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Introducing Candy

Estimating and Valuations

Rev.0.3
© 2003,2004 Construction Computer Software
All rights reserved.
Contents
Conventions used in this manual.....................................................................................................................1
1. Downloading from the Internet ..................................................................................................................3
2. Starting up .....................................................................................................................................................5
2.1 Starting CCS ...........................................................................................................................................5
2.2 Companies & Jobs ..................................................................................................................................5
2.3 System Registration ................................................................................................................................6
3. CCS User Interface .......................................................................................................................................7
3.1 The Title bar, Menu bar and System Toolbar.........................................................................................7
3.2 Function keys ..........................................................................................................................................7
3.3 Toolbars...................................................................................................................................................8
3.5 The Main Menu.......................................................................................................................................9
3.6 Customising the System........................................................................................................................10
3.7 Keystrokes, Icons and Mouse Functions ..............................................................................................12
4. Entering the Bill of Quantities ...................................................................................................................17
4.1 Masters ..................................................................................................................................................18
4.2 The OpCode ..........................................................................................................................................19
4.3 Trade Definitions ..................................................................................................................................20
5. Pricing the Bill Items ..................................................................................................................................23
5.1 Resource Type Definitions ...................................................................................................................23
6. Pricing using Worksheets...........................................................................................................................27
6.1 Complex Resources ..............................................................................................................................31
7. Worksheet Tools and Shortcuts.................................................................................................................37
7.1 Applied Factors .....................................................................................................................................37
7.2 Local Variables .....................................................................................................................................38
7.3 Comments .............................................................................................................................................38
8. Subcontract Adjudicator............................................................................................................................39
9. Trade Totals Display...................................................................................................................................45
9.1 Resource Analysis.................................................................................................................................46
10. Mark Up .....................................................................................................................................................49
10.1 Reporting.............................................................................................................................................52
11. Pricing Practical........................................................................................................................................53
12. Masters .......................................................................................................................................................55
12.1 Trade Definitions ................................................................................................................................56
12.2 Copy Bill Items from the Master ........................................................................................................56
12.2 Copy Bill Items from the Master ........................................................................................................57
12.3 Copying Worksheets from the Master ................................................................................................61
12.4 Auto-Pricing ........................................................................................................................................63
13. Post Tender Control..................................................................................................................................65
13.1 Selling Rate .........................................................................................................................................65
14. Value Engineering or Re-modelling ........................................................................................................67
15. Summarising Resources into Group and Class Codes ..........................................................................69
15.1 Class and Group Code Audit Reports.................................................................................................74
16. Controlling Labour and Plant using Task Codes ..................................................................................75
17. Valuations ..................................................................................................................................................85
18. Allowable and Cost Reconciliation..........................................................................................................89
19. Subcontract Liability ..............................................................................................................................101
20. Forecasting the Candy BOQ using SitePlan ........................................................................................105
Special Items ..................................................................................................................................................115
Course Evaluation .........................................................................................................................................121
Conventions used
in this manual
Certain conventions are used in this manual and these need some explanation.
For the greatest productivity of experienced users, the CCS system uses two user interface methods, which
are not common to other Windows applications: menus and function keys.

Menus
Menus are similar in concept to the Windows menus in that drilling deeper into the menu structure takes you
closer to your destination, but unlike Windows menus, pressing the Escape key takes you back to your last
menu, rather than the top of the menu tree.
Candy makes extensive use of hierarchical menus. The Main Menu is the highest-level menu and all
applications and functions can be reached from it. The menu structure is also available in a pop up Windows
menu format by clicking on the CCS logo at the left of the status bar.
In this manual a menu path will be shown like this:
Candy System Æ Estimating Menu Æ Bill of Quantities
indicating that from the Main Menu you should click or enter on the Candy System item, then the
Estimating Menu item in the following menu and Bill of Quantities in the next.

Function keys
Horizontally along the base of the CCS desktop are 12 buttons, which represent the function keys F1 to F12
at the top of the keyboard. The function key definitions change according to the task.
In this manual, when you are required to press a function key the typeface of the key will be shown like this:
Import Codes x Class Codes .

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

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

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

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

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

1
1.
Downloading from
the Internet
The latest version of the CCS System may be downloaded from the Internet. The files may be used for a
new CCS installation or to update an existing system. The files are small enough to be copied onto floppy
disks and installed onto any computer.

1. Create a folder on your hard disk named c:\ccsdownloads.


From the windows desktop click Start, Programs and Windows Explorer. On pull down menu select File,
New, Folder, type ccsdownloads and press enter.

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

3. Go to the Download Centre


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

4. Download the system and help files to the c:\ccsdownloads folder


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

3
Downloading from the Internet

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

5. Install or upgrade the CCS system


Only install CCS once all seven files have been successfully downloaded from the CCS homepage. Start the
installation by Clicking on the setup.exe file.
From the windows desktop click Start, run, type c:\ccsdownloads\setup.exe and click OK. Follow the
installation instructions.

4
2.
Starting up
2.1 Starting CCS
Start the System from the Windows Desktop
by double clicking on the CCS shortcut.
Complete the User Login with your User
Name, Initials and Company name.

2.2 Companies & Jobs


This is the top level of menu in the
System. You may create up to 24
companies on a given computer.
For example, if you are doing a
tender in joint venture with another
firm, you can create a brand new
company on the computer for that
bid.
To select a company, position the cursor on the required company and use Enter or double click with the
mouse.

Create a New Company


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

Edit the company name to read


“CCS Training Company.”

5
Starting up

Create a New Job


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

You may create up to 99 jobs within


a company. On the job selector,
overtype the empty job “New Job”
to create an entry for this training
course called “Waste Water Treatment Works”
Now click on the job or press enter to access the job.

2.3 System Registration


In order to use the CCS System the system
must be registered with CCS.
If your system has not been registered, the
System Registration dialogue will be
displayed with a broken key. If the system has
been registered the main menu will now be
displayed, please continue to the next page of
this course.
The registration process is completed
telephonically using a set of unlocking codes.

CCS will allow prospective clients a free trial period to assess the software.
Please contact the nearest CCS office:
South Africa: +27 (11) 455-1342
United Kingdom: +44 (1202) 58-2653
Portugal: +351 (91) 724-1305
Australia: +61 (7) 5545-1857
Dubai: 800 027 0101 (local time 10h00 – 19h00)
Singapore 800 2700 007 (local time 14h00 – 23h00)
Once the CCS System has been registered, the main menu will be displayed.

6
3.
CCS User Interface
3.1 The Title bar, Menu bar and System Toolbar
At the top of the CCS
Desktop, the blue Title Bar
tells you in which
Company and Job you are
currently working.

