candy 14 - indirect costs
TRANSCRIPT
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Version - 2002 INDIRECT COSTS SECTION 14
Section 14 - Indirect Costs
An indirect costs schedule, for the pricing of internal preliminaries, can be prepared in Candy. A
standard indirect costs schedule can be kept in a master library, and copied into a new job.
The indirect costs can be reported separately or as part of the direct works.
This utility makes use of the CCS Planning System, SitePlan. Refer to the SitePlan manual for a full
explanation of the programming aspects of this section.
This section of the Candy manual contains the following topics:
Indirect costs schedule - Sheet 14.01 to 14.03
Unit table - Sheet 14.03 to 14.04
Copy indirect costs from a master - Sheet 14.04 to 14.06
Indirect costs program - Sheet 14.05 to 14.08
Reporting - Sheet 14.08 to 14.10
Copy indirect costs to bill - Sheet 14.11
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Version - 2002 INDIRECT COSTS SHEET 14.01
Indirect Costs Menu
The Indirect Costs Menu is located within the
Estimating module of the CCS System.
From the CCS Menu follow the path Candy
System to Estimating to Finalisation to
Indirect Costs and select View Manager.
The View Manager is displayed.
The closed books represent groups of
views, and may be opened or closed by
Double Clicking on the book symbols, or by
using Ctrl+Down/Up-arrow.
There may already be some views set up on
your computer, some of which are loaded
with a new system installation.
There is some Indirect Costs layouts set up
already - these are the default layouts, which
are installed with the CCS System.
Select an appropriate layout.
Note: Refer toCandy Manual Section 7
Scrollers & View Managerfor more
information aboutView Manager. The view
manager may also be called up by using the
button on the Candy toolbar.
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Version - 2002 INDIRECT COSTS SHEET 14.01
New Indirect Costs Schedule
The first time that any indirect costs
document is accessed, a selector is
displayed with the following options:
Copy from master and clear quantities
- Select this option to copy an indirect
costs schedule from the current master
into the current job, excluding the masterquantities.
Copy from master and preserve
quantities - Select this option to copy an
indirect costs schedule from the current
master into the current job, including the
master quantities.
Create a new document - Select this
option to create a new indirect costs
schedule in the current job.
Select the required option and use the
button.
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Version - 2002 INDIRECT COSTS SHEET 14.02
Create a New Indirect Costs Schedule
Select the option Create a new document
and use the button.
The new indirect costs program settings
document is displayed.
Use the button to set the week start dayand the button to set the working days per
week.
Use the button to display the scrollingcalendar, on which the start date for the
indirect costs schedule may be selected.
Use the button to create the new
indirect costs schedule.
Simple Indirect Costs
Indirect Costs may be prepared without
using the programming aspect of the system.
From the View Manager select an
appropriate layout, for example, CCS
standard view 3.2 - Simple Indirects.
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Version - 2002 INDIRECT COSTS SHEET 14.03
Section Headings
Section headings may be created in an
Indirect Costs schedule in order to arrange
items into logical groupings.
Create a section heading by entering a
number in the T(ype) field, followed by an Op
Code and a Description.
The number in the T(ype) field defines that
section heading's position in a hierarchy,
where a level 0 is the most senior level and
a level 9 is the most junior level in the
hierarchy.
Note: Section headings may be created
between existing items. Position the cursor
immediately below where you wish to create
a section heading and use Ctrl+Ins(ert) to
insert a blank line.
Indirect Costs Items
Indirect Costs Op Codes may be created
manually or copied from a master.
Op Codes that are not time related may be
created simply by entering the required
information, in this example, Op Code,
Description, Number and Unit.
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Version - 2002 INDIRECT COSTS SHEET 14.03
Unit Table
Op Codes that are time related must have
their units defined as such before adding
such Op Codes to an indirect costs schedule.
Use the softkey to display the
Indirect Costs Utilities menu.
Select the option Unit Table and use the
button.
Note: The unit table may be accessed by
Double Clicking in the unit column.
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Version - 2002 INDIRECT COSTS SHEET 14.04
The Unit Table is displayed.
Each time unit must be entered in the Unit
column, with the number of working days for
each defined unit entered in the Days/Unit
column.
Note: The time units are not case sensitive.
Entries are sorted automatically on the unit
column.
If a unit is deleted, no check is made to
determine if it is used in the indirect costs
schedule. Any items that do use a deleted
unit have their time column blanked out and
are effectively converted into non-time
related items.
Op Codes that are time related may becreated simply by entering the required
information, in this example, Op Code,
Description, Number, Time and Unit.
