System User's Guide
Contents
1. 20 00 Note that in this example multiple commodities have been selected Similarly multiple lines may be selected for changing any other setting globally The escalation value is entered as a percentage greater than zero Applying a commodity cost escalation factor causes the associated cost per unit quantity and the commodity cost to increased by an amount determined by the escalation factor Since an escalation factor may have previously been applied any previous escalation factor must first be reversed as follows Commodity Unit Cost gt Commodity Unit Cost 1 Existing Escalation Factor 1 Revised Escalation Factor Commodity Cost gt Commodity Cost 1 Existing Escalation Factor 1 Revised Escalation Factor Page 30 of 41 Focus Project System User s Guide 18 07 2011 Line Item Cost gt Resource Cost Revised Commodity Cost 9 1 3 Commodity Waste Factor The waste factor works in a similar way to the Commodity Cost Escalatation except that it operates on the commodity quantity Since a waste factor may have previously been applied any previous waste factor must first be reversed as follows Commodity Quantity gt Commodity Quantity 1 Existing Waste Factor 1 Revised Waste Factor Commodity Cost gt Commodity Cost 1 Existing Waste Factor 1 Revised Waste Factor Line Item Cost2. W Transport 1 Je Secondary Cone Crusher MP1000 04 3 384 670 3 00 10 154 010 MechanicalSitelab 185 M 8 000 0 1 665 000 11 819 010 El FL Secondary Crusher Dust Collector 04 440 000 1 00 440 000 Mechanical Site lat 185 M 360 0 66 600 506 600 CA ZM Secondary Crusher Feed Conveyor MagSus unit 04 59 035 1 00 59 035 MechanicalSite Lat 185 M 24 0 54 440 63 475 cv Conveyor Components Weightometer 04 522 414 1 00 22 414 MechanicalSitelab 185 M 36 0 56 660 528074 e Secondary Crusher Feed Shuttle 1500mmwide 04 200 000 1 00 200 000 Mechanical Site Lab S185 M 144 0 26 640 226 640 sc Secondary Crusher Vibrating Feeder 04 118 700 3 00 356 100 MechanicalSite lab 185 M 432 0 79 920 436 020 O Commodity Resource Select Item Configure Selected Item e Flanged Valve 40 mm Table D Code Flanged Valve 40 mm Table E Commodity Knife Gate Valve Tubeline 200 mm 1 EI Flow Control Valve Cost Code 35 11 Valves y 5 Knife Gate Valve Ee Knife Gate Valve Tubeline 100 mm g e Knife Gate Valve Tubeline 150 mm AE 1 00 each o Total Cost e Knife Gate Valve Tubeline 250 mm Hemke Name Cost Hourly Hours per Complexity Total Cost Knife Gate Valve Tubeline 300 mm Code Rate Item Hours e Knife Gate Valve Tubeline 350 mm Mechanical Site Labour 31 01 177 00 5 20 0 0 5 20 920 40 OE GE NEED DENE OD Electrical Site Labour 20 11 ell 177 00 2 00 s 2 00 354 00 Knife Gate Valve Tubeline 50 mm e Knife Gate
3. Focus Project System Contents L Intro AN AAA AAA 2 DesigtPHIWSO PAY EE 3 System Installatiomand Setup ias 3 1 Installing the SQL Server Database ci Gene 5 3 2 Installing the Windows Client Application iccocccicccicscvcdsaseseccsesecendeseoscweans ENEE ege 5 3 3 Installing Software Upgrades iii adi AA Ad aavecgenste 6 3 4 Installing Project Focus on a New bt 6 DE leegen E LTE 4 1 Usersana Folks Lua Ae Eeer ee ees 7 4 1 1 Adding and Modifying User Roles 7 4 1 2 Adding and Mee Mile 8 LTL Updating an Existing User it 8 4 14 Adding or Changing a Pictorial Identity for a User 9 4 2 KE EE TEE 10 4 3 Jo A tres 11 5 Managing Project Estittiates svecicdecd did lada di dated iaaa ad a ia ainat asat 12 5 1 Projet e e E aa 12 5 2 ProjectiExplorer Toolbar A ES 13 5 3 PEO ba 14 5 4 Add or Update Project Personnel Details 14 5 5 Add or Update Client Details 2 oi add 15 5 6 Ce E 15 5 7 Work Breakdown SUUdure init ida 15 Er MN 15 6 1 Adding or Modifying Module Assembly Items 15 6 2 Overriding Default Cost Codes i a a a a a oa aa ar eaaa kasai 15 Focus Project System User s Guide 18 07 2011 Page 1 of 41 Focus Project System User s Guide 18 07 2011 6 3 Displaying an Applied Productivity Factor nssssnseseseesssssseseresessssrerreesssssseseresessse 15 6 4 Expert System Functionality ia di Las Ee 15 6 5 Appla Complexity Factor tai isis 15 7 Project Explorer Functhons sieserserirrsssrrneiseierineiietedei