Beneath that, the menu bar


consists of a series of pull
down menus, which display
further options and menus. If an option has the symbol to the right of the menu text, this indicates that
there is a further sub menu.
Below this is the system toolbar, which consists of system-wide tool icons. These tools apply to all
applications in the system.
If the title bar is not visible, the Title Bar, Menu Bar and System Toolbar can be displayed by moving the
mouse pointer to the top of the screen (see Customise System).

3.2 Function keys

Horizontally along the base of the screen are 12 buttons, which represent the function keys on the keyboard
(F1-F12).
In this manual, when you are required to press a function key the typeface of the key will be shown like this
The function keys are the principle user interface with the various documents and selectors that are used in
the system, and they are always displayed on the CCS desktop. The appearance of the keys may be
customised in System Settings dialog. The functions can be clicked with the mouse on the screen button or
by pressing the relevant function key on the keyboard. Function keys will change according to the
application being carried out in CCS.
Use the “Back” button or the Escape key to go to a previous menu and to display the Company & Job
Manager.

7
Desktop Layout and Fundamentals

Function key Help


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

3.3 Toolbars
Below the function keys are the application toolbars.

System toolbar (fixed)


This toolbar is always displayed in the first
panel of the status bar and is user defined.
It should contain the most commonly used
icons that apply to all applications in the
system.
Right-click in this area to customise.

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

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

8
Desktop Layout and Fundamentals

3.5 The Main Menu


The Main Menu lists the major components of CCS and is
the starting point for navigating the CCS System.
The CCS menu structure is also available in a pop up
Windows menu format by clicking on the CCS logo at the
left of the status bar.
Every menu option in the system is available through either
the centre screen menus or the pop up menus activated by
clicking on the CCS logo.
In this manual a menu path will be shown like this:
Candy System Æ Estimating Menu Æ Bill of Quantities
indicating that from the Main Menu you should click or enter
on the Candy System item, then the Estimating menu item in
the following menu and Bill of Quantities in the next.

Candy System Deals with the Bill of Quantities, Estimating, Valuations, Subcontractors etc
SitePlan The planning system, which is a very powerful, yet easy to use, critical path
networking tool.

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

Materials Received Database for recording deliveries of materials to site.

Drawing Register Database for recording and controlling drawings.

5th Base The CCS spreadsheet modules, which contain spreadsheet, word processing
and some database features.
Utilities Menu Contains various utilities to do with the system in general

9
Desktop Layout and Fundamentals

3.6 Customising the System


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

Tools Tab
For this course please ensure the
Company & Job Titlebar and the
Arrowbar Attached options have
been selected.
Header options – changes the display
of the title bar, menu bar and the
system button toolbar. The system
toolbar may be customised by using
Customise Toolbar.

Function key options - to display the


function keys with a rounded effect
and a shadow effect to the function
key text.
Other options - to include an arrow
bar on all documents and to enable
automatic text insertion.

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

10
Desktop Layout and Fundamentals

Colours Tab
Colours are selected for different
cursors, input fields and types of
documents for identification and
recognition.
There are three types of documents:
Active, Inactive and Alternate. Each
may have its own text colour and
background colour set by using the
Text or Background buttons.

It is suggested that all three types of


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

Directories Tab
This sheet holds various folder paths
used by CCS. The paths may be
entered manually or located by using
the Browse button.
Common backups – the path to the
folder used for Common backups
and Multi-User data.
Network archives – the network path
to the folder used for each user's
Archive backup.
Candy network master – the Candy
Master Jobs folder path.
Microsoft Excel – the path pointing to
Excel for exporting CCS data directly
to Excel.

11
Desktop Layout and Fundamentals

Sounds, Macro Keys and


Schemes
The other tab sheets on the System
Settings dialog are:
Sounds – for setting system sounds,
e.g. to indicate the successful
completion of a task.
Macro Keys – for teaching the system
a sequence of keystrokes for
performing repetitive tasks.
Schemes – for loading and saving
your own system colour schemes.

3.7 Keystrokes, Icons and Mouse Functions

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

12
Desktop Layout and Fundamentals

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

13
Desktop Layout and Fundamentals

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

Mouse action Function


Left-click On an Active Document - moves the cursor line to and positions the editing cursor
at the mouse pointer. On an Inactive Document - Turns the document Active and
acts as above.
Right-click On an Active Document calls up the context menu.
Double Click Fetch another document, i.e.: Double Click on a Nett Rate calls up the Worksheet.
Ctrl+Left-click Select a line of data for Dragging and Dropping.
Shift+Left-click Marks the Start and End of a Range of records for Dragging and Dropping.
Alt+Left-click Set an Alternate document.

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

Icon Keystroke Function


Esc(ape) Returns to the previous menu or document.
Scroll Lock Moves the document currently on top of the pile behind all other documents.
(Ctrl+Tab)
Pause Activates or deactivates the document currently on top of the pile of
documents.
Ins Insert a Space at the cursor position
Del Delete the Character above the cursor
Tab Move the cursor from Field to Field. Shift+Tab jumps backwards.
Home Cursor goes to Left Edge of current field.
End Cursor goes to Right Edge of current field.
Page Up Cursor to Top line of the Screen, or if already at the top of the screen, scrolls
a full screen up.
Page Down Cursor to Bottom line of the Screen, or if already at the bottom of the screen,
scrolls a full screen down.
Arrow Left Move cursor one character to the left.
Arrow Right Move cursor one character to the right.
Arrow Up Move cursor Up one line.
Arrow Down Move cursor Down one line.
Enter Normally moves the cursor to the first field of the next line. If the direction
for Enter has been set, then the cursor is moved accordingly - see the note
below on Ctrl+E.

