Bid SheetMetal Worksheet Metal

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2 Trimble Navigation Limited All rights reserved. This publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose, without the written consent of QuickPen International, a Division of Trimble Navigation Limited. The subject matter described herein is covered by United States Patent 5,920,849. Published by: Edition: QuickPen International 384 Inverness Parkway, Suite 200 Englewood, Colorado (303) AutoBid SheetMetal JumpStart Guide November 3, 2011 Part # AM _JumpStart Guide 2011 All QuickPen products are trademarks or registered trademarks of Trimble Navigation Limited. Microsoft Windows and/or other Microsoft products referenced herein are either trademarks or registered trademarks of Microsoft Corporation. Adobe Reader is a registered trademark of Adobe Systems Incorporated. Adaptive Server Anywhere (ASA) is a registered trademark of Sybase, Inc. Other brand and product names are trademarks or registered trademarks of their respective holders. ii AutoBid SheetMetal JumpStart Guide

3 AutoBid SheetMetal JumpStart Guide AutoBid SheetMetal is a powerful tool for making your bids faster, more accurate, and more informative. This Guide assumes that you already understand Microsoft Windows operating systems. If this is not the case, QuickPen recommends that you take a workshop to start you off. Beginning classes are available in most areas. Ask your computer dealer for suggestions. After you have completed installation of AutoBid SheetMetal, we recommend you read and complete the procedures outlined in this Guide. QuickPen suggests that you register for our online self-paced training sessions. This self-paced course introduces new customers to AutoBid SheetMetal with demonstrations and practical exercises. When you have completed the online training sessions, you can enroll in an in-house course held in our training facility. Contact our Training Coordinator at (800) or by at training@quickpen.com for information on training options available. AutoBid SheetMetal JumpStart Guide iii

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5 Table of Contents General Information 7 Chapter 1 Guide Overview... 9 Application Modules Help Systems Chapter 2 Software Introduction Install Trimble Quick Link Install AutoBid SheetMetal Configuration Workstation/Network Computer Stand-Alone Computer Login and Password Open Workstation/Stand-Alone Modules Global Data Administrator Online Help Bid Administrator Online Help Projects, TakeOff and Reports 27 Chapter 3 Projects New Project Setup Chapter 4 TakeOff Overview Chapter 5 Graphical View TakeOff Orient TouchMenu TakeOff Window Align Drawing Verification Review Chapter 6 Reports AutoBid SheetMetal JumpStart Guide v

6 Table of Contents Calculate Project Calculation Messages Completion/General Information Recap Report Appendix 63 Appendix A Evaluation...65 Appendix B Terminology...71 Appendix C Default Login...75 Appendix D Practice Drawing...77 vi AutoBid SheetMetal JumpStart Guide

7 General Information "Guide Overview" "Software Introduction" This section provides basic information pertaining to AutoBid SheetMetal. AutoBid SheetMetal JumpStart Guide 7

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9 Chapter 1 Guide Overview Completing the procedures in this guide will enable you to start using AutoBid SheetMetal in the shortest time possible. The exercises are designed to give you confidence in using application. In addition to reviewing basic Windows skills, you will learn how to do the following procedures. Navigate AutoBid SheetMetal Create a new bid Take off duct using AutoBid SheetMetal Graphical View TakeOff Generate a Recap report Many of the Windows concepts and terms learned here apply to other Windows based software. HINT QuickPen strongly recommends that you attend the selfpaced online training classes as soon as possible. QuickPen also offers classes in our Colorado training center. These classes will help you successfully implement AutoBid SheetMetal. Contact QuickPen at (800) for more information. QuickPen suggests that you read and perform the exercises in each chapter of this Guide until you are comfortable with the content and can complete the exercises easily. It is recommended that you review this Guide and go through our self-paced online training prior to attending the resident training class. AutoBid SheetMetal JumpStart Guide 9

10 Guide Overview General Information A high level description of AutoBid SheetMetal and online help are detailed in the following topics. Application Modules AutoBid SheetMetal includes a DataServer program and two interface applications, the AutoBid SheetMetal Global Data Administrator and the AutoBid SheetMetal Bid Administrator. DataServer The database is stored. Backup and restore procedures are also included in the DataServer module. Global Data Administrator This module contains all master information such as construction standards, labor and wage tables, and pricing. Bid Administrator Bid-specific information is retained in this module. This includes project information, specification schedules, drawings, takeoff, and reports. Help Systems AutoBid SheetMetal contains an extensive online help system that will answer most of your questions while working in the application. The Global Data Administrator module includes an online help system (help and manual) that help you during the implementation process. The Bid Administrator module includes both online manuals and an online help system. HINT Online manuals require Adobe Reader. This software is a free download from All online manuals can be printed if desired. See the Permission to Print topic in the online help system for more information. 10 AutoBid SheetMetal JumpStart Guide

11 Guide Overview The What s New? videos and the Video Library (found on the Help menu) provide modular demonstrations of the various tasks in AutoBid SheetMetal. The online help system is easy to navigate and you will find that it answers many of the questions you might have when working in the database. QuickPen encourages you to use it as much as possible. See page 26 for more detailed information. AutoBid SheetMetal JumpStart Guide 11