4. The system can be configured to perform various expert system calculations At present expert system calculations are available for structural steel fabrication items Structural steel items are normally priced for procurement in cost per tonne However the length typically in metres must be specified for project costing purposes and hence a cost per unit length must be calculated Cost per Unit Length Cost per Unit Weight Weight per Unit Length Conversion Factor Eg cost per meter cost per tonne kilograms per meter 1000 The calculation operates as follows When new items are selected to add to a project if they have labour of type Structural Fabrication Labour A additional form field to hold the cost per unit weight is displayed This field is populated with the cost per unit weight tonnes The cost per unit length meters is calculated according to the above calculation using the item s weight per unit length dimension The unit cost field is populated with the results of this calculation A message is displayed advising the user that this calculation was performed Page 19 of 41 Focus Project System User s Guide 18 07 2011 6 5 Apply a Complexity Factor A Complexity Factor or Difficulty Factor can be applied to any line item resource M Configure Selected Item tem Cost Code Unit Cost Length __30 00 metres Total Cost 1 580 10 Resource Name Cost Hourly Hours per Com
5. 10 05 Training 10 06 Personal Protective Equipment 10 07 Fitness for Work 20 01 Project Managers 20 02 Short Term Employees 20 03 QA Support 20 04 HSE Health Safety and Environment 20 05 Administration Support 20 06 Project Engineers 20 07 Project Coordinators 25 01 Workshop Supervisors 26 01 Labour Employee 26 02 Labour Hire 26 03 Expeditors 26 04 Inductions 27 01 Consumables 27 02 Equipment Hire 27 03 Cranage 30 01 Construction Managers 30 02 Site Supervisor 30 03 QA Support 30 04 HSE Health Safety 8 Environment 30 05 Site Administrator 30 06 Project Engineers 30 07 Project Coordinators 31 01 Labour Employee 31 02 Labour Hire 31 03 Expeditors 31 04 Inductions 32 01 Consumables 32 02 Plant Hire 1 Review cost codes for client for installing pre supplied Page 22 of 41 Focus Project System User s Guide 32 03 Capital Purchases 32 04 Vehicle Hire 32 90 Variation 35 01 Steel 35 02 Stainless Steel 35 03 Exotics 35 04 Piping 35 05 Fasteners Studbolts 35 06 Timber Plastics 35 07 Painting Materials 35 08 Grating Stair Treads Materials 35 09 Handrail Materials 35 10 Gaskets 35 11 Valves 40 01 Mechanical 40 02 Machining 40 03 Painting 40 04 Local Transport 40 05 Pressing 40 06 Rolling 40 07 Sub Contracted Fabrication 40 08 Sheetmetal 40 09 Roofing 40 10 Insulation 40 11 Electrical Contractors 40 12 Civil Contractors 40 13 Building Contractors 40 14 NDT Non Destructive Testing 40 15
6. Detailed Drafting 40 16 Design Services 40 17 Rubber Lining 40 18 Galvanising 40 19 Transport to Site 40 20 Material Processing 50 01 Bank Guarantee Bonds 50 02 Insurance 50 03 Contingency 50 04 Legal 55 01 Communications 55 02 Telephone Page 23 of 41 18 07 2011 Focus Project System User s Guide 18 07 2011 55 03 Printing amp Stationery 55 04 Warranty Provision 60 01 Airfares 60 02 Hire Labour O Seas 60 03 Bounses 0 Seas 60 04 Hire of Plant amp Equipment 60 05 Materials To Be Incorp In Job 60 06 Materials for Repairs amp Maintenance 60 07 Taxes Company 60 08 Taxes PAYG 65 01 Month End Accruals 99 01 Margin 99 03 Contingency 99 04 Over Heads Recovery 99 90 Variation 8 2 Changing the Supplied Knowledgebase Cost Code Set Only a user with administration rights can change the knowledgebase cost code set and structure To change the pre supplied cost codes first select Project Cost Codes then select any cost code in the list that appears then select the Knowledgebase Cost Codes button at the bottom left of the screen E Cost Codes 23 Knowledgebase Cost Codes Cost Codes Corporate Knowledgebase Set la Cost Code Details 10 02 Accomodation the PAPI 10 03 Travel Description Labour Employee 10 04 Petty Cash 10 05 Training 10 06 Personal Protective Equipment 10 07 Fitness for Work 20 01 Project Managers 20 02 Short Term Employees 20 03 QA Support 20 04 HSE Health Safety and Envi
7. Edit O Whach Conk Codos ans Ramgned to d Prose Cost Code Set Cost Codes in this Set Project Set 1 10 01 Medical 10 02 Accomodation 10 03 Travel 10 04 Petty Cash 10 05 Training 10 06 Personal Protective Equipment 10 07 Fitness for Work 20 01 Project Managers 20 02 Short Term Employees 20 03 QA Support 20 04 HSE Health Safety and Environment 20 05 Administration Support 20 06 Project Engineers 20 07 Project Coordinators 25 01 Workshop Supervisors 26 01 Labour Employee 26 02 Labour Hire 26 03 Expeditors 26 04 Inductions 27 01 Consumables 2 09 Fauinment Hire Page 26 of 41 Focus Project System User s Guide 18 07 2011 The default global cost code set for projects is the same as the knowledgebase cost code set when the system is first supplied This cost code set can be freely modified by users with administration rights 8 4 Creating and Modifying Cost Codes and Sets Cost Code Sets Cost Code Sub sets and individual Cost Codes can be added changed or deleted by selecting the Project Cost Codes button on the main switchboard Cost Code Configration G i View Edit All Cost Codes O Which Cost Codes are Assigned to a Project Cost Code Set Project Set 1 LG Cost Codes in this Set Cost Code Details Project Set 1 Ar 20 06 10 01 Medical a 10 02 Accomodation escription Project Engineers 10 03 Travel Knowledgebase Cost Cod
