USER GUIDE Multi-User Setup Guide

USER GUIDE

Multi-User Setup Guide

2 | USER GUIDE – Multi-User Setup Guide

Copyright © 2021 by Construction Computer Software (RIB CCS)

This publication is protected by copyright, and permission must be

obtained from the publisher prior to any prohibited reproduction, storage

in a retrieval system, or transmission in any form or by any means,

electronic, mechanical, photocopying, recording, or likewise.

User Guide Reference: CAN-TCH-UG-0010

User Guide Version: 00

User Guide Date: May 2021

Information is correct as per the functionality present in

Candy V 2.01f03.5


TABLE OF CONTENTS

INTRODUCTION ................................................................................................................................ 5

General ........................................................................................................................................... 5

Multi-User Environment.................................................................................................................... 5

Design ............................................................................................................................................ 5

Terminology Used ........................................................................................................................... 6

User Details ................................................................................................................................................... 6

Protector ........................................................................................................................................................ 6

Creator........................................................................................................................................................... 6

Enrolled User ................................................................................................................................................. 6

Single-User Mode .......................................................................................................................................... 6

Multi-User Mode ............................................................................................................................................. 6

Personnel ........................................................................................................................................ 7

Setup & Permissions ....................................................................................................................... 7

Multi-User Mode: Advantages .......................................................................................................... 7

Multi-User Mode: Disadvantages ...................................................................................................... 7

SETTING UP - IT ADMINISTRATOR ................................................................................................... 9

IT Requirements .............................................................................................................................. 9

System Recommendations ............................................................................................................................. 9

IT Requirements............................................................................................................................................. 9

CREATING & SETTING UP MULTI-USER COMPANY (PROTECTOR) ............................................. 10

About the Protector ........................................................................................................................ 10

How to set up the Multi-User Company on the Protector's Computer ............................................................ 10

Create a Job in the Job Manager on Protector’s Computer ........................................................................... 14

Enrolling Users on the Protector’s Computer ................................................................................................ 16

Setting Up the User ....................................................................................................................... 19

Setup a Multi-User Folder Path..................................................................................................................... 19

Create Entries in the Company Manager ...................................................................................................... 21

JOB CREATOR ................................................................................................................................ 23

Setting User Access Permissions ................................................................................................... 23

Access a Multi-User Job ................................................................................................................ 26

MULTI-USER APPLICATIONS ......................................................................................................... 28

Estimating ..................................................................................................................................... 28

Planning ........................................................................................................................................ 29

Cash flow ...................................................................................................................................... 30

Valuations ..................................................................................................................................... 31

Subcontract Manager..................................................................................................................... 31


SINGLE USER APPLICATIONS ....................................................................................................... 31

Appendix A - Definitions & Settings available ................................................................................ 33

Appendix B - Price code columns available ................................................................................... 35

Appendix C - Resource columns available ..................................................................................... 38

Appendix D - Estimating Bill columns available ............................................................................. 42

Appendix E - Valuation Bill Columns Available .............................................................................. 47

Appendix F - Subcontract Manager Columns available ................................................................. 54


INTRODUCTION

General

Candy Data by default is setup on the local drive. This is known as a Stand-Alone Environment. Users do however have the additional option of setting up a Multi-User Environment on a Central Server over a local area network. This enables users to share data centrally and enables multiple users to price the same job simultaneously.

The Candy is a Windows desktop application and not a web application.

Multi-User Environment

The complexity and size of modern construction projects require the input from numerous estimators and quantity surveyors working simultaneously on a large bid. Often, the chief estimator will break up the workload by individual expertise, or simply by sections of the Bill of Quantities.

Within certain guidelines, the Candy system supports more than one User working in a Candy Job concurrently. This is called Multi-User mode.

When Candy is used in Multi-User mode, some functions are disabled to minimize the interference of one User's input with another's.

The current configuration allows for up to 99 Jobs to reside in the shared data area. Many Users can be Enrolled to work in this data area. A maximum of sixteen (16) Users can be assigned to one (1) Job.

The Users working in Multi-User mode should be made aware of the limitations set for the Multi-User group.

Design

In the Stand-Alone environment, the Candy data area is best located on the User's local hard drive, within a Data Area folder/Company/Job structure. This configuration maximises performance for local Users.

In the Multi-User environment, the shared data must be located on a Data Server or Network. The Data location must be available in full read and write mode to the Candy User group.

The speed and process of the Candy system, when accessing the data on the Network, is highly dependent on the capacity of the hardware infrastructure, and the number of concurrent Users to the Network.

The month end network traffic might slow down when the same Network is used for other applications e.g. Accounting.

The Multi-User shared data environment differentiates from the normal Candy data arrangement and does not follow the conventional hierarchy of the Data Path/Company Manager/Job Manager structure.

The Multi-User shared Company will be re-directed to a different location (i.e. on a server) than the current selected data path like on the computer, for the other companies in the same Company Manager as it is effectively just a Single folder (a Company) of shared Jobs.

This shared folder can be created anywhere on the LAN (Local Area Network), preferably on the fastest server.

The Candy shared folder is a Network object in the Organizational Network structure. This implies that the access to the Candy shared folder is controlled by the network administrator and only the Candy User group is given permission to connect, write, and read from this folder.

The Candy User, that is allowed to participate in shared projects, can install the Candy shared folder and connect to the designated network folder location from within the Candy Company Manager.

Candy Users that have set-up the Multi-User access will notice a Company with the Company code SHARED in their list of available Company folders. The SHARED Company is located in a folder location as directed by the User


and saved in the User's My CCS folder.

Terminology Used

User Details

Each User is required to register “User details” before using the Multi-User Login process in Candy.

The Initials entered in the User details window will be used to control access to the Multi-User facility in Candy, and for data logging.

Protector

The Protector is the person who prepares the Multi-User Company and would generally be the Chief Estimator. The Protector has the authority to:

• Setup the Multi-User Company.

• Enrol Users which allow them to log in to the Multi-User Company in the Company Manager.

• Delete any User.

• Access any Job without restriction.

• Set Job Permissions like Single or Multiuser access.

• Change the Creator of any Job.