12 Guide Overview 12 AutoBid SheetMetal JumpStart Guide

13 Chapter 2 Software Introduction Using the information in this chapter, you will be able to navigate through AutoBid SheetMetal and other basic Windows programs; however, if you are not familiar with Microsoft Windows operating systems, QuickPen recommends that you take an introductory Windows course. This chapter covers the following topics. Installation Required communication program Opening AutoBid SheetMetal Navigating and working in the Global Data Administrator and Bid Administrator modules Using online help and manuals AutoBid SheetMetal JumpStart Guide 13

14 Software Introduction Get Started! Install Trimble Quick Link Quick Link, a licensing and communication software application. Installation of Trimble Quick Link is required to provide continued licensing of AutoBid SheetMetal. Install AutoBid SheetMetal The next step is to install the software the AutoBid SheetMetal software application. HINT QuickPen provides a comprehensive Installation manual that steps you through the entire process. We recommend that you review and follow the instructions to ensure proper operation of your system. The Installation manual also includes instructions for attaching additional hardware to your computer (for example, a digitizer or a Smart Menu ). Configuration You must configure AutoBid SheetMetal to communicate with the Trimble Quick Link Hub. This provides access to licensing and other features available in AutoBid SheetMetal. Complete instructions are included in the Getting Started section of the AutoBid SheetMetal Installation manual. CAUTION You will be unable to use AutoBid SheetMetal until Trimble Quick Link is installed and configured properly. 14 AutoBid SheetMetal JumpStart Guide

15 Software Introduction Open AutoBid SheetMetal You can use any of the three following methods to open the application. Double-click the icon on the desktop. Right-click the icon on the desktop. From the menu, choose Open. Click the Windows Start menu and navigate to AutoBid SheetMetal. You will be working in either the Global Data Administrator or the Bid Administrator. The method you use to open these modules depends on whether you are using the application on a stand-alone computer or on a network server with workstation computers. Workstation/Network Computer When AutoBid SheetMetal is being used on a network (with workstations), the network server must be running and the DataServer open in order to attach to the database. Provided the DataServer is open, you can start AutoBid SheetMetal using any of the methods below. On the Windows Desktop, double-click on the icon for the module you wish to open, either Bid Administrator or Global Data Administrator. AutoBid SheetMetal JumpStart Guide 15

16 Software Introduction Right-click the icon and select Open from the menu. From the Windows Start menu, navigate to AutoBid SheetMetal and then click on the module you want to open from the sub-menu. If you have installed AutoBid SheetMetal as a workstation (network) and the DataServer is not open on the network computer, you will receive a message. Open the DataServer on the network server and try to open AutoBid SheetMetal again. Stand-Alone Computer In a stand-alone application, the DataServer automatically starts when you open the Global Data Administrator or the Bid Administrator. Depending on your computer settings, starting the DataServer manually may be required. To open the DataServer manually, proceed as follows: Click on the desktop icon or by going to the Start menu and navigate to AutoBid SheetMetal and click AutoBid SheetMetal DataServer. 16 AutoBid SheetMetal JumpStart Guide

17 Software Introduction When you have completed the procedures in this manual, QuickPen suggests that you read the following online manuals. AutoBid SheetMetal Global Data Administrator manual or online help system to learn about system security and default settings. AutoBid SheetMetal Training Workbook provides an in depth look at setting up your database. (When you attend an in-house class, this workbook is provided to you in a hard copy format.) Together, these help systems provide additional information to begin using AutoBid SheetMetal. Login and Password AutoBid SheetMetal contains security that requires a login name and password. When you first open the application, the Login window displays. The version and copyright date will change from release-torelease. 1. Complete the following fields. Login name Enter your information in the Login name field. Note: The screen above displays the default Login name. AutoBid SheetMetal JumpStart Guide 17

18 Software Introduction Password Enter your Password to access the AutoBid SheetMetal. HINT Your System Administrator may have changed the default login name and password after the installation is complete. This information should have been supplied to you. Contact your IT professional if you do not have this information. If you want to save the password for future sessions, choose the Save Password checkbox. This saves the password in the field so you do not have to re-enter. 2. Choose OK. Open Workstation/Stand-Alone Modules Once you have opened the Global Data Administrator or the Bid Administrator, you can easily open the other module from within the application. Global Data Administrator Go to File > Bid Administrator. OR Click. Bid Administrator Go to Tools > Global Data. OR Click. 18 AutoBid SheetMetal JumpStart Guide

19 Software Introduction Basic Navigation This section provides some basic information relating to navigating the AutoBid SheetMetal system. Global Data Administrator The Global Data Administrator contains master information, which includes data needed for ductwork construction and installation. All data in this module is available to all projects. Some master tables are shared, meaning that this information is used by several other areas of the program. It is important to realize that any changes made to these master tables will affect all the projects using those same tables. QuickPen has pre-loaded a large amount of data in the Global Data Administrator, which will make the implementation process easier. You can simply verify data and make modifications where necessary to comply with your company standards. This process is far easier than entering all data in its entirety; however, if required, tools are included to add new information as well. AutoBid SheetMetal JumpStart Guide 19

