Standard Training Manual Electrical v11

McCormick Systems Inc.
Standard Training Manual

Electrical
V11
TABLE OF CONTENTS Page

SECTION I – INTRODUCTION TO BASIC JOB ESTIMATING
System Login………………………………………………………………………………………………………………………… 2
User Name………………………………………………………………………………………………………………………… 2
Password…………………………………………………………………………………………………………………………... 2
STEP 1 - JOBS
Jobs Screen…………………………………………………………………………………………………………………………... 3
Job Details………………………………………………………………………………………………………………………........ 3
Detail Fields………………………………………………………………………………………………………………………. 3
Job Notes…………………………………………………………………………………………………………………………….. 4
Job Users…………………………………………………………………………………………………………………………….. 4
Available Users………………………………………………………………………………………………………………........ 5
Lead Estimator……………………………………………………………………………………………………………………. 5
Active Users on Job………………………………………………………………………………………………………………. 5
Inactive Users on Job……………………………………………………………………………………………………………... 5
Directories…………………………………………………………………………………………………………………………… 5
Paste from Job……………………………………………………………………………………………………………………….. 6
Paste From………………………………………………………………………………………………………………………… 6
Paste Labels………………………………………………………………………………………………………………………. 6
Paste Labor Categories*………………………………………………………………………………………………………….. 6
Paste Job-Specific Parts*…………………………………………………………………………………………………………. 6
Paste Job Details………………………………………………………………………………………………………………….. 7
Paste Takeoff……………………………………………………………………………………………………………………… 7
Paste Saved Extensions…………………………………………………………………………………………………………… 7
Paste Extension Reports*…………………………………………………………………………………………………………. 7
Paste Bid Summaries……………………………………………………………………………………………………………… 7
Default…………………………………………………………………………………………………………………………….. 7
* (Original default automatically selects)
STEP 2 - LABELS
Labels………………………………………………………………………………………………………………………………... 8
Label Bar…………………………………………………………………………………………………………………………….. 9
Label Bar Entries………………………………………………………………………………………………………………….. 9
STEP 3 – TAKEOFF
Database
Items List…………………………………………………………………………………………………………………………….. 11
Assembly List………………………………………………………………………………………………………………………... 12
Assembly Review ByProducts………………………………………………………………………………………………………. 13
Navigation
Find/Sort……………………………………………………………………………………………………………………………... 14
Exchange…………………………………………………………………………………………………………………………….. 15
Takeoff Menu List…………………………………………………………………………………………………………………… 16
Counting & Measuring
Power Probes………………………………………………………………………………………………………………………… 16
One Line…………………………………………………………………………………………………………………………... 16
Two Line………………………………………………………………………………………………………………………….. 16
Count……………………………………………………………………………………………………………………………… 17
Length…………………………………………………………………………………………………………………………….. 17
Plus/Minus………………………………………………………………………………………………………………………… 17
Calculators………………………………………………………………………………………………………………………… 17
Scale………………………………………………………………………………………………………………………………. 18
Shortcuts…………………………………………………………………………………………………………………………... 18
Metric……………………………………………………………………………………………………………………………... 18
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Auditing & Editing
Advanced Audit Trail………………………………………………………………………………………………………………... 19
Filter………………………………………………………………………………………………………………………………. 19
Summarize………………………………………………………………………………………………………………………… 20
Change Labelset…………………………………………………………………………………………………………………... 21
Opening “Audit Trail Edit”………………………………………………………………………………………………………………….. 21
Selecting Items and/or Assemblies……………………………………………………………………………………………...... 21
[Move] and [Copy]………………………………………………………………………………………………………………... 21
Why [Move] and [Copy]? ………………………………………………………………………………………………………... 21
My Takeoff…………………………………………………………………………………………………………………………... 22
Audit Trail Notes…………………………………………………………………………………………………………………….. 22
Common Notes……………………………………………………………………………………………………………………. 22
Transfer Down - V………………………………………………………………………………………………………………... 22
Note Text………………………………………………………………………………………………………………………….. 22
Insert………………………………………………………………………………………………………………………………. 23
Add to Common…………………………………………………………………………………………………………………... 23
Notes…………………………………………………………………………………………………………………………………. 23
Editing the Advanced Audit Trail…………………………………………………………………………………………………… 23
Assembly Review……………………………………………………………………………………………………………………. 24
STEP 4 - EXTENSION
Extension Labels…………………………………………………………………………………………………………………….. 25
Extension Users……………………………………………………………………………………………………………………… 26
Extension Reports…………………………………………………………………………………………………………………… 27
On-Screen Edit Extension…………………………………………………………………………………………………………… 29
Edit Extension Screen Features…………………………………………………………………………………………………… 30
Approval Checks………………………………………………………………………………………………………………….. 31
Save/Save As……………………………………………………………………………………………………………………… 31
Open Previously Saved Extensions………………………………………………………………………………………………. 32
In Line Editing of Data……………………………………………………………………………………………………………. 32
Reports……………………………………………………………………………………………………………………………. 33
Sending Extension Data to Bid Summary………………………………………………………………………………………… 33
Sending Extension Data to Graph/Schedule……………………………………………………………………………………… 34
STEP 5 – BID SUMMARY
Bid Summary Top Sheet…………………………………………………………………………………………………………….. 35
Bid Summary Labor…………………………………………………………………………………………………………………. 37
Bid Summary Other Cost Tabs……………………………………………………………………………………………………… 38
Required/Reminder (R)…………………………………………………………………………………………………………… 38
Name……………………………………………………………………………………………………………………………… 38
Supplier…………………………………………………………………………………………………………………………… 39
Tax (T)…………………………………………………………………………………………………………………………….. 39
Unit……………………………………………………………………………………………………………………………….. 39
Multiplier………………………………………………………………………………………………………………………….. 39
Dollars……………………………………………………………………………………………………………………………. 39
Bid Summary Other Costs New…………………………………………………………………………………………………….. 39
Bid Summary Bond…………………………………………………………………………………………………………………. 40
Bid Summary Tax…………………………………………………………………………………………………………………… 41
Bid Summary Top Sheet Completion……………………………………………………………………………………………….. 42
Overhead $ or %............................................................................................................................................................................... 42
Profit $ or %..................................................................................................................................................................................... 42
Mark-up Sales Tax………………………………………………………………………………………………………………... 42
Use Bond Table…………………………………………………………………………………………………………………… 43
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Adjust Sell………………………………………………………………………………………………………………………… 43
Square Feet (SqFt)*……………………………………………………………………………………………………………….. 43
Job Months*………………………………………………………………………………………………………………………. 43
Hours/Wk*………………………………………………………………………………………………………………………... 43
Workers/Day*…………………………………………………………………………………………………………………….. 43
* (Optional)
Update Job Details………………………………………………………………………………………………………………... 43
Printing……………………………………………………………………………………………………………………………. 44
SECTION II - EXPANDED JOB ESTIMATING
System Login………………………………………………………………………………………………………………………… 46
User Name………………………………………………………………………………………………………………………… 46
Password…………………………………………………………………………………………………………………………... 46
Jobs
Jobs Screen…………………………………………………………………………………………………………………………... 47
Job Backup/Restore………………………………………………………………………………………………………………….. 48
Backup - System……………………………………………………………………………………………………………………... 50
Job Details………………………………………………………………………………………………………………………........ 53
Detail Fields………………………………………………………………………………………………………………………. 53
Set-up……………………………………………………………………………………………………………………………... 53
Job Notes…………………………………………………………………………………………………………………………….. 54
Job Users…………………………………………………………………………………………………………………………….. 55
Available Users………………………………………………………………………………………………………………........ 55
Lead Estimator……………………………………………………………………………………………………………………. 55
Active Users on Job………………………………………………………………………………………………………………. 56
Inactive Users on Job……………………………………………………………………………………………………………... 56
Directories…………………………………………………………………………………………………………………………… 56
Job Screen Reports…………………………………………………………………………………………………………………... 56
Paste from Job……………………………………………………………………………………………………………………….. 57
Paste From………………………………………………………………………………………………………………………… 58
Paste Labels………………………………………………………………………………………………………………………. 58
Paste Labor Categories*………………………………………………………………………………………………………….. 58
Paste Job-Specific Parts*…………………………………………………………………………………………………………. 58
Paste Job Details………………………………………………………………………………………………………………….. 58
Paste Takeoff……………………………………………………………………………………………………………………… 59
Paste Saved Extensions…………………………………………………………………………………………………………… 59
Paste Extension Reports*…………………………………………………………………………………………………………. 59
Paste Bid Summaries……………………………………………………………………………………………………………… 59
Default…………………………………………………………………………………………………………………………….. 59
* (Original default automatically selects)
Command Menus……………………………………………………………………………………………………………………. 60
Toolbar Buttons……………………………………………………………………………………………………………………… 60
Default Toolbar Buttons……………………………………………………………………………………………………………... 60
Custom Toolbar Buttons…………………………………………………………………………………………………………….. 60
Delete……………………………………………………………………………………………………………………………... 60
Rename……………………………………………………………………………………………………………………………. 61
Snapshot…………………………………………………………………………………………………………………………... 61
Macro……………………………………………………………………………………………………………………………... 61
Keyboard………………………………………………………………………………………………………………………….. 61
Labels
Labels………………………………………………………………………………………………………………………………... 61
Label Bar…………………………………………………………………………………………………………………………….. 63
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Label Bar Entries………………………………………………………………………………………………………………….. 64
Takeoff
Items List…………………………………………………………………………………………………………………………….. 65
Item Review Specs…………………………………………………………………………………………………………………... 66
Assembly List………………………………………………………………………………………………………………………... 69
Assembly Review ByProducts………………………………………………………………………………………………………. 70
Assembly Review Specs…………………………………………………………………………………………………………….. 71
Pop-up Controls/Utility Menu………………………………………………………………………………………………………. 73
Find/Sort……………………………………………………………………………………………………………………………... 74
Exchange…………………………………………………………………………………………………………………………….. 75
Takeoff Menu List…………………………………………………………………………………………………………………… 76
Menu Set-up………………………………………………………………………………………………………………………. 77
Add Mode…………………………………………………………………………………………………………………………. 77
3 Window Takeoff…………………………………………………………………………………………………………………... 78
Workspace Listing…………………………………………………………………………………………………………………… 79
Workspace Pages………………………………………………………………………………………………………………….. 79
Close When Found………………………………………………………………………………………………………………... 79
Workspace Buttons……………………………………………………………………………………………………………...... 79
New Workspace Page……………………………………………………………………………………………………………... 80
New Workspace Name……………………………………………………………………………………………………………. 80
Audit Trail (Standard)……………………………………………………………………………………………………………….. 81
Advanced Audit Trail………………………………………………………………………………………………………………... 82
Filter………………………………………………………………………………………………………………………………. 83
Summarize………………………………………………………………………………………………………………………… 85
Change Labelset…………………………………………………………………………………………………………………... 86
Opening “Audit Trail Edit”………………………………………………………………………………………………………. 86
Selecting Items and/or Assemblies……………………………………………………………………………………………...... 86
Changing The View………………………………………………………………………………………………………………. 86
[Move] and [Copy]………………………………………………………………………………………………………………... 87
Why [Move] and [Copy]? ………………………………………………………………………………………………………... 87
Adjustments………………………………………………………………………………………………………………………. 88
The "Copy Multiplier"……………………………………………………………………………………………………………. 88
Range Edit………………………………………………………………………………………………………………………… 88
Performing a “Range Edit”……………………………………………………………………………………………………...... 89
My Takeoff…………………………………………………………………………………………………………………………... 89
Audit Trail Notes…………………………………………………………………………………………………………………….. 89
Common Notes……………………………………………………………………………………………………………………. 90
Transfer Down - V………………………………………………………………………………………………………………... 90
Note Text………………………………………………………………………………………………………………………….. 90
Insert………………………………………………………………………………………………………………………………. 90
Add to Common…………………………………………………………………………………………………………………... 90
Notes…………………………………………………………………………………………………………………………………. 90
Editing the Advanced Audit Trail…………………………………………………………………………………………………… 90
Assembly Review……………………………………………………………………………………………………………………. 92
Labor Categories…………………………………………………………………………………………………………………….. 92
Labor Category Name…………………………………………………………………………………………………………….. 93
Labor Category Factor……………………………………………………………………………………………………………. 93
Power Probes………………………………………………………………………………………………………………………… 93
One Line…………………………………………………………………………………………………………………………... 93
Two Line………………………………………………………………………………………………………………………….. 93
Count……………………………………………………………………………………………………………………………… 93
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Length…………………………………………………………………………………………………………………………….. 93
Plus/Minus………………………………………………………………………………………………………………………… 94
Calculators………………………………………………………………………………………………………………………… 94
Scale………………………………………………………………………………………………………………………………. 94
Shortcuts…………………………………………………………………………………………………………………………... 95
Adjust/Round……………………………………………………………………………………………………………………... 96
Metric……………………………………………………………………………………………………………………………... 96
Set-up……………………………………………………………………………………………………………………………... 97
New Features include………………………………………………………………………………………………………………... 98
Extension
Extension Labels…………………………………………………………………………………………………………………….. 99
Extension Users……………………………………………………………………………………………………………………… 100
Extension Reports…………………………………………………………………………………………………………………… 101
Edit Extension On-Screen………....................................................................................................................................................... 108
Overview………………………………………………………………………………………………………………………….. 108
Edit Extension Screen Features…………………………………………………………………………………………………… 109
Approval Checks………………………………………………………………………………………………………………….. 113
Options Screen……………………………………………………………………………………………………………………. 115
Other Options…………………………………………………………………………………………………………………....... 116
Global Price and Labor…………………………………………………………………………………………………………… 117
Traser or NetPricer Set-up………………………………………………………………………………………………………… 118
Supplier Exchange Menus and Toolbar Buttons………..……………………………………………………………………... 118
Using TraserSX and NetPricer…………………………………………………………………………………………………. 119
TraserSX and NetPricer Set-up………………………………………………………………………………………………… 119
TraserSX and NetPricer Activation…………………………………………………………………………………………….. 120
Flag Options……………………………………………………………………………………………………………………. 121
Approving Tra-ser or NetPricer Items…………………………………………………………………………………………. 122
Security…………………………………………………………………………………………………………………………. 126
Current Supplier List…………………………………………………………………………………………………………… 126
Typical uses for On Screen of Edit Extension………………………………………………………………………………………. 126
Estimator………………………………………………………………………………………………………………………….. 126
Creat New Extensions…………...................................................................................................................................................... 127
Re-extending with Edit Extension………………………………………………………………………………………………… 127
Save/Save As……………………………………………………………………………………………………………………… 130
Open Previously Saved Extensions………………………………………………………………………………………………. 131
In Line Editing of Quantities……………………………………………………………………………………………………… 131
Adjust/Range Edit………………………………………………………………………………………………………………… 132
Adding Material…………………………………………………………………………………………………………………... 134
Swap………………………………………………………………………………………………………………………………. 135
View Labels……………………………………………………………………………………………………………………….. 137
View Properties…………………………………………………………………………………………………………………… 137
Sending Extension Data to Bid Summary………………………………………………………………………………………… 137
Sending Extension Data to Graph/Schedule……………………………………………………………………………………… 139
Printing……………………………………………………………………………………………………………………………. 141
Page Set-up………………………………………………………………………………………………………………………... 142
Reports……………………………………………………………………………………………………………………………. 142
Zoom……………………………………………………………………………………………………………………………… 143
Bid Summary
Bid Summary Top Sheet…………………………………………………………………………………………………………….. 144
Bid Summary Labor…………………………………………………………………………………………………………………. 147
Labor Groups……………………………………………………………………………………………………………………… 148
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Labor Burden……………………………………………………………………………………………………………………… 149
Bid Summary Other Cost Tabs……………………………………………………………………………………………………… 150
Required/Reminder (R)…………………………………………………………………………………………………………… 150
Name……………………………………………………………………………………………………………………………… 151
Supplier…………………………………………………………………………………………………………………………… 151
Tax (T)…………………………………………………………………………………………………………………………….. 151
Unit……………………………………………………………………………………………………………………………….. 151
Multiplier………………………………………………………………………………………………………………………….. 151
Dollars……………………………………………………………………………………………………………………………. 151
Bid Summary Other Costs New…………………………………………………………………………………………………….. 152
Bid Summary Universal (Copy)…………………………………………………………………………………………………….. 153
Bid Summary Bond…………………………………………………………………………………………………………………. 154
Bid Summary Tax…………………………………………………………………………………………………………………… 155
Bid Summary Top Sheet Completion……………………………………………………………………………………………….. 156
Overhead $ or %............................................................................................................................................................................... 156
Profit $ or %..................................................................................................................................................................................... 156
Mark-up Sales Tax………………………………………………………………………………………………………………... 156
Use Bond Table…………………………………………………………………………………………………………………… 157
Adjust Sell………………………………………………………………………………………………………………………… 157
Square Feet (SqFt)*……………………………………………………………………………………………………………….. 157
Job Months*………………………………………………………………………………………………………………………. 157
Hours/Wk*………………………………………………………………………………………………………………………... 157
Workers/Day*…………………………………………………………………………………………………………………….. 157
* (Optional)
Update Job Details………………………………………………………………………………………………………………... 157
Printing……………………………………………………………………………………………………………………………. 158
SECTION II - PROGRAM/DATABASE SUPPORT
Help………………………………………………………………………………………………………………………………….. 162
Database Custom Reports…………………………………………………………………………………………………………… 164
Database Maintenance Reports……………………………………………………………………………………………………… 165
Edit Specifications…………………………………………………………………………………………………………………… 166
Formulas……………………………………………………………………………………………………………………………... 167
Price Updating………………………………………………………………………………………………………………………. 168
Price Configuration……………………………………………………………………………………………………………….. 169
Setting Up McCormick for use with TraserSX…………………………………………………………………………………… 171
HotLink……………………………………………………………………………………………………………………………… 172
Set-up……………………………………………………………………………………………………………………………... 172
Process…………………………………………………………………………………………………………………………….. 173
Security………………………………………………………………………………………………………………………………. 177
SECTION III - TOOLS
Job Documents/Photos………………………………………………………………………………………………………………. 182
System Documents………………………………………………………………………………………………………………….. 183
Graphs……………………………………………………………………………………………………………………………….. 183
Schedule……………………………………………………………………………………………………………………………... 187
Export……........................................................................................................................................................................................... 193
Proposal……………………………………………………………………………………………………………………………… 198
APPENDIX I - EXERCISES/TECHNICAL SUPPORT INFO
Job 1…………………………………………………………………………………………………………………………………. 208
Job 2…………………………………………………………………………………………………………………………………. 209
Job 3…………………………………………………………………………………………………………………………………. 210
Job 4…………………………………………………………………………………………………………………………………. 211
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Build Assemblies……………………………………………………………………………………………………………………. 213
McCormick Suite……………………………………………………………………………………………………………………. 219
McCormick Suite Change Orders (1-5)……………………………………………………………………………………………... 221
Trade Commercial Offices…………………………………………………………………………………………………………... 225
Trade Commercial Offices Alternates………………………………………………………………………………………………. 235
Job 5…………………………………………………………………………………………………………………………………. 243
Job 6…………………………………………………………………………………………………………………………………. 244
Job 7…………………………………………………………………………………………………………………………………. 245
Job 8…………………………………………………………………………………………………………………………………. 246
Technical Support Info……………………………………………………………………………………………………………….. 247
NOTES:
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SECTION I
INTRODUCTION TO
BASIC JOB ESTIMATING
1
System Login
This is the First Dialog box you see when you enter the application. At this time you are required to enter an
existing Users Name & Password to gain access to the program.
User Name
First time Users should login as “Admin” as the password is the EXACT SAME AS THE USER NAME. This
makes it easier to copy and insert in the password field. Either “Est1” or “Est2” can also be used, the
password again being the EXACT SAME AS THE USER NAME. The User Est2, is a “power User” with
enhanced window set-ups.
NOTE: The User Names available may vary based on the estimating product you use.
Password
The Login window also requires a password. For your first login, your password is the same as your User name
(Admin, Est1, Est2, etc.) To change your password and/or to set up a new User, refer to Section II, Security.
Once the Password is entered, click on the OK button.
NOTES:
2
STEP 1 – JOBS
Jobs Screen
The “Jobs” window opens itself when you start the application. If you need to open a job after the initial start-
up of the software, you can come back to the “Jobs” window using the <Jobs> tab and <Jobs> icon in the
ribbon, or the (1) Jobs toolbar button. Initially, you select a job from the Active or All Jobs list, which appears
on your screen by highlighting it with the mouse or arrow keys, then click on the option you would like to
perform. [Open, Details, Delete, Backup, Restore or Select a Tab in the “Move Jobs to Tab” pull down]. Or
begin an entirely new job by selecting New Job.
*For further details on the Job Screen, refer to Section II, Jobs
NOTE: The Sample Jobs and number of jobs available may vary based on the estimating product
you use.
3
Job Details
Job Detail Fields
This is the Job Information window. Navigate through the Job Detail information using the tabs located at the
bottom of the form. There are several information boxes you need to pay attention to when adding a new job in
the “Jobs Information” window. The field names that appear in the left hand column are default field names,
and may be customized to fit any field name or information you want. *See Set-up. The field names Job Name,
Job #, Bid Date, Contractor Name, and Contractor Telephone are proprietary and cannot be edited.
Fill in the fields on the right hand column with information pertaining to the current job. This information can
appear on various Reports & Forms throughout the program (i.e., “ Extension & Bid Summary reports”) if set-
up to do so by the program (Job Name, Bid Date, Contractor Name, and Contractor Telephone) or by the
individual User (merge fields in Export or Proposal). Otherwise, the data will remain here as a reference source
for future use.
Job Notes
This is the place to enter special notes about the job and/or contractor preferences, special instructions about the
job, or any other job specific information you want to keep handy. These notes appear in the first section of
both Extension and Bid Summary reports.
4
Job Users
Use this screen to control what Users have access to the current job. The User that started the job is
automatically assigned Lead Estimator status.
Available Users
This Area in the upper left shows a list of available Users to select for the job. Before any User with a security
level other than Administrator can perform takeoff on a job, you must move that User to the “Active Users on
Job” list on the right side of this window. If you need to add Users to the system, refer to Section II, Security.
Lead Estimator
Use the pull down arrow in the field on the upper right side of the window to change the Lead Estimator for the
job. Lead Estimator status is automatically assigned to the person who starts the job. The Lead Estimator can
be changed at any point during the job. For example, you might need to pass estimating responsibility from one
User to another during vacations or employee changes. However, this feature is security-limited to only the
Users who have Administrator security access, or the original Lead Estimator.
Active Users on Job

This information box displays a list of Users who have access to the current job and/or have performed takeoff.
Inactive Users on Job

After a User has performed takeoff, you might want to inactivate the User to eliminate their access to this
particular job. Inactive Users are still part of the job in terms of their previous takeoff, but they are locked out
of current access to the job.
5
Directories
The Directories tab doesn’t allow any editing. It simply shows where and how the program was originally
installed. Very handy when it comes time to do backups or otherwise manipulate your program.
Paste from Job
Paste from Job makes it possible to keep several ‘default’ jobs on your system as templates for new jobs, or
allow pasting from a past job that is similar to the one you are starting. When you start a new job, you can use
one of these jobs as the source of the takeoff labels, temporary database, etc. For example, maybe you would
like the extension reports from the Sample Job & the Bid Summaries from a job you created last week. Simply
select the job you would like to copy from, choose which portion you want, and Left Click the Paste button.
Paste From Tab:

This pull-down lets you choose from any of the Tabs you may have setup in the Job Screen. The default is the
Active tab, but could be any Tab including Inactive. Some Users actually create a special Tab just for template
jobs.
Paste From Job:

This pull-down lets you select the job you’re going to paste FROM. Clicking on the arrow to the right of the
field can access a pull-down list of all available Jobs for the current “Paste From Tab:” you are using. You can
6
Paste from Job (Contd.)

also “sort” through the list by highlighting the field and typing in the job name you are looking for. Just
remember the process is very specific. You must type the name exactly as it appears in the job list, including
spaces and spelling, or it won’t find it. Each time you start a new job, the Paste From Job: line will be the last
job you pasted from.
Paste Labels
Select this option to paste Labels from the selected job. The takeoff labels organize the job into ‘systems’ of
breakouts. Jobs can be organized according to sheet numbers, floors, buildings, alternate bid packages or
combinations of these. There are as many ways to organize a job, as there are estimators. You can only paste
Labels to your job before any takeoff is performed.
Paste Labor Categories*

Select this option to paste in Labor Categories from the selected job. These are multipliers that apply to the
labor in the permanent database based on task difficulty. You may only paste Labor Categories to your job
before any takeoff is performed.
Paste Job-Specific Parts*

Select this option to paste in Job-Specific Parts (also known as the ‘temporary database’) from the selected job.
The temporary database for a job contains items & assemblies that are unique to that job. The ‘temporaries’
may include a simple fixture list, special materials that are used on certain kinds of jobs or assemblies that are
used one time only. Some people have been known to takeoff entire estimates from the temporary database
only. You may only paste Job-Specific Parts to your job before any actual takeoff is performed in that area of
the job.
Paste Job Details

Select this option to paste in Job Details from the selected job. Please note this will also replace your current
Job name.
Paste Takeoff
Select this option to paste in Takeoff from the selected job. When pasting Takeoff, you have two options, to
replace or to append takeoff.
• If you haven’t done any takeoff for a job, or you would like to delete the current takeoff select Replace.
• If you have takeoff you want to keep, select Append. This will ADD the takeoff from the selected job to
the takeoff you’ve already performed.
Paste Saved Extension Reports

This function allows you to paste any Saved Edit Extension reports from the selected job. It will paste all the
saved Edit Extension reports; you cannot “pick and choose”.
7
Paste from Job (Contd.)

Paste Extension Reports*
Select this option to paste in Extension Reports from the selected job.
Paste Bid Summaries

Select this option to paste in Bid Summaries from the selected job. Pasting from an existing job will include
any numerical data, requiring extensive editing. It will have no extension data to back up the numbers, unless
the original extensions were Saved Edit Extensions and are also pasted to the current job.
Default
This option allows the User to choose his/her specific areas to paste for every new job. Once the choices are
made, they will come up marked on any subsequent new job they begin. The option can be used whenever the
need changes per User, but has to be set-up using a new job.
* Initial default selections when starting a new job. As a minimum, these should be pasted.
NOTES:
8
STEP 2 – LABELS
Labels
**The Label and Extension Label screens are identical; the only exception is the [Extend] Button.
NOTE: The number of columns and labels per column available will vary based on the estimating
product you use.
The program can breakout parts of a job for taking off, extending, and printing out. The job can then be
organized into breakout modules, each can be estimated separately, and bid prices can be figured for various
combinations of the breakouts. Different estimates can be developed for the same breakout based on different
conditions. Structuring the takeoff before taking off does this.
At the simplest level, any job, no matter how big or small, can be structured as a single breakout label. Every
item and assembly subsequently taken off for that job is part of that breakout system. You will NOT be able to
breakout any individual information in this structure.
In the following example, there are three levels of labels. The illustration shows a typical job broken out into
Floor 1 and Floor 2. Floors 1 and 2 are each broken out into Power, Light, and Feeders.
NOTE: The “levels” broken down will vary based on the estimating product you use.
9
Labels (contd.)
There can be many sets of labels that establish the degree of detail needed for a bid. Each column should
contain a separate level of labels. All labels for the same level of takeoff MUST be in the same column,
allowing the User/program to choose one label at a time from each level for takeoff.
NOTE: The number of columns and labels/column available may vary based on the estimating
product you use.
Label Bar
The label bar allows you to easily see in which Label Set you are currently doing takeoff. Think of it as a Title
Page for all of your current takeoff. You quickly change from one Label Set to another by clicking on the pull
down control to the right of each label and selecting from the list of available labels for that column.
*Remember, since all columns are active all the time, the top example IS a legitimate label set and
takeoff can be done in it since <none> is a real label.
Label Bar Entries
A label can be added or replaced by highlighting a label and typing in a new label name. You will be prompted
to Add or Change. Adding will place your new label at the bottom of the current list of labels, while replacing
a label will delete the current label and place the new one over the top of it. You can access the full Labels
window through the <Extension> tab and <Labels> icon on the ribbon, or the <(2) Labels> toolbar button.
The arrow to the right of each label column activates a pull-down menu, allowing you to view or select a new
label from that column.
10
STEP 3 – TAKEOFF
Database
Items List
All Takeoff is accomplished by using either an Item or Assembly list. From here you may select and count off
your required materials. Labor and pricing information is saved with the individual parts and may be viewed or
modified using the Review tab. You also have the ability to move to, or create Temporary job items. These
may be reached by using one of the following methods:
• Double right-click anywhere in the list with item names,

• Click the “PJ” tab if it is showing,
• Choose the menu option <Takeoff> tab and the <Permanent/Job Specific> icon in the Tabs section of
the ribbon when the window has focus.
The fundamental component of the database is an Item. An item is an individual unit of material used for
estimating. Everything in the database is composed of items. Even the assemblies are made from items,
although they are called ByProducts when used in an assembly. Your permanent item database can have up to
100,000 items.
It will help you to understand the database if you think of it as two parts:
• Item List – Contains price and labor specifications for individual items.
• Assembly List – Contains ByProducts, prices and labor information about assemblies. (A byproduct is
an item that is used as part of an assembly.)
NOTE: The databases and ability to edit will vary based on Security and the estimating product you
use.
11
Items List (contd.)

Tip: You may enter a lump sum into the manual entry box by simply typing in numbers while the takeoff
window has focus. You do not need to move the cursor into the entry box! Hitting return/enter will send
the information to the Audit Trail. (Keyboard Mapping must be applied to the current takeoff window(s) for
this to work.)
Tip: You can also perform minor math function directly in the input window (adding, multiplying,
subtracting and division). You SHOULD NOT perform multiple math (such as adding and multiplying).
Assembly List
All takeoff is accomplished using either an Item or Assembly list. From here you may select and count off your
required materials. Labor and pricing information is saved with the individual parts and may be viewed or
modified using the Review tab. You also have the ability to move to, or create Temporary job assemblies.
These may be reached by using one of the following methods:
• Double right-click anywhere in the list with assembly names,

• Click the “PJ” tab if it is showing,
• Choose the menu option <Takeoff> tab and the <Permanent/Job Specific> icon in the Tabs section
of the ribbon when the window has focus.
An assembly is a collection of items (called ByProducts) that are frequently used together in the same fixed
proportions. Exactly which items constitute an assembly varies with the construction trade, differences in the
practice of that trade, variations in the building codes from area to area and your own preferences.
Everything in the database is either an Item or an Assembly. The advantage of using assemblies is that during
the estimating process, taking off one assembly results in taking off all of the items the assembly is made of. In
other words, assemblies group items together for takeoff, saving the time required to create an estimate item-by-
item. Your assembly list can hold up to 100,000 assemblies. Each assembly can hold up to 256 ByProducts.
12
Assembly List (contd.)

NOTE: You CAN edit an assembly for ByProducts after it has been taken off. If it hasn’t been
extended, it will read the new ByProducts when extended. If it has already been extended, simply re-
extend to read the new ByProducts.
Tip: You may enter a lump sum into the manual entry box by simply typing in numbers while the
takeoff window has focus. You do not need to move the cursor into the entry box! Hitting return/enter
will send the information to the Audit Trail. (Keyboard Mapping must be applied to the current takeoff
window(s) for this to work.)
Assembly Review ByProducts
There are actually two different review screens for Assemblies (ByProducts and Specifications). You may
toggle between the two screens by clicking on the Review tab again. When you first select the “Assembly
Review” tab you are brought to the byproduct screen. From here you may view or edit the individual items
that make up an assembly.
To build an assembly, you’ll need at least two takeoff windows open. The first window must display the
ByProducts for the assembly you’re building. In the second takeoff window, you must select the item or
assemblies you want to add to the assembly you’re building. Clicking on the AddMode button in the first
window will cause a Transfer button to appear in the second.
Tip: you can build assemblies with items or with other assemblies. To save time, consider starting a
new assembly by copying a similar assembly and editing it to meet your own needs.
NOTE: The ByProducts can be used as either a quantity (Qty) or a constant (Const). In the above
example, each time this assembly is taken off, the Qty of each by-product is multiplied by the takeoff
amount. The constant remains the same. For example, a 10-foot length of takeoff of this assembly
would yield 30’ of wire, 10’ of conduit, 1 coupling and 1.25 strap (based on a strap every 8’). It would
also include just 2 connectors as they are being used as a constant and 3 feet of extra wire for makeup.
13
Assembly Review ByProducts (contd.)