• Promote any User as Protector. A maximum of 3 protectors are allowed.

Creator

Any User with access to the Multi-User Company, may set up a Job and that user will be the Creator of that Job. A Creator may:

• May Add new Jobs.

• Delete any of their own Jobs.

• Add and remove user access rights to their own Jobs.

• Set user access modes to Single or Multi-User mode on their own jobs.

Enrolled User

Any User Enrolled in the Multi-User Company:

• May Add new Jobs. (Enrolled users become the Creators their own jobs).

• May Access to other users Jobs only if the Creators have given them User access.

Single-User Mode

Logon in Single User mode gives full access to all areas of the Job, provided there are no other current Users in the Job. All functions and columns in Candy are available to use as per the full Candy Software Package. Refer to SINGLE USER APPLICATIONS further down in the document.

Multi-User Mode

Logon in Multi-User mode gives limited access only to Multi-User functionality. The Multi-User will only have certain columns available to use. Not all the applications within Candy are available to the Multi-User. Refer to MULTI-USER APPLICATION further down in the document.


Personnel

There are a few categories of personnel within the Multi-User design philosophy:

• An IT Administrator capable of creating and setting User access rights to a folder on a server.

• A Chief Estimator or similar senior person (the Protector) who determines which Users may be involved in Multi-User tenders.

• Senior Estimators (or Creators) of new Job(s) who determine which operators should work in each tender project.

• Operators (or Enrolled Users) with estimating skills to perform the costing of the project.

Setup & Permissions

In summary, the setup and operation of Multi-User mode is as follows:

• The IT Department sets up a folder on a LAN (Local Area Network) with the correct filing access permissions.

• The Protector sets up a Shared Company within the folder, then Enrols Users to the shared environment.

• The Users may create a New Job inside the shared Company, which makes them the Creators of the Job. The Creator grants access to this Job from the list of Users. The Protector can change the Creator if the need arises.

• A maximum of 16 Users can access the Job simultaneously.

This process assists with:

• Duplications

• Changing of information

• Collaboration between Team members

• Faster results

Multi-User Mode: Advantages

These are the advantages of a Multi-User working environment:

• The Multi-User Company and related Jobs can be centralised in one place (i.e. on a data server).

• Access to the Single Multi-User shared Company is controlled by a Administrator.

• Any of these Users can be granted access to any Job.

• These allocated Users of a Job can Login with their details, from any computer connected to the Multi-User Company’s network.

• A maximum of 16 Users can access the Job simultaneously.

• Different Estimators can price different sections of the same Job concurrently to speed up the Tender process.

• Any changes made in the Job are known to, and available for, all Users enrolled on the same Job.

Multi-User Mode: Disadvantages

There are some disadvantages to using the Multi-User working environment:

• It is important that a disciplined work method is followed by all Users for the same Job. Changes made to Worksheets, Global Variables, Resources etc. by one person, will affect the other Users Values and Rates on the same Job.


EXAMPLE: If the same Resource Rate is used in different Trades, priced by different Users; a change of this Resource Rate by one User will change the Rates of all the other Users.

• The database will not be accessible, slow down or can appear frozen for a few seconds when certain operations like the calculation of Page Totals, viewing or printing of analysis documents, etc. These operations require all the Job data compiled by all Users to generate the Values and Rates.

• The speed of the network can affect and slow down operations, when all Users are trying to access the system simultaneously; all the Job data is centralised and when multiple applications are used from the same network.


SETTING UP - IT ADMINISTRATOR

IT Requirements

System Recommendations

• Desktop Operating System: Windows 10.

• Data Server: Windows server 2012 revision 2 or later versions.

• Application Server: Windows server 2012 revision 2 or later versions.

• The Microsoft recommended combination of desktop operating system, data server & application server as well as antivirus.

• All Candy Users must have the same version installation.

• LAN quality connection.

• Wi-Fi network connections not recommended.

• Preferred file operating systems windows NTFS or later.

IT Requirements

The following is required from the IT department:

• A data folder to be created on the network where only the Candy Users working in Multi-User mode will have Read & Write access.

• RIB CCS recommends creating a workgroup for only these Users on the network.

• Once this folder is set up, note the path to this folder (i.e. \NETWORK\CCSMULTI).

• This path needs to be set on all Users' computers that will be working in Multi-User mode.

• For more technical detail on the IT requirements, please contact your local RIB CCS office.


CREATING & SETTING UP MULTI-USER COMPANY (PROTECTOR)

About the Protector

The Protector (Chief Estimator) is the person who will be in control of setting up the Multi-User Company and enrols Users, then assign Users to required jobs. Users cannot be enrolled, until the Multi-User Company has been setup.

How to set up the Multi-User Company on the Protector's Computer

To start the setup of the Multi-User Company profile on the Protector’s computer, take the following steps:

• Step 1: In Candy in the Company Manager window, select Tools > Multi-User options > Setup Multi-User shared Company.

• Step 2: Enter the Password obtained from the RIB CCS consultant.


• Step 3: Browse to the location of the Network folder, created by your IT Department.


The new Network folder path will now be allocated.

• Step 4: Enter the Login and Contact information.


• Step 5: Enter and confirm the Password, then click on OK to continue.

• Step 6: On the confirmation window, click on OK to continue.

The Multi-User Shared Company will be added to the Company Manager and will display the Code as Shared and the No. S.

The Protector will now be able to start the process of Enrolling Users to different jobs.


Create a Job in the Job Manager on Protector’s Computer

To create a Job in the Job Manager of the Multi-User Company, take the following steps:

• Step 1: Select the Multi-user Company Name, then click on Select.

• Step 2: Enter the Login details.


This will open the Job Manager window.

• Step 3: Select the New Job in the Job Manager. The default will be set on Single User, select Logon to continue.

The Candy application window will open.

By default the first Job in the Job Manager will be empty. The first person to rename and/or enter the Job in Single User Mode, will automatically become the Creator of the Job.


Enrolling Users on the Protector’s Computer

To start enrolling Users to the system, take the following steps:

• Step 1: Right click on the Multi-User Company Name, then select Add Protectors and Enrol Users.

• Step 2: Enter the Protector’s Login details.