20 Software Introduction When you open the Global Data Administrator, the window displays as in the graphic. The commands detailed below provide the same functionality. Menus At the top of the window, the menus provide access to various components of the Global Data Administrator. Toolbar Some of these commands available on the menus are also available in the buttons directly below. 20 AutoBid SheetMetal JumpStart Guide

21 Additional toolbar button functionality includes the following. Software Introduction When you are in other components of the Global Data Administrator, you can click on the button to return to the main Global Data Administrator window. The button opens the Bid Administrator. (The Global Data Administrator remains open.) Forward and Back arrows allow you to easily move between screens you are working in. Graphical Navigation Option In the area of the window containing graphics, there are commands and picklists that provide access to the components of the Global Data Administrator. Libraries contain predefined individual parts and components that may be used in the Definitions or that can be taken off individually. Definitions are collections of library items. Examples might include duct connectors, duct reinforcement, and hangers. Ductwork contains construction standards that show duct material thickness, connectors, reinforcement, and labor tables. Other information in this section includes material types and pricing. Labor Standards includes labor correction factors, labor books, wage tables, and labor tables for detailing shop drawings and pressure testing. Company Settings includes security settings for AutoBid SheetMetal, employees, the Company List which contains information on vendors and subcontractors, and individual preferences selected by the workstation user. AutoBid SheetMetal JumpStart Guide 21

22 Software Introduction Below each header are lists that provide access to the various components in the Global Data Administrator. Online Help Detailed information about using the AutoBid SheetMetal Global Data Administrator can be found in online help system. Choose Help > applicable command on the menu. OR Press F1 in any window. OR If available in the window, click the Help button. Bid Administrator The Bid Administrator is where you set up projects and take off your drawing. Before you take off the drawing, you must enter project specific information, 22 AutoBid SheetMetal JumpStart Guide

23 Software Introduction such as drawing numbers, floors, and zones. Modifying Specification Schedules and Systems to fit the specific project will most likely be required also. Systems contain the default Specification Schedule and Pressure for each individual system. The Specification Schedule determines the appropriate construction standard to use for each combination of duct shape and pressure. The Specification Schedules also determine such items as hangers, flex connectors, and turning vanes. HINT The Specification Schedules are essentially the link between the (master) Global Data Administrator and the (bid-specific) Bid Administrator Once TakeOff is complete, you can calculate and generate reports. The Quote Manager and other worksheets are available that provide additional data information that is pulled into the Final Estimate. In the Final Estimate, you can adjust your bid and include such things as taxes, overhead, profit, and performance bond. AutoBid SheetMetal JumpStart Guide 23

24 Software Introduction When you open the Bid Administrator, the window displays similar to the graphic below. Menus At the top of the window, the menus provide access to various components of the Bid Administrator. Toolbar The toolbar commands provide access to the Project List and Global Data, as well as general maintenance commands. 24 AutoBid SheetMetal JumpStart Guide

25 Additional button functionality includes the following commands. Software Introduction immediately updates the data displayed on-screen. (Executing this command is sometimes required when several users are working in AutoBid SheetMetal.) The button opens the Global Data Administrator. (The Bid Administrator remains open.) allows you to add text notes. allows you to record voice notes. allows you to listen to voice notes. stops voice notes while you are listening. Tabs/Buttons The tabs and buttons provide access to the following modules in the Bid Administrator. When you click a button on any tab, the associated module opens. Project Data This module includes setting up your project, Specification Schedules, Systems and Scopes. Much of the information created while in Project Data allows you to filter reports to break the project down by specific identifiers. TakeOff & Reports After you have completed all required data on the Project Data provides access to TakeOff, Calculations, Quote Manager, and Reports. Worksheets & Final Estimate The modules on this tab include worksheets (Subcontractors and G&A) as well as the Final Estimate Summary. If you are using the Vulcan Cutting System, you can also export data from AutoBid SheetMetal to this AutoBid SheetMetal JumpStart Guide 25

26 Software Introduction application. This tab also provides the Export Report Data feature. This allows you to export data from your takeoff to a format that can easily be imported into third-party applications, such as Microsoft Project or your accounting software. Online Help Detailed information about using AutoBid SheetMetal can be found in the online help system. The Global Data Administrator and Bid Administrator offer online help: Help System Choose Help > applicable command on the menu. OR Press F1 in any window. OR If available in the window, click the Help button. Additionally, the Bid Administrator offers online manuals that you can print for reference, or simply view on your computer screen. Online manuals require Adobe Reader. If you do not have this application installed, it is a free download from or you can install it from the AutoBid SheetMetal Installation compact disk. There are several methods you can use to open the online manuals. Go to the Help menu and click the manual command. Choose the Start menu and then select AutoBid SheetMetal > Documentation. Click on the manual you want to open. Conclusion Now that you have reviewed the basic structure of AutoBid SheetMetal, you are ready to create a project and generate reports. This will introduce you to the procedures that provide easy and fast estimates using AutoBid SheetMetal 26 AutoBid SheetMetal JumpStart Guide