14
Desktop Layout and Fundamentals

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

Icon Combo Keystroke Function


Ctrl+Del(ete) Delete the current Line
Ctrl+Insert Insert a Line above the current line
Ctrl+Page Up Position the cursor on the very top line of a document
Ctrl+Page Down Position the cursor on the very bottom line of a document
Ctrl+Enter Split the line at the cursor position
Ctrl+Backspace Bring text up from the line below and place it at the cursor position -
i.e. un-split
Ctrl+Left-arrow Bubble Up - move the current line up
Ctrl+Right-arrow Bubble Down - move the current line down
Shift+Ctrl+Left-arrow Swap the Word above the cursor with the word on the Left
Shift+Ctrl+Right-arrow Swap the Word above the cursor with the word on the Right
Ctrl+Up-arrow Close into a Family, if there is one
Ctrl+Down-arrow Open a Family one level
Shift+Ctrl+Down-arrow Open All levels in the family
Ctrl+Space Bar Open All Families completely
Shift+Ctrl+Space Bar Close All Families completely
Ctrl+R Pick Up the current Line
Shift+Ctrl+R (Ctrl+D) Drop (insert) Lines picked up using Ctrl+R at the current line
Ctrl+U Turn current line to UPPERCASE letters
Ctrl+L Turn current line to lowercase letters
Ctrl+P Turn current word to Propercase
Ctrl+T Centre text in the field
Ctrl+K Copy the Field above
Shift+Ctrl+K Copy the Word above and position cursor for the next word
Ctrl+M Call up the Candy Master Job Selector
Ctrl+J Copy the Field above and Jump Down to the line below.
Ctrl+End Clear the line from the cursor position to the end of the current field.
Ctrl+E Used to set the Cursor Direction when enter is pressed.
Alt+Del Close the Top Document.
Shift+Alt+Del Close All Documents.
Ctrl+Z Usually reinstates the current line. If a mistake is made on a line,
Ctrl+Z will re-display the line as it was before the mistake was made.
As soon as the cursor is moved off the line, the line is stored and
cannot be reinstated.

15
4.
Entering the
Bill of Quantities
In this section we will enter the following two bill pages into the Candy System

Page One

Page Two

17
Entering the Bill of Quantities

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

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

Select Bill of Quantities and from the BoQ document


Layouts select the first view
00 Bill of Quantities

18
Entering the Bill of Quantities

4.2 The OpCode

Note the OpCode Column.


The first basic rule in the Candy system is that every bill item must have an OpCode (Operation Code). The
OpCode contains key information including the description and any pricing information.
The second basic rule is that every OpCode must begin with a predefined alphabetic trade code. The balance
of the code, used against the bill item, may be any alphanumeric combination to create a code no more than
a maximum of eight digits in total.
The exception to the basic rule is bill headings which start with an Asterisk (*) followed by any
alphanumeric combination and a Macro OpCode, which starts with a number between 9 and 1.

19
Entering the Bill of Quantities

4.3 Trade Definitions

Candy codes are defined on the definitions menu, which can be


accessed by clicking the “balls” on the Candy toolbar.

Select Trade Definitions and enter these trades.


Up to 52 alphabetic trades may be defined.

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

20
Entering the Bill of Quantities

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

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

Press Next page for page 2.

21
Entering the Bill of Quantities

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

Multi-page displays the page number on the left column with no page breaks.
Single page displays the bill in single page layout.

Next page is only displayed in single page layout.

The “Back arrow” will move back through the menus to the Main Menu, Job and Company selectors. Once
you have tried these function keys, return to the bill page by selecting Candy System Æ Estimating Menu
Æ Bill of Quantities
then 00 Bill of Quantities and go to page 2 using Next page .

22
5.
Pricing the Bill Items
In this section, the bill is priced by simply plugging a nett rate for each item, splitting this rate into resource
types such as Labour, Plant and Material and then finally building up rates using resources. Sub-contract
pricing is also covered. Before creating resources or a split rate, the resource types must be defined.

5.1 Resource Type Definitions


Candy codes are defined on the definitions menu, which can be accessed by clicking
the definitions “balls” icon.
Select Resource Type Definitions and enter the following resource types. A maximum
of nine Resource Types can be defined.
Now the view of the bill may be altered so the user can view the resource type split rate
columns for each bill item. Select
Candy System Æ Estimating Menu Æ Bill of Quantities
The various Bill layouts are displayed. With the cursor on the
first layout
00 Bill of Quantities
press Alter Layout

The available columns


are displayed on the
left and the selected
columns are displayed
on the right. Use the
vertical scroll bar on
the left to scroll down.
Place the cursor on the
Nett Split Rates
column and use the
to move the column
from the left to the
right, this is the same
as un-hiding the
column.
Scroll down and select
the Attribute column
using the . The
columns can be re-ordered with the and arrows.

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

23
Pricing the Bill Items

Now select the layout


00 Bill of Quantities

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

Price Item A by entering 10.00 in the nett rate column and then press enter.
Note that a P is displayed in the Attributes or Mode column indicating that the rate has been plugged in the
nett rate column.

24
Pricing the Bill Items

Price Item B by entering 2.00 in the Labour split rate column and 8.00 in the Plant split rate column and
press enter or move off the line.
Note that the Nett rate is the addition of the Split rates. Pricing using Plug and Split rates only generates
financial information for the job, if the price of the excavator increases the user will have to calculate the
new rates manually and enter the adjustment for each bill item.

25
6.
Pricing using
Worksheets
The following items will be priced from first principles using resources.
To create a resource click on the
“dumper” icon to display the resource list.
Enter a new resource as shown here. We
will now price the bill item 1/C using a
worksheet.
Click on the “Bill” icon to return to the bill
page.
Now with the cursor on Item C, press Worksheet

To introduce the resource


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

Note the resource is 5.25 /


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

27
Pricing the Bill Items

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

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

Click on the “dumper” icon to display the


resource list and enter a Gang Boss as
displayed here.

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

Press the Worksheet function key.

28
Pricing the Bill Items

Click the “Dumper” toolbar icon to display the resource list and place the bill page, worksheet and resource
list in the positions displayed above using the buttons at the top right of each document .
Once you have placed a document in the required position, right-click with the mouse, select position
document and anchor document. This will ensure the document will always appear in the same position and
size.
Alternatively, set the position of the documents using the “anchor” icon on the system toolbar (un-hide it by
right clicking on the toolbar).
Click on the resource 200 Unskilled lab all in, hold the left mouse button down and drag the
resource from the resource list and drop it on the worksheet.
Now drag the 210 Gang Boss from the resource list onto the
worksheet. The system will provide a warning that you have
exited the worksheet without storing. Select Switch off
message for this session and then Continue.

Even though the warning has been de-activated, you must


remember to store the worksheets in Candy or the worksheets
will be lost. This is the only place in CCS that the user must
store.
Now enter the productions as displayed below.

29
Pricing the Bill Items

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

30
Pricing the Bill Items

6.1 Complex Resources


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

Complex (Level 7) Delivered


concrete
Resource

Complex (Level 8) Batched Dumper inc


concrete fuel+driver
Resources

Complex (Level 9 Concrete Batch plant


materials
Resources

Simple Sand Stone Cement Batch Hire Labour


Resources
M M M P L

A complex resource is created by


assigning a level number between
1 and 9 in the Type column in the
resource list.
Enter the resource list by clicking
on the “dumper” icon and enter the
resource as displayed here.
Now with the cursor on the 220 Hand Exc Team (1G+2L) press the Worksheet function key.
Drag and drop the resources from the resource list onto the complex resource worksheet, enter the hours per
day and production.

