right mouse button on a labor item in the Sheet Panel and choose Edit Item An item form for the selected labor item opens After viewing the information close the item form Choose Tree gt Use Single Tab Note the tabs at the top of the window Choose Tree gt Use Single Tab again Note there are still multiple tabs at the top of the window When BSD CostLink CM is in a Resource view Use Single Tab means that each res ource is displayed on a single Tab BSD CostLink CM User Manual 17 18 Chapter 2 Guided Tour 6 If necessary choose Tree gt Use Single Tab again so that the tabs across the top say Labor Equipment Materials etc 7 Click on the different tabs to explore the different kinds of resource tables 8 Notice the View
69. e in the tree including on the plus or minus sign next to a folder the User Options dialog box opens View menu First left click once on the task or folder If it is a folder in the tree panel choose View gt Forms gt for Tree Items Or if the task or folder is in the sheet panel choose View gt Forms gt for Sheet Items Toolbar buttons First left click once on the task or folder If it is a folder in the tree panel click the Open item form on the Tree panelbutton Or if the task or folder is in the sheet panel click the Open item form on the Sheet panelbutton For More Information See the BSD CostLink CM Reference Manual or the online Help for descriptions of the information on item forms single vs Multiple Tabs 12 By default BSD CostLink CM shows the level one folders on separate tabs within the project window For example the Child Development Center project has two folders at level one Child Development Center and Sitework Each is shown on separate tabs CHILD DEVELOPMENT CENTER 132 SITEWORK Child Development Center project with level one folders on separate tabs showing All Data on One Tab To show all folders on a single tab select Tree gt Use Single Tab BSD CostLink CM User Manual Chapter 2 Guided Tour CHILD DEVELOPMENT CENTER CHILD DEVELOPMENT CENTER ie fy CHILD DEVELOPMENT CENTER 192 ED SITEWORE EF Unassigned Child Development Center project shown on single tab S
70. ect COSts ccccecceeceeeeeeeeeeeeteeeeeeeeness 25 Building the Project Structure isrener inaia 26 Adding fF OIGEIS tag sennsatnsttuti utociseigatiavicnecu heist isarvisiaacnas 26 FOG ING HINOIES 10 LFE iaid ich chs ncakiatiel a 29 Introduction to Adding TASKS ccccceececeeeeeeeeeeeeeeeaeeeseeeeaeeeeeeees 30 How to Add Tasks to Estimates 0 ccc ceeeeeeeee eset ee eees 30 Adding Tasks From a CostBook Database cccceceeeeeeeeeeeees 31 Copying Labor and Equipment Items as Tasks 31 Opening a CostBook Database cccccccececeeeeeeeeeeenees 31 Copying Tasks from the CostBook View and Using Find 32 Adjusting the Quantity of ItMS cceceeceeeeee eee eeeeeeenes 34 PR AGIG Cres eects e aera tele ae 35 Adding User Defined TASKS ercssuusouncve roses sometauienccnraamdnntceaivecseramiedes 35 PROOUEGIOWS acct gt cates hiie Sane a ada an 36 Using Crews in a Proje ct ccccccececeeeeceseeeeeeeeseeeeeenenes 36 Using the CSI Tasks Resource VieW cccceceeeeeeeeeeees 36 7A 96 6 Orc 0 6 otra a OIE eae 37 Adding a User Defined Task cccceceececeeeeeeeeseeeeeees 38 Adding a Crew to a User Defined Task ccecceeeeeeeees 41 Adding Material Costs To a User Defined Task 45 Calculating Material Costs Using a Vendor Quote 45 Copying the User Defined Tasks to the Project WBS View 50 Co
71. ed for that prime contractor 1 Use the View Pulldown to select the Contractors View 2 Click the plus sign next to 01 Prime Contractor The following folders display fo Lontractors View BSD Buildings Change Order 1 w 2004 05 10 BSD Buildings Change Order 1 01 Prime Contractor ED 0 Overhead AA E Oz Own Work AA CS Unassigned Contractors View with folders copied from generic template 3 Open the Prime Contractor item form by right clicking on 01 Prime Contractor in the Tree Panel Then choose Edit Folder trom the context menu BSD CostLink CM User Manual 65 66 Chapter 5 Defining Cost Markups Contractors for BSD Buildings Change Order 1 x Contractor Definition Contractor ID JAA Quantity Contractor Name Prime Contractor Short Name Prime Contractor Folder Tag i Froject Contractor Summary Markup Method Amount i 0 00 0 00 Running Pet 0 00 0 00 Running Pet 0 00 0 00 BOND Running Prt 0 00 0 00 0 Insert Lock Back Next Apply Close Prime Contractor item form 4 Enter the following information Quantity 400 Unit of Measure SF Contractor Name Prime Contractor Short Name Prime Contractor Folder Tag O1 NOTE Entering a quantity and unit of measure on a contractor will generate a cost per unit for the contractor from the tasks assigned to that contractor 5 Inthe grid at the bottom of the tab click in
72. ement Crew Into f Original Foreman Additional Amount 0 50 i English Units Apprentice Percentage 0 00 Metric Units E a Update Labor Rates Update Materia Title Title Library File Location Libraries j Location AData OF Cancel Help Summary Information dialog box Databases tab 3 Inthe Update Labor Rates area click the Browse lll button CostLink CM displays the Select Labor Rates Update Source dialog box 4 Select and Open the Tutorial Labor Rates library The Title and Library fields update to the Tutorial Labor Rates library and CostLink CM enables the Reprice button 5 Click the Reprice button CostLink CM begins the reprice operation When the processing is complete all labor items in the Labor resource view whose Labor IDs match Labor IDs in the Tutorial Labor Rates library will be updated to the rates in the library 6 Click OK The Summary Information dialog box closes and if Auto Recalculate Markups is turned on the estimate recalculates with the new rates NOTE lf the cost of your estimate has not changed choose Tools gt Recalculate All BSD CostLink CM User Manual Chapter 9 Producing Reports CostLink CM produces many summary and specialized reports in addition to the printout of the detailed estimate You can choose a wide variety of options for formatting your reports and you can also define and print custom reports In this chapter you will learn how to define form
73. endors 45 adding to a user defined task 45 model spreadsheets definition 110 linking estimate to 109 move down one level 8 move up one level 8 moving folders 28 moving the software where to find instructions vil 1 new database 20 new labor library create 87 notes 23 29 O open costbook database 15 Opening an estimate 6 orient window panels horizontally 8 orient window panels vertically 8 overview of CostLink CM 2 owner costs 69 P panels and windows 6 previewing reports 99 primary views 14 adding your own 82 printing reports 99 producing reports 95 project csi view using 81 project database 15 changing labor rates 93 creating 20 resources 55 project notes 23 project structure building 26 project summary information 21 project title 22 Q qty quantity field 106 quantity entering 34 options for entering or calculating 106 queries 14 75 assemblies and 79 closing 78 creating 76 delete saved 79 saving 77 viewing saved 78 BSD CostLink CM User Manual Index R recalculate estimate 50 recently used dialog box 89 referencing a crew 41 reports 95 choosing preferences 97 column setup 98 previewing and printing 99 selecting 96 reprice 94 resource view managing cost information 37 source tag 37 resource views 14 resources 17 55 S sales tax 61 saving queries 77 selecting reports 96 sheet panel 7 show all folders 8 show data in t
74. era ea e E aa A 7 Expanding and Collapsing the Tree cccceeceeeeeeeeeneeeees 8 Arranging Panels and Windows cceceeeeeeeeeeeeeeeeeees 8 Showing Costs in the Tree Panel ccccecceceeeeeeeeeeeeeeees 9 KENE ONIN a a a commence A E N 10 Folder Item FOM Seerne EEN 10 FASKON FOS werisa einer a a a a ek 11 Single vs Multiple Tabs reiii a 12 Showing All Data on One Tab ccccceceeceeeeeeeeeneeeeaeeees 12 VIEWS ANG QUENIES aeui a bnew gra a a 13 Choosing Different ViOWS ccccccecceceeeeceeeeeeeeeeeeeeaeeess 13 Understanding QuenieS seini el a 14 Denton eene acannon wee eea ed 15 Databases and Resource Tables cccccececeeeeeeeeeeeeeteeteeeneaees 15 BSD CostLink CM Databases cccccccceceeeeeeeeeeeeeenenes 15 A Look at a CostBook Database ccccccceeeeeeeeeeeeees 15 FRESOUICCS esaitst secre as taeda Metsu ede cu bie auld OS ints 17 BSD CostLink CM User Manual iii Contents A Look at the Project RESOUICES cccececeeeeeeeeeeeeeeees 17 Chapter 3 Starting an Estimate ccccecceccceeceeeeeeeeeeeeeseeeees 19 Creating a New Project Database ccccceceeeceeeeeeeeeeeeeeeeeeenes 20 Defining Project Summary Information ccceeeeeeeeeeeeeeeeeeeeees 21 Defining General Information ccscceceeceeeeeeeeeeeeeeneeeees 21 Demno GOSt FIGI Sesen a 22 Adding PrOleCt NOLES sirier a OS 23 Chapter 4 Adding Dir
75. es are selected as contractor markups in the estimate and that they are all applied to all of the defined Direct Cost types BSD CostLink CM User Manual 59 60 Chapter 5 Defining Cost Markups Fl Summary info for BSD Buildings Change Order 1 General Databases Select Fields Equipment Master Project Project Notes Contingency Notes BSD Buildings Change Order 1 Select Field Group to Edit C Direct Cost Columna E e Move Up Move Down Select and edit contractor markup fields Field ame Include Column Hdr Description Labr Ego Mat UC Usr all Bure Costs Overhead GFIELDOH Field Overhead Contr HOME OFC Home Office Expense M M M ee Profit PROFIT Profit MMJ MIM Mw M Bond BOND Bond M Mi M M MA PHE PTI Payroll Tax and Insurance M C1 Ol Contre Contre UserContr2 Mw M1 Contr3 Contr3 UserContr3 Mi M M M mM M Contr Contr4 UserContr4 Mi Mw Mm MM Contr5 Contr5 UserContr5 I GenExcise GenExcise General Excise Tax MI OF Cancel Help Summary Information dialog box Select Fields tab displaying Contractor Markups 5 Under Select Field Group to Edit click Owner Costs The cost grid displays the Owner markups These markups represent costs incurred outside of the construction contracts and are applied after all other markup types There are two Owner Cost types included in the
76. es are used to define subsets of data in the estimate or other database The result set of a query can be saved as another view and are listed in the View pulldown with question mark icons Databases and Resource Tables There are three kinds of databases used in CostLink CM Each database contains multiple views some of which are called Resource Tables BSD CostLink CM Databases BSD CostLink CM stores both estimates and supporting cost information in databases There are three distinct types of CostLink CM databases The Project Database is where you build cost estimates The CostBook Databasestores detail cost items tasks along with the materials crews labor equipment modifiers and vendors used to define the costs of the tasks The Assemblies Database stores assemblies An assembly is defined as all of the tasks required to produce one unit of a specific type of work Use assemblies by copying them into an estimate and then applying the appropriate quantity for your project For More Information see Chapter 4 of this manual for instructions on using the CostBook and Assemblies databases to build projects A Look at a CostBook Database 1 On the BSD CostLink CM toolbar click the Open CostBook Database button 2 From the Open Database dialog box select an available CostBook database BSD CostLink CM opens the database in its own window BSD CostLink CM User Manual 15 Chapter 2 Guided Tour E BSD CostLink
77. es can be accomplished more quickly if this option is left off However while applying markups it may be more convenient to turn Auto Recalculate Markups on If you choose to leave Auto Recalculate Markups turned off you must perform the following steps to see the results of markups a Close the Markups form b Choose Tools gt Recalculate c Reopen the Markups form Starting Point Begin this exercise where you finished the last one with the Tutorial Project window maximized 1 If itis not already on turn on Auto Recalculate Markups Tools gt Auto Recalculate Markups 2 For the sales tax to apply to the entire estimate click in the Tree panel on the 2004 05 10 BSD Buildings Change Order 1 folder 3 Choose View gt Forms gt for Markups CostLink CM opens the Markups form for BSD Buildings Change Order 1 4 Click the Adjustments and Taxes tab This tab shows any Adjustments and Taxes markup types that are included in the estimate In this case Sales Tax is the only type listed BSD CostLink CM User Manual Chapter 5 Defining Cost Markups ra Markups for BSD Buildings Change Order 1 BSD Buildings Change Order 1 amp Adiustment T ax Type jm R z J Percent l 1 P Sales Tax gt 0 00 Ea gt Folder Task Count a0 Back Next Apply Remove Close Markups form Adjustments and Taxes tab 5 Inthe grid area in the upper right of the tab click in the
