candy 00 - introducing candy

126
Introducing Candy Estimating and Valuations Rev.0.3 © 2003,2004 Construction Computer Software All rights reserved.

Upload: chrisau123

Post on 04-Apr-2015

823 views

Category:

Documents


16 download

TRANSCRIPT

Page 1: Candy 00 - Introducing Candy

Introducing Candy

Estimating and Valuations

Rev.0.3

© 2003,2004 Construction Computer Software All rights reserved.

Page 2: Candy 00 - Introducing Candy
Page 3: Candy 00 - Introducing Candy

Contents Conventions used in this manual.....................................................................................................................1 1. Downloading from the Internet ..................................................................................................................3 2. Starting up .....................................................................................................................................................5

2.1 Starting CCS ...........................................................................................................................................5 2.2 Companies & Jobs ..................................................................................................................................5 2.3 System Registration ................................................................................................................................6

3. CCS User Interface .......................................................................................................................................7 3.1 The Title bar, Menu bar and System Toolbar.........................................................................................7 3.2 Function keys ..........................................................................................................................................7 3.3 Toolbars...................................................................................................................................................8 3.5 The Main Menu.......................................................................................................................................9 3.6 Customising the System........................................................................................................................10 3.7 Keystrokes, Icons and Mouse Functions ..............................................................................................12

4. Entering the Bill of Quantities ...................................................................................................................17 4.1 Masters ..................................................................................................................................................18 4.2 The OpCode ..........................................................................................................................................19 4.3 Trade Definitions ..................................................................................................................................20

5. Pricing the Bill Items ..................................................................................................................................23 5.1 Resource Type Definitions ...................................................................................................................23

6. Pricing using Worksheets...........................................................................................................................27 6.1 Complex Resources ..............................................................................................................................31

7. Worksheet Tools and Shortcuts.................................................................................................................37 7.1 Applied Factors .....................................................................................................................................37 7.2 Local Variables .....................................................................................................................................38 7.3 Comments .............................................................................................................................................38

8. Subcontract Adjudicator............................................................................................................................39 9. Trade Totals Display...................................................................................................................................45

9.1 Resource Analysis.................................................................................................................................46 10. Mark Up.....................................................................................................................................................49

10.1 Reporting.............................................................................................................................................52 11. Pricing Practical ........................................................................................................................................53

Page 4: Candy 00 - Introducing Candy

12. Masters .......................................................................................................................................................55 12.1 Trade Definitions ................................................................................................................................56 12.2 Copy Bill Items from the Master ........................................................................................................56 12.2 Copy Bill Items from the Master ........................................................................................................57 12.3 Copying Worksheets from the Master ................................................................................................61 12.4 Auto-Pricing ........................................................................................................................................63

13. Post Tender Control..................................................................................................................................65 13.1 Selling Rate .........................................................................................................................................65

14. Value Engineering or Re-modelling ........................................................................................................67 15. Summarising Resources into Group and Class Codes ..........................................................................69

15.1 Class and Group Code Audit Reports.................................................................................................74 16. Controlling Labour and Plant using Task Codes ..................................................................................75 17. Valuations ..................................................................................................................................................85 18. Allowable and Cost Reconciliation..........................................................................................................89 19. Subcontract Liability ..............................................................................................................................101 20. Forecasting the Candy BOQ using SitePlan ........................................................................................105 Special Items ..................................................................................................................................................115 Course Evaluation.........................................................................................................................................121

Page 5: Candy 00 - Introducing Candy

1

Conventions used in this manual

Certain conventions are used in this manual and these need some explanation.

For the greatest productivity of experienced users, the CCS system uses two user interface methods, which are not common to other Windows applications: menus and function keys.

Menus Menus are similar in concept to the Windows menus in that drilling deeper into the menu structure takes you closer to your destination, but unlike Windows menus, pressing the Escape key takes you back to your last menu, rather than the top of the menu tree.

Candy makes extensive use of hierarchical menus. The Main Menu is the highest-level menu and all applications and functions can be reached from it. The menu structure is also available in a pop up Windows menu format by clicking on the CCS logo at the left of the status bar.

In this manual a menu path will be shown like this: Candy System Estimating Menu Bill of Quantities indicating that from the Main Menu you should click or enter on the Candy System item, then the Estimating Menu item in the following menu and Bill of Quantities in the next.

Function keys Horizontally along the base of the CCS desktop are 12 buttons, which represent the function keys F1 to F12 at the top of the keyboard. The function key definitions change according to the task.

In this manual, when you are required to press a function key the typeface of the key will be shown like this: Import Codes Class Codes .

The indicates that the first function key will bring up a second set of function keys

The Function keys may also be clicked with the mouse pointer.

Escape key The Escape key Esc is shown as a left pointing arrow to the left of F1. The function of this key is to always take you back to the menu or document that you came from.

The arrow may be clicked with the mouse pointer.

Windows text When a control, which resides in a Windows dialog, is referred to, the text will be written like this: Select Gross amount

Document text When the manual refers to text in a CCS document it will be written like this: 00 Bill of Quantities

Page 6: Candy 00 - Introducing Candy
Page 7: Candy 00 - Introducing Candy

3

1. Downloading from

the Internet

The latest version of the CCS System may be downloaded from the Internet. The files may be used for a new CCS installation or to update an existing system. The files are small enough to be copied onto floppy disks and installed onto any computer.

1. Create a folder on your hard disk named c:\ccsdownloads. From the windows desktop click Start, Programs and Windows Explorer. On pull down menu select File, New, Folder, type ccsdownloads and press enter.

2. Load an Internet Web browser and search for the CCS web page. In the browser’s Address/Location text box, type http://www.ccssa.com

3. Go to the Download Centre Click on the link Download Centre. From this page, you will be able to select links to download the four CCS System files, Help files and the CCS Demonstration Job.

Click on the link System Files.

4. Download the system and help files to the c:\ccsdownloads folder The CCS System consists of four installation files and three help files. All seven files should be downloaded. Click on each of the Setup files in turn. There will be an option to either Run / Open the file or Save to it to disk. Select the option Save this Program to disk.

Page 8: Candy 00 - Introducing Candy

Downloading from the Internet

4

The downloading of the files can happen concurrently, you need not wait for one to finish to start the next download. It takes about six minutes to download each file depending on the connection speed to the Internet. It may be quicker to download the files at non-peak times such as late at night or early morning.

5. Install or upgrade the CCS system Only install CCS once all seven files have been successfully downloaded from the CCS homepage. Start the installation by Clicking on the setup.exe file.

From the windows desktop click Start, run, type c:\ccsdownloads\setup.exe and click OK. Follow the installation instructions.

Page 9: Candy 00 - Introducing Candy

5

2. Starting up

2.1 Starting CCS Start the System from the Windows Desktop by double clicking on the CCS shortcut.

Complete the User Login with your User Name, Initials and Company name.

2.2 Companies & Jobs This is the top level of menu in the System. You may create up to 24 companies on a given computer.

For example, if you are doing a tender in joint venture with another firm, you can create a brand new company on the computer for that bid.

To select a company, position the cursor on the required company and use Enter or double click with the mouse.

Create a New Company On the company selector, create a new entry for your own company by pressing the New Job function key and choosing -

2. Add a New Company.

Edit the company name to read “CCS Training Company.”

Page 10: Candy 00 - Introducing Candy

Starting up

6

Create a New Job With CCS Training Company Selected, now press the New Job function key and select

1. Add a New Job

You may create up to 99 jobs within a company. On the job selector, overtype the empty job “New Job” to create an entry for this training course called “Waste Water Treatment Works”

Now click on the job or press enter to access the job.

2.3 System Registration In order to use the CCS System the system must be registered with CCS.

If your system has not been registered, the System Registration dialogue will be displayed with a broken key. If the system has been registered the main menu will now be displayed, please continue to the next page of this course.

The registration process is completed telephonically using a set of unlocking codes.

CCS will allow prospective clients a free trial period to assess the software.

Please contact the nearest CCS office:

South Africa: +27 (11) 455-1342 United Kingdom: +44 (1202) 58-2653 Portugal: +351 (91) 724-1305 Australia: +61 (7) 5545-1857 Dubai: 800 027 0101 (local time 10h00 – 19h00) Singapore 800 2700 007 (local time 14h00 – 23h00)

Once the CCS System has been registered, the main menu will be displayed.

Page 11: Candy 00 - Introducing Candy

7

3. CCS User Interface

3.1 The Title bar, Menu bar and System Toolbar At the top of the CCS Desktop, the blue Title Bar tells you in which Company and Job you are currently working.

Beneath that, the menu bar consists of a series of pull down menus, which display further options and menus. If an option has the symbol to the right of the menu text, this indicates that there is a further sub menu.

Below this is the system toolbar, which consists of system-wide tool icons. These tools apply to all applications in the system.

If the title bar is not visible, the Title Bar, Menu Bar and System Toolbar can be displayed by moving the mouse pointer to the top of the screen (see Customise System).

3.2 Function keys

Horizontally along the base of the screen are 12 buttons, which represent the function keys on the keyboard (F1-F12).