The Enrolled Users List window will open.

• Step 3: Right click on a blank line, then select Add a New User.

The Add/Edit Shared Company User window will open.

• Step 4: Enter the Users Name and Initials, then select Save.

Add all the Users required to work on the system.

A maximum of 16 Users can be added and granted access rights to a specific Job.


The Protector can change two (2) normal Users to Protector level. A maximum of three (3) Protectors can be created. To change an enrolled User to a Protector, take the following steps:

• Step 1: In the Enrolled Users List window, right click on the Users name that needs to be changed to a protector.

• Step 2: Select Set user as Protector.

The Change Protector Status dialogue box will open.

• Step 3: Select Set as Protector.

• Step 4: Select Close to continue.


The User will now be changed to a Protector.

• Step 5: Click on Close when all Users have been added.

Setting Up the User

Setup a Multi-User Folder Path

The Multi-User folder path and access needs to be setup on each User's computer.

To start the setup on the User’s computer, take the following steps:

• Step 1: In the Company Manager, select Tools > Multi-User options > Multi-User folder path.


• Step 2: Browse to the location of Network folder, then select Open.


The new path will now reflect next to New Folder.

• Step 3: Click on OK to continue.

Create Entries in the Company Manager

Once the folder path has been created, the User can create an entry in the Company Manager.

To create entries in the Company Manager, take the following steps:

• Step 1: In the Company Manager, select Tools > Multi-User > Create entry in Company Manager.


• Step 2: A confirmation message will appear, select OK to continue.

The Company will display in the User's Company Manager.

When a new Job has been created and you access the job, you might be prompted to Select a Master before being able to continue. A few options are available at this stage, however, proceed by selecting OK. A Master may be selected at a later stage.


JOB CREATOR

Setting User Access Permissions

The first person to rename and/or enter a Job in Single User mode, will become the Creator of the Job. The Creator must give access to Users that will be allowed to work on the Job.

To set access permissions for users, take the following steps:

• Step 1: In the Job Manager, select the Job.

• Step 2: Enter the Job in Single User Mode.


• Step 3: Under the Estimating tab > Housekeeping > User access rights.

The Multi-User Access Mode window will open.

In this window there are a few different selections available, depending on what actions are required. The options available are:

1. Change to Creator

o The Protector can change a User to a Creator.

2. Add User

o This allows you to Add Users individually.


3. Remove User

o If a User is on the list that is no longer required on the Job, then the Protector can Remove the User.

4. Update Enrolled

o If Users have been added previously but are not visible on this list, then select Update Enrolled and the list will show all the User enrolled.

For this example, we are changing access permissions.

• Step 4: Next to each User, under Access Mode, select whether a User will be a Single User or Multiuser.

A Creator can grant a User full access by changing the User's mode to Single User.

• Step 5: When completed, click OK to continue.


Access a Multi-User Job

The Users that have been given access, can now start working on the Job.

• Step 1: In the Job Manager, select the Job, then click on Select.

If access was given as a Multi-User, by default, the Single User access will be greyed out.

• Step 2: Select Logon to continue.

Depending on the access rights given, a User can enter the Job only in either:

• Multi-User Mode (Restricted Access), or

• Single User Mode (Unlimited Access).


Users currently logged into the Job, will be displayed in the Shared Job Logon window.

When a User access a Job in Single User mode, no one will be able to access the Job.

When Users access the Job in Multi-User mode, others will be able to access the Job simultaneously with certain limitations to applications. To see the available columns for Multi-Users, refer to MULTI-USER APPLICATION.


MULTI-USER APPLICATIONS

Only the Candy Multi-User Application will be available for selection, to work in. The following applications are available in Multi-User Mode:

• Estimating

• Planning

• Cash Flow

• Valuations

• Subcontract Manager

Estimating

Several columns will not be available in Multi-User mode that will only be available in Single User mode. Refer to Appendix A, Appendix B and Appendix C for columns available in Multi-User mode.

Multi-user mode enables multiple users on the same bill. However only one user per page (Single page mode) is allowed on a normal bill view. A new non editable multipage view has been developed for Multi-User. To view multiple page bill do the following in any bill document. Click on View > Open full bill (read only).


Screen layout documents can be added and customised by Users in Multi-User mode, but these documents can only be deleted in Single User mode.

Planning

The Planning module must be booked out by a User. Only one (1) User at a time will be allowed to work in this module.

When accessing this application, you will be asked if you want to book it out. Select Yes or No.

If the application is available, you will be able to continue working.

If the application is not available, a message will open informing you that another User booked out the application and is not available.


When work is completed in the Planning application, you need to release Planning to make it available for other Users. On the menu bar, select Main > Release Planning.

The Planning application will Auto-Release when exiting Candy or closing the Job.

Cash flow

The Cash Flow module must be booked out by a User. Only one (1) User at a time will be allowed to work in this module.

When accessing this application, you will be asked if you want to book it out. Select Yes or No.

If the application is available, you will be able to continue working.

If the application is not available, a message will open informing you that another User booked out the application and is not available.

When work is completed in the Cash Flow application, you need to release Cash Flow to make it available for other Users. On the menu bar, select Main > Release Cash Flow.


The Cash Flow application will Auto-Release when exiting Candy or closing the Job.

Valuations

Several columns will not be available in Multi-User mode that will only be available in Single User mode. Refer to Appendix A, Appendix B, Appendix C and Appendix E to see columns available in Multi-User mode.


Subcontract Manager

Several columns will not be available in Multi-User Mode that will only be available in Single User mode. Refer to Appendix F to see columns available in Multi-User mode.


SINGLE USER APPLICATIONS

In Single User Mode all the applications will be available to use. There will be no request to book out any applications. When a Single User is in a job, no one else will be able to access the Job.

The following applications are available in Single User Mode:

• Estimating

• Planning

• Link & Forecast

• Cashflow

• Valuations

• Subcontract Manager

• Cost & Allowables

• Materials

• Drawings



APPENDIX A - DEFINITIONS & SETTINGS AVAILABLE

The following Definitions & Settings are available in Estimating and Valuations.