78. f ICostlink CM User Manual xX Building Systems Design Inc Acknowledgments BSD CostLink CM Software 2004 Building Systems Design Inc BSD CostLink BSD SpecLink and BSD SoftLink are registered trademarks of Building Systems Design Inc All other names are trademarks or registered trademarks of their respective owners BSD CostLink CM User Manual 2004 Building Systems Design Inc Updated June 2004 Information in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Building Systems Design Inc All rights reserved Printed in the United States of America Contents Table of Contents Preface About This Manual vii Chapter 1 Gew Sia MOO asinna ante saneutwadekasgaraaner 1 BSD CostLink CM Overvie W ssesssseresrrsrrerrrerrerrrrrrnrrnrrrrrrrrrerrrerne 2 How Direct Costs are Estimated cccceceeseeeeeeeeeeeeeeees 2 Markup Capabilities cccccccceceeceeeeseeeeeeeeeeeeeeeeeeeeeeeeees 2 MURDIS VIEWS era a E EE RA 3 OE E e NEN A E A E AE E AEE AT A E A 3 Reporting OVEIVICW scenes e E E 4 Technical SUP POM asur a a a r E 4 Chapter 2 Gude d TOUFE 5 Paneis and WINGOWS aisee e a a Aeeteeanaes 6 Opening an Estimate iiien 6 DEIMOS e
79. g box The tab opens 98 BSD CostLink CM User Manual Chapter 9 Producing Reports Reports for BSD Buildings Change Order 1 Select Reports Utility Reports Preferences Column Setup Custom Reports BSD Buildings Change Onder 1 Frint Direct Column Title Description lilies Colurnn Tithe Description FIELDOH Field Overhead oo Profit Bond Owner Costs Column Title Description CONTINGN ESCALATN Erit Preview Setup Save as Default OF Cancel Help Reports dialog box Column Setup tab 2 You can leave the default selections on this tab In preparation for the next exercise leave the Reports dialog box open Previewing and Printing Reports In this exercise you will both previ ew and print reports 1 Click the Select Reports tab This tab shows the reports you currently have selected to print You can either print these reports on the selected Windows printer by clicking the Print button or preview them on your screen by clicking the Preview button 2 Click the Preview button CostLink CM recalculates the estimate composes the reports and displays them in a preview window BSD CostLink CM User Manual 99 Chapter 9 Producing Reports 3 When the report appears maximize the Preview window E 4 Use the following buttons to page through the report previews zoom in or out and find text on the current page TTE m Click the down arrow and choose a percent t
80. ge the Local Value to 1 0 In the Tree panel expand F Special Construction and Demolition by clicking on its plus sign In the Tree panel click on 20 Demolition Switch to Excel Click on cell G24 Choose Edit gt Copy as CostLink Source The Enter Range Name dialog box opens Type Demo_Sidewalk and press Enter or click OK Switch to CostLink CM Click in the quantity field for Demo 4 10cm Sidewalk Click the Use paste to create a link to this recordbutton on the toolbar LI BSD CostLink CM User Manual Chapter 10 Linking The link is created 39 Repeat steps 29 through 35 for each of the remaining tasks clicking on the appropriate cells and quantity fields and assigning appropriate range names to link the rest of the tasks 40 In CostLink CM choose Tools gt Recalculate All The estimate recalculates with the new linked values Edit the Workbook and the Estimate 1 2 Close CostLink CM Leaving Excel open close the Tutorial Parameter Workbook NOTE You are not prompted to save your changes when you close the workbook AecLinkman automatically saves edits to linked workbooks 10 11 In Excel reopen the Tutorial Parameter Workbook xls An aecLinkMan message opens stating that the workbook is linked to at least one CostLink CM project and that aecLinkMan will be monitoring the changes to the workbook Click OK Edit cell D5 to read 60 and press Enter The workbook recalculate
81. ging labor rates 93 creating 20 Excel linking 109 change Excel links source 128 creating links 122 Excel comments 116 Excel features used 116 multiple worksheets 115 opening linked projects estimates 127 opening linked workbooks 127 overview of steps 116 range names 116 setup 110 tips 117 worksheet names 115 expand branch 8 F find 32 folder forms 10 folders 7 adding notes 29 copying 28 creating 28 moving 28 forms 10 G green square Excel icon 106 guided tour 5 importing databases from earlier versions 20 insert child folder 28 insert folder 28 installation instructions where to find vii 1 item form lock 42 item forms 10 132 BSD CostLink CM User Manual L labor ID 37 88 labor library 86 create new 87 labor rates changing 85 88 93 libraries 17 linking linking to parent 106 delete link from source 128 identifying linked items 124 manually updating links 127 linking to Excel 109 change Excel links source 128 creating links 122 Excel comments 116 Excel features used 116 multiple worksheets 115 opening linked projects estimates 127 opening linked workbooks 127 overview of steps 116 range names 116 setup 110 software requirements 109 tips 117 worksheet names 115 linking to model spreadsheets 109 LinkMan assign tasks to hierarchy 82 lock option on item form 42 M managing cost information 37 markups overview 2 applying 57 materials v
82. gt and then choose the appropriate command each time you need it NOTE When you install future updates to CostLink CM you will have to recreate the toolbar or re customize the existing toolbar 1 In CostLink CM choose View gt Toolbars gt Customize The Customize dialog box opens Toolbars Tools Options Toolbars F Menu Bar Ei Edit Tree Rename view Ww Resource m Data pelete Reset Mew 5 The Customize dialog box 2 Click New The New Toolbar dialog box opens 3 Inthe Toolbar Name field type Linking 120 BSD CostLink CM User Manual Chapter 10 Linking 4 Click OK A new empty toolbar is created NOTE The new toolbar will probably be located under the existing toolbars If you do not see it move the Customize dialog box by dragging the title bar the brightly colored bar across the top of the dialog box down so it is not on top of any existing toolbars Look closely for the new empty toolbar Since it is empty it is easy to miss A new empty toolbar 5 In the Customize dialog box click the Tools tab 6 In the Categories list click on LinkMan The Tools list updates to show the commands in the LinkMan category 7 Scroll through the Tools list to find the following commands Paste Link from Source Delete Link from Source Refresh All Links from Source Tools Manage Links b G Paste Link from Source Bn Delete Link from Source
83. he Project WBS primary view of the estimate and applying a Quantity 1 2 Change the Materials Resource view to the Project WBS view In the Project WBS view under G Building Sitework clickon 20 Site Improvements inthe Tree Panel In the Sheet panel of the CSI Tasks view click the gray box to the left of the task 027501000 Reinforced Concrete Pavement 6 Thickso that the task turns blue in the background On your keyboard hold down the CTRL key while you click on the gray box to the left of the other three tasks that have USR in the Source column 0271732150 Concrete Sidewalk 4 Thick 033102404 Concrete In Place for Walls 8 Thick 4 High 055207000 Stainless Steel Railing 1 1 2 Diameter All four tasks you created in the previous exercises are highlighted Drag from one of the highlighted tasks to 20 Site Improvements in the Project WBS view CostLink CM places the tasks in the folder and displays them in the Sheet Panel Close the CSI Tasks resource view Maximize the Project WBS view Click in the quantity field of each copied task and enter the following quantities 027501000 Reinforced Concrete Pavement 6 Thick SO OY 027752750 Concrete Sidewalk 4 Thick 40 SF 033102404 Concrete In Place for Walls 8 Thick LO GY 055207000 Stainless Steel Railing 1 1 2 Diameter OO lat CostLink CM calculates the costs of each task and updates the data displayed in the Tree panel NOTE If you do not see the data displayed
84. he CostBook with the folder tags turned on Turn on the folder tags by choosing Tree gt Show Folder Tags 2 To search the CostBook database for Backfill tasks to add to the Demolition folder you will use Find Choose Edit gt Find The Find dialog box opens i Find in 7000 National Unit Price Book Find what Find First W Folders Match Any Fart of Field Close Field Description Find dialog box NOTE Make sure the title bar of the Find dialog box says the name of your CostBook not the name of your project Whichever database is active when you choose the Find command is the database Find will search 3 Type concrete pavement in the Find What field Make sure the following default selections are set Search ALI Tasks Not selected Match Any Part of Field Folders Selected Field Description Click the Find First button The first folder containing Concrete Pavement in its Description field is selected in the Tree Panel This should be 021121200 Concrete Pavement NOTE Find is not case sensitive It does search for exactly the characters you type though If the database you are searching does not spell the word the same way as you typed it in the Find dialog box Find will not locate the item 4 Close the Find dialog box 5 Inthe Sheet Panel of the CostBook scroll if necessary to locae the following task MIL 021121204 Demo 4 10cm Sdewlk Slab on Gr 6 Drag the task to the Tuto
85. his includes the individual labor items that are used as tasks in the project as individual members of Assemblies and in crews Click the Equipment tab to open the resource view and look in the Unassigned folder CostLink CM displays the Equipment resource table showing all of the equipment used in the estimate This includes the equipment items you copied as tasks as well as the equipment that is used to price crews CSI tasks and assemblies Click the other tabs to explore the other Resource views View the contents of their Unassigned folders To prepare for the first exercise of the next chapter click the View pulldown once more to choose the primary Project WBS View BSD CostLink CM User Manual Chapter 5 Defining Cost Markups In BSD CostLink CM cost markups are defined as all of the percentages and adjustments added to the base Direct Costs in an estimate Markups can include overtime adjustments taxes and price adjustments as well as contractor and owner cost markups In this chapter you will continue to build the Tutorial Project by defining cost markups You will learn how to e Examine the cost markup types defined in the Summary Info dialog box and to change the types if necessary e Apply Sales Tax to tasks containing material costs e Add contractors to an estimate and assign costs to them e Define Owner Costs for an estimate For more information on cost markups see Chapter 8 of the CostLink CM Reference
86. howing multiple tabs is useful in complex estimates and is especially important when viewing resources or the supporting databases as discussed later in this chapter Use Single Tab is a toggle Return to the default view by choosing Tree gt Use Single Tab Views and Queries BSD CostLink CM contains multiple views for locating and editing different kinds of information about the estimate Queries can be used in each view to locate specific information Choosing Different Views The field in the upper left corner of the project window is called the View pulldown Click on the arrow to the right of the field to display all of the views available for the Child Development Center project un rato Pastore ow Contractors view Bid Schedule View off Activities View B Project CSI View ey M Resource Wiews Bend Aa Equipment Ai Materials E Modifiers doves Vendors E CSI Tasks View pulldown open BSD CostLink CM User Manual 13 14 Chapter 2 Guided Tour Estimates have primary and resource views Primary views display the estimate under different hierarchies or work breakdown structures WBS For example the main WBS for the Child Develooment Center project is the Project WBS View which is organized by UniFormat The project has additional primary views for organization by Contractors Bid Schedule Activities and Project CSI hierarchies Resource views display project resources which are discusse
