Vico Office R3.0 Help

Transcription

1 1 Vico Office R3.0 Help User guide

2 2 Contents

3 3 Vico Office R3.0 Help Revision 1

4 4 Vico Office Introduction Welcome to Vico Office, Vico's integrated Virtual Construction environment. The Vico Office Suite consists of a core module and a set of discipline-specific application modules. Each Vico Office application shares access to the same, integrated, project database, which ensures that a change in one place is reflected everywhere. The User Interface across all modules is consistent, predictable, and highly visual. As a result users can quickly learn and use the system, moreover they retain their knowledge over extended periods of non-use. The Vico Office Environment supports the varied disciplines involved in the planning and management of complex building construction projects. And it supports them at a number of contextual levels that vary according to the user, the project phase, and the task at hand. These levels are called Explore, Plan, Control, and Manage. So whether you are a cost planner working on a schematic-phase estimate, or a project engineer re-forecasting the schedule midway through construction, the Vico Office Environment delivers the right tools in the right context at the right time. The Vico Office Suite is comprised of applications, or modules, that address specific disciplines or areas of interest across the project team. With the Vico Office Client as platform, Vico Office R3 contains the Takeoff Manager, Cost Planner, Cost Explorer, Constructability Manager, LBS Manager, Schedule Planner and 4D Manager modules. The Vico Office Client is the central access point for models and model information. From here the user

5 creates a project, manages the versions of published models coming into that project, performs reporting, and accomplishes viewing, navigation, and other filtering/selection. The Vico Office Client also contains read-only views for Cost Planner and Constructability Manager. Vico Takeoff Manager performs automated quantity takeoff from the model. The user creates takeoff items, visually verifies model elements included in the quantities, and manually subtracts or adds model elements in quantity calculations. Vico Cost Planner provides integrated cost calculation functionality in the Vico Office environment. Takeoff Items, both manual and model-based, can be used as quantity input in the n-tiered cost calculation spreadsheet. Changes between cost plan versions can be analyzed in Vico Cost Explorer, which graphically presents the cost breakdown structure and uses colors to indicate the status of groups of cost. Published models can be checked for constructability issues in Vico Constructability Manager. This module provides clash detection, constructability workflow and markup functionality. The current status of a project's construcability review work can be published by generating a constructability report that contains all recorded construcability issues with the report editor. Vico LBS Manager provides the tools that let users define a location structure, consisting of any combination of floors and zones, in their Vico Office project. The defined location structure has no relation with the locations that were defined in the authoring BIM application, which makes it possible to define and maintain a uniform location structure for all project information published to the Vico Office Project. Vico Schedule Planner introduces the integrated location-based quantity and cost to schedule connection in Vico Office. Using Vico Schedule Planner, users can integrate model-based quantity takeoff information from Vico Takeoff Manager with resource quantities from Vico Cost Planner and project locations from Vico LBS Manager. Schedules created with Schedule Planner are quantity and location-based and optimized for continuous flow and minimized risk using Flowline technology. 4D Manager lets users define 4D simulations, using the schedule, cost and model information created with Takeoff Manager, Cost Planner and Schedule Planner. 5

6 6 Vico Office Workflow The basic Vico Office R3 workflow consists of 15 steps, starting at creation of a project and ending with reporting. Create a project in the My Dashboard view. Define settings for the project, including units of measurement in the Project Settings. Open one or more models in Revit, ArchiCAD or Tekla and publish to the Vico Office project, or import files into Vico Office. Activate a version of published models, specify Takeoff Item creation Rules and let Office calculate element quantities in Model Manager. Detect and process clashes and constructability issues with Constructability Manager. Analyze quantity takeoff per Takeoff Item, create new Takeoff Items and (re)assign model elements in the Takeoff Model view set. Check and enter quantities per model Location in the Manage Takeoff view. Calculate project resource quantities and cost with Takeoff Items for quantity input and References for standard content in the Plan Cost view set. Define Tags for cost estimating content in the project for sorting and filtering purposes. Analyze cost status and compare against project targets in the Explore Cost view. Define floors, zones and optimized location breakdown structures per trade with LBS Manager. Define tasks and schedule logic, assign crews and optimize the schedule with Schedule Planner. Compare versions of the project to previous versions or other projects with Compare & Update.

7 7 Import data from project data sources such as cost plans, quantity takeoffs and targets using Excel spreadsheet files in Excel Import. Use the extracted quantities, created cost plan(s) and detected constructability issues to generate reports for project or project by Location in the Report Editor.

8 8 Office User Interface Vico Office's User Interface is generally divided into four major components. This includes the Workflow Panel from which an action based View or Viewset can be accessed to perform the action implied work. Each View or Viewset in turn will be complimented with its own Ribbon menu and or selected Palettes that will provide you with dedicated tools to perform the tasks at hand.

9 9 Main Office UI Components Ribbon All Workflow Items have context sensitive Ribbon menus for each of the Views activated in Viewsets. The active View prompts a set of tools and options intended for the selected tasks to be performed. Workflow Panel The Workflow Panel predefines the recommended sequence of the tasks that can be performed with the set of building information that is integrated in Vico Office. It is designed to provide guidance in the steps that you should take, starting with the definition of a new project and ending with the creation of a report. Each Vico Office Module will add a specific set of actions to the workflow panel.

10 10 View or Viewset When you select a Workflow Item, a dedicated View or a split screen combination Viewset is activated. You can work in the default view or choose to work in a custom multi-task viewset that lets you size, restructure, and view any combination of available views. Palettes A View or Viewset may have designated palettes available that will aid you to organize project information via filters and view properties of selected elements. The Filtering Palette contains the tools to filter the 3D View based on properties of the BIM Elements. The Properties Palette

11 displays the properties of the selected elements so that they can be analyzed and or edited. 11

12 12 Workflow Panel The Workflow Panel predefines the steps needed to work within the integrated Vico Office environment. The Workflow Panel is organized in similar task oriented sections: Workflow Groups. Each Workflow Group contains Workflow Items that open dedicated Views or View Sets. Each Vico Office Module provides a dedicated set of actions or Workflow Items targeted to help you perform your project objectives from cost and quantity analysis to control scheduling. When the required license is available on your system, you can right-click on the Workflow Panel header to select the Workflow Panel layout that best matches the task that you are working on.

13 13 The Vico Office Client Workflow Panel is activated when only the Vico Office Client module is selected. It contains all the actions necessary to define projects, combine BIM models, manage model versions and create reports. The Constructability Manager Workflow Panel contains workflow groups and items for constructability analysis of the activated project models. The Takeoff Manager Workflow Panel becomes available when the Takeoff Manager module is active, and contains the Workflow Items for visualization and analysis of model-based Takeoff Items and Takeoff Quantities, in addition to the Vico Office Client Workflow Items. The Cost Planner Planner Workflow Panel contains workflow items for quantity takeoff, cost exploring and cost calculation. The Cost Explorer Workflow Panel contains, on top of the Vico Office Client Workflow Items, views for Target Costing and Cost Comparisons. With the LBS Manager Workflow Panel, workflow items for defining Locations and Location Systems will appear. The Schedule Planner Workflow Panel contains the workflow items for creating and managing Tasks, and for planning the project schedule. The 4D Manager Workflow Panel is activated with the 4D Manager module and has workflow items for creation and playback of 4D simulations.

14 14 My Dashboard The Dashboard view lets you manage your projects, pack and unpack projects, and preview project information. You can think of the Dashboard as a project control center which allows you to easily switch between projects and project specific information available via the Workflow Panel. The information available in views, via all the Workflow Items is dependent on the currently opened project in your dashboard.

15 15 Dashboard UI New Project Select New Project to create and add a new project to the Vico Office database. When you create a new project, you can immediately share it with other project team members connected to the same database. At creation, the project will be available from the external BIM applications Tekla, ArchiCAD, and Revit.

16 16 Open Project When you select the Open button from the Project Dashboard you will be able to access the information of the selected project via the Workflow Items. After opening, available Models can be Activated and viewed in the Model Manager view. Detailed Takeoff data can be reviewed for the Active models in the Takeoff Manager view. Close Project Select the Close Project button to close out of the currently opened project in your Project Dashboard. You must close out of an opened project before you can open another project. Delete Project Select Delete to discard any of the existing projects in your Project Dashboard. Note that this operation cannot be undone. All stored project information will be permanently discarded from your database. Pack Project With the Pack function, Vico Office packs and stores the currently selected project with its active Database components into a compressed and portable file. You can use this method to create a file that can be saved to a portable disk or sent electronically; for example, to another team member or client who is working outside of the network. Unpack Project

17 17 You can open a packed project file by selecting the Unpack function. This function adds the packed project to your collection of projects in the Dashboard. This will then allow you to open and view the project information at the state that it had when it was backed up. Using Pack and Unpack, you can view stored project data in Vico Office for sharing, reference or backup purposes. Projects List All projects are listed and stored in the Project List. The currently opened project is shown with a green dot. License Server The License Server field indicates which computer is currently providing the license or licenses to use the selected Office Module or Modules. By default, the License Server is set to your own computer. You can click the Select Server button to select a computer in the network that hosts floating licenses for any Modules that you don't have a local license for. Server Name In the Database Server field, you can accept the default local server (your computer's name) or browse to select a computer in the network on which your company's Vico Office database will be stored. By default the server name is set to the name of your computer, since this is where the database is located that Office connects to after installation. Code The Code field allows you to assign a code to your project. Click on the field header to sort the projects based on values in this column. Project Name The Project Name field allows you to define a name for the selected project. Click on the field header to sort your projects alphabetically.

18 18 Type The Type field allows you to enter and assign a project 'type' to your project, to later help you sort and find similar projects. Click on the field header to sort the projects by this field. Created When you create a new project, a time and date stamp is automatically generated and displayed in the Created field as a historical record of your project. If desired, you can sort your project in your Dashboard by this property by clinking on the header. Last Edited A time and date stamp will automatically be generated in the Last Edited field each time the project is updated and modified. Project Image The Project Image area will display the Project Image uploaded in the Project Settings view.

19 19 > Creating a New Project How to Create a New Project: 1. To open a new project select the New Project button from the Ribbon or from the Dashboard View. 2. In the Project List area, a new project line will be added. You will first be prompted to type in the desired Project Name. After typing in the project name, Office will generate a time stamp in the Created and Last Edited fields. 3. You can then decide to type in the project Code and Type if desired. The Code fields will allow you to categorize your projects numerically while the Type field will allow you to sort similar projects. 4. With the project created in your Dashboard, you can then proceed to defining your project settings in the Define Settings workflow item.

20 20 > Packing and Unpacking How to Pack a Project: 1. To pack a project make sure to first select the desired project to be packed from the project list in the Dashboard. 2. Click on the Pack Project icon from the Dashboard Ribbon menu. 3. Office will present a standard window browser from which you can define a file name as well as specify a folder location for the project to be packed and saved. 4. After clinking Save, the packing process will begin. A 'Please wait while Vico Office is Packing the Project Data' message will appear and will be removed when your project has been successfully packed. How to Unpack a Project: 1. Select the Unpack Project icon from the Dashboard Ribbon menu.

21 21 2. Browse and select the file to unpack and click Open. 3. A message ' Please wait while Vico Office is Unpacking the Project Data' will appear and be removed when your project has been successfully unpacked. 4. Office stores the unpacked project in your database. After completion of this process, you can Open the project in the Dashboard view to access all the stored project data.

22 22 How to Change to a Network Database: > Selecting a Database Server 1. In the My Dashboard view, select the Server Name button to initiate the process of switching project databases from the default database created on your computer to another machine in your network. 2. In the Select Host dialog, select the radio button that corresponds to the Network Host. This will switch the database from a Local to a Network host location. Browse to the computer that contains to the database that you want to connect to. 3. You and your project team can now work off the same network location designated to store the latest project database and information.

23 23 > Selecting a License Server How to Select a License Server: 1. In the My Dashboard View, click on the Select Server button. 2. Office will open the Select Host dialog, in which you can select to use a Network Host to provide you with licenses. From the list of available computers that appears, select the computer that hosts the license server and click OK. 3. Vico Office will now check the License Server for available licenses for the module or modules that you activate in the Module Selector.

24 24 Define Settings When you select the Define Settings Workflow Item, Vico Office will open the Project Settings View. This View allows you to input and customize project information such as Project Details, Customer Information, and Units of Measurement. The Units of Measurement settings will be applied to Takeoff Quantities when a model is activated and Takeoff Items are generated. The units selected in in this View will then automatically be assigned to new Takeoff Quantities. All entered information in the Project Settings view is available for reporting purposes and lets you for example include a company logo in your reports.

25 25 Define Settings UI Project Code The Project Code field allows you to assign or edit a project code. Field data is the same as the Code field in the My Dashboard View. Project Name The Project Name field allows you to assign and or edit a project name. Field data is the same as the Project Name field in the My Dashboard View. Project Type The Project Type field allows you to assign or edit a project code with unlimited number or characters. Assigning a Project Type will help you to quickly find similar projects by sorting them

26 26 in the My Dashboard view based on this property. Project Address The Project Address field allows you to enter address information in the given text box and can be used for reporting purposes later. Company Logo Insert your Company Logo. Use the browse button to find and select a company image to be associated with the project. You can include the inserted logo in your reports later. Company In the Company text box, you can enter your client's company name. Contact Type in the Client's primary personal contact name in the given Contact text box. Type in the address of the primary project contact in the given text box. Address Type in the mailing Address of the primary Contact in the given text box. System The System pulldown menu lets you choose the preferred units of measurement that you plan to implement to all your Takeoff Quantities. You can choose between the Imperial or Metric system. The available options for Length, Area and Volume will be adjusted based on this selection. The Takeoff Manager view will adjust all quantity units according to your unit selection made in this field. If no units are selected, Imperial units will be applied by default. Length

27 27 The Length unit pulldown menu lets you choose the preferred length units you plan to implement throughout your Takeoff quantities. The Takeoff Manager view will adjust all Length quantities according to the unit selection made in this field. If no units are selected, the default Imperial Length units (feet and fractional inches) will be applied to all Takeoff Quantities. Area The Area unit pulldown menu lets you choose the preferred area units you plan to implement throughout your Takeoff quantities. The Takeoff Manager view will adjust all Area quantities according to the unit selection made in this field. If no units are selected, the default Area units (Square Feet) will be applied to all Takeoff Quantities. Volume The Volume unit pulldown menu allows you to choose the preferred volume units you plan to implement throughout your Takeoff Quantities. The Takeoff Manager view will adjust all Volume quantities according to the unit selection made in this field. If no units are selected, the default Volume units (Cubic Yards) will be applied to all model geometry and calculations. Color Scheme Color Schemes are used to easily recognize project and Reference information in the User Interface. Select the color scheme for the project from the selection dropdown. Project Server A default Reference for a project can be selected from any Vico Office database. Specify the

28 computer (Server) with the database that contains Reference information you want to use here. By default, the server is set to the local computer. 28 Reference Selection and Color Scheme The default Reference is the project, or set of standard data, that will be opened when you first open the Reference Browser or the Project and Reference viewset. A Reference can be any completed project or a project that contains standard cost information of your company (often referred to as 'Library'). Select any of the projects in the selected database server and specify a Color Scheme to easily recognize Reference data in the User Interface. Project Image Upload a Project Image that you would like to associate with the active project. The selected image will be presented in the My Dashboard View when you select the project in the Project List. Decimal Settings The Decimal Settings allow you to define the number of digits that you would like to see after the decimal symbol. You can specify this for quantity data, cost values, consumption values and measurements. See also the Defining Number of Decimals topic.