31
Pricing the Bill Items

Remember to use the Store w/s function key or the worksheet will be lost.
The final rate of 54.00 is
displayed.

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

Place the cursor on item E /OpCode E!0006 and press the Worksheet function key.
Drag and drop the Hand Excavation team from the resource list onto the worksheet. Note the Hand
Excavation team’s rate is per m3, the same as the bill item, so there is no need to input the hours per day or
production of the team as this step was completed on the complex resource’s worksheet.

32
Pricing the Bill Items

Remember to store the worksheet using Store w/s .


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

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

33
Pricing the Bill Items

Click on the “Dumper” to access the resource


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

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

Remember to Store w/s .

34
Pricing the Bill Items

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

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

With the cursor on item H press Worksheet . While in


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

35
Pricing the Bill Items

Adjust the production to 400m3/day to compensate for the deeper excavation and then store the worksheet.
All items on page one should be priced with the rates below.

36
7.
Worksheet Tools
and Shortcuts
Page one item H / OpCode E!0009 will be used to demonstrate the various worksheet tools. With the cursor
on item H / OpCode E!0009, press Worksheet .
Note that many lines of the worksheet share a common production of 400m3/day, rather than entering the
production on each
line of the
worksheet, we can
introduce an applied
factor.

7.1 Applied
Factors
Place the cursor on
the top line of the
worksheet and insert
a line by pressing
Ctrl-Insert. Now
introduce a # sign
(shift “3”), delete the
production from the
following lines and then enter /400m3/day against the left side of the worksheet after the equal sign.
Now press Enter.
The words APPLIED
FACTOR appear,
note the result of 6.54
is the same as
entering /400m3/day
on each line of the
worksheet.

37
Worksheet Tools and Shortcuts

7.2 Local Variables


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

7.3 Comments
Worksheets can be
documented by
leaving one blank
space on the left of
the worksheet
followed by the
relevant comment.
Add +15% to the
applied factor line
and then enter a
comment 15% for
over break.
Store the worksheet and use Next page to display page 2 of the bill of quantities.

38
8.
Subcontract Adjudicator
The Metalwork items on page 2 will be subcontracted. The Subcontract adjudicator will be used to
adjudicate and select the most competitive subcontractor.

Select Candy Æ Estimating Æ Subcontract Menu Æ Subcontract Packages.


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

39
Subcontract Adjudicator

Press Import/export x Import bill items


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

Now click in the Subcontract name field and enter:


UK Balustrade Ltd, AR Metalfix Ltd and Smith Metalworks.

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

40
Subcontract Adjudicator

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

Display the results for all three Sub contractors and do


not select a preferred make-up rate.

The common total is the totals for the subcontractors


for those items that they have all priced. There will be
a balance if any of the sub contractors has not priced
an item.
The maximum make-up is calculated using the
maximum rates from the other subcontractors who
have priced that item.
The minimum make-up is calculated using the
minimum rates from the other subcontractors who
have priced that item.
Click on the adjudicator document in the background
to activate the document.
The rates are then transferred from the adjudicator to the bill with
Import/export x Rates to bill .

Select Smith Metalworks. Smith Metalwork’s


discounted rates will be exported to the bill of quantities.

41
Subcontract Adjudicator

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

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

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


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

42
Subcontract Adjudicator

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

43
Subcontract Adjudicator

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

44
9.
Trade Totals Display
The job total by trade can
be displayed by clicking
the “Trade Totals” icon
and select the Nett rates.

Before displaying the


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

The Subcontract Nett amount of 90,223.10 is the same


total as calculated in the subcontract adjudicator for
Metalwork when we displayed the subcontract
adjudicator results.

45
Trade Total Display

9.1 Resource Analysis


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

Add the Usage and Usage Value


columns and .

Calculate the resource


analysis using Redo
usage .

Select Billed Quantity and Include wastage.


Wastage calculations will be explained in more detail later.

46
Trade Total Display

The bill usage column is relative to the unit of the


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

47
10.
Mark Up
The Mark up and Gross rate columns can be added to the bill.
Select
Candy System Æ Estimating Menu
Æ Bill of Quantities
and enter a new 2 digit code and description, i.e.
06 NETT + APPLIED MARK UP = GROSS.

Place the cursor on the new entry and


press enter, now press Alter layout .

Select the Applied Mark up, Gross


Rate and Gross Amount columns.
Store the selection by clicking on the
.

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


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

49
Mark Up

Select Mark up All Trades and enter a 10% mark up for all trades and choose Yes for preserving all flagged
trades.
Candy System Æ Estimating Menu Æ Finalisation menu Æ Markup menu Æ Mark up All Trades

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


Candy System Æ Estimating Menu Æ Finalisation menu Æ Markup menu Æ Trade Markup

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

Confirm change to individual mark up.


Note that the Gross rate and amount is calculated for each bill item.
The asterisk (*) indicates an OpCode with trade mark up.
The Metalwork items on page 2 have a 5% trade mark up.

50
Mark Up

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

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

51
Mark Up

10.1 Reporting
All the information can be printed. Try printing the following reports and select the various options to see
the available reporting formats. From the main menu follow the menu path to the Reports Menu.
Candy System Æ Estimating Menu Æ Reports Menu
and then…
Æ Bill of Quantities Bill of Quantities
Æ Worksheets Worksheets in Bill Order
Æ Resource analysis Bill Resource Analysis
Æ Value analysis Value Analysis
Æ OpCode Pricing Check Housekeeping Reports Menu

Reports can be viewed on screen by selecting


Preview or Spool to view the report on the
screen.

52
11.
Pricing Practical
Enter the following concrete items on page 3 of the bill and price the items from first principles.

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

Price the bill items


using the relevant
resources.

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

53
Pricing Practical

54
12.
Masters
Any previous job in Candy can be a Master job from which bill descriptions, worksheets and resources can
be copied. Typically, an Estimator will create a library job, which will be the source of standard information
for use in other jobs. The effective use of masters can have a major impact on the speed of both input and
pricing of an estimate.
We will now create a new job called “New City Industrial Development.”
We will then copy information from “Waste Water Treatment Works” (The Master) into “New City
Industrial Development” (The Job).
Return to the Company & job
Manager and create a new job
in Candy called “New City
Industrial Development.”

Select New City Industrial


Development, and then
Candy System Æ Estimating Menu Æ Bill of Quantities
We now have the option to select Waste
Water Treatment Works as our Master
job. The system defaults to the top job on
the job selector, which is Waste Water
Treatment Works. Click OK.