87. ht mouse button results in the following options Move Into Folder Move Above Folder Copy All Here Copy Folders Here Copy Tasks Here and Cancel To make the folder a child of an existing folder drag it to that folder with the right mouse button and choose Move Into Folder To move a folder before an existing folder drag it to that folder with the right mouse button and choose Move Above Folder Use the Copy options to copy existing folders and or tasks instead of recreating them Fill in the following information Folder Tag F Title Special Construction and Demolition Keeping the Item Form open choose Insert gt Child Folder Fill in the information below Folder Tag 20 Title Demolition Click on the BSD Buildings Change Order 1 folder in the Tree Panel to select it Click Insert gt Child Folder Enter the information below Folder Tag G Title Building Sitework Click Insert gt Child Folder Three folders are needed under Building Sitework When multiple folders are needed at the same level it is easier to add the folders first and then fill in the information Add two additional folders at this level by clicking Insert gt Folder twice or click the Insert button on the folder form twice Use the Next button to move from folder to folder and enter the following information Folder Tag Title 10 Site Preparation 20 Site Improvements BSD CostLink CM User Manual Chapter 4 Adding Direct Costs 40 Site E
88. ields Equipment Master Project Project Hotes Contingency Hotes BSD Buildings Change Order 1 m Select Field Group to Edit amp Direct Cost Columns anno Movellp Contractor Markups C Owner Costs Move Down Select and edit direct cost adjustment fields FieldN ame pebes Column Hdr j Description Labr Eqn Mat UC Usr Al Sales SalesTax Sales Tax EEE CENSET Oh Adjust a Adjust Adjust A ee PEE Iv Adjust o O Adutz Adjust2 MMJ mM mM M4 Adjust OO Adua Adjust MMJ M mM mM ow Adjust O aduss Adiusta Majma aaa Adjust O JAdiust5 Adjust5 I jEscalDirect OF EsealDirect EscalDirect OF Cancel Help Summary Information dialog box Select Fields tab displaying Adjustments Taxes While all of these markup types can be selected to use in the estimate the Include column shows that only Sales Taxis selected The columns on the right part of the grid indicate that this markup is applied only to Material Direct Costs in the estimate If needed you would change the information in the grid You will leave the markups as defined by the project template for this tutorial 4 Under Select Field Group to Edit click Contractor Markups The cost grid displays the Contractor cost markup types for the estimate These types represent markups for contractors costs and are applied to Direct Costs after any Adjustments and Taxes Notice that four of the available markup typ
89. ierarchy of an estimate e Add Notes to provide more information about a folder or task e Copy tasks representing direct costs from the CostBook database e Add your own user defined tasks to an estimate and use a crew to derive the labor and equipment costs for that task e Copy assemblies from the Assemblies database e Examine project resources to see how they accumulate as you add tasks to an estimate BSD CostLink CM User Manual 25 Chapter 4 Adding Direct Costs Building the Project Structure 26 You build an estimate s structure by adding a hierarchy of folders and subfolders that represent the different levels of the project s work breakdown structure WBS To accommodate estimates of all sizes and degrees of complexity BSD CostLink CM allows you to define as few or as many levels of folders as you need In many cases you will begin with some folders already defined since the template that you use to start a project may already have a hierarchy of folders You may also copy a hierarchy or partial hierarchy of folders from an existing estimate or from the BSD CostLink CM Hierarchy Library In this Tutorial you will define the folders manually Adding Folders EBSD CostLink CH BSD Buildings Change Order 1 aS File Edit View Resources Tree Insert LinkMan Tools Window Help z x BSD Buildings Change Order 1 ef New Folder E gt Unassigned Description Quantity UOM Contr CrewTag
90. imate This adjustment will automatically modify the labor and equipment costs of the task This method is described later in this section In the second method the crew itself can be a task in the Project database When this is done the crew becomes a different type of task called an assembly This method is called using crews as assemblies For More Information on crews see Chapter 7 of the CostLink CM Reference Manual Using the CSI Tasks Resource View User defined tasks that reference crews must be created in the CSI Tasks resource view of a project or in the CostBook view of a CostBook The CSI Tasks resource view lists most of the individual tasks in a Project or Assemblies database This includes tasks that are copied from the CostBook database and the individual member tasks for assemblies that are copied from the Assemblies Database It also includes any user defined tasks that you add BSD CostLink CM User Manual Chapter 4 Adding Direct Costs in the CSI Tasks resource view Each task is listed only once in the CSI Tasks resource view no matter how many times it may be used in the database For more information on CSI Tasks see Chapter 7 of the CostLink CM Reference Manual About CSI Codes When you add your own CSI Tasks it is necessary to assign them unique Source Tags or CSI Codes No task in your CostBook or project should use the same code When you copy a task from your CostBook to your project CostLi
91. ink CM Overview CostLink CM CM is Building Systems Design Inc s BSD cost engineering system for facility design and construction CM is a sophisticated tool for modeling and managing design and construction costs It supports the gamut of construction resources uses a non proprietary query based data storage and access system and has a familiar Windows Explorer style drag and drop interface How Direct Costs are Estimated CostLink CM supports estimating using any combination of five predefined direct cost types Labor Equipment Material Shipping and Unit Cost and up to five user defined unit cost types Costs can be entered manually on each line item or costs can be stored in cost tasks Using cost tasks allows you to define a particular task once for example all the direct costs involved in laying one square foot of a particular type of carpet and then use the drag and drop interface or copy and paste to use that task multiple times in one estimate or in multiple estimates When labor or material costs change you can easily edit those costs in one place and choose to have all the copies of the task update to the new costs A task usually includes one or more materials a crew reference which contains labor and equipment costs the crew s production rate for the task and additional cost types that may be appropriate to the project These cost tasks can be combined into groups called assemblies or a cost task can be
92. ink CM has the flexibility for you to apply no contractor markups apply contractor markups using a single contractor or apply the markups by defining the contractors in terms of their hierarchical relationships to each other using multiple prime contractors and or up to 5 levels of subcontractors Each contractor s markup can be specified independently of other contractors Contractor markups are defined as any of up to five predefined indirect cost types Overhead Profit Bond PTI and General Excise Tax and five user defined types In CostLink CM contractors are created in a separate Contractor s View that facilitates work assignment by drag and drop from other project work breakdown views The third type of indirect costs Owner markups are applied to the total of direct and indirect costs using predefined types for Escalation and Contingency and up to five user defined owner cost markups Like indirect cost markups owner markups can be applied at individual line items to the whole project or anywhere in between Multiple Views CostLink CM includes the capability to maintain multiple views on a cost estimate Rather than creating and maintaining separate estimates for each work breakdown structure WBS that may be needed one estimate can be created in CostLink CM and be reorganized into as many different views as are needed When the estimate is edited in one view it is also edited in the other views Reports can be printe
93. ject are in the same branch of folders Rather than searching for each of these tasks in the Unassigned folder of the Contractors View and then individually dragging them to the Plumbing subcontractor it is much faster to drag the entire folder of plumbing tasks from the Project WBS to the Plumbing Subcontractor This assigns the tasks in that folder to the Plumbing subcontractor Since the tasks are now assigned they are no longer in the Unassigned folder In the following exercises you will assign the electrical work to the Electrical Subcontractor and assign the rest of the work to the prime contractor by first dragging the Electrical work folder from the Project WBS view to the Electrical subcontractor and then dragging the rest of the tasks in the Contractors view Unassigned folder to the Prime Contractor 1 In order to drag and drop items between the Project WBS View and the Contractors View you need to display the two views in separate database windows Do this by choosing Window gt New Window BSD CostLink CM displays a new database window showing the Contractors view 2 Use the View pulldown in the new window to select the Project WBS View 3 Click the Tile Windows Vertically button a on the main tool bar BSD CostLink CM User Manual Chapter 5 Defining Cost Markups The two views now appear side by side 4 Inthe Project WBS view if necessary click the plus sign next to G Building Sitework in the tree panel so that
94. k BSD CostLink CM has computed extended costs for the Labor Equipment Material and other totals fields and displays them in the cost grid BSD CostLink CM User Manual 51 Chapter 4 Adding Direct Costs Tasks for BSD Buildings Change Order 1 l E x General Members Accounts 047501000 Reinforced Concrete Pavement 6 Thick Task Reinforced Concrete Pavement 6 Thick Description Quantity 150 0 sv Crew XSGRA 3 egoprmed 1 Shpt Roller Grader water Truck Task Type USF 2750 ogi Task Reinforced Concrete Pavement 6 Thick f Use Quantity Entered Other Task Proper ice E O O O Vaes C Use Parent Quantity Times Ste ie ae 0 4000 HR Task Cost Data _ Manhours Unit O 0160 HR SY Unit Cost Total Manhours 2 4000 LABOR 0 45 67 22 Offshore Material fres Nol EQUIPMNT 0 27 Material Updated Dat MATERIAL 21 00 3 150 00 UNITCOST OTHER Total Bare Cost To Prime Cost To Owner Project Cost Insert Lock OmitTask Back Next ABE Close i Item form showing extended costs 10 Click Close to exit the item form Leave the display as it is in preparation for the next exercise Copying From an Assemblies Database 52 Assemblies databases store groups of tasks that represent all costs required to create a larger piece of a project The groups of tasks can include CSI Tasks Labor resource items and Equipment resource items These can be copied from a CostBook or they
95. ked to the Tutorial Parameter Workbook 12 Click OK 13 Choose LinkMan gt Manage Links gt Remove All Links From Sources This command will remove the links to parent that were created previously Note If Manage Links is not available on the Linkman menu make sure that you are in the Project WBS View A confirmation message opens BSD CostLink CM x g p This process will remove all links to This Project Do you wish to continue Ok Remove all links confirmation message 14 Click OK A confirmation message opens BSD CostLink CM xj a 5 aecLinkMan has deleted 4 links fram this project Links removed confirmation message 15 Click OK The Links are removed BSD CostLink CM User Manual 119 Chapter 10 Linking Note The links are removed but the local value representing the relationship of the existing quantity to the parent quantity is not set back to 1 0 so you may have to change that if you later decide to link the quantity to something else Create a Toolbar for Linking In this exercise you will create a new toolbar in CostLink CM and add the most common linking commands to it You could also add the buttons to any of the existing toolbars however by adding them to a new toolbar you can turn the toolbar off when you do not need it and turn it back on when you are working with links If you do not add the buttons to a toolbar you will have to choose LinkMan gt Manage Links