29 29 How to Define Units of Measurement: > Defining Units of Measurement Defining your Units of Measurement in the Project Settings view is a very important step that should be completed before the activation of the first project model in Office. 1. Select the Define Settings Workflow Item from the Project Workflow Group. 2. Under the Units of Measurement settings you can find four pulldown menus. The selection of the System determines which units are presented for Length, Area and Volume. Choose either 'Imperial' or 'Metric'. 3. Next, select the desired unit for Length, Area and Volume in the corresponding pulldown menus. Selections for the three dimensions determine which units will be used for Takeoff Quantities in Takeoff Items, presented in the Takeoff Manager Views. 4. After defining your preferred Units of Measurement, you can begin the process of Publishing and Activating Models. Note that the available Takeoff Quantities are specified per element type. To see the available TOQ's per element type, please refer to the Quantities and Units section. Note: The Units of Measurement can only be defined before activation of the first model in the project. Any changes after the first model activation will not affect any of the content in the project.

30 30 > Selecting a Reference How to select a Default Reference for your project Using a Reference is a powerful way to either reuse information from an earlier project, or to copy cost Assemblies and Components from a standard set of data. You can specify which project or standard dataset that you have in your database by specifying it from the Project Reference area in the Project Settings view. 1. Select the Define Settings Workflow Item from the Project Workflow Group. 2. Select the server that contains the database with the cost data you want to use. By default this is set to your own computer; click the Browse button to specify a location on the network. 3. Select a project from the list of projects that exist in the selected database from the Project Name combo. 4. Specify a Color Scheme, which will help you recognize Reference data in the user interface. The color scheme will be used in the Reference Browser and Project & Reference view set. Note: you can always select any other project from any other database to copy data to your current project after specifying the default Reference and while working on your project.

31 31 > Defining Number of Decimals How to define the number of digits after the decimal: With this setting, the number representation of the various types of numerical values in Vico Office can be defined. 1. Select the Define Settings Workflow Item from the Project Workflow Group. The activated view contains an area where number of decimals can be defined per type of numerical value: 2. Specify a number of digits for decimals for each of the numerical value types by clicking on the up or down arrows. Cost and quantity data will appear with the new settings when switching to a view that holds this type of information.

32 32 Edit Tags Tags are attributes of Cost Items (Components and Assemblies) and can be used for categorizing and filtering estimating content, as well as for storing properties that are needed in addition to the data fields that are standard available. Tags are not specific to any certain view, but find its most typical use in the Spreadsheet view, where they can be presented as desired in dedicated columns. Each Tag has a list of possible values and a default value, which can be defined in the Tag Editor. The Tag Editor contains a number of Tags and Tag Values that cannot be edited or removed, because they are required for Vico Office functionality. The 'Cost Type' Tag is an example - it is used for determining the default markup percentage for Components and is therefore part of the System Tag Category.

33 33 Edit Tags UI The Edit Tags view allows for editing existing (system) Tags and defining new Tags and Tag Values, which can be used to further specify Assemblies and Components in the Plan Cost viewset. New Category The New Category button adds a new category of Tags to the project. By default, one category is included in Vico Office, the System Category. This category contains all Tags that are used by Vico Office functions and cannot be deleted. New Tag

34 34 With the New Tag button, a new Tag can be added to the project. Tags can be assigned to cost estimating content (Assemblies and Components) and displayed in the 'Plan Cost' view as a column. Add Value Values are predefined entries that can be selected for Components and Assemblies. With the Add Value button, new values can be added to a Tag system. Delete Selected The Delete Selected button allows for removing a selected Category, Tag or Tag Value, except for the System Categories, Tags and Tag Values. Reference Project By selecting a Reference Project, Tags and Tag Values can be copied from another Vico Office project.

35 35 How to add a new Tag Category to your project > Defining a New Tag Category Tag Categories are used to organize the collection of Tags in your project. New Tag Categories can be created and edited at any time with the Tag Editor. The System Tag Category contains Tags that cannot be edited and/or removed because they are needed for Vico Office functionality. 1. Select the Edit Tags Workflow Item from the Content Planner Workflow Group. 2. Click the Add Category button to add a new Tag Category to your project. 3. Office adds the new Category and assigns a temporary name to it. Click on the Category to change its name. 4. You have now created a new, empty, Tag Category. Use the Add Tag function to start adding new Tags and Tag Values into the new Category.

36 36 > Defining a New Tag with Tag Values How to add a new Tag and define new Tag Values for it Tag Values are the variables that can be predefined for Tags, the attributes of information that exists in Vico Office. A Tag can have an unlimited number of predefined Tag Values, which can also be extended 'on the fly', by entering custom values in the Plan Cost view. 1. Start the Edit Tags view from the Content Planner Workflow Group. 2. Select the Category to which you would like add the new Tag. 3. Click on the Add Tag button - a new Tag will be added in the selected Category and a default name is assigned to it. 4. Click the new Tag to change its name. 5. Next, add the default set of values that you would like to have available to select from when defining the property of this Tag in your project. 6. Right-click and select Insert New Value from the Tag Editor Context Menu.

37 37 7. Office adds a new value to the list of predefined Tag Values for the selected Tag. Click on the Value Cell to specify a name for the new Tag Value. If desired, you also enter a Description for the new Tag Value. 8. Repeat these steps until your Tag contains all typical values that you would like to have available when assigning the property to your Office content.

38 38 How to define a hierarchical Tag structure > Defining Hierarchical Tag Structures Hierarchical Tag structures are very helpful for defining Tag Values for a Tag that has several layers of classification values, such as the Uniformat II or CSI Masterformat cost classification systems. Office supports the definition of these Tag Values through creation of Parent - Child relations between Tag Values, in which the Parent value is located on the higher hierarchy level and the Child value on the lower hierarchy level. 1. Start the Edit Tags view from the Content Planner Workflow Group. 2. Select the Category to which you would like add the new Tag. 3. Add new Tag ValueS on what will be level 1 of your tag structure, by clicking the Add Tag Value Button or right-clicking and selecting Insert New Value from the context menu. Also include a Description for the name of the defined classification code. 4. Next, right-click on a value and select Insert New Value as Child from the Context Menu.

39 39 5. Office inserts a new Tag Value inside the selected Tag Value. Click the new Tag Value to change its name. 6. Alternatively, you can click the Add Tag Value Button and enter in the Parent Cell the code of the Tag Value that you want the new Tag Value to be a child value of. Click on the Select Parent ( ) button to open the list of already defined Tag Values. 7. Working from level to level, nesting classification values with Parent - Child relations, you can define your hierarchical classification structure, which can later be used for sorting, filtering and comparison purposes.

40 40 > Specifying the Use of a Tag How to specify with which content a Tag can be used Office allows you to specify for which type of content a defined Tag should be available, to avoid seeing all Tags in your project in all selection interfaces. 1. In the Edit Tags view, select the Tag for which you want to define the use. 2. Office shows a Properties pop-up button next to the Tag definition. 3. Click the Properties button. 4. Office presents the Edit Tag dialog.

41 41 5. In the Apply to: section, select the content for which you want the selected Tag to be available. Selecting Components will make the Tag available as a Column in the Plan Cost spreadsheet view. Note: Target Costs, Tasks, Locations, Takeoff Items and Models are not Tag enabled, yet.

42 42 Publish to Vico The Publish to Vico process is a key part of the Vico Office workflow. The first step to publishing a BIM model into Vico Office is to open a Building Information Model in one the supported CAD applications: Autodesk Revit 2010 and 2011 (Architecture, MEP and Structure) Tekla Structures 15 and 16 ArchiCAD 13 and 14 Vico Constructor 2008 For each of the BIM applications, Vico Office will install an add-on. This add-on will introduce a Publish to Vico item to the applications' user interface. When selected, the Select Vico Office Project dialog will allow you to select the project and specific model location. After selecting the project and desired model location, the Publish to Vico Office progress bar will be presented. The Vico Add-On application extracts all model element geometry data and stores it in the Vico Office database. When the publishing process is completed, you can Activate the Model in the Model Manager Viewset. During the Model Activation process, an initial set of Takeoff Items and Takeoff Quantities will be generated based on model element geometry and properties stored in the project during the publish operation.

43 43 Publish to Vico Office UI Database Server The Database Server is by default set to the Vico Office database that is running on the user's computer. However, there is an option to publish to a project that is stored in a database that exists on another computer in the network. Click the browse button to specify that computer's name. Select Project The Select Project tree list arranges the selection options by projects and then by the existing models within a selected project. If no previous model exists under a specific project, you can choose the Add New Model option. In the event you would like to publish an updated version for an earlier published Model, first find and select the project and the Model from the selection tree. When you choose to perform an update of a previous Model and not a new Model publish, a version number will be assigned to the selected Model's name. The previous Model version will not be replaced, but a new Model version with the assigned number will appear in the Model

44 44 Manager when the publish process is completed.

45 45 How to Publish a Model into Vico Office: > Publishing a Model Condition: At least one project has been created in Office. If not, please refer to the Create a New Project example. 1. In your selected CAD application, select the Publish to Vico from the Vico Office add-on menu. Note: in Tekla Structures, the Publish to Vico function is started by pressing the <Ctrl> + <F> key combination to start the Component Catalog. In the Component Catalog, select the Plugins category and click on the VicoExportPlugin item that appears in the list. 2. The Select Vico Office Project dialog will be presented. If needed, Browse for the correct specify the Database Server in your network to which your project information should be published. In the Select a Project list, expand the Vico Office node to find your project. In the example below, only one project has been created thus far in Vico Office. Also note that only the Create a New Model option is available, because this is the first time that the model is published to Vico Office. Select the same Model if you would like to publish a new version of an earlier published Model! Select the Create a New Model so that its highlighted and click on the Publish button to begin the model publishing process. Vico Office will process and store the model information via the extraction of element geometry and properties.

46 46 3. The Exporting Model Information progress bar will notify you of the publishing status and will be removed when it was successful. 4. In the next step, you can proceed to Vico Office and Activate the published model in the Model Manager Viewset.

47 47 How to Publish an updated Model Version: > Publishing a Model Version You can update Model-Based project information in Vico Office by publishing a new version of a Model that you published to Vico Office before. When you choose to publish as a new version of an earlier published Model, the work that you performed with the Model by reassigning Elements to other Takeoff Items and manually overriding quantities, will be maintained. 1. In your selected CAD application, repeat the Publish to Vico operation from the Vico Office add-on menu. From the Select Vico Office Project dialog, find and select the project to which you want to publish the updated model version. Expanding the project node will reveal all existing models already published under that particular project. 2. Select the model to which you plan to update the quantities and geometry. Initiating the publishing operation of a new model version involves verifying unchanged model geometry while processing the changes and saving them to your database. 3. After the publishing process is complete, you can then open the Model Manager viewset to Activate and update the model version. An exclamation mark icon will be shown to indicate that a newer model version exists. By default the New Model Version indicator will be shown as long as the newest version is not active. Note that the new model versions will be sorted based on the original publish order, from the oldest to the newest.

48 48 Manage Models The Manage Models workflow item opens the Model Manager Viewset. There are three main steps in the model management process: 1. Publish to Vico your model from one of the three supported BIM applications Constructor, Revit or Tekla. 2. In Vico Office's Model Manager view, you can view a list of published models currently available for the opened project. Activate the models or model versions. 3. Specify the Takeoff Item creation rules. The model activation process means that Takeoff Items are created based on the properties selected in step 3. For every created Takeoff Item, Vico's quantity extraction algorithms are executed to analyze the geometry and to extract the appropriate element quantities, which results in a set of Takeoff Quantities per Takeoff Item. The available properties for the Takeoff Item creation rules vary per application; please see the ArchiCAD Model Activation, Revit Model Activation, and Tekla Model Activation sections for more information in regards to the specific TOI creation rules.

49 49 Model Manager UI Model All Models that are published to Vico Office are presented in the Model Manager view. The Model takes the CAD file name in Office when published for the first time; a BIM Application Indicator reflects the source application of the Model. Each time an update for the same Model is Published to Vico Office, a new version will be added to the Model. The Active column reflects wheter a Model and/or Model Version is active. Models can be removed from the quantity takeoff by Deactivating the model. This will remove the model from both the 3D View and from the Takeoff calculations. Model Version Every time you 'Publish to Vico Office' from the same model (or from a different Model but to the same Model in Office), a new Model Version will be added to the Model under the same name.

50 50 The new model version will be named with the following structure: version 'n' Model name (which is based on the CAD file name). The 'n' will reflect the version number, based on the model publishing order. Only one Model Version can be active at a time for each model. Activate Model The Activate Model option can be accessed from the ribbon menu or from the right click context menu. Applying this option to the selected model version will activate the currently selected model version and deactivate the previously active model version if applicable. When the model is activated the active model version will be displayed in the adjoining 3D view. Deactivate Model The Deactivate Model option can be accessed from the ribbon menu or from the right-click context menu. Click on Deactivate Model to remove the active status of an active Model Version. By deactivating a Model, the Model will be removed from the 3D View. Related Takeoff Item and Takeoff Quantity information will also be removed from the Takeoff View. Create Takeoff Items With the Create Takeoff Items function, you can automatically create new Takeoff Items for the project based on property based rules that you define in the Takeoff Creation Settings dialog. You can choose to create new Takeoff Items for all Elements in the Model, or only for those that are currently not assigned to any Takeoff Item (and thus not contributing to the Quantity Takeoff of the project). Importers

51 51 Models created in CAD-Duct, SketchUp, AutoCAD (3D) or any other BIM tool that can save IFC files can be imported into Vico Office using the applicable Importer. CAD-Duct files are imported through IFCxml files created from CAD-Duct using the IFCe command from the CAD-Duct command line. New Model Version Indicator The New Model Version Indicator is presented in the model column as a yellow exclamation mark icon. The indicator notifies you that a newer Model Version exists for the indicated Model. The New Model Version Indicator icon will disappear once the latest model version is activated. Status Indicator The Status Indicator displays a green check mark when a model and its model version are active in the 3D view and Takeoff. There are four status modes that can be read from this column, with four corresponding status icons: Empty cell the Version was never activated Green Check Mark an active Version Grey Check Mark a Version which was deactivated Yellow Check Mark the Version of the Model that was last deactivated BIM Application Indicator

52 52 The BIM Application Indicator is an icon that is presented as a Model property to reflect the model's CAD model source application.