MAIN CATEGORY ITEM NR SUB-CATEGORY

1. Essential Definitions

1.1 Trades

1.2 Resource Types

2. Price Code Related Definitions

2.2 Work Codes

2.3 Unit Shortcuts

2.4 Global Variables

3. BOQ Related Definitions

3.1 Bill Codes (Zone Code)

3.2 VO Codes (Variation Order)

3.3 VO Approval Status

3.5 User Code 1 (User Code 1)

4. Resource Related Definitions

4.1 Cost Codes (Ledger Code)

4.2 Group Codes

4.5 Unit Conversion Factors

4.6 Production Codes

4.7 Manhour Codes

5. Miscellaneous Settings

5.5 Column Width Settings

6. My Settings

6.1 User Defined BOQ Terms

8. Work Breakdown Structure


8.1 Division 1

8.2 Division 2

8.3 Division 3

8.4 Division 4

8.5 Division 5

8.6 Division 6

8.7 Division 7

8.8 Division 8

8.9 Division 9

8.10 Division 10


APPENDIX B - PRICE CODE COLUMNS AVAILABLE

The following Price Code columns are available in Estimating and Valuations. Non-entry cells do not allow for manual entries, as it displays information calculated or supplied by the software.

MAIN CATEGORY ITEM NR SUB-CATEGORY ENTRY

AVAILABILITY

1. Price Code Properties

1.1 Heading Level

1.2 Price Code

1.3 Description

1.4 Unit

1.5 Attributes

1.7 External Hyper Links

1.8 SMM Code

1.9 Full SMM Description Non-Entry

2. Rates

2.1 Net Rate

2.2 Gross Rate Non-Entry

2.3 Selling Rate

2.4 Cost Rate

2.6 Net Split Rates

2.7 Gross Split Rates Non-Entry

2.8 Cost Split Rates Non-Entry

2.9 Split Rates as a Percentage of Net Non-Entry

2.10 Split Rates as a Percentage of Gross Non-Entry

2.11 Split Rates as a Percentage of Selling Non-Entry

3. Manhours

3.1 Allowable Manhours per unit Non-Entry

3.2 Cost Manhours per unit Non-Entry

4. Resources per Price Code

4.1 Resource Code List

4.2 Resource Type List

4.3 Resource Description List

4.4 Resource Unit List

4.5 Resource Net Rate List

4.6 Resource Cost Rate List


4.7 Resource Net Usage per unit of Price Code

4.8 Resource Net Usage *=Right Click Qty

4.9 Resource Net Waste *=Right Click Qty

4.10 Resource Net Usage Production

5. Markups

5.1 Markup

5.2 Selling / Net Ratio Non-Entry

5.3 Gross – Net Difference Non-Entry

6. Codes & Factors

6.1 Task Code

6.4 Task Quantity Conversion Factor

6.5 Trade Code Non-Entry

6.8 Work Code

7. Rates in Primary Foreign Currency

7.1 Net Rate in Primary Currency Non-Entry

7.2 Gross Rate in Primary Currency Non-Entry

7.3 Selling Rate in Primary Currency Non-Entry

8. Total Quantities in BOW

8.1 Total Bill Quantity Non-Entry

8.3 Total Bill Quantity & Unit (10m³) Non-Entry

8.4 Total Bill + Macro Quantity Non-Entry

9. Amounts using Total QTY in BOQ

9.1 Bill Net Amount Non-Entry

9.2 Bill Gross Amount Non-Entry

9.3 Bill Selling Amount Non-Entry

9.7 Net Amounts in Macros Non-Entry

10. XREF Price Code in BOQ

10.1 Bill Page & Item Non-Entry

11. Master Details

11.1 Master Description Non-Entry

11.2 Master Unit Non-Entry

11.3 Master Net Rate Non-Entry

11.4 Job or Master Net Rate Difference Non-Entry

11.5 Master Net Bill Amount Non-Entry

12. Date Stamps


12.1 Date of Net Rate Change Non-Entry


APPENDIX C - RESOURCE COLUMNS AVAILABLE

The following Resource columns are available in Estimating and Valuation. Non-entry cells do not allow for manual entries, as it displays information calculated or supplied by the software.