96. ks is to open a CostBook database 1 On the main tool bar click the Use file dialog box to open CostBook button el The Open Database dialog box opens listing the available databases in the CostLink CM Data folder 2 Click on the supplied CostBook database and click Open The CostBook database opens in a separate window within CostLink CM NOTE The database will open to the last view you used in a CostBook database If it does not open to CostBook View use the View pulldown to select CostBook View BSD CostLink CM User Manual 31 Chapter 4 Adding Direct Costs glaso Costuimk Ol 2000 National Unit Price Book 218 x 5s Edt iew Resources Trem Insert L My Toda Mron Hep Pee eee lal A mls oxlool ealemale in mo HAs Be te Ae ENDA E Cost Beek View Heel 4S leo O6 WooddndPieic Of Themsl nd Monte Pete O8DecrOrdWireows Od finches 10 Species 11 Equemert oe 13SpecielConsiuction 9 4 Cormeving Systems 15 Mechanical 16 Electiical i sik nz Site wok 03 Comcreae Od Maoniy 0A Hetal it areal Fea ale gF C Summa OF aak 25 Abram Eo Sperci Pict Poche s FES Coordination C3 Feld Engireeirg C Fieguletory Fisquiremeris Ca Abbrevetions dnd Symbols E gt Ident cabor Spaans Co Aeman Alone l Sourc Source Tsg Deciphon b amp i Summan OF veterk DON CreeTag Outpul Menhours Leb B Ad oe rece i Go TTD Special Propet Procedures E 010000 Co
97. lectrical Utilities 15 Close the item form 16 Show the folder tags on screen by choosing Tree gt Show Folder Tags O 830 Ceshiink OM E50 buildings Change Order 1 pr E ad aioe Bit Aew Dans Tree Insert LintMan Toda Weedon Hen lel reo rrs eE JAGA ENCEN EJ pee sims ave Qusnily JIM CDostToPome DostToDevnes Tola Propet JF Phang 40000 SF i 1 n i irere prea EN ESE 0 fl ox 10 Fourdatons 40 40 ti 0 je F Spee Conduction snd Demolition 0 40 tf i E gt 20 Gendir to Ox Bo G Budding Siek j 0 0 oe E gt 10 Site Prepewalion fll 0 til Es S 2 Sie Improvements fi 0 ti i f 40 Site Electrica Lies ti tO x Ea Unassigned Subshucture Specel Cordon ad Derki o Bidding Stann Snurec Source Teg Pescipion_ _ Duti UOH Conk CesT ag Sheet contains 0 Take Ot Cars MUM HE 1 28 PM Tutorial Project with folders added NOTE To see the cost data in the Tree Panel choose Tree gt Show Data in Tree Adding Notes to a Folder Descriptive notes can be added to folders or tasks at any level of an estimate In this exercise you will add a note to a folder that you created 1 Click on the folder 40 Site Electrical Utilities in the Tree Panel 2 Click View gt Form gt for Notes The Notes form opens BSD CostLink CM User Manual 29 Chapter 4 Adding Direct Costs Notes for BSD Buildings
98. mation displayed in the Source Tag column For example the Labor ID is displayed in the Source Tag column for Labor resource items and the Crew Code is displayed in the Source Tag column for Crew resource items For each resource type the information that displays in the Source Tag column is the unique identifier for that resource When copying any resource item into a project CostLink CM will search that item s resource view for matching information in the Source Tag column If matching information is found the project will use the cost data in the resource view rather than using the cost data from the database from which you are copying the resource item BSD CostLink CM User Manual 37 Chapter 4 Adding Direct Costs Adding a User Defined Task In this exercise you will create four user defined tasks in the CSI Tasks view some of which reference crews to derive the labor and equipment costs and two for which you will enter a cost per unit You will then copy the task to the Project WBS view of your estimate 1 Maximize the Tutorial Project window E 2 Inthe upper left corner of the Tutorial Project window click the arrow beside the View pulldown field The different views available in the database are shown in the drop down list Bee Fet0 Serer ie Contactors view Bid Schedule View A Activities Views i Project CSI Views i L Resource Views coo Labor ooo Equipment ve a Materials oft Crews of Modifiers GF Ve
99. me Tutorial Labor Rates mla Database 2000 National Labor Rates Description File Fath CCostLink CMS Libraries Title 2000 National Labor Rates Databases Update Labor Rates Title Library Location E ATRACES M32 Databases ae Hepice Summary Info dialog box for labor library 14 Verify that the File Namefield says Tutorial Labor Rates mla BSD CostLink CM User Manual Chapter 8 Applying Different Labor Rates NOTE Ifthe File Namefield does not say Tutorial Labor Rates mla then you did not open the correct library in step 12 Close the dialog box and the labor library and go back to step 9 15 Inthe Title and Database Description fields type Tutorial Labor Rates 16 Click OK The title bar now sayS Tutorial Labor Rates 17 Ifthe library is currently displaying different groups of trades on separate tabs choose Tree gt Use Single Tab All trades are now displayed on one tab called Tutorial Labor Rates 18 Click on the folder Building Workers The Building Workers trades display in the Sheet panel NOTE In most cases you would edit every trade in the library to the correct labor rates For this tutorial you will edit a few of the trades that are used in the Tutorial Project 19 In the sheet panel open the item form for B CARPNTER Carpenters 20 Edit the labor rates as follows Use the arrow keys on your keyboard to navigate through the Rate Computation fields Be sure to enter the doll
100. message box 7 Click the Close button in the upper right to close the preview window Open the Reports Setup dialog box File gt Reports Setup On the Select Reports tab select Portrait 1 with quantity unit cost and total cost 10 Click the Preferences tab Notice that some items that were grayed out earlier are now available and vice versa 11 Under Detail and Summary Report Options select Unit Cost Column 12 Click the Select Reports tab Click Preview Maximize the Preview window and examine the reports NOTE For further explanation of the differences between the portrait and landscape reports and exactly which options are available for each see Chapter 9 of the CostLink CM Reference Manual 13 Click the Export Report button e The Export dialog box opens BSD CostLink CM User Manual 101 Chapter 9 Producing Reports Export TS pk OK Acrobat Format POF foes Cancel Destination Disk file Export dialog box 14 Click the dropdown for the Format field and scroll through the list of available formats Format Acrobat Format FOF r Rich Test Exact Format T ab separated text T ab separated values Text Word for Windows document Format field listing some of the available export formats Notice that among other formats you can export your reports to Acrobat Portable Document Format PDF format or Rich Text Format RTF which can be opened in any word processor
101. n the Alt key while you press and release the tab key Continue pressing and releasing tab until the CostLink CM icon is the selected program and then release the Alt key Click on the CostLink CM window Size your Excel and CostLink CM windows so that you can see both and use your mouse to click on the window you want In CostLink CM locate the folder or task that you want to link Click on its parent in the tree panel so that the folder or task that you want to link is listed in the sheet panel Either click in the quantity field for the folder or task in the sheet panel or open the item form for the folder or task that is listed in the sheet panel and click in the quantity field Choose LinkMan gt Manage Links gt Paste Link from Source The quantity field displays the current value in Excel If you update the Excel workbook the quantity field will update to the new value Tips for Linking When creating links from CostLink CM keep the following in mind You must have opened CosiLink CM at one time on your computer before you can start linking to Excel You do not need to keep CostLink CM open while you are working on the spreadsheet you just need to have opened it at some point The Excel workbook needs to have a file name before you can link to it To give it a file name save the Excel workbook All linking in CM needs to be done in the Project WBS View not an alternate hierarchy You should only have links t
102. n the current view of the database Arranging Panels and Windows Buttons for controlling the display are located on the toolbar at the top of the BSD CostLink CM window Equivalent commands are located on the View menu Click on each of the following buttons to change the display of the Tree and Sheet Panels A Orient window panels vertically Displays the Tree and Sheet Panels side by side Orient window panels horizontally Returns the display to the top and bottom arrangement of the two panels The following toolbar buttons are used to arrange multiple database windows Tile windows horizontally Arrange all open windows one atop the other Tile windows vertically Arrange the windows side by side Stack windows in cascade Arrange the windows in cascade fashion BSD CostLink CM User Manual Showing Costs in the Tree Panel To show summarized costs for all tasks contained in each folder in the Tree Panel choose Tree gt Show Data in Tree H BSD CostLink CM File Edit View Resources Tree Insert LinkMan Tools Window Help thangad EE 8 CZIE CHILD DEVELOPMENT CENTER Eq Project WBS View 6 CostT oP rime 2 196 802 113 760 169 271 204 531 260 149 225 176 166 792 151 916 429 035 l Quantity UOM Re a eee 20 058 00 H E SUBSTRUCTURE 1 00 H E SUPERSTRUCTURE 1 00 H E EXTERIOR CLOSURE 1 00 H 2 ROOFING 1 00 H E INTERIOR CONSTRUCTION 1 00 H E INTERIOR FINISHES 1 00 H 2 PLUMBING 1 00 H E HV
103. ndors E CSI Tasks og Assemblies View pulldown listing the project views 3 Under Resource Views click to select the CSI Tasks view BSD CostLink CM displays the CSI Tasks view of the database in the window This view shows all of the CSI tasks used in the database 4 Inthe Tree panel click on the Unassigned folder The Sheet Panel lists the CSI Tasks that you have already added to the Tutorial Project Since they have not been assigned to a particular folder in this view they are contained in the Unassigned folder 38 BSD CostLink CM User Manual Chapter 4 Adding Direct Costs O 830 Ceshlink O Resources for 650 Buildiegs Change Order 1 i wal Gis Edt dew Resources rem hmt L iea Toda wiron Hap pals x il ee ee a a B t T EORAETE inh Hl BA Ee 2 2 CP 7 ENA ale o l Barme dearan Labai iss Equiament al Mateiah Creve Modis F Verdan Col Take T Asoobles a J E eH See gag Unascmored _ Soure Source Tag Desciphon WOM CiewTsg Duipui Leber Es Ith Demno d ier SdewkSlab on Gr CODEJ 487500 FET 1 GB MIL Sam Cut Bluninous Paveg Pe Loea inch of Oeh LF OLABE 543750 0 54 7 aR onae Conce Including Cieposal CF COETL onzen 10 mL foez21som Becki Trenches bp Hand witho Compaction Cy luaa LE SO O S i MIL 0 Ewcevation Aoud Obsructions Hand Lobos Cr ULABA ao 116
104. nk CM copies the database and displays the File Copy Completed message File Copy Completed x File C CostLink CM Libraries 2000 National Labor Rates MLA successfully copied to C CostLink CM Libraries Tutorial Labor Rates mila File Copy Completed message 8 Click OK 9 Choose File gt Open gt Recently Used Window or click the Open databasebutton Tu The Recently Used dialog box opens 10 If necessary click the Labor Rates tab BSD CostLink CM User Manual 89 90 Chapter 8 Applying Different Labor Rates The Tutorial Labor Rates library is not listed since it has never been opened 11 Click the Browse button The Open Library dialog box opens 12 Select and open the Tutorial Labor Rates library CostLink CM opens the new labor library which is an exact copy of the 2000 National Labor Rates library The title bar says 2000 National Labor Rates EBSD CostLink CH 2000 National Labor Rates CostLink CM title bar displaying current name of open database When CostLink CM copied the 2000 National Labor Rates library it not only copied all the trades and their existing rates but also the data in the Summary Info dialog box The name that displays in the title bar is the one defined in Summary Info 13 Choose File gt Summary Info The Summary Info dialog box opens fl Summary info for 2000 National Labor Rates 2000 National Labor Fates Database Identification File Na
105. nk CM first checks your CSI Tasks resource view for a task with the same CSI Code If CostLink CM finds a matching CSI Code rather than copying in the cost information for that task from the CostBook CostLink CM will use the cost information for the task that is already in your resource view This method of managing cost information is the reason for resource views If a project requires altered cost information such as lower production rates rather than requiring you to have two CostBooks one with standard production rates and one with the lowered rates after you copy the tasks into your project you can alter the production rates in the project s CSI Tasks resource view The next time you copy a task from your CostBook with a CSI Code that matches one of the altered tasks in the CSI Tasks resource view the project will use the altered cost information If you do not want the project to use the cost information for the task with the matching CSI Code in the resource view create a new task with a unique CSI Code using the steps in the next exercise To decide what CSI Code to use search your CostBook for similar tasks and assign your task a similar yet unique number CSI Codes can be up to 50 characters long and they can be any combination of letters numbers and punctuation Locating the Source Tag In the Sheet panel CSI Codes are displayed in the Source Tag column In addition to CSI Task resource items all resource items have infor