Note: The Op Codes in an Indirect Costs
schedule can be priced in exactly the same
way as those of measured works items.
Refer toCandy Manual Section 8 - Pricing
for a complete explanation of the different
pricing methods which can be used in
Candy.
Copying Items From a Master
You can copy Op Codes from either the Job
or the Master byDragging and Dropping.
Call up the Master Op Code list by using the
button Shifted.
Select the Op Code(s) that you wish to copy
into the job by using Shift+Left-click to select
the start and end of a range, and/or Ctrl+Left-
click to select non consecutive Op Codes.
Notice that the cursor line is highlighted in a
different colour than previously.
Left-click on and drag any selected line onto
the indirect costs schedule.
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Version - 2002 INDIRECT COSTS SHEET 14.05
Drop the selected Op Codes onto any line.
The Op Codes are copied onto the indirect
costs schedule.
Note: If you drop an Op Code onto an
existing item it always inserts it as a new
item.
Alternate documents may also be used tocopy items from an Op Code list to the
indirect costs schedule.
Refer toCandy Manual Section 2 - Bill
Creationfor more information about using
alternate documents to copy Op Codes.
Indirect Costs Program
Indirect Costs may be prepared using the
programming aspect of the system.
From the View Manager select an
appropriate layout, for example, CCS
standard view 3.1 - Indirect Costs.
The items in the Indirect Costs schedule,
which we created earlier in this section, have
created a program.
The bars that are striped red, with the stripesangled backwards, are time-related items.
Those that are striped blue, with the stripes
angled forwards, are non-time related items.
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Version - 2002 INDIRECT COSTS SHEET 14.06
Activity Editing
The duration of an activity can be altered on
the screen barchart.
Position the mouse cursor immediately to
the right of an existing bar. The symbol
appears.
Left-click and Hold Down the mouse button.
Drag the mouse to the right to increase the
activity duration or to the left to decrease the
duration.
A panel appears which displays the
Previous Duration and the CurrentDuration
of the activity that is being altered.
Continue dragging the mouse to the
required duration for the activity. At this point
release the mouse button.
The position of an activity can be altered on
the screen barchart.
Position the mouse cursor immediately to
the left of an existing bar.
The symbol appears.
Note: If the symbol appears red, it
indicates that the start of the bar is
determined by the network logic, and cannot
be moved manually.
Altering the duration of t ime related items
alters the amount of money against those
items. Altering the duration of non-time
related items does not alter the amount of
money against that item.
Moving the position of an item alters the
distribution of the money over time.
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Version - 2002 INDIRECT COSTS SHEET 14.06
Copy Indirect Costs From a Master
One approach that can be taken in the
Master Indirect Costs schedule is to have a
priced item for all the things that are l ikely to
be provided, only entering aNumberand
Timewhen it comes to pricing a specific job.
Taking the approach that is described above
you can now scroll through the Indirect Costsschedule, entering a Number and a Time for
those items which are required on this job.
When you access the indirect costs for the
first time in a job, select the option Copy
from master and clear quantities and use
the button.
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Version - 2002 INDIRECT COSTS SHEET 14.07
Change Start Date
The complete indirect costs schedule,
including the program, is copied from the
master.
All the Number values are blank.
The start date, which is copied from the
master program, requires to be altered toreflect the start date for the current job.
Use the softkey to display the
Indirect Costs Utilities menu.
Select the option Customise Program and
use the button.
The Program Settings document is
displayed.
On the Start Date tab you can change thestart date for an existing program.
Change the current start date - Selectthis option and use the button to
display the Scrolling Calendar, on which
a date may be selected, or enter the new
start date in the field.
When changing the program start date, it is
possible that there are existing scheduled
dates that occur prior to the new start date.
The following options are available:
Keep dates fixed - Select this option tomaintain existing scheduled dates that
are later than the new start, while
moving earlier dates to after the new
start.
Move dates relative to new start date -Select this option to move all scheduled
dates, maintaining the same working
day number in the calendar.
Use the button.
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Version - 2002 INDIRECT COSTS SHEET 14.07
The bars for the items in the Indirect Costs
schedule are initially open when they are
copied from the master. This indicates that
they are not used in the current job.
Enter values as required in the Number
column.
As soon as you do this , the bars are
coloured either red, to indicate time-relateditems, or blue to indicate non-time related
items.
The nett rate is also completed by the
automatic copying of the worksheet for each
Op Code from the master.
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Version - 2002 INDIRECT COSTS SHEET 14.08
Using Tied (Hammock) Activities
It is possible to create a summary
construction program, which ties to the start
and end of time-related indirect costs items.