AVAILABILITY

1. Resources

1.1 Heading Level

1.2 Resource Type

1.3 Resource Code

1.4 Description

1.5 Unit

1.6 Attributes Non-Entry

1.7 Remark

1.9 Lookup Code

2. Rates & Rate Modifiers

2.1 Base Rate

2.2 Surcharge or Levy

2.3 Trade or other Discount

2.4 User-defined Percentage

2.5 Currency Code

2.6 Tax Codes

2.7 Final Rate

2.8 Final Rate in Primary Foreign Currency Non-Entry

2.9 Cost Rate

2.10 Cost-Final Rate Variance Non-Entry

2.11 Bid Rate (Base) Non-Entry

2.12 Bid – Final Rate Variance Non-Entry

2.13 Bid – Cost Rate Variance Non-Entry

3. Codes & Factors

3.1 Cost Code (with)

3.5 Group Code

3.7 Production Code

3.10 Production Factor

3.11 Commodity Code

3.12 User Code 1


3.13 User Code 2

4. Date Stamps

4.1 Date & Initials at Creation Non-Entry

4.2 Date of Resource Rate Change Non-Entry

4.3 Date & Initials of last change Non-Entry

4.4 Base Rate date & Initials Non-Entry

5. Resource per Complex

5.1 Resource Code List

5.2 Resource Type List

5.3 Resource Description List

5.4 Resource Unit List

5.5 Resource Cost Code List

5.6 Resource Net Rate List

5.7 Resource Net Usage List

5.8 Resource Net Amount List

5.9 Resource Cost Rate List

5.10 Resource Cost Usage List

5.11 Resource Cost Amount List

6. Usage

6.1 Bill Quantity Net Usage Non-Entry

6.2 Bill No off Quantity Net Usage Non-Entry

6.3 Final Quantity Net Usage Non-Entry

6.4 Final No off Quantity Net Usage Non-Entry

6.5 Actual Quantity Net Usage Non-Entry

6.6 Current Period Quantity Net Usage Non-Entry

6.7 Next Period Quantity Net Usage Non-Entry

6.8 Remaining Quantity Net Usage Non-Entry

6.9 User Quantity Net Usage Non-Entry

6.10 Next Period Quantity Cost Usage Non-Entry

6.11 Remaining Quantity Cost Usage Non-Entry

6.12 Final Less Bill Quantity Usage Non-Entry

7. Waste

7.1 Bill Quantity Waste Non-Entry

7.2 Bill No off Quantity Net Waste Non-Entry

7.3 Final Quantity Net Waste Non-Entry


7.4 Final No off Quantity Net Waste Non-Entry

7.5 Actual Quantity Net Waste Non-Entry

7.6 Current Period Quantity Net Waste Non-Entry

7.7 Next Period Quantity Net Waste Non-Entry

7.8 Remaining Quantity Net Waste Non-Entry

7.9 Remaining Quantity Cost Waste Non-Entry

7.10 Next Period Quantity Cost Waste Non-Entry

8. Usage Amount

8.1 Bill Quantity Net Usage Amount Non-Entry

8.2 Bill No Off Quantity Net Usage Amount Non-Entry

8.3 Final Quantity Net Usage Amount Non-Entry

8.4 Final No Off Quantity Net Usage Amount Non-Entry

8.5 Actual Quantity Net Usage Amount Non-Entry

8.6 Current Period Quantity Net Usage Amount Non-Entry

8.7 Next Period Quantity Net Usage Amount Non-Entry

8.8 Remaining Quantity Net Usage Amount Non-Entry

8.9 Remaining Quantity Cost Usage Amount Non-Entry

8.10 Next Period Quantity Cost Usage Amount Non-Entry

8.11 User Quantity Usage Amount Non-Entry

8.12 Final Less Bill Quantity Usage Amount Non-Entry

8.13 Primary Foreign Currency Amount Non-Entry

8.14 User-Defined Percentage Amount Non-Entry

9. Waste Amount

9.1 Bill Quantity Net Waste Amount Non-Entry

9.2 Bill No Off Quantity Net Waste Non-Entry

9.3 Final Quantity Net Waste Amount Non-Entry

9.4 Final No Off Quantity Net Waste Amount Non-Entry

9.5 Actual Quantity Net Waste Amount Non-Entry

9.6 Current Period Net Waste Amount Non-Entry

9.7 Next Period Net Waste Amount Non-Entry

9.8 Remaining Quantity Net Waste Amount Non-Entry

9.9 Final Quantity Cost Waste Amount Non-Entry

9.10 Next Period Quantity Cost Waste Amount Non-Entry

9.11 Remaining Quantity Cost Waste Amount Non-Entry

12. Carbon Analysis


12.1 Carbon Rate

12.2 Carbon Amount Non-Entry

13. Master Details

13.1 Master Description Non-Entry

13.2 Master Unit Non-Entry

13.3 Master Type Non-Entry

13.4 Master Date & Initials Of Last Change Non-Entry

13.5 Master Final Rate Non-Entry

13.6 Master Final Rate Difference Non-Entry

13.7 Master Usage Non-Entry

13.8 Master Usage Difference Non-Entry

13.9 Master Amount Non-Entry


APPENDIX D - ESTIMATING BILL COLUMNS AVAILABLE

The following Bill Columns are available in Estimating. Non-entry cells do not allow for manual entries, as it displays information calculated or supplied by the software.