8. Quantity Line Item Cost gt Revised Resource Cost Commodity Cost 9 2 3 Resource Cost Code Configure Selected Item Commodity Cost Code Unit Cost 7 25 1 208 33 tonne Length 2 79 metres Total Cost 20 23 Resource Name Cost Hourly Hours per Complexity Total Cost Code Rate Item Hours Structural Fabrication Labour 35 01 60 00 0 8165 0 0 2 28 136 68 Add to Assembly Update Assembly Restore Defaults Productivity 80 0 156 91 Page 32 of 41 Focus Project System User s Guide 18 07 2011 10 Project Notebook The Project Notebook allows to any level of a project users to add textual notes and upload and save documents eS Resource Hourly Rate Quotes New Note Es Notebook WBS Item Extension Hill BE Clarifications Site Instructions Variations Quotes Technical Queries Tender OtherNotes Folders Note Details WW reo y New Note cost Note Name Global Change History Description History URL Documents MENE 10 1 Topics The notebook is first divided Constructiion this topics will e Clarifications e Site Instructions e Variations e Quotes e Technical Queries e Tender e Other Notes into topics Ifthe system has been set up for Engineering normally be as follows These seven 7 topics
9. Surface Area Unit Lengt Steel Length m Platework Stainless Steel Weight Unit Length kg m Surf ce Area Unit Lengt Stainless Steel Length m Rectangular Hollow Sectioi Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Round Bar Weight Unit Length kg m Surface Area Unit Lengt Stee Length m Square Bar Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Square Hollow Section Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Structural Grade Pipe Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Taper Flanged Beams Weight Unit Length kg m Surface Area Unit Lengt Stee Length m Unequal Angle Weight Unit Length kg m Surface Area Unit Lengt Stee Length m Universal Beams Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Universal Column Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Welded Beam Weight Unit Length kg m Surface Area Unit Lengt Steel Length m E Welded Column Type Weight Unit Length kg m Surface Area Unit Lengt Stee Length m Add Update Item Type Primary Characteristics Physical Dimensions Resources Images Labour Resources for Item Type Labour Resources Civil Site Labour Electrical Site Labour Electrical Workshop Labour Fabrication Site Labour Fabrication Workshop Labour Mechanical Site Labour Add Change Help Text aAdd Change Labour Resource gege Td tocation C
10. estimates in the same industry together with current cost data and data regarding the issues eg location quality etc of the particular project The knowledgebase models information which has been gained by years of experience of competent estimators It enables less experienced estimators to take advantage of knowledge and experience Estimate components and line item have been structured according to industry best practice with associated labour norms Page 4 of 41 Focus Project System User s Guide 18 07 2011 3 System Installation and Setup 3 1 Installing the SQL Server Database The following procedure should only ever be performed once 1 Create a new database named focus on a networked Microsoft SQL Database Server Version 2005 or later Note that the system will not run on earlier versions of Microsoft SQL Server 2 Insert the installation CD into the drive and restore the file focus bak to the new database 3 Create a new server logon normally named team that has dbowner rights and an appropriate password 4 Create a new focus database user named team associated with the logon team or other name if desired Note that the team user logon and password as well as the server registration name will be required to configure the windows client application 3 2 Installing the Windows Client Application Unzip the file focus_fe zip to a temporary folder which contains the following fi
11. gt Resource Cost Revised Commodity Cost Also the labour unit quantity must change so that the overall labour quantity and cost are unchanged for each labour resource Resource Unit Quantity gt Resource Quantity Revised Commodity Quantity Commodity Cost Code 9 2 Resource Settings 9 2 1 Resource Rate The rate for any labour resource can be globally changed When the rate is changed the corresponding resource cost is changed also Resource Rate gt Revised Resource Rate Resource Cost gt Commodity Quantity Resource Unit Quantity Revised Resource Rate Line Item Cost gt Revised Resource Cost Commodity Cost Page 31 of 41 Focus Project System User s Guide 18 07 2011 9 2 2 Resource Productivity Factor A Productivity Factor can be entered for particular labour resource types Normally this value is in the range 0 100 and is a measure of how expeditiously work is to be performed For example in a hot environment workers are likely to be less productive than in an optimum environment Thus labour hours need to be increased to account for this loss of productivity Resource Unit Quantity gt Existing Resource Unit Quantity 2 Existing Productivity Factor 2 Revised Productivity Factor Resource Quanity gt Commodity Quantity Revised Resource Unit Quantity Resource Cost gt Commodity Quantity Resource Rate Revised Resource Unit