In this manual, when you are required to press a function key the typeface of the key will be shown like this

The function keys are the principle user interface with the various documents and selectors that are used in the system, and they are always displayed on the CCS desktop. The appearance of the keys may be customised in System Settings dialog. The functions can be clicked with the mouse on the screen button or by pressing the relevant function key on the keyboard. Function keys will change according to the application being carried out in CCS.

Use the “Back” button or the Escape key to go to a previous menu and to display the Company & Job Manager.

Page 12: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

8

Function key Help Right clicking on a function key will display a help pop-up screen for that function key. Here the help for the Contact CCS function key is displayed.

3.3 Toolbars Below the function keys are the application toolbars.

System toolbar (fixed) This toolbar is always displayed in the first panel of the status bar and is user defined. It should contain the most commonly used icons that apply to all applications in the system.

Right-click in this area to customise.

Candy toolbar This toolbar is fixed, displayed in the second panel of the status bar and contains icons that apply to the Candy System.

SitePlan toolbar This toolbar is fixed, displayed in the third panel of the status bar and contains icons that apply to the SitePlan Planning System.

Page 13: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

9

3.5 The Main Menu The Main Menu lists the major components of CCS and is the starting point for navigating the CCS System.

The CCS menu structure is also available in a pop up Windows menu format by clicking on the CCS logo at the left of the status bar.

Every menu option in the system is available through either the centre screen menus or the pop up menus activated by clicking on the CCS logo.

In this manual a menu path will be shown like this:

Candy System Estimating Menu Bill of Quantities

indicating that from the Main Menu you should click or enter on the Candy System item, then the Estimating menu item in the following menu and Bill of Quantities in the next.

Candy System Deals with the Bill of Quantities, Estimating, Valuations, Subcontractors etc

SitePlan The planning system, which is a very powerful, yet easy to use, critical path networking tool.

Project Cashflow Can be used to create a financial model for the project.

Materials Received Database for recording deliveries of materials to site.

Drawing Register Database for recording and controlling drawings.

5th Base The CCS spreadsheet modules, which contain spreadsheet, word processing and some database features.

Utilities Menu Contains various utilities to do with the system in general

Page 14: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

10

3.6 Customising the System The “hammer” icon (or right-clicking on any document and choosing Customise System) allows the Desktop to be configured.

Tools Tab For this course please ensure the Company & Job Titlebar and the Arrowbar Attached options have been selected.

Header options – changes the display of the title bar, menu bar and the system button toolbar. The system toolbar may be customised by using Customise Toolbar.

Function key options - to display the function keys with a rounded effect and a shadow effect to the function key text.

Other options - to include an arrow bar on all documents and to enable automatic text insertion.

Fonts Tab Change the font, style and size for various areas of the system here. You may find that your view is limited in a document, for example the Bill of Quantities, and may need to adjust your font later.

Page 15: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

11

Colours Tab Colours are selected for different cursors, input fields and types of documents for identification and recognition.

There are three types of documents: Active, Inactive and Alternate. Each may have its own text colour and background colour set by using the Text or Background buttons.

It is suggested that all three types of document have their colours set to different shades to make their recognition easy.

Similarly, make the cursor lines different colours to the background colours. It is very useful to have a cursor marking the line that you were on in the inactive document.

Directories Tab This sheet holds various folder paths used by CCS. The paths may be entered manually or located by using the Browse button.

Common backups – the path to the folder used for Common backups and Multi-User data.

Network archives – the network path to the folder used for each user's Archive backup.

Candy network master – the Candy Master Jobs folder path.

Microsoft Excel – the path pointing to Excel for exporting CCS data directly to Excel.

Page 16: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

12

Sounds, Macro Keys and Schemes The other tab sheets on the System Settings dialog are:

Sounds – for setting system sounds, e.g. to indicate the successful completion of a task.

Macro Keys – for teaching the system a sequence of keystrokes for performing repetitive tasks.

Schemes – for loading and saving your own system colour schemes.

3.7 Keystrokes, Icons and Mouse Functions

Simple Keystrokes A full list of major editing keys can be displayed by clicking the “keys” icon.

Page 17: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

13

Toolbar Icons The toolbar can be customised by right clicking in an open area on the toolbar. Buttons can be selected and unselected, store the selected buttons using the green tick. A list of available icons follows.

Page 18: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

14

Mouse Functions Note that this table assumes that the mouse buttons are configured for a right-handed user.

Mouse action Function Left-click On an Active Document - moves the cursor line to and positions the editing cursor

at the mouse pointer. On an Inactive Document - Turns the document Active and acts as above.

Right-click On an Active Document calls up the context menu.

Double Click Fetch another document, i.e.: Double Click on a Nett Rate calls up the Worksheet.

Ctrl+Left-click Select a line of data for Dragging and Dropping.

Shift+Left-click Marks the Start and End of a Range of records for Dragging and Dropping.

Alt+Left-click Set an Alternate document.

Simple Keystrokes This is a list of the major Editing and Cursor Movement Keystrokes, with a brief explanation of the function, and the equivalent Icon if applicable.

Icon Keystroke Function

Esc(ape) Returns to the previous menu or document.

Scroll Lock (Ctrl+Tab)

Moves the document currently on top of the pile behind all other documents.

Pause Activates or deactivates the document currently on top of the pile of documents.

Ins Insert a Space at the cursor position

Del Delete the Character above the cursor

Tab Move the cursor from Field to Field. Shift+Tab jumps backwards.

Home Cursor goes to Left Edge of current field.

End Cursor goes to Right Edge of current field.

Page Up Cursor to Top line of the Screen, or if already at the top of the screen, scrolls a full screen up.

Page Down Cursor to Bottom line of the Screen, or if already at the bottom of the screen, scrolls a full screen down.

Arrow Left Move cursor one character to the left.

Arrow Right Move cursor one character to the right.

Arrow Up Move cursor Up one line.

Arrow Down Move cursor Down one line.

Enter Normally moves the cursor to the first field of the next line. If the direction for Enter has been set, then the cursor is moved accordingly - see the note below on Ctrl+E.

Page 19: Candy 00 - Introducing Candy

Desktop Layout and Fundamentals

15

Combination Keystrokes A combination keystroke involves holding down the Ctrl, Alt or Shift key and using another key at the same time. These keystrokes will generally perform the same function if used anywhere in the System.

Icon Combo Keystroke Function

Ctrl+Del(ete) Delete the current Line

Ctrl+Insert Insert a Line above the current line

Ctrl+Page Up Position the cursor on the very top line of a document

Ctrl+Page Down Position the cursor on the very bottom line of a document

Ctrl+Enter Split the line at the cursor position

Ctrl+Backspace Bring text up from the line below and place it at the cursor position - i.e. un-split

Ctrl+Left-arrow Bubble Up - move the current line up

Ctrl+Right-arrow Bubble Down - move the current line down

Shift+Ctrl+Left-arrow Swap the Word above the cursor with the word on the Left

Shift+Ctrl+Right-arrow Swap the Word above the cursor with the word on the Right

Ctrl+Up-arrow Close into a Family, if there is one

Ctrl+Down-arrow Open a Family one level

Shift+Ctrl+Down-arrow Open All levels in the family

Ctrl+Space Bar Open All Families completely

Shift+Ctrl+Space Bar Close All Families completely

Ctrl+R Pick Up the current Line

Shift+Ctrl+R (Ctrl+D) Drop (insert) Lines picked up using Ctrl+R at the current line

Ctrl+U Turn current line to UPPERCASE letters

Ctrl+L Turn current line to lowercase letters

Ctrl+P Turn current word to Propercase

Ctrl+T Centre text in the field

Ctrl+K Copy the Field above

Shift+Ctrl+K Copy the Word above and position cursor for the next word

Ctrl+M Call up the Candy Master Job Selector

Ctrl+J Copy the Field above and Jump Down to the line below.

Ctrl+End Clear the line from the cursor position to the end of the current field.

Ctrl+E Used to set the Cursor Direction when enter is pressed.

Alt+Del Close the Top Document.

Shift+Alt+Del Close All Documents.

Ctrl+Z Usually reinstates the current line. If a mistake is made on a line, Ctrl+Z will re-display the line as it was before the mistake was made. As soon as the cursor is moved off the line, the line is stored and cannot be reinstated.

Page 20: Candy 00 - Introducing Candy
Page 21: Candy 00 - Introducing Candy

17

4. Entering the

Bill of Quantities

In this section we will enter the following two bill pages into the Candy System

Page One

Page Two

Page 22: Candy 00 - Introducing Candy

Entering the Bill of Quantities

18

4.1 Masters When creating a new job, the Candy System will require the user to select a Master Job. A master in Candy is simply another job from which bill items, resources, definitions and other information may be copied into the current job. Any job may be used as the master for any other job. Typically, an Estimator will create a library job, which will be the source of standard information for use in other jobs. The effective use of masters can have a major impact on the speed of both input and pricing of an estimate. For pricing the “Waste Water Treatment Plant”, we currently have no master and all items will be entered and priced from first principles. The information entered in the “Waste Water Treatment Plant” may subsequently be used as a master when pricing future jobs.

Enter the Bill of Quantities from the Main Menu with:Candy System Estimating Menu Bill of Quantities. Select No master and click OK.