27 Projects, TakeOff and Reports "Projects" "TakeOff Overview" "Graphical View TakeOff" "Reports" Working with Projects, including TakeOff and Reports, is accomplished in the Bid Administrator. This section provides information on creating a project and then taking off a drawing. HINT Instructions in this section assume that you have complied with all instructions included in the Installation manual. AutoBid SheetMetal JumpStart Guide 27

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29 Chapter 3 Projects This chapter walks you through creating a new project, which includes copying Specification Schedules, Systems and Symbols. When you create the project, you also specify scopes (for example, drawings and floors). After you have completed creating the project, you will be ready to take off a drawing and then generate reports. All project-specific data is entered in the Bid Administrator. AutoBid SheetMetal JumpStart Guide 29

30 Projects Create Project QuickPen has included a base default job. The information contained in this job can be verified and modified to meet your company s requirements. The Construction Standards included in the default job provide you with a starting point for future jobs. Making modifications to the default job is discussed in more detail in the Projects Data online manual or in the online help system. Note: Creating a default job is covered in detail during the in-house class. When you create a new project, you actually enter information pertaining to the new bid. The easiest method to accomplish this task is by copying specifications and systems from the default job into the new job. You can then modify certain areas to accommodate the new project. New Project Setup These instructions will walk you through creating a new project. Once the project is completely created (including specifications, systems and scopes), you will be ready to take off a drawing and generate reports. 3. In the Bid Administrator window, click on the button. The AutoBid SheetMetal Project List window opens. 30 AutoBid SheetMetal JumpStart Guide

31 Projects 4. In the AutoBid SheetMetal Project List window, click on the button. The first screen for the New Project Wizard displays. Screen One 1. In the Project Name field, enter Graphical Bid. 2. Enter a Bid ID. This is a required field and must also be a unique identifier. For this project, we suggest you enter today's date in the following format: mm-dd followed by the letters GB; for example, November 11 would be entered as follows: 11-11GB. HINT The Project type, Bid date and Bid time fields are not required. For this bid, we suggest you leave these fields empty. When you are creating a real bid, QuickPen suggests you complete as much information as possible to help you better manage your estimates. AutoBid SheetMetal JumpStart Guide 31

32 Projects 3. Click Next. The second New Project Wizard screen displays. Screen Two The second screen in the New Project Wizard allows you to copy Specification Schedules, Systems and Symbols from a similar project. In this exercise, the default job will be used as a starting point for a new project. It is not necessary to make any modifications at this time to this project as this is simply a practice exercise. Note: The default job may be named AAA Default Job or another variation. Select the AAA project included with your AutoBid SheetMetal system. When you are ready to start using AutoBid SheetMetal for your live estimates, making modifications is suggested; however, you may find that the changes required are minimal. 1. Select the Specs copied from radio button. 2. Click and select the default job from the list. 32 AutoBid SheetMetal JumpStart Guide

33 Projects 3. Leave Set Copied From project as default when creating new project empty for this exercise. Note: Once you have modified or created a default project, this setting will help you when creating new projects. 4. Choose the following checkboxes: also copy Systems also copy Symbols 5. Leave the remaining fields on this screen empty. Click Next. The third New Project Wizard screen displays. Screen Three 1. In the Default scale for new drawings, leave the default (1/8). 2. In the Closest Drawing Size field, select the size drawing that is the closest size to the drawing that is attached to your digitizer. This field sets the size of the drawing on the digitizer and determines the size displayed onscreen. For this exercise, select 11 x 17 inches from the list. 3. In the Default Structure field, select Bar Joists from the list. The structure type is used to calculate the correct upper hanger attachment. Note: This can be changed in TakeOff when needed. AutoBid SheetMetal JumpStart Guide 33

34 Projects 4. In the Default Rack Spacing field, enter In the Audit Trail View TakeOff Method pane, select the Connected radio button. 6. In the Adjust duct lengths for fittings in Audit Trail View TakeOff box, choose the For duct taken off using the digitizer checkbox. Note: For this exercise, do not select the second checkbox! 7. In the Use Offsets pane, set the vertical changes value to Click Next to go to the fourth and final screen. Final Screen This screen provides a recap of the entries on the previous screens. If you want to make any changes, simply click the Back button, make the changes and then click Next until you get back to the recap screen. 34 AutoBid SheetMetal JumpStart Guide

35 Projects 1. Click Finish. A progress indicator displays during the copy process. When completed, you are returned to the AutoBid SheetMetal Project List window. The Graphical Bid project is automatically highlighted. 2. Click Select. This makes Graphical Bid project the active project in AutoBid SheetMetal. The main Bid Administrator window displays again. AutoBid SheetMetal JumpStart Guide 35

36 Projects The Graphical Bid project displays in the title bar and in the Project Name pane of the window. 36 AutoBid SheetMetal JumpStart Guide