Choose
Candy System Æ Estimating Menu Æ Bill of Quantities
and then 00 Bill of Quantities
Note the master job name is displayed above
the Candy toolbar.
If a master is selected when creating a job, certain standard information is automatically copied from the
master to the job. The Trades and Resource types are copied from the master, these typically do not change
from job to job.
55
Masters

12.1 Trade Definitions


Candy codes are defined on the definitions menu, which can be accessed by clicking the definitions icon on
the Candy toolbar.
Select Trade Definitions, and note that the trades were copied
from the Master; previously we had to enter the Trade
definitions when there was no master.

Select Resource Type Definitions and note that the resource


types were copied from the Master.

56
Masters

12.2 Copy Bill Items from the Master


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

It is unlikely that you will remember all


the codes in the Master; therefore, we
provide a facility to view the master
OpCodes while working in the job.
Hold the Shift key down and click the
“Opcode” icon. This will display all the
OpCodes in the Master.

Clicking the “Opcode” icon


without holding the shift
key displays a list of the
OpCodes in the current job.

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

57
Masters

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

58
Masters

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

59
Masters

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

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

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

60
Masters

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

12.3 Copying Worksheets from the Master


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

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

The production can


be altered to suit the
current job.

Assume the unskilled


labourer can only
excavate 1.0 m3 per
day instead of the
1.5m3 per day on the
current contract.
Remember to store
the worksheet.
Note that adjusting the Worksheet in the job does not affect the master.

61
Masters

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

62
Masters

The job’s resource list can be displayed by clicking the “Dumper” icon. Notice that copying worksheets
from the master automatically updates the jobs resource list with the relevant resources.
The master resource list can be displayed by clicking “<shift>-Dumper” icon. Resources can be dragged
from the master into the job while pricing.

12.4 Auto-Pricing
The remainder of the Bill items can be
priced by Auto-pricing. This facility
copies the worksheets from the master for
items that have not been priced in the job.
Auto pricing will only occur if the items
in the job are not priced and the un-
priced OpCodes in the job match with
priced OpCodes in the master.
Candy System Æ Estimating Menu Æ
Pricing Menu Æ Auto-pricing
Selecting OK will assume select All
trades.
The next dialogue will provide an option
to print a list of those items that have
been auto priced, select No.

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

63
13.
Post Tender Control
Return to the job selector using the back arrow or the Esc key and select the Waste Water Treatment Plant
job.

13.1 Selling Rate


You have established that: Nett Rate + Applied Mark Up = Gross Rate
There is a third rate available in Candy called the Selling Rate.
This is an independent rate in that changes made to the Nett Rate
and the Applied Mark Up will not affect the selling rate.
Select Candy System Æ Estimating Menu Æ Bill of Quantities
and place the cursor on layout
06 NETT + APPLIED MARK UP = GROSS
and Alter Layout

Add the Calculated Mark up


based on Selling Rate, Selling
Rate and Selling Amount
columns and .

65
Masters

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

Select Lock selling after transfer and click OK.

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

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

66
14.
Value Engineering
or Re-modelling
The site team can now re-visit each of the worksheets and adjust the productions to what they believe will be
achieved on site. Alternatively, they may not even use the resources the estimator originally envisaged using
and must therefore adjust the worksheets to reflect how they intend on completing the job. They may obtain
cheaper resource and sub contract rates. Let’s assume the site team will purchase diesel for 2.50 / Litre
instead of 3.00 / Litre.
Display the resource list
with the “Dumper” icon
and adjust the rate
accordingly.
Note that the Diesel
allowable decreases from
1476 to 1230 representing
a buying saving of 246.

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


Nett Trade Total Display at 3.00 / Ltr of Diesel.

Nett Trade Total Display at 2.50 / Ltr of Diesel.

Original Nett Amount – New Nett Amount = (277,176.80 – 276,931.00) = 246.00 Saving
Original Material Nett Amount – New Material Nett Amount = (109,940.00 – 109,695.00) = 246.00 Saving
Now return to page one of the Bill.

67
Value Engineering or Re-modelling

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

68
15.
Summarising Resources into
Group and Class Codes
The estimator would require the total amount of money that is going to be spent with a particular supplier in
order to negotiate the best possible bulk discount. We must therefore group the resources into their supplier
codes in order to print out the value to be spent with each supplier. We use the Group Code to summarise
the resources into the supplier codes.
Similarly, the Quantity Surveyor is going to require the total amount of money that is going to be spent
against each accounting code in order to reconcile the budget to date back to the cost being generated from
the accounting system.
We use the Class Code to summarise the resources into the Cost codes.
The resource group and class code must be displayed in order to
allocate the codes to the resources.
Candy System Æ Estimating Menu Æ Resources
and with the cursor on the layout
00 RESOURCE LIST
press Alter Layout .

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

69
Summarising Resources into Group and Class Codes

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

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

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

70
Summarising Resources into Group and Class Codes

The resource analysis report must be printed to view the


summaries.
Candy System
Æ Estimating Menu
Æ Reports Menu
Æ Resource Analysis Menu
Æ Bill Resource Analysis
and Select the Group Code as the summary.

Select OK and Spool the report to the screen.


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

71
Summarising Resources into Group and Class Codes

Re-print the resource analysis repeating the above steps but


now select the class code as the summary, i.e.
Candy System
Æ Estimating Menu
ÆReports Menu
ÆResource Analysis Menu
ÆBill Resource Analysis
and Select the Class Code as the summary.
Note that the Class Code Summary at the bottom or the
report, this will print the budget for the job for each of the
Class codes.

Choose OK and print to

72
Summarising Resources into Group and Class Codes

Note that all the simple resources should have a Class Code allocated. A resource cannot be purchased
without a cost code and likewise there must be a budget available in the cost code in order to spend against
the cost code. It is impossible to allocate Class Codes to Split and Plug rates, therefore Split and Plug rates
are considered bad practice. There is no Undefined Class Codes, therefore all Simple resources; those
resources that are bought have a Class (or cost) code allocated.
Note that the Plug and Split rate totals are printed separately. We do not know to which Class or
combination of Class codes to allocate the Plug and Split amounts, hence Plug and Split rates are
undesirable when implementing proper cost control.

73
Summarising Resources into Group and Class Codes

15.1 Class and Group Code Audit Reports


To list those resources that contribute to a particular class code try printing the following report:
Candy System Æ Estimating Menu Æ Reports Menu
Æ Resource Analysis Menu Æ Resource Analysis by Group/Class
and select Sort by Class. This will print the resources out in Class Code order. Entering a class code in the
sieve will print out only those resources that have been allocated that particular class code.
To list the bill items that contribute to a particular resource class print the following report:
Candy System Æ Estimating Menu Æ Reports Menu Æ Housekeeping Reports Menu Æ Tracers
Select the Class Code, enter class code 401, and spool the report.