53 53 > Activating a Model How to Activate a Model: 1. After successfully publishing a model to Vico Office, you can start using this published model for your project. To do this, first openthe corresponding project in your Dashboard and then make sure you defined the Units of Measurement in the Project Settings view. 2. Next, open the Model Manager Viewset with the Manage Models Workflow Item in the Model Management Workflow Group. 3. Find and select the Model and Model Version from the list of available Models in Models Manager. Select the plus icon to reveal previously published model versions. Hover over and select the desired Model Version to activate. The selected model version will be indicated by an orange cell to the far left. Right-click and select the Activate option from the context menu or select the Activate icon from the Ribbon. The Activation is a two step process that is also dependent on you defining the Takeoff rules needed to generate the Takeoff Items based on CAD Model specific information defined in ArchiCAD, Revit, and Tekla. Step 1:

54 54 Step 2: 4. After selecting the desired Takeoff Item rules, the Model activation is completed when the published Model Version is shown the 3D View and the Active column in the Model Manager displays a green checkmark. In Takeoff Manager, the Takeoff Items and Takeoff Quantity

55 information associated with the active model version will then be available for quantity takeoff calculations. 55

56 56 > Deactivating a Model How to Deactivate a Model: 1. Select an Active model or model version. The selected model or model version will be indicated by an orange cell to the far left. 2. Right-click and select Deactivate from the context menu or click on the Deactivate button in the Ribbon. 3. Upon selecting the Deactivate function, a warning dialog will be prompted. Deactivating a model or version will remove the quantities from the Takeoff Items and the Takeoff Quantities. Click either the Deactivate button to continue or select Cancel to terminate the deactivation process. If you choose to continue, Office will present a 'Deactivating Model' progress dialog. 4. When the the deactivation process is completed, the Active Model Version checkmark is replaced with a grey checkmark. This indicates that the Elements in the Model are no longer included in the current Takeoff.

57 The TOI's and TOQ's will always be available for restoration if you choose to reactivate the Model Version. The Yellow check mark will always be applied to the last activated version in a deactivated model. 57

58 58 > Importing a Model How to import a CAD-Duct, AutoCAD (3D), SketchUp or IFC file into Vico Office With a license for the any of the 4 Importers (CAD-Duct, AutoCAD, SketchUp and IFC) you can import BIM projects saved in the respective file formats into your Vico Office project. 1. Start the Manage Models Workflow Item and click on the applicable button in the Ribbon. 2. Select the desired model file and click the Open button in the Import File dialog. 3. Next, select Add New Model (or an existing model if the model was imported earlier), and click Import. The model is now added to your Vico Office project as if it were published from a BIM application. 4. When the import procedure is completed, a new model is added to the list of models in your project.

59 59 5. Right-click and select Activate to show the model in your project and to extract the quantities. Select the desired options for creation of the Takeoff Items, then click the Activate button. 6. The model is now active and ready for use in your Vico Office project.

60 60 ArchiCAD TOI Creation Settings UI Element Type Check this box if you want Takeoff Items to be created and sorted by ArchiCAD Element Type such as Wall, Column or Slab. Layer Check this box if you want Takeoff Items to be created and sorted based on Layer Names you defined in ArchiCAD. ID Check this box if you want Takeoff Items to be created and sorted based on assigned Element ID's. MEP System Property Check this box if you want MEP Takeoff Items to be sorted by the MEP System Property values you assigned to MEP elements. MEP Manufacturer and Model Check this box if you want the MEP Takeoff Items to be created and sorted based on MEP Manufacturing and Model property values that were assigned to MEP elements such as equipment and fixtures.

61 61 How to generate ArchiCAD based Takeoff Items: > Creating ArchiCAD TOI's 1. When Activating an ArchiCAD Model or Model Version in Vico Office, you will have the option to create Takeoff Items based on element properties defined in ArchiCAD. Selecting the Activate option from the context menu or from the Ribbon icon will invoke an ArchiCAD (or Constructor) specific Takeoff Item Creation dialog. From this dialog, you will be able to create Takeoff Items based on ArchiCAD properties. Specify the TOI creation settings by selecting from the available ArchiCAD element properties in the list. Your selected criteria information will be added to the Takeoff Item description field for sorting and filtering purposes. 2. The Apply settings to new and unassigned model elements only checkbox is selected by default, which means that you always have to remove it if desired. If unchecked, all the existing TOI's and TOQ's will be regrouped and renamed along with the new and unassigned model elements. The 'Apply settings to new and unassigned model elements only' checkbox is selected by default, which means that you always have to remove it if desired. If unchecked, all the existing TOI's and TOQ's will be regrouped and renamed along with the new and unassigned model elements. 3. The Import floor levels as Locations option is disabled by default. Selecting this option will bring the floor/level information from the ArchiCAD model into the Vico Office project as Floor Locations, including the elevation values. 4. Select the Activate button to begin the TOI creation process. A progress bar will be presented to indicate when the Takeoff Item creation process is complete. At which point you can switch to the

62 Takeoff workflow group to view the created or updated Takeoff Items and Takeoff Quantities. Takeoff Item Creation Settings Examples All available Takeoff Item creation properties are selected: WALL-A-Walls-001 (Element Type - Layer - ID) DUCT-M-Medgas-002-Medical Gas (Element Type - Layer - ID - System Property) One Takeoff Item Creation Setting is selected: WALL (Element Type) Domestic Water (MEP System Property) 62

63 63 Revit TOI Creation Settings UI Family Check this box if you want Takeoff Items to be created and sorted based on unique Family definitions. Family Type Check this box if you want Takeoff Items to be created and sorted by unique Family Types. Mark Values Check this box if you want Takeoff Items to be created and sorted based on unique Mark Values. MEP System Property The MEP System property is used to create unique Takeoff Items if it is available for an element. Typically, this property is available for all pipe, duct and cable elements. MEP Manufacturer and Model The MEP Manufacturer and Model property is generally available for all equipment and fixture elements and will result in unique Takeoff Items if selected.

64 64 How to create Revit based Takeoff Items: > Creating Revit TOI's 1. When Activating a Revit Model or Model Version in Vico Office, you can specify the Revit Element properties based on which Takeoff Items should be created. Selecting the Activate option from the context menu or from the Ribbon icon will invoke a Revit specific Takeoff Item Creation Settings dialog. From this dialog, you will be able to create Takeoff Items based on Revit specific properties. Specify the Takeoff Item creation settings by selecting from the available Revit element properties in the list. The properties you select will be used to create Takeoff Items; property values will be saved to the Takeoff Item description field for sorting and filtering purposes. 2. The Apply settings to new and unassigned model elements only checkbox is selected by default, which means that you have to remove it if desired. If you unselect the option, all the existing TOI's and TOQ's will be regrouped and renamed along with the new and unassigned model elements. Select the Activate button to begin the TOI creation process. A progress bar will be presented to indicate when the TOI creation is complete. At which point you can switch to the Takeoff workflow group to view the recently created or update TOI's and TOQ's. 3. The Import floor levels as Locations option is disabled by default. Selecting this option will bring the floor/level information from the Revit model into the Vico Office project as Floor Locations, including the elevation values.

65 65 Note: the TOI description column follows the following text syntax [<Family>-<Family Type><Mark>]. Takeoff Item Creation Settings Example with one property selected. Note that all the Takeoff Items are organized and listed in the description column based on the single Takeoff Item creation property which in this case would include all related Family type elements assigned to one TOI [<Family>]

66 66

67 67 Tekla TOI Creation Settings UI Class Check this box if you want Takeoff Items from the Tekla Model to be created and sorted based on unique Element Class property values.

68 68 How to create Tekla based Takeoff Items: > Creating Tekla TOI's 1. When you Activate a Tekla model or model version in Vico Office, you will have the option to create Takeoff Items based on the Class element property defined in Tekla. Selecting the Activate option from the context menu or with the Ribbon button will invoke a Tekla specific Takeoff Item Creation Settings dialog. From this dialog, you will be able to create Takeoff Items based on Tekla specific properties. If you select to use the Class property, it will be used to create and sort Takeoff Items. The Class name will be used in the description of the Takeoff Item. 2. The 'Apply settings to new and unassigned model elements only' checkbox is selected by default, which means that you have to remove it if desired. If you uselect the option, all the existing TOI's and TOQ's will be regrouped and renamed along with the new and unassigned model elements. Select the Activate button to begin the TOI creation process. A progress bar will be presented to indicate when the TOI creation is complete. At which point you can switch to the Takeoff workflow group to view the recently created or update TOI's and TOQ's.

69 69 Takeoff Model The Takeoff Model Viewset contains the 3D View and Mini TOM: a compact version of the Takeoff Manager View. This Takeoff Model Viewset allows you to verify Takeoff Items side by side with the 3D View. The model-based Takeoff Items listed in the Mini TOM are created from Model Manager by using the Create Takeoff Items function. In Takeoff Model, you can verify generated TOI element assignments and or reassign them into new Takeoff Items (TOI's) as desired. You can also create a new Takeoff Quantity (TOQ) and assign model geometry for automatic quantity takeoff. The reassigning of assigned and unassigned elements into new or existing TOI's is an interactive process between the Mini TOM view and the 3D View. Takeoff Item and Takeoff Quantity items can be created and selected in Mini TOM so that you can then use the Paint Mode in the 3D View to assign or reassign the model elements and geometry. The process of verification, assigning, and reassigning model elements and quantities in the 3D View can be greatly enhanced by the use of the Filtering Panel and Properties Palette. When you are satisfied with the the collection of TOI's and their assigned TOQ's, you can view a full breakdown of the all the TOI's and their quantities in the Takeoff Manager view. The quantity totals displayed by your projects location breakdown can subsequently be used to generate customizable quantity Reports.

70 70 Mini TOM UI New TOI Creating a New Takeoff Item (TOI) adds a new line item to the quantity takeoff. With the New takeoff Item selected, you can assign or re-assign Model Elements to it. When you select a Takeoff Item, Painting Mode is activated, which allows you to add or remove Elements to or from a selected TOI. Takeoff Manager dynamically adds or removes quantities from the original TOI and reassigns the quantities from one Takeoff Item to another. If desired, New Takeoff Items can also be used to account for manual Takeoff Quantities. New TOQ

71 71 Creating a New Takeoff Quantity (TOQ) adds a new line item to the Mini TOM spreadsheet under the selected TOI. Adding a New takeoff Quantity allows you to assign or reassign Model geometry for automatic quantity takeoff or enter manual quantity information. Assigning or removing geometry from a TOQ involves use of the Paint Brush. Add Note The Add Note option allows you to post a note regarding a particular TOQ or TOI. Notes will only be readable when the Mini TOM content is set to be displayed in Default Mode. Restore Quantities With the Restore Quantities functions, you can restore the Model-based quantities of a Takeoff Quantity that was edited by applying a manual override. Manual overrides are maintained when a Model is updated and the Restore Quantities function will let you go back to Model-based quantities. Delete Selected Select the Delete Selected button to remove the selected TOI or TOQ in the Mini TOM. Any removed items will no longer be shown in the Takeoff Manager view. Highlight Selected

72 72 The Highlight Selected option highlights the model geometry associated with the selected TOI or TOQ in contrast to the rest of the model. Isolate Selected The Isolate Selected option isolates the model geometry associated with the selected TOI or TOQ from the rest of the model. Unselected Translucent The Unselected Translucent mode shows all elements not associated with the currently selected TOI in the 3D View in translucent mode. Default Mode Selecting the Default Mode button from the ribbon menu will restore the original order of the Takeoff Items, including empty rows and notes that you may have inserted. Default Mode needs to be active to insert Notes. TOI Code The TOI Code field is left blank by default, so you can assign unique classification codes to your Takeoff Items as needed. TOI Description

73 73 The TOI Description field is defined automatically by the creation of Takeoff Items as specified in the Model Manager view where Elements are grouped based on the selected model element properties from the original CAD application. The TOI Description can be changed as needed inside Mini TOM and Takeoff Manager. Element Type The Element Type field is a pulldown menu with the collection of available Vico Office element types that you can assign to a TOI. From the selected element type, Office will determine which Takeoff Quantity properties need to be calculated for that element. View the available quantities available per element type in the Quantities and Units section of this help file. Quantity Field The Quantity Field indicates the name of the quantity that is being calculated in the value

74 column. Each Quantity has a unit and a value assigned. The group of selected quantities under a TOI is driven by the selected TOI Type. 74 Unit Field The Unit Field will show the appropriate units assigned to a quantity value. These units are derived from the selected preference Units of Measurement fields defined in the Project Settings view. Value Field The Value Field displays the total sum of a Takeoff Quantity. This is the sum of all the elements that are included within the Takeoff Item. If a value could not be calculated, a missing quantities exclamation mark icon will be displayed next to the missing quantity. In this case the TOQ will be displayed in red.

75 75 > Isolating, Highlighting, and Hiding 3D Elements from Mini TOM How to Isolate, Highlight, and Hide 3D elements from the Mini Takeoff Manager: Isolating 3D elements from the mini TOM allows you to verify the model elements and quantities in the 3D View. 1. Select a Takeoff Item from the mtom view. The selected TOI can be identified by the orange cell to the far left. 2. Right click on the selected Takeoff Item and select the Isolate option from the available context menu items.

76 76 3. In the 3D View, Office will display only those elements that are associated with the selected Takeoff Item. This is only a temporary state, meaning that as soon as the you select or switch to another TOI, the 3D view will reset. 4. To Highlight model elements, select he Highlight option from the context menu. This will show the elements highlighted yellow within the selected TOI.