12. 5 1 Project Explorer E Prec 2000 NN ang LOS laje Veja amp 0001 Templates Al Iron Ore Project ma Rev 1 Area 01 E Area 02 01 Primary crusher g Primary Crushing E C Concrete 8 E Electrical 1 E M Mechanical 7 P Piping 7 E S Structural 2 o KO Area 03 ES Area 04 Area 05 ES UI Page 12 of 41 Focus Project System User s Guide 5 2 Project Explorer Toolbar allti Loa e a e E y E E E Add a new sibling node Add a new child node Opens up a module Shift sibling node up Shift sibling node down Delete a node Copy a node Paste a node Lock a node Global Change Page 13 of 41 18 07 2011 lele Ji Ja Focus Project System User s Guide 18 07 2011 5 3 Projects Project Code O Tite Client 4 BS O projectowner SI Date initiated Ja Date changed ja Closed Template Only O Report Image ka No Picture x Saved Level Names d Project ma Version o 2 WBS Level 1 o 7 WBS Level 2 o WBS Level 3 EJ Line Items 5 4 Add or Update Project Personnel Details Personnel 53 Personnel Details Panel Fst ames Kownas Last Name 1 Telephone No Mobile No A Emal Addesss 9 Page 14 of 41 Focus Project System User s Guide 5 5 Add or Update Client Details El Clients 53 Client Details Pa
13. Valve Tubeline 500 mm Knife Gate Valve Tubeline 80 mm d Red A hin bel Related Items Add to Assembly Update 1 274 40 6 2 Overriding Default Cost Codes Page 17 of 41 Focus Project System User s Guide 8 18 07 2011 Estimator Setup Project Cost Codes Project 0001 Templates Selected Cost Codes BR Earthworks C E 2 Concrete C i 3 Structure C M4 Piping C i 5 Mechanical C M6 Electrical C O Project Set 1 When adding or updating an assembly item Force labour cost code to selected filter cost code O Force both commodity and labour cost codes to selected filter code set filter to last added commodity cost code 6 3 Displaying an Applied Productivity Factor Page 18 of 41 A A Earthworks Concrete Structure Piping Mechanical Electrical Visible for Commodity Items Visible for Resource Items Focus Project System User s Guide 18 07 2011 Configure Selected Item Code sc Commodity Secondary Crusher Vibrating Feeder Cost Code 04 Procurement vi Unit Cost 118 700 00 Quantity ERC each Total Cost 356 100 00 Resource Name Cost Hourly Hours per Complexity Total Cost Code Rate Item Hours Mechanical Site Labour D ell 185 00 172 80 o0 0 518 40 95 904 00 Restore Defaults Productivity 80 0 452 004 00 6 4 Expert System Functionality
14. ce Area Unit Lengt Steel Length m Unequal Angle Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Universal Beams Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Universal Column Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m A Welded Beam Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m 3 Welded Column Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m m Add Update Item Type Primary Characteristics Physical Dimensions Resources Images Characteristics for Item Type Characteristics Activity Application Belt Width mm Bucket Size Capacity Construction iv mA Help Text Add Change Characteristic Gra ss JE Close Came J see ae Item Types are themselves grouped into categories New categories can be created or existing ones changed by double clicking on the Category text box to display the pop up form below Page 36 of 41 Focus Project System User s Guide E Item Type Categories Item Type Categories Inline Instruments Structural Steel Fabrication a Name Magnetite Major Plant Off Site Management Pipework Pipework Carbon Steel Pipework Oil and Gas Pipework Polyethylene Polyethylene Welding Railway Construction Site Equipment Si
15. de 18 07 2011 12 The Knowledgebase Item Types are commodity consumable equipment types that define the parameters for an associated set of items 12 1 Item Type Configuration To add or change item types select Configure Item Types from the main menu FOCUS Configure Item Type Definitions Item Category Structural Steel Fabrication iv Type Defining Characteristics Physical Dimensions Cost Code Quantity Dimension Units Pipe Medium Galvanised Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m a Pipe Schedule 40 Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Pipe Standard Weight Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Pipe X Heavy Black Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Platework Stainless Steel Type Weight Unit Length kg m Surface Area Unit Lengt Stainless Steel Length m Rectangular Hollow Sectior Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Round Bar Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Square Bar Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Square Hollow Section Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Structural Grade Pipe Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Taper Flanged Beams Type Weight Unit Length kg m Surfa