Select Bill of Quantities and from the BoQ document Layouts select the first view

00 Bill of Quantities

Page 23: Candy 00 - Introducing Candy

Entering the Bill of Quantities

19

4.2 The OpCode

Note the OpCode Column.

The first basic rule in the Candy system is that every bill item must have an OpCode (Operation Code). The OpCode contains key information including the description and any pricing information.

The second basic rule is that every OpCode must begin with a predefined alphabetic trade code. The balance of the code, used against the bill item, may be any alphanumeric combination to create a code no more than a maximum of eight digits in total.

The exception to the basic rule is bill headings which start with an Asterisk (*) followed by any alphanumeric combination and a Macro OpCode, which starts with a number between 9 and 1.

Page 24: Candy 00 - Introducing Candy

Entering the Bill of Quantities

20

4.3 Trade Definitions

Candy codes are defined on the definitions menu, which can be accessed by clicking the “balls” on the Candy toolbar.

Select Trade Definitions and enter these trades. Up to 52 alphabetic trades may be defined.

Click on the bill of quantities in the background and enter the first heading on page one by inputting a *E in the OpCode column and hit Enter. The system generates the balance of the code. A system-generated code is indicated by an exclamation mark (!).

Page 25: Candy 00 - Introducing Candy

Entering the Bill of Quantities

21

The system generates the description Page 1/Item which can be overtyped with the full bill description. Enter a level 1 in the quantity column. The level number is used to generate summary pages when printing reports.

Input the first bill item on page one by inputting an E in the OpCode column and hit enter, the system generates the balance of the code. Enter each of the bill items on page one.

Press Next page for page 2.

Page 26: Candy 00 - Introducing Candy

Entering the Bill of Quantities

22

Input each bill item on page two by entering an M in the OpCode column and pressing the Enter key. The system generates the balance of the code and description which can be over typed with the client’s description.

<Shift> Next page displays the previous page. Multi-page displays the page number on the left column with no page breaks. Single page displays the bill in single page layout.

Next page is only displayed in single page layout.

The “Back arrow” will move back through the menus to the Main Menu, Job and Company selectors. Once you have tried these function keys, return to the bill page by selecting Candy System Estimating Menu

Bill of Quantities then 00 Bill of Quantities and go to page 2 using Next page .

Page 27: Candy 00 - Introducing Candy

23

5. Pricing the Bill Items

In this section, the bill is priced by simply plugging a nett rate for each item, splitting this rate into resource types such as Labour, Plant and Material and then finally building up rates using resources. Sub-contract pricing is also covered. Before creating resources or a split rate, the resource types must be defined.

5.1 Resource Type Definitions Candy codes are defined on the definitions menu, which can be accessed by clicking the definitions “balls” icon.

Select Resource Type Definitions and enter the following resource types. A maximum of nine Resource Types can be defined.

Now the view of the bill may be altered so the user can view the resource type split rate columns for each bill item. Select Candy System Estimating Menu Bill of Quantities

The various Bill layouts are displayed. With the cursor on the first layout 00 Bill of Quantities press Alter Layout

The available columns are displayed on the left and the selected columns are displayed on the right. Use the vertical scroll bar on the left to scroll down. Place the cursor on the Nett Split Rates column and use the to move the column from the left to the right, this is the same as un-hiding the column.

Scroll down and select the Attribute column using the . The columns can be re-ordered with the and arrows.

Place the Attributes below the Unit column using the arrow and click to store the layout.

Page 28: Candy 00 - Introducing Candy

Pricing the Bill Items

24

Now select the layout 00 Bill of Quantities

Note the resource split rate columns are displayed for each bill item.

Price Item A by entering 10.00 in the nett rate column and then press enter.

Note that a P is displayed in the Attributes or Mode column indicating that the rate has been plugged in the nett rate column.

Page 29: Candy 00 - Introducing Candy

Pricing the Bill Items

25

Price Item B by entering 2.00 in the Labour split rate column and 8.00 in the Plant split rate column and press enter or move off the line.

Note that the Nett rate is the addition of the Split rates. Pricing using Plug and Split rates only generates financial information for the job, if the price of the excavator increases the user will have to calculate the new rates manually and enter the adjustment for each bill item.

Page 30: Candy 00 - Introducing Candy
Page 31: Candy 00 - Introducing Candy

27

6. Pricing using Worksheets

The following items will be priced from first principles using resources.

To create a resource click on the “dumper” icon to display the resource list.

Enter a new resource as shown here. We will now price the bill item 1/C using a worksheet.

Click on the “Bill” icon to return to the bill page.

Now with the cursor on Item C, press Worksheet

To introduce the resource on the worksheet type the resource code 200 against the left margin of the worksheet and press Enter. The resource description and rate is now displayed on the worksheet.

Note the resource is 5.25 / hr but the bill item is per m3. Now enter the production below to calculate the rate per m3. Note the production is entered on the worksheet the way you would write on paper.

Page 32: Candy 00 - Introducing Candy

Pricing the Bill Items

28

The worksheet must be stored using the Store W/S function key.

Note that the nett rate of 31.50 per m3 is displayed in the nett rate column and the 31.50 is displayed in the Labour split rate column because the unskilled lab all in resource was resource type L for Labour on the resource list.

Click on the “dumper” icon to display the resource list and enter a Gang Boss as displayed here.

Click on the Bill of Quantities; place the cursor on item 1/D.

Press the Worksheet function key.

Page 33: Candy 00 - Introducing Candy

Pricing the Bill Items

29

Click the “Dumper” toolbar icon to display the resource list and place the bill page, worksheet and resource list in the positions displayed above using the buttons at the top right of each document . Once you have placed a document in the required position, right-click with the mouse, select position document and anchor document. This will ensure the document will always appear in the same position and size.

Alternatively, set the position of the documents using the “anchor” icon on the system toolbar (un-hide it by right clicking on the toolbar).

Click on the resource 200 Unskilled lab all in, hold the left mouse button down and drag the resource from the resource list and drop it on the worksheet.

Now drag the 210 Gang Boss from the resource list onto the worksheet. The system will provide a warning that you have exited the worksheet without storing. Select Switch off message for this session and then Continue.

Even though the warning has been de-activated, you must remember to store the worksheets in Candy or the worksheets will be lost. This is the only place in CCS that the user must store.

Now enter the productions as displayed below.

Page 34: Candy 00 - Introducing Candy

Pricing the Bill Items

30

On the last line of the worksheet place the equals sign against the left margin and press enter, the 54.00 total is displayed on the right side of the worksheet. Remember to store the worksheet using Store w/s .

Page 35: Candy 00 - Introducing Candy

Pricing the Bill Items

31

6.1 Complex Resources Every time you priced an Excavation item in the Bill of Quantities, it would be tedious to have to bring the labour and gang boss and combine them, similarly pricing concrete it would be tedious to have to combine the sand, stone and cement in the correct portions for each bill item. In Candy, we allow you to combine the resources once and create a complex resource. When you have an excavation item to price, you bring the excavation team into the item; similarly, when you have a concrete item to price you bring the concrete complex resource into the bill item worksheet. Complex and simple resources can be used within other complex resources to build up higher levels of all in resources allowing for quicker pricing.

A complex resource is created by assigning a level number between 1 and 9 in the Type column in the resource list.

Enter the resource list by clicking on the “dumper” icon and enter the resource as displayed here.

Now with the cursor on the 220 Hand Exc Team (1G+2L) press the Worksheet function key.

Drag and drop the resources from the resource list onto the complex resource worksheet, enter the hours per day and production.

Simple Resources

Complex (Level 9 Resources

Complex (Level 8) Resources

Complex (Level 7) Resource

Delivered concrete

Batched concrete

Dumper inc fuel+driver

Concrete materials

Batch plant

Stone Sand Cement Batch Hire Labour

M M M P L

Page 36: Candy 00 - Introducing Candy

Pricing the Bill Items

32

Remember to use the Store w/s function key or the worksheet will be lost.

The final rate of 54.00 is displayed.

Return to the bill of quantities by clicking the “Bill” icon. Now price page 1 item E / OpCode E!0006 and page 1 item F /OpCode E!0007 using this team.

Place the cursor on item E /OpCode E!0006 and press the Worksheet function key.

Drag and drop the Hand Excavation team from the resource list onto the worksheet. Note the Hand Excavation team’s rate is per m3, the same as the bill item, so there is no need to input the hours per day or production of the team as this step was completed on the complex resource’s worksheet.

Page 37: Candy 00 - Introducing Candy

Pricing the Bill Items

33

Remember to store the worksheet using Store w/s .

Repeat the above steps and price item F / OpCode E!0007 using the Hand Excavation team.

Remember to store the worksheet.

Items G / OpCode E!0008 and H / OpCode E!0009 are going to be priced using an Excavator. Now build up a complex resource rate for an Excavator including the diesel, we will then use the complex all in Excavator rate to price the bill items.

Page 38: Candy 00 - Introducing Candy

Pricing the Bill Items

34

Click on the “Dumper” to access the resource list. Introduce the simple resources for the Excavator, diesel and the Complex resource for the Excavator (Wet), remember the complex resource must have a number between 1 and 9 in the resource type column.