77 77 5. If you want to view all model elements but the ones included in a selected TOI, you can select the Hide function from the context menu. This function will hide the included TOI elements from the rest of the Active model elements.

78 78

79 79 > Selecting Model Elements from Mini TOM How to select model elements from the Mini TOM view: 1. In Mini TOM select a Takeoff Item. Office should highlight elements that are associated with the selected Takeoff Item in yellow. The selected TOI can be identified in the Mini TOM view by the active orange cell in the far right. 2. Right-click on the selected Takeoff Item and choose 'Select Visible Assigned Elements' from the context menu.

80 80 3. Office will now change all assigned elements that were previously highlighted in yellow to red. This color change indicates that the selected elements in the model are now in selection Mode. 4. With selected elements, you can then open the Properties Palette to cycle through the collection of elements by clicking the arrow buttons on the Properties Palette. The Properties Palette will display the total number of elements in the selection set, but it will also let you view and manually edit quantity information of elements at an individual element level.

81 81

82 82 > Selecting Elements with Missing Quantities from Mini TOM How to Select Elements with Missing Quantities from the Mini TOM: 1. Select a Takeoff Item from the Mini TOM view which contains at least one missing quantity. The missing quantities are indicated by the exclamation mark icon outlined in red. Right-click on the selected Takeoff Item. From the context menu choose the 'Select Visible Elements with Missing Quantities' option. 2. Office will select all the visible elements with missing quantities. 3. After selecting the missing quantities elements, you can then use the Properties Palette to review individual element quantities in more detail. If needed, you can also choose to edit or input the missing quantities manually.

83 83 > Creating a New Takeoff Item How to Create a new TOI: Create a new Takeoff Item so that you can assign elements to a custom group as needed for cost or schedule calculation purposes. 1. From the Ribbon or Context menu select the Add New Takeoff Item button. 2. In an empty cell, the new TOI will be created. In the Code and Description fields you should name and classify the TOI as desired. In the Type field you can either predefine the model element type that you plan to add to the new TOI or simply start painting the elements in the 3D View with the painter tool. Using the painting method will automatically configure the Type field to the first type of element you paint. The selected TOI element type will then define which TOQ's should be applied and calculated to the newly grouped elements. 3. As you paint elements to assign them to the new TOI, the elements will either be subtracted from the unassigned element group or re-assigned from another TOI group.

84 84 > Removing Elements from a Takeoff Item How to change TOI Element Type to an Unassigned Element: An element was wrongly assigned to a Takeoff Item and should be removed from the currently selected Takeoff Item. 1. Select a Takeoff Item in Mini TOM. Office highlights all the elements that are currently associated with the TOI. 2. Identify the Element or Elements that should be removed from the TOI and move the cursor to the 3D Viewer. Office will change the cursor into the painting tool. With Painting Mode activated, click on the elements you would like to have removed from the selected TOI. 3. Office will no longer show the element as highlighted. This action indicates that the element is removed from the TOI and is then assigned to a pool of unassigned elements. 4. The unassigned elements can later be found using the Show Only Unassigned radio button in the filtering palette. Using this option, you can later filter for a specific set of unassigned model elements so that they can be reassigned into a new TOI's.

85 85

86 86 How to change TOI Type: > Assigning a Different Element Type to a Takeoff Item A wrong element Type is assigned to a TOI. Reassign those element calculations to a new TOI element type Classification. 1. Select the TOI in Mini TOM that contains the incorrectly assigned elements. Upon selection, Office should highlight associated elements in the 3D View. 2. Click on the Type Field pulldown menu for the selected TOI. From the list of known Office element Types, select the element type that you would like to associate with the selected TOI. 3. Office will attempt to calculate and replace the set of TOQ's with the new set of quantities. If any properties cannot be calculated, the incomplete icon for the TOQ's and for the TOI will be displayed. The missing TOQ calculations will also be displayed in red font.

87 87 Filtering Palette UI Filtering Palette The Filtering Palette provides you with tools to filter elements in the active models, based on Source Model, Location, Layer, Element Type, or Manual Selection. With filters defined, you can Choose to isolate, hide, or to view the Model Elements in translucent mode. You can also save filter sets for quicker reference and future use.

88 88 Show All or Only Unassigned Unassigned Elements are Model Elements that are not assigned to any TOI. Select the Show All radio button to apply filters to all Model Elements included in the current active models. Select the Show Only Unassigned to filter only those Model Elements that are currently not assigned to any TOI, and are thus not contributing to the quantity takeoff. Filter Types Takeoff Manager provides 5 types of Filters that you can use to define a focused view on the activated Models in your project. In the Model Filter, all active models will be shown in the Filter Check List. You can choose the model or the models that you would like to include or exclude from the 3D View. The Location Filter includes all the locations derived from your BIM projects. The Layer Filter includes the layers as imported from the CAD models. Note that Layers with the same Layer Name, derived from several models, will be presented as one item. Type Filtering provides a list of Element Types that were published from the CAD models. By selecting the Manual Filter you can manually select your elements from the 3D View by picking elements one-by-one or by using a cross window selection. To do this, activate Selection Mode first. If nothing is selected the list will be empty. After selecting elements in the 3D view you can click on the 'Add/Remove Selected' button to add the elements to the list. To remove all entities from the same type you can use the Delete icon in the list. Filter Check List The Filter Check List displays the available filter specific items in a check list format. Check and uncheck items want to include in the filter to support reassigning and verifying TOI's or TOQ's in the 3D Viewer.

89 89 Select All Choose the Select All button to automatically select all listed items currently shown in the Filter Check list. Selected list items are indicated by a green check mark. Deselect All Choosing the Deselect All button deselects all listed items currently shown in the Filter Check list. Deselected list items are indicated by the lack of a green check mark. Reset All Filters Reset All Filters removes all selections and will restore the full 3D Model View. Isolate Selected Choosing the Isolate Selected option isolates all elements that pass the active filters in the 3D Viewer. Hide Selected Hide Selected mode hides all elements that pass the defined filters in the 3D Viewer. Translucent Mode Choosing the Translucent Mode button displays all selected elements in the 3D Viewer that are

90 currently checked marked in the active filter or selected Filter Set in a translucent state compared to the rest of the model elements. 90 Filter Set Create a Filter Set by saving your defined filter set combinations. Type in the combo box a name for your Filter Set so that it can be stored. When you select a filter set or create new one, the name of the active set will be presented in the combo box. If you change the settings of a previously defined filter set, the combo box background will change to red and an icon will appear beside the name to emphasize that the current selection is not the same as defined in the active filter set. Save New Selecting the Save New button will let you save a new filter set. Define the desired filter parameters, assign it a name in the combo box and select Save New to have it added to your list filter sets. Update Select the Update button to update filter settings of a previously saved filter set. Apply Select the Apply button to activate the current filter definitions.

91 91 > Applying an 'All Unassigned Elements' Filter How to Apply an All Unassigned Elements Filter: Condition: Model Elements can be 'free floating'. This means that if elements are removed from a Takeoff Item they are not assigned to any TOI until you assign to another TOI. You can use the Filtering Palette to identify which elements are currently unassigned in the project. 1. Click on the Filtering Palette tab in the 3D View window. Office will open the Filtering Palette. 2. Select the 'Show Unassigned Elements Only' radio button option to only display elements that are currently not associated with any Takeoff Item. 3. Next, click on the Apply button to activate the filter. Office will isolate all unassigned elements in the project in the 3D View.

92 92 > Applying a Model Filter How to Apply a Model Filter: 1. Click on the Filtering Palette tab in the 3D View window. Office will open the Filtering Palette 2. From the five filtering categories in the panel Side menu bar, select the Model Filter button to activate the available model Filter Check List. 3. In the available filter list, you will be presented with the list of the currently Activated models in the project. 4. If you would like to only view the model elements for one particular model, simply select along side one of the model or models that you would like view. A green checkmark will be placed as an indicator of your selection. 5. Next, if you select the Apply bottom from the bottom of the Filtering Panel (after selecting one of the 3 filter modes, isolate, hide or translucent) you will see instant feedback of your selections in the 3D view. Only the selected or green checked models in the Filter Check List will be shown and available for work in the Model Manager viewset. You can always choose to change to a saved Filter Set or to Reset All Filters and the models to their original status. Note: The 'Select All Elements with Missing Quantities' command in the TOI/TOQ Context Menu will override the current filter set.

93 93 > Applying a Location Filter How to Apply a Location Filter: 1. Click on the Filtering Palette tab in the 3D View window. Office will open the Filtering Palette. 2. From the five filtering categories in the panel Side menu bar, select the Location Filter button to activate the available Filter Check List. 3. In the available filter list, you will be presented with a list of the project stories or levels. These Locations were defined and derived from the original modeling application. 4. If you would like to only view the model elements that belong to that one particular Location or a combination of Locations, simply select along side the listed locations that you would like view. A green checkmark will then be placed as an indicator of your selection. 5. Next, if you select the Apply bottom from the bottom of the Filtering Panel (after selecting the desired filtering mode, isolate, hide or translucent), you will see instant feedback of your selections in the 3D view. Only the elements within the selected or green checked project Locations in the Filter Check List will be shown and available for work in the Model Manager viewset. You can always choose to change to a saved Filter Set or to Reset All Filters so that all models return to their original status. Note: The 'Select All Elements with Missing Quantities' command in the TOI/TOQ Context Menu will override the current filter set.

94 94 > Applying a Layer Filter How to Apply a Layer Filter: 1. Click on the Filtering Palette tab in the 3D View window. Office will open the Filtering Palette. 2. From the five filtering categories in the panel Side menu bar, select the Layer Filter button to activate the available Filter Check List options. 3. In the available filter list, you will be presented with a list of Layers which were defined and derived from the original modeling application. 4. If you would like to only view the model elements that belong to that one particular layer or a combination of layers, simply select along side the listed layer names that you would like view. A green checkmark will then be placed as an indicator of your selection. 5. Next, if you select the Apply bottom from the bottom of the Filtering Panel (after selecting the desired filtering mode, isolate, hide or translucent), you will see instant feedback of your selections in the 3D view. Only the elements within the selected or green checked layer in the Filter Check List should be shown and available for work in the Model Manager viewset. You can always choose to change to a saved Filter Set or to Reset All Filters so that all models return to their original status. Note: The Layer Filter is only available for certain CAD applications that allow you to sort elements in Layer groups. The 'Select All Elements with Missing Quantities' command in the TOI/TOQ Context Menu will override the current filter set.

95 95 > Applying a Type Filter How to Apply a Type Filter: 1. Click on the Filtering Palette tab in the 3D View window. Office will open the Filtering Palette. 2. From the five filtering categories in the panel Side menu bar, select the Type Filter button to activate the available Filter Check List options. 3. In the available filter list, you will be presented with a list of element Types. The Field List contains a list of the element types currently supported by Vico Office. 4. If you would like to only view one particular Element Type group or a combination of element groups together, simply select along side the listed element type names that you would like view. A green checkmark will then be placed as an indicator of your selection. 5. Next, if you select the Apply button from the bottom of the Filtering Panel (after selecting to either isolate, hide or make the filtered elements translucent), you will see instant feedback of your selections in the 3D view. Only the elements within the selected or green checked element Type should be shown and or available for work in the Model Manager viewset. You can always choose to change to a saved Filter Set or to Reset All Filters so that all models return to their original status. Note: The 'Select All Elements with Missing Quantities' command in the TOI/TOQ Context Menu will override the current filter set.

96 96 How to Apply a Manual Selection Filter: > Applying a Manual Selection Filter 1. Click on the Filtering Palette tab in the 3D View window. Office will open the Filtering Palette. 2. From the five filtering categories in the panel Side menu bar, select the Manual Filter button. 3. In the available filter list, you will be presented an empty (if no manual selections exist) or an existing list of elements sorted by Element Type. 4. To add a particular group of elements that you need to reference and or filter, you first need to select these elements. You can do this via either 'Select All Assigned Elements' option in the Context Menu or by using Selection Mode in the 3D view and subsequent left clicking on the desired elements. 5. With the desired elements selected in the 3D view (the elements are shown in Red) and the Manual Filter Palette open, you should click the 'Add Selected' button to include the selected elements in the manual selection filter. Office lists the number of elements in the manual selection filter by element type. If desired you can also delete an element type group stored in the filter by clicking on the X or delete icon. 6. If you would like to only view one particular Element Type group or a combination of element groups together, simply click along side the listed element type names that you would like view. A green checkmark will then be placed as an indicator of your selection. 7. Next, if you select the Apply bottom from the bottom of the Filtering Panel (after selecting the desired filtering mode, isolate, hide or translucent), you will see instant feedback of your selections in the 3D view. Only the elements within the selected or green checked element Type should be shown and or available for work in the Model Manager viewset. You can always choose to change to a saved Filter Set or to Reset All Filters so that all models return to their original status. 8. When selecting a line in the manual selection filter the relevant element highlights. You can select elements and remove them from the selection using the 'remove selected' button. Note: The 'Select All Elements with Missing Quantities' command in the TOI/TOQ Context Menu will temporarily override the current filter set.

97 97 > Saving a Filter Set How to Save a Filter Set: 1. To save a Filter Set, you first have to define filtering criteria in one or several of the five filters that are available. If you are satisfied with your selection, and you would like to use this filtering set multiple times, you can save it as a Filter Set. With the filter defined, click on the dropdown combo box where created filter sets are stored. 2. If the list is empty, the combo box will present the following text: 'Type Filter Set Name'. Replace the default text with the desired name and click Save New to add the new filter set to the list. If needed, you can always delete a filter set by clicking on the delete icon. The name of the new active set will be presented in the combo box. 3. If you change the settings (uncheck or check items in the filters) the combo box background will change to red and an icon will appear beside the name to emphasize that the current selection is not the same as defined in the active filter set. 4. In this case you can either save it as a new filter set under a different name or you can click Update to update the the current filter set. If you ignore and continue then the filter set setting will remain as they were originally defined. Note: The 'Select All Elements with Missing Quantities' command in the TOI/TOQ Context Menu will override the current filter set.

98 98 Properties Palette UI Selected Element Arrow Keys The Selected Element Arrow Keys allow you to cycle through the currently selected set of elements in the Model Manager view. As you filter through the selected elements, they will be outlined in the 3D view. This allows you to visually verify individual elements while you verify quantities in detail in the Properties Palette. Source Model The Source Model field indicates the original CAD model that the current selected element published from.