You will be spending a lot of time looking at the Review screen for your item and assembly lists as you arrange
your items and assemblies in their proper positions within your database. While in Review mode, you still
retain all of the functionality of the original takeoff list. (For example – You may still do takeoff using all of
the different count methods.)
NOTE: You can change the name of the Temporary Assemblies directly in the list by choosing an
assembly, holding down the <CNTRL> key and hitting <INSERT>. This will highlight the entire list.
You can now change the name directly. If there are matching ByProducts, you will also be prompted, if
you want to change these as well.
*For further information on the database, refer to Section II, Takeoff
NOTE: The databases available will vary based on the estimating product you use.
Navigation
Find/Sort
Use this screen to search the item and assembly databases that match the specified criteria. This is the quickest
way to search for an unknown part. Please note that the Title Bar “Takeoff Find/Sort” lets you know which list
you are going to be performing your search in (Items or Assemblies). To toggle between items or assemblies
simply click on the tab of the current Takeoff window.
It is permissible to use a “wild card” (an asterisk) in the search. This will “replace” any characters currently
before the description you are looking for, including spaces. There are also a number of different methods to
match your search:
1. Name by Item/Assembly # – Will find matches by number in the database.
2. Name by Item/Assembly Name – Will find matches alphabetically in the database.
3. Item/Assembly # - Will go directly to the item/assembly number listed in the “What” field.
4. DCI Code by DCI Code – Will find matches to DCI Codes numerically.
5. DCI Code by Item # - Will find matches by item number sorted by DCI Code.
6. Catalog Number by Item# - Will find matches by item number sorted by Catalog number.
7. Manufacture by Item # - Will find matches by item number sorted by Manufacturer.
NOTE: The Find/Sort menus available may vary based on the estimating product you use.
14
Exchange
In conjunction with Find/Sort, another very useful tool is the EXCHANGE feature. To use this feature, you
select a header (either by scrolling or through find/sort), and then Left Click on the <X> or <Exchng> tab at
the bottom of the window. This will bring up an alphabetical header list of all the headers in the database. If
you use Find/Sort in a general manner, this will make the Exchange even easier and more desirable, since
scrolling through an alphabetical list is easier than memorizing all the different combinations of headers. Once
the header you want is located, simply click on it to focus on it, then Left Click on the <X> or <Exchng> tab
again and you will return to the “normal” database window.
The same feature can be used effectively if you wish to sort the database by a particular “size” or “dimension”.
Simply find the defining size in actual Items or Assemblies (as above), then Left Click the <X> or <Exchng>
from the tabs below the window. This will automatically sort the entire database by the definition you selected
AND put them in alphabetical/numerical order. This will make moving from EMT to GRC or PVC by size
even easier in the future.
15
Takeoff Menu List
The Takeoff Menu is one of the easiest ways to find or select items or assemblies for takeoff. The left-most
column of the Menu lists the most general categories. The next columns break down the categories into sub-
categories, and sub-sub-categories. Moving from left to right allows you to select the category and sub-
categories that represent the part you’re looking for. Once you have reached the category in the farthest column
to the right, highlight the final item. This will take you to the actual part or header in the “selected” takeoff list.
Using the CLOSE WHEN FOUND feature in the lower left corner of the window will close the menu
automatically when a match is found in the database using the farthest right column. This will make your
overall screen easier to work with, since it will not appear so “cluttered” with windows you don’t need.
NOTE: The menu is “attached” to whatever window has the focus. So changing the window by
moving to another window will also change the menu. Resizing the window itself can expand the
columns in the Menu.
NOTE: The menus available will vary based on the estimating product you use.
*For further information on managing the Menu, refer to Section II, Takeoff
Counting and Measuring

Power Probes
One Line / No Menu Bar
Two Line / Menu Bar
16
Power Probes (contd.)

Tip: “Double” click the mouse in the title block (McCormick logo) to turn the menu bar on or off. You
can also close the probes while in the program by using the “X” in the title bar.
Count
This window is where the results of using the Count Probe will show up as you use the probe.
Length
This window is where the results of using the Length Probe will show up as you use the probe. The results will
be based on the scale that is set.
Plus/Minus
This feature allows you to reverse the direction of takeoff for either probe from positive to negative. This can
be very useful if mistakes are made (and caught) while doing takeoff. It will NOT work after values are
actually input to the audit trail.
Tip: Rolling off lengths can be accomplished with the Length Probe rolling either “forward” or
“backward”. It will always increase or decrease depending on the plus/minus button.
NOTE: Should you roll off a length in the wrong scale and realize it before you send it to the Audit Trail,
you can simply change the scale and it will calculate the correct length automatically.
NOTE: Once a count or length is entered into the Audit Trail, starting a new count or length will “zero” the
window and begin again. It is not necessary to clear the window each time.
Calculators
There are two (2) Calculator icons on the power probes, one next to both Count and Length. This is designed to
bring up whatever value is currently showing in those windows, enabling the User to perform math functions on
those values (i.e., figuring the number of couplings used for a specific length of conduit). Calculations can be
sent to either the Count or Length windows by using Transfer. “Clear (C)” works like any calculator.
17

Scale
There are a number of ways to use the scale in the Power Probes. All of the functions of ScaleMaster are
available using the Power Probes, with the added ability to input the results directly into our program. The
different options are noted below:
• Typical – There is a list of typical scales available via the pull-down

• Custom – You can create custom scales as needed from engineers/architects or for large scale jobs
anytime and they are added to your pull down list
• Metric – This is a combination of both Custom and Typical in that you adjust existing engineer scales to
“read” as metric (i.e., 1=100 as meters instead of feet), then adjust the results to enter the audit trail as
feet.
• Reduced Drawings – This is a very helpful feature. It allows you to “calibrate” your length probe to
the actual drawing, regardless of the original scale. The key is to set the scale to 1=1, roll off a known
length and then identify that length as the scale. Your length probe is now set to that scale for the rest of
that drawing. Remember, you should do this for each sheet that doesn’t match your original calibration,
since you do not know what enlargement /reduction rate was used.
Shortcuts
There are a few keyboard shortcuts built into the power probes that it would be helpful to know. To bring up
the count calculator, use F3. To bring up the length calculator, use F4. You can “clear” the count/length
windows by using F5/F6 respectively. For example, if you have started counting or measuring and realize it’s
the wrong takeoff, simply choose F5 or F6 and it will reset the count/length windows back to zero.
Metric
For the User doing metric jobs, there is only one basic difference with using our program…the database is in
feet. The takeoff is done the same, the scales can be set to metric, but the results will still be based on feet! Our
method of dealing with metric takeoff requires multiple steps to set-up.
1. SET the scale to the correct metric scale (use existing Engineer scales such as 1=10 or 1=100).
2. CLICK on the I/M button to change the perspective of the scale (i.e., Imperial looks at a scale as
Inches=Feet, Metric looks at a scale as Meters=Centimeters).
3. CLICK on Adj button to bring up the above window. Select the ADJUST box (this will give you a
“tilde” symbol (~) next to the length, indicating you are in an Adjust mode while doing takeoff) and
change the *1 in the adjacent field to *3.281 (this is the metric conversion factor).
4. CLOSE this window.
5. DO your takeoff. The results in power probes will be in meters and the audit trail will show the
conversion to feet.
6. REVERSE the above steps (4-1) to return to Imperial takeoff.
NOTE: It only requires set-up once for the metric conversion, since the new factor will be available via
the pull-down in future use.
18
Auditing/Editing
Advanced Audit Trail
NOTE: The Advanced Audit Trail will be available based on the estimating product you use.
The Advanced Audit Trail allows you to monitor what takeoff has been selected, where it is going, who did it
and when. It also gives you the ability (if your security level and estimating product permits) to modify this
information in real-time for the various adjustments columns. This will be the data that is sent to an Extension
Report and from there to Bid Summary.
Think of the Audit Trail as a continuous record of every Item and Assembly taken off; i.e., changes in the
takeoff multiplier, labor categories and all factors in effect, the takeoff structure in use, any comments that were
printed, and of course the estimator and name of the job. The Audit Trail is also date-and-time stamped at the
time of data input. Only Users with the proper security clearance can change Adj. columns.
NOTE: The Audit Trail content shown will vary based on the estimating product you use.
Filter
The Filter is a method of eliminating unwanted information from view in the Audit Trail to make it easier to use
during takeoff. As shown above, it consists of several levels of filtering depending on the specific needs.
The default Filter is ALL TAKEOFF, which shows everything for the entire job, including any changes in the
labels, multipliers, scale changes, notes, as well as the takeoff for the entire job. The recommended filter for
doing actual takeoff is ALL CURRENT LABELS. This filter will show only that takeoff done in the current
label set you are in. This will help eliminate confusion over takeoff done in other label sets and facilitate
editing in some of the subsequent areas covered. You can also change the filter to your most commonly used
choice and the program will remember (by User) what that setting is for future takeoff.
19
Advanced Audit Trail (contd.)
Summarize
NOTE: The Audit Trail content shown will vary based on the estimating product you use.
No matter what Filter you are using, Summarize will “collect” all takeoff that is identical and “compile” the
information within the Audit Trail. It will perform any math that may be required by the Mul/AdjM
(Multiplier/Adjusted Multiplier) columns and reflect the proper Qty/AdjQ (Quantity/Adjusted Quantity) as
determined by those columns. If similar objects are taken off, but have different LF/AdjLF (Labor
Factor/Adjusted Labor Factor), they will NOT summarize, as they are NOT identical (they will combine and
average when extended).
The visual indicators that you are in Summarize are the “missing” section of the Audit Trail that would
normally show the Mul/AdjM columns and the Summarize button is highlighted. Notice the SP 15A TOGGLE
SW, STANDARD shown in both the above windows. In Summarize, both have been compiled to show the total
quantity of 261. It is important to note a couple of things here. You CAN continue to do takeoff while in the
Summarize mode and it will “compile” your input as you go. On the other hand, you CANNOT edit while in
Summarize, as the program has no idea where in the Audit Trail you wish to make your changes to the AdjQ,
AdjM, or AdjLF.
20

Change Label Set
Opening “Change Labelset”:
First open the “Advanced Audit Trail” then click the [Change Labelset] button to open the “Change Labelset”
as shown below.
1. Selecting Items and/or Assemblies:

The label set selected in the “Advanced Audit Trail” will be shown in the upper half of the “Audit Trail
Edit”. To select an individual item or assembly, click the small area to the left of the item or assembly
where the reference arrow is located. To select more than one item or assembly, hold down the <Ctrl> key
and continue selecting. To select an entire block, highlight the first line in the desired block, scroll down to
the last line in the intended block and then click on the line while holding down the <Shift> key.
2. [Move] and [Copy]:
To [Move] or [Copy] items or assemblies to a new labelset, first select the items and/or assemblies to be
changed, change the labelset in the “To Labeset:” area and then click either the [Move] or [Copy] button.
Why [Move] and [Copy]?
When the [Copy] button is clicked, the labelsets for the selected items and/or assemblies will be added to the
labelset found in the “To Labelset:” area, while the [Move] button will create a copy of the items and/or
assemblies in the labelset found in the “To Labelset:” as well as add another copy of each item and/or assembly
selected with a negative count (resulting in a zero quantity) for the original labelset the item or assembly is
located in.
*For further information on the “Change Labelset”, refer to Section II, Advanced Audit Trail
NOTE: The Change Labelset content shown will vary based on the estimating product you use.
21

My Takeoff
My Takeoff is simply another Filter. In this case it filters out everyone else’s takeoff that may be working in
the current job. If you are the only User on the job, this will have no effect, either enabled or disabled. But if
others are also working, you can see what they have been taking off (based on the actual Filter being used).
This is true for both stand-alone systems and networks. The difference will be that on the stand-alone system,
the Users’ takeoff will be “grouped”, since only one User may work at a time on the system. The network will
allow you to monitor the “streaming” of the takeoff directly as it is being taken off.
Audit Trail Notes
If you want to add a note to an audit item, the note should be added prior to doing the takeoff since the note
should appear BEFORE the takeoff in the Audit Trail Report (but can be added at any time). Click on the
takeoff item or assembly at the top of the Audit Trail, and then press the Note tab on the bottom of the Audit
Trail. The “Audit Trail Note” window opens to let you enter the note. Remember, the only filter that allows
you to see the note is ALL TAKEOFF and must be the active filter for both the on-screen Audit Trail as well as
the report. Audit Trail Notes is an excellent way to make notes about why you are making changes to the
takeoff for future review of the job.
Common Notes
This area contains Notes that you have decided are “Common”. These are the memos you use on a daily basis
or maybe just complex notes you don’t want to type again & again. Click Update to update the note with any
changes you have made.
Transfer Down – “V”

Use this button to move the selected note from “Common” into the Note field, and then choose Insert.
Note Text
Use this area to type in your note(s).
22

Audit Trail Notes (contd.)
Insert
After typing in your note, click here to insert the note into the Audit Trail. (Depending on whether you are
adding a new note or editing an existing one, this button may say “Update”.)
Add to Common
After typing in your note, you may add it to your list of reusable notes by clicking here.
Notes
The Notes check box allows the User to see any notes that may have been inserted for the current filter that is
being used. This is extremely helpful when in All Current Labels, as only those notes for the current labelset
will appear.
Editing the Advanced Audit Trail

The main reason for the Advanced Audit Trail is the ability to edit the takeoff you’ve done directly, without
having to re-do or modify your takeoff. The Advanced Audit Trail consists of the Reference Number (#), the
Description (Name), an Item/Assembly indicator (I/A), Quantity (Qty), Adjusted Quantity (AdjQ), Multiplier
(Mul), and Adjusted Multiplier (AdjM), Labor Factor (LF), Adjusted Labor Factor (AdjLF), User indicator, and
a Date/Time “stamp”.
Tip: You can delete any line in the Audit Trail by highlighting the line you want to delete and pressing
the delete key on the keyboard.
• # - The reference number is just that; the last used number location of the Item or Assembly that was
taken off.
• Name – The name of the Item or Assembly that was taken off.
• I/A – Indicates whether the takeoff is an Item or Assembly (relates back to the reference number so you
know which database to look in).
• Qty – This is the ORIGINAL takeoff quantity.
• AdjQ – This is the same as the Qty unless you need to change it (this is the only place you can make
changes to quantity directly in the audit trail). Then it becomes the ACTUAL takeoff quantity. Any and
all reports read the adjusted columns ONLY.
• Mul – This indicates the multiplier used during takeoff (set from <TAKEOFF><MULTIPLIER> in the
pull-down). We suggest using this feature if you are fairly certain there will be no changes to the
takeoff. Otherwise, we recommend you takeoff the quantities per label, then multiply the label in
EXTENSION.
• AdjM – This will be the same as Mul unless you need to change it (this is the only place you can make
changes to multiplier directly in the audit trail), then it becomes the ACTUAL multiplier. The results of
the multiplication will be reflected when you Summarize.
23

Editing the Advanced Audit Trail (contd.)
• LF – This indicates the Labor Factor used during takeoff (can be set in the individual Takeoff windows
using the UTILITY MENU). This is the multiplier applied to the labor in the database for each item
taken off, whether used alone or a byproduct of an assembly. Remember, this multiplier is based on task
or difficulty.
• AdjLF – This will be the same as LF unless you need to change it (this is the only place you can make
changes to labor factor directly in the audit trail), then it becomes the ACTUAL labor factor. Since the
Labor Factor is selected from a list, the Adjusted Labor Factor must also be selected from a list, so a pull
down is provided for that purpose. Remember, the program is only interested in the numerical value,
not the description. So ANY value you want can be selected in the list, as long as it gives you the results
you want.
• User – This is the User Name (assigned by the program when Users are created in SECURITY).
• Date Time – This indicates the Date and Time takeoff was done. You will note how it is tracked out to
hundredths of a second. This is so network Users can track multi-User takeoff immediately as it’s done.
Assembly Review
The final feature of the Advance Audit Trail is the ability to review Assemblies that have been taken off for
content.
This is a report window and does not allow direct changes but has options to allow review/editing of individual
ByProducts as well as the total assembly. Reviewing while in Takeoff allows you to select an individual by-
product and select GoTo Item. This will automatically open/change a Takeoff window to Items and highlights
the selected item. You can now review/edit that item. The same can be done for the actual assembly by
choosing GoTo Assm. This will automatically open/change a Takeoff window to Assemblies and highlights the
selected assembly. You then review or apply the steps for editing.
NOTE: The Assembly Review content shown will vary based on the estimating product you use.
24
STEP 4 – EXTENSION
Extension Labels
**The Label and Extension label screens are identical, the only exception being the [Extend] button in the lower
right corner.
NOTE: The Labels used may vary based on the estimating product you use.
The job can be extended anytime during the course of the job and as often as required to determine where the
job is in relation to Material Dollars and Labor Hours. In its most basic form, that is what Extension is all
about…totaling the takeoff in these two categories and forwarding the results on to the Bid Summary(s).
This is accomplished by first selecting the <Extension> tab and <New Extension> icon in the ribbon. Then
choose the labels in each column you wish to put together to extend. The simplest way is to use the ALL ALL
button in the lower left corner of the table. This will mark ALL the labels in ALL the columns automatically.
There is also an ALL button on each column. This will mark all the labels in that column. Both All All and All
work as a switch, clicking on them again will “unmark” all the labels. You can also select INDIVIDUAL labels
in each column to get a particular result, such as only those labels pertaining to Base Bid and Power.
NOTE: Since all columns are active all the time, something MUST be selected from each column in
order to proceed with the extension. The program will alert you if you don’t.
The next step is to decide if you want to COMBINE or SEPARATE the labels in one or all of the columns.
This means that any takeoff in any of the labels in a given column will be “broken out” into its own section
within the report, allowing you to review just what was taken off there. This is an excellent tool for the
customer and/or beginning estimators you are monitoring.
Finally, you can apply MULTIPLIERS to any or all the labels. This is a very powerful feature, but requires
careful consideration on the part of the User. This is the method that McCormick Systems suggests when you
have duplicate information required without doing repetitive takeoff in separate labels. When choosing to
multiply a particular label, you must always be aware of the “big picture” that multiplying that label will result
in. If the multiplication is for a particular suite, on a particular floor for example, choosing any other floor(s) to
25
Extension Labels (contd.)

extend at the same time will result in that suite being multiplied on those floors as well. This could have
catastrophic consequences on the total Material Dollars and Labor Hours arrived at. Multiplying labels should
only be used if the customer doesn’t require separate takeoff.
NOTE: The Multipliers availability will vary based on the estimating product you use.
Tip: If you decided to multiply labels in a particular column, it is suggested that you also choose
SEPARATE for that column so the results of the multiplication will be broken out into its own section
of the report. Otherwise, the results will be “mixed” with the takeoff results from all the other labels and
may confuse anyone reviewing the report.
One last feature of the Extension Labels is the “MUL” button at the top of each column. This feature lets you
determine if there are any multipliers in that column without having to “scroll” down the entire list. This is
particularly handy if there are so many labels in the column that they continue “off the page”. If the “M”
column becomes hidden, there are no multipliers. If you get the above message, simply scroll down the list
until you locate the multiplier(s) and decide if you want to keep it or not.
Extension Users
When extending a job, the “Lead Estimator” may choose to COMBINE or SEPARATE the takeoff for all
estimators on the job.
26
Extension Users (contd.)

Or, as an option, the Lead Estimator can choose to extend the takeoff for any combination of Users on the job.
Simply choose the estimator and use the directional arrows between Available Users and Selected Users to
move them back and forth. The single arrows move a single estimator; the double arrows will move the entire
list.
NOTE: Using the double arrows will move the ENTIRE LIST, leaving the original window empty! Just
be aware it’s possible that there will be no estimators listed to extend.
Extension Reports
NOTE: The Extension Report list and the ability to edit/create new reports may vary based on the
estimating product you use.
Extension Reports may be moved up and down in the “Report” area by selecting a report and clicking on the up
or down arrows. Extending takeoff converts the raw takeoff data from the job into material cost and labor hours.
The extended data is then sent to three possible destinations:
• All of the extended data is sent to an Extension Report as defined by the report chosen, where it is either:
New Edit Extension – allowing the User to perform a number of specialized functions such as swapping
material, changing prices and/or labor, range edits or adjustment multipliers, all without making any
changes to the original takeoff or the database;
Preview – allowing the User to simply preview the results without being able to make any changes, then
forward the results; or
Extend – allowing the User to send the report directly to the printer and forwarding the results on to Bid
Summary.
• The total material cost and labor hours are then sent to a Bid Summary of the User’s choice.
27
Extension Reports (contd.)

A bid extension involves making many choices about what to do with the takeoff data and what to do with the
data that will be generated by the extension. Most of these choices are stored in an extension report. Don’t
forget, you have the option of pasting these reports from job to job, saving you many hours of work.
The “bottom line” of an Extension Report shows the total material cost and total labor hour figures that get sent
to the selected Bid Summary.
The default list of Extension Reports also include some “specialized” reports such as Item Material List (simply
a list of every item taken off, either individually or as a by-product of an assembly, and the total quantities), and
Item Pull List (the Item Material List that also includes a “Remarks/Pull” column of blank lines to send to your
stockroom or have on the trucks).
The procedure for doing Extension is as follows:
1. SELECT the REPORT you want to extend by.
2. SELECT (and name) the BID SUMMARY you wish to send the extension results to.
3. VERIFY the REPORT DESTINATION. This includes the ability to export the extension data to a
number of different files for manipulation (using EXTEND) in a third-party program (such as an
accounting or word processing program). The options are COMMA DELIMITED, LOTUS, or EXCEL.
You can also choose what data is exported using the EXPORT OPTIONS.
4. VERIFY the REPORT TYPE. There are four default choices.
• STANDARD is a complete report of all the takeoff as defined by the chosen report.
• ZERO PRICE AND LABOR is a diagnostic tool, recommended using prior to doing the final
extension in Standard. This report will look at all the takeoff, based on the Price and Labor of
the chosen report, and isolate all items that have a unit of measure; each (E) or (blank), hundred
(C), or thousand (M); and either zero price and/or zero labor. After reviewing the report, go back
to Takeoff and open the database. Make the appropriate changes, then re-extend the job.
NOTE: This information IS contained in the Standard report, but will be hidden by
“good” takeoff and can be missed.
NOTE: Items that are Quoted (Q) or Labor that is Exempt (X) for units of measure will
NOT be included in this report.
• QUOTE will produce a report of only those Items that have been taken off with a unit of
measure of (Q).
• TOTALS will produce a report that will show the Extended Price and Labor by Cost Code
(typically) without the line-by-line breakout of takeoff.
5. VERIFY the DISPLAY LABELS. This simply indicates how the labels you chose earlier will be
displayed in the report. These include NONE (no labels will be listed in the report at all. Possible
choice when a large quantity of labels are marked and extended), MARKED (only the labels you
marked earlier), and ALL (all of the labels, marked or not. The chosen labels will be marked in the list).
28

6. NEW EDIT EXTENSION/PREVIEW/EXTEND the report. You can now choose to EDIT the report
and make changes as well as saving without changing the original takeoff or the database. You can also
PREVIEW to see the report on-screen without allowing changes, or send the report directly to the
printer using EXTEND.
NOTE: If you are sending the results of your extension to any other destination than Printer in
the Report Destination field (Step 3 above) you must choose EXTEND. This is the only way to
create the required file in this way.
NOTE: You can print the report from the Preview screen when you are ready or need to. The
previewed report uses the print drivers installed on your system (we do not have any print drivers
of our own), so WYSIWYG (What You See Is What You Get) when you print. If you use EDIT
and make changes to the results, you MUST print directly from On Screen Edit Extension.
On-Screen Edit Extension

On Screen Editing of Extension allows the User to extend take-off to a spreadsheet like interface. The extension
data can then be massaged in a variety of ways. The User then has the option of saving the extension and/or
sending the extended material and labor total to bid summary.
To send the extension data to “Edit Extension”, a new button has been added to the extension report screen.
This button functions the same as the “Preview” and “Extend” buttons with two exceptions. First, the Extended
Price and Labor are not sent directly to Bid Summary. Second, the extension data will be loaded into the “Edit
Extension” interface.
NOTE: The results will have absolutely no effect on the database or the original takeoff.
29
On-Screen Edit Extension (contd.)

Edit Extension Screen Features
You can see the extension report that was used to produce the extension data. The Bid Summary that was
selected is also displayed.
Note: When you send the extension to a Bid Summary, that Bid Summary name will be displayed.
The list of fields, the order of the fields, and initial width of the fields are defined by the extension report.
The Total Price and Labor boxes display the Total Extended Price and Labor for the extension. The column
used to calculate the total is defined by the extension report used to create the extension data.
Note: These are the numbers which will be sent to Bid Summary.
NOTE: The On Screen Extension Edit results will vary based on the estimating product you use.
30

Approval Checks
This option is called Approval Checks. Approval Checks allow a lead estimator, administrator, or project
manager with the proper security to place a visual check beside each item, indicating that he or she has
approved it for the estimate. Quantities, prices and labor cannot be modified once checked as approved.
The checks are then saved with the extension. The checks have no effect on the extension; it is just a tool that
can be used to help make sure the estimate is not modified once approved.
Save/Save As
If this is a new extension, right click on the Edit pull-down and choose the Save As option. The Save As dialog
box will be displayed. Give your new Edit Extension a unique name and left click on the Save As button. The
title of the window will reflect the new name.
Before you have modified your extension data, you will want to save it. If you have previously saved
extensions, you will see them displayed in the list along with the User that saved the extension, the Bid
Summary it was sent to, the extension report that was used to create the extension and the date it was last saved.
Once the extension has been saved, if you select Save, the data will automatically be saved to the name you
gave the extension.
31

Save/Save As (contd.)
NOTE: The program does NOT write directly to the hard drive while in Edit Extension. You WILL
have to manually save on a regular basis to keep your data. Use common sense to determine how
frequently you will save; i.e., the worse your typing skills, the more often you should probably save!
Open Previously Saved Extensions
The File > Open menu from within Edit Extension allows you to Open a previously saved extension. We have
also added an <Estimating> tab and <Saved Extensions> icon in the ribbon that allows you to open On Screen
Editing of Extension directly, without going through the extension process.
In Line Editing of Data

The most common use for “Edit Extension” is to change Data values. There are several ways the User can edit
the extension data. The easiest way is to simply type in a new value over the existing value. For example, in this
extension 945 feet of 3” EMT is taken off, but 1234’ is needed.
By simply entering 1234 in the Quantity column for 3” EMT, we have changed how much 3” EMT is in our
extension and the total price and labor update automatically
NOTE: The in line editing performed will vary based on the estimating product you use. The
example above is just one possibility.
32

In Line Editing of Data (contd.)
Note that the color of the quantity text has changed to red. This makes it easy to see what information has been
changed from the original extension. You can also see that the Ext Price 1 Bid Lab Ext and the totals have
updated to reflect the change in quantity. This is the real power of Edit Extension. The ability to instantly see
the results of any change made to the extension data. This ability applies to any Data such as Price or Labor.
Reports
The Reports option allows you to print an extension report similar to the Preview option that currently exists in
the Estimating software. The two major differences are that the format of the report depends on the currently
selected tab. If you are on the Extension Report tab, the report is formatted based on the extension report
selected. If the current tab is Cost Code, then the data is grouped and totaled by cost code. The other difference
is that all the Job Detail information is placed on the header of the report.
Choose the tab for the information you want the report for. Go to <File><Reports> and it will bring up the
report as shown above. You can then either print or export.
Sending Extension Data To Bid Summary

Once you are satisfied with the modifications made to the extension, it’s time to send the Extended Price and
Labor to Bid Summary.
Either select the Send To option from the File menu or click on the Send button in the upper right hand corner.
You will see a list of Summaries for the current job. You will be asked to save the Edit Extension report before
sending to the Bid Summary. The total Extended Price and Labor will be sent to the marked Bid Summary.
33

Sending Extension Data To Bid Summary (contd.)
Sending Extension Data To Graph/Schedule
When you choose a Bid Summary to send the data to, you will also be prompted whether you want to send
those results to a Graphs and/or a Schedule. Choosing NO will terminate the process.
*For further information on the On Screen Edit Extension features, refer to Section II, Edit
Extension on Screen
34
STEP 5 – BID SUMMARY

Bid Summary Top Sheet
The last step on preparing a bid is to put the ‘polish’ on the facts and figures. This step is called Bid Summary.
A Bid Summary receives two Bid Summary totals from Extension. These totals are material cost and labor
hours. Through a series of multiple screens, these figures are translated and adjusted to produce the finished
sell price. Each Bid Summary can reflect the material and labor figures from a different extension. This
provides the flexibility to extend a job many different ways and thus prepare different types of bids for the same
job. The Bid Summary can be accessed from the <Bid Summary> tab and <Summary> icon in the ribbon.
The Top Sheet above summarizes all the dollar figures from all of the additional sub-screens. It also allows
final adjustments of these figures and additional adjustments for any overhead, profit, or bond requirements not
already included. The cost review area listed in the upper left of the window displays amounts that are
calculated elsewhere in the program.
35
Bid Summary Top Sheet (cont’d.)
Material dollars and Labor hours are drawn from the ADJUSTED MATERIAL/HOURS columns in the lower
left corner of the Top. Other cost category amounts are calculated from the associated cost screens. You can
enter overhead and/or profit by entering a number in either the dollar or percentage column associated with the
cost category.
A red box appears on the top sheet if information is still required on the labor screen or any of the other cost
screens where information has been marked as “required” (R).
The gray area to the right is your “running totals” of the Bid Summary you have focus on. You cannot change
these quantities directly. You must go to the area of concern and make the changes there. Also, the Sell Price
will be noted in red until all required information is addressed.
Tip: The first time through a Summary, only make adjustments to the ADUSTED
MATERIALS/HOURS, as needed. Also make sure you have focus on the correct BID SUMMARY.
Then go to the other screens, left to right, by clicking on the appropriate TAB. Return to the Top Sheet
after you have entered all other data in order to apply the final data such as PROFIT and OVERHEAD.
36
Bid Summary Labor
Start with the LABOR TAB (tabs are located at the bottom of the window) to assign hours per labor
classification to calculate a labor price. You simply fill in the fields on the larger right side of the screen with
the appropriate information; i.e., the Class name, % Total or Hours, Rate, Burden or Burden %. The Dollars
will calculate when you move off that line.
Or, you can highlight the labor classification in the table located in the upper left corner and click the BOLD
ARROW icon below the GROUP list to paste that labor classification to the working screen. Once you have
pasted all the necessary labor classifications to the working screen, you can then distribute the hours (using
either the %TOTAL column or the HOURS column). Keep checking the information boxes at the top of the
window to make sure that all hours are assigned.
You will note that as you select the various labor classifications and paste them to the working screen, the
RATE, BURDEN, and BURDEN % are automatically entered from the GROUP you are pasting from.
*For further information on Labor Groups and Labor Burden, refer to Section II, Bid Summary
NOTE: Whenever you paste information into a job, that information becomes “job specific” and can be
edited with no effect on the original information. This means you can change the information in the
various columns without affecting the original GROUP you pasted from.
NOTE: The Labor Groups available may vary based on the estimating product you use.
37
Bid Summary Other Cost Tabs
NOTE: The Other Cost Tabs lists and number of tabs available will vary based on the estimating
product you use.
The Bid Summary comes with four default OTHER COST screens; “QUOTES”, “SUB CONTRACTORS”,
“DIRECT JOB EXPENSE (DJE)”, and “EQUIPMENT RENTAL”. These, along with any additional User
defined other costs screens, will operate in the same way. The only difference will be in the data assigned to the
individual forms.
The amounts entered on each screen are totaled and sent up to the “TOP SHEET” for compilation into the final
bid summary.
Tip: Because the NAME, SUPPLIER, and “T” (Tax) of the Other Cost categories are common to ALL bid
summaries, changing them in one Bid Summary will change them in all the others as well. So create your
list in one, it’s done in all your listed summaries.
Required (R)
If this box is checked (per line), the RED BORDER will appear on the Top Sheet until all the information has
been entered for that category and the check marks removed (not removed automatically). For example, by
default, all LABOR must be assigned before the border will be removed (LABOR is the only category that will
automatically uncheck).
Tip: The red border is only a visual reminder that there is work that has not been completed. It will not
stop you from sending a Summary to print or in any way affect your final numbers.
Name
This field contains whatever you want in the list for the particular Other Cost category you are in. For example,
in Quotes, you might list all of the Switchgear suppliers, all of the Fixture suppliers, etc.
38
Bid Summary Other Cost Tabs (contd.)