74
16.
Controlling Labour and Plant
using Task Codes
The Class Code provides resource-based control for managing fixed resources such as Materials. The Class
Code will provide limited control to productive resources such as Plant and Labour but is not ideal. The
engineering site staff will require the Labour and Plant allowable in more detail typically the allowable per
Task completed on site.
CCS provides a simple method of summarising the Bill items into Tasks. The allowable for each bill item is
broken down into the various Resource Types, so we immediately have the Labour and Plant allowable for
each Task, the exact information required to control the productive resources.
The Task Code is used to implement Functional Control on the Job. The Task Code summarises bill items
into categories of Function or Activity. The key is to summarise items with similar production, e.g. bulk
earthworks items would be summarised separately to hand excavation. We would use machines for bulk
earthworks and labour for hand excavation. By summarising items with like production we are summarising
items with like resources and therefore like cost sensitivity. If our machine is not being used effectively, it is
costing a lot more than if our labour is not being productive. We would have different controls on our plant
versus our labour.

The Task Codes must be defined before allocating them to the Bill items. Click the “Balls” to enter the
definitions menu and enter the following Task Code Definitions.
Task Codes may be summarised into Task
Code headings. The level column represents
the heading level from level 9 to level 1.
Therefore, the reinforcing Tasks of Mesh and
High Tensile Bars may be summarised into
the level 2 heading Reinforcing. Note the m2
quantity of mesh must be factorised by 0.004
to calculate the Tonnes of reinforcing. The
reinforcing Heading is further summarised
into the level 1 heading Concrete, Formwork
and Reinforcing.
The Task Code accumulates the amount of
Money and Quantity, therefore each Task
Code must have a unit.

75
Controlling Labour and Plant using Task Codes

The Task Code column must be displayed in order to allocate the


codes to the Bill Items.
Candy System Æ Estimating Æ Bill of Quantities
and enter a new 2 digit code and description i.e.
07 TASK CODE ALLOCATION

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

Add the Task Code and Task


Quantity Factor columns and .

76
Controlling Labour and Plant using Task Codes

The Task Code accumulates the amount of Money and Quantity, the Task Factor column is used to
determine the quantity that will be added together for each Task code. If the unit of the Bill item is the same
as the Task code then a factor of one is used.
There may be instances where the unit of measure of the bill item may be different to the unit of measure of
the Task Code. For example, we may have a bill item measured in linear metres of formwork, yet the bill
item has a Task Code with a unit of measurement of m2 so we apply a Task factor to factorise the Lm to m2.
By using a Task factor of 0.00, the money will be included but not the quantity, for example we may wish
to add the cost of wood float finish to Task Code Concrete in Ground Slabs but we only require the quantity
of the Concrete in Ground Slabs and not the quantity of the wood float finish. Allocate Task codes and
factors to each of the bill items.

77
Controlling Labour and Plant using Task Codes

An OpCode may only have one Task Code; if an OpCode is used in many places within the bill document it
will have the same Task code in each place.
In order to calculate the Task Code summary no Plug rate items may exist in the job. Page 1 / Item A Clear
Site was priced using a Plug rate, so we must convert the plug rate to at least a Split rate.
Click on the “Bill” icon to return to the pricing layout of the bill of quantities, Enter 10.00 in the Plant
resource Type column for Page 1/Item A to convert the pricing of this item from a Plug rate to a split rate.

Click on the Project Analysis icon.

78
Controlling Labour and Plant using Task Codes

Press Update ex Candy , and then select Task Codes


and OK.

Note that the Total Quantity, Amount and derived rate is calculated for each Task Code. When finalising a
tender if the derived rate is much lower or higher compared to previous tenders then the relevant items can
be investigated for possible errors in the pricing worksheets.
The total allowable for the Labour is calculated for each Task Code, i.e. The Labour allowable for placing
concrete in Foundations is 2948.00. Once progress quantities have been entered for each bill item, the total
Labour allowable amount for each Task code is calculated and should be reconciled back to the total Labour
cost for each Task Code.
Clicking the Split rates or Split amounts toggles between displaying split rates and split amounts for each
of the Task Codes.

79
Controlling Labour and Plant using Task Codes

Note the derived Labour rate to place 1m3 of Concrete in Foundations is 14.74 per m3, if the concrete team
on site has poured 10m3 then you should not have spent more than 10x14.74 = 147.40 on the Labour team.
The site clerk will allocate the Labour team’s cost to the relevant Task Codes which should be reconciled to
the Labour allowable based on the work that has been completed on site.
A similar approach should be followed to control Plant.
Totals for Task code headings may be displayed by placing the cursor on the heading and pressing Ctrl–Up
and Down Arrow
The Task Code reports are printed by selecting
Candy System Æ Estimating Menu Æ Reports Menu Æ Project Codes Menu Project Codes report

Select Task Code as the


Primary code and None as
the Secondary code and
click OK.

80
Controlling Labour and Plant using Task Codes

Select Bill and Summary, Nett rate and


Spreadsheet format and click OK

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

81
Controlling Labour and Plant using Task Codes

Try printing the total quantity for each Task code by selecting
Candy System Æ Estimating Menu Æ Reports Menu Æ Project Codes MenuÆProject Codes Quantity
Summary
Select Task Code as the
Primary code and None as
the Secondary code and
click OK.

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

Try printing the Task Code resource analysis by selecting


Candy System
Æ Estimating Menu
Æ Reports Menu
Æ Project Codes Menu
Æ Project Codes Resource Analysis
Select Print Codes separately and Summary by Class Code.

82
Controlling Labour and Plant using Task Codes

Select Task Codes as the


Primary code and None
as the Secondary code
and click OK.

The full resource analysis is printed for each Task Code. The resources are also summarised into their
relevant Class codes.
Each of the above reports can be printed based on the progress quantities, i.e. the allowable per Task code to
date to compare to the actual costs incurred to date.

83
Controlling Labour and Plant using Task Codes

84
17.
Valuations
The only difference between Estimating and Valuations is the Quantity columns that the User can select
when altering the bill layout. When printing reports from the valuation menu the user must specify on which
quantity the report must be based.
There are three primary progress or measurement quantities available in the system.
Actual Quantity This quantity is used to record how much work has Actually been done against bill
items. Think of it as an Internal quantity.
Claimed Quantity This quantity is used to record how much you are Claiming in an application for
payment. Think of it as an External quantity.
Paid Quantity This quantity is used to record how much the client has Paid you.
There are two additional quantities, the Billed Quantity and the Final Quantity.
Select Candy System Æ Valuations Menu Æ Valuation Bill
Enter a new 2-digit code
04 BILL ACTUAL CLAIMED PAID FINAL
and Enter, and then Alter Layout and unselect the previous quantities on the right and select the following
columns.