37 Projects Add Drawing Generally, several drawings are necessary for your regular projects. However, for this exercise you will add only one drawing. 1. In the main Bid Administrator window, choose the Project Data tab > Drawings. The Drawings window opens. 2. Click on the icon. The New Drawing window opens. 3. Enter M-1 and click Add and then Close. 4. Choose the scale used for the drawing from the Default scale list. For this exercise, select 1/4. AutoBid SheetMetal JumpStart Guide 37

38 Projects 5. Close the Drawings by clicking on the in the upper corner of the window. Conclusion The project created in this chapter will be used to create a Graphical TakeOff (in the next chapter). If you wish to find more information on the topics in this chapter, use the Bid Administrator online help system. 38 AutoBid SheetMetal JumpStart Guide

39 Chapter 4 TakeOff Overview There are several methods to take off a job: Graphical View, On-Screen View, or Audit Trail View. The method you use will depend upon circumstances and your preferences. Graphical View TakeOff Graphical View TakeOff requires the use of a digitizer. AutoBid SheetMetal produces an on-screen image as you take off your drawing. This method also automatically generates fittings. This TakeOff method is much faster than using the Audit Trail View mode. This Guide focuses on using the Graphical View TakeOff method. Other types of TakeOff are covered in our training classes and in the online help and manuals. On-Screen View TakeOff On-Screen View TakeOff allows you to load your drawing directly into AutoBid SheetMetal and then take the drawing off using your mouse. This method also automatically generates fittings. A digitizer is not required to use this method of TakeOff. Audit Trail View TakeOff There are two types of Audit Trail View: Mouse and Digitized. Mouse: This allows you to use a personal computer and a mouse to take off drawings and material lists. You select the items to take off from a list or use menu shortcuts. The lengths of duct are entered manually. Digitized: This type of TakeOff requires the use of a digitizer. Lengths of duct are automatically calculated using a scaled drawing. AutoBid SheetMetal JumpStart Guide 39

40 TakeOff Overview Overview You also have access to a TouchMenu on the digitizer to quickly select TakeOff items. In TakeOff, when the appropriate System is selected, default Specification Schedules, Insulation, Liner, and so on are also selected. You have the opportunity to change the selected defaults while in TakeOff. Based on the selections made, AutoBid SheetMetal determines the appropriate data to use; for example: hangers, types of flex connectors and turning vanes. The Construction Standards are determined based on the System and pressure class you choose in TakeOff. This removes much of the guesswork to eliminate mistakes during TakeOff. HINT The instructions in this chapter assume that you have already attached and configured your digitizer. If this is not the case, see the Hardware Setup chapter in the Installation manual. This manual is provided in hard copy and is also available in the online manuals. 40 AutoBid SheetMetal JumpStart Guide

41 Chapter 5 Graphical View TakeOff Using the project created earlier in this guide, the following procedures walk you through taking off a drawing. These exercises demonstrate the speed, ease and accuracy you can expect from the Graphical View TakeOff method. In this lesson you will take off items from a drawing. In Graphical View TakeOff, AutoBid SheetMetal automatically generates the fittings. This feature will save you a great deal of time in preparing your estimate. AutoBid SheetMetal JumpStart Guide 41

42 Graphical View TakeOff Practice Drawing Make a copy of the drawing included in Appendix D (page 77) and tape it to the digitizer. You can tape it anywhere inside the scribed corners that indicate the active area of the digitizer. Place your drawing on the digitizer within these marks. 42 AutoBid SheetMetal JumpStart Guide

43 Open TakeOff Graphical View TakeOff 1. In the main Bid Administrator window, select the TakeOff & Reports tab. 2. Click TakeOff. When TakeOff is opening, diagnostic procedures are performed. The following reminder message may display. Click OK. HINT When you orient the TouchMenu, information is passed from the digitizer to AutoBid SheetMetal allowing for proper communication when you are processing a take off. Orient TouchMenu In the TakeOff window, choose Digitizer > Orient TouchMenu. Follow the on-screen instructions to complete the procedure. Once the TouchMenu is oriented, this procedure needs to be repeated only if you change or move the menu. AutoBid SheetMetal JumpStart Guide 43

44 Graphical View TakeOff TakeOff Window The AutoBid SheetMetal TakeOff window defaults to the last view, Graphical View TakeOff, On-Screen View or Audit Trail View TakeOff. If the Audit Trail View TakeOff window opens, click View > Graphical View. A message displays allowing you to align the drawing. If the On-Screen View TakeOff window opens, proceed as follows: Click View > Audit Trail View. When the Audit Trail View window displays, choose View > Graphical View. When the Graphical View TakeOff window was the last viewed, a message displays allowing you to align the drawing. Align Drawing QuickPen recommends that you align the drawing when you first open the Graphical View TakeOff window. HINT Aligning the drawing ensures proper communication between the drawing and AutoBid Mechanical. 44 AutoBid SheetMetal JumpStart Guide

45 Graphical View TakeOff When the prompt displays, follow the on-screen instructions to complete drawing alignment. AutoBid SheetMetal JumpStart Guide 45