Supplier
This field allows you to identify the Suppliers for each Name you’ve listed, such as the Switchgear and Fixture
suppliers.
Tax (T)
This field needs to be checked in order to forward the results to the Tax Table (filled out later), where they will
be totaled up for taxing. Remember, checking this field will also check it in all other Summaries. The key is
not setting tax here, but indicate those things you DO want taxed later.
Unit
This is where you input the dollar quantity you received from the individual Suppliers.
Multiplier
This field can be used one of two ways. If the dollar quantity is a lump sum amount, the multiplier is typically
1. Or, if the dollar quantity is by unit price, the multiplier would be the number of units the quote applies to.
Dollars
This is the calculated total of Unit times the Multiplier. The total for the entire sheet will be in the lower right
corner of the window.
Bid Summary Other Costs (New)
Using the Bid Summary tab and the Other Costs icon in the Tabs Setup area of the ribbon, you may ADD,
EDIT, or DELETE Bid Summary Other Cost reports. You may also determine which screens may be opened
using the Tabs located along the bottom of the Bid Summary window.
39
Bid Summary Bond
The bid bond associated with the job can be set as a percentage of the “Final Price”. You have the option of
turning the Bond Table on or off in the Top Sheet.
Keep in mind that a Bond Table is cumulative. This means that the dollar amount of the job must calculate
every increment from $0.00 to the final amount.
The above example shows increments by $100,000.00 from $0.00 to $100,000 and then increasing by
$100,000.00 increments (the last increment represents a major increase to the increment by $500,000).
Remember, you will customize your Bond Table according to the terms of your Bonding Agent. The Bond
Table is job specific and CAN be pre-set in a Sample Job. But, if your Bond increments are different for every
job you do, leave your Bond Table blank and create them individually for each job.
40
Bid Summary Tax
The Tax screen lets you define tax rates to be applied to the appropriate cost categories. Remember, there will
be no Taxable Amounts here (except Materials/Labor, which are automatic) unless you have checked the “T”
column in the appropriate Other Cost screens.
NOTE: Since checking the “T” column will apply to ALL Bid Summaries, the program handles each
Tax screen as “summary sensitive”. Meaning that rates assigned for one summary will not apply to
another. You must input the tax rates for each summary separately.
41
Bid Summary Top Sheet Completion
Overhead $ / %
These two columns allow you to modify your overhead by allowing you to enter in either a dollar amount or
percentage per line. The results “cross calculate”, i.e., putting in a dollar amount will calculate the percent and
vice versa.
Tip: You may also create global variations using the “Adjust Overhead & Profit” fields below the Other
Cost area and/or making selections from the pull down as shown above for CHANGE, INCREASE,
DECREASE, DIVIDE, and MULTIPLY ALL BY. Then type in either a dollar amount or a percentage.
Use the % or $ at the end of the line to identify which choice you made and it will transfer the result to
the table.
Profit $ / %
These two columns allow you to modify your profit by allowing you to enter in either a dollar amount or
percentage per line. The results “cross calculate”, i.e., putting in a dollar amount will calculate the percent and
vice versa.
Mark-up Sales Tax

Checking this box will apply your profit percentage to the sales tax and add the result to the Profit field on the
right side of your Top Sheet.
42
Bid Summary Top Sheet Completion (cont’d.)

Use Bond Table
Checking this box will activate the Bond Table as set up by using the Bond Tab.
Adjust Sell
As in other areas of the program, you can make adjustments to your final Sell Price. This field is also very
convenient to preview negotiated Sell Price. Type in the negotiated Sell Price, hit <ENTER>, and you will
notice the two gray fields below will reflect the Adjusted Return, both dollars and percentage. Since most
estimators know what percent return they need to be profitable, this will give you an immediate indicator if the
sell price being asked is appropriate.
Square Feet (Sq Ft)*

This field allows you to input the calculated or stated square footage for the job.
Job Months*
This field allows you to input the estimated length of the job in terms of MONTHS. We recommend you use a
four-week month so you can utilize decimals for weeks, such as .25, .5, and .75 for 1, 2, and 3 weeks
respectively.
Hours/Wk*
This field is defaulted for 40 hours, but can be modified per Bid Summary to be whatever you want.
Workers/Day*
This field is a calculation using the Job Months, Hours/Wk and total Adj Labor Hours.
* None of these fields have any effect on the final Sell Price. They create the data in Sales/Month,
Return/Month, Price/SqFt, and Hours/SqFt on the right side of the Top Sheet following the Sell Price
and are only meant as reference “benchmarks”.
Update Job Details

This button updates any of the Bid Summary Details in the Job Details list. You will be asked if you want to
update the values. If the “Yes” button is clicked, a list of the updated fields will be shown.
43
Bid Summary Top Sheet Completion (contd.)

Printing
There are actually three different ways to print the Bid Summary.
1. Select a single Bid Summary without checking the box at the beginning of the line and print. You will
get a report of just that Bid Summary.
2. Select multiple Bid Summaries by checking the boxes at the beginning of the lines and print. You will
get individual reports of all the Bid Summaries checked.
3. Select multiple Bid Summaries by checking the boxes at the beginning of the lines; select the
<COMBINED> button in the lower left corner of the Bid Summary Top Sheet. This will immediately
modify the Top Sheet to show all the totals for the Bid Summaries you selected as a combined amount.
When you print, you will get ONE report with the combined information.
When you have finished defining all of the Other Cost screens, Amounts, and Overheads/Percentages for your
Bid Summary, select the Bid Summary tab and the Print icon from the ribbon. The “Bid Summary Page Order”
window will open to let you select the Bid Summary Layout to use. The default is “Print All Bid Summary
Sections” which cannot be copied or edited. Custom reports can be created.
*For further information on Bid Summary, refer to Section II, Bid Summary
44
SECTION II
EXPANDED JOB ESTIMATING
45
System Login
This is the First Dialog box you see when you enter the application. At this time you are required to enter an
existing Users Name & Password to gain access to the program.
User Name
First time Users should login as “Admin” as the password is the EXACT SAME AS THE USER NAME. This
makes it easier to copy and insert in the password field. Either “Est1” or “Est2” can also be used, the
password again being the EXACT SAME AS THE USER NAME. The User Est2, is a “power User” with
enhanced window set-ups.
Tip: Some Users will find that some areas described in this manual may not be completely available on
your screen. We recommend running at 800x600 resolution or greater, as this will give you more
usable screen space. ***See your Windows manual for directions on changing Screen Resolution.
NOTE: The Users available may vary based on the estimating product you use.
Password
The Login window also requires a password. For your first login, your password is the same as your User name
(Admin, Est1 and Est2.) To change your password and/or to set up a new User, *See Security.
Tip: It’s important to note that passwords are case-sensitive. For example, capital letters must always
be entered as capitals in your password. Numbers are also allowed in the passwords.
NOTE: The “Save Password” availability will vary based on the estimating product you use.
46
Jobs Screen
The “Jobs” window opens itself when you start the application. If you need to open a job after the initial start-
up of the software, you can come back to the “Jobs” window using the <Jobs> tab and <Jobs> icon in the
ribbon, or the (1) Jobs toolbar button. Initially, you select a job from the Active or All Jobs list, which appears
on your screen by highlighting it with the mouse or arrow keys, then click on the option you would like to
perform. [Open, Details, Delete, Backup, Restore or Select a Tab in the “Move Jobs to Tab” pull down]. Or
begin an entirely new job by selecting New Job.
Based on the Security settings, you also have the option of creating new Job tabs, and moving or deleting Job
tabs. The Active, Inactive, and All Jobs tabs cannot be deleted, and the Active and Inactive tabs cannot be
moved. Job Tabs may be added by clicking the “Setup”, then “New” button and entering a Tab Name and Tab
Description. The Tab may be made visible or un-visible by selecting “True” or “False”. Tabs may be deleted by
selecting the Tab from the “Tab List” and clicking the Delete button. A Job may be moved to another tab by
selecting the Job, selecting the tab in the “Move Job to Tab” pull down and clicking on the Tab name. The Job
Details buttons may be added or removed under the “Job Details” tab in the “Move Job to Tab” pull down by
selecting them on the left side and clicking the right arrow button. Tabs or Details may be move up or down in
the list with the up and down arrows. The AutoSize Column Headings Height check box allows two line
column heights. The Apply Columns to All Current Users check box gives this setup to all Users.
NOTE: You maintain all of the same functions in any of the Job Tabs.
47
Jobs Screen (contd.)

Tip: You may perform a quick search throughout your job database by using the row along the bottom
of the job screen for each column. This is an “active find” and will filter your entries as you type them
until the match you want is found. It is NOT case sensitive, but IS context sensitive, meaning spelling
and spacing is critical.
The jobs list can be sorted in a number of different ways. Clicking on any column heading lets you toggle
between sorting in ascending or descending order.
• Click on the column heading for Job Name to perform a sort by job name (alphabetical, including
numbers).
• Click on Lead Estimator to sort by Estimator.
• Click on Job # to sort by job number (this is the default sort).
• Click on Bid Date in the Active window to sort by Bid Dates.
• Click on Archive Date in the Inactive window to sort by Archive date.
Jobs are made up of:
• The Job heading information
• Takeoff records created during Takeoff
• Reports created during Takeoff, Extension & Bid Summary
• A database of items/assemblies specific to the job (Temporary Database)
Each job contains its own copy of the job information. The number of jobs has no affect on the operation of the
program, since you can only work in one job at a time.
NOTE: The number of jobs available may vary based on the estimating product you use.
Tip: You may be security-limited from accessing certain jobs in this screen. If you do not have security
clearance to perform the operation, the button will be “grayed out”.
Job Backup/Restore
48
Job Backup/Restore (contd.)

Backing up a job is a matter of telling the program where and how you want to back it up. As the window
above indicates, you can give the job a name by typing it in the “File Name” field. Job names can be whatever
you choose. The entire path will be shown in the File Name field when the window appears.
You can also choose the destination of the backup using the “Save in” field. One option might be to create a
folder for “old” jobs on your hard drive, or folders for each of your Users. Or you can back the job up to any
media your system recognizes using the pull-down, giving you a list of available medias (floppies, writeable
CD, Zip drive, etc.).
“Restore” is the exact opposite. Select the media you backed up on (or the folder you backed up to), select the
archive file, and select OK.
Once you have chosen your archive file, the program will process the restore and bring up the above window.
You will note it contains all the backup information from when the file was created in the top portion.
You then select the “Restore Option” you wish. Be aware that you probably will NOT see the first option most
of the time since it only comes up if you are restoring the exact same job to the exact same computer it was
backed up on. The default choice is to “Create New Job From Backup”. This is the logical choice for a first
time restore on another system, since it will no doubt be another job number entirely.
49
Job Backup/Restore (contd.)

If you work in this job and decide to back it up and take it back to the original source, it is recommended that
you highlight the original job in the job list, select “Restore” from the Job Screen, go through the restore
process and then select “Job Selected on Job Screen” from this window. This will “overwrite” the old job with
the new job containing the additional work. You can, of course, choose to restore the backup job back to the
original system as a new job, but remember you will then have two jobs with the same name, but different job
numbers (the higher the number, the newer the job).
Backup – System
The other method of backup in the McCormick Windows program is the system backup. This is a separate
utility that is accessed outside the estimating program by going to <START> <PROGRAMS> <MCCORMICK
SYSTEMS><MCCORMICK WINXXX> <MAINTENANCE UTILITY>. Since this is a system backup, it is
intended for backing up and restoring ON THE SAME SYSTEM. This does NOT utilize archive files, so it will
back up the jobs as they are and attempt to restore them to the same location.
NOTE: The number of system backups available for each company may vary based on the
50
Backup – System (contd.)
Click on RESTORE and complete the steps that appear above. The default restore is to the program database
path. The utility will remember the last Restore From choice made.
This utility will also be automatically accessed the next time you open the program, should you exit our
estimating program improperly (shutting off the computer in the middle of the job, either on purpose or by
accident for example). In which case you would select REPAIR & COMPACT and select those areas you wish
to “fix”. If it is a job, you should choose the job you were in and all three of the databases (System, Application
and Parts), but the Parts as a minimum.
51
Backup – System (contd.)

Also, it’s not a bad idea to run the REPAIR & COMPACT on everything at least once a week. Use the backup
utility whenever you are doing any kind of major database management. Use it as frequently as possible to
save your work.
The Lock System tab allows you to set a system message and lock the System Database. Any Users will get a
system message that the database will be locked ( with your reason) and gives them a logout now button, if the
User is not at their desk it will log them out safely after 5 minutes. They will get the following message if they
try to log back in, until the Systems Database is unlocked.
You CAN backup the parts database by itself and copy it to any other install of our software (i.e., on a laptop or
another system in the office). There are a number of reasons you would not want to copy the System database
to any other system than its original, mainly because the backup may have “old” information on Users and job
names.
NOTE: Use the Database Types and Select Actions to make pre-set choices as indicated. (Such as
selecting all the jobs at once)
52
Job Details
Job Detail Fields
This is the Job Information window. Navigate through the Job Detail information using the tabs located at the
bottom of the form. There are several information boxes you need to pay attention to when adding a new job in
the “Jobs Information” window. The field names that appear in the left hand column are default field names,
and may be customized to fit any field name or information you want. *See Set-up. The first four field names –
Job Name, Bid Date, Contractor Name, and Contractor Telephone are proprietary and cannot be edited.
Fill in the fields on the right hand column with information pertaining to the current job. This information can
appear on various Reports & Forms throughout the program (i.e., “ Extension & Bid Summary reports”) if set-
up to do so by the program (Job Name, Bid Date, Contractor Name, and Contractor Telephone) or by the
individual User (merge fields in Export or Proposal). Otherwise, the data will remain here as a reference source
for future use.
Tip: If the field you are working on has been defined, as “Multiple Choice” the arrow to the right (1)
will bring up a list of choices (2). Type of Job is an example of one of these “Multiple Choice” fields.
Set-up
Job Details may be moved up or down in the list by using the up/down arrows.
53
Job Details (contd.)

Job Details Setup (contd.)
Selecting the “Set-up” from the Job Detail window allows you to both create new fields and edit existing fields.
When editing, you can change the Name that will appear in the left hand default field column, the Field Type
and the Entry Values. If you choose the Multiple Choice option, you can then create a list to choose from in the
Choices box. Note that the choices DO NOT have to be single word, but can be more descriptive in content.
You ARE limited to one (1) line for each choice. If you make mistakes or change your mind, choose CANCEL.
If you wish to save your changes, choose OK.
Bid Summary information may be imported by selecting the “Bid Summary Details” Tab, and selecting the Bid
Summary Field, changing the Job Detail Display Name if needed, and selecting yes or no if editing is allowed
in the Job Details.
The Job Details field (gray area) only has to be Set-up once. They then become default for ALL the jobs.
Create fields that are GENERAL in nature only and apply to every job you do. It’s not a bad idea to put your
thoughts on paper first, using the bid documents for an existing job as a guide.
Job Notes
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Job Notes (contd.)

This is the place to enter special notes about the job and/or contractor preferences, special instructions about the
job, or any other job specific information you want to keep handy. These notes appear in the first section of
both Extension and Bid Summary reports.
Tip: You can return to this screen at any time to add or modify your notes by choosing
<EDIT><JOB><DETAILS> from the pull down menu located at the very top of the screen within the
job and then clicking on the Notes tab. Another alternative would be to use <EDIT><JOB><NOTES>,
which would take you to the notes screen directly.
Job Users
Use this screen to control what people have access to the current job. The User that started the job is
automatically assigned Lead Estimator status.
Available Users
This Area shows a list of available Users to select for the job. Before any User with a security level other than
Administrator can perform takeoff on a job, you must move that User to the “Active Users on Job” list in this
window. If you need to add Users to the system, use the <EDIT><SECURITY> command in the pull down
menu and go to “User Maintenance”. *See Security
Lead Estimator
Use the pull down arrow to change the Lead Estimator for the job. Lead Estimator status is automatically
assigned to the person who starts the job. The Lead Estimator can be changed at any point during the job. For
example, you might need to pass estimating responsibility from one User to another during vacations or
employee changes. However, this feature is security-limited to only the Users who have Administrator security
access, or the original Lead Estimator.
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Job Users (contd.)

Active Users on Job
This information box displays a list of Users who have access to the current job and/or have performed takeoff.
Inactive Users on Job

After a User has performed takeoff, you might want to inactivate the User to eliminate their access to this
particular job. Inactive Users are still part of the job in terms of their previous takeoff, but they are locked out
of current access to the job.
Directories
The Directories tab doesn’t allow any editing. It simply shows where and how the program was originally
installed. Very handy when it comes time to do backups or otherwise manipulate your program.
Job Screen Reports
The default Job Screen Report or a Custom Job Report may be printed or previewed by selecting the proper Job
Tab, clicking Job tab in the ribbon and the Print icon. To preview a custom report, click on Custom Job Report,
and select a report from the pull down. The Job Listing report may be exported to Word or Excel.
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Job Screen Reports (contd.)
To create a custom report, click on the “Edit” Button, choose “New”, name the report, and the Job Report Setup
window appears. New reports may be created or existing reports may be edited using the left and right arrows.
Job Details may be moved up and down in the list by marking the Detail in the “Selected Jobs Details” list.
Paste from Job
Paste from Job makes it possible to keep several ‘default’ jobs on your system as templates for new jobs, or
allow pasting from a past job that is similar to the one you are starting. When you start a new job, you can use
one of these jobs as the source of the takeoff labels, temporary database, etc. For example, maybe you would
like the extension reports from the Sample Job & the Bid Summaries from a job you created last week. Simply
select the job you would like to copy from, choose which portion you want, and click and paste.
Paste From
These boxes lets you select the job you’re going to paste FROM. Clicking on the arrow to the right of the box
can access a pull-down list of all available Tabs. You can also “sort” through the list by highlighting the field
and typing in the job name you are looking for. Just remember the process is very specific. You must type the
name exactly as it appears in the job list, including spaces and spelling, or it won’t find it. Each time you start a
new job, the Paste From Job: line will be the last job you pasted from.
Tip: If you have just added a new database to the system, you will not have any jobs available to
“Paste” from. In this situation, your first step should be to create a new Sample Job.
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Paste from Job (contd.)

Paste Labels
Select this option to paste Labels from the selected job. The takeoff labels organize the job into ‘systems’ of
breakouts. Jobs can be organized according to sheet numbers, floors, buildings, alternate bid packages or
combinations of these. There are as many ways to organize a job, as there are estimators. You can only paste
Labels to your job before any takeoff is performed.
Paste Labor Categories*

Select this option to paste in Labor Categories from the selected job. These are multipliers that apply to the
labor in the permanent database based on task difficulty. You may only paste Labor Categories to your job
before any takeoff is performed.
Paste Job-Specific Parts*

Select this option to paste in Job-Specific Parts (also known as the ‘temporary database’) from the selected job.
The temporary database for a job contains items & assemblies that are unique to that job. The ‘temporaries’
may include a simple fixture list, special materials that are used on certain kinds of jobs or assemblies that are
used one time only. Some people have been known to takeoff entire estimates from the temporary database
only. You may only paste Job-Specific Parts to your job before any actual takeoff is performed in that area of
the job.
Paste Job Details

Select this option to paste in Job Details from the selected job. Please note this will also replace your current
Job name.
Paste Takeoff
Select this option to paste in Takeoff from the selected job. When pasting Takeoff, you have two options, to
replace or to append takeoff.
• If you haven’t done any takeoff for a job, or you would like to delete the current takeoff select Replace.
• If you have takeoff you want to keep, select Append. This will ADD the takeoff from the selected job to
the takeoff you’ve already performed.
Tip: If your current label sets do not match the takeoff from the previous job, your data will be
invalid. All job specific information MUST be identical.
Paste Saved Extension Reports

This function allows you to paste any Saved Edit Extension reports from the selected job. It will paste all the
saved Edit Extension reports; you cannot “pick and choose”.
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Paste from Job (contd.)

Paste Extension Reports*
Select this option to paste in Extension Reports from the selected job.
Tip: Since Extension Reports are job specific, if you do not paste Extension Reports from another job
such as the Sample Job, you will have to create them from scratch. You can, however, always return to
the Paste From Job screen at any time and Paste the Extension Reports by choosing <EDIT><PASTE
FROM JOB> from the pull down menu located at the very top of the screen.
Paste Bid Summaries

Select this option to paste in Bid Summaries from the selected job. Pasting from an existing job will include
any numerical data, requiring extensive editing.
Default
This option allows the User to choose those areas to paste for every new job. Once the choices are made, they
will come up marked on any subsequent new job they begin. The option can be used whenever the need
changes per User, but has to be set-up using a new job.
* Initial default selections when starting a new job. As a minimum, these should be pasted.
Ribbon/Menus
The basic McCormick WinProduct screen contains three menus: the Windows Ribbon, a Toolbar and a Label
Bar. You can turn both the toolbar and label bar on or off, using the <Takeoff> tab and the <Show Toolbar>
and <Show Labelbar> icons in the ribbon as seen above. Windows remembers the last screen it had up, so on
occasion, the toolbar and label bar will not appear when you first open a job.
Tool Bar Buttons

Toolbar buttons are simply pre-set shortcuts. Clicking on any of the Toolbar buttons will cause them to restore
a User assigned workscreen (Example: 2 Assembly Lists an Audit trail & the multiplier). Only the number of
windows you can comfortably fit on your screen limits you. This allows you to create custom workscreens that
are geared to your personal requirements. *Note: Every User may have their own custom toolbar.
Default Toolbar Buttons

These are the first five Toolbar buttons. They are numbered 1 through 5 to indicate steps you take to move
through the estimating process from creating a new Job to printing Bid Summaries.
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Ribbon/Menus (contd.)
Tip: These buttons were created to show you the ease & power with which you may create your own
workscreens. You will want to customize them as soon as possible to take advantage of your working
style. We recommend you NOT customize buttons 1, 2, 4, and 5.
Tip: Double Clicking on the gray border that surrounds the Toolbar/Label bar will cause it to disappear
from your workscreen.
Custom Toolbar Buttons
Right Click on a toolbar button. If the button is blank, you will be asked for a name first (left). Otherwise you
will be presented with the menu on the right.
Delete
This will delete the button you just selected. ***There is no Undo for this option!!!
Rename
You will be prompted for the New Name of the button you just selected.
Snapshot
Snapshot will save your current screen configuration and apply it to the selected button.
Tip: Make sure everything is in place before doing a snapshot since this is how your workscreen will
appear whenever you access this button as this specific User.
Macro
You will be prompted to type in the series of keystrokes that you wish the program to repeat every time the
button is clicked. The only default macro is the Workspace toolbar button. Do NOT do a snapshot on this
button as it will replace the macro and change its function. The Workspace macro is {F10}kklw.
Keyboard
This feature is designed to emulate the Keyboard procedures that previous McCormick Systems DOS Users are
familiar with. After selecting Keyboard you will be asked which configuration you would like to map to the
existing takeoff lists; 1, 2 or 3 window Keyboard Mapping. This only relates to the number of Takeoff lists you
have on the screen (Example: For 1 Item list & 1 Assembly list you would select “2 Window”).
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Ribbon/Menus (contd.)
Tip: Keyboard mapping only affects Takeoff lists, unless you specify otherwise, under
<EDIT><KEYBOARD> from the pull down menu.
Tip: Keyboard mapping is also how Takeoff lists will allow “automatic” entering of input in the count
field when you select an individual item or assembly.
Labels
**The Label and Extension Label screens are identical; the only exception is the [Extend] Button.
NOTE: The number of columns and labels per column available will vary based on the estimating
product you use.
To access, use the <Takeoff> tab and <Labels> icon in the ribbon. The program can breakout parts of a job for
taking off, extending, and printing out. The job can then be organized into breakout modules, each can be
estimated separately, and bid prices can be figured for various combinations of the breakouts. Different
estimates can be developed for the same breakout based on different conditions. Structuring the labels before
doing taking off does this.
NOTE: The User has the ability to assign a Label Group, consisting of a pre-selected choice of labels.
The program will remember those choices when the particular Label Group is selected at a later time.
This will facilitate some of the program’s procedures, such as extension, being accomplished quicker.
The Label Group can be created at the time the labels are created or just prior to being used, such as
extension.
CAUTION: Changing the label choices while in an assigned Label Group will change that group of
labels in future uses of that Group.
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Labels (contd.)
At the simplest level, any job, no matter how big or small, can be structured as a single breakout label. Every
item and assembly subsequently taken off for that job is part of that breakout system. You will NOT be able to
breakout any individual information in this structure.
Tip: In actual practice, we recommend a minimum of two breakouts. The first is your bid package (i.e.,
Base Bid), followed by a second breakout for the rest of the job. This allows for the possibility of the
customer adding an alternate as another bid package prior to the bid or doing change orders later if you
get the job.
The label group has three states, UnLocked, Locked, and Exclusively Locked. Unlocked is just how it used to
be, so you don’t have to mess with it. Locked can be locked and unlocked by anyone and is time/date stamped
as well as by whom. Exclusive Locked can be locked by anyone, but only the User who locked it or an Admin
can unlock it. This gives the User options to protect their bid, both from accidental click or from other Users
accidentally making a change to your bid without you knowing about it.
In the following example, there are three levels of labels. The illustration shows a typical job broken out into
Floor 1 and Floor 2. Floors 1 and 2 are each broken out into Power, Light, and Feeders.
There can be many sets of labels that establish the degree of detail needed for a bid.
NOTE: The levels and breakouts, as well as number of columns and labels/column will vary based
on the estimating product you use.
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Labels (contd.)
Tip: Takeoff does not require an elaborate takeoff structure. This is especially true with smaller jobs.
However, the bigger the job, the more help takeoff structure can be.
Each column should contain a separate level of labels. All labels for the same level of takeoff MUST be in the
same column, allowing the User/program to choose one label at a time from each level for takeoff
Tip: All columns are active all the time during the job. Therefore one label MUST be selected in every
column, even if that label says <none>.
Label Bar
The label bar allows you to easily see in which Label Set you are currently doing takeoff. Think of it as a Title
Page for all of your current takeoff. You quickly change from one Label Set to another by clicking on the pull
down control to the right of each label and selecting from the list of available labels for that column.
*Remember, since all columns are active all the time, the top example IS a legitimate label set and takeoff can
be done in it since <none> is a real label.
Label Bar Entries
A label can be added or replaced by highlighting a label and typing in a new label name. You will be prompted
to Add or Change. Adding will place your new label at the bottom of the current list of labels, while replacing
a label will delete the current label and place the new one over the top of it. You can access the full Labels
window using the “Extension” tab and “Labels” icon in the ribbon or the <(2) Labels> toolbar button.
NOTE: Changing a label does that ONLY! Any previous takeoff will remain under the new label
name. Moving data from one Label Set to another is done in Takeoff. *See Advanced Audit
Trail/Change Labelset.
The arrow to the right of each label column activates a pull down menu, allowing you to view or select a new
label from that column.
Tip: Double left clicking on the gray border that surrounds the Label bar will remove it from the
workscreen. If already missing, choosing <Takeoff><Toolbars><Labelbar> will return it.
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Items List
NOTE: The databases and ability to edit will vary based on Security and the estimating product you
use.
All Takeoff is accomplished by using either an Item (1) or Assembly list. From here you may select (2) and
count off (3) your required materials. Labor and pricing information is saved with the individual parts and may
be viewed or modified using the Review tab. You also have the ability to move to, or create Temporary job
items. These may be reached by using one of the following methods:
• Right-click anywhere in the list with item names
• Click the “PJ” (or Perm/Job as shown above) tab if it is showing
• Choose the <Takeoff> tab and the <Open Item Window> icon in the ribbon. Then use the <Perm/Job
Specific> icon in the Tabs section of the individual window.
The fundamental component of the database is an Item. An item is an individual unit of material used for
estimating. Everything in the database is composed of items. Even the assemblies are made from items,
although they are called ByProducts when used in an assembly.
It will help you to understand the database if you think of it as two parts:
• Item List – Contains price and labor specifications for individual items.
• Assembly List – Contains ByProducts, prices and labor information about assemblies. (A by-product is
an item that is used as part of an assembly.)
Tip: You may enter a lump sum into the manual entry box by simply typing in numbers while the takeoff
window has focus. You do not need to move the cursor into the entry box! Hitting return/enter will send
the information to the Audit Trail. (Keyboard Mapping must be applied to the current takeoff window(s) for
this to work.)
Tip: You can also perform minor math function directly in the input window (adding, multiplying,
subtracting and division). You SHOULD NOT perform multiple math (such as adding and multiplying).
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Item Review Specs
You will be spending a lot of time looking at the “Review” screen for your item and assembly lists as you
arrange your items and assemblies in their proper positions within your database. While in Review mode,
you still retain all of the functionality of the original takeoff list. (For example: You may still do takeoff
using all of the different count methods.)
The names that appear in the review screen for item and assembly specifications and the order they appear
in are not permanent. Some specs like Item #, Assembly Name, and some others may be descriptive enough
the way they are. The best spec names are ones that are descriptive of your operation; they are the ones you
will remember most easily. A description of some of the most common specs are listed below:
NOTE: The specifications used will vary based on the estimating product you use.
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Item Review Specs (contd.)

• Item Name – This can be edited by the User directly to represent the particular item. A suggestion
would be to put any dimension (diameter, length, etc.) at the beginning of the name; i.e., 3 1/2 EMT
Conduit.
Tip – If entering diameter dimensions into the Item Name, the following will help when using
Exchange. Compound numbers (1 1/2, 2 1/4) are flush left (no space), fractions (1/2, 1/4) are
three spaces, whole numbers (2, 3) are five spaces.
• Manufacturer – This would be the specific Manufacturer of the item (if appropriate). The typical
listing uses the same names as Tra-Ser.
• Catalog Number – This is the catalog number typically used by the Manufacture for a particular
item.
• Book Price – Can be changed manually (also updated by pricing services such as Trade Service® ,
EPIC® or a specific supplier).
• Price 1/Price 2/Price 3 – Multiples of Book Price. These specs CANNOT be changed manually.
• Bid Labor – Actual install time; can be input manually by the User based on experience, a reference
source or a percentage of NECA.
• CO Lbr 1/CO Lbr 2 – Increased factors based on Bid Labor for Change Order purposes. These
specs CANNOT be changed manually.
• NECA1, NECA2, and NECA3 – The values for NECA1, NECA2, and NECA3 are input directly
according to the current NECA Manual for Normal, Difficult and Very Difficult.
• Unit Price – The final unit price of this particular item. Calculated by Raw Cost times the U/P
Mark-up.
• U/P Mark-up – A User defined mark-up that can be assigned to the Raw Cost to create a Unit Price.
• Cost Code – A description of the type of item it is for job costing purposes and sorting within the
extension report.
• Schedule Code – A more general description; helpful when creating schedules.
• DCI Code – The code that pricing services use to match changes to be made to our database. It is an
11-digit number, the first six indicating the source of manufacture and the last five indicating the
product. Most pricing utilizes this system, even if it is a supplier.
• Count/Length Input – The method of takeoff to be used for this item. The choices are NONE,
COUNT, LENGTH or BOTH. When editing/creating, it is best to use the proper choice instead of
both to prevent accidental takeoff.
• Header – This indicates if the item is an actual item or to be used as a header. YES will allow the
header to appear in an alphabetical listing of headers, NO will allow sorting by item.
• P/Adj1, P/Adj2, P/Adj3 – The multipliers applied to Book Price to create Price1, Price2, and
Price3. Defaults are .60, .80, and 1.40 respectively in the Permanent database, 1.0, 1.0 and 1.4 in the
Temporary database. These specs can be changed by the User.
• CO Lbr/Adj1, CO Lbr/Adj2 – The multipliers are applied to Bid Labor to create CO Lbr 1 and CO
Lbr 2. Defaults are 1.256 and 1.495 respectively. These specs can be changed by the User.
• Raw Cost – The total cost of the item, adding Total Matl W/T and Labor $’s together.
• Matl Tax Mult – The tax amount for the User’s area.
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Item Review Specs (contd.)