With the cursor on the 310 Excavator (Wet) resource press Worksheet . Drag and drop the relevant resources onto the worksheet, enter the hours per day and diesel consumption as shown.

Remember to Store w/s .

Page 39: Candy 00 - Introducing Candy

Pricing the Bill Items

35

Return to the Bill of quantities and enter the worksheet for item G / OpCode E!0008, drag the excavator and labourers onto the worksheet, enter the production and team sizes as shown below. Remember to store the worksheet.

Item H / OpCode E!0009 is similar to item G / OpCode E!0008, we can copy the OpCode worksheet from Item G / OpCode E!0008 into item H / E!0009 and amend the worksheet to suite the new item.

With the cursor on item H press Worksheet . While in the OpCode worksheet press Append , now use the up and down arrow to scroll through the available worksheets, when E!0008 appears click OK to copy the worksheet from item G / OpCode E!0008 into item H / OpCode E!0009.

Page 40: Candy 00 - Introducing Candy

Pricing the Bill Items

36

Adjust the production to 400m3/day to compensate for the deeper excavation and then store the worksheet.

All items on page one should be priced with the rates below.

Page 41: Candy 00 - Introducing Candy

37

7. Worksheet Tools

and Shortcuts

Page one item H / OpCode E!0009 will be used to demonstrate the various worksheet tools. With the cursor on item H / OpCode E!0009, press Worksheet .

Note that many lines of the worksheet share a common production of 400m3/day, rather than entering the production on each line of the worksheet, we can introduce an applied factor.

7.1 Applied Factors Place the cursor on the top line of the worksheet and insert a line by pressing Ctrl-Insert. Now introduce a # sign (shift “3”), delete the production from the following lines and then enter /400m3/day against the left side of the worksheet after the equal sign.

Now press Enter.

The words APPLIED FACTOR appear, note the result of 6.54 is the same as entering /400m3/day on each line of the worksheet.

Page 42: Candy 00 - Introducing Candy

Worksheet Tools and Shortcuts

38

7.2 Local Variables Local variables are defined and used on a specific worksheet using square brackets, while calculations are detailed by starting a worksheet line with a question mark. Use Ctrl-Insert to insert a few blank lines at the top of the worksheet. Enter the variables as shown below. Try pressing enter on the [PROD] calculation line. Delete the 400m3 production and replace it with [PROD].

7.3 Comments Worksheets can be documented by leaving one blank space on the left of the worksheet followed by the relevant comment. Add +15% to the applied factor line and then enter a comment 15% for over break.

Store the worksheet and use Next page to display page 2 of the bill of quantities.

Page 43: Candy 00 - Introducing Candy

39

8. Subcontract Adjudicator

The Metalwork items on page 2 will be subcontracted. The Subcontract adjudicator will be used to adjudicate and select the most competitive subcontractor.

Select Candy Estimating Subcontract Menu Subcontract Packages.

Press New package and Metalwork and Enter to display the adjudicator document.

Page 44: Candy 00 - Introducing Candy

Subcontract Adjudicator

40

Press Import/export Import bill items

Enter a capital M in the Start OpCode field and do not “Select all codes,” this will only import the Metalwork bill items where the OpCode starts with Trade M. Select Copy Section Headings. Click OK.

Now click in the Subcontract name field and enter: UK Balustrade Ltd, AR Metalfix Ltd and Smith Metalworks.

Enter the three Sub Contractor’s rates displayed above. Note that AR Metalfix has not priced or included item 2/E, so leave the rate as blank. A zero rate would indicate the item has been included. Smith Metalworks has given a 5% discount, therefore a factor of 0.95 is entered in the factor field above the subcontractor’s name. Note that Smith Metalworks’ rates are not discounted; the amounts are discounted.

Try using Ctrl-E to change the cursor direction; this facility is available throughout CCS.

Page 45: Candy 00 - Introducing Candy

Subcontract Adjudicator

41

To adjudicate the Subcontractors press Exit imp/exp Display result .

Display the results for all three Sub contractors and do not select a preferred make-up rate.

The common total is the totals for the subcontractors for those items that they have all priced. There will be a balance if any of the sub contractors has not priced an item.

The maximum make-up is calculated using the maximum rates from the other subcontractors who have priced that item.

The minimum make-up is calculated using the minimum rates from the other subcontractors who have priced that item.

Click on the adjudicator document in the background to activate the document.

The rates are then transferred from the adjudicator to the bill with Import/export Rates to bill .

Select Smith Metalworks. Smith Metalwork’s discounted rates will be exported to the bill of quantities.

Page 46: Candy 00 - Introducing Candy

Subcontract Adjudicator

42

In order to transfer the rates from the subcontract adjudicator to the bill item worksheets we require a simple resource with a rate of one, as we have never created a metalwork subcontract resource we will create one during the transfer process. We can add the subcontract rates to the worksheet using Amend or we can overwrite the worksheet rates with the subcontract rates. Use the Help button to explore the available options. Enter resource code 900 in the resource code field, select Amend and click the OK button..

Select resource type S in the type/level field and enter a description and unit. Creating the resource during the transfer saves the user having to create the resource in the resource list before transferring the rates to the bill.

Confirm the transfer of the rates to the Bill Nett rates.

Click the “Bill” icon to return to the Bill of Quantities.

Note all the items on page 2 have been priced using Smith Metalworks’ discounted rates. The subcontract rates can be seen in the Subcontract split type column by using the horizontal scroll bar.

Page 47: Candy 00 - Introducing Candy

Subcontract Adjudicator

43

Enter the worksheet for item 2/A Opcode M!0012 and note resource code 900 is displayed with the relevant sub contract rate from Smith Metalworks.

Page 48: Candy 00 - Introducing Candy

Subcontract Adjudicator

44

Store & track can be used to scroll through the Metalwork worksheets.

Page 49: Candy 00 - Introducing Candy

45

9. Trade Totals Display

The job total by trade can be displayed by clicking the “Trade Totals” icon and select the Nett rates.

Before displaying the trade total display or printing the system will prompt you if a recalculation is required. Answer Yes.

The Subcontract Nett amount of 90,223.10 is the same total as calculated in the subcontract adjudicator for Metalwork when we displayed the subcontract adjudicator results.

Page 50: Candy 00 - Introducing Candy

Trade Total Display

46

9.1 Resource Analysis A resource analysis can be displayed on screen; select Candy System Estimating Menu Resources and with the cursor on 00 RESOURCE LIST layout press Alter Layout

Add the Usage and Usage Value columns and .

Calculate the resource analysis using Redo usage .

Select Billed Quantity and Include wastage.

Wastage calculations will be explained in more detail later.

Page 51: Candy 00 - Introducing Candy

Trade Total Display

47

The bill usage column is relative to the unit of the resource, i.e. 4598 hours of unskilled labour at 5.25/hr or a total allowable of 24140 to spend on this resource, similarly, there are 492 litres of Diesel allowed on the job. Changing rates in the resource list will substitute the adjustments through all the worksheets and update the Nett for each bill item.

Page 52: Candy 00 - Introducing Candy
Page 53: Candy 00 - Introducing Candy

49

10. Mark Up

The Mark up and Gross rate columns can be added to the bill. Select Candy System Estimating Menu

Bill of Quantities and enter a new 2 digit code and description, i.e. 06 NETT + APPLIED MARK UP = GROSS.

Place the cursor on the new entry and press enter, now press Alter layout .

Select the Applied Mark up, Gross Rate and Gross Amount columns. Store the selection by clicking on the

.

The Gross Rate column is calculated, Nett + Mark up = Gross.

Double Click in the Mark up column to access the Mark up Menu.

Page 54: Candy 00 - Introducing Candy

Mark Up

50

Select Mark up All Trades and enter a 10% mark up for all trades and choose Yes for preserving all flagged trades.

Candy System Estimating Menu Finalisation menu Markup menu Mark up All Trades

Now select Trade Markup and adjust the Metalwork mark up to 5%

Candy System Estimating Menu Finalisation menu Markup menu Trade Markup

Return to the Bill and adjust the mark up for item 1/A to 20% mark up.

Confirm change to individual mark up.

Note that the Gross rate and amount is calculated for each bill item. The asterisk (*) indicates an OpCode with trade mark up.

The Metalwork items on page 2 have a 5% trade mark up.

Page 55: Candy 00 - Introducing Candy

Mark Up

51

Now do a Trade Totals display based on the Gross rate using the “Trade Totals” icon.

The Gross amount is displayed with the Nett split amounts for Labour, Plant, etc. Scrolling to the right hand side will display the mark up amount.

Page 56: Candy 00 - Introducing Candy

Mark Up

52

10.1 Reporting All the information can be printed. Try printing the following reports and select the various options to see the available reporting formats. From the main menu follow the menu path to the Reports Menu.

Candy System Estimating Menu Reports Menu and then…

Bill of Quantities Bill of Quantities

Worksheets Worksheets in Bill Order

Resource analysis Bill Resource Analysis

Value analysis Value Analysis

OpCode Pricing Check Housekeeping Reports Menu

Reports can be viewed on screen by selecting Preview or Spool to view the report on the screen.

Page 57: Candy 00 - Introducing Candy

53

11. Pricing Practical

Enter the following concrete items on page 3 of the bill and price the items from first principles.