16. e Mapping for this Cost Code 10 04 Petty Cash 10 05 Training Corporate Knowledgebase Set 10 06 Personal Protective Equipment OD 10 01 Medical i 10 07 Fitness for Work O 10 02 Accomodation 20 01 Project Managers O 10 03 Travel 20 02 Short Term Employees 10 04 der nam 20 03 QA Support 10 05 Training 20 04 HSE Health Safety and Environment O 10 05 Personal Protective Equipment 20 05 Administration Support O 10 07 Fitness for Work EE 20 01 Project Managers 20 02 Short Term Employees 20 03 QA Support 20 04 HSE Health Safety and Environment Gp 20 07 Project Coordinators 25 01 Workshop Supervisors 26 01 Labour Employee 26 02 Labour Hire 20 05 Administration Support 26 03 Expeditors 20 06 Project Engineers 26 04 Inductions O 20 07 Project Coordinators 27 01 Consumables a 25 01 Workshop Supervisors J _ 97 0 Envinment Hire EN 26 01 Labour Employee EI Knowledgebase Cost Codes Page 27 of 41 Focus Project System User s Guide 18 07 2011 Page 28 of 41 Focus Project System User s Guide 18 07 2011 9 Global Change The Global Change function can be applied to any level ofthe work breakdown structure WBS and will cause data for sub ordinate line items containing selected commodity s or resource s to be updated A note will be added to the notebook after each successful global change transaction The Global Change function allows the following e Commodity C
17. ei ri ereerk hedei iesi daredes iaioo tas 7 1 Copy and Paste Project Version or WS 15 BS e E 8 1 System Supplied Knowledgebase Construction Engineering Cost Code Set 15 8 2 Changing the Supplied Knowledgebase Cost Code Set 15 8 3 Project Cost Code Structures 15 8 4 Creating and Modifying Cost Codes and Setz 15 O 9 1 cormmdSeN eee 15 TL CommodiivCostaas sale 15 9 1 2 Commodity Cost Escalation Factor sesssssssssessresrsssssrsreerrensssserennssnssssreeenesns 15 913 Commodity Waste Factor aars ee eee 15 9 2 RESOURCE SCLUIN GS ctricos feires 15 9 2 1 Resource Rate rd 15 9 2 2 Resource Productivity Factor ee 15 9 2 3 Resource Cost CODE Lane seede 15 10 PENE Eegen LO TOPIES A AAA A AA A A 15 202 Fl 15 aKO RE NO E ii AAA AA A AA 15 104 Attached Documents scans dia 15 11 Controlling User Access to Project Nodes ccccconocoooonccnnnnnononononnnnnnnnnnnnnnonnnnnnnnnnnnnno nono nnnnnnncnnnnnnnnnnnnos 12 The Eelere A A E 121 tem TypeConftigurati N tidad eee 15 12 14 Physical Ri le EE 15 Page 2 of 41 Focus Project System User s Guide 18 07 2011 121 25 Elte 15 TZLUS AMAS iia di ii d vii eare 15 222 Fen Configuration naiean ei ai dad 15 Vs 15 13 ee Page 3 of 41 Focus Project System User s Guide 18 07 2011 1 Introduction 2 Design Philosophy The system design is based on the idea that creating a new estimate requires An up to date knowledge and experience in preparing similar
18. gt Steel Surface Area Unit Lengt Stainless Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lenat Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Length m Length m Length m Length m Length m Length m Length m Length m Length m Length m Length m Length m Length m Length m Length m Add Update Item Type Primary Characteristics Physical Dimensions Resources ges Physical Dimensions Physical Dimensions for Item Type Area Depth Duration Height Length uantity Add Change Dimension ner Lass II Units for Dimension ly Close Came J Reset ae Units to Assign I m Page 37 of 41 Focus Project System User s Guide 18 07 2011 12 1 2 Labour Types se Physical Dimensions Cost Code Quantity Dimension Units Pipe Medium Galvanised Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Pipe Schedule 40 Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Pipe Standard Weight Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Pipe X Heavy Black Weight Unit Length kg m