• Total Matl W/T – By default, Price 1 times the Matl Tax Mult (but this can be changed by the
User).
• Lbr Rate W/B – This spec is what makes the whole Unit Price function work. It is a pre-set dollar
amount for labor including burden. Should be an average rate.
• Labor $’s – By default, Bid Labor times the Lbr Rate W/B (but this can also be changed by the
User).
• Last Update – This is the date/time that this item was last updated by a pricing program of some
kind (TRA-SER®, EPIC®, or a supplier).
• Item # - The reference number of this item within the database. If this item is moved, due to
inserting lines, or moved to another part of the database, the Item # will change automatically and
any assemblies using this item will also be updated automatically.
• -Remarks/Pull – This spec is used in the Item Pull Sheet extension report to create a blank line.
• -Vender Specifications – “VendorA”, “VendorB” “VendorC”specifications are used to show
Supplier Prices and are used in Edit Extension for the Supplier Exchange. These have been renamed
and appear as the custom suppliers Graybar and Rexel in the above example.
NOTE: The screenshot shown is NOT showing all the specification listed above. You may have to
scroll down the right side to see all of them.
NOTES:
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Assembly List
NOTE: The databases available may vary based on the estimating product you use.
All takeoff is accomplished using either an Item or Assembly list. From here you may select (1) and count off
(2) your required materials. Labor and pricing information is saved with the individual parts and may be
viewed or modified using the Review tab. You also have the ability to move to, or create Temporary job
assemblies (3). These may be reached by using one of the following methods:
• Right-click anywhere in the list with assembly names,
• Click the “PJ” (or Perm/Job as shown above) tab if it is showing,
• Choose the <Takeoff> tab and <Open Assembly Window> icon in the ribbon and the <Perm/Job
Specific> icon in the Tabs section.
An assembly is a collection of items (called ByProducts) that are frequently used together in the same fixed
proportions. Exactly which items constitute an assembly varies with the construction trade, differences in the
practice of that trade, variations in the building codes from area to area and your own preferences.
Everything in the database is either an item or an assembly. The advantage of using assemblies is that during
the estimating process, taking off one assembly results in taking off all of the items the assembly is made of. In
other words, assemblies group items together for takeoff, saving the time required to create an estimate item-by-
item. Your assembly list can hold up to 60,000 assemblies. Each assembly can hold up to 256 ByProducts.
NOTE: You CAN edit an assembly for ByProducts after it has been taken off. If it hasn’t been
extended, it will read the new ByProducts when extended. If it has already been extended, simply re-
extend to read the new ByProducts.
Tip: You may enter a lump sum into the manual entry box by simply typing in numbers while the
takeoff window has focus. You do not need to move the cursor into the entry box! Hitting return/enter
will send the information to the Audit Trail. (Keyboard Mapping must be applied to the current takeoff
window(s) for this to work.)
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Assembly Review ByProducts
There are actually two different review screens for Assemblies (ByProducts and Specifications). You may
toggle between the two screens by clicking on the Review tab again. When you first select the “Assembly
Review” tab you are brought to the by-product screen. From here you may view or edit the individual items
that make up an assembly.
To build an assembly, you’ll need at least two takeoff windows open. The first window must display the
ByProducts for the assembly you’re building. In the second takeoff window, you must select the item or
assemblies you want to add to the assembly you’re building. Clicking on the AddMode button in the first
window will cause a Transfer button to appear in the second.
Tip: you can build assemblies with items and/or with other assemblies. To save time, consider starting
a new assembly by copying a similar assembly and editing it to meet your own needs.
NOTE: The ByProducts can be used as either a quantity (Qty) or a constant (Const). In the above
example, each time this assembly is taken off, the Qty of each by-product is multiplied by the takeoff
amount. The constant remains the same. For example, a 10-foot length of takeoff of this assembly
would yield 30.0’ of wire, 10’ of conduit, 1 coupling and 1 strap every 8’. It would also include 3’ of
makeup wire (5%) and just 2 connectors, as they are being used as constants.
your items and assemblies in their proper positions within your database. While in Review mode, you still
retain all of the functionality of the original takeoff list. (For example – You may still do takeoff using all of
the different count methods.)
NOTE: You can change the name of the Temporary Assemblies directly in the list by choosing an
assembly, holding down the <CNTRL> key and hitting <INSERT>. This will highlight the entire list.
You can now change the name directly. If there are matching ByProducts, you will also be prompted, if
you want to change these as well.
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Assembly Review Specs
NOTE: The specifications used will vary based on the estimating product you use.
The second time you select the “Assembly Review” tab you are brought to the Assembly specification screen.
From here you may view or edit the specifications that make up an assembly.
your items and assemblies in their proper positions within your database. While in Review mode you still retain
all of the functionality of the original takeoff list. (For example – You may still do takeoff using all of the
different count methods.)
The names that appear in the review screen for item and assembly specifications and the order they appear in
are not permanent. Some specification names, like Item #, Assembly Name, and some others, may be
descriptive enough the way they are. If so leave them as they are. The best specification names are ones that
are descriptive of your operation; they are the ones you will remember most easily. A description of some of
the most common specifications are listed below:
70
Assembly Review Specs (contd.)

• Assm Name - This can be edited by the User directly to represent the particular assembly. A suggestion
would be to put any dimension (diameter, length, etc.) at the beginning of the name; i.e., 3 1/2 EMT
Conduit.
• Unit Price 1 thru Unit Price 5 – These are separate unit prices based on the matching Mark-up 1
through Mark-up 5.
• Mark-up 1 thru Mark-up 5 – These mark-ups are User defined.
• Count/Length Input – The method of takeoff to be used for this item. The choices are NONE,
COUNT, LENGTH or BOTH. When editing/creating, it is best to use the proper choice instead of both
to prevent accidental takeoff.
• Header – This indicates if the item is an actual assembly or to be used as a header. YES will allow the
header to appear in an alphabetical listing of headers, NO will allow sorting by assembly.
• Raw Cost – The total cost of the item, adding Total Matl W/T and Labor $’s together.
• Last Update – This is the last date the assembly by-product pricing was modified.
• Material $’s – This is the aggregate dollar amount of one of these assemblies.
• Matl Tax Mult – The tax amount for the User’s area.
• Total Matl W/T – By default, Price 1 times the Matl Tax Mult (but this can be changed by the User).
• Labor Hours – This is the aggregate hour amount of one of these assemblies.
• Lbr Rate W/B – This spec is what makes the whole Unit Price function work. It is a pre-set dollar
amount for labor including burden. Should be an average rate.
• Labor $’s – By default, Bid Labor times the Lbr Rate W/B (but this can also be changed by the User).
• Cost Code - A description of the type of item it is for job costing purposes and sorting within the
extension report.
• Assm # - This is the reference number currently being used by this assembly. If this assembly is moved,
due to inserting lines or moved to another part of the database, the Assm # will change automatically
and will be updated automatically.
• -Remarks – This spec is used in the Assembly List extension report to create a blank line.
• Composition Last Changed – The date the last time the ByProducts for this assembly were modified.
• Composition Last Changed By – The User doing the changes to this assembly.
NOTES:
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Pop-up Controls/Utility Menu
The left window can be brought up two ways.

1. One is to Right Click on <C-Probe>, <L-Probe>, or <Count> at the top of a Takeoff Window that has
focus displaying the Item or Assemblies List on which you wish to take action.
2. If you have the Utility Tab enabled within the window, you can just click on it.
The top half of the menu is dedicated to the configuration of your individual item or assembly takeoff window.
The bottom half are Block Operations.
The center window can be brought up by using the <Takeoff> tab and <Settings> icon in the ribbon. It does the
same as the top half of the left window.
The right window, showing Block Operations with which you may manipulate and edit your current database
(both permanent and/or temporary job specific), is activated by using the <Takeoff> tab and <Database Utility>
icon in the ribbon . It does the same as the bottom half of the left window. Some examples are shown below.
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Find/Sort
NOTE: The Find/Sort menus may vary based on the estimating product you use.
Use this screen to search the item and assembly databases that match the specified criteria. This is the quickest
way to search for an unknown part. Please note that the Title Bar “Takeoff Find/Sort” lets you know which list
you are going to be performing your search in (Items or Assemblies). To toggle between items or assemblies
simply click on the tab of the current Takeoff window.
It is permissible to use a “wild card” (an asterisk) in the search. This will “replace” any characters currently
before the description you are looking for, including spaces. There are also a number of different methods to
match your search:
Name by Item/Assembly # – Will find matches by number in the database.
Name by Item/Assembly Name – Will find matches alphabetically in the database (shown above)
NOTE: This method will return an alphabetical HEADER list.
Item/Assembly # - Will go directly to the item/assembly number listed in the “What” field.
DCI Code by DCI Code – Will find matches to DCI Codes numerically.
DCI Code by Item # - Will find matches by item number in the database.
Catalog Number by Item # - Will find matches by item number using the Catalog Number.
Manufacture by Item # - Will find matches by item number using the Manufacturer name.
You can also “Set-up” your own find/sort by choosing the SET-UP button on the main window. Select NEW;
add your own DESCRIPTION, a FIELD to find/sort by and SORT ORDER to find/sort by. Then click on the
SAVE button and you have a new way to find/sort the database.
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Exchange
In conjunction with Find/Sort, another very useful tool is the EXCHANGE feature. To use this feature, you
select a header (either by scrolling or through find/sort), and then click on the <X> tab at the bottom of the
window. This will bring up an alphabetical header list of all the headers in the database. If you use Find/Sort in
a general manner, this will make the Exchange even easier and more desirable, since scrolling through an
alphabetical list is easier than memorizing all the different combinations of headers. Once the header you want
is located, simply click on the <X> tab again and you will return to the “normal” database window.
The same feature can be used effectively if you wish to sort the database by a particular “size” or “dimension”.
Simply find the defining size in actual Items or Assemblies (as above), then select <X> from the tabs below the
window. This will automatically sort the entire database by the definition you selected AND put them in
alphabetical/numerical order. This will make moving from EMT to GRC or PVC by size even easier in the
future.
NOTE: The Exchange function work in any estimating product you use.
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Takeoff Menu List
The Takeoff Menu is one of the easiest ways to find or select items or assemblies for takeoff. The left-most
column of the Menu lists the most general categories. The next columns break down the categories into sub-
categories, and sub-sub-categories. Moving from left to right allows you to select the category and sub-
categories that represent the part you’re looking for. Once you have reached the category in the farthest column
to the right, highlight the final item. This will take you to the actual part or header in the “selected” takeoff list.
Using the CLOSE WHEN FOUND feature in the lower left corner of the window will close the menu
automatically when the match is found in the database. This will make your overall screen easier to work with,
since it will not appear so “cluttered” with windows you don’t need.
NOTE: The menu is “attached” to whatever window has the focus. So changing the window by
moving to another window will also change the menu.
Tip: Most Users find it helpful to structure menu columns with the most general categories in the left-
most column, working down to specific headers or parts in the right-most column. It’s not necessary to
use all the columns when setting up menus, just use as many as you need to define your categories, sub-
categories, and specific headers or parts.
Tip: Resizing the window itself can expand the columns in the Menu.
NOTE: The Takeoff Menu will vary based on the estimating product you use.
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Menu Set-up
NOTE: The Takeoff Menu Setup remains the same for any estimating product you use.
This screen allows you to add or customize the categories & sub-categories that make up the “Menu” window
(right side), allowing you to set-up new menu lists. To change any existing entry, first click on the Set-up
button in the lower right corner. Double clicking in a column will shift the focus to that column. You can add,
rename or edit the entry in the box above the list. To add a new category or actual part, click on the AddMode
button.
AddMode
Once you enter “AddMode” any takeoff lists you have open will now show a “Transfer” button located just
above the tab bar along the bottom of the Takeoff window. To transfer parts or headers into your menu system
follow these steps:
• Select the column where you would like the part or header to appear in the Takeoff Menu.
• Highlight the part or header in the takeoff list and click on transfer.
• You can keep transferring headers or parts until your menu lists are complete.
NOTE: You are allowed to create one more level to the Menu window by selecting the Open Level button.
If used, this column HAS to be a “link” back to the actual database.
Tip: Once you have made a Transfer of an Item/Assembly or Header, that stops the “path”. You cannot
create a “sub-link” in the next column.
CAUTION!!!: Be VERY careful using the Delete button! If used inappropriately, it can delete an entire
path and ALL the links! There is no recovery! If ever in doubt, DON’T DO IT!
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3 Window Takeoff
This snapshot brings up three basic Takeoff windows and the Advanced Audit Trail. This may make doing
takeoff a little quicker as you have three windows to choose from rather than just searching one (i.e., as shown
above, these are typical devices for an office or similar room…receptacle, telephone outlet with riser, and a
single pole switch).
You can also customize the screen for as many windows as you would like (you are no longer limited to just
three), then move on to the WORKSPACE toolbar button to save your settings as your own shortcuts.
NOTE: The maximum number of Takeoff windows, database content, and Audit Trail content will
vary based on the estimating product you use.
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Workspace Listing
NOTE: The Workspace Listing will vary based on the estimating product you use.
The “Workspace” window in McCormick’s Win Product offers you another easy way to select items or
assemblies that you frequently use together. The software comes loaded with a large number of pre-defined
workspaces or you can set up your own unique workspaces.
Tip: While the takeoff menu offers a convenient way to select a part in one takeoff window, workspaces
allows you to select parts in many takeoff windows at the same time.
Workspace Pages
Shows the list of workspace pages that are available. Click on any workspace page in the list on the left side to
open that page.
Close When Found

This option causes the selected screen to close once a match or action is performed. This is useful when you
know you will only be using the selected screen minimally.
Workspace Buttons
• Click on any workspace page in the list on the left side to access the page of available shortcuts. Choose
a button to open the shortcut to the items and assemblies that are included in that workspace button.
• To define a new workspace button, set-up the Takeoff windows and Advanced Audit Trail you want to
save as the new workspace, and then open the “Workspace Listing” window. Select a page and right-
click on the button you want to save the workspace to. Select Snapshot Plus, and then enter the name
for the new workspace button. Saving the new workspace will take a snapshot of the configuration of
“Items” and/or “Assemblies” windows that were open at the time the workspace was saved, including
the Advanced Audit Trail (using the option “Snapshot” will NOT include the Advanced Audit Trail in
the shortcut).
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Workspace Listing (contd.)

Workspace Buttons (contd.)
Tip: Snapshot only saves the Takeoff windows open at the time the button was defined. Snapshot Plus
will save both the Takeoff Windows and the Advanced Audit Trail. A toolbar button snapshot saves all
the windows open at that time, including the Advanced Audit Trail.
Tip: Right Click on a workspace button. If the button is blank, you will then be asked for a name.
Otherwise you will be presented with the above menu on the left.
New Workspace Page

Choose Set-up from the Workspace window to get the above left window. In this window, choose New to get
the New Workspace Page window on the right. Entering a new name will give you a new, clean page to
customize any workspace buttons you need.
New Workspace Name

Choose the current Workspace page name from the list on the right and choose the Rename button. Just enter
the new name you want for the workspace page.
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Audit Trail (Standard)
This is the Basic Audit Trail. It is accessed using the <Takeoff> tab and checking the <Standard Audit Trail>
icon in the ribbon. It contains limited information regarding your current takeoff only. You will not be able to
see any information from takeoff done before you started the Audit Trail. Use this Audit Trail when you are
only interested in your current takeoff. Double clicking on any item will bring up a window with information
on the current label set. Quantity, Multiplier & Labor factor may not be modified using this Audit Trail.
Think of the Audit Trail as a continuous record of every Item and Assembly taken off, changes in the takeoff
multiplier, labor categories and factors in effect, the takeoff structure in use, any comments that were printed,
and of course the estimator and name of the job. The Audit Trail is also date-and-time stamped at the time of
data input.
Whenever you leave Takeoff and return, this Audit Trail will appear blank. To review what has been done
previously, put the focus on the Audit Trail by left clicking anywhere within the window. Then go to <FILE>
and choose <PRINT PREVIEW> to see a report. Note the report will start with the first line of takeoff you did
and continue through the last line you did. Also, you will notice that there are more columns in the report than
what typically show up in your on-screen audit trail, such as the AdjQ, AdjM, and AdjLF
You will NOT be able to edit this report. It simply shows you the work done previously. It will also include
notes that show you every time you changed labelsets, scales, multipliers, etc.
Editing this Audit Trail involves re-entering an Item or Assembly at the corrected amount; i.e., you previously
entered 20 Duplex Standard Receptacles. You only need 16, therefore you would next enter –4 of the same
thing to get a final result of 16. You would do the same thing to “delete” something you don’t want, for
example a –20 of the Duplex Standard Receptacles would in effect “zero out” the original quantity taken off.
Remember; use the Audit Trail Report to review what has already been taken off!!
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Advanced Audit Trail

NOTE: The Advanced Audit Trail will be available based on the estimating product you use.
The Advanced Audit Trail is accessed using the <Takeoff> tab and checking the <Advanced Audit Trail> icon
in the ribbon. The Advanced Audit Trail allows you to monitor what takeoff has been selected, where it is
going, who did it and when. It also gives you the ability (if your security level permits) to modify this
information in real-time for the various adjustments columns. This will be the data that is sent to an Extension
Report and from there to Bid Summary.
Think of the Audit Trail as a continuous record of every item and assembly taken off; i.e., changes in the
takeoff multiplier, labor categories and all factors in effect, the takeoff structure in use, any comments that were
printed, and of course the estimator and name of the job. The Audit Trail is also date-and-time stamped at the
time of data input. Only Users with the proper security clearance can change Adj. columns.
The Audit Trail can also be viewed and/or printed as a report. This is accomplished by going to the <Takeff>
tab and the <PRINT> icon in the ribbon while focus is on the Audit Trail. The report will reflect exactly what
is currently set-up in the Audit Trail, such as the Filter, Summarize, My Takeoff either on or off, etc. It will
also preview/print the report, starting with the first object taken off and proceeding to the last object taken off.
This gives you considerable control over what is used for reporting purposes, as well as a tool for locating
erroneous or missing takeoff. Audit items that have been adjusted are displayed with a yellow background
(gray shaded when printed on non-color printers) on the audit trail report to show, at a glance, which items have
been adjusted in the Audit Trail. When printing, a copy of the original will work, but a “copy of a copy” will
tend to deteriorate the shading to opaque. You will NOT be able to edit this report. It simply shows you the
work done previously. It will reflect whatever filter you are currently using, which makes it very handy for
specific or general review of takeoff.
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Filter
The Filter is a method of eliminating unwanted information from view in the Audit Trail to make it easier to use
during takeoff. As shown above, it consists of several levels of filtering depending on the specific needs.
The default Filter is ALL TAKEOFF, which shows everything for the entire job, including any changes in the
labels, multipliers, scale changes, notes, as well as the takeoff for the entire job. The recommended filter for
doing actual takeoff is ALL CURRENT LABELS. This filter will show only that takeoff done in the current
label set you are in. This will help eliminate confusion over takeoff done in other label sets and facilitate
editing in some of the subsequent areas covered. You can also change the filter to your most commonly used
choice and the program will remember (by User) what that setting is for future takeoff.
Filter is also handy when required to provide specific reports for review by the Project Manager, Lead
Estimators, etc. as previously mentioned. The last two filters are very specific; Total Assm Perm will
automatically put the User in Summarize (see next section) and give a list of just the Permanent Assemblies
taken off for the job, while Total Assm Job will also put the User in Summarize, but give a list of just the
Temporary Job Specific Assemblies taken off for the job.
In either case, it will also prompt you if you want the ByProducts listed when you print/preview.
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Filter (contd.)
As you can see in this example, it lists all the Permanent Assemblies taken off, with the ByProducts for each
Assembly, and the totals of those assemblies taken off for the entire job.
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Summarize
No matter what Filter you are using, Summarize will “collect” all takeoff that is identical and “compile” the
information within the Audit Trail. It will perform any math that may be required by the Mul/AdjM
(Multiplier/Adjusted Multiplier) columns and reflect the proper Qty/AdjQ (Quantity/Adjusted Quantity) as
determined by those columns. If similar objects are taken off, but have different LF/AdjLF (Labor
Factor/Adjusted Labor Factor), they will NOT summarize, as they are NOT identical (they will combine and
average when extended).
The visual indicators that you are in Summarize are the “missing” section of the Audit Trail that would
normally show the Mul/AdjM columns and the Summarize button is highlighted. It is important to note a
couple of things here. You CAN continue to do takeoff while in the Summarize mode and it will “compile”
your input as you go. On the other hand, you CANNOT edit while in Summarize, as the program has no idea
where in the Audit Trail you wish to make your changes to the AdjQ, AdjM, or AdjLF.
NOTE: The Advanced Audit Trail content will vary based on the estimating product you use.
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Change Label Set
NOTE: Change Label Set is available with Advanced Audit Trail, based on the estimating product
you use.
Opening “Change Labelset”:

Open the “Advanced Audit Trail”, make sure the Filter is other than All Takeoff, then click the [Change
Labelset] button to open the “Change Labelset” as shown below.
Selecting Items and/or Assemblies:

The label set selected in the “Advanced Audit Trail” will be shown in the upper half of the “Audit Trail Edit”.
To select an individual item or assembly, click the small area to the left of the item or assembly where the
reference arrow is located. To select more than one item or assembly, hold down the <Ctrl> key and continue
selecting. To select an entire block, highlight the first line in the desired block, scroll down to the last line in
the intended block and then click on the line while holding down the <Shift> key.
Changing The View:
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Change Label Set (contd.)
Using the “Filter”:
By using the “Filter:” option, the display list may be shortened, allowing easier item and/or assembly selection
by setting limits to the list of items and/or assemblies to be displayed.
The “Filter:” option may be changed by either selecting the desired “Filter:” from the supplied list, clicking
the “View” then “Filter” options from the menu, or by using the mouse and right-clicking the list of items
and/or assemblies and choosing from the supplied pop-up menu.
[Move] and [Copy]:
To [Move] or [Copy] items or assemblies to a new labelset, first select the items and/or assemblies to be
changed, change the labelset in the “To Labeset:” area and then click either the [Move] or [Copy] button.
Why [Move] and [Copy]?
When the [Copy] button is clicked, the labelsets for the selected items and/or assemblies will be added to the
labelset found in the “To Labelset:” area, while the [Move] button will create a copy of the items and/or
assemblies in the labelset found in the “To Labelset:” as well as add another copy of each item and/or assembly
selected with a negative count (resulting in a zero quantity) for the original labelset the item or assembly is
located in.
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Adjustments:
The “Copy Multiplier”:

By default, the “Copy Multiplier:” has a value of one. By changing this value before clicking the [Move] or
[Copy] button, the quantity of the selected items and/or assemblies will be adjusted before placed into the new
labelset. Notice in the example above the selected item has a quantity of thirty, while the item that has been
copied below has an adjusted quantity of thirty times the “Copy Multiplier:” of three for a resulting quantity of
ninety.
Range Edit:
Adjustments may be made to multiple items and/or assemblies “Adjusted Quantity”, “Adjusted Multiplier”
and/or the “Adjusted Labor Factor” by using the “Range Edit” feature of “Audit Trail Edit”.
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Performing a “Range Edit”:
To begin a “Range Edit” select the items and/or assemblies to be affected, click the “Edit” menu option and
then any of the menu options presented. This will cause the “Range Edit” feature dialog to display.
Click each of the boxes on the left side of the “Range Edit” dialog next to the item and/or assembly properties
to be adjusted, modify each of the values in the boxes and click the [Ok] button to apply the changes to the
selected items and/or assemblies.
My Takeoff
My Takeoff is simply another Filter. In this case it filters out everyone else’s takeoff that may be working in
the current job. If you are the only User on the job, this will have no effect, either enabled or disabled. But if
others are also working, you can see what they have been taking off (based on the actual Filter being used).
This is true for both stand-alone systems and networks. The difference will be that on the stand-alone system,
the Users’ takeoff will be “grouped”, since only one User may work at a time on the system. The network will
allow you to monitor the “streaming” of the takeoff directly as it is being taken off.
Audit Trail Notes
If you want to add a note to an audit item, the note should be added prior to doing the takeoff since the note
should appear BEFORE the takeoff in the Audit Trail Report (but can be added at any time). Click on the
takeoff item or assembly at the top of the Audit Trail, and then press the Note tab on the bottom of the Audit
Trail. The “Audit Trail Note” window opens to let you enter the note. Remember, the only filter that allows
you to
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Audit Trail Notes (contd.)
see the note is ALL TAKEOFF and must be the active filter for both the on-screen Audit Trail as well as the
report. Audit Trail Notes is an excellent way to make notes about why you are making changes to the takeoff
for future review of the job.
Common Notes
This area contains Notes that you have decided are “Common”. These are the memos you use on a daily basis
or maybe just complex notes you don’t want to type again & again. Click Update to update the note with any
changes you have made.
Transfer Down – “V”

Use this button to move the selected note from “Common” into the Note field, and then choose Insert.
Note Text
Use this area to type in your note(s).
Insert
After typing in your note, click here to insert the note into the Audit Trail. (Depending on whether you are
adding a new note or editing an existing one, this button may say “Update”.)
Add to Common
After typing in your note, you may add it to your list of reusable notes by clicking here.
Notes
The Notes check box allows the User to see any notes that may have been inserted for the current filter that is
being used. This is extremely helpful when in All Current Labels, as only those notes for the current labelset
will appear.
Editing the Advanced Audit Trail

The main reason for the Advanced Audit Trail is the ability to edit the takeoff you’ve done directly, without
having to re-do or modify your takeoff. The Advanced Audit Trail consists of the Reference Number (#), the
Description (Name), an Item/Assembly indicator (I/A), Quantity (Qty), Adjusted Quantity (AdjQ), Multiplier
(Mul), and Adjusted Multiplier (AdjM), Labor Factor (LF), Adjusted Labor Factor (AdjLF), User indicator, and
a Date/Time “stamp”.
Tip: You can delete any line in the Audit Trail by highlighting the line you want to delete and pressing
the delete key on the keyboard.
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Editing the Advanced Audit Trail (contd.)
• # - The reference number is just that; the last used number location of the Item or Assembly that was
taken off.
• Name – The name of the Item or Assembly that was taken off.
• I/A – Indicates whether the takeoff is an Item or Assembly (relates back to the reference number so you
know which database to look in).
• Qty – This is the ORIGINAL takeoff quantity.
• AdjQ – This is the same as the Qty unless you need to change it (this is the only place you can make
changes to quantity directly in the audit trail). Then it becomes the ACTUAL takeoff quantity. Any and
all reports read the adjusted columns ONLY.
• Mul – This indicates the multiplier used during takeoff (set from <TAKEOFF><MULTIPLIER> in the
pull-down). We suggest using this feature if you are fairly certain there will be no changes to the
takeoff. Otherwise, we recommend you takeoff the quantities per label, then multiply the label in
EXTENSION.
• AdjM – This will be the same as Mul unless you need to change it (this is the only place you can make
changes to multiplier directly in the audit trail), then it becomes the ACTUAL multiplier. The results of
the multiplication will be reflected when you Summarize.
• LF – This indicates the Labor Factor used during takeoff (can be set in the individual Takeoff windows
using the UTILITY MENU). This is the multiplier applied to the labor in the database for each item
taken off, whether used alone or a byproduct of an assembly. Remember, this multiplier is based on task
or difficulty.
• AdjLF – This will be the same as LF unless you need to change it (this is the only place you can make
changes to labor factor directly in the audit trail), then it becomes the ACTUAL labor factor. Since the
Labor Factor is selected from a list, the Adjusted Labor Factor must also be selected from a list, so a pull
down is provided for that purpose. Remember, the program is only interested in the numerical value,
not the description. So ANY value you want can be selected in the list, as long as it gives you the results
you want.
• User – This is the User Name (assigned by the program when Users are created in SECURITY).
• Date Time – This indicates the Date and Time takeoff was done. You will note how it is tracked out to
hundredths of a second. This is so network Users can track multi-User takeoff immediately as it’s done.
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Assembly Review
The final feature of the Advance Audit Trail is the ability to review Assemblies that have been taken off for
content.
This is a report window and does not allow direct changes but has options to allow review/editing of individual
ByProducts as well as the total assembly. Reviewing while in Takeoff allows you to select an individual by-
product and select GoTo Item. This will automatically open/change a Takeoff window to Items and highlights
the selected item. You can now review/edit that item. The same can be done for the actual assembly by
choosing GoTo Assm. This will automatically open/change a Takeoff window to Assemblies and highlights the
selected assembly. You then review or apply the steps for editing.
Labor Categories
NOTE: The Labor Categories will vary based on the estimating product you use.
This screen is used to create or modify the settings that are available for use with a Takeoff list or Audit trail.
Since Labor Categories are Job specific, you may use the “Paste From” screen to save you from having to
recreate new categories for each job. If you choose not to paste in new settings from a previous job or template,
the above settings are reduced to Default Labor (X 1), Easy Labor (X .05) and Difficult Labor (X 1.5).
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Labor Categories (contd.)