106. o one Excel workbook in any given CostLink CM project Your links are saved in a database called aecLMDat mdb This file will be located in your C CostLink CM System folder if you installed CostLink CM in the default location However if you have installed BSD SpecLink BSD PerSpective or BSD CostLink AE aecLMDat mdb files are also located in the System folders of those programs and your links may be stored in one of those aecLMDat mdb files instead Do not delete the aecLMDat mdb file BSD CostLink CM User Manual 117 Chapter 10 Linking You can link one CostLink CM estimate to cells on as many different worksheets in as many different workbooks as you need to You can link quantity fields of both folders and tasks but in order to create the link the folder or task must be showing in the sheet panel Do not use duplicate range names within the same worksheet in Excel Itis faster if Auto Recalculate Markups is turned off in CostLink CM while you are making and refreshing links When editing an Excel workbook that is already linked keep the following in mind Once you have pasted links into CostLink CM do not change the sheet name in Excel Excel workbooks that are linked to CostLink CM projects are automatically saved as you edit them Linking a CostLink CM Estimate To an Excel Workbook In the following exercises you will do the following Create a new project based on the Tutorial Project Create
107. o zoom in or out Go to first page Go to previous page 4 afig Page Number Type the page number that you would like to view and press Enter gt Go to next page gt i Go to last page Search text Opens a Search dialog box in which you can type text you want to find on the page you are currently viewing Click Find Next to find the text If any matching text is found it will be surrounded by a red box 5 Click the Print button in the preview window S NOTE Ifthe Preview window is not maximized there will be two Print buttons one in the Preview window and one on the CostLink CM toolbar While previewing a report only the Print button in the Preview window the one next to the envelope button will print the report The other Print button can be used to print reports without going into Reports Setup It will print your project with the most recent report settings The Print dialog box opens Printer Sustem Printer 440 M HP4O00N Cancel Print Range i Bl 2 Copies E From 1 Te M Collate Copies Print dialog box from Preview window 100 BSD CostLink CM User Manual Chapter 9 Producing Reports You can use this dialog box to set a specific page range to print or to print multiple copies 6 Click OK The Printing Records message box opens as CostLink CM sends the reports to your printer Printing Records X Copy Printing Page 3 Cancel Printing Printing Records
108. of three worksheets in an Excel workbook One Time Set Up In Excel To link CostLink CM to Excel you may have to add a COM Add In to your Excel installation NOTE COM stands for Component Object Model Microsoft Excel s Help defines a COM Add In as a supplemental program that extends the capabilities of a Microsoft Office program by adding custom commands and specialized features The particular COM Add In that must be added was created by BSD to add a command to the Excel Edit menu Copy As CostLink Source that enables linking You will only need to add this once for each computer using the Excel linking feature In the exercises below you will do the following Add the COM Add Ins command to your Excel Tools menu so that you can install the COM Add In Install the COM Add In Adding the COM Add Ins Command To the Excel Tools menu 1 Open Excel 2000 version 9 0 or higher Click on the Tools menu Show all the commands in the Tools menu by clicking the arrows at the bottom of the Tools menuL_ BSD CostLink CM User Manual Chapter 10 Linking 4 Ifyou see COM Add ins in the Tools menu skip to the next exercise NOTE The command will be listed as COM Add ins not Add ins In a standard installation of Excel COM Add Ins is not included on the Tools menu 5 Ifyou do not see COM Add Ins in the Tools menu click Customize The Customize command is in the Tools menu The Customize dialog box opens
109. oject CSI Folders In this exercise you will use Assign Tasks To Hierarchy to automatically assign the appropriate tasks to each of the Project CSI folders 1 Click the View pulldown and choose the Project CSI View CostLink CM displays the view which already contains one folder for each of the 16 CSI MasterFormat divisions These folders were copied from the Generic Template when you created the project in Chapter 3 All tasks in the project are in the Unassigned folder NOTE The tasks were added to the Unassigned folders of every primary view except for the Project WBS view as you dragged tasks into the Project WBS Any assemblies that were added to the Project WBS are broken out into their individual tasks in this view and in the Contractors view and assigned to the appropriate CSI folders 2 Choose LinkMan gt Assign Tasks to Hierarchy The Assign Tasks To Hierarchy dialog box opens 82 BSD CostLink CM User Manual Chapter 7 Using the Project CSI View w Assign Tasks to Hierarchy Select Target Hierarchy E Project CSI View Use Tags from Project WBS Options for Special Cases F Level 2 Folder Tags Use Level 1 Folder in Target Level 3 Folder Tags Level Tagi Target Level 4 Folder Tags l Use Separator Character Level 5 Folder Tags W Exclude Omitted Tasks T Level 6 Folder Tags M Task Level Tag Assign Tasks To Hierarchy dialog box 3 The options are already set correctly
110. olders as described below The folders shown in the Tree Panel represent different categories of work within the project or other database You can define a project with any number of levels of hierarchy so that a given folder may have many folders or children beneath it and folders parents above it The Sheet Panel displays project data In the project hierarchy the items listed in the Sheet Panel are always located one level below the folder currently selected in the Tree Panel BSD CostLink CM User Manual 7 Chapter 2 Guided Tour The items in the Sheet Panel can either be folders or tasks Tasks represent the estimated cost information for pieces of the project Expanding and Collapsing the Tree To change the display of the panels use the following commands To arrange the panels side by side choose View gt with Vertical Panels To return to the default display choose View gt with Horizontal Panels Use the following toolbar buttons to change the number of levels shown Move up one level Highlights the next folder one level above the current folder Move down one level Highlights the next folder one level below the current folder 2 f Visible levels default value Click the arrows to select the number of project levels you want to show and then click the check mark Expand branch Expands the tree to show all folders below the current folder A Show all folders Expands the tree to show all folders i
111. ons Link the New Project to the Tutorial Parameter Workbook To help with navigation in CostLink CM if the folder tags are not showing choose Tree gt Show Folder Tags To see costs changing as you recalculate the estimate if the data is not already displaying choose Tree gt Show Data in Tree 1 In CostLink CM open the Tools menu If there is a checkmark beside Auto Recalculate Markups click on it to turn it off If there is not a checkmark close the Tools menu without clicking on Auto Recalculate Markups NOTE It is faster if Auto Recalculate Markups is turned off while you are making and refreshing links 2 Expand the folder A Substructure by clicking its plus sign Click on the folder 10 Foundations in the Tree panel The first task in the Sheet panel under 10 Foundations Grade Beams Cast In Place is the first task we will link to Excel Switch to the Tutorial Parameter Workbook in Excel Edit cell D5 to read 75 instead of 50 122 BSD CostLink CM User Manual Chapter 10 Linking The values in the parameter workbook update NOTE This is not a required step in linking In fact the cells you link to do not have to contain any information before creating the links For this tutorial however since most of the values in the parameter workbook exactly matched the values in the estimate you would not have seen changes in the values in the estimate when you created the links Now that the values are different yo
112. ordination 2a ji gaii Fidd Ergremng CAPS MUM INE 1 40 FPM CCostlink CH Caa 20 Cobak MUP CostBook database in CostBook view 3 Itis easier to copy tasks if the windows are positioned side by side To accomplish this click the Tile Windows Verticallybutton on the toolbar The Project and CostBook database windows are now positioned side by side NOTE If the Tutorial Project window is not displaying the folders that you added click in the BSD Buildings Change Order 1 window and choose Tree gt Show Data in Tree When you maximize the window again later choose Tree gt Show Data in Tree again so you can see the costs of the tasks you will add Copying Tasks from the CostBook View and Using Find In this exercise you will copy items from the CostBook View of the CostBook database You will use the Find command to locate the tasks in the CostBook database NOTE When you have more than one window open the window with the more brightly colored title bar is the active window This means that when you choose commands from the menus or toolbars such as Show Folder Tags folder tags will toggle on or off in the active window In the first step below make sure your CostBook window is the active window before choosing the command To make a window active click anywhere in the window or on the window s title bar 32 BSD CostLink CM User Manual Chapter 4 Adding Direct Costs 1 You may find it easier to navigate t
113. ou will see aecLinkMan listed This is the program that enables linking between CostLink CM and Excel Since this program is running in the background you do not need to have both CM and Excel running in order to edit a linked workbook or a linked estimate If you edit a linked BSD CostLink CM User Manual 115 Chapter 10 Linking workbook the next time you open the estimate that the workbook is linked to aecLinkMan will prompt you that the workbook has been edited and ask if you want to update the links Linking automatically incorporates the following Excel features Range names In Excel you can name a cell or a group of cells called a range and then use the range name in formulas instead of remembering or looking up the cell reference B2 D4 etc Range names cannot include spaces or punctuation and they cannot begin with a number Instead of spaces you can use underbars _ You can use a number anywhere within a range name except as the first character When copying a cell to link to CostLink CM you will be required to enter a range name When you paste the link into the estimate CostLink CM identifies the Excel cell by the name and location of the workbook the name of the worksheet in the workbook and the range name that you entered for the cell Comments Comments in Excel have some similarity to notes in CostLink CM Comments can be inserted into any cell by clicking on the cell and choosing Insert gt Comment