46 Graphical View TakeOff Verification Before you begin processing your TakeOff, verify or set the following data. Scale: 1/4 Drawing: M-1 System: Supply Pressure: 2" W.G. Trt In: <None> Trt Out: <None> Rct. Liner: None Insulate: <None> 46 AutoBid SheetMetal JumpStart Guide

47 Graphical View TakeOff Structure: Bar Joists Hanger: Off You are now ready to start taking off the drawing. AutoBid SheetMetal JumpStart Guide 47

48 Graphical View TakeOff Take Off Drawing Once your drawing is properly aligned and the TouchMenu is oriented, you can begin to take off the drawing. In Graphical View mode, duct is taken off from a starting point and then through the run. For example, if you are taking off a run of 36" x 24" duct in the galvanized SMACNA low pressure Specification Schedule, you select the System and AutoBid SheetMetal has all of the information necessary (duct and fittings). You can then proceed through the drawing in a sequential manner: Take off duct, 36"x 24", starting at this point and going to the next point. 1. On the TouchMenu, touch 1 the Duct Rectangular icon. On your screen, a window displays prompting you for the duct dimensions. 2. On the TouchMenu, touch and then. Note: For this exercise, disregard Start with item elevation Your window should display as in the graphic below. 3. On the drawing, touch the points labeled 1, 2, 3, 4, and Touch commands are accomplished by using a TouchPen and touching points on a drawing or plastic menu situated on a digitizer board. 48 AutoBid SheetMetal JumpStart Guide

49 Graphical View TakeOff 4. Touch on the TouchMenu. The window below opens. 5. Touch OK. HINT AutoBid SheetMetal creates an on-screen drawing using the points touched on the drawing. Points in the on-screen drawing may be different colors. For example, the mark at point 2 on the monitor screen represents a WarmSpot; points 3 and 4 are HotSpots; point 5 is a CoolSpot. See page 52 for a detailed explanation. 6. On the TouchMenu, touch. A Start From window opens indicating Start From using: Touch again. The Start From window changes to Start From using: 12x Touch the branch that starts at point 3 and then touch the hand damper at point Touch Symbols on the TouchMenu. AutoBid SheetMetal JumpStart Guide 49

50 Graphical View TakeOff 10. Touch the down arrow on the right side of the TouchMenu until HD1[Rect] is highlighted. On the TouchMenu, touch OK. 11. A Line # window opens showing HD1 [Rect] with 12x12 dimensions. Touch OK. 50 AutoBid SheetMetal JumpStart Guide

51 12. Touch point 7, then touch Enter. Graphical View TakeOff 13. Repeat steps 6 through 13 for the branch from point 4 to point 9. All fittings are generated automatically. There is no need for you to take them off individually. The Hot Spots at points 3 and 4 were also automatically changed to Warm Spots when the increased area taps were generated. AutoBid SheetMetal JumpStart Guide 51

52 Graphical View TakeOff HotSpots, WarmSpots, and CoolSpots These spots are used in the Graphical View to indicate an item taken off in the duct run. HotSpot A mark in the duct run that indicates you have touched a place in the run, but did not change direction, elevation, or size. By default, a hotspot is placed at the end of a run in Graphical View takeoff. WarmSpot A fitting generated automatically by the program. CoolSpot Selecting a fitting from a menu changes a HotSpot or WarmSpot to a CoolSpot. 52 AutoBid SheetMetal JumpStart Guide

53 Graphical View TakeOff Audit Trail At this point, you should review the audit trail to verify your takeoff. Review To better view the Audit Trail, choose View > Audit Trail View Window. This opens an expanded view of the audit trail in the Audit Trail View view. Your audit trail will look similar to the graphic below, allowing for different digitizer pen touch points: Print the Audit Trail You may want to print the audit trail so that you can more easily verify the results in the reports that you need. 1. Go to File > Print. 2. Verify that All Lines is selected 3. Click Print. AutoBid SheetMetal JumpStart Guide 53

54 Graphical View TakeOff You are now ready to generate reports to complete the estimate. Close the TakeOff window by selecting File > Exit or click on the in the upper corner of the window. Conclusion HINT When closing the TakeOff window, you may get a message asking if you want to save or discard changes. For purposes of this exercise, select the option to save your changes. You have now learned the basics of the AutoBid SheetMetal estimating system. Setting up projects Taking off duct runs. The next chapter covers creating reports. 54 AutoBid SheetMetal JumpStart Guide

55 Chapter 6 Reports In AutoBid SheetMetal, the actual bid is created by generating reports from TakeOff data. This chapter covers the procedures for creating reports based on the Graphical Bid project from the previous chapter. AutoBid SheetMetal JumpStart Guide 55

56 Reports Calculations All reports are generated in the Bid Administrator from the TakeOff and Reports tab. When you close TakeOff, you are automatically brought to this tab. If you are not on this tab, click on it. Calculate Project 1. On the TakeOff and Reports tab, click on the Calculations button. 2. Verify that the By Pound (& Piece) Labor Book is selected. 3. Verify that the Wage Table you want to use is selected. 4. Click. 5. Before you close the window, carefully review the data contained on each tab. See page 58 for more information. 56 AutoBid SheetMetal JumpStart Guide