19. is displayed EP Focus E Application Settings Users User Details Administrator User Administrator General User First Name John Known As John Last Name Smith Telephone No Mobile No Email Address Picture Windows Logon QP a a z o Current Windows Logon KTS To create a new user select Add New and enter the user s details Select Save to create the new user or Add New to clear all fields and start again Note 1 You must enter their First Name and Last Name as a minimum 2 Ifno role is assigned they will be assigned the Guest role 3 Ifno Windows Logon is entered the user will not be able to access the system 4 A Focus user will be automatically created under their Windows logon for any user accessing the Windows client application and will be assigned the Guest role 4 1 3 Updating an Existing User Select a user from the list and modify the user s details as required Select Save to update the user or Reset to abandon the changes Page 8 of 41 Focus Project System User s Guide 18 07 2011 4 1 4 Adding or Changing a Pictorial Identity for a User Each user can have a picture file associated with them If no picture file has been uploaded a default picture is displayed on the form as shown above To browse and attach a picture file select the folder icon Browse to the required Page 9 of 41 Focu
20. les e KTSFocus Client msi e autorun inf e setup exe e setup ini e AccessRuntime exe 1 Run the file setup exe and follow the prompts 2 Run the client application 3 Select Application Settings gt System Settings gt Server Connection and update and save the SQL Server details server name logon password for the application Page 5 of 41 Focus Project System User s Guide 18 07 2011 Es Application Settings x Server Connection Settings Typical Value Server lt MachineName gt KTS Current Machine Name KTSL1 Database focus User Names E Password Driver SQLOLEDB 3 3 Installing Software Upgrades Unzip the file focus upgrade zip file to a temporary folder Run the file setup exe and follow the prompts The upgrade code copies existing configuration files to a temporary folder uninstalls the old version installs the new version copies configuration files back to the appropriate location in C Program Filesy Focus E ie oo ae 3 4 Installing Project Focus on a new PC Follow the steps for Windows Client Application in the First Time Installation section and then install the latest upgrade by following the steps in Installing Software Upgrades Page 6 of 41 Focus Project System User s Guide 18 07 2011 4 Application Settings 4 1 Users and Roles The user who installs the front end application for the first time is automatically given Administrator rights Until othe
21. may be customised and have no particular meaning other than to organise notes and documents into topic groups There can be as few as one topic or as many topics that can phyically be displayed on the tab bar Page 33 of 41 Focus Project System User s Guide 18 07 2011 10 2 Folders The user can create one or more folders within any topic Note however that there cannot be folders within folders Use the Add Folder button to create a new folder within a topic 10 3 Notes One or more notes can be created in any folder A note consists of Name A title for the note e Description Text of the note e Optional Flag Follow up Important Critical e History A list of when and by whom the note was created or modified e URL An optional reference to a related web site or linked document 10 4 Attached Documents Any note can have one or more document attachments which are document files that are uploaded to the FOCUS database To attach a new document to a note click the Add button Note that documents are uploaded and saved with out the need for clicking the Save button To delete a document click on the document name and then click X To open any document click on the document name and then click on Open What does button New Item do Page 34 of 41 Focus Project System User s Guide 18 07 2011 11 Controlling User Access to Project Nodes Page 35 of 41 Focus Project System User s Gui
22. nel Code Image for Reports genee PD G es E A lx Street Address sum Je country rost Codes Telephone Nor mobilene Email Address Je Gelz 5 6 Versions Version Code ss Version Tiles A sms 9 Description Standard Labour Rate hr Use this as default for all labour Overhead Overhead Contingency Profit Margin e Risk 1 0 Date Initiated Date Changed dove Page 15 of 41 18 07 2011 Focus Project System User s Guide 5 7 Work Breakdown Structure was Cod WBS Name Description Page 16 of 41 18 07 2011 Focus Project System User s Guide 18 07 2011 6 1 Adding or Modifying Module Assembly Items Save Mechanical Project Closed Locked arnap Cost Code Code Item Description CostCode UnitCost Fenn ItemCost LabourType Rate CostCode LabourQty LabourCost LineltemCost m Freight Factored w 662 502 1 00 662 502 662 502 E ev V 002 Secondary Crusher Feed Conveyor 1200n 04 3 102 855 1 00 3 102 855 MechanicalSitelab 185 M 1 330 8 257 298 3 360 153 04 Procurement 8 Ki CV 010 Secondary Crusher Product Conveyor 120 Go 1 072 895 100 1 072 895 MechanicalSitelab 185 M 1 471 2 272 172 1 345 067