Labor Category Name
This box contains the name of the labor category. McCormick’s Win Product comes loaded with several
standard labor categories, which can be used as is or customized with your own identifying names.
Tip: If you include the “Factor” as part of the “Name”, it will show up as part of the takeoff window
during takeoff without having to constantly use the pull-down or refer to the audit trail.
There is a blank line at the bottom of the labor category list where you can enter additional labor categories.
There is virtually no limit to the number of labor categories you enter, but you only have 32 characters in which
to enter the labor category name.
Labor Category Factor

This box lets you enter an adjusting factor to the labor category. For example, you might want to include a
factor of 1.5 for difficult installations, or 0.5 for easier installations (assuming 1 is a typical installation.) This
factor is used in Extension to adjust the labor unit associated with any line item of takeoff.
Tip: Once you create or edit a Labor Category, you can move it up or down in the list using the buttons
on the right.
Power Probes
One Line / No Title Bar
Two Line / Title Bar
Tip: “Double” click the mouse in the title block (McCormick logo) to turn the title bar on or off. You
can also close the probes while in the program by using the “X” in the title bar.
Count
This window is where the results of using the Count Probe will show up as you use the probe.
Length
This window is where the results of using the Length Probe will show up as you use the probe. The results will
be based on the scale that is set.
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Plus/Minus
This feature allows you to reverse the direction of takeoff for either probe from positive to negative. This can
be very useful if mistakes are made (and caught) while doing takeoff. It will NOT work after values are
actually input to the audit trail.
Tip: Rolling off lengths can be accomplished with the Length Probe rolling either “forward” or
“backward”. It will always increase or decrease depending on the plus/minus button.
NOTE: Should you roll off a length in the wrong scale and realize it before you send it to the Audit Trail,
you can simply change the scale and it will calculate the correct length automatically.
NOTE: Once a count or length is entered into the Audit Trail, starting a new count or length will “zero” the
window and begin again. It is not necessary to clear the window each time.
Calculators
There are two (2) Calculator icons on the power probes, one next to both Count and Length. This is designed to
bring up whatever value is currently showing in those windows, enabling the User to perform math functions on
those values (i.e., figuring the number of couplings used for a specific length of conduit). Calculations can be
sent to either the Count or Length windows by using Transfer. Clear works like any calculator.
Scale
There are a number of ways to use the scale in the Power Probes. All of the functions of ScaleMaster are
available using the Power Probes, with the added ability to input the results directly into our program. The
different options are noted below:
• Typical – There is a list of typical scales available via the pull-down

• Custom – You can create custom scales as needed from engineers/architects or for large scale jobs
anytime and they are added to your pull down list
• Metric – This is a combination of both Custom and Typical in that you adjust existing engineer scales to
“read” as metric (i.e., 1=100 as meters instead of feet), then adjust the results to enter the audit trail as
feet.
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• Reduced Drawings – This is a very helpful feature. It allows you to “calibrate” your length probe to
the actual drawing, regardless of the original scale. The key is to set the scale to 1=1, roll off a known
length and then identify that length as the scale. Your length probe is now set to that scale for the rest of
that drawing. Remember, you should do this for each sheet that doesn’t match your original calibration,
since you do not know what enlargement /reduction rate was used.
If you open <Options><Preferences> in the title bar, and choose the Scales tab, you have many editing
options available, as shown. These include adding scales, moving existing scales up and down in the list and
deleting scales that have accumulated (especially reduced drawing scales). When Move Selected Scale to
Top is selected, the current scale being used will always appear at the top of the list. Reset Scales will
prompt you that all “custom” scales will be deleted and return the default scales.
Shortcuts
There are a few keyboard shortcuts built into the power probes that it would be helpful to know. To bring up
the count calculator, use F3. To bring up the length calculator, use F4. You can “clear” the count/length
windows by using F5/F6 respectively. For example, if you have started counting or measuring and realize it’s
the wrong takeoff, simply choose F5 or F6 and it will reset the count/length windows back to zero.
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Power Probes – Adjust / Round Power Probes – Metric
Metric
For the User doing metric jobs, there is only one basic difference with using our program…the database is in
feet. The takeoff is done the same, the scales can be set to metric, but the results will still be based on feet! Our
method of dealing with metric takeoff requires multiple steps to set-up.
7. SET the scale to the correct metric scale (use existing Engineer scales such as 1=10 or 1=100).
8. CLICK on the I/M button to change the perspective of the scale (i.e., Imperial looks at a scale as
Inches=Feet, Metric looks at a scale as Meters=Centimeters).
9. CLICK on Adj button to bring up the above window. Select the ADJUST box (this will give you a
“tilde” symbol (~) next to the length, indicating you are in an Adjust mode while doing takeoff) and
change the *1 in the adjacent field to *3.281 (this is the metric conversion factor).
10. CLOSE this window.
11. DO your takeoff. The results in power probes will be in meters and the audit trail will show the
conversion to feet.
12. REVERSE the above steps (4-1) to return to Imperial takeoff.
NOTE: It only requires set-up once for the metric conversion, since the new factor will be available via
the pull-down in future use.
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Set-up
The above windows are accessed through the power probe menu under <Options><Preferences> located in the
title bar.
• Options lets the User choose various settings such as Always on top (default) which means no other
window will be able to “overlay” the probes. Also, how the PowerProbe icon is displayed and an option
to allow keyboard entry of Count/Lengths, once the check boxes are checked. The optional keystrokes
offered are typically available on most systems, but other software may already be using them, so some
testing may be required.
• Sound lets the User choose between No Sound, PC Speaker (rare today), and Play Media Files (also
known as .wav files and sound bites). Notice that under Play Media Files there are four distinct sounds
listed, along with a “browse” button for each sound. It is possible to download various sounds (racing
engines, cash registers, explosions, etc.), save them and then browse to them here for use with the
probes. Volume Control should be obvious and Default will restore the original sounds provided with
the program.
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New Features include:
Complete rewrite from the ground up using latest .NET technology that handles the probe interaction as well as the
license administration.
Multiple USB and Serial key connections
Adds the number of licenses dynamically for any McCormick System product.
Windows Service functionality
Supports Microsoft standardized rules for services – starts on servers automatically.
Automated Multiple Licenses Administration
Multiple McCormick Systems products can be run simultaneously, but not the same program more than
once. (CAD, Change Order, and McCormick Estimating System all running at once).
Simplified remote license administration.
Communication with Remote Power Probes Clients
USB and Serial keys can work over the network and receive counts and lengths from a remote computer.
This is really only useful for Citrix and Terminal Service Users. Works over LAN connections, may
work over broadband connections (remote clients).
If multiple probe keys are connected, then multiple Power Probes clients can be used for counts and
lengths.
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Extension Labels
**The Label and Extension label screens are identical, the only exception being the [Extend] button.
NOTE: The Labels/Extension Labels will vary based on the estimating product you use.
The job can be extended anytime during the course of the job and as often as required to determine where the
job is in relation to Material Dollars and Labor Hours. In its most basic form, that is what Extension is all
about…totaling the takeoff in these two categories and forwarding the results on to the Bid Summary(s).
To access Extension, use the <Extension> tab and the <New Extension> icon in the ribbon. Then select the
labels in each column you wish to put together to extend. The simplest way is to use the ALL ALL button in
the lower left corner of the table. This will mark ALL the labels in ALL the columns automatically. There is
also an ALL button on each column. This will mark all the labels in that column. Both All All and All work as
a switch, clicking on them again will “unmark” all the labels. You can also select INDIVIDUAL labels in each
column to get a particular result, such as only those labels pertaining only to Base Bid and Power.
NOTE: The User has the ability to assign a Label Group, consisting of a pre-selected choice of labels.
The program will remember those choices when the particular Label Group is selected at a later time.
This will facilitate some of the program’s procedures, such as extension, being accomplished quicker.
The Label Group can be created at the time the labels are created or just prior to being used, such as
Extension.
CAUTION: Changing the label choices while in an assigned Label Group will change that group of
labels in future uses of that Group.
Tip: Since all columns are active all the time, something MUST be selected from each column in order
to proceed with the extension. The program will alert you if you don’t.
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Extension Labels (contd.)

The next step is to decide if you want to COMBINE or SEPARATE the labels in one or all of the columns.
This means that any takeoff in any of the labels in a given column will be “broken out” into its own section
within the report, allowing you to review just what was taken off there. This is an excellent tool for the
customer and/or beginning estimators you are monitoring.
Finally, you can apply MULTIPLIERS to any or all the labels. This is a very powerful feature, but requires
careful consideration on the part of the User. This is the method that McCormick Systems suggests when you
have duplicate information required without doing repetitive takeoff in separate labels. When choosing to
multiply a particular label, you must always be aware of the “big picture” that multiplying that label will result
in. If the multiplication is for a particular suite, on a particular floor for example, choosing any other floor(s) to
extend at the same time will result in that suite being multiplied on those floors as well. This could have
catastrophic consequences on the total Material Dollars and Labor Hours arrived at. Multiplying labels should
only be used if the customer doesn’t require separate takeoff.
NOTE: The Multipliers availability will vary based on the estimating product you use.
Tip: If you decided to multiply labels in a particular column, it is suggested that you also choose
SEPARATE for that column so the results of the multiplication will be broken out into its own section
of the report. Otherwise, the results will be “mixed” with the takeoff results from all the other labels and
may confuse anyone reviewing the report.
One last feature of the Extension Labels is the MUL button at the top of each column. This feature lets you
determine if there are any multipliers in that column without having to “scroll” down the entire list. This is
particularly handy if there are so many labels in the column that they continue “off the page”. If the “M”
column becomes hidden, there are no multipliers. If you Left Click the “M” and get the above message, simply
scroll down the list until you locate the multiplier(s) and decide if you want to keep it or not.
Extension Users
When extending a job, the “Lead Estimator” may choose to COMBINE or SEPARATE the takeoff for all
estimators on the job.
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Extension Users (contd.)
Or, as an option, the Lead Estimator can choose to extend the takeoff for any combination of Users on the job.
Simply choose the estimator and use the directional arrows between Available Users and Selected Users to
move them back and forth. The single arrows move a single estimator; the double arrows will move the entire
list.
NOTE: Using the double arrows will move the ENTIRE LIST, leaving the original window empty! Just
be aware it’s possible that there will be no estimators listed to extend.
Extension Reports
NOTE: The Extension Report list and the ability to edit/create new reports may vary based on the
Extension Reports may be moved up and down in the “Report” area by selecting a report and clicking on the up
or down arrows. Extending takeoff converts the raw takeoff data from the job into material cost and labor hours.
The extended data is then sent to three possible destinations:
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• All of the extended data is sent to an Extension Report as defined by the report chosen, where it is either:
Edited – allowing the User to perform a number of specialized functions such as swapping material,
changing prices and/or labor, range edits or adjustment multipliers, all without making any changes to
the original takeoff or the database;
Previewed – allowing the User to simply preview the results without being able to make any changes,
then forward the results; or
Extended – allowing the User to send the report directly to the printer and forwarding the results on to
Bid Summary.
• The total material cost and labor hours are then sent to a Bid Summary of the User’s choice.
A bid extension involves making many choices about what to do with the takeoff data and what to do with the
data that will be generated by the extension. Most of these choices are stored in an extension report. Don’t
forget, you have the option of pasting these reports from job to job, saving you many hours of work.
The “bottom line” of an Extension Report shows the total material cost and total labor hour figures that get sent
to the selected Bid Summary.
The default list of Extension Reports also include some “specialized” reports such as Item Material List (simply
a list of every item taken off, either individually or as a by-product of an assembly, and the total quantities), and
Item Pull List (the Item Material List that also includes a “Remarks/Pull” column of blank lines to send to your
stockroom or have on the trucks). You can also set-up an Extension Report to sort the results by the
SCHEDULE CODE instead of the Cost Code, making the Schedule feature more “general” in its breakdowns.
This is a minor change to the report outline that can be taken care of with a simple call to Tech Support.
The procedure for doing Extension is as follows:
7. SELECT the REPORT you want to extend by.
8. SELECT (and name) the BID SUMMARY you wish to send the extension results to.
Tip: Since Graphs and Schedules are based on extension information and can be generated at
anytime; it is easier to create them at the same time as the original extension. Therefore, when
selecting and naming the Bid Summary, also name the GRAPH DATA and SCHEDULE with
the same name at the same time.
9. VERIFY the REPORT DESTINATION. This includes the ability to export the extension data to a
number of different files for manipulation in a third-party program (such as an accounting or word
processing program). The options are COMMA DELIMITED, LOTUS, or EXCEL. You can also
choose what data is exported using the EXPORT OPTIONS.
10. VERIFY the REPORT TYPE. There are four default choices.
• STANDARD is a complete report of all the takeoff as defined by the chosen report.
• ZERO PRICE AND LABOR is a diagnostic tool, recommended using prior to doing the final
extension in Standard. This report will look at all the takeoff, based on the Price and Labor of
the chosen report, and isolate all items that have a unit of measure; each (E) or (blank), hundred
(C), or thousand (M); and either zero price and/or zero labor. After reviewing the report, go back
to Takeoff and open the database. Make the appropriate changes, then re-extend the job.
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NOTE: This information IS contained in the Standard report, but will be hidden by
“good” takeoff and can be missed.
NOTE: Items that are Quoted (Q) or Labor that is Exempt (X) for units of measure will
NOT be included in this report.
• QUOTE will produce a report of only those Items that have been taken off with a unit of
measure of (Q).
• TOTALS will produce a report that will show the Extended Price and Labor by Cost Code
(typically) without the line-by-line breakout of takeoff.
11. VERIFY the DISPLAY LABELS. This simply indicates how the labels you chose earlier will be
displayed in the report. These include NONE (no labels will be listed in the report at all. Possible
choice when a large quantity of labels are marked and extended), MARKED (only the labels you
marked earlier), and ALL (all of the labels, marked or not. The chosen labels will be marked in the list).
12. EDIT/PREVIEW/EXTEND the report. You can now choose to EDIT the report and make changes
like swapping, adding, comparing, range editing, adjusting, etc. without changing the original takeoff or
the database. You can also PREVIEW to see the report on-screen without allowing changes, or send the
report directly to the printer using EXTEND.
NOTE: If you are sending the results of your extension to any other destination than Printer in
the Report Destination field you must choose EXTEND. This is the only way to create the
required file in this way. Remember, you can also send the results from Edit Extension.
NOTE: You can print the report from the Preview screen when you are ready or need to. The
previewed report uses the print drivers installed on your system (we do not have any print drivers
of our own), so WYSIWYG (What You See Is What You Get) when you print.
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Following are a few examples of reports that are generated:
Cover page showing placement of Notes, Labels and Job Information in Preview
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Standard Price and Labor
Item Pull Sheet
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Quote Report
Totals Report
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Unit Price
NOTE: Editing Extension Reports is an ADVANCED function. Contact Technical Support or attend
the Advanced Training Class for further instruction.
NOTE: The report has a number of icons included that give the User a number of unique options. From
left to right, they are:
• Page Set-up
• Print Preview
• Print
• Zoom
• One Page
• Two Page
• Multiple Pages
• Pull-down Zoom Presets
• Office Links
• Output to Notepad
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Edit Extension On Screen
Overview
On Screen Editing of Extension allows the User to extend take-off to a spreadsheet like interface. The extension
data can then be massaged in a variety of ways. The User then has the option of saving the extension and/or
sending the extended material and labor total to bid summary.
To send the extension data to “Edit Extension”, a button has been added to the extension report screen.
This button functions the same as the “Preview” and “Extend” buttons with two exceptions. First, the Extended
Price and Labor are not sent directly to Bid Summary. Second, the extension data will be loaded into the “Edit
Extension” interface.
NOTE: The results will have absolutely no affect on the database or the original takeoff.
NOTE: The On Screen Extension Edit data will vary based on the estimating product you use. The
following is for example only.
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Edit Extension On Screen (contd.)

Overview (contd.)
Edit Extension Screen Features
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Overview (contd.)
You can see the extension report that was used to produce the extension data. The Bid Summary that was
selected is also displayed.
Note: When you send the extension to a Bid Summary, that Bid Summary name will be displayed.
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Overview (contd.)
The list of fields, the order of the fields, and initial width of the fields are defined by the extension report.
The Total Price and Labor boxes display the Total Extended Price and Labor for the extension. The column
used to calculate the total is defined by the extension report used to create the extension data.
Note: These are the numbers which will be sent to Bid Summary.
The Other View tabs allow the User to view and edit the extension data several ways. The default view is the
Extension Report view. This tab has the same name as the extension report. The columns and order of the
extension is defined by the extension report selected to create the extension data.
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Overview (contd.)
This “Cost Code Totals” tab is a “Breakout” that is determined by the Extension Report chosen based on the
Outline Grouping and Breakout. In this example, the report was broken out by Cost Code. The Total Price and
Labor are displayed for each Cost Code. The Percent of the Total Price and Labor are also displayed.
This “Cost Code” tab allows the User to view and edit extension data grouped and totaled by the same
“breakout” as Preview.
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Overview (contd.)
Note: The tab allows the User to view the extension by whatever group by specification was defined in
the extension report. So if you chose to group by schedule code, the screen would be grouped by
schedule code. The”Totals” screen would also be totaled by schedule code.
The “Raw Extension” tab allows the User to view and edit the raw extension data.
Approval Checks
This option is called Approval Checks. Approval Checks allow a lead estimator, administrator, or project
manager with the proper security to place a visual check beside each item, indicating that he or she has
approved it for the estimate. Quantities, prices and labor cannot be modified once checked as approved.
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Overview (contd.)
Approval Checks (contd.)
The checks are then saved with the extension. The checks have no affect on the extension; it is just a tool that
can be used to help make sure the estimate is not modified once approved.
Simply click on the check box to toggle the check. The same thing can be accomplished by double clicking
anywhere on the quantity column.
We also added a couple of new menus that deal with the Approval Checks. The first is on the edit menu. There
are 4 different options to change what is checked and what is not checked. So, for example, you could go to the
Cost Code tab, select all the items for Branch Rough, right click. Select Approval Checks, and left click Check
Selected to approve all the material for Branch Rough.
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Overview (contd.)
Approval Checks (contd.)
Another Approval Checks menu was added to the View pull down menu. This allows you to turn the checks on
or off. That way, if you do not want to use the Approval Checks or do not want others to see the checks, you
can turn them off.
Options Screen
On the Options screen, there are three options that deal with the Approval Checks:
• Hide Approval Checks by default will hide the Approval Checks when you open Edit Extension.
• Check Approval Checks by default will check all the Approval Checks when you start a new Edit
Extension.
• Background color for Total Price if not all approved will set the background color of the Total Price cell
on the top right of the Edit Extension screen to the color you select.
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Overview (contd.)
Other Options
We added some other options to the Options Screen.
Enable Labels on Open

If checked, the labels screen will be displayed each time Edit Extension is opened.
Enable Prompt to Send to Bid Summary
If checked, you will be asked if you want to send the total dollars and hours to the Bid Summary each time
you save. You also have the ability to set the default button on the Yes/No message box.
Enable Save Freeze Window
If checked, and the Freeze window is turned on, Edit Extension will remember the column and set it each time
Edit Extension is opened.
Disable Hide Zero Qty Menu
If checked, the Hide Items with zero Quantity menu will be disabled. You also have the option to show or
hide items with zero quantity.
Options are Global for all Users.
By default, these options are on a per User basis. If this option is checked, all of the options are global for all
Users.
NOTE: Three new security elements were added to Assign Security under the area Edit Extension. These
are: Edit Approval Checks, Edit Options, View Options.
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Overview (contd.)
Global Price and Labor

You can now set-up price and labor specifications globally for Edit Extension using the Raw Extension tab and
<View><Additional Columns> in the pull-down. A new check box option in the lower left corner, Save Price
& Labor Globally, allows you to define price and labor specifications once and have it apply to all saved
extensions for all jobs.
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Overview (contd.)
Tra-ser or NetPricer
An important aspect of every estimate is getting accurate and up to date pricing for the material you are going to use
on the job. This usually means faxing a list of materials to your supplier and waiting for them to get back to you with
current pricing. With Tra-ser or NetPricer and McCormick you can instantly get your suppliers prices, with your
negotiated discounts, directly into Edit Extension.
We have added the ability to send Edit Extension material lists electronically to Tra-ser or NetPricer. Tra-ser or NetPricer.,
in return, sends back a list of prices for each piece of material, from each of your suppliers. If a supplier does not carry a
particular brand for an item, a substituted item and price can be returned from Tra-ser or NetPricer.
Supplier Exchange Menus and Toolbar Buttons

You have several options on how the material and prices that come back from Tra-ser or NetPricer are handled.
This includes options for how Edit Extension is updated, depending on what information is returned from Tra-
ser or NetPricer. For example, you can have Edit Extension automatically update the price of an item that a
matching DCI code was found, by Tra-ser or NetPricer. At the same time, you can tell Edit Extension not to
update items when a substituted item was found, until you have a chance to review the item. You can also
define multiple suppliers and which price specification is updated for each. That way you can compare prices
from suppliers right on the screen and select which price to use for each piece of material.
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Overview (contd.)
Supplier Exchange Menus and Toolbar Buttons (contd.)
Edit Extension updated by Tra-Ser or NetPricer
Using Tra-ser or NetPricer

We have made using Tra-ser or NetPricer very quick and easy. Once you have Tra-ser or NetPricer set-up, you
simply select the supplier you want to get pricing from, log into Tra-ser or NetPricer, and in a few seconds your
prices are updated. We have added flags that act as visual clues so that you can easily see exactly what was
returned from Tra-ser or NetPricer. You can define the color of the flag for material that came back as a match
and a different color for material that came back as a substitution.
Tra-ser or NetPricer Set-up

Before you can use Tra-ser or NetPricer with Edit Extension, you will need to set up an account with Tra-ser or NetPricer
(contact Tra-ser or NetPricer for current account and add-on pricing). You can have access to one or more supplier prices.
You will receive a User name and password for each supplier. We have added a new menu to Edit Extension for Tra-ser
or NetPricer plus two new tool bar menus for easy access to Tra-ser or NetPricer. You also have the option to turn the
Tra-ser or NetPricer toolbar on or off.
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Overview (contd.)
Tra-ser or NetPricer Activation
You will then need to activate Tra-ser or NetPricer for Edit Extension. Until you do this, the Tra-ser or
NetPricer toolbar buttons will be grayed out and only the Tra-ser or NetPricer Set-up menu option will be
active. When you select Tra-ser or NetPricer Set-up, the first screen will be a Tra-ser or NetPricer checklist. The
checklist lists information you will need before you can proceed with the Tra-ser or NetPricer set-up process.
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Overview (contd.)
Tra-ser or NetPricer Activation (contd.)
The Tra-ser or NetPricer Set-up screen is where you can enter the information for one or more suppliers. You
enter the information obtained from Tra-ser or NetPricer as well as define which specification will be updated
with the price from Tra-ser or NetPricer. Also the specification Tra-ser or NetPricer will use to find the item.
Optionally, you can define a manufacturer and catalog specification that can be updated by Tra-ser or NetPricer.
Once you have defined the supplier and update information, an options screen is displayed. This screen allows
you to define how Edit Extension handles the information that is returned from Tra-ser or NetPricer. There are
flag options and approval options.
Flag Options
An option to place a flag by the supplier price if a matching item is found can be selected. You can also define
the color the flag should be. You can do the same for substituted items that a match was not found, and items
that do not have a DCI code, such as quoted items. With the flags, you can quickly see exactly what Tra-ser or
NetPricer returned for each item in your estimate.
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Overview (contd.)
Tra-ser or NetPricer Activation (contd.)
You can also define how Edit Extension updates your estimate, depending on the information returned by Tra-
ser or NetPricer. These are called Approval Options. The approval options allow you to define if Edit Extension
automatically updates the estimate if a substituted or a matched item is returned from Tra-ser or NetPricer. You
can also define how Edit Extension handles items that have already been modified.
Approving Tra-ser or NetPricer Items

At any time you can review the information that was sent to and received from Tra-ser or NetPricer.
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Overview (contd.)
Approving Tra-ser or NetPricer Items (contd.)
An item can be one of 4 Tra-ser or NetPricer types:
1. Match Found
Tra-ser or NetPricer found a match for the DCI code and returned a price for the item.
2. Substitution Found
Tra-ser or NetPricer did not find a match but found a suitable equal and returned a substitution.
3. No March Found
Tra-ser or NetPricer did not return a match or an equal.
4. No Compare Code
The item was not sent to Tra-ser or NetPricer because the DCI Code spec was blank.
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Overview (contd.)
The approval screen has nine (9) columns:
• Item #
The item number and the Tra-ser or NetPricer response.
• Status
A button is used to indicate if an item has been approved. If the option to automatically approve
matched or substituted items is selected, the button will be checked. If the option to flag an item is
selected, a flag will also appear in the column. The color of the flag is based on its approval status color.
By checking and un-checking the status, the color of the flag will also change.
• Original Item Name/ Item Name

The Item Name and the name returned by Tra-ser or NetPricer for matched or substituted items.
• Original UPC/UPC
If the item has a DCI code, it will appear in this column. If Tra-ser or NetPricer returned a substitution,
it will appear below the DCI code.
• Quantity
The quantity of the item for this estimate.
• Extended Price/Price
The price from the parts database for the item. If Tra-ser or NetPricer returned a match or a substitution,
the supplier price for the item.
• Extended Price Unit/ Price Unit

The unit for the item and the supplier price unit.
• Original Manufacturer/Manufacturer
The manufacturer for the item if you defined a manufacturer spec for the supplier and the item has a
manufacturer and the manufacturer returned by Tra-ser or NetPricer.
• Original Catalog Number/ Catalog Number

The catalog number for the item if you defined a catalog number spec for the supplier and the item has a
catalog number and the catalog number returned by Tra-ser or NetPricer.
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Overview (contd.)
Once you have reviewed all the items returned from Tra-ser or NetPricer and approved the items you want to
use in your estimate, simply click on the “Apply” button. This will update Edit Extension with the prices from
Tra-ser or NetPricer for the items you approved. If the item was substituted, it will also update the item name,
DCI code and if selected, the manufacturer and catalog number for the item.
Flag changed from Un-Approved (Red) to Approved (Green)
Edit Extension Updated by Tra-Ser or NetPricer
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Overview (contd.)
Security
Obviously we also added a great deal of security for these new features. An entirely new security area has been
added with 11 individual elements, from whether you can run Tra-ser or NetPricer, to whether you can edit Tra-
ser or NetPricer approval flags.
Current Supplier List

Check with Tra-ser or NetPricer for a list of current suppliers they provide pricing for.
Typical uses for On Screen of Edit Extension

There is an extensive amount of security associated with Edit Extension. Through the use of this security, you
will be able to very easily decide exactly what a User can and cannot do. The following is an example of a
typical User.
Estimator:
Create new extensions
Re-Extending with Edit Extension
Save/Save As
In Line Editing of Quantities
Adding Material/Swap
Adjust/Range Edit
View Labels
View Properties
Printing
Page Set-up
Reports
Zoom
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Typical uses for On Screen of Edit Extension (contd.)
Creating New Extensions
The User would select the “New” button to create new extensions.
Re-Extending with Edit Extension
126

Re-Extending with Edit Extension (contd.)
Once you have created one Edit Extension, the Job will keep that extension on file if it has been saved correctly.
The next time you use the Edit button in extension, the above window will appear.
If the current extension you are creating is new, simply choose the NEW button in the lower right corner and
the initial process will start over again with a new Edit Extension screen that you can name, edit and save as
before.
Otherwise, your extension might be a continuation or update of an existing extension in the list on the left side.
In which case, choose the appropriate Edit Extension and decide what you want to do with the new extension
information you are re-extending.
This may involve one of two things applied to the original data: Update and/or Overwrite. There is only one
area that this will apply to: Quantities. You can highlight each area (1a above and below) to see what will
happen if you choose that option (1b text above and below). If the operation is one you want, put a checkmark
in front of that option.
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Re-Extending with Edit Extension (contd.)
You should choose only one option.
If you decide on any of these options, mark them accordingly, and then choose the UPDATE button in the
lower right corner. You will get the below prompt to proceed. If you choose to proceed, you will overwrite the
original edit extension you had created and saved, so make SURE this is what you want to do.
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Save/Save As
If this is a new extension, Left Click on the File pull-down and choose the Save As option. The Save As dialog
box will be displayed (left below). Give your new Edit Extension a unique name and Left Click on the Save As
button. The title of the window will reflect the new name (right below).
Once you have modified your extension data, you will want to save it. If you have previously saved extensions,
you will see them displayed in the list along with the User that saved the extension, the Bid Summary it was
sent to, the extension report that was used to create the extension and the date it was last saved.
Once the extension has been saved, if you select save again, the data will automatically be saved to the name
you gave the extension.
NOTE: The program does NOT write directly to the hard drive while in Edit Extension. You WILL
have to manually save on a regular basis to keep your data. Use common sense to determine how
frequently you will save; i.e., the worse your typing skills, the more often you should probably save!
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The <File><Open> pull-down menu while within Edit Extension allows you to open a previously saved
extension. We have also added the <Estimating> tab and <Saved Extensions> icon in the ribbon that allows you
to open Saved Extensions directly, without going through the extension process.
In Line Editing of Quantities
The most common use for “Edit Extension” is to change Quantity values. There are several ways the User can
edit the extension data. The easiest way is to simply type in a new value over the existing value. For example, in
this extension 125.19 feet of 3/4” EMT is taken off, but 150’ is needed.
By simply entering 150 in the quantity column for ¾” EMT, we have changed how much ¾” EMT is in our
extension.
NOTE: The In Line Editing data will vary based on the estimating product you use.
Note that the color of the quantity text has changed to red. This makes it easy to see what information has been
changed from the original extension. You can also see that the Ext Price 1 Bid Lab Ext and the totals have
updated to reflect the change in quantity. This is the real power of Edit Extension. The ability to instantly see
the results of any change made to the extension data.
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Adjust/Range Edit
First the User will choose what needs to be adjusted by using standard “spreadsheet” commands such as SHIFT,
CONTROL or in this example, highlighting an entire COLUMN by clicking on the column heading. Next, the
USER will choose Adjust (Multiplier) from the Edit pull-down.
Set the Adjustment multiplier up or down, click on OK and the changes are shown in red (you’ll have to trust).
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Adjust/Range Edit
First the User will choose what needs to be range edited by using standard “spreadsheet” commands such as
SHIFT, CONTROL or in this example, highlighting an entire COLUMN by clicking on the column heading.
Next, the USER will choose Range Edit (Replace) from the Edit pull-down.
Set the Range Edit value up or down, click on OK and the changes are shown in red (you’ll have to trust).
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Adding Material
Allows Users to add additional material to the extension. After selecting Add Material from the Edit menu, a list
of Items is displayed.
The list is positioned to the currently select item on the Edit Extension screen. Simply select the item you would
like to add. Notice that at the bottom of the screen are tabs, which allow you to utilize the Menu, Find/Sort, and
Exchange features. These features allow you to quickly find items in the parts database. These features work
exactly in the same way as they do in our estimating software.
Once you have located the item you want to add, select the Add button. A screen is displayed to enter the
quantity for the new material. After entering the correct quantity, select the update button.
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The new material will be added to the extension as a new item (Magenta) with the quantity you entered. The
extended Price and Labor are also re-calculated.
Swap
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Swap (contd.)
The User can also Swap material directly within the Edit Extension. For example, the User wants to Swap 3/4
EMT for 1/2 EMT. Select the 1/2 EMT from the list and do a right click on it (or use the Edit pull-down),
choose Swap. This will bring up an Item window that looks and works exactly like Takeoff, but no Review.
Find what you want to Swap with by using any of the tools you are familiar with from Takeoff (i.e., Menu,
Find/Sort, Exchange, or even Permanent/Job). Once located, left click on the Swap bar. Click on YES.
Tip: Position the Item window away from the direct center of the screen as there may be “pop up”
messages that could be hidden behind it and you may not be allowed to move the window due to
“focus”.
The “Swapped” material will appear as Magenta within the list numerically if on the original tab, or at the
bottom of the list if in Raw Extension.
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Views Labels
The View menu contains two features, Labels and Properties. The Labels feature allows you to view which
labels were selected when this extension was created.
View Properties
The Properties feature lets you look at the properties of a selected field. There are 3 property categories, Fields,
Formulas, and Values. The Fields category shows the Field Name in the parts database, the Report Name, and
the Screen Name as defined by the specification for the field. The Values category shows the Adjusted Value
the Display Value and the Original Value. This can be very useful, especially if a value has been modified.
If a field contains a formula, the Formula Category will display how the value for the field is calculated.
Sending Extension Data To Bid Summary
Once you are satisfied with the modifications made to the extension, it’s time to send the Extended Price and
Labor to Bid Summary.
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Either select the Send To option from the File menu or click on the Send button in the upper right hand corner.
You will see a list of Summaries for the current job. You will be asked to save the Edit Extension report before
sending to the Bid Summary. The total Extended Price and Labor will be sent to the marked Bid Summary.
137

When you choose a Bid Summary to send the data to, you will also be prompted whether you want to send
those results to a Graphs and/or a Schedule. Choosing NO will terminate the process.
Once you decide to send the results, you will get a window with a list of the existing Graphs and Schedules for
this Extension. You can make choices directly in the list and the information will be overwritten with the new
data.
If the Graph/Schedule you want is not listed, you will choose the EDIT function in the upper left corner.
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You can choose to create NEW Graphs/Schedules either individually or do both at the same time.
Simply give a single name for both and click on OK. The data will then be automatically sent to that Graph and
Schedule and the window will disappear.
The next time you send the resulting data to Bid Summary and it asks if you also want to send the data to
Graphs and Schedules, the new Graph/Schedule will be listed in the selection window and checked as the last
one used.
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Printing
Getting the extension on a piece of paper is another powerful feature of On Screen Edit of Extension Editing.
You have the ability to print any of the tabs. What that means is if you want to print the data formatted like the
extension report, simply select the extension report tab (tab 4), and then select Print from the File menu.
At this point you have several options, including the option to preview the extension. You can also switch
between Portrait and Landscape printing. This, in combination with the ability to resize the columns, allows you
to change how much information is displayed on a page.
140

Page Set-up
With Page Set-up, you have even more options on how the extension data is printed.
Including Header and Footer information, Margin sizes, and Print Scale.
Reports
The Reports option allows you to print an extension report similar to the Preview option that currently exists in
the Estimating software. The two major differences are that the format of the report depends on the currently
selected tab. If you are on the Extension Report tab, the report is formatted based on the extension report
selected. If the current tab is Cost Code, then the data is grouped and totaled by cost code. The other difference
is that all the Job Detail information is placed on the header of the report.
141