99 99 Active Version The Active Version field indicates the name of the model from which the currently selected element was published. Newest Version The Newest Version field refers to the newest model version that currently exists in the Model Manager view. The Active Version and the newest version can be be identical if the latest version is Active. Takeoff Item The Takeoff Item field shows the name of the Takeoff Item that the currently selected element is assigned to. Object Type The Object Type field identifies the type of modeling component which was used to create the selected element in the source CAD application. Location The Location field shows the project location to which the selected model element belongs. The defined model locations are defined in the CAD application and transferred over to Vico Office. Units The Units field displays unit of measurement applied to the corresponding quantity type. These units are derived from the Project Settings View where the Units of Measurement were defined. Value The Value column displays the calculated totals of the quantities for the selected Element. In this field, you can also choose to manually edit the current value of any quantities if verified

100 100 otherwise. The change will also be reflected in the Mini TOM view as well as in the Takeoff Manager view. Quantity The Quantity column displays a list of quantities that are associated with the currently Element type of the currently selected Element.

101 101 > Manually Updating a Quantity of an Individual Element How to Manually Update a Quantity of an Individual Element: 1. Click on the Properties Palette tab to open the Palette. 2. You can use the Properties Palette to provide you with individual Element information of the Elements currently selected in the 3D View. To select model elements, you can either use the selection options in the TOM Context Menu or the Selecion Mode icon in the 3D View ribbon. For the last option left click on the desired elements to select. 3. With model elements selected and highlighted in red, the Properties Palette will be activated. You will notice that the Selected Element Arrow Keys are now active and you can now cycle through the individual element properties. When you do this, selected Elements are emphasized in the 3D view. Detailed information is then presented in the properties palette for one Element at a time. 4. If a quantity is verified and needs to be either corrected or manually adjusted, simply click on the Value column of the corresponding quantity type that needs to be adjusted.

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103 103 3D View UI X-Ray Mode The X-Ray mode button renders the 3D model in a transparent mode, with the edges of elements highlighted. Outline Mode

104 104 The Outline Mode option renders the 3D model with smooth shading. Painting Mode In Painting Mode, you can modify the content of the currently selected Takeoff Item by clicking on the model Elements that should be included or excluded with the painter. When hovering over an element with the painter cursor, the element in focus is pre-highlighted and a tooltip will display the basic element information. Selecting Takeoff Items and Takeoff Quantities in the Mini Takeoff Manager will highlight associated elements in the 3D view. Clicking on a non-highlighted Element will add the element to the selected Takeoff Item. Clicking with the paint brush on a highlighted Element will remove it from the selected Takeoff item. Selection Mode In Selection Mode, you can select one or more elements in the 3D Model. You can left-click to select individual elements, or draw a rectangular selection window with the cursor. When you draw a selection window from top left to bottom right, all elements inside the boundary will be selected. When you draw a selection window from bottom right to top left, all elements that are inside or intersected by the boundary will be included in the selection. All selected elements will be highlighted in the color red. Navigation Mode

105 105 In Navigation Mode you can navigate through the 3D Viewer using one of the available navigation tools from the 3D View tools. Zoom All The Zoom All button brings you to a focal point where the whole project can be seen. Use this option to quickly clear the Dynamic Zoom function. Section Box Selecting the Section Box tool will display a section bounding box, which has spheres on each of the corners. Grab and drag a sphere to adjust the size of the whole box. Click and drag one of the six planes to dynamically create sections over your model. You can change the angle of the cutting plane by selecting an edge and dragging the edge in the desired direction or angle. Orbit Selecting the Orbit button allows you rotate the model around a focal point at any position and desired angle. Orbit can also be activating using the 'O' button when the 3D View is active. Tip: when you press Ctrl and left-click in your model, the point where you clicked will be used as the rotation point for the orbit function. Fly

106 106 Select the Fly mode button to freely navigate through the model environment at a desired elevation. Direct the airplane cursor by clicking and dragging with the mouse. Pan Select Pan mode button to explore the model by moving the model up, down, left, or right in the current view angle. You can activate Pan by pressing the 'P' button when the 3D View is active. Dynamic Zoom Click on the Dynamic Zoom icon to zoom in and out as desired. Left-click, hold and drag to adjust the zoom level of your model. Dynamic Zoom can also be activated by pressing the 'Z' button.

107 107 > Assigning and Unassigning Model Elements using Paint Mode How to Assign and Unassign Elements using Paint Mode Assigning Elements to a Takeoff Item 1. Select the Takeoff Item in Mini TOM that you would like to assign 3D Elements to. 2. Move your cursor towards the 3D View: the cursor will change into a Paint Brush icon. 3. Hover with the Paint Brush cursor over elements to see their outline - this is the 'Pre-Highlight' representation of elements in the model. 4. Once you have identified the Element that you would like to assign to the selected Takeoff Item, left-click. 5. The element is now assigned to the selected Takeoff Item and will be 'highlighted' in a yellow color.

108 108 Unassigning an Element from a Takeoff Item 1. Select the Takeoff Item that you want to modify in Mini TOM. Elements associated with the selected Takeoff Item will be highlighted in the 3D View. 2. Move your cursor to the 3D View: the cursor will change into a Paint Brush. 3. Hover the cursor over the Element that you would like to remove from the currently selected Takeoff Item. 4. Left-click on the Element - it will no longer be highlighted, which indicates that it is no longer assigned to the selected Takeoff Item.

109 109 > Assigning Element Surfaces to a TOQ How to Assign Model Geometry to Takeoff Quantities The Vico quantity extraction algorithms use the surfaces of Model Element geometry to calculate 'area' type quantities. If you want to assign a surface to a new or to another Takeoff Quantity, you can use the Painting tool to do this. 1. Create a new Takeoff Quantity by clicking the 'New TOQ' button in the ribbon, after selecting a Takeoff Item in Mini TOM. 2. Select the new Takeoff Quantity and move your cursor to the 3D View - the cursor will change into a Paint Brush. 3. When you hover over an Element that is assigned to the selected Takeoff Quantity's Takeoff Item, the surfaces of the Element will be pre-highlighted.

110 When you have identified the surface that you would like to assign to the selected Takeoff Quantity, left-click. Office will now use the surface for automatic calculation of the selected quantity. As feedback for the assignment of the surface to the selected Takeoff Quantity, the surface will be highlighted in purple.

111 111 Manage Takeoff Quantity takeoff in Vico Office means: quantity takeoff by location. Vico Office automatically uses the locations of the used Building Information Models and stores the quantities of Takeoff Items for each of these locations. An overview of the quantities per Location is provided by the Manage Takeoff view, a grid system with Takeoff Items and Takeoff Quantities presented as rows, with the project's locations as columns.

112 112 Takeoff Manager UI Location Total The Location Total fields in the Manage Takeoff view are based on the locations defined in your project with the LBS Manager. The model-based quantities per location for a Takeoff Item will be determined automatically. Any quantity updates in these fields will update the Project Quantity Field and the totals in the Mini TOM view. Project Total The Project Total field is the sum of all quantities for a Takeoff Quantity for all project locations. The totals manually edited in these fields will be identical with the Mini TOM view and vice versa.

113 113 Element Type The Element Type field is a drop down menu with the collection of the available Vico Office Element types that you can assign to a Takeoff Item. From the selected element type, Office will determine which Takeoff Quantity properties need to be calculated for the Takeoff Item. View the available quantities available per element type in the Quantities and Units section of the help menu. Unit The Unit Field shows the units assigned to a quantity value. These units are derived from the Units of Measurement, as defined in the Project Settings view. Quantity

114 114 The Quantity Field indicates the name of the quantity that is being calculated in the value column. Each Quantity has a unit and value assigned. The group of selected quantities under a TOI is driven by the selected TOI Type. TOI Description The TOI Description field is defined automatically by the creation of Takeoff Items as specified in the Model Manager view where Elements are grouped based on the selected model element properties from the original CAD application. The TOI Description can be changed as needed inside Mini TOM and Takeoff Manager. TOI Code The TOI Code field is left blank so that you can assign unique classification codes to your Takeoff Items as needed. New Takeoff Quantity

115 When you create a New Takeoff Quantity (TOQ), Takeoff Manager adds a new quantity item under the selected TOI. Adding a New takeoff Quantity allows you to enter a quantity that is currently not calculated by any of the element properties. 115 New Takeoff Item Creating a New Takeoff Item (TOI) adds a new item in the Takeoff Manager spreadsheet. With the New takeoff Item you can create manual Takeoff items and assign Elements to them. Model Quantity Indicator The Model Quantity Indicator is an icon that is displayed alongside the Takeoff Quantity. It visually demonstrates that a quantity is derived from a currently active model. Missing Quantity Indicator The Missing Quantity Indicator is an icon is displayed along side the Takeoff Item and Takeoff Quantity. It indicates that one or more Takeoff Quantities could not be calculated correctly or that a quantity is missing. Manual Quantity Indicator The Manual Quantity Indicator is an icon that is displayed alongside the Takeoff Quantity. It visually indicates that a quantity has either been modified manually or that a newly inputted TOQ has been created using non-model base quantity data.

116 116 > Creating a New TOI for a Non-Model-Based Item How to Create a New Takeoff Item for a Non-Model Based Quantity: 1. In the Takeoff Manager view, select the New TOI button from the Ribbon menu or right-click on a TOI and select 'New Takeoff Item' from the Context Menu. 2. Office adds a new TOI line above the currently selected line item. In the Code and Description fields you can name and classify the TOI as desired. In the Type field you can define the model element type that you plan to manually account for. The selected TOI element type will then define which TOQ's should be applied and calculated. 3. Manually start to input the manual quantity totals as desired in Project Total and Location Total fields. In this way you can either choose to account for manual quantities at the Location or at the Project Level. Manually inserted columns will be marked with the Manual Quantity Indicator icon.

117 117 > Creating a New TOQ for input of Manual Quantities How to Create a New Takeoff Quantity for a Non-Model Based Quantity: 1. In the Takeoff Manager view, select a Takeoff Item. A TOI will have one Element Type assigned. Each element type has a set of properties and quantities that are calculated by Office. If you would like to define a manual quantity not currently calculated in the TOI, select the New TOQ button from the Ribbon menu or right-click on a TOI and select 'New Takeoff Quantity' from the Context Menu. 2. A new Takeoff Quantity item will be added below the selected TOQ. Define name and code for the new TOQ. 3. Manually start to input the manual quantities either in Project Total or Location Total fields. Manually inserted columns will be marked with the Manual Quantity Indicator icon.

118 118 > Creating a New Non-Model Based Location How to add a new Location to add a new, non-model based Location to the project Model based Locations, Locations with a spatial bounding box, are defined with the LBS Manager. It is, however, also possible to add Locations to the project without spatial definition. 1. Right-click on a Location in the Manage Takeoff view. 2. Select the Add Location option from the context menu. 3. Change the name of the new Location as desired. The new Location will appear in the LBS Manager as a non-model b ased Location, which is reflected in the UI by showing the Location name in italics.

119 119 Plan Cost Planning Cost is typically an evolutionary process, in which more specific and more accurate cost information is added throughout the design and pre-construction phases, to replace assumptions that were made in the initiation and early design phases. The Plan Cost view supports this process and provides continuous cost feedback throughout all project phases. You can start with a costing scheme at the business development phase, and gradually increase granularity as more specific data and accurate quantities become available from the 3D BIM model or manually entered quantities. The Plan Cost view contains an n-tiered 3D spreadsheet; a graphic scheme which emphasizes the hierarchical structure of the cost estimate. Every line item (Assembly) can be further refined with additional Components, providing flexibility, and enabling you to gradually develop your cost plan from a basic abstract level to a highly-detailed cost estimate. You can use the Plan Cost view in three ways: 1. As spreadsheet, by manually entering quantity and cost information in place; 2. With separated quantity takeoff, using a Formula in your cost line items; 3. With model-based quantity takeoff, using quantities extracted from your BIM files as input for your cost line items. The three supported cost planning techniques can be combined as desired. In order to exploit the cost engineering knowledge-base of your company, Cost Planner has References, which allows you to use your own historical data and store a collection of standards and reusable estimating content. The Cost Planner concept and unique structure allow you to build a 'living cost estimate,' which is key to helping you make information-driven decisions that keep the budget on track.

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121 121 Cost Planner UI Plan Cost Viewsets The 3 predefined Plan Cost Viewsets allow you to switch between different layouts that help you to perform tasks in the appropriate environment and context. The 3 default Viewsets are: 1. Cost Planner - the full-screen 3D Spreadsheet, which allows you to display the full set of columns that you need for cost calculation, defining markup and add-ons and viewing tags. 2. Project and Reference - a side-by-side view of (default) Reference and Project, which allows you to rapidly copy content from your Reference into your project, usind drag-and-drop or multi-selection. 3. Cost Planner & 3D - a 2-view layout with the 3D Spreadsheet and the 3D model(s) that provide quantity input for your cost Components. 3D elements that provide input quantities for a selected Component/Assembly are highlighted. Cost Planner Ribbon The Cost Planner Ribbon provides access to all functions related to cost planning, view settings, defining markup and add-ons and access to References.

122 122 Formula Bar The Formula Bar displays the Formula that was defined for the selected Component. You can edit the defined Formula directly in the Formula Bar, without opening the Formula Editor. n-tiered Spreadsheet The n-tiered Spreadsheet is the main User Interface element of the Cost Planner module. It allows you to gradually increase the Level of Detail of your cost plan by adding sub-components to existing cost Components, thus overriding previous assumptions or estimates. The automatic comparison to the previous status helps you understand cost implications of design decisions.

123 123 How to use Cost Planner for basic cost planning > Basic Cost Planning The easiest way to start using Cost Planner is by using the Plan Cost view as a regular spreadsheet with predefined columns. 1. Enable the Cost layout preset to display the columns that you need for cost estimating with Cost Planner. 2. Select a Code cell in the spreadsheet and enter the cost code of the line item you would like to calculate for the new Component. Note: you can create a new Component anywhere in the spreadsheet by clicking on a Code cell; the sorting function can later help you to organize your cost plan. 3. Press the <Tab> key, the <Arrow> key, or use your mouse to go to the next cell. Office adds the new Component to your project and assigns the default description. Change the description as desired.

124 4. Again, press <Tab>, <Arrow> or use your mouse to go to the next cell. Enter the Source Quantity, Quantity, Consumption and Waste/Factor information, including matching units as required. 124 The Quantity is automatically calculated as Source Quantity * Consumption * Waste/Factor. 5. Next, enter the Unit Cost value to calculate the total cost (the Price) of the Component. After pressing <Tab>, <Arrow> or selecting a cell with the mouse, the Price of the Component is automatically calculated as Quantity * Unit Cost.