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

Store the
document with
the .

85
Valuations

Now select
04 BILL ACTUAL CLAIMED PAID FINAL

The Billed quantity will normally be used for the first Final Value projection and as a starting point can be
copied to the Final quantity column. This should be done at the start of a new job.
Candy System Æ Valuations Menu Æ Housekeeping Menu Æ Transfer Qty to Final Qty
Select the Billed Quantity and select Yes to confirm the transfer.

The final quantity can be adjusted to suit the new final without affecting the billed quantity. Increase the
final quantity for item A and B.
Enter the progress quantities as displayed below. Entering the Actual quantity automatically updates the
claimed and paid quantity columns. The claimed quantity can be updated to reflect over claims.

86
Valuations

Note the percentages are updated as the quantities are entered, alternatively the percentages could be
entered which would then generate the quantities.
Press Next page and enter 20% complete for each of the metalwork items.

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

Progress the concrete items on page 3.

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Valuations

Print the following Valuation Reports from the Reports Menu


Candy System Æ Valuations Menu Æ Reports Menu
Æ Interim Payment Claim Select Sell Rate. This report is always based on the Claimed
Quantity.
Æ Valuation Listings Select Nett rates, OK, Actual Quantity.
Æ Valuation Resource Analysis Select Analyse to level 9, Analyse by pages, select all pages,
Break down root complexes, summary by class code, OK,
Actual Quantity.
Æ Project Codes Menu Select Task code as Primary Code and Secondary Code as
Æ Project Codes Report None. Select Actual Quantity, Bill and Summary, Nett,
Spreadsheet format.

Valuation Resource Analysis. Note that the class code summary, which is the budget to date for each cost
code; this must be reconciled to the accounting systems cost to date for each of the cost codes.
Try a Valuation Trade Total Display selecting <Shift> , select Actual Quantity and Nett.
Progress to next valuation by
Candy System Æ Valuations Menu Æ Valuation Set Up Menu Æ Set Up Next Valuation

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18.
Allowable and
Cost Reconciliation
While the CCS System is not a costing and accounting system as such, there are various facilities in the
system which can be used to assist the post tender user in preparing Project Operating Statements, Cost /
Value Comparisons.
Print the Allowable to Date for each Class Code - Valuation Resource Analysis
Candy System Æ Valuations Menu Æ Reports Menu Æ Resource Analysis Menu
Æ Valuation Resource Analysis
Select Summary by Class Code

89
Allowable and Cost Reconciliation

The total allowable to date is 127957.26 and the allowable to date for class code 503 Readymix concrete is
75925.50.
These figures must be reconciled back to the delivered cost to date. The allowable Cost Reconciliation can
be completed in Candy using the Cost Reconciliation facility.

90
Allowable and Cost Reconciliation

We will use a CCS standard template document to reconcile the allowable and cost.
Candy System Æ Valuations menu Æ Cost Reconciliation Æ Template documents
Templates are global documents that are
available in any CCS job. The user should
move the relevant template document to the
job’s Cost Reconciliation documents area.
When the job is backed up, CCS only backs up
the job’s CostRec documents and not the
template documents.

Place the cursor on


02 Cost Reconciliation by Resource Class
and press Ctrl-R to recall the document, then place the cursor on
04 Cost Reconciliation by Task Code
and press Ctrl-R to recall the document.
Return to the job’s CostRec documents with
Candy System Æ Valuation menu Æ Cost Reconciliation Æ CostRec documents.

Press Shift-Ctrl-R to drop the documents into


the job’s CostRec document area.

Now choose the Cost Reconciliation by resource class code.

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

91
Allowable and Cost Reconciliation

Press Access to Candy x Configure


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

Now press Import values .


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

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

92
Allowable and Cost Reconciliation

From the main menu choose Materials Received Æ Global Definitions Æ Cost Codes

Press Import Codes.. x Class Codes .

Now select Materials Received Æ Material Input.


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

93
Allowable and Cost Reconciliation

Now enter the following delivery note.

Press Store & Next .


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

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

94
Allowable and Cost Reconciliation

To view the entry in list format use Materials List

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

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

Return to the Materials Received Manager.

95
Allowable and Cost Reconciliation

Select Cost Code List

Press Import Codes x Class Codes .


x
Confirm by choosing Yes.

Press Update Totals

The Total Cost of 2880.00 is the delivered cost that should be reconciled to the Allowable to date.
Return to the Candy Cost Rec Documents:
CandyÆ Valuations Æ Cost Reconcilation Æ CostRec Documents Æ Cost Reconciliation by Class

96
Allowable and Cost Reconciliation

Press Access to Candy x Import Values .


Select Ledger from Materials received and click OK.

Click Yes to confirm the import of cost.

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

Click Yes to confirm the cost import from materials


received.

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

97
Allowable and Cost Reconciliation

Select the Cost Reconciliation by Task Code.

Candy System Æ Valuations menu Æ Cost Reconciliation Æ CostRec Documents


and then Cost Reconciliation by Task Code.

Press Access to Candy x Configure .


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

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

98
Allowable and Cost Reconciliation

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

Note the -1440 loss on Labour in cost code 0110 Excavation, the Site Team can now take action to deal
with the losses on labour. A similar approach should be taken to reconcile Plant.
If the labour cost is available electronically from a Labour Site Costing
system, the figures can be imported into Candy by pressing Import
values .

Select Ledger from External file and click OK.

Simply point to the file that contains the Task


Code and Labour Cost cumulative to date and
click Start Import.
More information on configuring Cost
Reconciliation documents can be found in the
CCS training manual in the section covering
Site Costing.
Reconciling using the Class code and Task
code should provide adequate control on site
for the job’s fixed and variable resources.

99
19.
Subcontract Liability
This module allows you to monitor and control subcontractors.
Candy System Æ Valuations menu Æ Subcontract Liability Æ Subcontract liabilities
Enter a two digit code 01 Smith Metalworks
and Enter to display the document.

Use More keys x Import from BOQ to


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

101
Subcontract Liability

Press More keys x Update qty(1)

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

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

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

102
Subcontract Liability

The total liability of 1475.00 generated by the difference between Due to subcontractor (3) and Paid to
subcontractor (2) can be viewed.
A subcontract certificate can be printed using More keys x S/C certificate .
The above process can be repeated for each subcontractor.
A subcontractor summary can be viewed using the subcontract schedule. Select
Candy System Æ Valuations Menu Æ Subcontract liability ÆSubcontract Schedule
and Update .