Zoom
The Zoom feature was designed for the old folks. It allows you to change the zoom factor used to display the
extension data. So for all of you that have a hard time reading the screen because the text is too small, this is for
you.
142
Bid Summary Top Sheet
The last step on preparing a bid is to put the ‘polish’ on the facts and figures. This step is called Bid Summary.
A Bid Summary receives two Bid Summary totals from Extension. These totals are material cost and labor
hours. Through a series of multiple screens, these figures are translated and adjusted to produce the finished
sell price. Each Bid Summary can reflect the material and labor figures from a different extension. This
provides the flexibility to extend a job many different ways and thus prepare different types of bids for the same
job.
The Top Sheet above summarizes all the dollar figures from all of the additional sub-screens. It also allows
final adjustments of these figures and additional adjustments for any overhead, profit, or bond requirements not
already included. The cost review area listed in the upper left of the window displays amounts that are
calculated elsewhere in the program.
143
Material dollars and Labor hours are drawn from the ADJUSTED MATERIAL/HOURS columns in the lower
left corner of the Top Sheet (to access, use the double right pointing arrow next to the COMBINE button. To
close, use the double left button.). Other cost category amounts are calculated from the associated cost screens.
You can enter overhead and/or profit by entering a number in either the dollar or percentage column associated
with the cost category.
A red box appears on the top sheet if information is still required on the labor screen or any of the other cost
screens where information has been marked as “Required” (“R”).
The gray area to the right are your “running totals” of the Bid Summary you have focus on. You cannot change
these quantities directly. You must go to the area of concern and make the changes there. Also, the Sell Price
will be noted in red until all required information is addressed.
Tip: The first time through a Summary, only make adjustments to the ADUSTED
MATERIALS/HOURS, as needed. Also make sure you have focus on the correct BID SUMMARY.
Then go to the other screens, left to right, by clicking on the appropriate TAB along the bottom of the
window. Return to the Top Sheet after you have entered all other data in order to apply the final data
such as PROFIT and OVERHEAD.
NOTE: It is possible to “set up” a Bid Summary with no values in a Sample Job(s). Once set up, it is
available to paste from that Sample Job to any new job, saving you the trouble of having to re-create all
the lists, values, etc.
144
As an added feature, the User has the ability to set-up additional fields in the Bid Summary area of the Top
Sheet. This is accomplished by using the <Bid Summary> tab and either <Materials> or <Labor> icon in the
ribbon. From there, choose Dollar Difference, Percentage Difference or Both.
The additional fields are identified as columns for each Bid Summary in the list. These fields allow the User to
set either the percentage (%) or dollar ($). Choosing percentage will calculate the dollar amount and change the
AdjMaterial/AdjHours accordingly. You can also work it the other way by selecting a dollar amount to
calculate the percentage and change the AdjMaterial/AdjHours. This should make it much easier to “optimize”
the best results for your Bid Summaries.
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Bid Summary Labor
Start with the LABOR TAB (tabs are located at the bottom of the window) to assign hours per labor
classification to calculate a labor price. Highlight the labor classification and click the BOLD ARROW icon
below the GROUP list to paste that labor classification to the working screen. Once you have pasted all the
necessary labor classifications to the working screen, you can then distribute the hours (using either the
%TOTAL column or the HOURS column). Keep checking the information boxes at the top of the window to
make sure that all hours are assigned.
You will note that as you select the various labor classifications and paste them to the working screen, the
RATE, BURDEN, and BURDEN % are automatically entered from the GROUP you are pasting from.
NOTE: Whenever you paste information into a job, that information becomes “job specific” and can be
edited with no effect on the original information. This means you can change the information in the
various columns without affecting the original GROUP you pasted from.
NOTE: You can select labor classifications from any number of GROUPS to get the “crew” you need.
This is especially helpful in Union situations where one local may not have all the labor classifications
available. Simply choose another GROUP from the pull down list in the very upper left corner of the
window and choose different labor classifications as necessary.
If you have used multiple summaries, you can repeat the process of distributing hours to each summary as
appropriate. Select the summary you want from the summary list at the lower left of the window.
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Bid Summary Labor Groups
NOTE: The Labor Groups and Burdens used will vary based on the estimating product you use.
This is the Labor Group Screen. From here you may create as many “LABOR GROUPS” and “LABOR
CLASSES” as you need. Simply select the last available row and supply the needed labor class information. In
this way you can quickly build up specialized work forces that meet your every need.
Tip: Create all the GROUPS in the list first. This will give you focus as you create the Labor Classes
for each Group. A Group is a list of Labor Classes where the Hourly Rate (prevailing wage) has
changed due to different counties, local unions, different states, etc. When a new GROUP is created, the
“Would you like to copy from an existing labor group” window will appear. If only one Labor Group is
in the list, “Yes” will copy it, if more than one Labor Group is in the list, you will be asked which one to
copy from. Different Labor Groups may be created for your Company based on the Industry needs.
The only fields you can edit on this window are the LABOR CLASS, HOURLY RATE, and BURDEN. The
Addit.$, Total $, and % Burden are results of calculations involving the next section, “Labor Burden”.
NOTE: All changes to the Group are “global” and are available for ALL jobs, so it is only necessary to
set up the Groups, Classes, Rates and Burdens once.
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Bid Summary Labor Burden
The User gets to this window by clicking on the “BURDEN” button in the lower right corner on the previous
window.
Defining a LABOR BURDEN includes entering dollar figures or percentages for the labor burden (benefits,
taxes, etc.) per hour. The default settings are for dollars, but the field will accept a % symbol. You have 40
fields to use. As you create the fields on the right, a column will be created across the top for the LABOR
BURDEN CATAGORIES.
Tip: You could factor your labor overhead in the column as a burden and select it from the horizontal
table in each of your Labor Burden Categories.
Tip: You can name your Labor Burden Categories anything you want to reflect your specific needs
(i.e., Foreman Full-Time, Journeyman Full-Time, Apprentice Full-Time, etc.)
Scroll right on the Labor Burden Categories to select which Burdens will apply to this Labor Burden Category
by clicking the associated checkbox. The default Labor Burden Categories are based on “full-time” (Labor
Burden 1, total benefits, etc.) and “part-time” (Labor Burden 2, taxes, unemployment, worker’s comp only).
You can create as many Labor Burden Categories as you need.
148
Bid Summary Other Cost Tabs
NOTE: The Other Cost Tabs lists and number of tabs available will vary based on the estimating
product you use.
The Bid Summary comes with four default OTHER COST screens; “QUOTES”, “SUB CONTRACTORS”,
“DIRECT JOB EXPENSE (DJE)”, and “EQUIPMENT RENTAL”. These, along with any additional User
defined other costs screens, will operate in the same way. The only difference will be in the data assigned to the
individual forms.
The amounts entered on each screen are totaled and sent up to the “TOP SHEET” for compilation into the final
bid summary.
Tip: You may create additional expense reports customized to meet your needs. This may be done by
going to the Bid Summary pull down and selecting <OTHER COSTS>.
Tip: Because the NAME, SUPPLIER, and “T” (Tax) of the Other Cost categories are common to ALL
bid summaries, changing them in one Bid Summary will change them in all the others as well. So create
your list in one, it’s done in all your listed summaries.
1. Required (R)
If this box is checked (per line), the RED BORDER will appear on the Top Sheet until all the information
has been entered for that category and the checkmarks are removed (not removed automatically). For
example, by default, all LABOR must be assigned before the border will be removed (LABOR is the only
category that will automatically uncheck).
Tip: The red border is only a visual reminder that there is work that has not been completed. It will not
stop you from sending a Summary to print or in any way affect your final numbers.
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Bid Summary Other Costs Tabs (cont’d.)

2. Name
This field contains whatever you want in the list for the particular Other Cost category you are in. For
example, in Quotes, you might list all of the Switchgear suppliers, all of the Fixture suppliers, etc.
3. Supplier
This field allows you to identify the Suppliers for each Name you’ve listed, such as the Switchgear and
Fixture suppliers.
4. Tax (T)
This field needs to be checked in order to forward the results to the Tax Table (filled out later), where they
will be totaled up for taxing. Remember, checking this field will also check it in all other Summaries. The
key is not setting tax here, but indicate those things you DO want taxed later.
5. Unit
This is where you input the dollar quantity you received from the individual Suppliers.
6. Multiplier
This field can be used one of two ways. If the dollar quantity is a lump sum amount, the multiplier is
typically 1. Or, if the dollar quantity is by unit price, the multiplier would be the number of units the quote
applies to.
Tip: In some of the other Cost screens, such as DJE, you can pre-set the Unit (for Telephone as an
example) for a specific amount (as in per month) in your Sample Job. Set the multiplier to zero (0)
so the total dollar quantity is also zero. When you paste the Bid Summary info into a new job, you
simply provide the correct multiplier in that screen and the calculation will be automatic.
7. Dollars
This is the calculated total of Unit times the Multiplier. The total for the entire sheet will be in the lower
right corner of the window.
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Bid Summary Other Costs (New)
From here you may CREATE, EDIT, or DELETE Bid Summary Other Cost reports. You may also determine
which screens may be opened using the Tabs located along the bottom of the Bid Summary window.
Tip: You may create multiple Tabs, however only a maximum of 16 may be displayed, at any one time.
Think of this as a Template library. Toggle to this window when you have edited all the available
screens, uncheck the ones you’ve worked in and select others that still need to be edited. Regardless of
how many tabs, ALL the screens will be listed on the Top Sheet Other Cost Area (upper left corner).
Tip: Since multiple Tabs will need to fit in the same space currently used by the Bid Summary window,
they will appear smaller as you create more. Keep this in mind when you give new Tabs Names. The
Page Descriptions can be more descriptive and will be displayed in the upper left corner of each sheet
when opened. See below example of Tabs.
151
Bid Summary Universal (Copy)
The Universal feature allows the User to copy information from one Bid Summary to any number of other Bid
Summaries. Once the information is created, click on the pull-down for Bid Summary and choose
UNIVERSAL.
The User will choose ONE Bid Summary in the first column to copy FROM, and one or more Bid Summaries
in the second column (using the <CTRL> key) to copy TO. Then mark the appropriate tabs in the third column
for the information to be copied. Single tabs or combinations can be checked individually as shown on the left,
or the ALL TABS box chooses them all, as seen on the right. Once the choices are made, click the UPDATE
button.
The User will be asked to confirm the copy request, and then see a prompt when the update is completed.
152
Bid Summary Bond
The bid bond associated with the job can be set as a percentage of the “Final Price”. You have the option of
turning the Bond Table on or off in the Top Sheet.
Keep in mind that a Bond Table is cumulative. This means that the dollar amount of the job must calculate
every increment from $0.00 to the final amount.
The above example shows increments by $100,000.00 from $0.00 to $100,000 and then increasing by
$100,000.00 increments (the last increment represents a major increase to the increment by $500,000).
Remember, you will customize your Bond Table according to the terms of your Bonding Agent. The Bond
Table is job specific and CAN be pre-set in a Sample Job. But, if your Bond increments are different for every
job you do, leave your Bond Table blank and create them individually for each job.
Tip: Edit the TO Column first by entering the break points in your bond schedule. Then assign the
associated PERCENT of dollar amount in the Bond Value Column (the default is for a DOLLAR
amount, but will accept a % symbol manually). The FROM Column will automatically calculate the
correct values and can’t be edited manually.
NOTE: If the bond increments don’t change for your company, it may be a good idea to set up the
Bond Table in the template job. Changing the Bond Value is easy. Editing the increments is somewhat
more difficult and if they change from job to job, it may be easier to simply begin from scratch.
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Bid Summary Tax
The Tax screen lets you define tax rates to be applied to the appropriate cost categories. Remember, there will
be no Taxable Amounts here (except Materials/Labor, which are automatic) unless you have checked the “T”
column in the appropriate Other Cost screens.
NOTE: Since checking the “T” column will apply to ALL Bid Summaries, the program handles each
Tax screen as “summary sensitive”. Meaning that rates assigned for one summary will not apply to
another. You must input the tax rates for each summary separately.
Tip: If you consider how many Alternates/Change Orders you typically have per job, you can pre-set
the Bid Summaries in Sample Job, pre-set the tax rates for each summary and paste Bid Summary when
you start a new job. Then as the Taxable Amounts are calculated by input to the individual Other Cost
screens, they will automatically transfer here and calculate the TAX $ for you.
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Bid Summary Top Sheet Completion
1. Overhead $ / %
These two columns allow you to modify your overhead by allowing you to enter in either a dollar amount or
percentage per line. The results “cross calculate”, i.e., putting in a dollar amount will calculate the percent
and vice versa.
Tip: You may also create global variations using the “Adjust Overhead & Profit” fields below the
Other Cost area and/or making selections from the pull down as shown above for CHANGE,
INCREASE, DECREASE, DIVIDE, and MULTIPLY ALL BY. Then type in either a dollar amount
or a percentage. Use the % or $ at the end of the line to identify which choice you made and it will
transfer the result to the table.
2. Profit $ / %
These two columns allow you to modify your profit by allowing you to enter in either a dollar amount or
percentage per line. The results “cross calculate”, i.e., putting in a dollar amount will calculate the percent
and vice versa.
3. Mark-up Sales Tax

Checking this box will apply your profit percentage to the sales tax and add the result to the Profit field on
the right side of your Top Sheet.
155
Bid Summary Top Sheet Completion (cont’d.)

3. Use Bond Table
Checking this box will activate the Bond Table as set up by using the Bond Tab.
4. Adjust Sell
As in other areas of the program, you can make adjustments to your final Sell Price. This field is also very
convenient to preview negotiated Sell Price. Type in the negotiated Sell Price, hit <ENTER>, and you will
notice the two gray fields below will reflect the Adjusted Return, both dollars and percentage. Since most
estimators know what percent return they need to be profitable, this will give you an immediate indicator if
the sell price being asked is appropriate.
5. Square Feet (Sq Ft)*

This field allows you to input the calculated or stated square footage for the job.
5. Job Months*
This field allows you to input the estimated length of the job in terms of MONTHS. We recommend you
use a four-week month so you can utilize decimals for weeks, such as .25, .5, and .75 for 1, 2, and 3 weeks
respectively.
5. Hours/Wk*
This field is defaulted for 40 hours, but can be modified per Bid Summary to be whatever you want.
5. Workers/Day*
This field is a calculation using the Job Months, Hours/Wk and total Adj Labor Hours.
* None of these fields have any effect on the final Sell Price. They create the data in
Sales/Month, Return/Month, Price/SqFt, and Hours/SqFt on the right side of the Top Sheet
following the Sell Price and are only meant as reference “benchmarks”.
6. Update Job Details

This button updates any of the Bid Summary Details in the Job Details list. You will be asked if you want to
update the values. If the “Yes” button is clicked, a list of the updated fields will be shown.
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Printing
There are actually three different ways to print the Bid Summary.
• Select a single Bid Summary without checking the box at the beginning of the line and print.
You will get a report of just that Bid Summary.
• Select multiple Bid Summaries by checking the boxes at the beginning of the lines and print.
You will get individual reports of all the Bid Summaries checked.
• Select multiple Bid Summaries by checking the boxes at the beginning of the lines; select the
<COMBINE> button in the lower left corner of the Bid Summary Top Sheet. This will
immediately modify the Top Sheet to show all the totals for the Bid Summaries you selected as a
combined amount. When you print, you will get ONE report with the combined information.
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Printing (contd.)
When you have finished defining all of the Other Cost screens, Amounts, and Overheads/Percentages for your
Bid Summary, select <File><Print> or <File><Print Preview>. The “Bid Summary Page Order” window will
open to let you select the Bid Summary Layout to use. The default is “Print All Bid Summary Sections” which
cannot be copied or edited.
You may create a new custom Bid Summary Layout by left clicking on the “New” button, and when the “New
Bid Summary Layout:, screen opens, enter a name, and left click “OK”. The new Bid Summary Layout may be
edited, copied, or deleted by left clicking on the appropriate button. Multiple Bid Summary Layouts may be
created.
The added Bid Summary Layouts may be edited by left clicking on the “Edit” button, and defining the
appearance of your final report.
• Each category (Spec) can be followed by a page break by “double left clicking” on the category
with your mouse to toggle between TRUE (has page break) and FALSE (no page break). Setting
this to TRUE will cause the next section to start at the top of a “clean” page.
• You can move categories (Specs) up or down through the list by clicking on the category (Spec)
you want to move and using the arrow buttons.
• You can also choose to delete a category (Spec) from the page order list. This will NOT delete
data; it simply doesn’t print that particular category. If you accidentally delete a category (Spec),
you can restore the deleted category (Spec) by left clicking on the “Restore Deleted Items”
button.
• Once you have the Bid Summary Layout the way you want it, left click on the “Save” button to
save it.
• If there is no data in a particular category, nothing will print (unless it is in the Other Costs
(Quotes, SubCont, DJE, EqRental, etc) area that has a price in the “Unit” column.).
158
NOTES:
159
SECTION III
PROGRAM/DATABASE SUPPORT
160
HELP
The basic Help screen, as shown at right, is the typical “menu”

style that most of us are familiar with from other Windows
programs. This style requires you to know where the
information is contained that you are looking for. The
breakdown is pretty self-explanatory and shouldn’t create any
problems, but we have provided a much more “User friendly”
method of using Help.
This alternative method is what we call “context sensitive”. In other words it goes where you are in the
program (this example is an Assembly takeoff window). To use this feature, put focus on the area in question;
i.e., a takeoff window, menu, audit trail, etc. Then hit the <F1> key on your keyboard. It will bring up the help
window for that area. You will notice it also has the accompanying text describing the help topic and the green
highlights that will lead to related information.
161
HELP (contd.)
The note at the top of the window directs you to “Click on the Area you would like Help With”. Moving the
cursor around the image will produce a pointing finger. Point to the area you have a question on and do a single
Left Click, such as “Menu”. This will then prompt the help screen to go to that area as shown below.
You can continue this process up to the point that a link to the actual database is necessary, at which point you
will get a final text box with help information. The below example shows clicking in one of the menu columns.
Because it isn’t able to actually go there in the database, you get a “pop-up” window that describes what the
action is.
To get out of help, simply hit <Back> until you’re where you want or just close the window. Remember, you
can print any information on the screen and make your own reference manual for those areas you use
frequently.
162
Database Custom Reports
NOTE: The ability to create/edit the Database Custom and Maintenance Reports will vary based on
Security and the estimating product you use.
The Database Report Screen operates much like the Extension Reports, however this allows you to print out
your current database by selecting from the list of available reports, or by creating your own. McCormick
Systems provides three pre-defined reports with which you may view, create or modify additional reports.
Tip: To print out your Database, you must be in a job with at least one takeoff window open. Selecting
“Print” while a takeoff window is open and active will bring you to this screen. Select your range and
click on OK. The report is below.
163
Database Maintenance Reports
The Maintenance Reports window allows the User to take advantage of pre-programmed reports that give
specific information that can be helpful in evaluating and maintaining your database. These reports are
formatted in their own particular layouts already.
These reports cover most of the situations McCormick Systems Inc. has been asked for over the years, in a
concise list that is easily obtained and fairly easy to navigate. In most cases, simply choose the desired report
and left click on Preview or Print. You will see the typical “block operation” window asking for a range of the
database to be addressed. Following is an example of such a report.
164
Edit Specifications
Caution: Before you make any changes to the specifications, you should always backup your parts
database. Any changes made to the specifications will be synchronized with any job opened prior to the
change. Because Edit Specifications is considered an ADVANCED topic, please call McCormick
Technical Support for assistance in modifying specifications before attempting on your own!!
NOTE: Access to Specifications will vary based on Security and the estimating product you use.
• This window controls the properties of all your specifications. From here you may create new
specifications (Fig1) or modify existing ones. Remember, once a specification is created, the only way to
get rid of it is to restore the backup of the database you made prior to editing.
• This screen also gives you access to the various LISTS (Fig2) contained in your specs, such as the Cost
Codes, Schedule Codes, Users, etc.
• You can also see any Formulas that various specs may be created with.
• This is where you can also change the order in which the specifications appear in your review window
using the SPEC ORDER (Fig3) button.
• Finally, this is where you can PRINT the entire specification list for review and/or faxing to tech support
so everyone will know what changes have been made to old and/or new specifications.
Fig 1 Fig 2 Fig 3
165
Edit Formulas
Caution: Before you make any changes to the Formulas, you should always backup your parts database.
Any changes made to the Formulas will be synchronized with any job opened prior to the change.
Because changing Formulas is an ADVANCED topic, please call McCormick Technical Support for
assistance before modifying Formulas.
NOTE: Access to Formulas will vary based on Security and the estimating product you use.
This screen controls all formula creation and modifications.
• Allow you to select either Items or Assemblies for formula set-up.

• Once you’ve selected the specification requiring the formula, you can use any or all existing
specifications for that formula, including math functions.
• There are a number of specialized functions that can also be applied to the formula as well, such as
computing the minimum amount in a series of specifications, averages, etc.
166
Price Updating
Price Updating allows you to update your current database with the latest price and labor specifications
provided by third party sources (Pricing Services, Suppliers, etc.).
If you have already run a successful update, all that is needed is for you to select the UPDATE option.
At this time you will be prompted for your “printing preferences”. Select the options you want (usually No) and
continue on.
You have one last chance to cancel the operation.
167
Price Updating (cont’d.)
When you receive the message “Start your update application now”, start your third party application as you
normally would (notice you will be unable to “minimize” the WinProduct). Once your third party application
has started its update, monitoring will be returned to the WinProduct.
Before updating the database prices, read the bulletin that the pricing service sends with each price update disk.
The bulletin contains information on changes in vendor number (UPC/EDP/DCI code), prices, new items,
discounted items, etc.
McCormick Systems supports many different Price Updating services with more being added all the time.
Tip: If you would like a specific vendor added to the list of supported formats, contact your vendor and
let them know. We will be happy to work with them directly. Just have them call us.
Pricing Configuration
If this is the first time you are running the price updating function, you will need to create a new Update
Configuration. To do this, select the format that your data is in from the previous screen and select EDIT from
the buttons to the right.
168
Pricing Configuration (contd.)

This screen allows you to define the parameters of a new or current “Update Configuration.” Keep in mind that
you will only need to create a new CU or UPD file the first time you run an update for each vendor.
NOTE: Most third party vendors may be emulated by modifying the data on these screens. If you have
any questions on the information needed by your vendor, please contact Technical Support.
If you are performing this process as the result of a failed update, you will be prompted that the file already
exists and would you like to overwrite? Your response would be “Yes”.
169
Setting up McCormick for use with Tra-Ser SX

1. Open any job, go to the <Jobs> tab and <Update> icon in the ribbon
2. You will no longer be using the top selection Trade Service Tra-Ser for Windows after this.
3. Left Click “New”, add “Tra-Ser SX” as the Description
4. Select “Tra-Ser SX Internet Transfer” from the Update Format pull-down.
5. This will open up the Configuration dialog.
You can use this button to

begin the update, BUT we
would rather you closed this
This should be the Default, window and hit the button on
even if you don’t have NECA the previous screen. This will
kick out all the other Users and
begin the update.
The Price update logs can be
placed local or on a network
so other Users may access This is only used if you have
them. multiple databases attached to
the same program.
Last Issue Processed starts
out blank. This will give you
the last 5 years of updates. If the User fills out the
Once an update is successful, unattended update section with
a valid windows account, it will
it will auto fill with the date.
start the update at the
This field cannot be
designated time.
modified.
The McCormick fields need to be Refresh Tra-Ser SX will refresh Reports are not printed by default,
matched to Tra-Ser SX fields. This any change Tra-ser files. they are stored. If you hit the View
example shows the most common Report Files button, you will have
scenario. You can update multiple Save Update Configuration saves access to the report archive. You
price columns at the same time if your changes. can then print any past successful
the User has the appropriate fields reports.
in McCormick.
170
Hot Link
The Hot Link process allows the User to “switch” between the McCormick estimating program and the Trade
Service database, “collect” data on pricing for any number of items and “import” the information back into the
estimating program to be used for estimating purposes.
Set-up
First, do a Right Click on a blank button and name it Hot Link. Then, bring up one (1) Item Takeoff window.
Do another Right Click on your new Hot Link button and do a snapshot, repeat and select 1 Window Takeoff.
You will then select the <Configuration> tab and the <Keyboard> icon in the ribbon to open up the Keyboard
Mapping window above. Make sure 1 Window Takeoff is selected in the Description field in the upper left
corner of the window (1). Choose SHIFT in the upper right corner by using the pull-down in the Shift field (2),
and “H” by using the pull-down in the Key field (3). Next, using the pull-down in the Pre-Defined Action field,
select <TSP_HOT_LINK> (4). Finally select the SAVE button in the lower right corner (5), then CLOSE.
171
Hot Link (contd.)
The final step in setting up the Hot Link is to go into the <Configuration> tab and the <Security> icon in the
ribbon. As shown on the left under the Group “Administrator” (1), select Database in “Area” (2). There will be
two lines of security for Hot Link, “Permanent Items from Trade Service” and “Temporary Items from Trade
Service”. They both need to be checked for the User to be able to perform the function as Administrators.
Since by default Estimators can’t edit the Permanent Database, as shown on the right, they CAN use Hot Link
in the Temporary Database.
NOTE: The security is setup under Administrator, since this is the highest level of security. No one
other than Administrators should perform this function for security reasons.
Process
Once the Hot Link functions are all established, you launch the process by clicking on the Toolbar Button “Hot
Link”. This will bring up your single Item Takeoff window. Locate where you want the imported items to be
put, either Permanent Database or Temporary Database. You then hold down the <SHIFT> key and hit the
keyboard letter “H”. This will launch your Trade Service program.
172
Hot Link (contd.)