125 125 How to filter the cost plan content > Filtering the Cost Plan Filtering the cost plan content can be helpful to create a focused view on a subset of cost Components for further analysis. You can filter the cost plan based on any of the data fields in the Plan Cost view. 1. Locate your mouse cursor over a column header. Office will show a funnel icon in the column header. 2. Click on the Funnel icon to open the filtering options. 3. Office presents a list with values that exist in the selected column. Click any of the values to quickly apply a filter. 4. Alternatively, you can use a custom filter. To do this, select the Custom... option from the filtering options.

126 Custom Filtering is enabled in the Plan Cost view - you can now enter filter criteria in the custom filter boxes. Click the button with the Funnel Icon to apply the search filter to your cost plan. 6. After clicking the button with the Funnel Icon, the filter is applied: 7. Clear the search term and click the Funnel button once more to restore the full cost plan.

127 127 > Cost Planning with Assemblies and Components How to plan cost with Assemblies and Components Cost Planner supports the concept of the evolving estimate: the idea that the cost plan becomes more detailed and accurate throughout the design and pre-construction phases, as a result of design and construction planning decisions that allow the cost planner to add more specific cost information to the project. Cost Planner supports this by allowing you to add sub-components to Components and activate these when the collection of sub-components matches the scope of the Component. At this point, the sub-components can be activated, which then turns the Component into an Assembly and the sub-components into Components. The pace at which design and construction planning decisions are made will vary per system in the building: detailed information will be available earlier for the foundation than for interior finishes. In Cost Planner, it is possible to add more detailed information (sub-components) to select Components in the project, and to keep other Components, for which design and planning decisions have yet to be made, at the lower Level of Detail. Example: In Step 1, a Component 'Shell' was defined to include the cost for the project's shell. When more information about the shell became available, sub-components for 'Floors', 'Roof Construction', 'Exterior Walls' and 'Windows and Doors' were added. In Step 2, the sub-components were activated and 'Shell' was turned into an Assembly. The

128 sub-components were turned into Components and started to actively contribute to the project's cost. 1. Select a Component in your Cost Plan in the Plan Cost view Right-click on the Component at the row indicator to the left of the spreadsheet and select New Sub Component or click the New Subcomponent button in the Ribbon. 3. Office adds a new Component inside the selected Component. You can define the new Component, including quantity and cost per unit, without affecting the calculated cost of your project. 4. Add additional Components as needed, until the collection of sub-components covers the full scope of the Component. Note that the cost of the Component in which the sub-components are nested does not change.

129 When all required sub-components are included in the Component, activate the set of sub-components by right-clicking on the Component and selecting Activate Sub Components. or click the Activate Assembly button in the Ribbon. 6. Office now starts using the cost calculations defined in the sub-components, which at this moment are turned into Components. The 'Component' is turned into Assembly and reflects the

130 130 sum of the cost calculated in the included Components. The row indicator changes into an Assembly Row Indicator (a filled circle), and the data of the Assembly is presented in Bold letters and numbers. Calculated numbers are in Bold Italic. Besides the Activated Assembly row indicator icons, there are two other types of row indicator icons. Below a description of all three: 7. Part of the conversion of a Component into an Assembly is that Unit Cost and Total Price are now calculated based on the sum of the included Components. Total Price of the Assembly = Sum of included active Component Price values Unit Cost of the Assembly = Sum of included active Component Price values divided by the Assembly's quantity

131 131 > Using Assembly's Quantities in Component It is common practice to use the quantity is calculated for the Assembly level as input for the Component level as well. Typical example of this is to use the quantity for an 'activity' (Assembly) to calculate the cost of the required resources and materials (Components). Office allows you to do this with a special formula called Parent.Quantity. 1. Create a new Component in Cost Planner. Enter Source Quantity, Consumption and Waste/Factor data, resulting in a Quantity value for the Component. 2. Add a new sub Component and check the content of the Source Quantity cell: Vico Office automatically inserted a special formula - Parent.Quantity, which copies the content of the Component's parent Assembly Quantity into the Source Quantity cell. Note: instead of inserting a new sub Component, you can also enter the Parent.Quantity formula manually. Make sure to use correct capitalization to ensure correct behavior of the formula.

132 132 > Using a Component Multiple Times How to use a Component multiple times in your project A Component is made unique in a project through its Code: every time you enter a value in the Code cell that already exists in the project, the shared information (Description and Cost per Unit) is automatically copied. Also, when you change the Description or Cost per Unit of a Component that has multiple instances your project, it is automatically updated throughout the project. 1. In a new Assembly, create a new Component. 2. In the Code cell, enter the code of the Component that you want to re-use for the new Assembly. 3. Now press the <Tab> key, the <Arrow> key or select another cell with your mouse. Office will automatically copy the Description and the Cost per Unit into the new Component. 4. Now change the cost of the Component with multiple instances in your project by editing the value in the Cost per Unit cell. Press <Tab>, <Arrow> or <Enter> to confirm the change.

133 Office will update the Cost per Unit value for all instances of the Component with the same code in the project.

134 134 How to work with cost ranges: > Cost Planning with Ranges Cost Ranges provide a way to calculate the cost of elements for which not enough design decisions have been made to define an exact number. Cost Planner allows for setting a 'Minimum' and a 'Maximum' cost per unit, which then results in a 'Minimum Price' and a 'Maximum Price'. You can start using a cost range by simply entering values in one of the available 'Minimum' or 'Maximum' columns. 1. In Cost Planner, right-click on a column header and select Column Chooser 2. From the list of available columns, activate the columns for 'Minimum' and 'Maximum' Unit Cost and Price. 'Minimum' and 'Maximum' values are also available for calculated cost data such as 'Variance' and 'Bid Price' - you can activate these optionally. Click OK to confirm your selections.

135 Enter values for Minimum and Maximum Unit or Minimum and Maximum Price to define the cost range. Values are automatically calculated after your input; a Cost Range Icon will be presented in the left margin.

136 136 Cost Planner Ribbon New Component With the New Component button, you add a new cost item to the project underneath the selected Component or Assembly. New Subcomponent Using the New Subcomponent button, you create a new Component as a child of the selected Component. This will allow you to later activate the Subcomponent and thereby turn the Component into an Assembly. Activate Assembly

137 137 After adding Subcomponents to a Component, the set of Subcomponents can be activated using the Activate Assembly button. As a result, the Component is then converted into an Assembly. Promote/Demote With the Promote and Demote functions, you can move a Component up or down the hierarchy of the Assembly/Component structure in your cost plan. Demoting a Component results in including it as a Component in the Component or Assembly in the row above it. Add Note, Row Add Note lets you insert an empty row below the current row, in which you can enter quick notes as a reference for the selected Component. With the Add Row function, you can insert a blank row above the selected Component or Assembly. Reference Browser You can open the Reference Browser by clicking the Open Reference button. The Reference Browser will open with the default Reference loaded. Quantity Copy Options For all copy operations in Cost Planner, the active Copy Mode is used to determine how quantity information is included in the target location. Descriptions and Consumptions Only keeps the default value for the target Quantity Include Formula will copy the defined Formula from the source and - if possible - reuse the Takeoff Items and Takeoff Quantities in the current project. This is the default option.

138 138 Include Quantities will only copy the Formula's result from the source. Import and Export The Import and Export buttons contain the functions for importing Estimator and importing/exporting sbxml files. Navigation Tools Cost Planner Navigation Tools allow for quickly expanding and collapsing the data in the n-tiered cost plan. Click the + button to expand to the next level or the - button to collapse all to the previous level. The double arrows collapse or expand all levels at once. Auto Complete Options The Auto Complete function of Cost Planner lets you copy Assemblies and Components from a Reference without opening the Reference Browser or the Project and Reference viewset. The Auto Complete function is activated by selecting From Project, From Reference or both. When one or both are active, a search operation will be executed every time you enter a code or description in the respective cell and Cost Planner will present possible matches in a dropdown list view, from which you can then select the desired Assembly or Component. Layout Presets Layout Presets allow you to quickly turn on or off the desired set of columns for the task that you want to work on.

139 139 Cost Price turns on/off the Cost per Unit, Price and Variance columns; Quantity Data turns on/off the Quantity, Consumption, Units, Amount and Unit columns; Markup and Bid turns on/off the Markup Percentage, Markup Value and Bid Price columns. Markup Values The Markup Values button opens a dialog that provides quick access to set of Cost Type Tags in your project. Additionally, you can define the default Markup Percentage by which the calculated cost price should be increased to get to a Bid Price, per Cost Type. Save Cost Plan Version By using the Save Cost Plan Version function, you create a snapshot of the current status of your cost plan. The created version can later be used for comparison purposes in Cost Explorer. Manage Cost Plan Versions The Manage Cost Plan Versions button opens a dialog that provides an overview of all the Cost Plan Versions that you created in the project. The dialog allows you to edit comments and to remove cost plan versions. Add-On Controls Add-Ons are the cost items that can be included in a project's Bid Price in addition to the direct cost calculation, and can be calculated as a percentage of the calculated direct cost of the project.

140 140 Show displays a dedicated band in the 3D Spreadsheet, in which you can define Add-On items; Add creates a new Add-On item; Activate includes the defined Add-On items in the project's bottom line Bid Price; Divide allows you to 'hide' Add-On cost from the cost plan by dividing it over the active Components in your project, based on the share of the Component's cost in the calculated project cost. Undivide reverses the Divide operation and makes the selected Add-On visible in cost reports again.

141 141 > Managing Column Visibility How to use Layout Presets and the Column Chooser to show or hide Cost Plan content All Cost Plan information is entered and presented in the 3D Spreadsheet that is activated through the Plan Cost workflow item. To allow for quickly activating or de-activating sets of columns, to only present the columns required for a specific task, Cost Planner has Column Presets, which are available as buttons in the Cost Planner Ribbon. Quantity activates the Status, Source Quantity, Consumption, Waste/Factor, Quantity Unit columns; Cost activates Source Quantity, Consumption, Waste/Factor, Quantity, Unit, Unit Cost and Total Price columns; With Variance, the Quantity, Unit, Component Unit Cost, Unit Cost, Variance, Component Price, Total Price and Variance Columns are activated; Margins activates the Source Quantity, Unit Cost, Total Price, Cost Type, Markup, Markup Value, Bid Price and Add On columns 1. In the Cost Planner view, click on the Cost button to present all columns needed for basic cost price calculations - the button will turn orange to indicate that it is the currently active preset. 2. The columns Source Quantity, Consumption, Waste/Factor, Quantity, Unit, Unit Cost and Total Price are now visible. 3. Right-click on a visible column header and select Column Chooser.

142 Office presents the Column Chooser dialog, from which you can manually select columns that should be visible in the Plan Cost view. 5. Select the MinCostUnit column and click OK. 6. The Minimum Cost per Unit column will now appear in the spreadsheet.

143 143 > Analyzing Variance Cost Planner by default always presents the calculated cost of Active Components. You may, however, have entered an assumption in a line item that you later converted into an Assembly, which you would then like to compare to the current active cost. For this purpose, you can use the Variance Layout Preset. 1. Activate the Variance Layout Preset from the View Controls and Layout Presets Ribbon section. 2. All columns related to analyzing variance are presented in the Cost Plan view. The Component Unit Cost column contains the unit cost that was entered for the Component BEFORE it was turned into an Assembly (after adding more detailed information to it). The Unit Cost column contains the current CALCULATED cost (sum of included Component Cost divided by the Assembly's quantity). The Component Price column contains the price that was calculated for the Component BEFORE it was turned into an Assembly; the Total Price column contains the current CALCULATED cost (sum of included Component Prices). Arrow icons in the Total Price column indicate whether cost went up or down, and the two Variance columns show what the difference between Component Value and current Assembly Value is.

144 144 > Managing Column Presets Besides the built-in Cost Planner presets, you can define your own custom presets with preferred column visibility settings. 1. Click on the Manage button in the View Controls and Layout Presets section in the Ribbon. 2. Office presents the Manage Presets dialog. Click the + Button to add a new personal preset. 3. Select the new preset and click the Edit button. Vico Office opens the Column Chooser, in which you can select the columns that you want to include in the new custom Layout Preset. Click on the OK button to confirm your selections in the Column Chooser, then again in the Manage Presets to save your new custom preset. 4. The new preset is now available for use through the Manage button in the View Controls and Layout Settings Ribbon section.

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146 146 > Promoting and Demoting Components How to promote and demote Components in the Assembly/Component Structure The 3D Spreadsheet presented in the Plan Cost view can be developed into an 'n-tiered' cost structure, meaning that it can hold an unlimited amount of sublevels underneath the summary level: the project cost roll-up. As described in Cost Planning with Assemblies and Components, the Assembly/Component structure allows you to develop your cost plan gradually, by replacing assumptions with a more detailed set of cost items - 'Sub Components'. You can move cost Components up and down the Component/Assembly structure by promoting and demoting them, turning them into Sub Components or into a Component that contains Sub Components. By promoting Component 1 (moving it up in the hierarchy), Component 3 becomes a Sub Component of Component 2. Demoting Component 2 makes it a Sub Component of Component To change the level at which a Component or Assembly exists in the Assembly/Component structure, first select it in the spreadsheet. 2. With a Component or Assembly selected, click the Up button in the Ribbon to Promote it. 3. With a Component or Assembly selected, click the Down Hierarchy button in the Ribbon to Demote it.

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148 148 > Filtering the Cost Plan based on Quantity Type In Cost Planner, Components can have 3 types of quantity input: Manually inserted quantity values Manually defined Takeoff Items and Takeoff Quantities Model-based Takeoff Items and Takeoff Quantities The three types can be used in combination, which results in a fourth type of quantity input: 'Mixed'. You can filter your cost plan based on the used quantity input using the TOQ (Takeoff Quantity) Filter. This built-in filter helps you analyze the share of quantity information that was obtained from 3D models and how much was entered as an assumption or manual calculation. 1. In the Cost Planner ribbon, click on the TOQ Filter button. 2. Office presents the list of quantity types described above. By default, all types are selected, as indicated by the green check marks for each item in the list. 3. Click on the quantity type that you would like to hide from the Cost Plan view.