57 Reports Calculation Tabs The Notes tab in the Calculations window displays informational messages that explain different aspects of the calculation methods used. Parameters you select in the Calculations window, such as Wage Table and Labor Book display in this window. Other information, such as data entered when you set up the job, as well as factors and information obtained from AutoBid SheetMetal Global Data Administrator are displayed on the Notes tab if they impact calculation methods. Notes are informational and do not require any action. The Errors, Warnings and Hints tab is located in both the Calculations window and the Calculation Log. This tab reports potential problems that impact calculations, such as labor tables that have not been properly completed. Errors, Warnings & Hints tab AutoBid SheetMetal JumpStart Guide 57

58 Reports Calculation Messages Hints Hints are informational messages. Although calculations have been performed for an Audit Trail line, the item requires examination. For example, the Calculations program has skipped a HotSpot. A hint is issued advising you to examine the line so you can decide how the Hotspot should be handled. Warnings Warnings detail items for which calculations have been completed; however, the accuracy of the calculation results is in question. Warnings should be examined to determine whether or not action is required. Errors Errors indicate that calculations could not be completed for an item. Errors are usually displayed due to missing information, such as undefined labor. If you receive an error message, you must locate the problem and correct the cause of the problem. Calculations cannot be completed until the error is resolved. Action Required All errors, warnings and hints should be investigated. Errors must be corrected along with warnings or hints that require action. Each warning or error provides details about why the message was generated. Read the message carefully, then go to the TakeOff Audit Trail to locate the specific item detailed in the message. Make the appropriate adjustments in TakeOff, or in AutoBid SheetMetal Global Data Administrator to correct the problem. Once this is done, calculations must be run again. 58 AutoBid SheetMetal JumpStart Guide

59 Reports Completion/General Information You have completed the calculations for the takeoff and are now ready to run reports. AutoBid SheetMetal offers additional features such as the Quote Manager, Subcontractors Worksheet and the G&A Costs Worksheet. For this exercise, these features will not be used. When you attend our training classes, detailed instructions are provided on using these features in conjunction with your bid. AutoBid SheetMetal JumpStart Guide 59

60 Reports Generate/Print Reports AutoBid SheetMetal provides several reports that allow you to analyze the data from TakeOff. For purposes of this exercise, only the Recaps Report will be generated. Recap Report The Recap Report includes all the details of your TakeOff including material and labor cost, weight of duct, quantities of items used and additional information. Because the Recap Report contains detailed information from Graphical View TakeOff, it is a lengthy report. 1. On the TakeOff & Reports tab, click Reports. The Report Manager: Graphical Bid window opens. 2. Click Full Recaps. 60 AutoBid SheetMetal JumpStart Guide

61 Reports 3. Make sure the Non-metric and Screen options are selected. 4. Choose Run. The Recap Report displays on-screen. Print Recaps Report You can review the data on-screen and then print the report for further review. 1. Click on the icon. OR Choose File > Print. 2. Close the Report Viewer by clicking on the in the upper right corner of the window. OR Choose File > Exit. Close all the report windows. Additional reports available within the estimating system will be covered in detail during the AutoBid SheetMetal resident class in our training facility. Conclusion You have now learned the basics of the AutoBid SheetMetal estimating system. Project Setup TakeOff Reports AutoBid SheetMetal JumpStart Guide 61

62 Reports If you have not already done so, we recommend that you contact our Training Coordinator at (800) to get more information or to register for our AutoBid SheetMetal class offerings. Evaluation The next chapter includes a self-test that you can complete. This section will help you determine how well you understand the basics of AutoBid SheetMetal. Although not required, we strongly suggest that you complete the evaluation. This can be done as many times as you feel necessary until you are comfortable with the system. 62 AutoBid SheetMetal JumpStart Guide

63 Appendix "Evaluation" "Terminology" "Practice Drawing" The Appendix section includes an evaluation which will help you review the topics covered in this Guide, as well as a brief list of terms used throughout the written documentation. AutoBid SheetMetal JumpStart Guide 63

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65 Appendix A Evaluation 1. You can open a Windows-based program using which of the following methods? a. Clicking in the taskbar. b. Clicking the right mouse button on an icon, then selecting Open from the menu. c. Double-clicking an icon. d. Both B and C. 2. The three buttons at the top right corner of a Windows display allow you to: a. Maximize a window. b. Close a program. c. Minimize a window. d. All of the above. 3. AutoBid SheetMetal data is stored in a: a. Workstation b. Client/Stand-Alone c. DataServer 4. The contains master information. a. Global Data Administrator b. DataServer c. Bid Administrator AutoBid SheetMetal JumpStart Guide 65

66 5. Selecting the Bid Administrator button while in the Global Data Administrator screen: a. Closes the Global Data Administrator and opens the Bid Administrator. b. Returns the program to the Bid Administrator. c. Opens a list of bids. d. Opens the Bid Administrator and leaves the Global Data Administrator running. 6. Collections of parts and components are located in? a. Libraries b. Definitions c. Ductwork d. Labor Standards e. Company Settings 7. Calculations are located on which tab in the Bid Administrator? a. Project Data b. TakeOff & Reports c. Worksheets d. Final Estimate 66 AutoBid SheetMetal JumpStart Guide