114. ows you are running open Windows Explorer you can do this either by holding down the Windows key on your keyboard 8 while you type the letter E or by right clicking on the Start menu and choosing any of the Explore options and choose Help gt About Windows for Windows 95 98 or ME double click on the Windows folder and then double click on System for Windows XP double click on the Windows folder and then double click on System32 for Windows NT or 2000 double click on the WINNT folder and then double click on System32 5 Scroll to and double click on the file BSDOfFCAI dll The COM Add Ins dialog box reopens and now lists BSD Links for MS Excel zjx Add Ins available lle OK PAG SD Links For MS Excel Cancel Remove Location CHWINNTisystems2 B5DOFc41 dll Load Behavior Load at Startup COM Add Ins dialog box listing BSD Links for MS Excel 6 Click OK Excel is now set up for linking 114 BSD CostLink CM User Manual Chapter 10 Linking Linking to a Parameter Workbook In Excel This part of the chapter covers creating a parameter workbook in Excel No costs will be entered in the parameter workbook The costs will come from the CostBook you are using in CostLink CM or you will enter the costs directly into your CostLink CM project The sole purpose of the parameter workbook is to cdculate the quantities of each item in the estimate based on the overall size of the job
115. perties pit Cost ale Work Insert Lock Back Next Apply Close Item form for Reinforced Concrete Pavement 6 Thick 2 Click on the Members tab of the item form 3 Click the Lock checkbox on the bottom of the form This will keep the item form from disappearing when you drag the crew to it 4 Position the Tutorial Project and CostBook database windows side by side by clicking the Tile Windows Vertically button a on the main tool bar NOTE Ifthe item form is in the way you can move the item form anywhere on the screen by dragging its title bar the bar across the top of the item form 5 Inthe CostBook database window click the View pulldown and choose the Crews resource view CostLink CM displays the Crews resource view NOTE Ifthe tabs across the top of the screen say Architectural Crews Civil Works Crews etc you are in multitab view Change to single tab view by choosing Tree gt Use Single Tab 6 Click the plus sign next to Outside Crews to expand the folder 7 Inthe Tree panel click on Outside Sheepfoot Compaction Crews 42 BSD CostLink CM User Manual Chapter 4 Adding Direct Costs The crew XSGRA 3 X egoormed 1 Shpf Roller Grader Water Truck displays in the Sheet panel 8 From the Sheet panel of the CostBook drag the XSGRA crew to the item form and drop it on the Crew Members grid on the bottom half of the Members tab If prompted to confirm assigning the crew click
116. pying From an Assemblies Database cccceceeseeeeeeeeeeees 52 Example OT US Eosen a aches aiean 52 Copying Assemblies as Project TaskS ccseeeeeeeeeees 53 A Look at Project Resources ccccccsceeeeeeeeeeeeeeeeseneneneneseseeaees 55 iv BSD CostLink CM User Manual Contents Chapter 5 Defining Cost Markups cccccecceeeseeeeeeeeeeeenees 57 Examining the Cost Markup TYyPe s cccccecceceeeeeeeeeeeeeeeeeeeeeeeees 58 Applying SAES Tax ieucconcrevisavecyucconcn R E T EE eam tues 61 Auto Recalculate Markup cccccseseseeeeeeeeeeeeeeesereneneneseeeeaees 62 Adding Contractors and Assigning Their Costs ccccseeeeeeeees 64 Compounded Cost Markup cccececeeceeeeeeeeeeeeeeaeeees 64 Steps in Assigning Contractor Markup cceseeeee ees 65 Defining the Prime Contractor ccccccccececeeceeeeeeeeneeeees 65 Deming SUDCONUACIONS eiar ss bestive estar aedinass 67 Applying Contractor MarkupS c ccccceeeeceeeeseeeeneeeeaeeees 68 Defining and Applying Owner Markup c0cceceseeeeeeeeeeeeeeeeeeees 69 Applying Design Contingency Percentages 6 06 70 APPIN ESCALATION dasni tains ee E mi ete ena tin teatntae 72 Examining ne SumMaly Taisen r aone e a TE 73 Chapter 6 Working with Queries ccccceeceeeeeeeeeeeeteeeteneeaness 75 Creating a QUEN gree amar Ree te ee te eo 76 Viewing Saved Query ReSUItS
117. recalculate the material cost and enter it on each task where that material is used To alleviate ths problem you can create a material resource in the Material resource view CostLink CM allows you to maintain a Material resource view within Project CostBook and Assemblies databases The benefit of this is that you can maintain the cost of one material resource and use that same resource in multiple CSI Tasks This makes repricing your Materials much easier and more efficient In addition to the Material resource view CostLink CM has a Vendor resource view Vendors do not have to be used in order to use materials however the option is available to help you further manage your material prices if desired Vendors can be assigned to material resource items allowing you to type in each vendor s quotes for that material To do this you must first create your vendors Calculating Material Costs Using a Vendor Quote This exercise continues from the previous one by first creating a Vendor in the project database and then adding a quote from that Vendor to a Material Resource item We will then assign that material resource to a CSI Task that we created 1 Click on the View Selector and choose Vendors 2 Click on the Unassigned folder 3 Click on Insert gt Task 4 Open the Item Form for the new Vendor 5 Input the following data Vendor ID 404 365 9226 Name Building Systems Design Inc Street Box 3520 Piedmont Road NE Street2 Sui
118. ree 9 show folder tags 33 showing costs in the tree panel 9 software requirements for linking to Excel 109 source tag 37 source tags 83 stack windows in cascade 8 subcontractors defining 67 summary information dialog box databases tab 93 general tab 21 project notes tab 23 select fields tab 22 system requirements where to find vii 1 T tabs 12 task item forms 11 tasks 8 adding 30 adding assemblies 52 adding from a costbook database 31 adding from the CostBook Database 32 adding user defined 35 133 Index copying equipment items 31 sort by CSI division 82 technical support 4 templates 20 tile windows horizontally 8 tile windows vertically 8 tree panel 7 showing costs 9 tabs 12 U unassigned folder 38 82 update labor rates 94 use MS Excel value times 106 use parent quantity times 106 use quantity entered 106 use single tab 12 user defined tasks 134 BSD CostLink CM User Manual adding 35 copying into project 50 V vendors 45 view pulldown 13 icon 14 viewing s aved query results 78 views 13 overview 3 unassigned folder 38 visible levels default value 8 W windows 6 working with queries 75
119. reparation for the next exercise maximize the Project database window A Look at Project Resources As discussed in Chapter 2 resources are data items that support the pricing of tasks in order to build cost estimates Resources are stored in data structures called tables within the Project CostBook and Assemblies databases Within a resource table a specific resource is stored only once no matter how many times it may be used in the database As you added the Direct Cost data to the Tutorial Project BSD CostLink CM automatically built the resource tables for the project This section looks at the resources that were added throughout Chapter 4 For more information on resources see the CostLink CM Reference Manual BSD CostLink CM User Manual 55 56 Chapter 4 Adding Direct Costs Click the View pulldown in the upper left corner of the database window BSD CostLink CM displays the available views in the dropdown list co Zero Cost Items 3 vee Contractors View a Ea Bid Schedule View E Activities View B Project CSI Views STW Resource Views of Labor io ld Equipment dill Materials of Crews oof Modifiers A Vendors E CSI Tasks View pulldown displaying available views 2 Click on the Labor resource view then click the Unassigned folder in the Tree Panel CostLink CM displays the Labor resource table in the database window This view shows all of the individual labor items that are used in the estimate T
120. rial Project window and drop it on the Demolition folder in the Tree panel Click OK if BSD CostLink CM prompts you to confirm copying the task BSD CostLink CM User Manual 33 Chapter 4 Adding Direct Costs NOTE To drag the task hold your mouse pointer over any part of the task in the Sheet panel Click and hold the left mouse button while you move your mouse to the Demolition folder Between the Sheet panel and the folder the mouse pointer becomes a circle bar symbol D When the Demolition folder is highlighted the mouse pointer becomes a hand with a sheet of paper symbol Release the mouse button to drop the task on the folder 7 Using Find or by using the sequence numbers to locate the correct folders find and drag the following tasks to the Demolition folder 021141002 Concrete Including Disposal 021126001 Saw Cut Bituminous Paving Per Linear Inch of Depth NOTE Select Tasks instead of Folders in the Find dialog box in order to find these tasks by their descriptions Adjusting the Quantity of Items The CostBook database stores the unit prices of items After copying tasks into an estimate enter the quantities The extended costs are calculated based on the unit cost and quantity Quantities can be entered in the Sheet Panel or in the Item form In this exercise you will edit the items directly on the Sheet panel 1 Maximize the BSD Buildings Change Order 1 window by clicking the maximize button E in the
121. rm and input the following data Task Concrete Sidewalk 4 Thick 48 BSD CostLink CM User Manual Chapter 4 Adding Direct Costs CSI Code 027752750 UOM SF If prompted to convert the unit of measure click OK 2 7 Rather than using a vendor enter the cost per square foot Enter 1 15 inthe Price field and press Tab 28 Close the item form 29 In the CSI Tasks view open the item form for 027752750 Concrete Sidewalk 4 i gine or 30 Click the Materials tab If it is not already checked click the Lock checkbox to keep the item form open 31 From the Materials resource view drag and drop the newly added material Item Concrete 4 T onto the Materials tab of the CSI Task 32 Click the General Tab Your new CSI Task should look like this CSI Tasks for BSD Buildings Change Order 1 Task oe Sidewalk 4 Thick Crew xCMAB fi cemttint laborer Small Tools Source USR CSI Code 027752750 Units SF Task Cost Data Other Task Properties pit Cost Valse Work Labor SL ngert W Lock Back Hest Apply Close CSI Task item form using a crew and a material resource NOTE Your costs may be different depending on the CostBook you are using 33 Click Close to close the item form BSD CostLink CM User Manual 49 50 Chapter 4 Adding Direct Costs Copying the User Defined Tasks to the Project WBS View This exercise continues from the previous one by copying the new user defined tasks to t
122. ruction folder located below the Superstructure folder and from the context menu choose Edit Folder The folder form opens a Folders for CHILD DEVELOPMENT OG TER i xj Geraial torkbaok Linking Folder Deliniior Path amp Taa E Sonce USA Updsed The H DOMSTRAULT ION gys uom to F Shoal Heme Us Quantity Erted Use MS Emalia mes FT C Use Parent Quantity limes Stat Bata 4051 End Date Ha pwan 0 Adudead aT Ura Ca l7 i anuma ano 2 30 4565 Total Got PN meet 1 Lock l Omii Foder Beck Hen Dose Folder Item Form 4 Click the Next button at the bottom of the form The item form displays information for the next folder Roof Structural Steel BSD CostLink CM User Manual Chapter 2 Guided Tour 5 Click the Next and Back buttons to move through display of the folder item forms When you are finished click Close Task Item Forms Task item forms show descriptive and detailed cost information about tasks Use the following steps to view task item forms 1 Inthe Tree Panel click on the Roof Steel Decking Folder under the Roof Construction folder 2 Inthe Sheet Panel double click on the task in this folder The task is called 1 1 2 in deep 22 Ga Roof Deck Double clicking opens the task item form T Tasks for CHILD DEVELOPMENT CENTER xj Beneal Meribens Accounts EA 1 in Deep 2 Ga Aor Dec tat ee Desin D
123. s and aecLinkMan saves your edit Close Excel Open CosiLink CM Open the Tutorial Project Linked A message asking if you want to update the links opens You would choose Yes if you wanted the links to update before the estimate opens and choose No if you want the estimate to open with the last values it was linked to You can manually update the links once the estimate is open Choose No A message opens to say that link updating will be disabled until you choose to enable link updating Click OK The estimate opens without updating the links Click the Update all link targets with current link source values button l BSD CostLink CM User Manual 127 Chapter 10 Linking A message opens stating that linking is currently disabled but that the command you just clicked on will refresh the links It then asks if you want to enable automatic link updating If you click Yes or No the linked values in the estimate will update to the current values in the Tutorial Parameter Workbook If you click Yes and if you open the Tutorial Parameter Workbook the linked values will update automatically as you edit the values in the workbook If you click No and if you open the Tutorial Parameter Workbook the linked values will not update automatically as you edit the values in the workbook If you click Cancel the linked values will not update 12 Click Yes The linked values update and when finished a message opens stating how