23. ost e Commodity Cost Escalation Factor e Commodity Waste Factor e Commodity Cost Code e Resource Rate e Resource Productivity e Resource Cost Code 9 1 Commodity Settings 9 1 1 Commodity Cost The commodity cost for one or more items can be set by selecting the items entering the revised cost and clicking execute as shown below E3 Global Change 53 Project Global Change Commodity Labour Pipe Carbon Steel Sch 120 350 mm 100 00 35 04 Piping 150 00 Page 29 of 41 Focus Project System User s Guide 18 07 2011 When the commodity cost is updated the corresponding line item cost will also be updated accordingly Commodity Cost gt Revised Commodity Cost Line Item Cost gt Resource Cost Revised Commodity Cost 9 1 2 Commodity Cost Escalation Factor Es Global Change Project Global Change Commodity Labour l i ss AI Buildings Crib Room 6 m x 3 m Buildings Empty Storage Container Channel Standard Construction Management Construction Manager Vehicle 4x4 Wagon Vehicle Elevated Work Platform Boom Lift Welder Diesel 500 60 00 22 00 00 1 800 00 120 00 380 00 88 00 60 04 Hire of Plant amp Equipment 60 04 Hire of Plant amp Equipment ant amp e 60 04 Hire of cq 35 01 Steel 30 05 Site Administrator Vehicle Hire 32 04 Vehicle Hire 27 02 Equipment Hire
24. ost codes Title optional Hourly rate Add New Save E3 Structural Fabrication Labour Of Loes J save Les Lane J3 Page 38 of 41 Focus Project System User s Guide 12 1 3 Images Structural Steel Fabrication Type Defining Characteristics Pipe Medium Galvanised Pipe Schedule 40 Pipe Standard Weight Pipe X Heavy Black Platework Stainless Steel Type Type Type Type Physical Dimensions Weight Unit Length kg m Weight Unit Length kg m Weight Unit Length kg m Weight Unit Length kg m Cost Code Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel 18 07 2011 Quantity Dimension Units Length m Length m la Length m Length m Type Surface Area Unit Lengt Stainless Steel Length m Rectangular Hollow Sectio Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Round Bar Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Square Bar Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Square Hollow Section Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Structural Grade Pipe Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Taper Flanged Beams Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Uneq
25. plexity Total Cost Code Rate Item Hours Structural Fabrication Labour 3501 mal 5118 12 Add to Assembly Update Assembly Restore Defaults 6 698 22 This value is entered as a percentage and must be greater than 0 Itis applied to the hours per item as follows Hours per Item gt Hours Per Item 1 Complexity Factor The Total Hours and the Resource Cost values are then updated accordingly Page 20 of 41 Focus Project System User s Guide 18 07 2011 7 Project Explorer Functions 7 1 Copy and Paste Project Version or WBS Copy al Paste Users can copy any part of the project structure including child elements and estimate items for any project to the same level of any other project or the same project To copy first click on the source project element to copy Then click on the copy button on the main toolbar A message box will then appear showing the project structure element to copy Click OK to close the message box Click on the destination project element where the copied element is to be inserted and click the paste button Provided the source and destination levels are the same the element will be copied immediately after the insert point Page 21 of 41 Focus Project System User s Guide 18 07 2011 8 Cost Codes 8 1 1System Supplied Knowledgebase Construction Engineering Cost Code Set 10 01 Medical 10 02 Accomodation 10 03 Travel 10 04 Petty Cash
26. r administrators are created this user is then the only person who can add new users including administrators However new users can be added directly into the database table APPUSER by anyone who has write access to the database The Administrator role s profile enables any assigned user to carry out any system function which icludes user and system settings Normally only an Administrator will be given rights to add or change users and role profiles However any users can update their own details other than their Role or Windows Logon 4 1 1 Adding and Modifying User Roles Sl Application User Roles System Administrator Project Services Manager Project Manager Description User with top level access to all application settings Estimator General User New User Default e Access Settings Application Knowledgebase Project Version Work Breakdown Structure Other Project Details E Write O Read O None Project Cost Codes E Write O Read O None Project Opening Closing Super O Yes O No Project Locking 8 Super O Yes O No Def N u g Security Warning a new user is created with this role ult for q AAA A eee Cass Jes Jrs TE Page 7 of 41 Focus Project System User s Guide 18 07 2011 4 1 2 Adding and Modifying Users To access and change user details click on the Users tab is selected on the Application Settings form The following form
