Organization is a very important key to error free estimates. Accurate estimating requires an organized and consistent approach to the takeoff. When using estimating software, your takeoff and input tend to become consistent in order to match the estimating system’s layout. For instance, to match my estimating system’s layout, I organize my outlet takeoff as follows:
J-boxes
LV outlets (data, tele, etc.)
Motion sensors
Switches
Receptacles
Organizing the takeoff to match the layout of the estimating saves keystrokes and encourages consistency.
Organization can also be necessary to meet other necessities, such as the bid form, accounting or project management requirements. Estimating packages offer many ways to get and stay organized.
Let’s consider the bid form first. Most small projects do not have complex bid forms. However, as you start doing larger work, you will begin to see more complexity in the bid forms. The bid form for an elementary school may require separate numbers for each building, looking like this:
Bid Item 1 – Administration Building
Bid Item 2 – Multi-Purpose Building
Bid Item 3 – Kindergarten Building
Bid Item 4 – Elementary Building 1
Bid Item 5 – Elementary Building 2
Bid Item 6 – Site
The bid form requires that you complete an individual estimate for each of the above line items. If you are estimating by hand, this estimate would take 6 times longer than a lump sum estimate. Since a computer estimating system does the math for you, you save most of that time. The only extra work required over a lump sum estimate is making sure you input your takeoff in the proper phase.
I may need to define what an estimating phase is for some of you. Phases are called many different things in the various estimating system available today. It may be a section, breakdown, level, etc. Quite simply, it is just a way to get a sub-total for a certain part of the work. As an example, ConEst has a 4 level phase tree. It looks like this.
Phase
Sub-Phase
Level 1
Level 2
You can make use of this 4 level phase tree any way you want. This may be where your company requirements come in. Let’s say that your company wants the estimate broken down by the system and plan sheet. The bid for the school would now be broken down like this:
Bid Item 1 – Administration Building
Fixtures
Dwg E100
Dwg E101
Dwg E102
Dwg E103
Outlets
Dwg E100
Dwg E101
Dwg E102
Dwg E103
There are a lot of possibilities here. You can assume any title you want for each phase level. The following are the default phase tree names we use in ConEst.
Phase – Bid Item
Sub Phase – Building or Area
Level 1 – System
Level 2 – Drawing Number
Another type of organization these systems can provide is the availability of reports based on user defined sort keys. One example would be job costing. If your shop keeps track of field labor by categories like underground, rough-in, fixtures, etc, the estimating systems can be fine tuned to provide reports to meet these accounting requirements.
That’s it till next time. Feel free to post any questions you may have.