AVAILABILITY

1. Bill Paging

1.1 Bill page number Non-Entry

1.2 Bill page & item number Non-Entry

1.3 New page number

2. Bill Items

2.1 Section header level

2.2 Item number

2.3 Description

2.4 Unit

2.5 Remark

2.6 Reference


3. Quantities

3.1 Bill Quantity

3.2 Bill Quantity & Unit

3.3 Final Quantity

3.4 Final Quantity & Unit

3.5 Bid Bill Quantity Non-Entry

3.6 Variation Quantity (Final-Bill) Non-Entry

3.7 Variation percentage (final/Bill*100) Non-Entry

3.8 Quantity Calc-sheet indicator Non-Entry

3.9 Bill nr off

3.10 Bill x nr off Non-Entry

3.11 Final x nr off Non-Entry

4. Rates

4.1 Net rate

4.2 Gross rate Non-Entry

4.3 Selling rate

4.4 Bid net rate Non-Entry

4.5 Bid selling rate Non-Entry


4.6 Net split rates

4.7 Gross split rates Non-Entry

4.8 Split Rates as a Percentage of Net Non-Entry

4.9 Split Rates as a Percentage of Gross Non-Entry

4.10 Split Rates as a Percentage of Selling Non-Entry

4.11 Bid vs Net Rate Variance Non-Entry

6. Amounts using Bill Quantity

6.1 Net Amount

6.2 Gross Amount Non-Entry

6.3 Selling Amount

6.4 Bid Net Amount Non-Entry

6.5 Bid selling amount Non-Entry

6.6 Net amount over net rate Non-Entry

6.7 Net amount x nr off Non-Entry

6.8 Gross amount x nr off Non-Entry

6.9 Selling amount x nr off Non-Entry

6.10 Net split amounts Non-Entry

6.11 Gross split amounts Non-Entry

6.12 Net split amounts x nr off Non-Entry

6.13 Gross split amounts x nr off Non-Entry

7. Amounts using Final Quantity

7.1 Final Net Amount Non-Entry

7.2 Final Gross Amount Non-Entry

7.3 Final Selling Amount Non-Entry

7.4 Final Net Amount x nr off Non-Entry

7.5 Final Gross Amount x nr off Non-Entry

7.6 Final Selling Amount x nr off Non-Entry

7.7 Variation Net Amount (Final-Bill) Non-Entry

7.8 Variation Selling Amount (Final-Bill) Non-Entry

7.9 Final Bid vs Net Variance Amount Non-Entry

7.10 Final Net Split Amounts Non-Entry

7.11 Fixed Price Profit (BillSelling-FinalNet) Non-Entry

9. Pricing

9.1 Price Code

9.2 Price Code Description


9.3 Price Code Unit

9.4 SMM Code (Standard Method of Measure)

10. Bill Item Contributions

11. Markups

11.1 Markup %

11.2 Selling Markup % (Sell/Net-1)*100

11.3 Selling Margin % (Sell-Net)/Sell*100

11.4 Selling coefficient (Sell/Net) Non-Entry

11.5 Risk as percentage of Net Rate Non-Entry

12. Price Code Cross Reference (XREF)

12.1 Cross Reference Page & Item

13. Special Rates & Amounts

13.1 Bill or Final Net Amount Non-Entry

13.2 Blank Rate Column Non-Entry

13.3 Blank Amount Column Non-Entry

13.4 Gross-Net Rate Difference Non-Entry

13.5 Selling Net Rate Difference Non-Entry

13.6 Selling Gross Rate Difference Non-Entry

13.7 Gross Net Amount Difference Non-Entry

13.8 Selling Net Amount Difference Non-Entry

13.9 Selling Gross Amount Difference Non-Entry

13.10 Selling Gross Margin Percentage Non-Entry

14. Adjusted Selling

14.1 Adjusted Rate (Sell*BillQty/Final) Non-Entry

14.2 Adjusted Amount (AdjRate*Final) Non-Entry

14.3 Adjusted Margin (AdjAmt-NetAmt) Non-Entry

15. Amended Selling

15.1 Amended Rate (Sell*BillQty/Final) Non-Entry

15.2 Amended Amount (AmendedRate*Final) Non-Entry

16. Loaded Selling

16.1 Loaded Rate (Sell*Final/BillQty) Non-Entry

16.2 Loaded Bill Amount (LoadedRate*Bill) Non-Entry

16.3 Loaded Final Amount (LoadedRate*Final) Non-Entry

18. Codes & Factors

18.1 Trade Code


18.5 Bill code (where)

18.8 Bill code quantity conversion factor

18.9 Bill code quantity (FinalQty*factor) Non-Entry

18.10 Task code (what)

18.13 Task code quantity conversion factor

18.14 Task code quantity (FinalQty*factor) Non-Entry

18.15 Work code

18.17 Element code

18.21 Subcontract Package Code List Non-Entry

18.23 User Code 1

18.25 User Code 2

18.26 User Code 3

18.27 User Code 4

18.28 User Code 5

18.29 User Code 6

18.30 User Code 7 (old WBS code)

18.31 Program Auto-Link Code

19. Work Breakdown Structure

19.1 WBS Code – All Divisions (display only) Non-Entry

19.2 WBS Code

19.3 WBS Division 1

19.4 WBS Division 2

19.5 WBS Division 3

19.6 WBS Division 4

19.7 WBS Division 5

19.8 WBS Division 6

19.9 WBS Division 7

19.10 WBS Division 8



19.13 WBS Description 1 Non-Entry











19.23 WBS Combine Description Non-Entry

27. Specials

27.1 ID of Bill Item Non-Entry

27.2 External Link

29. Primary Foreign Currency

29.1 Net Rate in Primary Currency

29.2 Net Bill Amount in Primary Currency Non-Entry

29.3 Net Final Amount in Primary Currency Non-Entry


29.5 Gross Bill Amount in Primary Currency Non-Entry

29.6 Gross Final Amount in Primary Currency Non-Entry


29.8 Selling Bill Amount in Primary Currency Non-Entry

29.9 Selling Final Amount in Primary Currency Non-Entry


APPENDIX E - VALUATION BILL COLUMNS AVAILABLE

The following Bill columns are available in Valuations. Non-entry cells do not allow for manual entries, as it displays information calculated or supplied by the software.