27. ronment 20 05 Administration Support 20 06 Project Engineers 20 07 Project Coordinators 25 01 Workshop Supervisors 26 01 Labour Employee 26 02 Labour Hire Structural Installation Labour 26 03 Expeditors 26 04 Inductions 27 01 Consumables 27 02 Equipment Hire 27 03 Cranage EN Gees A Save Reset J Add New Set Laag New Code 10 01 Medical Code 26 01 Item Types with this Cost Code Site Management Site Clerk Resources with this Cost Code If the cost code has already been assigned to existing knowledgebase items it cannot be deleted until those items and item types have been deleted Page 24 of 41 Focus Project System User s Guide 18 07 2011 If the cost code can be deleted a delete button will appear in the button bar at the bottom of the screen Je O TIE ETE ES Page 25 of 41 Focus Project System User s Guide 18 07 2011 8 3 Project Cost Code Structures The system provides for The system is supplied with a comprehensive cost code set which is used with pre configured knowledgebase packages and items These cost codes are used by default in associated dropdown lists and reports unless a different set is specified as the default set lt insert reference or link to default cost code spreadsheet gt These codes are not user configurable even by a system administrator Default Cost Code Set Es Cost Code Configration ES Line Item Cost Codes View
28. s Project System User s Guide 18 07 2011 4 2 System Settings Brocus o P SS Application Settings Users System Settings Tools amp Information Database Connection Administrative Password Set Password EE Customisation Settings Company Name Focus Project System Project Level Names El 6h Project Company Logo E aa Version B Area 2 Discipline CG oi Assembly E Items Application Name Main Form Image Notes 1 Corporate settings will be downloaded the first time this utility is used 2 Some changes may not take effect until after the application has been closed and re opened 3 Icon files do not preview due to the Application Icon great variation in file formats Page 10 of 41 Focus Project System User s Guide 18 07 2011 4 3 Tools and Information PP Focus E Application Settings Users System Settings Tools amp Information Client Refresh Refresh Item Inventory Quick Refresh Item Inventory Full Refresh Client Tables Quick Refresh Client Tables Full Software Version Information Client Version No 20090731 0680440 Latest Client Version No 20090915 9756710 Minimum Compatible creo MO 20090731 0743753 Server Version No 20090915 9468199 PDF Report Settings 8 Use Application PDF Viewer O Use Default Computer PDF Viewer Page 11 of 41 Focus Project System User s Guide 18 07 2011 5 Managing Project Estimates
29. te Facilities and Staffing Site Labour Activities Site Management Structural Steel Installation Tanks Valves UI A GJ r Je Jane 8 Item Type attributes are themselves grouped into Characteristics 18 07 2011 Item Type naming lt Item Type Name gt lt 15t Characteristic gt lt 2 4 Characteristic gt 12 1 1 Physical Dimensions Fi Focus Configure Item Type Definitions Item Category Structural Steel Fabrication x Type Defining Characteristics Pipe Medium Galvanised Weight Unit Length kg m Pipe Schedule 40 Type Weight Unit Length kg m Pipe Standard Weight Type Weight Unit Length kg m Pipe X Heavy Black Type Weight Unit Length kg m Platework Stainless Steel Weight Unit Lenath ka m Rectangular Hollow Sectioi Type Weight Unit Length kg m Round Bar Type Weight Unit Length kg m Square Bar Type Weight Unit Length kg m Square Hollow Section Type Weight Unit Length kg m Structural Grade Pipe Type Weight Unit Length kg m Taper Flanged Beams Type Weight Unit Length kg m Unequal Angle Type Weight Unit Length kg m Universal Beams Type Weight Unit Length kg m Universal Column Type Weight Unit Length kg m Welded Beam Welded Column Weight Unit Length kg m Weight Unit Length kg m Cost Code Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Lengt Steel Surface Area Unit Len
30. ual Angle Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Universal Beams Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Universal Column Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Welded Beam Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Welded Column Type Weight Unit Length kg m Surface Area Unit Lengt Steel Length m Add Update Item Type Primary Characteristics Physical Dimensions Resources Images Symbol Picture 12 2 Item Configuration 12 3 Page 39 of 41 Focus Project System User s Guide 18 07 2011 13 Reporting Page 40 of 41
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