Enter resources 510, 520 and 230 and price the complex resource 230 Concrete Gang (1G+6L)

Price the bill items using the relevant resources.

CCS recognises the word “waste” on a worksheet as long as there are no spaces between the +5%waste. The system will generate a wastage report.

Page 58: Candy 00 - Introducing Candy

Pricing Practical

54

Page 59: Candy 00 - Introducing Candy

55

12. Masters

Any previous job in Candy can be a Master job from which bill descriptions, worksheets and resources can be copied. Typically, an Estimator will create a library job, which will be the source of standard information for use in other jobs. The effective use of masters can have a major impact on the speed of both input and pricing of an estimate.

We will now create a new job called “New City Industrial Development.”

We will then copy information from “Waste Water Treatment Works” (The Master) into “New City Industrial Development” (The Job).

Return to the Company & job Manager and create a new job in Candy called “New City Industrial Development.”

Select New City Industrial Development, and then Candy System Estimating Menu Bill of Quantities

We now have the option to select Waste Water Treatment Works as our Master job. The system defaults to the top job on the job selector, which is Waste Water Treatment Works. Click OK.

Choose Candy System Estimating Menu Bill of Quantities and then 00 Bill of Quantities

Note the master job name is displayed above the Candy toolbar.

If a master is selected when creating a job, certain standard information is automatically copied from the master to the job. The Trades and Resource types are copied from the master, these typically do not change from job to job.

Page 60: Candy 00 - Introducing Candy

Masters

56

12.1 Trade Definitions Candy codes are defined on the definitions menu, which can be accessed by clicking the definitions icon on the Candy toolbar.

Select Trade Definitions, and note that the trades were copied from the Master; previously we had to enter the Trade definitions when there was no master.

Select Resource Type Definitions and note that the resource types were copied from the Master.

Page 61: Candy 00 - Introducing Candy

Masters

57

12.2 Copy Bill Items from the Master The first method of copying items from the Master into the job is if you know a code that exists in the master, just enter the code into the OpCode column. Enter E!0004 into the OpCode Column and press Enter. The system copies the description and unit from the master. The item is coloured blue to indicate that this OpCode has been copied from the master.

It is unlikely that you will remember all the codes in the Master; therefore, we provide a facility to view the master OpCodes while working in the job.

Hold the Shift key down and click the “Opcode” icon. This will display all the OpCodes in the Master.

Clicking the “Opcode” icon without holding the shift key displays a list of the OpCodes in the current job.

Try arranging your screen as displayed below using . Ensure the bill page is in single page layout by pressing Single page . Remember to anchor each document so they appear in the same position and size next time you select the documents.

Page 62: Candy 00 - Introducing Candy

Masters

58

Click on OpCode E!0003, hold the left mouse button down and drag the OpCode from the Master OpCode list onto the job bill page, release the left mouse button to drop the OpCode onto the bill page.

Page 63: Candy 00 - Introducing Candy

Masters

59

The OpCode now appears on the bill page highlighted with colour to indicate the OpCode has been copied from the master. Note the item, although priced in the master, appears in the job unpriced.

Page 64: Candy 00 - Introducing Candy

Masters

60

Try selecting OpCodes E!0006, E!0007 and E!0009 using Ctrl-Click, release the Ctrl key and then hold the left mouse button down on a highlighted area and drag the items onto the bill page. Release the left mouse button to drop the items. A range of items can be copied using Shift-click rather than Ctrl-Click.

If you have mastered the above exercise, your bill page should contain the following OpCodes.

The item’s numbers can be amended to suite the Client’s bill; alternatively, we can use More keys Item renumber . This re-numbers the items as per the job default. The job default settings are accessed using the using the “Pen-knife” icon.

Page 65: Candy 00 - Introducing Candy

Masters

61

Notice that only the bill description and unit are copied, the worksheet is copied using another facility ensuring the Estimator has full control during the pricing process.

12.3 Copying Worksheets from the Master Enter the worksheet for Page 1 / Item A or OpCode E!0004 by pressing More keys and then Worksheet . In the worksheet, press the Append function key.

Select Master, the user can now scroll through and copy the worksheets from the master into the job. Select OpCode E!0004 and click OK.

The production can be altered to suit the current job.

Assume the unskilled labourer can only excavate 1.0 m3 per day instead of the 1.5m3 per day on the current contract.

Remember to store the worksheet.

Note that adjusting the Worksheet in the job does not affect the master.

Page 66: Candy 00 - Introducing Candy

Masters

62

Now double click on Nett rate for Page 1 / Item C or OpCode E!0006 to display the worksheet and drag the master OpCode E!0006 into the job’s OpCode Worksheet E!0006. Note dragging from the Master OpCode Scroller into the worksheet copies the worksheet and not the Bill Item description and Unit. Store the worksheet.

Page 67: Candy 00 - Introducing Candy

Masters

63

The job’s resource list can be displayed by clicking the “Dumper” icon. Notice that copying worksheets from the master automatically updates the jobs resource list with the relevant resources.

The master resource list can be displayed by clicking “<shift>-Dumper” icon. Resources can be dragged from the master into the job while pricing.

12.4 Auto-Pricing The remainder of the Bill items can be priced by Auto-pricing. This facility copies the worksheets from the master for items that have not been priced in the job. Auto pricing will only occur if the items in the job are not priced and the un- priced OpCodes in the job match with priced OpCodes in the master.

Candy System Estimating Menu Pricing Menu Auto-pricing

Selecting OK will assume select All trades.

The next dialogue will provide an option to print a list of those items that have been auto priced, select No.

Return to the bill and note all the items are now priced.

Page 68: Candy 00 - Introducing Candy
Page 69: Candy 00 - Introducing Candy

65

13. Post Tender Control

Return to the job selector using the back arrow or the Esc key and select the Waste Water Treatment Plant job.

13.1 Selling Rate You have established that: Nett Rate + Applied Mark Up = Gross Rate

There is a third rate available in Candy called the Selling Rate. This is an independent rate in that changes made to the Nett Rate and the Applied Mark Up will not affect the selling rate.

Select Candy System Estimating Menu Bill of Quantities and place the cursor on layout 06 NETT + APPLIED MARK UP = GROSS and Alter Layout

Add the Calculated Mark up based on Selling Rate, Selling Rate and Selling Amount columns and .

Page 70: Candy 00 - Introducing Candy

Masters

66

Note the selling rate column on the right side of the document. Having priced a job and applied mark up, Selling Rates can be established by copying the Gross Rates.

Double-click in the Selling Rate column.

Select Lock selling after transfer and click OK.

The asterisks (*) against each rate indicate that the rates have been locked. Rates can be adjusted using More keys Lock sell rate .

<SHIFT> Lock sell rate provides the option to unlock or lock all selling rates.

Page 71: Candy 00 - Introducing Candy

67

14. Value Engineering

or Re-modelling

The site team can now re-visit each of the worksheets and adjust the productions to what they believe will be achieved on site. Alternatively, they may not even use the resources the estimator originally envisaged using and must therefore adjust the worksheets to reflect how they intend on completing the job. They may obtain cheaper resource and sub contract rates. Let’s assume the site team will purchase diesel for 2.50 / Litre instead of 3.00 / Litre.

Display the resource list with the “Dumper” icon and adjust the rate accordingly.

Note that the Diesel allowable decreases from 1476 to 1230 representing a buying saving of 246.

Do a Trade Total Display on Nett using the “Trade Totals” icon.

Nett Trade Total Display at 3.00 / Ltr of Diesel.

Nett Trade Total Display at 2.50 / Ltr of Diesel.

Original Nett Amount – New Nett Amount = (277,176.80 – 276,931.00) = 246.00 Saving

Original Material Nett Amount – New Material Nett Amount = (109,940.00 – 109,695.00) = 246.00 Saving

Now return to page one of the Bill.

Page 72: Candy 00 - Introducing Candy

Value Engineering or Re-modelling

68

Notice that the Nett and Gross rates for OpCodes E!0008 and E!0009 have reduced as these items use the cheaper diesel in their make-up. Notice the Selling rate has remained fixed and the calculated mark has increased in relation to the Selling.

Page 73: Candy 00 - Introducing Candy

69

15. Summarising Resources into

Group and Class Codes

The estimator would require the total amount of money that is going to be spent with a particular supplier in order to negotiate the best possible bulk discount. We must therefore group the resources into their supplier codes in order to print out the value to be spent with each supplier. We use the Group Code to summarise the resources into the supplier codes.

Similarly, the Quantity Surveyor is going to require the total amount of money that is going to be spent against each accounting code in order to reconcile the budget to date back to the cost being generated from the accounting system.

We use the Class Code to summarise the resources into the Cost codes.

The resource group and class code must be displayed in order to allocate the codes to the resources.

Candy System Estimating Menu Resources and with the cursor on the layout 00 RESOURCE LIST press Alter Layout .

Add the Resource Group Code and Resource Class Code using and then store the layout

with .

Page 74: Candy 00 - Introducing Candy

Summarising Resources into Group and Class Codes

70

The Group and Class codes must be defined before allocating them on the resource list.

Click the “Balls” icon to enter the definitions menu and enter the following Group and Class Code Definitions.