149 The check mark is removed and the Cost Plan view is filtered, only showing the ACTIVE Components that use one of the SELECTED quantity Takeoff Quantity types. This is a good way to check the accuracy level of your cost plan, by determining how many quantity inputs are based on manual calculations and assumptions. Note: see also Using the Status Tag

150 150 > Using Auto-Complete How to use AutoComplete to add Assemblies and Components Cost Planner's AutoComplete function helps you to quickly add Component and Assembly cost calculation content to your project without opening a different view or dialog. When the AutoComplete function is turned on, Office will search in the current project and/or selected Reference for content that matches (part of) the Code or Description while you are entering it. Matching options are presented in a pop-up dialog from which you can select the Assembly or Component that you would like to add. 1. Turn on the AutoComplete function by clicking the From Project and/or From Reference button. When clicked, the button will turn orange to indicate that the AutoComplete is now active and will search in Reference, Project or both. 2. In the spreadsheet, enter at least 3 characters in the Code cell. 3. Office presents list of matching Components/Assemblies from the Reference and/or Project. If you selected both From Project and From Reference, matches will be presented separately. 4. Select the desired Component/Assembly from the list.

151 Office copies the Component/Assembly content, using the active Copy Mode to determine how quantities and/or formulas are included in the copy operation. Note: If multiple instances of the same Component or Assembly are found in the Project or Reference, the number of instances will be presented in parentheses after the Component/Assembly name. Selecting the Component/Assembly will in this case open a dialog in which you can select which of the instances you want to copy.

152 152 How to import Vico Estimator Database content > Importing a Vico Estimator Database The Recipes, Methods and Resources that you created with Estimator 2008 and Estimator 2009 can be reused in Vico Office Cost Planner by importing them in a project. Recipes and Methods are converted into Cost Planner Assemblies; Resources are imported as Components. The full Recipe-Method-Resource structure is maintained during the import, and new Takeoff Items are created for each Recipe. The Takeoff Items are included in the Formula that is created for all Assemblies and Components. The Formula, together with the Assembly and Component Consumption, holds the 'Method of Recipe' consumption and the 'Resource of Method' consumption factors. 1. In Plan Cost view, click on the Import from Estimator Standard or Import from Estimator Project button to start the import function.

153 Office will open the Import from Estimator database dialog, in which you should specify the path and file name of the Estimator Standard database (or Project and Standard) that you would like to import. Estimator databases have the.db extension. 3. When you click Open, Estimator reads the Estimator database and maps the Estimator Recipes, Methods and Resources, as well as included consumption factors to their equivalents in Cost Planner. The Assemblies and Components that result from the Recipe, Method and Resource conversion are placed inside the selected Component.

154 154 > Setting the Active Copy Mode How to define how quantity information is included in copy operations Similar to other spreadsheet applications, Cost Planner lets you decide how quantity information should be included in the copy operations that you perform using copy/paste, insert from Reference, Drag-and-Drop or AutoComplete. Cost Planner has three quantity copy modes: Do Not Include Quantities keeps the default value for the target Quantity Include Formulas will copy the defined Formula from the source and - if possible - reuse the Takeoff Items and Takeoff Quantities in the current project. Include Values will only copy the Formula's result from the source. 1. Before you start a copy operation using copy/paste, insert from Reference, Drag-and-Drop or Autocomplete, select the desired behavior of the copy function from the References Ribbon Group. 2. Office indicates, by means of a Green Indicator and orange color of the option, which copy mode is currently active. 3. Start one of the available copy operations.

155 155 > Using Tags How to use Tags in the Cost Plan Tags let you further specify cost plan content by assigning codes, classifications and properties to Components and Assemblies. Values can be assigned easily, by activating the Tag column in the Plan Cost spreadsheet view. 1. In the Plan Cost spreadsheet view, right click on a column header and select Column Chooser. 2. Office presents the Column Chooser dialog. 3. Look in the list for the Tag that you want to make visible in the spreadsheet so you can assign values for it to Components and Assemblies. Activate it by clicking on it. 4. A green check mark appears to the left of the Tag name; click OK to apply the changes.

156 5. You can now assign Tag Values to Components in your cost plan by selecting them in the Tag's column. 156 Note: if you cannot find the Tag that you would activate as a column in the spreadsheet, make sure that the Tag that you are looking for has been set to 'apply to Components' in the Tag Properties.

157 157 > Using the Status Tag The 'Status' Tag is a property for Components and Assemblies for which default values are included in Vico Office and can be used to classify your cost plan items based on the type of quantity and cost information that was used to calculate cost. The following status descriptions are included by default: 1. Using the Column Chooser (right-click on column header to activate), select the Status column. 2. Cost Planner presents the Status column. When you select a cell in this column, a combo box lets you select the desired qualification of the quantity and cost status. Alternatively, you can add a new value to the list by entering it in the cell.

158 Sorting and filtering, in combination with the Status Tag, give you a good way to determine the current status of cost calculation inputs in your project.

159 159 How to define default Markup percentages > Defining Cost Types and Default Markup The term 'Markup' is used in Office for the margin (profit, risk) that is applied to the active Components in the project. To simplify defining and maintaining markup for the cost items in your project, Office allows you to define default Markup Percentages based on Cost Types that you recognize in your projects. Cost Types are a special type of Tags, which have - besides the Edit Tags view, a dedicated User Interface in Cost Planner, in which also the default Markup Percentages can be defined. 1. In the Plan Cost view, click on the Markup Values button in the Ribbon. 2. Cost Planner opens the Cost Type Markup dialog, in which you can define the desired Cost Types and their default Markup percentages. 3. Click the + button to add a new Cost Type; new Cost Types will also be visible in the Edit Tags view.

160 Click the Save button when you have completed defining the Cost Types that you need in the project. You can now assign Cost Types (and thus Markup Percentages) to Components in your project.

161 161 How to assign Markup Percentages per Cost Type > Using Cost Types and Markup After defining the Cost Types that you want to work with in your project, and after assigning a default Markup Percentage to these Cost Types, you can assign Cost Types to the Components in your project. When assigning a Cost Type to a Component, you automatically assign the defined default Markup Percentage. 1. In Plan Cost view, activate the Markup & Bid column preset. 2. Office displays the Cost Type, Markup %, Markup Value and Bid Price columns in the spreadsheet. 3. Select the Cost Type Cell for one of the Components in your project. 4. Office presents the Cost Type pulldown menu. 5. Click the pulldown menu to display the list of defined Cost Types. Select the desired Cost Type. 6. After selecting the Cost Type, Cost Planner applies the default Markup Percentage, defined for the selected Cost Type. The Markup Percentage is applied to the calculated Price, and results in the Markup Value. The Markup Value is added to the Price and results in the Bid Price.

162 Office rolls up all Markup Values and all Bid Prices, which results in a project level Markup Value and Bid Price.

163 163 How to save a Cost Plan Version > Saving a Cost Plan Version Cost Planner lets you save versions of the Cost Plan that you are working on, which then allows you to compare the saved Cost Plan Version to earlier or later versions. 1. In the Plan Cost view, click on the Save Version button in the Cost Versions section of the Ribbon. 2. Office presents the Save Cost Plan Version dialog. 3. The created version is automatically assigned a number, which will increment every time a new Cost Plan Version is created. Enter a description for future reference - the description will be visible in the Version Selection in Cost Explorer.

164 164 > Defining Add-Ons How to define Add-Ons Add-Ons are the items in Cost Planner that let you include non-direct cost, margins and contingencies in your cost plan. Add-On Values are defined as a percentage of the total direct cost, calculated for the project using the Component and Assembly structure. Add-Ons are presented in a separate area in the Plan Cost spreadsheet that can be activated from the Ribbon. Once active, an unlimited number of Add-On items can be added to the project, all rolling up to the Bid Price on the Project level. The Cost Price of a project is calculated by adding up all the Price values of active Components from the Assembly/Component structure in the project. The Bid Price is calculated as the sum of all Price Values, plus the sum of all Markup plus the sum of all Add-On Margins. 1. Activate the Markup & Bid columns from the Column Presets, to display all required columns. 2. Activate the Add-Ons section in the Plan Cost view by clicking on the Show button in the Add-Ons section of the Ribbon. 3. Office opens the Add-Ons area underneath the Project Summary, to indicate that the margins are added on top of the calculated price.

165 In the Add-Ons section of the Ribbon, click on the Add button to add a new Add-On to the project. 5. A new Add-On line is added to the project. After defining a name for the new Add-On, you can enter the percentage of the calculated cost that you want to allocate for the Add-On. 6. Cost Planner applies the percentage to the calculated Price of the project and displays it in the Markup column. 7. The Add-On is included in the Bid Price calculation after you select to Activate the Add-On from the Add-Ons section in the Ribbon.

166 The defined Add-On is now part of the calculated Bid Price of the project, ready to be used for preparation of a Bid Report.

167 167 > Dividing Add-Ons How to equally divide Add-On values over active Components in the project You can include defined Add-On values in the Components of your project, which makes the defined margins and compensations part of the Assembly/Component cost structure and no longer calls them out separately. Dividing Add-On values can be done per individual Add-On. If needed, Add-On values can easily be undivided again. 1. Activate the Add-On area in Plan Cost view by clicking on the Show button in the Add-Ons section of the Ribbon. 2. Select the Add-On that you want to divide over the active Components in the project. 3. In the Add-Ons section of the Ribbon, click the Divide button. 4. Office divides the defined Add-On Value by ration over all active Components, based on the share of the Component's price in the total project price. 5. Activate the Add-On column using the Column Chooser to view the Add-On Value or sum of divided Add-On Values added to the Component.

168 168 Cost Planner Reference Browser Server Selection The Server Name setting lets you select a computer in the network that contains the Assemblies and Components that you want to copy into the current project. Project Selection The Project Name setting represents the project of which Assembly and Component content is shown in the Reference browser. By default, the Default Reference, selected in the Define Settings view, is opened.

169 169 Insert Options Selected content can be added inside the selected Component as Sub Components, or below the selected Component, which adds the selection to the same level in the Assembly/Component structure.

170 170 Cost Planner Project and Reference UI Reference The left view in the Project and Reference viewset is the Reference. When you activate this viewset, the project that you selected as Reference in the Project Settings is loaded by default. Project The right view shows the content of the project that you are currently working on. A subset of columns is displayed, to provide a better fitting view of the content.

171 171 > Copying Content from Reference to Project The Project & Reference view provides an easy way to quickly copy multiple Assemblies and Components from your Reference to the project. 1. After setting the desired Active Copy Mode, select the Assembly or Component that you want to add to the current project. 2. Click on the row indicator, hold the mouse button and drag the Assembly or Component to the project. 3. Based on where you move the copied content, arrows indicate where it will be copied. Arrow down means: copied underneath the Component that you are pointing at; arrow left means: copied inside the Component that you are pointing at. 4. Release the mouse button to complete the copy operation.

172 172 Cost Planner Formula Editor Takeoff Manager

173 173 The Takeoff Manager section of the Formula Editor presents the list of Takeoff Items and Takeoff Quantities that were defined in the project using the Takeoff Manager module. Formula Editing The Formula Editing section shows selected Takeoff Items and Takeoff Quantities, and allows for modifying the formula using mathematical functions and symbols. Quantities per Location The Quantities per Location show the outcome of the defined Formula per Location. The defined Formula is evaluated on each Location, then rolled up to the project level. Formula Preview Formula Editor automatically corrects the Formula that is entered in the Formula Editing section. Parentheses are added to make sure that the formula is evaluated correctly. The result of the automatic correction is presented in the Formula Preview.

174 174 > Cost Planning with Takeoff Items How to plan cost with Takeoff Items for quantity input The integrated environment that is provided by Vico Office makes it possible to use information that is created in one module or view as input for information in another module or view. Cost Planner can use the quantity takeoff information that you prepared with Takeoff Manager as quantity input for Components in Cost Planner. You can use Takeoff Items and Takeoff Quantities in your cost plan by using a Formula for the input in the Quantity cell. By using Takeoff Items and Takeoff Quantities as quantity input, quantity management, changing project variables and making use of a specific quantity multiple times becomes easier. 1. Select the Quantity cell of the Component for which you want to use a quantity that you defined with Takeoff Manager. 2. Office presents a small pop-up button ( ) in the Quantity cell. Click on the button to open the Formula Editor. 3. The Formula Editor presents the list of Takeoff Items and Takeoff Quantities that you prepared in your project with Takeoff Manager.

175 Expand the Takeoff Item that contains the quantities that you want to use as input for the selected Component; Formula Editor presents the available Takeoff Quantities. 5. Select the desired quantity and click the + button to include the value as variable in the Formula Box. 6. Office presents the selected Takeoff Item and Takeoff Quantity in the Formula Box and shows the resulting value in the Preview Box.

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177 177 > Combining Multiple Takeoff Quantities How to combine multiple Takeoff Quantities in a single Formula The Formula Editor in Cost Planner allows you to combine quantities that you defined manually or extracted from BIM elements and were stored in different Takeoff Items. As an example, 'Takeoff Item 1' in the diagram above could be 'Wall Type A' and 'Takeoff Item 2' could be 'Wall Type B'. Takeoff Quantity A and B could be the 'Net Volume'. The Formula Editor allows you to calculate the sum of the 'Net Volume' values for both wall types as one quantity that can be used as input for your cost Component. 1. Select the Quantity Cell of the Component for which you want to define the new Formula. 2. Click the pop-up button ( ) that appears in the cell to open the Formula Editor. 3. From the list of presented Takeoff Items and Takeoff Quantities, select the first quantity that you want to use in the Formula and press the + button to add it.

178 The Takeoff Item and Takeoff Quantity are presented in the Formula Box. 5. Now click in the Formula Box to activate the cursor, and move the cursor to the end of the formula. 6. Type the '+' symbol 7. Office changes the font color of the Formula to red, because the Formula is no longer complete: a variable is missing after the entered '+' symbol. 8. Leaving the cursor after the entered '+' symbol, now include the next Takeoff Quantity by selecting the Takeoff Quantity and pressing the + button. 9. The Takeoff Quantity is added to the Formula and a preview of the calculated value is presented. The Formula is again presented in green font.

179 179 > Defining Advanced Formulas How to use the advanced functions in Formula Editor The Formula Editor in Cost Planner has a set of advanced functions that you can embed in the Formulas that you create to combine Takeoff Quantities for cost calculation in a Component. The available functions are available in 3 categories: Standard includes basic mathematical functions such as '+', '-' and '/'; Math contains geometrical functions such as 'SIN', 'COS' and 'TAN'; Logical has 'IF', 'NOT', 'TRUE' and 'FALSE' statements that allow for defining conditional calculations. 1. Select the Quantity Cell of the Component for which you want to define the new Formula. 2. Click the pop-up button ( ) that appears in the cell to open the Formula Editor. 3. Open the built-in functions by clicking the Built-In Functions button. 4. Office expands the Formula Editor and shows the section that contains the available functions.