Trade Service DOES NOT HAVE TO BE UP AND RUNNING for our program to access it, the Hot Link will
do that automatically. It DOES have to be installed in such a way that our program can find it, i.e., on the local
drive for the stand alone, on the server for the network. This should already be taken care of by creating the
link for price updating as previously explained.
Once Trade Service is open, you can use their menu options to locate the manufacturer and/or products you
want to transfer to the estimating program.
1. To select items within the TRA-SER parts list, find what you want and check it.
2. You then select the “Export” pull-down.
3. Finally choose “Link Export” from the list.
173
Hot Link (contd.)
When the McCormick Systems Hot Link Import window appears, you match the Trade Service specifications
on the left (1) to the McCormick specifications on the right (2). Use the “in” pointing arrows, either left or right
side (3), to bring your matches together in the center window. The typical matches are illustrated above. As
you make matches from the McCormick side, they will “disappear” as options. Therefore, it would be easier to
work from this list.
Once the matches are made, select NEXT in the lower right corner. This will bring up the above two windows.
Make the appropriate choices to continue.
174
Hot Link (contd.)
Now you have the list of TRA-SER items on the left and a window of our database on the right. Highlight the
items you want from Trade Service, using the <SHIFT> key for all or part of the list, or <CONTROL> key for
multiple choices in a specific order (1). Select a destination on the right (required, or you will get a prompt
message) (2) and select the appropriate directional arrow from between the two windows (3 or 4). The single
arrow will move only the line selected on the left if only one line is chosen, the double will move the entire list
on the left in the order it appears.
NOTE: If this window appears before the window to match specifications, you can get there by
clicking the “Specifications” button at the bottom, returning to TRA-SER and then “export”.
If the selections have been made properly, the list will now appear on the right side in our database (5).
If it is necessary, or if you want further information from another manufacturer, you can return directly to the
TRA-SER program by using the “Link” button on the bottom of the window (6). Once you return, follow the
previously outlined steps in the process to transfer the items. A notable exception will be that it is not necessary
to re-select the specification matches between the McCormick WinProduct and TRA-SER, as they have already
been done.
If the location on our side is correct, select APPLY to make the actual import (7). If you do not intend to return
to TRA-SER at this point, choose CLOSE to end the process (7).
NOTE: In order for this process to work correctly, you must make sure there is enough space in our
database to accept the items you are importing. If you are importing into the permanent database, and
you bring over more items than you have space for, you could overwrite existing items with no way of
recovering them.
175
Hot Link (contd.)
Congratulations, the Trade Service items are now part of your estimating database. Notice that the Item Name,
Manufacturer, Catalog Number, Book Price and DCI Codes are in place. All that remains is for you to set the
proper Unit for Prices 1-3, and add the Labor. This import can be done for any number of items at any one
time.
Security
NOTE: Access to Security will vary based on Security setup and the estimating product you use.
The Win Product also allows for creating individual Users with specific levels of security. This function is
limited to those with ADMINISTRATOR level of security in general or only those that have been assigned the
authority.
176
Security (cont’d.)
The Security window allows you access to the different areas of security. It is broken into two main sections or
SCOPE. The GROUP selection (1) allows the Administrator to make general changes to an entire group at the
same time. The USER selection (2) allows the Administrator to define the security to an individual User,
regardless of the group assignment. This will allow very exact functions using the AREA (3) and ELEMENTS
(4) within that particular area.
The first step or option is to go to USER MAINTENANCE (5). This area will allow you to do one of two
operations. Assign either NEW PASSWORDS as shown on the left, or create a NEW USER as shown on the
right.
NOTE: The User Name is used on reports and the sign-in list. Therefore “cute” nicknames such as
Bubba, Buffy, and Slick are not recommended.
Once the New User is assigned a name and password, the next step is to assign the DEFAULT settings (6).
This provides KEYBOARD MAPPING (1) for utilizing the same keyboard commands that were used in the
original DOS application and the “automatic input” of takeoff. This is also used to copy default TOOLBAR
buttons (2) and the WORKSPACES (3) the User will work with inside the program. The new User is the
DESTINATION (1) in the above right window. Choose an existing User that has the defaults needed for the
new User as the SOURCE and highlight the first default in the list (2). Use the right pointing arrow between the
two windows (3) to “transfer” the desired defaults to the new User. The list will automatically advance to the
next choice and continue to transfer as you click on the right pointing arrow. It will also notify you if
everything has been sent or a duplicate exists. When done with each default, click CLOSE (4).
177
Security (cont’d.)
NOTE: All three types of defaults MUST be created for every User, regardless of final level of security
assigned to the User.
The next step in the procedure for creating a new User is to assign the User to a GROUP. We have three (3)
levels of security already in the program. Each level of security has its own distinct capabilities as follows:
• GUEST – Has no “rights” to speak of. Every new User is automatically assigned this level of security.
It is basically a “look but don’t touch” function.
• ESTIMATOR – Has limited rights within the program. There are two very specific restrictions on an
Estimator that need to be considered when assigning this level;
1. An Estimator is NOT ALLOWED TO EDIT THE PERMANENT DATABASE! This is
probably the single most important restriction on the Estimator level of security. This is critical
to maintaining the pricing and labor correctly and not compromising the integrity of the
database.
2. An Estimator CANNOT enter another job unless the Lead Estimator on that job has assigned
them to it. An Estimator CAN start a job of their own and see it through to completion.
• SENIOR ESTIMATOR – Has rights specifically devoted to Edit Extension. This User would only
have rights to make changes to existing saved Edit Extensions on a job. If the Senior Estimator is doing
actual estimating, either Estimator or Administrator would make the better choice.
• ADMINISTRATOR – This is the highest level of security in the system. Has unlimited rights to any
and all areas of the program, unless previously curtailed by a designated “SYSTEM
ADMINISTRATOR” that has overall control of security. In those situations, the System Administrator
will disable certain functions of security per group or User, and also prevent any other User, regardless
of level of security, from accessing SECURITY at all.
NOTE: Only one level of security should be chosen for any User. Multiple selection of security will cause
a conflict in certain areas of the program, resulting in the program opting for the LESSER of the securities.
It is possible to create new GROUPS of security with customized functions, but that is an advanced function
and should be discussed with a qualified tech at McCormick Systems Inc. before attempting.
178
Notes:
179
180
SECTION IV
TOOLS
181
Importing Applications
The program allows the User to attach a number of applications to a particular job. To access this feature, select
the <Job> tab and <Attach Files to Job> icon in the ribbon. You would then select the application you wish to
use in the above window to bring up a dialog box to search and locate the document, photo, etc. you want.
As noted above, you can import just about anything from anywhere. It can then be available in the job.
182
Importing Applications (contd.)
Notice the path to the application you are attaching (1). Next, you give the application a name (2). Notice there
is an area to allow you to add notes to describe what is showing in the image (3). Quite a bit of room actually,
but be aware that it is similar to Notebook with little or few editing capability. Once done, click OK.
Graphs
The McCormick estimating program includes a feature for creating Graphs. The Graphs are based initially on
the Extension data. You select Graphs by going to the <Extension> tab and the <Graphs> icon in the ribbon.
183
Graphs (contd.)
NOTE: Graph cost codes/categories will vary based on the estimating product you use.
If you have set up your Extension properly (by including the graph field for each summary you send the data
to), you will see the list of available graphs on the right side under Graph Data. Select the graph you want to
review. The initial graph is a bar graph. The first thing to do would be to MAXIMIZE the window using the
maximize icon in the upper right corner, this makes it easier to work with the graph.
The default legend uses the Cost Code Values. If you want to know what they are, the default codes are listed
as an appendix to this manual, or you will have to go to the list of Cost Codes under <Configuration> tab and
the <Specs> icon in the ribbon and LIST in the main program screen. You cannot print this directly from our
program. You will have to highlight the entire list and copy (using the <CONTROL><C>), then go to Notepad,
WordPad or Microsoft Word® and paste. Using Microsoft Word allows you to use the table feature. The list
should fit on a single page.
You can change the legend by selecting <EDIT> (1) and <DATA> (2) in the main Graph window and replacing
the existing value with the correct name (1), then Apply (2) and finally OK (3) as shown below.
184
Graphs (cont’d.)
You can also change the type of graph by selecting OPTIONS and STANDARD (don’t worry about Advanced
unless you are VERY good at graphics) in the window. This will bring up the above window where you can
then select PIE and 3D under TYPE. You can also choose SHOW PERCENTS and SHOW LEGEND. Once
you have made your choices, select APPLY, then OK.
You can move the percentages around by clicking on them and dragging to the location you want. Again, you
can select EDIT in the window and change the legend from Cost Code Values to Names.
NOTE: Any changes you make to the window will NOT save automatically. You will have to
manually save any changes by going to FILE and saving to another location. You CAN save the screens
to the Microsoft PowerPoint program and create your own slide show for presentation.
185
Graphs (cont’d.)
You can also do a single click on any “slice” of the pie and drag it away from the rest of the pie. The above
note applies.
Graphs are also available for Bid Summary by selecting <BID SUMMARY><GRAPHS><BID SUMMARY –
Your Choice> from the pull-down. These Graphs automatically come up as pie charts.
You have the same options as the Extension graphs, with the added ability to “Drill Down” on any slice by
selecting DRILL DOWN in the lower right corner.
186
Schedule
NOTE: Schedule Task Names will vary based on the estimating product you use.
The Schedule feature is also based on Extension data. You would set up the schedule data the same time you
create the Summary and Graph data in Extension. You access the Schedule by selecting <TOOLS>
<SCHEDULE> in the pull-down menu.
When the Schedule appears, you can set the beginning and end dates as necessary to encompass the entire
period needed.
You would select either TASK DETAILS along the bottom of the window and then SCHEDULE OPTIONS,
OR select EDIT and SCHEDULE OPTIONS from the top of the window. Either way, you will go to the
window above. You will notice that this window contains the Schedule Name (from your Extension Report
window), the Schedule Begin and Schedule End. You will start with the Schedule End. Click on the button
with the three (3) dots next to the field.
187
Schedule (cont’d.)
This will bring up a calendar that will allow you to select the appropriate year; month, and day you want this
schedule to end. You MUST select ALL THREE for it to complete properly. You will have to use a day that
falls within your workweek. Once you have selected the information, select OK.
This will return a changed Schedule Options. You would follow the same procedures for changing the
Schedule Begin. This window is also where you determine the Work Days. Just check the days your crew
works. NOTE: You will not be able to start/stop any tasks on days that are NOT included in the Work Days.
You can make Schedule Notes that apply to this schedule specifically and you can Clear All Predecessors as
well. DO NOT CLEAR PREDECESSORS UNTIL SCHEDULE START IS IN PLACE. If you select Clear
All Predecessors, you will be prompted that the process is NOT REVERSABLE. That means for this schedule
only.
Your next step is to select APPLY which will bring up the completed schedule in the background. You then
select OK to close this window.
188
The completed Schedule will be broken down by Cost Code Descriptions or Schedule Code Descriptions
(depending on the extension report used) on the left and show the scheduled task with the number of workers
needed to complete the task in the table on the right.
You can “adjust” the tasks by moving your cursor inside the scheduled task (you will see a white bar with two
[2] pointers) and moving the entire task forward or backward. You can also “lengthen” or “shorten” the task by
moving the cursor to one end or the other (you will see a white bar with one [1] pointer, depending on which
direction you are moving), click and drag. Remember, you will not be able to drop on a day NOT in your
workweek. You will also be unable to “overlap” any tasks as long as the predecessors are active. This is the
graphic method of manipulating your schedule.
You can also manipulate the schedule data manually from within the EDIT windows. To access, click on which
line you want to edit in the schedule (notice it does NOT highlight the line, but shows which line you have
chosen in the lower left corner of the window), then select TASK DETAILS or TASK ORDER (you can also
access Task Order from the Task Details window by clicking on the tab to the right).
189
The Edit window will show you the Short Task Name (Cost Code or Schedule Code Value), Long Task Name
(Cost Code or Schedule Code Description), the Duration (from your Extension data), the Start/Finish dates
(minimum of three days), Workers per Day (actually per task), Hours per Worker, and Task Notes.
You can modify the Start/Finish dates by using the calendar (bring up with the three dot buttons). You can also
set the Hours per Worker directly in that window, if you want your workers working more hours for that task.
Also, you can set the number of Workers per Day (Task).
All of these areas noted under PLANNED work together in concert. Changing one will affect the others. Once
you have manually set the fields, select APPLY and then OK. This will transfer your changes to the graphic
schedule. What you just accomplished is actually “manpower management” of the job.
The ACTUAL fields will be available in a future version.
190
Task Order will let you change the order of tasks as they appear on the schedule. If the Task Predecessors are
still in effect, it will have no affect on them. You will not be able to “adjust” any task to be performed at the
same time as long as the Task Predecessors are in effect. Before you decide to disable the Task Predecessors, it
is a good idea to use them to “push” all the tasks to the chosen start date, i.e., even though my schedule starts on
August 7, 2000, maybe you won’t start actual work until August 28, 2000.
With the Task Predecessors active, you can drag the first task to begin on August 28, 2001. This will “push” all
the other tasks to follow after the first task. At that point, select Task Details, Schedule Options and Clear All
Predecessors.
Now your predecessors are disabled and you can “stack” your tasks in a more realistic manner.
191
If you move your cursor to the solid line at the beginning of the graphic schedule, you will get a “bar and
double pointer”. Click on the line and move it to the far right of the screen. This will uncover the “back sheet”
of the schedule. This is a table form of all the data being used for the schedule. Double clicking on any of the
fields will take you to the appropriate window (Task Details, etc.) to make changes.
If you select PRINT from the original schedule sheet, you will get this back sheet first, followed by the graphic
schedule (obviously you will have to tape them side by side to get the full schedule).
Last, but certainly not least, there is a field in the upper left corner of the main Schedule called View. This will
allow you to view the schedule in different increments, such as Days, Weeks, Months, Quarters, and Years.
This is especially helpful for long term jobs with extremely long tasks. It also allows Hours and Minutes, but
neither of these are recommended. “Hours” will show 24 in a day and doesn’t allow for “shifts” such as 8-5, 7-
4, etc. “Minutes” will show every single minute of the day and is ineffective as a scheduling tool.
You are able to export the resulting schedule directly to Microsoft Project®.
192
Export
The EXPORT feature allows the User to export information from many areas of the program into a “comma
delimited” file for import into another program, such as Microsoft Excel® or Microsoft Word®.
To access this feature, select <FILE><EXPORT> from the pull-down menu. The above window will appear.
The first task is to create a report set up as a template for running as a batch file. Select the “Create” button in
the lower left corner. Initially the below window will appear.
193
Export (contd.)
You work your way across the line from left to right, the first area being “Set Bid Summary”. Simply click in
the box and the window below will appear.
There are two ways to select the Bid Summaries you want. The first is to select them in any order you want by
using the “Select” column. This will “Sort” the list in the order you’ve selected. The second is to simply use
the “Select All” button in the lower right corner, which will sort the list from top to bottom.
194
Export (contd.)
Select the “Apply” button in the lower left corner to accept your choices.
Now you will move on to the “Categories” column. There is a pull-down when you click in the field that allows
the User to choose which area of the program you want for this particular batch run.
NOTE: You can make only one choice at a time per line, but you have the option to “Add” more lines
to the batch in the lower left corner.
Depending on the selection you make, different windows will appear with the various choices within that
selection. The below example is using “Top Sheet” as the choice.
195
Export (contd.)
Again, you can choose the individual areas by checking them in the order you want them, by using the “Select”
column OR use the “Select All” button to choose them all in the order they currently appear.
Select the “Apply” button in the lower left corner to accept your choices.
This completes the CREATE function for the batch (of course, you can repeat this process a number of times
for each batch), and you can now move on to creating the actual template.
The following window shows how your window will look after creating the batch information, as well as both
the template name and the path.
The “Path” should be created first. It should be a location you can access with whatever program you intend to
be using for this batch file, such as the default, “My Documents”.
The “Template” can be whatever name you want to give this batch of information. Any templates you create
are “System-Wide” and can be accessed from any job. Be sure to select the “Save” button when you’ve named
your template to accept it.
196
Export (contd.)
Once you have set everything up as shown above, you can then run the batch. Close this window and you will
be returned to the original window below, with the addition of your template batch file being listed.
Select the Template you want to use, select the Bid Summaries you want it to apply to, and finally, select Run
Batch in the lower left corner to create the file.
Open your other program and get the created file to process, as you require.
197
Proposal
NOTE: Proposal templates will vary based on the estimating product you use.
ELECTRICAL CONTRACT – PROPOSAL

For
Trade Commercial Offices – 2
McCormick Systems Inc.

1255 W. Baseline Road
198
Mesa, AZ 85202
(800) 444-4890
(480) 820-2422
From: McCormick Systems Inc.

Mesa, AZ 85202
Date: July 18, 1999
To: Trade Enterprises

Mesa, AZ 85202
We propose to furnish all material and perform all the labor necessary to install wiring for the Dust Collector in the lab at Trade
Enterprises, 1255 W. Baseline Road, as per the following bill of material and labor excluding any listed alternates.
1. Furnish and install a three-pole breaker in the existing panel.

2. Furnish and install a 20-amp feeder from the new three-pole breaker, approximately 50 feet, to the dust collector’s location.
3. Furnish and install a manual starter and connect it to the dust collector.
All of the above work to be completed in a substantial and workman like manner for the sum of $190,000.00 July 18, 1999.
Alternate E-1 – If a Siemens magnetic starter with a start/stop push button in the cover and a 30 amp disconnect switch is furnished in
place of the manual starter listed above ADD $3,864.34 to this proposal.
199
Payment shall be made each thirty days as the work progresses. The entire amount of the contract shall be paid within thirty days after
completion.
Service and Finance Charges are applicable on past due accounts at the rate of 1 ½ percent per month on amounts thirty (30) days
past due, which is equal to an annual percentage rate of 18 percent. Such charges are shown as “service charge”. There is no
service charge if accounts are paid within thirty days of the end of the month in which purchases are made.
Any alteration or deviation from the above specifications involving extra cost of material and/or labor will only be executed upon
written orders for same, and will become an extra charge over the sum mentioned in this contract. All agreements must be made in
writing.
The contractor agrees to carry Workman’s Compensation and Public Liability Insurance, also to pay all Sales Taxes, Old Age Benefit
and Unemployment Compensation Taxes upon the material and labor furnished under this contract, as required by the United States
Government and the State in which this work is performed.
Respectfully Submitted,
Signed:_________________________
John Doe
Note: This proposal may be withdrawn by us if not accepted within fifteen days of proposal date.
Acceptance
You are hereby authorized to furnish all materials and labor required to complete the work mentioned in the above proposal, for which
the undersigned agrees to pay the amount mentioned in said proposal, and according to the terms thereof. I also agree to pay all
reasonable costs, charges and attorney’s fees that may accrue hereon after any default in payments.
Signed: __________________________
Title: __________________________
Date: __________________ 19_____
Ref.: “Job Name” (001 – Bid Form and Bill of Material – McCormick 3-10-99)
200
ELECTRICAL CONTRACT – PROPOSAL

For
<<Job Information.Job Name>>
<<Job Information.Contractor Name>>

<<Job Information.Contractor Address>>
<<Job Information.Contractor City, State, Zip>>
<<Job Information.Contractor Telephone>>
<<Job Information.Contractor Fax>>
201
From: <<Job Information.Contractor Name>>

<<Job Information.Contractor Address>>
<<Job Information.Contractor City, State, Zip>>
Date: <<Job Information.Bid Date>>
To: <<Job Information.Customer #1 - Name>>

<<Job Information.Customer #1 - Address>>
<<Job Information.Customer #1 - City, State, Zip>>
We propose to furnish all material and perform all the labor necessary to install wiring for the Dust Collector in the lab at <<Job
Information.Customer #1 - Name>>, <<Job Information.Customer #1 - Address>>, as per the following bill of material and labor
excluding any listed alternates.
1. Furnish and install a three-pole breaker in the existing panel.

2. Furnish and install a 20 amp feeder from the new three-pole breaker, approximately 50 feet, to the dust collector’s location.
3. Furnish and install a manual starter and connect it to the dust collector.
All of the above work to be completed in a substantial and workman like manner for the sum of <<Base Bid.SellPrice>> <<Job
Information.Bid Date>>.
Alternate E-1 – If a Siemens magnetic starter with a start/stop push button in the cover and a 30 amp disconnect switch is furnished in
place of the manual starter listed above ADD <<Alt 1.SellPrice>> to this proposal.
202
Payment shall be made each thirty days as the work progresses. The entire amount of the contract shall be paid within thirty days after
completion.
Service and Finance Charges are applicable on past due accounts at the rate of 1 ½ percent per month on amounts thirty (30) days
past due, which is equal to an annual percentage rate of 18 percent. Such charges are shown as “service charge”. There is no
service charge if accounts are paid within thirty days of the end of the month in which purchases are made.
Any alteration or deviation from the above specifications involving extra cost of material and/or labor will only be executed upon
written orders for same, and will become an extra charge over the sum mentioned in this contract. All agreements must be made in
writing.
The contractor agrees to carry Workman’s Compensation and Public Liability Insurance, also to pay all Sales Taxes, Old Age Benefit
and Unemployment Compensation Taxes upon the material and labor furnished under this contract, as required by the United States
Government and the State in which this work is performed.
Respectfully Submitted,
Signed:_________________________
<<Job Information.Contractor - Estimator>>
Note: This proposal may be withdrawn by us if not accepted within fifteen days of proposal date.
Acceptance
You are hereby authorized to furnish all materials and labor required to complete the work mentioned in the above proposal, for which
the undersigned agrees to pay the amount mentioned in said proposal, and according to the terms thereof. I also agree to pay all
reasonable costs, charges and attorney’s fees that may accrue hereon after any default in payments.
Signed: __________________________
Title: __________________________
Date: __________________ 19_____
Ref.: “Job Name” (001 – Bid Form and Bill of Material – McCormick 3-10-99)
203
Proposal (contd.)
Once the document is brought into the estimating program, using the two pull-down fields at the top of the
window can create merge fields. The left field tells the document WHERE to find the data.
204
Proposal (contd.)
The right field tells the document WHAT information to include in the merge field. The merge fields will be
set apart by double chevrons preceding and following the field. The data requested will replace the field when
you select the LEFT HAND SET OF DOUBLE ARROWS at the top of the window.
By clicking on the EPSELON (AT SUM) symbol at the top of the window, you can also “string” the merge
fields together to provide totals or formulas. With practice, you can either “stack” the fields and then do a total,
or simply have the net result.
NOTES:
205
NOTES:
206
APPENDIX I
EXERCISES/TECHNICAL SUPPORT INFO
207
Job 1
1. Start a New Job called Job 1
Paste the 3 Defaults + Bid Summary
2. Create Labels for Takeoff:
Build Labels: Bid Package Column 2 Column 3 Column 4 Column 5

Base Bid <none> <none> <none> <none>
3. Takeoff the following Assemblies:
100 3 #12 1/2" EMT D/S STRAP

50 DUPLEX STD
4. Extend:
Change “Summary #1” to “Base Bid” if not already done.

Extend by “Edit Price 1 & Bid Labor by Cost Code”
Use the Edit Button (Right Side)
Note: (1) Always Check Labels (Set “Tools”, “Option” Check “Enable Labels on Open”)
(2) Check pricing, labor, etc. and if OK.
(3) Click the “Send to…” button on the upper right side.
(4) Check the Summary to send to (Base Bid, etc).
(5) Click “yes” when asked to save the file.
(6) Save as the name of the Extension Report (Base Bid, Alt. 1 – Add, etc).
(5) Close your Extension Report.
5. Bid Summary:
Base Bid
Labor Hours
Journeyman/Wireman 100%
Taxes
Materials 6.5%
Overhead – All 10%
Profit – All 10%
Mark-up Tax Yes
208
Job 2

2000 2 #12 1/2" EMT D/S STRAP

100 DUPLEX STD
50 3W STD
10 TEL, WALL 3/4” RISER
4. Extend:

5. Bid Summary: Base Bid
Labor Hours
Taxes
Materials 6.5%
Profit – All 10%
Mark-up Tax Yes
209
Job 3

Alt 1 - Add

Base Bid
3000 2 #12 1/2" EMT D/S STRAP
200 DUPLEX STD
150 SP STD
10 TEL, WALL 3/4“ RISER
Alt 1 - Add
2000 3 #12 1/2" EMT D/S STRAP
20 GFI STD
20 3W STD
10 POWER POLE
4. Extend:

Change “Summary #2” to “Alt 1 – Add”
5. Bid Summary:
Base Bid Alt 1 - Add
Labor Hours
Journeyman/Wireman 100% 100%
Taxes
Materials 6.5% 6.5%
Overhead – All 10% 10%
Profit – All 10% 10%
Mark-up Tax Yes Yes
210
Job 4

CO 1 - Add

Base Bid
3000 3 #12 1/2" EMT D/S STRAP
30 DUPLEX STD
12 SP STD
5 POWER POLE
CO 1 - Add
750 3 #12 1/2" EMT D/S STRAP
20 DUPLEX STD
2 GFI STD
5 SP STD
6 3W STD
4. Extend:

Change “Summary #2” to “CO 1 – Add”
Extend “Base Bid” by “Edit Price 1 & Bid Labor by Cost Code”
Extend “CO 1 – Add” by “Price 3 & NECA 3”
Use the Edit Button (Right Side) for both Summaries and follow the “Note” in Job 3.
5. Bid Summary:
Base Bid CO 1 - Add
Labor Hours
Foreman 100%
Taxes
Materials 6.5% 6.5%
Mark-up Tax Yes Yes
211
Build Assemblies
Diagram
Build Assemblies Part A
Notes:
212
Create a new job: Build Assemblies

Build Labels: Bid Package Areas Column 3 Column 4 Column 5

Base Bid Offices <none> <none> <none>
Alt. 1 - Add Conf/Emerg
Alt. 2 - Add Service
CO 1 - Add Panel/Feeders
CO 2 - Add
Modify the “FIXTURE A” Job Assembly to have the following ByProducts:

1 – “FIXTURE A” Job Item
1 – “2X4 TROFFER 3 LAMP” assembly
Build a “FIXTURE 1-A” Job Assembly at line 100080 using 1 – “FIXTURE A” Job Assembly:
Modify the quantities of the following ByProducts as shown: 1 – “4/S BOX 1-1/2" DEEP”,
1 – “4/S BLANK COVER”, and 1 – “MISC. BOX HANGER”.
Build a “FIXTURE 2-A” Job Assembly at line 100081 using 2 –“FIXTURE A” Job Assemblies:
Build a “FIXTURE 3-A” Job Assembly at line 100082 using 3 – “FIXTURE A” Job Assemblies:
Build a “FIXTURE 4-A” Job Assembly at line 100083 using 4 –“FIXTURE A” Job Assemblies:
Build an “OFFICE 3-A” Job Assembly at line 100084 using 1 – “FIXTURE 3-A” Job Assembly.
Replace the “4/S BOX 1-1/2” DEEP” with a “4/S BOX 2-1/8” DEEP”.
Build an “OFFICE 4A” Job Assembly at line 100085 using 1 – “FIXTURE 4-A” Job Assembly.
Replace the “4/S BOX 1-1/2" DEEP” with a “4/S BOX 2-1/8” DEEP”.
Add 1 – “SP SP STD” Switch Assembly to the “OFFICE 3A” and “OFFICE 4A” Job Assemblies
Add 15 – “5 #12 1/2" EMT D/S STRAP” Branch Assemblies to “OFFICE 3A” and “OFFICE 4A” Job Assemblies
Add 4 – “DUPLEX STD” Receptacle Assemblies to “OFFICE 3A” and “OFFICE 4A” Job Assemblies
Add 65 – “3 #12 1/2" EMT D/S STRAP” Branch Assemblies to “OFFICE 3A” and “OFFICE 4A” Job Assemblies
Use Labels: Base Bid Offices <none> <none> <none>
Takeoff 6 – “OFFICE 3A” Job Assemblies by using the count button and moving off the Assembly.
Takeoff 10 – “OFFICE 4A” Job Assemblies by entering the count and moving off the Assembly.
Takeoff 5 – “OFFICE 4A” Job Assemblies by entering the count and clicking the enter key.
213
Build Assemblies Continued:
Modify the “FIXTURE B” Job Assembly to have the following ByProducts:

1 – “FIXTURE B” Job Item
1 – “REC CAN, SMALL INCAND” Fixture Assembly
Modify the Use the “Control/Insert” feature to re-name the “FIXTURE C” to a “FIXTURE EM” Job Assembly.
The “FIXTURE EM” Job Assembly shall have the following ByProducts:
1 – ”FIXTURE EM” Job Item
1 – “EMERGENCY LT, 2HD” Fixture Assembly
Modify the Use the “Control/Insert” feature to re-name the “FIXTURE D” to a “FIXTURE X” Job Assembly.
The “FIXTURE X” Job Assembly shall have the following ByProducts:
1 – “FIXTURE X” Job Item
1 – “EXIT LIGHT, LED NI-CAD” Fixture Assembly
Build a “CONFERENCE ROOM” Job Assembly at line 100086 using 8 - “FIXTURE B” Job Assemblies.
The ByProducts should have 8 - “FIXTURE B” Job Assembly ByProducts plus –
Add 48 – “3 #12 1/2" EMT D/S STRAP” Branch Assemblies to the “CONFERENCE ROOM” Job Assembly.
Add 1 “1000W 1P DIMMER” Switch Assembly to the “CONFERENCE ROOM” Job Assembly.
Add 4 – “DUPLEX STD” Receptacle Assemblies to the “CONFERENCE ROOM” Job Assembly.
Add 1 – “GFI STD” Receptacle Assembly to the “CONFERENCE ROOM” Job Assembly.
Build an “EMERGENCY” Job Assembly at line 100087 using 1 - “FIXTURE EM” Job Assembly.
The ByProducts should have 1 - “FIXTURE EM” Job Assembly ByProducts plus –
Add 20 – “3 #12 1/2" EMT D/S STRAP” Branch Assemblies to the “EMERGENCY” Job Assembly.
Build an “EXIT” Job Assembly at line 100088 using 1 - “FIXTURE X” Job Assembly.
The ByProducts should have 1 – “FIXTURE X” Job Assembly ByProducts plus –
Add 50 – “3 #12 1/2" EMT D/S STRAP” Branch Assemblies to the “EXIT” Job Assembly.
Use Labels: Base Bid Conf/Emerg <none> <none> <none>
Takeoff 2 – “CONFERENCE ROOM” Job Assemblies by entering the count and clicking the enter key.
Takeoff 6 – “EMERGENCY” Job Assemblies by entering the count and clicking the enter key.
Takeoff 4 – “EXIT” Job Assemblies by entering the count and clicking the enter key.
214
Use the “Control/Insert” feature to re-name the panels and their ByProducts as follows. (See the “Build Panels” Workspace button on
page “Fix/Dev/House” or the “Equipment” page.)
Modify the 100101 “PANEL 1” Assembly and it’s ByProduct to “PANEL MDP”.
Modify the 100102 “PANEL 2” Assembly and it’s ByProduct to “PANEL LP-1”.
Modify the 100105 “PANEL 5” Assembly and it’s ByProduct to “PANEL PP-1”.
Use the “Control/Insert” feature to re-name the feeders and their ByProducts as follows. (See the “Build Feeders” Workspace button
on page “Fix/Dev/House” or any of the “Feeder” pages.)
Modify the 100201 “FEEDER 1” Assembly and it’s ByProduct to “FEEDER MDP-2000A”.
Modify the 100202 “FEEDER 2” Assembly and it’s ByProduct to “FEEDER LP1-225A”.
Modify the 100205 “FEEDER 5” Assembly and it’s ByProduct to “FEEDER PP1-400A”.
Modify the Main Distribution Panel and Metering Job Assembly “PANEL MDP” at Line 100101 using the “PANEL MDP”
ByProduct and a “2000 AMP MDP (SERVICE)” Assembly
Modify the quantities of the following ByProducts in the “PANEL MDP” Job Assembly as shown:
12 – “600A CIRCUIT TERM” ByProducts

Modify the Feeder Job Assembly “FEEDER MDP 2000A” at Line 100201 using the “FEEDER MDP 2000A” ByProduct and
adding the ByProducts from the following Assemblies
Add 750 – “3 EMT D/S STRAP” Feeder Conduit Assemblies to the “FEEDER MDP 2000A” Job Assembly.
Add 828 – “250 THHN CU STRANDED” wire Assemblies to the “FEEDER MDP 2000A” Job Assembly.
Add 3,312 – “400 THHN CU STRANDED” wire Assemblies to the “FEEDER MDP 2000A” Job Assembly.
Add 12 – “3 EMT CONN D/S” Feeder Parts Assemblies to the “FEEDER MDP 2000A” Job Assembly.
Add 18 – “3 EMT 90 D/S STRAP” Feeder Parts Assemblies to the “FEEDER MDP 2000A” Job Assembly.
Use Labels: Base Bid Service <none> <none> <none>
Takeoff 1 – “PANEL MDP” Job Assembly by entering the count and clicking the enter key.
Takeoff 1 – “FEEDER MDP 2000A” Job Assembly by entering the count and clicking the enter key.
215
Modify the Job Assembly “PANEL LP-1” at Line 100102 using the existing “PANEL LP-1” ByProduct and a
“200/42 120/208V PNL 3PH MCB” Panel Assembly with ByProducts added as follows:
30 – “20A WIRE TERMINATION” Items
Modify the Job Assembly “PANEL PP-1” at Line 100105 using the existing “PANEL PP-1” ByProduct and a
“400/36 480V PNL 3PH MLO” Panel Assembly with ByProducts added as follows:
4 – “60A 4 WIRE TERMINATION” Assemblies

2 – “100A 4 WIRE CIRCUIT TERM” Assemblies

4 – “100A 4 WIRE CIRCUIT TERM“ Assemblies

Modify the Feeder Job Assembly “FEEDER LP1-225A” at Line 100202 using the “FEEDER LP1-225A” ByProduct and the
ByProducts from the following Assembly.
Add 1 – “4#4/0 &1#4 2 1/2 EMT D/S STRAP CONST” Feeder Assembly with Constants to the
“FEEDER LP1-225A” Job Assembly.
Add 1 – “4#500 & 1#3 3" EMT D/S STRAP CONST” Feeder Assembly with Constants to the
216
Add 2 – “4#350 &1#3 2 1/2 EMT D/S STRAP CONST” Feeder Assemblies with 2 Constants to the
Replace 2 – “3 THHN CU STRANDED” Wire Items in the “FEEDER LP3-600A” Job Assembly
With 2 – “1 THHN CU STRANDED” Wire Items with 30 Constants in the “FEEDER LP3-600A” Job Assembly.
Modify the Feeder Job Assembly “FEEDER PP1-400A” at Line 100205 using the “FEEDER PP1-400A” ByProduct and the
Add 1 – “FEEDER LP2-400A” Job Assembly to the “FEEDER PP1-400A” Job Assembly and remove the
“FEEDER LP2-400A” ByProduct.
Use Labels: Base Bid Panels/Feeders <none> <none> <none>
Takeoff 1 - “PANEL LP1” Job Assembly by entering the count and clicking the enter key.
Takeoff 1 - “PANEL PP1” Job Assembly by entering the count and clicking the enter key.
217
Takeoff 125 – “FEEDER LP1-225A” Job Assemblies by entering the count and clicking the enter key.
Takeoff 135 – “FEEDER LP2-400A” Job Assemblies by entering the count and clicking the enter key.
Takeoff 95 – “FEEDER LP3-600A” Job Assemblies by entering the count and hitting the enter key.
Takeoff 65 – “FEEDER PP1-400A” Job Assemblies by entering the count and hitting the enter key.
For Future Reference only:

Extension Summaries: Bid Package Areas Column 3 Column 4 Column 5
Base Bid Base Bid (All) <none> <none> <none>
Offices Base Bid Offices <none> <none> <none>
Conf/Emerg Base Bid Conf/Emerg <none> <none> <none>
Service Base Bid Service <none> <none> <none>
Panels/Feeders Base Bid Panels/Feeders <none> <none> <none>
Extend by: “Edit Price 1 & Bid Labor by Cost Code”
Use the “Edit” Button (Right Side) to extend all the Reports.
Tax: Material 6.5%

Quotes 6.5%
Labor: Foreman 10%

Journeyman 70%
5th Apprentice 20%
Foreman 10%
Overhead: 15%
Profit: 25%
Quotes: Offices Fixtures $ 5,000.00

Conf/Emerg Fixtures $ 2,000.00
All $ 7,000.00
Service Switchgear $ 10,000.00

Panels/Feeders Switchgear $ 5,000.00
All $ 15,000.00
SubCont: Saw Cut Unit: $2.50 Mult: 200

Trenching Unit: $25.00 Mult: 100
DJE: Permit/Fees Unit: $350.00 Mult: 1
218
McCormick Suite
1. Start a New Job called McCormick Suite and Paste the Defaults including Bid Summary.
2. Add Labels (Bold): Bid Package Column 2 Column 3 Column 4 Sheets
Base Bid <none> <none> <none> E-1- Power
E-2 – Lighting
E-3 – Voice/Data/Fire
3. Takeoff Specifications: Wiring THHN Stranded in EMT with D/C fittings and straps. Standard grade devices. Run the
feeder in EMT overhead. PANEL A is a “400/42 480V PNL 3PH MCB” and PANEL B is a “200/42 120/208V PNL
3PH MCB”); DO NOT include branch terminations in the panel boards or “read” anything extra into the prints such as
grounds, etc. Do your takeoff as “squared off”. Use a “50A 5’ 60C OUTDOOR EQUIPMENT CONNECTION” for the
Heat Pump and a “100A 5' 75C INDOOR EQUIP CONN & 200A 5’ 75C INDOOR EQUIPMENT CONNECTION” for
the transformers. Fixtures will be (A) 2X4 TROFFER 3 LAMP, (A1) 2X4 TROFFER 3 LAMP, (B) RECESSED CAN,
SMALL INCAND, (C) REC CAN WALL WASHER, SML, and (X) EXIT LIGHT, LED NI-CAD. The dimmers are
2000W 1P DIMMER assembly. FACP is a 4 Zone Panel.
4. Extend: Edit Price 1 & Bid Labor by Cost Code. Use the “Edit” button (Right Side) to extend the Summaries.
5. Bid Summary: E-1 – Power E-2 - Lighting E-3 – Voice/Data/Fire

Labor Hours
Foreman 10% 10% 10%
Journeyman/Wireman 70% 70% 70%
5TH period Apprentice 20% 20% 20%
Supplier Quotes
Switchgear $1,775 --- ---
Fixtures --- $4,010 ---
Fire Alarm --- --- $1,200
Data Equipment --- --- $3,500
Voice Equipment --- --- $1,800
Subcontractors
Core Drill $200 --- ---
Direct Job Expense
Telephone $40 $40 $40
Permits $125 $125 $125
Taxes
Materials 6.5% 6.5% 6.5%
Quotes 6.5% 6.5% 6.5%
Overhead
Material 8% 8% 8%
Labor 14% 14% 14%
Supplier Quotes 9% 9% 9%
DJE 5% 5% 5%
Profit
Material 5% 5% 5%
Labor 7% 7% 7%
Supplier Quotes 4% 4% 4%
DJE 8% 8% 8%
Job Length 2mo 2mo 2mo
Mark-up Tax Yes Yes Yes
Square Footage 6500 --- ---
219
McCormick Suites
Addendum # 1
Add WP GFI receptacles adjacent to the roof top units as shown.
220
Specifications for the Change Orders for McCormick Suites:

Note: Use your labels and as many assemblies as possible.
Job Name: Existing Job “McCormick Suites”
Elevations: Ceilings 8’ 0” Floor to bottom of joists 12’ 0”
Add Labels: Bid Package Column 2 Column 3 Column 4 Sheets

(Boldface) Base Bid <none> <none> <none> E-1 Power
CO 1 - Add E-2 Lighting
CO 2 - Add E-3 Voice/Data/Fire
CO 3 – Add CO
CO 4 - Add
CO 5 - Add
CO 6 - Add
Change Order 1
Use Labels: Bid Package Column 2 Column 3 Column 4 Sheets
CO 1 - Add <none> <none> <none> CO
Add four type “C” (REC CAN WALL WASHER, SML) fixtures and a 600 Watt dimmer in place of the two 2x4
recessed lay-in (Type A) fixtures and the SP switch.
221
McCormick Suites CO 2: Add conference room

Change Order #2 is an additional conference room on the west side between the equipment room and the existing space
3 – “FIXTURE A” Job Assemblies

6 – “FIXTURE B” Job Assemblies
2 – “FIXTURE C” Job Assemblies
1 – “SP STD” Switch Assembly
6 – “TEL, WALL/3/4’ RISER” Telephone riser Assemblies
4 – “DOUBLE DUPLEX STD” Receptacle Assemblies
2 – “1000W 1P DIMMER” Dimmer Assemblies
135 – “3 #12 1/2" EMT D/S STRAP” Branch Assemblies
McCormick Suites CO 3: Add 4 power poles.