MAIN CATEGORY

ITEM NR SUB-CATEGORY ENTRY

AVAILABILITY

1. Bill Page Number

1.2 Bill page & item number

2. Bill Items

2.1 Section header level

2.2 Item number

2.3 Description

2.4 Unit

2.5 Reference Number

2.6 Hyperlinks Non-Entry


2.8 Remarks

3. Bill & Final Quantities

3.1 Bill Quantity

3.2 Final Quantity

3.3 Bid Bill Quantity Non-Entry

3.4 Bill Quantity & Unit (100m³)

3.5 Final Quantity & Unit (100m²)

3.6 Bill nr off

3.7 Bill x nr off Non-Entry

3.8 Final x nr off Non-Entry

3.9 Quantity Calc-sheet indicator Non-Entry

4. Rates

4.1 Net rate

4.2 Gross rate Non-Entry

4.3 Selling rate

4.4 Net split rates

4.5 Gross split rates Non-Entry

4.6 Net vs Selling Rate Difference Non-Entry

4.7 Cost Rate

4.8 Paid Rate


4.9 Bid net rate Non-Entry

4.10 Bid selling rate Non-Entry

4.11 Cost Split Rate Non-Entry

4.12 Bid vs Net Rate Variance Non-Entry

4.13 Bid vs Cost Rate Variance Non-Entry

6. Amounts using Bill & Final Quantities

6.1 Bill Net Amount

6.2 Bill Gross Amount Non-Entry

6.3 Bill Selling Amount

6.4 Final Net Amount Non-Entry

6.5 Final Gross amount Non-Entry

6.6 Final Selling Amount Non-Entry

6.7 Bid Net Amount Non-Entry

6.8 Bid Selling Amount Non-Entry

6.9 Bill Net Split Amounts Non-Entry

6.10 Final Net Split Amounts Non-Entry

6.11 Final Net Amount x nr off Non-Entry

6.12 Final Gross Amount x nr off Non-Entry

6.13 Final Selling Amount x nr off Non-Entry

6.14 Final Bid vs net Variance Amount Non-Entry

8. Pricing

8.1 Price Code

8.2 Price Code Description

8.3 Price Code Unit

8.4 SMM Code (Standard Method of Measure)

9. Actual Quantities

9.1 Actual Quantity

9.2 Actual Nr off

9.3 Previous Actual Quantity

9.4 Month’s Actual Quantity (CurActual-Previous Actual)

9.5 Next month’s quantity (estimated)

10. Amounts using Actual Quantity

10.1 Actual Net Amount Non-Entry

10.2 Actual Gross Amount Non-Entry

10.3 Actual Selling Amount Non-Entry


10.4 Month’s Actual Net Amount Non-Entry

10.5 Month’s Actual Gross Amount Non-Entry

10.6 Month’s Actual Selling Amount Non-Entry

10.7 Month’s Actual Cost Amount Non-Entry

10.8 Previous Actual net Amount Non-Entry

10.9 Previous Actual Selling Amount Non-Entry

10.10 Next Month’s Net Amount

11. Claimed Quantities

11.1 Claimed Quantity

11.2 Month’s Claimed Quantity (CurClaim-PrevClaim)

11.3 Previous Claimed Quantity

12. Amounts Using Claimed Quantities

12.1 Claimed Gross Amount Non-Entry

12.2 Claimed Selling Amount Non-Entry

12.3 Month’s Claimed Gross Amount Non-Entry

12.4 Month’s Claimed Selling Amount Non-Entry

12.5 Previous Claimed Gross Amount Non-Entry

12.6 Previous Claimed Selling Amount Non-Entry

12.7 Claimed Selling Profit (Selling-Net) Non-Entry

12.8 Month’s Claimed Selling Profit (Selling-Net) Non-Entry

12.9 Previous Claimed Selling Profit (Selling-Net) Non-Entry

13. Paid Quantities

13.1 Paid Quantity

13.2 Month’s Paid Quantity (CurPaid-PrevPaid)

13.3 Previous Paid Quantity

13.4 Outstanding Paid Quantity (Claimed-Paid) Non-Entry

14. Amounts Using Paid Quantity

14.1 Paid Gross Amount Non-Entry

14.2 Paid Selling Amount Non-Entry

14.3 Month’s Paid Gross Amount Non-Entry

14.4 Month’s Paid Selling Amount Non-Entry

14.5 Previous Paid Selling Amount Non-Entry

14.6 Outstanding Paid Net Amount (Claim-Paid) Non-Entry

14.7 Outstanding Paid Selling Amount (Claimed-Paid) Non-Entry

14.8 Paid Amount (PaidRate*PaidQty) Non-Entry


15. Derived Quantities

15.1 Variation Quantity (Final-Bill) Non-Entry

15.2 Remaining Quantity (Final-Actual) Non-Entry

15.3 Bill Outstanding Quantity (Bill-Claim) Non-Entry

15.4 Final Outstanding Quantity (Final-Claimed) Non-Entry

15.5 Requested month’s Quantity (CurClaim-PrevPaid) Non-Entry

15.6 Over Valued Quantity (Claimed-Actual) Non-Entry

16. Amounts Using Derived Quantities

16.1 Remaining Net (Net Final-Actual) Non-Entry

16.2 Remaining Selling Amount (Sell Final-Actual) Non-Entry

16.3 Remaining Net / Cost Variance (Net-Cost) Non-Entry

16.4 Cost to Completion (Cost-Final-Actual) Non-Entry


16.6 Over-valued Net amount (Claimed-Actual) Non-Entry


16.8 Bill Outstanding Selling amount (Bill-Claim) Non-Entry

16.9 Final Outstanding Selling Amount (Final-Claim) Non-Entry

16.10 Requested Month’s Selling Amount Non-Entry

16.11 Over-valued Selling amount (Claimed-Actual) Non-Entry

16.12 Fixed Price Profit (Bill Selling-Final Net) Non-Entry

16.13 Over-loaded Amount (Claim Selling-Actual Cost) Non-Entry

17. User Quantity & Amount

17.1 User Quantity

17.2 Net Amount based on User Quantity Non-Entry

23. Primary Foreign Currency

23.1 Net Rate in Primary Currency Non-Entry



23.4 Net Bill Amount in Primary Currency Non-Entry

23.5 Gross Bill Amount in Primary Currency Non-Entry

23.6 Selling Bill Amount in Primary Currency Non-Entry

23.7 Net Final Amount in Primary Currency Non-Entry

23.8 Gross Final Amount in Primary Currency Non-Entry

23.9 Selling Final Amount in Primary Currency Non-Entry

23.10 Gross Claimed Amount in Primary Currency Non-Entry


23.11 Selling Claimed Amount in Primary Currency Non-Entry

24. Adjusted Selling

24.1 Adjusted Rate (Sell*BillQty/FinalQty) Non-Entry

24.2 Adjusted Amount (AdjRate*FinalQty) Non-Entry

24.3 Adjusted Margin (AdjAmt-NetAmt) Non-Entry

24.4 Adjusted Actual Amount (AdjRate*ActualQty) Non-Entry

25. Amended Selling

25.1 Amended Rate (Sell*BillQty/FinalQty) Non-Entry

25.2 Amended Final Amount (AmdRate*FinalQty) Non-Entry

25.3 Amended Claimed Amount (AmdRate*ActualQty) Non-Entry

25.4 Amended Claimed Amount (AmdRate*ClaimQty) Non-Entry

25.5 Bill Selling Amount Less Final Amend Non-Entry

25.6 Claimed Selling Amount Less Actual Non-Entry