67 8. This field entry is required when setting up a project and it must be unique. a. Bid ID b. Project Name c. Project Type d. All of the above 9. Construction Standards are created in the Global Data Administrator. However, in individual projects, they are tied to: a. Systems b. Project Setup c. Ductwork d. Specification Schedule 10. Before you can open the Bid Administrator or Global Data Administrator, the must be running. a. Utilities module b. DataServer 11. When the Graphical TakeOff window opens for the first time in a project, the program prompts you to: a. Orient the TouchMenu. b. Align the drawing. c. Name a drawing. d. Enter a Bid ID. 12. A spot on the screen where you have changed direction is indicated by a: a. HotSpot b. CoolSpot AutoBid SheetMetal JumpStart Guide 67

68 c. WarmSpot d. Letter designation 13. From the Graphical TakeOff window, you can better view the audit trail by selecting: a. View > Graphical Window b. View > Non-Graphical Window c. File > Reload Audit Trail d. None of the above. 14. Before printing a report, you must first: a. Run calculations. b. Complete the Quote Manager. c. Set zones to line numbers. d. None of the above. 68 AutoBid SheetMetal JumpStart Guide

69 Answer Key The following provides answers to the Evaluation questions. We provide these to give you a quick way to check the accuracy of your answers. If you did not accurately answer the questions pertaining to AutoBid SheetMetal, you might want to go back and review the procedure for additional information. Note: We have included some basic Windows commands that may not be covered in this Guide. 1. D 2. D 3. C (see page 10) 4. A (see page 10) 5. D (see page 18) 6. B (see page 21) 7. B (see page 25) 8. A (see page 31) 9. D (see page 40) 10. B (see page 15) 11. B (see page 44) 12. C (see page 52) 13. B (see page 53) 14. A (see page 56) AutoBid SheetMetal JumpStart Guide 69

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71 Appendix B Terminology Windows Terminology Button Click An area of a display that can be selected by clicking with a mouse. Using a Mouse to select an item or button. Desktop The opening display in a graphical software program such as Microsoft Windows. Double-click To make a selection on the display by clicking the left mouse button twice in rapid succession. Drag-and-Drop To move an item to another location by clicking the item and then dragging to another location, such as a different folder. Drill To select a table or display by selecting successive displays, usually by clicking an ellipsis or or plus sign. Ellipsis [button] The button in a software window that, when selected, displays a list of choices that often can be edited. AutoBid SheetMetal JumpStart Guide 71

72 Folder An organizational segment of a computer operating system; folders may contain files or other folders. Highlight To indicate a file, folder, text, or some other displayed item by selecting it (typically) with the left mouse button; when highlighted, the item changes color to contrast with non-highlighted items. Icon A symbol on the desktop or in a folder that represents a file or program. List A list of choices in a program; the picklist is typically displayed by clicking a button containing a downward-pointing triangle. Menu A list of commands or software selections. Mouse-click, Click [left-click] To make a selection on the display by clicking the left mouse button one time. Right-click To display a context-sensitive shortcut menu by clicking the right mouse button one time. Scroll bar A vertical or horizontal bar on the left side or along the bottom of a window that contains a scroll box. Clicking then dragging the scroll box or scroll arrow displays other items that were not visible because the information is outside the window. 72 AutoBid SheetMetal JumpStart Guide

73 Taskbar The bar, usually along the bottom of the desktop, that shows which programs or files are open and accessible to the user. Toolbar A bar that provides easy mouse access to popular features in the program. Tree A graphical display of folders and files. AutoBid SheetMetal JumpStart Guide 73

74 AutoBid SheetMetal Terminology Audit Trail The table of items taken off in a bid; the audit trail displays the names of the items, sizes, quantities, and other information. Bid-specific Applying only to a specific job; not available to other jobs. Definition A collection of library items. Examples include duct connectors, duct reinforcement and hangers. Flag A letter or symbol in a line of the audit trail that indicates information about that line. For example, an "H" flag indicates that hangers are turned on for that line of takeoff. Master Applying to all jobs; available to all jobs. 74 AutoBid SheetMetal JumpStart Guide

75 Appendix C Default Login To open AutoBid SheetMetal the first time, enter the following information in the Login screen. Note: Your System Administrator may have changed the default after installation. If you are unable to access AutoBid SheetMetal, contact your IT professional first to detemine if this is the case. If you still experience issues, contact QuickPen Techical Support at (800) for assistance. Login name admin Password admin HINT Your Windows login name may display in the Login name field. With your mouse, highlight the entire field and type in the Login name specified in this step. AutoBid SheetMetal JumpStart Guide 75

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77 Appendix D Practice Drawing The drawing used in the instructions beginning on page 42 is included in this Appendix. AutoBid SheetMetal JumpStart Guide 77

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79 End Cap 5 Hand Damper Hand Damper 12" x 12" 36" x 24" QuickPen International JP 05/08/02 AutoBid SheetMetal 1/4"=1'