Now return to the resource list and allocate the Group and Class codes to the various resources. Group and Class codes should only be applied to Simple resources, those resources that are bought and are defined with a letter in the resource type column. i.e. M for Material, P for Plant. Applying a class code to a complex resource such as 310 Cat 215 Excavator (Wet) would be incorrect as the cost would be captured against cost codes 360 and 401 representing the cost codes for the plant and diesel respectively.

Page 75: Candy 00 - Introducing Candy

Summarising Resources into Group and Class Codes

71

The resource analysis report must be printed to view the summaries.

Candy System Estimating Menu Reports Menu Resource Analysis Menu Bill Resource Analysis

and Select the Group Code as the summary.

Select OK and Spool the report to the screen.

The Group summary can be viewed at the bottom of the report.

The value of 108,465.00 is to be spent with Alpha Concrete Suppliers. The Undefined Resource Group of 145,463.42 represents those resources that do not have a group code allocated.

Page 76: Candy 00 - Introducing Candy

Summarising Resources into Group and Class Codes

72

Re-print the resource analysis repeating the above steps but now select the class code as the summary, i.e.

Candy System Estimating Menu Reports Menu Resource Analysis Menu Bill Resource Analysis

and Select the Class Code as the summary.

Note that the Class Code Summary at the bottom or the report, this will print the budget for the job for each of the Class codes.

Choose OK and print to

Page 77: Candy 00 - Introducing Candy

Summarising Resources into Group and Class Codes

73

Note that all the simple resources should have a Class Code allocated. A resource cannot be purchased without a cost code and likewise there must be a budget available in the cost code in order to spend against the cost code. It is impossible to allocate Class Codes to Split and Plug rates, therefore Split and Plug rates are considered bad practice. There is no Undefined Class Codes, therefore all Simple resources; those resources that are bought have a Class (or cost) code allocated.

Note that the Plug and Split rate totals are printed separately. We do not know to which Class or combination of Class codes to allocate the Plug and Split amounts, hence Plug and Split rates are undesirable when implementing proper cost control.

Page 78: Candy 00 - Introducing Candy

Summarising Resources into Group and Class Codes

74

15.1 Class and Group Code Audit Reports To list those resources that contribute to a particular class code try printing the following report:

Candy System Estimating Menu Reports Menu Resource Analysis Menu Resource Analysis by Group/Class

and select Sort by Class. This will print the resources out in Class Code order. Entering a class code in the sieve will print out only those resources that have been allocated that particular class code.

To list the bill items that contribute to a particular resource class print the following report:

Candy System Estimating Menu Reports Menu Housekeeping Reports Menu Tracers

Select the Class Code, enter class code 401, and spool the report.

Page 79: Candy 00 - Introducing Candy

75

16. Controlling Labour and Plant

using Task Codes

The Class Code provides resource-based control for managing fixed resources such as Materials. The Class Code will provide limited control to productive resources such as Plant and Labour but is not ideal. The engineering site staff will require the Labour and Plant allowable in more detail typically the allowable per Task completed on site.

CCS provides a simple method of summarising the Bill items into Tasks. The allowable for each bill item is broken down into the various Resource Types, so we immediately have the Labour and Plant allowable for each Task, the exact information required to control the productive resources.

The Task Code is used to implement Functional Control on the Job. The Task Code summarises bill items into categories of Function or Activity. The key is to summarise items with similar production, e.g. bulk earthworks items would be summarised separately to hand excavation. We would use machines for bulk earthworks and labour for hand excavation. By summarising items with like production we are summarising items with like resources and therefore like cost sensitivity. If our machine is not being used effectively, it is costing a lot more than if our labour is not being productive. We would have different controls on our plant versus our labour.

The Task Codes must be defined before allocating them to the Bill items. Click the “Balls” to enter the definitions menu and enter the following Task Code Definitions.

Task Codes may be summarised into Task Code headings. The level column represents the heading level from level 9 to level 1. Therefore, the reinforcing Tasks of Mesh and High Tensile Bars may be summarised into the level 2 heading Reinforcing. Note the m2 quantity of mesh must be factorised by 0.004 to calculate the Tonnes of reinforcing. The reinforcing Heading is further summarised into the level 1 heading Concrete, Formwork and Reinforcing.

The Task Code accumulates the amount of Money and Quantity, therefore each Task Code must have a unit.

Page 80: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

76

The Task Code column must be displayed in order to allocate the codes to the Bill Items. Candy System Estimating Bill of Quantities and enter a new 2 digit code and description i.e. 07 TASK CODE ALLOCATION

Place the cursor on the new entry and press Enter, then Alter Layout .

Add the Task Code and Task Quantity Factor columns and .

Page 81: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

77

The Task Code accumulates the amount of Money and Quantity, the Task Factor column is used to determine the quantity that will be added together for each Task code. If the unit of the Bill item is the same as the Task code then a factor of one is used.

There may be instances where the unit of measure of the bill item may be different to the unit of measure of the Task Code. For example, we may have a bill item measured in linear metres of formwork, yet the bill item has a Task Code with a unit of measurement of m2 so we apply a Task factor to factorise the Lm to m2. By using a Task factor of 0.00, the money will be included but not the quantity, for example we may wish to add the cost of wood float finish to Task Code Concrete in Ground Slabs but we only require the quantity of the Concrete in Ground Slabs and not the quantity of the wood float finish. Allocate Task codes and factors to each of the bill items.

Page 82: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

78

An OpCode may only have one Task Code; if an OpCode is used in many places within the bill document it will have the same Task code in each place.

In order to calculate the Task Code summary no Plug rate items may exist in the job. Page 1 / Item A Clear Site was priced using a Plug rate, so we must convert the plug rate to at least a Split rate.

Click on the “Bill” icon to return to the pricing layout of the bill of quantities, Enter 10.00 in the Plant resource Type column for Page 1/Item A to convert the pricing of this item from a Plug rate to a split rate.

Click on the Project Analysis icon.

Page 83: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

79

Press Update ex Candy , and then select Task Codes and OK.

Note that the Total Quantity, Amount and derived rate is calculated for each Task Code. When finalising a tender if the derived rate is much lower or higher compared to previous tenders then the relevant items can be investigated for possible errors in the pricing worksheets.

The total allowable for the Labour is calculated for each Task Code, i.e. The Labour allowable for placing concrete in Foundations is 2948.00. Once progress quantities have been entered for each bill item, the total Labour allowable amount for each Task code is calculated and should be reconciled back to the total Labour cost for each Task Code.

Clicking the Split rates or Split amounts toggles between displaying split rates and split amounts for each of the Task Codes.

Page 84: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

80

Note the derived Labour rate to place 1m3 of Concrete in Foundations is 14.74 per m3, if the concrete team on site has poured 10m3 then you should not have spent more than 10x14.74 = 147.40 on the Labour team.

The site clerk will allocate the Labour team’s cost to the relevant Task Codes which should be reconciled to the Labour allowable based on the work that has been completed on site.

A similar approach should be followed to control Plant.

Totals for Task code headings may be displayed by placing the cursor on the heading and pressing Ctrl–Up and Down Arrow

The Task Code reports are printed by selecting Candy System Estimating Menu Reports Menu Project Codes Menu Project Codes report

Select Task Code as the Primary code and None as the Secondary code and click OK.

Page 85: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

81

Select Bill and Summary, Nett rate and Spreadsheet format and click OK

The bill items are printed in Task Code order with a total for each Task Code.

Page 86: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

82

Try printing the total quantity for each Task code by selecting Candy System Estimating Menu Reports Menu Project Codes Menu Project Codes Quantity Summary

Select Task Code as the Primary code and None as the Secondary code and click OK.

A complete resource analysis for each Task Code may be printed with totals for each Class Code per Task Code.

Try printing the Task Code resource analysis by selecting

Candy System Estimating Menu Reports Menu Project Codes Menu Project Codes Resource Analysis

Select Print Codes separately and Summary by Class Code.

Page 87: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

83

Select Task Codes as the Primary code and None as the Secondary code and click OK.

The full resource analysis is printed for each Task Code. The resources are also summarised into their relevant Class codes.

Each of the above reports can be printed based on the progress quantities, i.e. the allowable per Task code to date to compare to the actual costs incurred to date.

Page 88: Candy 00 - Introducing Candy

Controlling Labour and Plant using Task Codes

84

Page 89: Candy 00 - Introducing Candy

85

17. Valuations

The only difference between Estimating and Valuations is the Quantity columns that the User can select when altering the bill layout. When printing reports from the valuation menu the user must specify on which quantity the report must be based.

There are three primary progress or measurement quantities available in the system.

Actual Quantity This quantity is used to record how much work has Actually been done against bill items. Think of it as an Internal quantity.

Claimed Quantity This quantity is used to record how much you are Claiming in an application for payment. Think of it as an External quantity.

Paid Quantity This quantity is used to record how much the client has Paid you.

There are two additional quantities, the Billed Quantity and the Final Quantity. Select Candy System Valuations Menu Valuation Bill

Enter a new 2-digit code 04 BILL ACTUAL CLAIMED PAID FINAL and Enter, and then Alter Layout and unselect the previous quantities on the right and select the following columns.