26. Quantity Miscellaneous

26.1 Archived Valuation Quantities

27. Quantities as Percentages of Bill Quantity

27.1 Final Quantity (Final/Bill*100) Non-Entry

27.2 To Date Actual Quantity (CurActual/Bill*100)

27.3 Previous Claimed Quantity (PeriodClaim/Bill*100) Non-Entry

27.4 Current Period Claimed Qty (PeriodClaim/Bill*100) Non-Entry

27.5 To Date Claimed Quantity (PrevPaid/Bill*100)

27.6 Previous Paid Quantity (PrevPaid/Bill*100) Non-Entry

27.7 Month’s Requested Quantity (MonthReq/Bill*100) Non-Entry

27.8 Primary Valuation Quantity (Actual or Claim/Bill*100) Non-Entry

28. Quantities as Percentages of Final Quantity

28.1 To Date Actual Quantity (CurActual/Final*100)

28.2 Primary Valuation Quantity (Actual or Claim/Final*100)

29. Markups

29.1 Markup %

29.2 Risk as Percentage of Net Rate Non-Entry

29.3 Selling Markup % (Sell/Net-1)*100

29.4 Selling Coefficient (Sell/Net) Non-Entry

31. Codes & Factors

31.1 Trade Code

31.5 Bill Code (where)


31.8 Bill Code Quantity Conversion Factor

31.9 Bill Code Quantity (FinalQty*Factor) Non-Entry

31.10 Task Code (what)

31.13 Task Code Quantity Conversion Factor

31.14 Task Code Quantity (FinalQty*Factor) Non-Entry

31.15 Work Code

31.17 Subcontract Package Code List Non-Entry

31.18 Variation Order Code

31.19 Variation Order Status

31.21 User Code 1

31.23 User Code 2

31.24 User Code 3

31.25 User Code 4

31.26 User Code 5

31.27 User Code 6

31.28 Mining WBS Split Codes

31.29 Mining WBS Division 1










31.39 Mining WBS Combined Code Non-Entry

31.40 Mining WBS Combined Description Non-Entry

31.41 Mining WBS Description 1 Non-Entry











32. Specials

32.1 ID of Bill Item

32.2 External Link


APPENDIX F - SUBCONTRACT MANAGER COLUMNS AVAILABLE

The following Columns are available in Subcontract Manager. Non-entry cells do not allow for manual entries, as it displays information calculated or supplied by the software.

1. Subcontract Bill

1.1 Level Non-Entry

1.2 Bill Page & Item nr (1/A) Non-Entry

1.3 Bill Page Non-Entry

1.4 Bill Item Number Non-Entry

1.5 Bill Description Non-Entry

1.6 Bill Unit Non-Entry

1.7 Bill Quantity Non-Entry

1.8 Final Quantity Non-Entry

1.9 Subcontract Remarks

2. Subcontract Rates

2.1 Awarded Rate

2.2 Comparison Rate

2.3 Variance Rate Non-Entry

3. Awarded Quantity

3.1 Awarded Quantity

3.2 Final Awarded Quantity

4. Amounts Using Awarded Quantity

4.1 Awarded Amount (Awarded qty x Awarded Rate) Non-Entry

4.2 Final Awarded Amount (Final Awarded qty x Awarded Rate)

Non-Entry

4.3 Final Awarded Net Amount (Final Awarded qty x Sell Rate)

Non-Entry

4.4 Final Awarded Selling Amount (Final Awarded qty x Sell Rate)

Non-Entry

4.5 Comparison Amount (Final Awarded qty x Comparison Rate)

Non-Entry

5. Due Quantities

5.1 Previous Due Quantity Non-Entry

5.2 Period Due Quantity (Due-Prev Due)

5.3 Due Quantity

6. Amounts using Due Quantities


6.1 Previous Due Amount Non-Entry

6.2 Period Due Amount (Due-Prev Due) Non-Entry

6.3 Due Amount Non-Entry

7. Pay Quantities

7.1 Previous Pay Quantity Non-Entry

7.2 Period Pay Quantity (Due-Prev Pay)

7.3 Pay Quantity

8. Amounts using Pay Quantities

8.1 Previous Pay Amount Non-Entry

8.2 Period Pay Amount (Pay-Prev Pay) Non-Entry

8.3 Pay Amount Non-Entry

8.4 Pay Comparison Amount (Pay qty x Comparison Rate)

Non-Entry

8.5 Pay Variance Amount (Pay Qty x Variance Rate) Non-Entry

9. Invoiced Quantities

9.1 Previous Invoiced Quantity Non-Entry

9.2 Invoiced Quantity Non-Entry

10. Amounts using Invoiced Quantities

10.1 Previous Invoiced Amount Non-Entry

10.2 Invoiced Amount

11. Derived Quantities

11.1 Liability Quantity (Due-Pay) Non-Entry

11.2 Remaining Due Quantity (Final Awarded-Due) Non-Entry

11.3 Remaining Pay Quantity (Final Awarded-Pay) Non-Entry

11.4 Over-valued Quantity (Invoiced-Due) Non-Entry

11.5 Over-claimed Quantity (Invoiced-Pay) Non-Entry

12. Amounts using Derived Quantities

12.1 Liability Amount (Due-Pay) Non-Entry

12.2 Variance Amount (Comparison – Final Awarded) Non-Entry

12.3 Remaining Due Amount (Final Awarded-Due) Non-Entry

12.4 Remaining Pay Amount (Final Awarded-Pay) Non-Entry

12.5 Over-valued Amount (Invoiced-Due) Non-Entry

12.6 Over-claimed Amount (Invoiced-Pay) Non-Entry

13. Percentages

13.1 Percentage of Due Quantity


13.2 Percentage of Pay Quantity

14. Subcontractor’s View

14.1 Subcontractor’s Description

14.2 Subcontractor’s Unit

14.3 Subcontractor’s Factor

14.4 Subcontractor’s Pay Quantity

14.5 Subcontractor’s Rate

15. Codes

15.1 Variation Order Non-Entry

15.2 Variation Order Status Non-Entry

15.3 Bill Code Non-Entry

15.4 Bill Code Description Non-Entry

15.5 Task Code Non-Entry

17. Dates

17.1 Subcontract item Create Initials Non-Entry

17.2 Subcontract item Create Date Non-Entry

17.3 Subcontract item Amend Initials Non-Entry

17.4 Subcontract item Amend Date Non-Entry

17.5 Awarded Quantity Create Initials Non-Entry

17.6 Awarded Quantity Create Date Non-Entry

17.7 Awarded Quantity Amend Initials Non-Entry

17.8 Awarded Quantity Amend Date Non-Entry

17.9 Final Awarded Quantity Create Initials Non-Entry

17.10 Final Awarded Quantity Create Date Non-Entry

17.11 Final Awarded Quantity Amend Initials Non-Entry

17.12 Final Awarded Quantity Amend Date Non-Entry

17.13 Invoice Quantity Amend Initials Non-Entry

17.14 Invoice Quantity Amend date Non-Entry

17.15 Due Quantity Amend Initials Non-Entry

17.16 Due Quantity Amend Date Non-Entry

17.17 Pay Quantity Amend Initials Non-Entry

17.18 Pay Quantity Amend Date Non-Entry

Documents

USER GUIDE Multi-User Setup Guide