Change Order #3 is four additional power poles in the existing training area.
4 – “POWER POLE” Power Pole Assemblies

McCormick Suites CO 4: Add a 75 KW Generator.

Change Order #4 is a 75 KW Generator with transfer switch and circuitry.
1 – “75 KW GENERATOR” Assembly

8 – “150A CIRCUIT TERM” Item
6 – “1/2" LAG EXP. SHIELD” Item
6 – “1/2” X 3” LAG BOLT” Item
1 – “200A AUTO XFER SWITCH” Item
4 – “3/8” LAG EXP. SHIELD” Item
1 – “200A 600V 3PH 1 F SW” Item
4 – “200A CIRCUIT TERM” Item
4 – “1/4” LAG EXP. SHIELD” Item
3 – “125A FUSETRON FRS FUSE” Item
125 – “4#2/0 & 1#6 2" EMT D/S CONC CONST” Feeder Conduit Assemblies
20 – “4#2/0 & 1#6 2" EMT D/S CONC CONST” Feeder Conduit Assemblies
222
McCormick Suites CO 5: Add exterior lighting.

Change Order #5 is additional exterior lighting.
1 – “208/277V PHOTOCONTROL 1/2”” Item

1 – “208/277V 24HR SPST 40A TIME” Item
10 – “ FIXTURE D” Job Assemblies with a “FIXTURE D” Job Item and a “WALL PACK 250W” HPS” Assembly as
ByProducts
McCormick Suites CO 6: Add 500 square feet of TI.

500 – “TI POWER, NORMAL” Tenant Infill (Improvement) Assemblies

500 – “TI LIGHTING, NORMAL” Tenant Infill (Improvement) Assemblies
223
Extension Data:
Report: Use “Price 3 and NECA 3”
Extension Summaries: Bid Package Column 2 Column 3 Column 4 Sheets

CO 1 - Add CO 1 - Add <none> <none> <none> CO
Display Labels: All
Report Type: Standard
Use the “Edit” Button (Right Side) for all the Reports
Bid Summary Data:
Distribute Labor Hours: Foreman 50%

J/Mn Wir 50%
Tax: Material is taxed 6.5%

Supplier Quotes are taxed 6.5%
Labor is not taxed
Do not mark up tax
Mark-ups: Materials Overhead 8% Profit 25%

Labor Overhead 14% Profit 25%
Supplier Quotes Overhead 9% Profit 25%
CO 1 Supplier Quotes: Fixture A $ 65.00

Fixture C $ 76.65
CO 2 Supplier Quotes: Fixtures $ 425.00
CO 3 Supplier Quotes: Misc. $ 300.00
CO 4 Supplier Quotes: Generator Package $ 35,000.00
CO 5 Supplier Quotes: Fixtures $ 2,500.00
CO 6 Supplier Quotes: Fixtures $ 150.00
224
Add new Job: Trade Commercial Offices

Job Name: Trade Commercial Offices
Date: Today’s date
Type of Job: Commercial
Build Labels: Bid Package Floors Systems Column 4 Column 5

Base Bid Floor 1 Outlet &Ltg. <none> <none>
Floor 2 Pnl. & Feed
Floor 3
Bldg. Serv.
Bldg. Ltg.
Fixture Schedule: (Create the following Fixture Job Assemblies using the ByProducts shown)
“FIXTURE A” – 1 “FIXTURE A” ByProduct and 1 “2X4 TROFFER 3 LAMP” Assembly.
“FIXTURE B” – 1 “FIXTURE B” ByProduct and 1 “REC CAN, SMALL INCAND” Assembly
“FIXTURE C” – 1 “FIXTURE C” ByProduct and 1 “REC CAN WALL WASHR,SML” Assembly
“FIXTURE D” – 1 “FIXTURE D” ByProduct and 1 “WALL PACK, 250W HPS “ Assembly
“FIXTURE E” – 1 “FIXTURE E” ByProduct and 1 “EMERGENCY LT, 2HD” Assembly
“FIXTURE F” – 1 “FIXTURE F” ByProduct and 1 “1X4 SURFACE 2 LAMP” Assembly.
“FIXTURE X” – Use the “Control/Insert” feature to re-name the “FIXTURE G” Assembly to a “FIXTURE X” Assembly
with 1 “FIXTURE X” ByProduct and 1 “EXIT LIGHT, LED NI-CAD” Assembly
Office types:
Build a “TYPE A OFFICE” (10’x12’) Job Assembly using the following:
3 – “FIXTURE A” Job Assemblies change the ByProducts to have 1 – 2 1/8” Deep box, 1 cover, and 1 box hanger
1 – “SP SP STD” Switch Assemblies
4 – “DUPLEX STD” receptacle Assemblies
1 – “TEL, WALL/3/4" RISER” Telephone Riser Assembly
225
Trade Commercial Offices - Office types Continued:
Build a “TYPE B OFFICE” (10’x16’) Job Assembly using the following:
4 – “FIXTURE A” Job Assemblies change the ByProducts to have 1 – 2 1/8” Deep box, 1 cover, and 1 box hanger
6 – “DUPLEX STD” Receptacle Assemblies
Build a “CONFERENCE ROOM” (12’x20’) Job Assembly using the following:
4 – “FIXTURE A” Job Assemblies change the ByProducts to have 2 – 2 1/8” Deep boxes, 2 covers, and 2 box hangers
6 – “FIXTURE B” Job assemblies
2 – “FIXTURE C” Job assemblies
1 – “600W 1P DIMMER” Assembly
1 – “1000W 1P DIMMER” Assembly
2 – “3W STD” Switch Assemblies
1 – “GFI STD” Receptacle Assembly
Build an “OPEN OFFICE AREA” (25’x60’) Job Assembly using the following:
2 – “FIXTURE E” Job assemblies
2 – “FIXTURE X” Job assemblies
10 – “POWER POLE” Power Pole Assemblies
Build a “REST ROOM” (6’x10’) Job Assembly using the following:
2 – “FIXTURE A” Job Assemblies change the ByProducts to have 1 - 2 1/8” Deep box, 1 cover, and 1 box hanger
1 – “SP SP STD” Switch Assembly
1 – “GFI STD” Receptacle Assembly
1 – Broan “673 6" BATH FAN” Assembly (Look in HVAC - Fan/Ventilating – Broan ventilating fans).
1 – “20A 5' 60C INDOOR EQUIP CONN” Equipment Connection Assembly
226
Trade Commercial Offices - Office types Continued:

Build a “HALLWAY” (5’x12’) Job Assembly using the following:
1 – “FIXTURE X” Job assemblies
Office Takeoffs: (Now that the Office assemblies are built you may take them off)
Use Labels: Base Bid Floor 1 Outlet &Ltg. <none> <none>
Floor #1 Includes:
Takeoff 9 – “TYPE A OFFICE” Job Assemblies

Takeoff 4 – “TYPE B OFFICE” Job Assemblies
Takeoff 2 – “CONFERENCE ROOM” Job Assemblies
Takeoff 2 – “OPEN OFFICE AREA” Job Assemblies
Takeoff 4 – “REST ROOM” Job Assemblies
Takeoff 2 – “HALLWAY” Job Assemblies
Floor #2 Includes:

Floor #3 Includes:

227
Trade Commercial Offices - Transformers & Panels for floors:

the page “Equipment” of Workspaces.)
Modify the 100101 “PANEL 1” Assembly and it’s ByProduct to “PANEL LP-1E”.
Modify the 100102 “PANEL 2” Assembly and it’s ByProduct to “PANEL LP-1W”.
Modify the 100107 “PANEL 7” Assembly and it’s ByProduct to “PANEL MDP”.
Modify the 100108 “PANEL 8” Assembly and it’s ByProduct to “PANEL HVAC”.
Modify the 100109 “PANEL 9” Assembly and it’s ByProduct to “PANEL BUILDING”.
Modify the Job Assembly “PANEL LP-1E” at Line 100101 using the existing “PANEL LP-1E” ByProduct and a
“225/36 120/208V PNL 3PH MCB” Panel Assembly with ByProducts as follows:
1 – “75 KVA TRANSF, 3PH FLOOR 600V” Transformer Assembly

4 – “3/8" LAG EXP. SHIELD” Anchor Items
4 – “3/8" X 3" LAG BOLT” Items
1 – “200A 5’ 75C INDOOR EQUIP CONN” Assembly
36 – ”3/0 THHN CU STRANDED” wire Assembly
9 – “6 THHN CU STRANDED” wire Assembly
Modify the Job Assembly “PANEL LP-1W” at Line 100102 using the existing “PANEL LP-1W” ByProduct and the
ByProducts from the Job Panel Assembly “PANEL LP-1E”. Delete the ByProduct “PANEL LP-1E” from this Assembly.
Modify the Job Assembly “PANEL LP-2E” at Line 100103 using the existing “PANEL LP-2E” ByProduct and the
228
Trade Commercial Offices - Transformer/Panel Takeoffs:

Use Labels: Base Bid Floor 1 Pnl. & Feed <none> <none>
Takeoff 1 – “PANEL LP-1E” Job Assembly

Takeoff 1 – “PANEL LP-1W” Job Assembly


Building Service:
Modify the Main Distribution Panel and Metering Job Assembly “PANEL MDP” at Line 100107 using the “PANEL MDP”
ByProduct and a “2000 AMP MDP (SERVICE)” Assembly.
Modify the quantities of the following ByProducts in the “PANEL MDP” Job Assembly as shown:
3 – “60A WIRE TERMINATION” ByProducts (1 * 3 phase, 3 wire)

24 – “100A CIRCUIT TERM” ByProducts (8 * 3 phase, 3 wire)
on page “Feeder, EMT, Constants, Strap/Conc” of Workspaces.)
Modify the 100201 “FEEDER 1” Assembly and it’s ByProduct to “FEEDER MDP-2000A”.
Modify the 100202 “FEEDER 2” Assembly and it’s ByProduct to “FLOOR 1 EAST FEEDER”.
Modify the 100203 “FEEDER 3” Assembly and it’s ByProduct to “FLOOR 1 WEST FEEDER”.
229
Trade Commercial Offices - Building Service – Continued:
Modify the Job Assembly “PANEL HVAC” at Line 100108 using the existing “PANEL HVAC” ByProduct and the ByProducts
from the following Items and Assemblies.
1 – “400/28 480V PNL 3PH MLO” Panel Board Assembly

20 – “4#500 & 1#3 3" EMT D/S STRAP CONST “ Feeder with Constants Assemblies
Modify the Job Assembly “PANEL BUILDING” at Line 100109 using the existing “PANEL BUILDING” ByProduct and the
ByProducts from the following Items and Assemblies.
1 – “45 KVA TRANSF, 3PH FLOOR 600V” Transformer Assembly

1 – “100/24 120/208V PNL 3PH MCB” Panel Board Assembly
1 – “1 1/4 GRC COUPLING” Feeder Parts Assembly
36 – “3 THHN CU STRANDED” wire Assemblies
20 – “1 EMT D/S STRAP” Branch Conduit Assemblies
1 – “1 GRC COUPLING” Assembly
Modify the Feeder Job Assembly “FEEDER MDP 2000A” at Line 100201 using the “FEEDER MDP 2000A” ByProduct and the
ByProducts from the following Items and Assemblies.
720 – “3 PVC 40” Assembly (Look under Feeder, PVC 40, PVC 40 & Parts, and feeder 3 pvc 40)
12 – “3 PVC F ADAPTER” Assemblies
12 – “3 GRNDG LN-BUSH” Assemblies (Look under 3” GRC)
12 – “3 GRC 90” Feeder Assemblies
60 – “3 GRC” Feeder Conduit Assemblies
120 – “24X36 TRENCH/BACKFILL” Assemblies
230
Trade Commercial Offices - Transformer Feeders:
Modify the Feeder Job Assembly “FLOOR 1 EAST FEEDER” at Line 100202 using the “FLOOR 1 EAST FEEDER” ByProduct
and the ByProducts from the following Assemblies.
1 – “4#3 & 1#8 1 1/4" EMT D/S CONC CONST” Feeder with Constants Assembly
Modify the Feeder Job Assembly “FLOOR 1 WEST FEEDER” at Line 100203 using the “FLOOR 1 WEST FEEDER” ByProduct
231
Trade Commercial Offices - Building Transformer/Feeder Takeoffs:

Use Labels: Base Bid Bldg. Serv. Pnl. & Feed <none> <none>
Takeoff 1 – “PANEL MDP” Panel Job Assembly
Takeoff 1 – “PANEL HVAC” Panel Job Assembly
Takeoff 1 – “PANEL BUILDING” Panel Job Assembly
Takeoff 1 – “FEEDER MDP 2000A” Feeder Job Assembly
Takeoff 20 – “FLOOR 1 EAST FEEDER” Feeder Job Assembly
Takeoff 150 – “FLOOR 1 WEST FEEDER” Feeder Job Assembly
Building Lighting:
Build a “BUILDING STAIRS” Job Assembly for the building stairwells using the following Items and Assemblies:
6 – “FIXTURE A” Job Assemblies change the ByProducts to have 6 boxes, 6 covers, and 6 box hangers
3 – “FIXTURE E” Job Assemblies
1 – “FIXTURE X” Job Assemblies
1 – “4W STD” Switch Assembly
Build an “EXTERIOR BUILDING LIGHTING” Job Assembly for the Exterior Building Lighting using the following Assemblies:
14 – “FIXTURE D” Job Assemblies

Build an “EQUIPMENT ROOM” Job Assembly for the Building Equipment Room using the following Assemblies:
6 – “FIXTURE F” Job Assemblies

232
Trade Commercial Offices - Building Lighting Takeoffs:

Use Labels: Base Bid Bldg. Ltg. Outlet & Ltg. <none> <none>
Takeoff 2 – “BUILDING STAIRS” Job Assemblies
Takeoff 1 – “EXTERIOR BUILDING LIGHTING” Job Assembly
Takeoff 1 – “EQUIPMENT ROOM” Job Assembly
Trade Commercial Offices - Extension Data:
Bid Summaries:
Zero Price & Labor – Use Labels > Base Bid All All <none> <none>
Report: Edit Price 1 and Bid Labor by Cost Code Report Type: Zero Price and Labor
Graph Data: <None> Schedule: <None> Display Labels: All Edit Button: Edit on the right side
Note: Use this report to look for zero prices and zero labor. Do not send to the Bid Summary.
Quotes – Use Labels > Base Bid All All <none> <none>
Note: Use this report for a quotes list. Report: Item Material List Report Type: Quote
Note: Do not send the Quotes to the Bid Summary.
Material List – Use Labels > Base Bid All All <none> <none>
Note: Use this report for a material list. Report: Item Pull Sheet Report Type: Standard
Note: Do not send the Material List to the Bid Summary.
Schedule – Use Labels > Base Bid All All <none> <none>
Report: Price 1and Bid Labor by Schedule Code Report Type: Standard
Graph Data: <None> Schedule: Base Bid Display Labels: All Edit Button: Edit on the right side
Note: This report sends the information to the Schedule using the Schedule Codes.
Base Bid – Use Labels > Base Bid All All <none> <none>
Report: Edit Price 1 and Bid Labor by Cost Code Report Type: Standard
Graph Data: Base Bid Schedule: <None> Display Labels: All Edit Button: Edit on the right side
Note: Save and send to the Bid Summary as Base Bid.
Floor 1 – Use Labels > Base Bid Floor 1 Outlet & Ltg. <none> <none>
Pnl. & Feed
Note: Save and send to the Bid Summary as Floor 1.
Pnl. & Feed
233
Trade Commercial Offices - Extension Data Continued:

Pnl. & Feed
Bldg. Service – Use Labels > Base Bid Bldg. Serv. Pnl. & Feed <none> <none>
Note: Save and send to the Bid Summary as Bldg. Service.
Bldg. Lighting – Use Labels > Base Bid Bldg. Ltg. Outlet & Ltg. <none> <none>
Note: Save and send to the Bid Summary as Bldg. Lighting.
Trade Commercial Offices - Bid Summary Data:
Distribute Labor Hours: Foreman 10% J/Mn Wir 70% Appr 5 20%
Tax:
Material is taxed at 6.5%
Supplier Quotes are taxed at 6.5%
Labor is not taxed
Do not mark up tax
Mark-ups: Overhead 15% Profit 25%
Supplier Quotes:
Floor 1 Switchgear $ 7,314.06 Floor 1 Fixtures $12,273.00

Building Service Switchgear $23,480.82
Building Ltg. Fixtures $ 5,022.00
======== ========
Base Bid Switchgear $45,423.00 Base Bid Fixtures $42,411.00
Bonding:
Tip: The “FROM” column automatically calculates the “FROM” amount based on the preceding “TO” amount, therefore typing in
the “FROM” column of the “Bond Table” is not needed
$0.00 to $100,000 @ $15.00/$1000.00 (1.5%)

$100,000.01 to $2,000,000 @ $10.00/$1000.00 (1.0%)
Check the Bonding box on the top sheet.
234
Trade Commercial Offices Alternates
Diagram
Trade Commercial Offices
Notes:
235
Alternates for Existing Job named “Trade Commercial Offices”.
Specifications:

Job Name: Use existing Job “Trade Commercial Offices”
Add Labels: Bid Package Floors Systems Column 4 Column 5

(Boldface) Base Bid Floor 1 Outlet &Ltg. <none> <none>
Alt. 1- Add Floor 2 Pnl. & Feed
Alt. 2 - Add Floor 3
Alt. 3 - Add Bldg. Serv.
Bldg. Ltg.
Alt. 1 Floor 1
Alt. 1 Floor 2
Alt. 1 Floor 3
Alt. 1 Bldg. Serv.
Alt. 1 Bldg. Ltg.
Alt. 2 Floor 4
Alt. 2 Floor 5
Alt. 2 Bldg. Serv.
Alt. 2 Bldg. Ltg.
Alt. 3 Floor 4
Alt. 3 Floor 5
Alt. 3 Bldg. Serv.
Alt. 3 Bldg. Ltg.
Use the Existing Assemblies whenever possible.
Alt. 1 - ADD: Add a second building.
Alt. 1 is a second building that is an exact duplicate of the first building.
Use Labels: Bid Package Floors Systems Column 4 Column 5

Alt. 1 - Add Alt. 1 Floor 1 Outlet &Ltg. <none> <none>
Alt. 1 Floor 2 Pnl. & Feed
Alt. 1 Floor 3
Alt. 1 Bldg. Serv.
Alt. 1 Bldg. Ltg.
Use Change Labelset to copy from the Base Bid building to the Alt. 1 building.
236
Alternates for Existing Job named “Trade Commercial Offices” Continued.
Alt. 2- ADD - Add an additional two floors to the original building.

Use Labels: Alt. 2 - Add Alt. 2 Floor 4 Outlet &Ltg. <none> <none>
Floor #4 Includes:

Use Labels: Alt. 2 - Add Alt. 2 Floor 5 Outlet &Ltg. <none> <none>
Floor #5 Includes:

Transformers & Panels for floors:

page “Fix/Dev/House” or the “Equipment” page.)
Modify the 100114 “PANEL 14” Assembly and it’s ByProduct to “ALT 2 PANEL MDP ADD 4-100A BREAKERS”.
Modify the 100115 “PANEL 15” Assembly and it’s ByProduct to “ALT 2 PANEL HVAC ADD 4-60A BREAKERS”.
ByProducts from the Job Panel Assembly “PANEL LP-1E”. Delete the ByProduct “PANEL LP-1E” from this Assembly
.
237
Trade Commercial Offices Alt. 2- ADD - Add an additional two floors to the original building:
Transformers & Panels for floors - Continued:
Transformer/Panel Takeoffs:
Use Labels: Alt. 2 - Add Alt. 2 Floor 4 Pnl. & Feed <none> <none>

Use Labels: Alt. 2 - Add Alt 2 Floor 5 Pnl. & Feed <none> <none>

Building Service:
Modify the Job Assembly “ALT 2 PANEL MDP ADD 4-100A BREAKERS” at Line 100114 using the existing
“ALT 2 PANEL MDP ADD 4-100A BREAKERS” ByProduct and with ByProducts added as follows:
4 – “100A 3 WIRE CIRCUIT TERM” Assemblies (3 phase, 3 wire)
Modify the Job Assembly “ALT 2 PANEL HVAC ADD 4-60A BREAKERS” at Line 100115 using the existing
“ALT 2 PANEL HVA ADD 4-60A BREAKERS” ByProduct and with ByProducts added as follows:
4 – “60A 3 WIRE TERMINATION” Assemblies (3 phase, 3 wire)
TRANSFORMER FEEDERS:
on page “Fix/Dev/House” or any of the “Feeder” pages.)
Modify the Feeder Job Assembly “FEEDER FLOOR 4 EAST” at Line 100208 using the “FEEDER FLOOR 4 EAST” ByProduct
1 – “4#3 & 1#8 1 1/4" EMT D/S CONC CONST” Feeder with Constants Assemblies
Modify the Feeder Job Assembly “FEEDER FLOOR 4 WEST” at Line 100209 using the “FEEDER FLOOR 4 WEST” ByProduct
Modify the Feeder Job Assembly “FEEDER FLOOR 5 EAST” at Line 100210 using the “FEEDER FLOOR 5 EAST” ByProduct
238
Trade Commercial Offices Alt. 2- ADD - Add an additional two floors to the original building:
Modify the Feeder Job Assembly “FEEDER FLOOR 5 WEST” at Line 100211 using the “FEEDER FLOOR 5 WEST” ByProduct
Building Service - Takeoff:

Use Labels: Alt. 2 - Add Alt. 2 Bldg. Serv. Pnl. & Feed <none> <none>
Takeoff 1 – ”MDP ALT.2 ADD BREAKERS” Job Assembly

Takeoff 1 – “HVAC ALT.2 ADD BREAKERS” Job Assembly
Takeoff 55 – “FLOOR 4 EAST FEEDER” Job Assembly
Takeoff 185 – “FLOOR 4 WEST FEEDER” Job Assembly
Takeoff 70 – “FLOOR 5 EAST FEEDER” Job Assembly
Takeoff 200 – “FLOOR 5 WEST FEEDER” Job Assembly
Building Lighting –
Build a “BLDG. LTG. FLOOR 4 & 5” Job Assemblies for the 4th and 5th floor stairwells:
4 – “FIXTURE A” Job Assemblies change the ByProducts to have 4 boxes, 4 covers, and 4 box hangers
2 – “FIXTURE E” Job Assemblies
1 – “FIXTURE X” Job Assemblies
Building Lighting - Takeoff:

Use Labels: Alt. 2 - Add Alt. 2 Bldg. Ltg. Outlet &Ltg. <none> <none>
Takeoff 2 – “BLDG. LTG. FLOOR 4 & 5” Job Assemblies
Alt. 3 - Add: Add an additional two floors to Alt. 1 building.
Use Labels: Column 1 Column 2 Column 3 Column 4 Column 5

Alt. 3 - Add Alt. 3 Floor 4 Outlet &Ltg. <none> <none>
Alt. 3 Floor 5 Outlet &Ltg.
Alt. 3 Bldg. Serv.
Alt. 3 Bldg. Ltg.
Alt. 3 is adding an additional two floors to the Alt. 1 building. Use the same specifications as in Alt. 2.
Use Change Labelset to Copy from the Alt. 2 to Alt. 3.
239
Alternates for Existing Job named “Trade Commercial Offices” - Extension Data:
Report: Use “Edit Price 1 and Bid Labor by Cost Code” Display Labels: All Report Type: Standard
Extend Button: Edit (Right Side)
Alt. 1 Bid Summaries:

Alt. 1 – Add - Total:
Use Labels > Alt. 1– Add Alt. 1 All Alt. 1 All <none> <none>
Alt. 1 – Add - Floor 1:

Use Labels > Alt. 1– Add Alt. 1 Floor 1 Outlet & Ltg. <none> <none>
Pnl. & Feed

Pnl. & Feed

Pnl. & Feed
Alt. 1 – Add - Bldg. Service:

Use Labels > Alt. 1– Add Alt. 1 Bldg. Serv. Pnl. & Feed <none> <none>
Alt. 1 – Add - Bldg. Lighting:

Use Labels > Alt. 1– Add Alt. 1 Bldg. Ltg. Outlet & Ltg. <none> <none>
Alt. 2 Bid Summaries

Alt. 2 – Add – Total:
Use Labels > Alt. 2 – Add Alt. 2 All Alt. 2 All <none> <none>

Use Labels > Alt. 2 – Add Alt. 2 Floor 4 Outlet & Ltg. <none> <none>
Pnl. & Feed

Pnl. & Feed

Use Labels > Alt. 2 – Add Alt. 2 Bldg. Serv. Pnl. & Feed <none> <none>

Use Labels > Alt. 2 – Add Alt. 2 Bldg. Ltg. Outlet & Ltg. <none> <none>
240
Alternates for Existing Job named “Trade Commercial Offices” - Extension Data:
Alt. 3 – Add - Bid Summaries:

Alt. 3 – Add – Total:
Use Labels > Alt. 3 – Add Alt. 3 All Alt. 3 All <none> <none>

Pnl. & Feed

Pnl. & Feed

Use Labels > Alt. 3 – Add Alt. 3 Bldg. Serv. Pnl. & Feed <none> <none>

Use Labels > Alt. 3 – Add Alt. 3 Bldg. Ltg. Outlet & Ltg. <none> <none>
Bid Summary Data:
Distribute Labor Hours: Foreman 10% J/Mn Wir 70% Appr 5 20%
Tax:
Material is taxed at 6.5%
Supplier Quotes are taxed at 6.5%
Labor is not taxed
Do not mark up tax
Mark-ups:
Overhead 15%
Profit 25%
Alt. 1 – Add - Supplier Quotes:

Building Service Switchgear $23,480.82
Building Ltg. Fixtures $ 5,022.00
======== ========
Alt 1 - Add Switchgear $45,423.00 Alt. 1 - Add Fixtures $42,411.00
241
Alternates for Existing Job named “Trade Commercial Offices” - Bid Summary:

Building Serv. Switchgear $ 575.00
Building Ltg. Fixtures $ 565.00
======== ========
Alt. 2 – Add Switchgear $15,203.12 Alt. 2 – Add Fixtures $25,681.00

Building Serv. Switchgear $ 575.00
Building Ltg. Fixtures $ 565.00
======== ========
Alt. 3 – Add Switchgear $15,203.12 Alt. 3 – Add Fixtures $25,681.00
Bonding:
Tip: The “FROM” column automatically calculates the “FROM” amount based on the preceding “TO” amount, therefore typing in
the “FROM” column of the “Bond Table” is not needed
$0.00 to $100,000 @ $15.00/$1000.00 (1.5%)

$100,000.01 to $2,000,000 @ $10.00/$1000.00 (1.0%)
Check the Bonding box on the top sheet for each Summary.
Notes:
242
Job 5

13 SP STD
42 DUPLEX STD
950 3 #12 1/2" EMT D/S STRAP
4. Extend:

Labor Hours
Taxes
Materials 6.5%
Profit – All 10%
Mark-up Tax Yes
243
Job 6

95 DUPLEX STD
46 3W STD
12 TEL, WALL 3/4” RISER
4000 3 #12 1/2" EMT D/S STRAP
4. Extend:

Labor Hours
Taxes
Materials 6.5%
Profit – All 10%
Mark-up Tax Yes
244
Job 7

Alt 1 – Add

Base Bid
220 DUPLEX STD
145 SP STD
5000 3 #12 1/2" EMT D/S STRAP
Alt 1 - Add
15 GFI STD
18 3W STD
12 POWER POLE
4500 3 #12 1/2" EMT D/S STRAP
4. Extend:

Change “Summary #2” to “Alt 1 – Add”.
Extend both Summaries by “Edit Price 1 & Bid Labor by Cost Code”.
Use the Edit Button (Right Side) for both Summaries.
5. Bid Summary:
Base Bid Alt 1 - Add
Labor Hours
Journeyman/Wireman 100% 100%
Taxes
Materials 6.5% 6.5%
Mark-up Tax Yes Yes
245
Job 8

CO 1 - Add

Base Bid
45 DUPLEX STD
15 SP STD
7 POWER POLE
3500 3 #12 1/2" EMT D/S STRAP
CO 1 - Add
18 DUPLEX STD
4 GFI STD
5 SP STD
4 3W STD
950 3 #12 1/2" EMT D/S STRAP
4. Extend:

Change “Summary #2” to “CO 1 – Add”
Extend “Base Bid” by “Edit Price 1 & Bid Labor by Cost Code”
Extend “CO 1 – Add” by “Price 3 & NECA 3”
Use the Edit Button (Right Side) for both Summaries and follow the “Note” in Job 7.
5. Bid Summary:
Base Bid CO 1 - Add
Labor Hours
Foreman 100%
Taxes
Materials 6.5% 6.5%
Mark-up Tax Yes Yes
246
Technical Support
If you have any questions or you would like more information please contact us at:
On the Web: www.mccormicksys.com

Email: msi@McCormickSys.com
Telephone: Toll Free: 1-800-444-4890

Voice: 1-480-831-8914
FAX: 1-480-820-2422 Sales/R&D
1-480-820-5243 Support
Postal Mail: McCormick Systems Inc.

149 W. Boston St.
Chandler, Arizona 85225
Our Hours are: Monday through Friday 6:00am to 5:00pm Arizona Time –
MST (Winter), PST (Summer)
McCormick Systems © WinProducts©
247

Standard Training Manual Electrical v11

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Standard Training Manual

TABLE OF CONTENTS Page

TABLE OF CONTENTS Page

TABLE OF CONTENTS Page

TABLE OF CONTENTS Page

TABLE OF CONTENTS Page

TABLE OF CONTENTS Page

TABLE OF CONTENTS Page

Active Users on Job

Inactive Users on Job

Paste from Job

Paste From Tab:

Paste From Job:

Paste from Job (Contd.)

Paste Labor Categories*

Paste Job-Specific Parts*

Paste Job Details

Paste Saved Extension Reports

Paste from Job (Contd.)

Paste Bid Summaries

Label Bar Entries

• Double right-click anywhere in the list with item names,

Items List (contd.)

• Double right-click anywhere in the list with assembly names,

Assembly List (contd.)

Assembly Review ByProducts

Assembly Review ByProducts (contd.)

Takeoff Menu List

Counting and Measuring

Two Line / Menu Bar

Power Probes (contd.)

Power Probes (contd.)

• Typical – There is a list of typical scales available via the pull-down

Advanced Audit Trail (contd.)

Advanced Audit Trail (contd.)

1. Selecting Items and/or Assemblies:

Advanced Audit Trail (contd.)

Audit Trail Notes

Transfer Down – “V”

Advanced Audit Trail (contd.)

Editing the Advanced Audit Trail

Advanced Audit Trail (contd.)

Extension Labels (contd.)

Extension Users (contd.)

Extension Reports (contd.)

Extension Reports (contd.)

On-Screen Edit Extension

On-Screen Edit Extension (contd.)

On-Screen Edit Extension (contd.)

On-Screen Edit Extension (contd.)

Open Previously Saved Extensions

In Line Editing of Data

On-Screen Edit Extension (contd.)

Sending Extension Data To Bid Summary

On-Screen Edit Extension (contd.)

Sending Extension Data To Graph/Schedule

STEP 5 – BID SUMMARY

Bid Summary Top Sheet (cont’d.)

Bid Summary Labor

Bid Summary Other Cost Tabs

Bid Summary Other Cost Tabs (contd.)

Bid Summary Other Costs (New)

Bid Summary Bond