The last two selected columns are Current Actual Quantity as a percentage of Billed and Current Actual Quantity as a Percentage of Final.

Store the document with the .

Page 90: Candy 00 - Introducing Candy

Valuations

86

Now select 04 BILL ACTUAL CLAIMED PAID FINAL

The Billed quantity will normally be used for the first Final Value projection and as a starting point can be copied to the Final quantity column. This should be done at the start of a new job.

Candy System Valuations Menu Housekeeping Menu Transfer Qty to Final Qty

Select the Billed Quantity and select Yes to confirm the transfer.

The final quantity can be adjusted to suit the new final without affecting the billed quantity. Increase the final quantity for item A and B.

Enter the progress quantities as displayed below. Entering the Actual quantity automatically updates the claimed and paid quantity columns. The claimed quantity can be updated to reflect over claims.

Page 91: Candy 00 - Introducing Candy

Valuations

87

Note the percentages are updated as the quantities are entered, alternatively the percentages could be entered which would then generate the quantities.

Press Next page and enter 20% complete for each of the metalwork items.

The Claimed quantity can now be updated to represent the quantity that is going to be claimed from the client as follows.

Progress the concrete items on page 3.

Page 92: Candy 00 - Introducing Candy

Valuations

88

Print the following Valuation Reports from the Reports Menu Candy System Valuations Menu Reports Menu

Interim Payment Claim Select Sell Rate. This report is always based on the Claimed Quantity.

Valuation Listings Select Nett rates, OK, Actual Quantity.

Valuation Resource Analysis Select Analyse to level 9, Analyse by pages, select all pages, Break down root complexes, summary by class code, OK, Actual Quantity.

Project Codes Menu Project Codes Report

Select Task code as Primary Code and Secondary Code as None. Select Actual Quantity, Bill and Summary, Nett, Spreadsheet format.

Valuation Resource Analysis. Note that the class code summary, which is the budget to date for each cost code; this must be reconciled to the accounting systems cost to date for each of the cost codes.

Try a Valuation Trade Total Display selecting <Shift> , select Actual Quantity and Nett.

Progress to next valuation by Candy System Valuations Menu Valuation Set Up Menu Set Up Next Valuation

Page 93: Candy 00 - Introducing Candy

89

18. Allowable and

Cost Reconciliation

While the CCS System is not a costing and accounting system as such, there are various facilities in the system which can be used to assist the post tender user in preparing Project Operating Statements, Cost / Value Comparisons.

Print the Allowable to Date for each Class Code - Valuation Resource Analysis

Candy System Valuations Menu Reports Menu Resource Analysis Menu Valuation Resource Analysis

Select Summary by Class Code

Page 94: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

90

The total allowable to date is 127957.26 and the allowable to date for class code 503 Readymix concrete is 75925.50.

These figures must be reconciled back to the delivered cost to date. The allowable Cost Reconciliation can be completed in Candy using the Cost Reconciliation facility.

Page 95: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

91

We will use a CCS standard template document to reconcile the allowable and cost.

Candy System Valuations menu Cost Reconciliation Template documents

Templates are global documents that are available in any CCS job. The user should move the relevant template document to the job’s Cost Reconciliation documents area. When the job is backed up, CCS only backs up the job’s CostRec documents and not the template documents.

Place the cursor on 02 Cost Reconciliation by Resource Class and press Ctrl-R to recall the document, then place the cursor on 04 Cost Reconciliation by Task Code and press Ctrl-R to recall the document.

Return to the job’s CostRec documents with Candy System Valuation menu Cost Reconciliation CostRec documents.

Press Shift-Ctrl-R to drop the documents into the job’s CostRec document area.

Now choose the Cost Reconciliation by resource class code.

This document can be configured by the user to suit individual requirements.

Page 96: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

92

Press Access to Candy Configure

The Class Code will be imported into column 1, the cost from the materials received will be imported into column 3 and the allowable from Candy into column 8. Click OK.

Now press Import values .

The allowable from Candy is imported into the computer allowable column 8.

The Cost in column 3 can be entered manually, imported from an external Site Costing system or imported from the CCS Materials received. We are going to import the costs from the CCS Materials Received System.

Page 97: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

93

From the main menu choose Materials Received Global Definitions Cost Codes

Press Import Codes.. Class Codes .

Now select Materials Received Material Input.

Each CCS job could have a number of Material or other cost databases in the material received system.

Select Materials Form.

Page 98: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

94

Now enter the following delivery note.

Press Store & Next .

A warning message will be displayed as the materials received has never stored an entry for Alpha Concrete and this new supplier must be added to the Master Supplier List, a similar message will appear for adding the Material description to the Master material description list.

Confirm adding these entries to the master list by choosing Yes on both warning messages.

Page 99: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

95

To view the entry in list format use Materials List

Entries can be completed on the materials form or the materials list. Enter the next concrete delivery as displayed below.

Once a delivery has been finalised with Head office accounts, the Uncosted Amount can be transferred from the Uncosted to the Costed Amount column using Line Markers Costed . Transfer the first Readymix concrete entry for Delivery Note 12345 from Uncosted to the Costed Amount column.

Return to the Materials Received Manager.

Page 100: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

96

Select Cost Code List

Press Import Codes Class Codes .

Confirm by choosing Yes.

Press Update Totals

The Total Cost of 2880.00 is the delivered cost that should be reconciled to the Allowable to date.

Return to the Candy Cost Rec Documents:

Candy Valuations Cost Reconcilation CostRec Documents Cost Reconciliation by Class

Page 101: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

97

Press Access to Candy Import Values .

Select Ledger from Materials received and click OK.

Click Yes to confirm the import of cost.

Click to confirm the import from the First Material Database only.

Click Yes to confirm the cost import from materials received.

The cost from the Materials Received can now be reconciled to the Allowable from Candy. Obviously on a live job there would be more cost entries to reconcile to the allowable. The full functionality of the Materials Received System is documented in the Materials Received manual.

The Labour Allowable should be reconciled to the Labour Site Cost using the Task code.

Page 102: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

98

Select the Cost Reconciliation by Task Code.

Candy System Valuations menu Cost Reconciliation CostRec Documents and then Cost Reconciliation by Task Code.

Press Access to Candy Configure .

Ensure that you select the Resource Type L for Labour only. When we import the allowable, this will ensure that the Labour allowable is imported only. The cost for each Task code can be entered in column 3 manually or imported from an external file which should contain the Task Code, Description and Cost. Click OK.

Now use Import values to import the Labour Allowable for each Task Code.

Page 103: Candy 00 - Introducing Candy

Allowable and Cost Reconciliation

99

Now the Labour Cost for each Task Code can be entered in Column 3.

Note the -1440 loss on Labour in cost code 0110 Excavation, the Site Team can now take action to deal with the losses on labour. A similar approach should be taken to reconcile Plant.

If the labour cost is available electronically from a Labour Site Costing system, the figures can be imported into Candy by pressing Import values .

Select Ledger from External file and click OK.

Simply point to the file that contains the Task Code and Labour Cost cumulative to date and click Start Import.

More information on configuring Cost Reconciliation documents can be found in the CCS training manual in the section covering Site Costing.

Reconciling using the Class code and Task code should provide adequate control on site for the job’s fixed and variable resources.

Page 104: Candy 00 - Introducing Candy
Page 105: Candy 00 - Introducing Candy

101

19. Subcontract Liability

This module allows you to monitor and control subcontractors.

Candy System Valuations menu Subcontract Liability Subcontract liabilities

Enter a two digit code 01 Smith Metalworks and Enter to display the document.

Use More keys Import from BOQ to complete the import document.

We only wish to import the Metalwork items and the subcontract component of the rate only. Section Headings can be imported into the Sub Contract Liability.

Page 106: Candy 00 - Introducing Candy

Subcontract Liability

102

Press More keys Update qty(1)

and confirm the import of the Actual Quantity from the bill into the subcontract liability document.

Copy the rates and quantities from column (1) to columns (2) and (3) using Copy rates Copy quantity

The Paid to subcontractor (2) quantity column should be updated to reflect the quantities you intend on paying the subcontractor.

Page 107: Candy 00 - Introducing Candy

Subcontract Liability

103

The total liability of 1475.00 generated by the difference between Due to subcontractor (3) and Paid to subcontractor (2) can be viewed.

A subcontract certificate can be printed using More keys S/C certificate .

The above process can be repeated for each subcontractor.

A subcontractor summary can be viewed using the subcontract schedule. Select Candy System Valuations Menu Subcontract liability Subcontract Schedule and Update .

Page 108: Candy 00 - Introducing Candy
Page 109: Candy 00 - Introducing Candy

105

20. Forecasting the Candy

BOQ using SitePlan

Bill items in a Candy estimate can be linked to the activities in a SitePlan program. Once the link is established, a time-based forecast of cost, value, resources or quantities from the estimate can be analysed using the facilities in SitePlan.

The simplest approach is to use the Candy Bill of Quantities when creating the Program. The Bill section headings are imported as activities into SitePlan and the Bill items in the section are linked to these activities. Where a well-structured Bill of Quantities exists, this provides a good platform from which to build the program. After the creation stage, it is a normal SitePlan Program and can be adjusted as required.