In this example, the top part of the indirect
costs schedule is a summary construction
program.
There are links to the start and end of
specific indirect costs bars. The indirect
costs items that use this linking mechanism
are indicated by the letter T in the T(ype)
column.
Setting up the indirect costs schedule in this
manner allows for quick what-if? situations
to be assessed by altering the duration
and/or sequence of the summary
construction program.
Indirect Costs Trade Totals Display
A Trade Totals Display of the Indirect Costs
can be produced.
From the Indirect Costs menu select Indirect
Costs Total Display.
Alternatively, from theCCS Menu follow the
path Candy System to Estimating to Candy
Query and select Trade Totals Display.
A selector is displayed; the options for which
are explained in Candy Manual Section 8 -Pricing.
Select the required options and use the
button.
Note: A Trade Totals Displaymay also be
obtained by using the button.
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Version - 2002 INDIRECT COSTS SHEET 14.08
This is an example of an Indirect Costs nett
trade totals display.
In this example, the Indirect Costs Op Codes
have only one trade.
Multiple trades can be defined for Indirect
Costs, subject to the overall maximum of 52
trades in any given job.
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Version - 2002 INDIRECT COSTS SHEET 14.09
Indirect Costs Resource Analysis
The resources that have been used to price
the Indirect Costs items can be analysed
and quantified.
Because the same list has been used to
price the measured works, an overall
resource analysis can be obtained.
Use the softkey to display the
Indirect Costs Utilities menu.
Select the option Resource Analysis and
use the button.
Note: This analyses only those resources
used to price Indirect Costs items.
The same report is available from theCCS
Menu. Follow the pathCandy Systemto
EstimatingtoReportstoResource
AnalysisandselectIndirect Costs
Resource Analysis.
A selector is displayed; the options for which
are fully explained in Candy Manual Section
16 - Reporting.
Select the required options and use the
button.
The standard print screens follow, from
which you can Print, Preview, Spool or
Export the report.
Note: Most of the standard reports, which are
available in the Candy System, have anoption to include the indirect costs.
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Version - 2002 INDIRECT COSTS SHEET 14.09
Indirect Costs Report Manager
All program related reporting in the indirect
costs is done through the report manager. A
selection of standard reports is available,
any of which may be adapted to suit your
specific requirements.
Use the softkey to display the
Indirect Costs Utilities menu.
Select the option Report Manager and use
the button.
Note: Report manager is also available from
the Indirect Costs menu.
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Version - 2002 INDIRECT COSTS SHEET 14.10
The report manager selector consists of two
sets of reports. Use the button to
switch between the two sets of reports.
Program reports - Any reports that are
set up in the program reports area are
only available to the Indirect Costs
schedule in which you are currently
working, however, they are backed up as
part of a Candy or Complete Jobbackup.
Global reports - Any reports that are set
up in the global reports area are
available to All Indirect Costs schedules
on your computer, however, they are not
backed up.
Report information - The reportinformation panel displays various set
up data and information from the details
sheet for the report on which the cursor
is positioned.
Each of the two areas, that contain reports,contains one or more books. These books
represent headings or groupings of reports.
Any report may be copied between the
program reports and global reports area by
using Windows copy and paste keystrokes
Ctrl+C and Ctrl+V. A report may be deleted by
using Ctrl+Del(ete).
To add a new report or report heading to
either the Program Reports orGlobal
Reports area, position the cursor in the area
and use the softkey.
The list of CCS standard reports is
displayed.
Select the required report on which to base
the new report and use the button.
A new report is added to the report group.
Over type the default report name with your
own description and hit Enter.
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Version - 2002 INDIRECT COSTS SHEET 14.10
Further softkeys on the program manager
selector have the following functions:
- For inserting a cover page report
on the report manager.
- For inserting a new report or report
heading on the report manager.
- For copying a report and all the
settings of that report.
- For changing the name of a report
or report heading.
- For editing the report settings.
- For printing a report or group of
reports.
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Version - 2002 INDIRECT COSTS SHEET 14.11
Copy Indirect Costs to Bill
The Indirect Costs schedule can be copied
into the measured works part of the bill if
required.
From the Indirect Costs menu select Copy
Indirects to Bill Page .
A selector is displayed on which you canspecify the CCS page number, to which the
Indirect Costs items are to be copied.
Enter the required page number and use the
button.
A conf irmation message is displayed. Use
the button.
The Indirect Costs items have been copied
into the measured works bill.
Notice that the Billed Quantity has been
calculated as Number x Time x Percentage.
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