103
20.
Forecasting the Candy
BOQ using SitePlan
Bill items in a Candy estimate can be linked to the activities in a SitePlan program. Once the link is
established, a time-based forecast of cost, value, resources or quantities from the estimate can be analysed
using the facilities in SitePlan.
The simplest approach is to use the Candy Bill of Quantities when creating the Program. The Bill section
headings are imported as activities into SitePlan and the Bill items in the section are linked to these
activities. Where a well-structured Bill of Quantities exists, this provides a good platform from which to
build the program. After the creation stage, it is a normal SitePlan Program and can be adjusted as required.
From the main menu select SitePlan

105
Forecasting the Candy BOQ using SitePlan

Many SitePlan Programs can exist in one CCS Job.


Press New program .

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

With Tender Program selected, click on


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

106
Forecasting the Candy BOQ using SitePlan

Select view 1.1. Standard Barchart.

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

To import the Bill, press:


Tools.. x More Tools.. x Candy tools x Import Candy bill

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

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

107
Forecasting the Candy BOQ using SitePlan

Change the duration of each of the Activities by clicking to the right of the activity, hold the left mouse
button down and increase the activity duration. Clicking to the left of the Activity allows the user to change
the starting position of each activity.
Now select view 5.2 Barchart with BOQ Allocations

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

108
Forecasting the Candy BOQ using SitePlan

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

109
Forecasting the Candy BOQ using SitePlan

Now select view 6.1 BOQ with Budget Forecast

110
Forecasting the Candy BOQ using SitePlan

The Forecast Bill of Quantity amounts are now displayed across the SitePlan time.
To view the Candy resource forecast per bill item, select view
6.2 BOQ with Resource Usage Forecast

To view the Class Code budget forecast, select


6.5 Class Code Budget

Click Re-do analysis to view the totals.

Return to the view 1.1 Standard Barchart

111
Forecasting the Candy BOQ using SitePlan

Press: Histograms.. x Candy resources

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

112
Forecasting the Candy BOQ using SitePlan

The Candy Unskilled labour Histogram is displayed.


Histograms can be printed based on Usage or Value.
Users should refer to the SitePlan manual for additional SitePlan features and using the Candy / SitePlan
link facilities.

113
Special Items
Create a new job and recover the CCS Demonstration job. This job contains examples that correspond with
the CCS Candy Manual. The following topics are covered in detail in the CCS Manual or alternatively
selecting the help system and using the search words listed.

No Specialised items Manual page Help search word

Philosophy of coding
1 Trade Definitions + OpCode Structure 1.06 Definitions, trade
Resource Type Definitions + Resource
2 1.07 / 6.01 Definitions, resource types
Coding Structure

Configuring a new job


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

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

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

Sub-contract adj. tools


Subcontract adjudication
25 Spread of additional amounts 9.12
utilities
Subcontract, adj about bill
26 Unlinked items 9.12
items import
27 Quantity difference 9.04 Quantities, update
115
subcontract adj
28 Sub contract adjudicator notes 9.09 Notepads
29 Sub contract database 10.01 Subcontract database
Subcontract adjudication,
30 Letters 10.03
enquiry
Subcontract adjudication,
31 E-mail enquires to sub contractors 10.08
enquiry

Material adjudicator
32 Material suppliers and database 11.01 / 12.01 Material adjudicator

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

Mark-up
37 Preserve flags 13.04 Mark-up, trade
38 Transfer risk to mark-up 13.08 Mark-up, resource type
39 Individual vs. trade mark-up 13.01 Mark-up, individual
40 Set gross total 13.04 Mark-up, set gross total
41 Applied vs. calculated mark-up 13.08
Selling rounding rates and multiplying
42 13.06 Rounding, selling rates
rates
43 Projected escalation 13.05 Escalation, Projected

Trade total display option


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

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

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

Bill creation
Import bill straight into CCS
56 2.09 / 4.00 Bill importer
electronically
File formats for importing from excel,
57 4.01 Bill importer, file formats
Word
116
58 Take off and measurement 3.00 Take off

Locational control
59 Areas 27.00 Area allowables
60 Quantity Calc Sheets 25.06 Quantity

Miscellaneous items
61 Dual and multi currency 23.04 Currencies, about
62 Escalation 25.09 Escalation
Creating subcontract liability from Subcontract adjudication
63 26.04
adjudicator items to sub liability
Sub contract liability,
64 Sending items to subcontract liability 26.09
variation item
65 Cost Reconciliation 28.00 Cost Reconciliation
66 Cost allowable comparisons 28.05 Costs, comparisons

Summarise bill items


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

Network facilities
3.00 (CCS Starter
70 Networks Network
Guide)
3.00 (CCS Starter
71 Backing up Backup
Guide)
3.05 (CCS Starter
72 Backup complete job vs. Candy only
Guide)

New modules
14.01 & SitePlan
73 Indirect Cost bill Indirect cost bill
Manual
74 Cost Planning 20.00 Cost Plan
75 Alternative Tenders 19.00 Alternatives
76 Multi User Pricing 22.00 Multi

Candy, SitePlan, Cashflow


and Materials Received
Integration
77 Linking Candy BOQ to SitePlan Program SitePlan Manual
Importing Candy BOQ into Project Cashflow/ Siteplan
78
Cashflow Manuals
79 Importing Materials Cost into Candy 28.06

117
Notes

119
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Course Evaluation
We need your ideas, suggestions and constructive criticism to assist us in upgrading our training courses.
Please help us by filling in this questionnaire.
Course: CG Date: Lecturer:
Please circle the appropriate answers:
1. Was the course content…
a. too advanced? b. at the correct level? c. too simple?
2. Were the course notes…
a. too detailed? b. insufficient? c. adequate?
3. How effective was the Lecturer?
a. good? b. fair? c. poor?
4. The lectures should be…
a. in more detail? b. in less detail? c. at the same level of detail?
5. The concept of each section was…
a. explained clearly? b. could be in more detail? c. too vague?
6. The programme in terms of time was…
a. too quick? b. too slow? c. the right speed?
7. Did you find the hands-on examples were…
a. too few? b. sufficient? c. too many?
8. Notwithstanding the fact that it may not have been in your field of expertise, was the practical …
a. too detailed? b. at the correct level? c. too simple?
9. Would you like to attend a future course presented by CCS?
a. definitely? b. possibly? c. no?
10. Please add any comments which you feel may help us improve the course on the back of this sheet.

Thank you

Name

Company

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