From the main menu select SitePlan

Page 110: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

106

Many SitePlan Programs can exist in one CCS Job.

Press New program .

Change the Program name to read Tender Program and click OK.

With Tender Program selected, click on

The View Manager is similar to Candy Scrollers where the user creates views of the data on this computer by hiding and un-hiding column.

Page 111: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

107

Select view 1.1. Standard Barchart.

The Standard Barchart layout is displayed with the Activity Number, Description, Duration and an area to draw the Activities.

To import the Bill, press: Tools.. More Tools.. Candy tools Import Candy bill

We are going to create activities using the Bill of Quantities section headings. A typical Bill has too much detail for each bill item to be an activity so rather import the headings above bill items and click OK to confirm the import.

Notice each bill section heading is used to create an Activity of 5-day duration starting 5 days into the job.

Page 112: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

108

Change the duration of each of the Activities by clicking to the right of the activity, hold the left mouse button down and increase the activity duration. Clicking to the left of the Activity allows the user to change the starting position of each activity.

Now select view 5.2 Barchart with BOQ Allocations

Each activity is displayed with the Bill of Quantities item that has been allocated to the activity. The white bar within the red bar demonstrates where over the activity the bill item has been allocated.

Page 113: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

109

Change the spread of the Bill items on page 1 over Activity A000 Excavation by clicking within the Activity and dragging the white allocation bar to the displayed positions.

Page 114: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

110

Now select view 6.1 BOQ with Budget Forecast

Page 115: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

111

The Forecast Bill of Quantity amounts are now displayed across the SitePlan time.

To view the Candy resource forecast per bill item, select view 6.2 BOQ with Resource Usage Forecast

To view the Class Code budget forecast, select 6.5 Class Code Budget

Click Re-do analysis to view the totals.

Return to the view 1.1 Standard Barchart

Page 116: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

112

Press:Histograms.. Candy resources

Select the Candy resource code 200 Unskilled lab all in and click OK.

Page 117: Candy 00 - Introducing Candy

Forecasting the Candy BOQ using SitePlan

113

The Candy Unskilled labour Histogram is displayed.

Histograms can be printed based on Usage or Value.

Users should refer to the SitePlan manual for additional SitePlan features and using the Candy / SitePlan link facilities.

Page 118: Candy 00 - Introducing Candy
Page 119: Candy 00 - Introducing Candy

115

Special Items

Create a new job and recover the CCS Demonstration job. This job contains examples that correspond with the CCS Candy Manual. The following topics are covered in detail in the CCS Manual or alternatively selecting the help system and using the search words listed.

No Specialised items Manual page Help search word

Philosophy of coding

1 Trade Definitions + OpCode Structure 1.06 Definitions, trade

2 Resource Type Definitions + Resource Coding Structure 1.07 / 6.01 Definitions, resource types

Configuring a new job

3 Candy Control Settings 1.02 Control 4 Item re-numbering 1.03 / 21.11 5 Inserting and deleting pages 21.10 Delete, bill pages

Bill input

6 Re-ordering bill Items 7 Copying bill items 8 Delete un-used OpCodes 21.15 OpCode, delete 9 Quantity Calculation Sheets 25.06 Quantity calculation sheets 10 Recall Stacks 2.04 Recall, copying, bill items 11 Alt-Documents 2.06 Alt, copying, bill items 12 Altering description of master to suite job 2.08 13 Bill page copy 2.07 Copying, bill pages 14 Selecting a master 1.01 / 8.02 Master, changing 15 Copying items from the master 8.03 OpCode, master copy 16 Re-coding OpCodes 8.03 OpCode, re-coding

Pricing

17 Ctrl-up/down arrow while on worksheet 8.10 Worksheet, copy resources to 18 Alt documents while on worksheets 8.09 / 8.13 Worksheet, create resource on 19 Create a resource while on a worksheet 8.14 Worksheet, calculations 20 Extra over items 21 Display context of bill item 22 Appending and shift append 8.08 Copying, worksheets 23 Switches with global variables 8.21 Variables, definitions 24 Macros 8.15 Macro bills

Sub-contract adj. tools

25 Spread of additional amounts 9.12 Subcontract adjudication utilities

26 Unlinked items 9.12 Subcontract, adj about bill items import

27 Quantity difference 9.04 Quantities, update

Page 120: Candy 00 - Introducing Candy

116

subcontract adj 28 Sub contract adjudicator notes 9.09 Notepads 29 Sub contract database 10.01 Subcontract database

30 Letters 10.03 Subcontract adjudication, enquiry

31 E-mail enquires to sub contractors 10.08 Subcontract adjudication, enquiry

Material adjudicator

32 Material suppliers and database 11.01 / 12.01 Material adjudicator

Resource facilities

33 Taxes, currencies and base to final 1.09 / 7.08 / 23.01 Tax, about 34 Attributes column 6.07 Resource, about 35 Production 24.00 Production 36 Resource levels and viewers 6.07 Resources, viewer

Mark-up

37 Preserve flags 13.04 Mark-up, trade 38 Transfer risk to mark-up 13.08 Mark-up, resource type 39 Individual vs. trade mark-up 13.01 Mark-up, individual 40 Set gross total 13.04 Mark-up, set gross total 41 Applied vs. calculated mark-up 13.08

42 Selling rounding rates and multiplying rates 13.06 Rounding, selling rates

43 Projected escalation 13.05 Escalation, Projected

Trade total display option

44 Percentage on trade total display 13.07 / 25.18 Trades, reporting 45 Selling co-efficient 13.07 / 25.18 Trades, reporting

Interesting reports

46 Production report 24.03 Production, reporting 47 Currency analysis report 23.07 Currencies, reporting 48 Wastage report 8.12 / 16.10 Wastage 49 Resource tracer 16.16 Reports, Housekeeping 50 Class tracer 16.16 Reports, Housekeeping 51 Worksheet reports in general 16.10 Worksheet, reporting 52 Logos on reports and enhancements 16.01 Reports, printer, logos 53 Client bill overprinting 5.01 Client bill, overprinting

Bill summaries

54 Summary pages – collection pages 16.17 55 Report writer 17.00 Collection pages

Bill creation

56 Import bill straight into CCS electronically 2.09 / 4.00 Bill importer

57 File formats for importing from excel, Word 4.01 Bill importer, file formats

Page 121: Candy 00 - Introducing Candy

117

58 Take off and measurement 3.00 Take off

Locational control

59 Areas 27.00 Area allowables 60 Quantity Calc Sheets 25.06 Quantity

Miscellaneous items

61 Dual and multi currency 23.04 Currencies, about 62 Escalation 25.09 Escalation

63 Creating subcontract liability from adjudicator 26.04 Subcontract adjudication

items to sub liability

64 Sending items to subcontract liability 26.09 Sub contract liability, variation item

65 Cost Reconciliation 28.00 Cost Reconciliation 66 Cost allowable comparisons 28.05 Costs, comparisons

Summarise bill items

67 Bill codes 15.00 / 18.00 Bill codes 68 Task codes (Previously YAC) 15.00 / 18.00 Task codes 69 Work codes 15.00 / 18.00 Work codes

Network facilities

70 Networks 3.00 (CCS Starter Guide) Network

71 Backing up 3.00 (CCS Starter Guide) Backup

72 Backup complete job vs. Candy only 3.05 (CCS Starter Guide)

New modules

73 Indirect Cost bill 14.01 & SitePlan Manual Indirect cost bill

74 Cost Planning 20.00 Cost Plan 75 Alternative Tenders 19.00 Alternatives 76 Multi User Pricing 22.00 Multi

Candy, SitePlan, Cashflow and Materials Received Integration

77 Linking Candy BOQ to SitePlan Program SitePlan Manual

78 Importing Candy BOQ into Project Cashflow

Cashflow/ Siteplan Manuals

79 Importing Materials Cost into Candy 28.06

Page 122: Candy 00 - Introducing Candy
Page 123: Candy 00 - Introducing Candy

119

Notes

Page 124: Candy 00 - Introducing Candy

120

Page 125: Candy 00 - Introducing Candy

121

Course Evaluation We need your ideas, suggestions and constructive criticism to assist us in upgrading our training courses. Please help us by filling in this questionnaire.

Course: CG Date: Lecturer:

Please circle the appropriate answers:

1. Was the course content… a. too advanced? b. at the correct level? c. too simple?

2. Were the course notes… a. too detailed? b. insufficient? c. adequate?

3. How effective was the Lecturer? a. good? b. fair? c. poor?

4. The lectures should be… a. in more detail? b. in less detail? c. at the same level of detail?

5. The concept of each section was… a. explained clearly? b. could be in more detail? c. too vague?

6. The programme in terms of time was… a. too quick? b. too slow? c. the right speed?

7. Did you find the hands-on examples were… a. too few? b. sufficient? c. too many?

8. Notwithstanding the fact that it may not have been in your field of expertise, was the practical … a. too detailed? b. at the correct level? c. too simple?

9. Would you like to attend a future course presented by CCS? a. definitely? b. possibly? c. no?

10. Please add any comments which you feel may help us improve the course on the back of this sheet.

Thank you

Name

Company

Page 126: Candy 00 - Introducing Candy

122