124. sing Crystal Reports Writer by Seagate Software You can also use your own choice of ODBC compliant report writer to output data from CM s Microsoft Access formatted Project summary tables Technical Support For assistance in installing or using BSD CostLink CM Call 404 365 9226 Fax 404 365 8912 Email support bsdsoftlink com See our Internet home page at hitp www bsdsoftlink com for new product development and other news 4 BSD CostLink CM User Manual Chapter 2 Guided Tour This chapter presents a guided tour of BSD CostLink CM It uses databases that are delivered with BSD CostLink CM to show you the various ways you can display and arrange information in BSD CostLink CM windows tabs and forms With this and later chapters in this manual you will learn best if you actually follow the steps presented at your computer This chapter introduces you to the following components of the BSD CostLink CM interface Panels and windows Tabs Item forms Views and queries Databases and resource tables BSD CostLink CM User Manual 5 Chapter 2 Guided Tour Panels and Windows In the steps below you will open an estimate to learn what information displays in different parts of the screen and how to open forms to view and edit additional information Opening an Estimate When you first start BSD CostLink CM the program is displayed with an empty window ECEE Ossanha ee ee e e
125. summary info for the Tutorial Project Defining General Information Starting Point Begin this procedure with the Tutorial Project s Summary Info dialog box open from the previous exercise Fl Summary info for Generic Template General Databases Select Fields Equipment Master Project Project Notes Contingency Notes Generic Template Estimate Timeline Estimate derbihcetiar Preparation Date po File Hame Tutorial Project MP Escal Index Date 4 File Path C CostLink CM Proiects Fit PricingDate CS Project Title Est Const Time O Days M Select Database Methodala Reference a single master database using Title Select a master reterence database pricing from the master fast and easy SNS e Peda ie G Copy all resources into the project allowing complete pricing Independence more flexible Path Col r Project Information Project Mo Project Size lo Project Description Designed By Estimated By Prepared By OF Cancel Help Summary Information dialog box General tab BSD CostLink CM User Manual 21 Chapter 3 Starting an Estimate The General tab is used to display and edit general information about the estimate 1 Click in the Project Title field and enter the following BSD Buildings Change Order 1 Note that the Project Title can be different from the File Name The Project Title prints in the reports whereas the File Name does not
126. t If you have Adobe Acrobat Reader the exported reports open in Acrobat Reader NOTE You must have Adobe Acrobat Reader in order to view pdf files Adobe Acrobat Reader can be downloaded for free from Adobe s website www adobe com 24 Examine the export Close Acrobat Reader when finished 25 Bring CostLink CM back up on screen by clicking its button in the Taskbar BSD CostLink CM BSD 104 BSD CostLink CM User Manual Linking In this chapter you will link quantities on folders and tasks to the quantities of higher level folders and to an Excel workbook so that you can easily change the cost of the estimate based on the size of the project You will learn to do the following e Link to parent e Set up Excel for linking e Create a parameter workbook e Link to Excel BSD CostLink CM User Manual 105 Chapter 10 Linking Quantity Options CostLink CM has three options for entering the quantity on folders and tasks Oty amp UOM o o f Use Quantity Entered C Use MS Excel Value ti 2E scel Value times Tt f Use Parent Quantity times Quantity options for folder or task Use Quantity Entered This is the default Select Use Quantity Entered to enter the quantity for this task in the Item Form or in the Sheet Panel Use MS Excel Value times This option is selected automatically when you link your quantities to an Excel spreadsheet You can multiply the value from the Excel spreadsheet b
127. te 415 City Atlanta State Country GA Zip Postal 30305 Contact Support Phone 404 365 9226 BSD CostLink CM User Manual 45 46 Chapter 4 Adding Direct Costs gt Yendors for BSD Buildings Change Order 1 i x General Vendor Name and Address State County Georgia Insert Lock Fax 404 365 8912 E Mail Support BSDSoftLink com Last Quote 5 13 2003 Source USF VYendor ID 404 365 9226 Hame Building Systems Design Inc Street Boy 3520 Fiedmont Road NE Street Suite 415 City atlanta Zip Postal 20305 Contact Support Phone 404 355 3226 Fax 404 365 8912 E Mail Support BSDSoftLink com Last Quote oA 372003 Back Next Close Vendor item form 10 11 12 13 When complete click Close to close the form Now that the Vendor has been created you will create a Material Change the View Selector to Materials Click on the Unassigned folder and then click Insert gt Task Open the Item Form and input the following data Task Reinforced Concrete 6 Thick CSI Code 027501000 UOM SY You could type a price into the Price field Instead you will assign a vendor Click on the Lock checkbox to keep the form open Click on Window gt New Window Position the two project windows side by side by clicking Tile Windows Vertically LE In the new window the one on the left change the View Selector to Vendors BSD CostLink CM User Manual Chapter 4 Ad
128. ted above this subtotal Cost to Prime includes the Cost to Subcontractor plus overhead profit and any other subcontractor markups Subcontractors are listed above by name unless some of the tasks in the selected folder do not have the same subcontractors Cost to Ownerincludes the Cost to Prime plus the Prime Contractor s own markups These markups are listed individually above this subtotal unless some of the tasks in the selected folder are assigned to a different prime contractor Project Cost includes the Cost to Owner plus all the Owner markups resulting in the bottom line cost 3 After examining the grid click Close to exit the Markups form 74 BSD CostLink CM User Manual Chapter 6 Working with Queries This chapter describes how to use queries to find or filter information in a BSD CostLink CM estimate or other database In this chapter you will learn e How to build and execute a query to find information in any BSD CostLink CM database e How to retrieve query results at a later time BSD CostLink CM User Manual 75 Chapter 6 Working with Queries Creating a Query In CostLink CM a queryis a set of instructions that causes the program to show only the tasks that meet certain criteria Construct queries based on any of the fields stored for tasks in the database Use defined values like specific dollar amounts for the fields or wildcards asterisks and question marks After defining a query you can use the q
129. ter 8 Applying Different Labor Rates Opening a Labor Library Many of the same operations that are performed in CostLink CM databases are also used in the standalone Labor and Equipment libraries Libraries open in their own database windows The data can be viewed and edited at the folder and task level the task level contains individual labor or equipment items Libraries have Summary Info dialog boxes for viewing and editing general information Create new labor and equipment libraries using the File gt New or File gt Copy commands In this exercise you will open a standalone Labor library to view the data NOTE It is not necessary to open a labor or equipment library to reprice an estimate See the next exercise for instructions on repricing 1 Choose File gt Open gt Labor Library The Recently Used dialog box opens with the Labor tab displayed 2 Select the 2000 National Labor Rates labor library and click Open CostLink CM displays the labor library in its own window lO gt Be Edt Yew Basuross Trem Inset Liitin Toda Wiron Hon slg l or oS la ks oo m a E fo oh 8 4 Ae 5l Se END eee ita A SR Tunneling wakas Duais Dermal wokas Mertenance wokas User CrealedLeho Bung yinkers Field Offioa Workers i Hazaidous Tonic Fadoscii l e nE aail Unassigned Souc Sous Tag Denipoon UOM Bare wW sge Taemin Finga MIL ERASE Stk Asbestos Wokars HA 47491 006 45 50 i MIL
130. to This way the information will be located in the same places in the new workbook When you choose this command a Select New Excel Links Source dialog box will open Navigate to click on and open the workbook you want to link to A message will open asking you to confirm that you actually want to change the links source You can click Cancel if you have changed your mind When you click OK if you 128 BSD CostLink CM User Manual Chapter 10 Linking have the new Excel workbook open it will automatically update the links and open a message to confirm that the links were updated Once you open the new Excel workbook the links will update when you make a change to the Excel workbook Conclusion This concludes the BSD CostLink CM Tutorial By following the chapters of this tutorial you have created a project a work breakdown structure added and created many cost items explored primary and resource views applied cost markups printed reports and linked an estimate to an Excel workbook For further details on all of these items see the CostLink CM Reference Manual BSD CostLink CM User Manual 129 Chapter 10 Linking 130 BSD CostLink CM User Manual icon 14 A active window 32 adding contractors 64 adding direct costs 25 adding folders 28 adding project notes 23 adding tasks 30 entering quantity 34 equipment items 31 from a costbook database 31 from the assemblies database 52 from the costbook database
131. to the entire estimate click in the Tree panel on 2004 05 10 BSD Buildings Change Order 1 Make sure that the Markups form is displaying the correct folder Click the Owner tab if it is not already displayed In the grid in the upper left click on Escalation To define the first markup percentage click in the Description field in the first row in the right hand grid Type Escalation and press the Tab key CostLink CM creates a new row and moves the cursor to the Method field Click the arrow in the Method field and select Running Pct from the list In the Perc ent field enter a value of 6 0 for 6 and press Enter Click the Apply button BSD CostLink CM User Manual Chapter 5 Defining Cost Markups CostLink CM applies a markup of 6 to the costs of all tasks in the estimate The Count field updates NOTE Leave the Markups form open for the next exercise Examining the Summary Tab The Summary tab of the Markups form shows the computed markup costs for whichever folder or task is currently selected In this exercise you will examine the Summary tab for the Tutorial Project to gain a better understanding of how BSD CostLink CM applies and calculates markups Starting Point Begin this exercise where you finished the last one with the Markups form open on 2004 05 10 BSD Buildings Change Order 1 1 Click the Summary tab 2 Examine the Markups grid Markup Description Bare Direct Cost iz Sales Tax
132. tomatically calculated using any of a number of methods that you select Compounded Cost Markups Commonly in construction practice contractor markups are compounded meaning markups are applied to the subcontractors direct costs and then the prime or general contractor s markups are applied on top of the subcontractor markups To allow for this in CostLink CM a parent child relationship of general and sub contractors can be defined in the Contractors View BSD CostLink CM User Manual Chapter 5 Defining Cost Markups Steps in Assigning Contractor Markups There are three basic steps to assigning contractor markups First create the hierarchy of contractors by inserting folders into the Contractors View Second define the cost methods that will be used for each contractor in the item form for each contractor Third assign work to the contractors by dragging individual tasks folders of tasks or entire branches of folders and tasks to the contractors folders In the following exercises you will add a prime contractor and a subcontractor to the Tutorial Project and then assign tasks to them The Direct Costs associated with those tasks will be marked up with the assigned contractors costs For more information on contractors see Chapter 8 ofthe CostLink CM Reference Manual Defining the Prime Contractor In this exercise you will define the Prime Contractor for the Tutorial Project and the cost methods to be us
133. u can edit the costs for that task You will instead have to go to each place where the task exists and edit the costs there A second drawback is that as labor or equipment costs change you will have to manually calculate the different direct costs To overcome the first drawback instead of creating the task in the Project WBS you can create a task in the CSI Tasks resource view of your project or in the CostBook view of a CostBook database and then drag that task to the Project WBS view CSI Tasks are resources so that as costs change you will only need to edit the task in the resource view and then each place that task is used in the Project WBS will update to the new costs To overcome the second drawback rather than typing in the labor equipment and material costs manually the task can reference a crew and a material item About Crews A crewis a group of data items representing all the labor and equipment costs required to accomplish a specific kind of work Crews are stored in Crews resource tables The individual labor and equipment data items within each crew are referred to as the crew members and are stored separately in the Labor and Equipment resource tables Using Crews in a Project BSD CostLink CM lets you use crews in an estimate in two ways A crew can be referenced by a CSI Task to derive the labor and equipment costs of that task You can then adjust the crew s hourly output figure for each task to suit your est
134. u will see a change when you create the links in the following steps 6 Click on cell G15 7 Choose Edit gt Copy as CostLink Source NOTE If Copy as CostLink Source is not on your Edit menu do the first two exercises in this chapter to add it to the menu The Enter Range Name dialog box opens Enter Range Name x SD Sheet A157 The Enter Range Name dialog box The Enter Range Name dialog box has a default name already entered that identifies the worksheet row and column of the cell You could accept this default name however in this tutorial you will enter something more descriptive 8 Type Grade_Beams and press Enter or click OK NOTE Range Names cannot have spaces so an underbar _ is often used as a substitute for a space Range Names also cannot have any punctuation other than the underbar _ and cannot begin with numbers They can contain numbers but the first character in a range name cannot be a number 9 Switch to CostLink CM 10 In the Sheet panel click in the quantity field for the Grade Beams task 11 Click the Use paste to create a link to this record button on the toolbar e BSD CostLink CM User Manual 123 Chapter 10 Linking NOTE If you do not have this button on a toolbar either perform the previous exercise or choose LinkMan gt Manage Links gt Paste Link from Source The following happens The icon for the Assembly changes to indicate that the task is linked
135. uery just once or save it so that it can be accessed at any time from the View pulldown For More Information on queries see Chapter 10 of the CostLink CM Reference Manual In this exercise you will create a query to display only those tasks in the Tutorial Project whose total Direct Costs are over a certain dollar amount You will first define and save the query then execute it 1 Choose Tools gt Create Query The Query dialog box opens Query for BSD Buildings Change Order 1 Build Query Previous Quern Bolden previous quent 1 ees el Fl Fal E Show All Data Where Dioner i fiele E HETH Ear orm Query dialog box 2 Define the query In the first field below the gray Previous Query area click the down arrow and choose Total Bare from the dropdown list Inthe second field on the same row click the down arrow and choose is greater or equal to Inthe third field type 500 and press the Tab key 76 BSD CostLink CM User Manual Chapter 6 Working with Queries CostLink CM displays the defined query logic in the Show All Data Where area and enables the Do Query Clear Form and Createbuttons at the bottom of the dialog box Query for BSD Buildings Change Order 1 Build Query Previous Query Eudon piesious guem E A E Total Bare fis greater or equal to 500 Show All Data where a areCost gt 500 Unde Wien Clear Form
136. ups form to enter the percent and apply the markup When you apply the markup click on the folder that contains the portion of the estimate that you want to have that markup You can apply it to the entire estimate or to any portion of the estimate To apply a markup to the entire estimate select the top folder in the estimate and when you apply the markup it will be applied to all the tasks inside all the folders at this point in time since all other folders are children of the top folder BSD CostLink CM User Manual 61 Chapter 5 Defining Cost Markups Be aware that when you apply a markup it applies to the tasks inside the folders and is not stored in the folder record This means that tasks you add to folders after you apply markups will not have the markups applied to them For this reason BSD CostLink CM includes a Markups report that will show what markups are applied to each task For more information on the Markups report see Chapter 9 Producing Reports Auto Recalculate Markups 62 BSD CostLink CM can display the results of all applied markups immediately if desired To see the results of the markups immediately turn on the Auto Recalculate Markups option on the Tools menu While creating large estimates it may not be desirable to have Auto Recalculate Markups turned on since each time you add an item to your project BSD CostLink CM will recalculate all markups In larger estimates adding items and changing quantiti
137. uration UNITCOST 0 00 0 OTHER 80 00 TotalBae 0 00 80 Adused pom CostToPrime sooo go Unkees Cot ToQene __ 07 _ eee oh a tal Cost Project Cost Eee Insert Lock I Omit Folder Back Next Close Folder item form 3 Enter the following information Folder Tag A Title Substructure 4 Click Insert gt Child Folder CostLink CM inserts a subfolder named New Folder under Substructure 5 Enter the following information Folder Tag 10 Title Foundations BSD CostLink CM User Manual 27 28 Chapter 4 Adding Direct Costs 6 NOTE 10 11 12 13 14 Keeping the item form open click on BSD Buildings Change Order 1 The New Folder updates to its new name Foundations and the item form updates to show information for BSD Buildings Change Order 1 Keeping the item form open on BSD Buildings Change Order 1 add another folder at the same level as Substructure by clicking Insert gt Child Folder CostLink CM adds another New Folder at the same level as Substructure and the item form updates to show the New Folder Insert gt Child Folder inserts a folder afterthe last folder that is one level below the current folder Insert gt Folder inserts a folder at the same level as and before the current folder If you add a folder in the wrong place the easiest way to move it to the right place is by dragging it with your right mouse button Dragging with the rig
138. usty 2h 7100 i x Cra imwst a B siistee 1 200 Amp Welding Hahk Task Type HIL osaa Tack TAE Open Type Heia Ce Tihe Task Propenes Use Dumi Entered Use HS Excel Viele bes oe Yaun Unite i P Uea Perak usrtly tines Le Hanhows Unt 00078 HAAS Task Cozl Dala Lini Coet Eanded Tolal Marheuis 193385 HA LABOR 0 32 7 7 i No rexHo EJUIFHHT s 0 04 132 Td ALAS 0 40 19 763 06 000 EALLI Fer Ear ETIL EE EELE HATERL emit I Lock F OmitTask Beck Heni csi Do Task form Notice that the task form has more information than the folder form This information is arranged on multiple tabs Click the Members and Accounts tabs to display the additional information for the item Resize the form by holding your mouse over the edges to get a double headed arrow and then clicking and dragging Resize the panels on each tab by holding your mouse over the divider lines and clicking and dragging When you are done click Close to close the task form BSD CostLink CM User Manual 11 Chapter 2 Guided Tour NOTE There are four ways to open folder or task item forms Right clicking Click the right mouse button on the folder or task and from the context menu choose Edit Folder or Edit Item Double clicking Double click on the folder or task In the Tree panel the double click on the folder also expands or contracts the folder If you double click anywhere els
139. we Labor Equipment Include Backup Reports for a ee jo Other Reports Markups Report Bid Schedule Report i Master Project Summan Print Preview Setup Save as Default OF Cancel Help Reports dialog box Select Reports tab 2 Make the following selections 96 BSD CostLink CM User Manual Chapter 9 Producing Reports Organization Name Your company name Report Header Estimate at 65 Select Hierarchy Project WBS View Orientation Landscape 1 Direct Cost Detail Report Check Table of Contents to Level Check Print Title Page Check Summary Reports Choose Drrect Indirect and Owner Levels for Summary Level 2 Backup Reports Nothing selected Other Reports Nothing selected These selections when executed by the Print or Preview button cause CostLink CM to print or preview the detail estimate plus summary reports showing the Direct Indirect and Owner costs The summary reports will show cost breakdown to the second hierarchy level Level 2 folders In preparation for the next exercise leave the Reports dialog box open Choosing Report Preferences Report preferences indicate how totals and markups are printed and what columns are displayed in the reports You make these selections on the Preferences tab 1 Click the Preferences tab at the top of the dialog box The Preferences tab opens BSD CostLink CM User Manual 97 Chapter 9 Producing Reports di Reports for BSD Buildings Change Order
140. y a number or decimal Use Parent Quantity times Use this option to calculate the quantity for this item based on the quantity of the parent folder You can multiply the value of the quantity of the parent quantity by a number or decimal When Use MS Excel Value times or Use Parent Quantity times is selected the task or folder icon will have a green square Excel symbol in the upper right corner When the Use MS Excel Quantity times option is selected the icon will also have a cyan note indicator in the bottom left since the link to Excel automatically adds a note as described later in this chapter The icons are as follows oes and EF When linked to Excel or the Parent Quantity the quantity field in the Sheet Panel and in the Item Form will be grayed out Linking to the Parent Quantity 106 CostLink CM allows the quantities of folders and tasks to be linked to the quantities of the folders that contain them The folder that contains a folder or task is considered the parent and the subfolder or task is the child On the subfolder or task enter a value by which to multiply the quantity of the parent folder in order to calculate the quantity of the child When you change the quantity of the parent the quantity of the child will change also Starting Point Begin this exercise in the Project WBS view of the Tutorial Project in single tab mode and with the data showing in the Tree panel 1 Open the folder form for Substructure
141. you can see 40 Site Electrical UtLLICIECS 5 Inthe Contractors view if necessary click the plus sign next to EL Electrical Subcontractor ELsothatyoucansee Own Work EL 6 Drag 40 Site Electrical Utilities t0 Own Work EL CostLink CM copies 40 Site Electrical Utilities to Own Work EL and moves the tasks in that folder from the Contractors View s Unassigned folder to Own Work EL 7 Inthe Contractors View click on the Unassigned folder All tasks in the project except the ones that have been assigned to the Electrical subcontractor are displayed in the Sheet panel NOTE The Assembly is not listed in the Unassigned folder Assembly members are displayed individually in the Contractor and Project CSI views This allows for assigning individual tasks within an assembly to separate contractors in the Contractors view 8 Choose Edit gt Select All Tasks All tasks in the Unassigned folder are selected 9 Inthe sheet panel of the Contractors View drag from any one of the highlighted tasks to Own Work AA under the Prime Contractor All work in the Tutorial Project that was not assigned to the Electrical subcontractor is now assigned to the Prime Contractor The Unassigned folder is empty 10 Close the Contractors View and maximize the Project WBS View 11 Click onthe 2004 05 10 BSD Buildings Change Order 1 folder in the tree panel and open the Markups form Look at the Summary Tab to see the contractor markups

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