180 Select the function that you want to use in your Formula and click the Copy icon. 6. Click in the Formula Box and move the cursor to the position where you want to insert the function. Press <Ctrl> + <V> to place the function. Because the Formula is not complete, yet, it will first appear in red font, and a message 'Error within the formula' will be displayed. 7. Complete the function by adding parentheses, mathematical functions and Takeoff Quantities. When the Formula is completed, a preview value is presented, and the message Evaluated appears.

181 181 How to add a constant value for each Location > Adding Constant Values Formula Editor by default divides constant values that are added to a Formula over all Locations that have an evaluated formula result that is larger than 0. For example, the Wall.Count Takeoff Item and Takeoff Quantity may be present in the project as follows: If the Formula is defined as Wall.Count, the evaluated result per Location will be equal to these values. However, if it is desirable to add a constant value, that value will be subdivided over all Locations with a Formula outcome larger than "0". For example, the Formula: Wall.Count + 10 results in: If it is not desired that the constant value is distributed, the FOREACHLOC function can be used. 1. In the Formula Editor, enter the Takeoff Item and Takeoff Quantity names you want to use, with the desired mathematical expressions and functions.

182 In the Enter formula box, now add the FOREACHLOC function, followed by the constant value that should be added to each Location's evaluated value.

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184 184 Explore Cost Project teams often struggle with communicating cost and cost variance in a project. Traditional communication means are printouts of both cost estimate (versions) and design plans, both of which are disconnected and voluminous, thus hard to use to explain an occurring cost variance between version 1 and version 2 in meetings. As a result, much time is spent on creating a common understanding of the project information, which leaves insufficient time for analysis and decision making. A missing understanding of where budget overruns occur in the project, because cost comparisons are done at the project level, often results in an inability to define accurate and targeted project changes to bring the project back on track. The Explore Cost view in Vico Office helps project teams visualize and analyze project cost and cost variances. The color coded Cost Explorer and 3D Model integration provides a powerful way to communicate what the cost of a certain group is, where it exists in the project and how it compares to budget and previous versions.

185 185 Cost Explorer UI Viewset Selection Explore Cost has two default viewsets: Cost Explorer & Cost Planner and Cost Explorer & 3D View. Click the tab to activate the desired viewset. Range Settings Range Settings allow you to define how the result of the comparison is presented in the Cost Explorer view. Four colors are available for 'Too High', 'At Risk', 'Within Budget' and 'Too Low'

186 186 status. Filter Selected The Filter Selected toggle button changes the presentation mode for cost data associated with the selected node in the Cost Explorer view. When Filter Selected is active, Assemblies and Components that belong to the selected node are filtered in the Cost Planner view. When Filter Selected is deactivated, Assemblies and Components that belong to the selected node are highlighted. Cost Explorer View The Cost Explorer view provides a graphical presentation of the cost breakdown structure defined with Assemblies and Components. Colors indicate cost status of a node: red means 'higher than target', yellow means 'at risk', green means 'within set target range' and blue means 'too low compared to target'. Two cost plan versions (and a target, depending on the selected mode) can be active at a time. Cost Planner View The read-only Cost Planner view presents the collection of Assemblies and Components that were used to calculate the cost of the project. Content is stored per Cost Plan Version; selecting a 'circle' or 'square' shape will open corresponding cost data. Comparison Mode Selection The Comparison Mode Selection provides two options for comparing Cost Plan Versions: 1. Assemblies to Components 2. Cost to Targets Selection of the 'Assemblies to Components' lets you select up to two Cost Plan Versions; selection of the 'Cost to Targets' mode also lets you select a Target that the cost in the selected Cost Plan Versions will be compared to. Version Selection The two Version Selection dialogs let you choose from the collection of Cost Plan Versions that were saved from the Plan Cost view.

187 187 > Selecting Comparison Mode and Versions How to select the active Comparison Mode and Cost Plan Versions Cost Explorer has two comparison modes: Assemblies to Components and Cost to Target The active comparison mode can be changed interactively; for both comparison modes you can select one or two Cost Plan Versions to include in the comparison. With the Cost to Target comparison mode, you can also select the project Target Cost Set or another Cost Plan Version to compare against. 1. In the Explore Cost view, select the desired comparison mode with the Comparison Mode Selector. 2. Based on the selected comparison mode, Cost Explorer will show 2 (Assemblies to Components) or 3 (Cost to Target) version selection combo dialogs. 3. Select the Cost Plan versions that you want to compare in the Version Selector combo dialogs.

188 188 > Comparing Assemblies to Components How to use the Assembly to Component comparison In the Assembly to Component comparison mode, the cost that was calculated for each Assembly is compared to the sum of the cost of the Components and/or Assemblies on the level below it. Each Assembly is presented as a node in the Cost Explorer Tree, and is colored based on the outcome of the comparison: if the sum of the included Assemblies and Components in an Assembly is larger than the Assembly's original cost, it is colored red; if the sum is within the set 'at risk' range, it is turned yellow and when it is within the target range, it will be green. If the cost in the next level of Assemblies and Components is too low, the Assembly's node is colored blue. Example: 'Project', 'A' and 'B' are Assemblies, and will be presented in the Cost Explorer Tree. The 'Project' cost value is compared to the sum of 'A' and 'B'. The cost in 'A' is compared to the sum of 'A10' and 'A20' The cost in 'B' is compared to the sum of 'B10' and 'B20' 1. Select the Assembly to Component comparison mode with the Comparison Mode Selector. 2. Select the Cost Plan one or two versions that you want to explore with the Version Selectors. Select the Current Version option to show the current state of the cost plan in the comparison.

189 Cost Explorer presents the combined Assembly structure of the activated Cost Plan Versions in the Cost Explorer Tree. Circles represent the Assemblies in the newer version of the activated pair, squares represent Assemblies of the older version of the activated pair. The sum of all Assemblies and Components in this project (000 Project Summary) is 'at risk' when compared to the cost that was defined for the project on the project level Assembly. The cost calculated as sum of the content in the 'A10 - Foundations' Assembly is 'too high' when compared to the allocation that was entered for the foundations initially. Similarly, the cost calculated as content for the 'B10 - Superstructure' is considered 'too low', and the cost calculated for 'B20 - Exterior Closure' is 'within budget'. 4. Select a circle or a square in the Cost Explorer Tree to analyze the cost structure below it in the Cost Planner View; toggle between Isolate and Highlight mode to create an optimized view on the data.

190 190 The content of the selected version of an Assembly in the Cost Explorer tree is presented in the 'Cost Planner' view.

191 191 > Using the Highlight and Filter Modes How to use Highlight and Filter Modes to explore cost Cost Explorer can work in two modes with the Plan Cost and 3D View: Highlight and Isolate. Highlight will markup items that are associated with the selected Assembly in the Cost Explorer Tree; Isolate will hide all items that are not related to the selected Assembly. 1. Activate the Filter mode by clicking on the Filter Selected button. 2. Select an Assembly in the Cost Explorer Tree - Assemblies and Components that are part of the selected Assembly are filtered in the Cost Planner view. 3. De-activate the Filter mode (and implicitly activate Highligh mode) by clicking on the Filter Selected button. 4. Select a version of an Assembly in the Cost Explorer Tree - the Assembly is highlighted in the unfiltered Cost Planner view.

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193 193 > Defining a Target Cost Set How to define the Target Cost Set for your project The Target Cost Set can be used to define a budget or baseline for the cost of your project. The structure of the Target Cost Set is automatically created with the Assembly/Component structure, and allows you to define a total budget for the project, which can subsequently be allocated to the several cost divisions in your project defined with the Assembly/Component structure. 1. Start the Define Targets workflow item from the Workflow Panel 2. Office opens the Target Editor, which presents the Assembly/Component structure that you defined in the Plan Cost view. 3. Start by defining an overall target for the project in the Project Summary line - enter a value in the Cost cell.

194 Continue by allocating budget (top-down) to the parts of the Assembly/Component structure in your project. You can enter a budget allocation either as a percentage of the budget on a level, or as a currency value. The completed Target Cost Set is ready for use immediately, and changes in the Target Cost set are directly reflected in the Target to Cost Comparison.

195 195 How to use the Cost to Target comparison > Comparing Cost to Target In the 'Cost to Target' comparison mode of Cost Explorer, you compare the sum of the cost in Assemblies in the project to the defined target values for matching Assemblies in the Target Cost Set. The Target Cost Set is defined in the Define Targets view. In the 'Cost to Target' comparison mode, project Assembly cost is compared to the Assembly's target value. ' 'Project' in the Cost Plan Version is compared to the 'Project' in the Target Cost Set 'A' in the Cost Plan Version is compared to 'A' in the Target Cost Set 'B' in the Cost Plan Version is compared to 'B' in the Target Cost Set 1. Select the Cost to Target comparison mode with the Comparison Mode Selector. 2. Select the Cost Plan one or two versions that you want to explore with the Version Selectors. Select the Current Version option to show the current state of the cost plan in the comparison.

196 Select the defined Target Cost Set OR another Cost Plan Version as Target for the comparison. 4. Cost Explorer now compares the Assemblies of both selected Cost Plan Versions to the selected Target, and presents the Cost Explorer's tree in the colors that correspond to the variance percentages that were calculated for each of the Assemblies.

197 197 How to define Comparison Ranges > Defining Comparison Ranges Comparison Ranges determine the color of Assemblies, presented as 'squares' and 'circles' in the Cost Explorer tree. The variance of an Assembly, which is calculated as a percentage of either sum of included Components (Assembly to Components comparison mode) or Target (Cost to Target mode) can fall in one of the four Comparison Ranges: Too High (Red) At Risk (Yellow) Within Budget (Green) Too Low (Blue) The top and bottom margin of these ranges can be defined with the Comparison Range Settings. 1. Open the Comparison Range Settings by clicking on the Range Settings button in the Ribbon. 2. Office opens the Cost Comparison Range Settings dialog, which you can define the top and bottom margins for the available comparison ranges.

198 3. After clicking the Save button, your changes are applied immediately to the Cost Explorer tree. 198

199 199 Define Locations Vico LBS Manager allows users to define locations inside the Vico Office environment to drive the location-based quantity takeoff, starting point for location-based cost and schedule planning. The cost and schedule planning modules in Vico Office use quantities per location to calculate labor, material and equipment amounts and subsequently for determining number of work hours per location. LBS Manager makes it possible to change locations (floors and zones) in Vico Office, without having to go back to the authoring BIM application. Quantities are recalculated and updated at the end of the location editing process, which makes it possible to analyze and optimize the phasing and zoning of a project to get to the best schedule for the project. Location Systems enable creation of alternative location breakdowns, defined per trade, without the need to maintain separate schedules or separate models.

200 200 LBS Manager UI Floor Plan View The Floor Plan View button activates the Location Edit Mode, which activates the set of tools needed for Location editing in the UI. At the end of the Location editing process, all affected

201 elements are assigned to the appropriate Location and split as needed when reactivating the models in the project 201 Add Polyline The Add Polyline function is activated after Floor Plan View is selected and allows for defining the boundaries of Zones in the selected Floor. Finish Editing The Finish Editing button is activated after starting Floor Plan View. Pressing the button will revert back to the 3D model view and will apply the changes made in Floor Plan View. Paint LBS Node Location Bounding Boxes can be assigned to Locations in the LBS with the Paint LBS Node function. Locations Bounding Box Visibility of the collection of Location Bounding Boxes can be managed by selecting which levels of the Location Breakdown Structure should be visualized through translucent boxes in the 3D view. Include Parent will show the Bounding Box for the parent Location of the selected Location; Include Sibling will show the Bounding Boxes for all Locations on the same level of the LBS as the currently selected Location; Include Children will show the Bounding Boxes for all Locations below the selected Location.

202 Show All will show all Location Bounding Boxes in the project, regardless of which Location is currently selected. 202 Manually Assign The Manuall Assign function is used to override the automatic assignment of 3D elements to the Locations they are included in by selecting a Location, then the 3D elements that should be included. LBS Tree The LBS Tree view contains four columns: 1. Locations, aligned based on the level of the Locations in the Location Breakdown Structure. LBS Levels are indicated with numbers in the column header. 2. Elevation values show the elevation above the project "0" of a Location. Zones are always on the same elevation as their parent 'Floor' Location. Changing the elevation results in moving the bottom of the selected Location Bounding Box up, and moving the top of the Location Bounding Box below it up at the same time. 3. Values in the Cut column indicate how far above the defined Floor elevation the 2D section for the Floor Plan View is generated. Default value is 4' or 1.2m. 4. With View Depth, the Floor Plan View's viewing distance from the Cut height is defined. Default value is 0' or 0m. above the defined Floor elevation; increasing this value results in decreasing the reach of the view, decreasing the value results in increasing the reach of the Floor Plan View.

203 203 > Defining the Project Bounding Box How to define the project's spatial boundaries The project's spatial boundaries need to be specified in order to determine the volume that needs to be analyzed by Vico Office to find 3D elements for which quantities should be calculated. It is recommended to define the Project Bounding Box at the beginning of the project, and to define it in such a way that the full project will fit in it, to make sure that adjustments are not needed when additional models are included in the project. The Project Bounding Box is defined by entering X, Y and Z coordinate for a Lower Left Corner and an Upper Right Corner, as illustrated in the image below. Project Bounding Box: a building with 4 stories is fully contained in the first Location. 1. Activate the 6 - LBS Manager workflow panel.

204 Select the Define Locations workflow item to open the LBS Manager. 3. Right-click on the Project node and select Set Bounding Box Coordinates 4. The Project Bounding Box dialog appears.

205 In the Project Bounding Box dialog, enter the X, Y and Z coordinates for Lower Left Corner and Upper Right Corner, or - alternatively - click the Derive Coordinates from 3D View button, which will return the coordinates after determining the lowest and highest points in the activated models and appliying an offset of 30ft / 10m from these ponts. Note: when the Derive Coordinates from 3D View function is used when not all of the project's models are published and/or activated, the Bounding Box may have to be redefined later, which typically results in reorganizing the defined LBS.

206 206 > Adding Floors How to define Floor Locations in the project Locations are defined in Vico Office by virtually cutting the project's 'Bounding Box' into smaller boxes. Each Location has a Bounding Box and elements are included in a Location if they exist within the spatial boundaries of it. The 'Project Bounding Box' contains the entire model and is automatically generated. It is linked to the default 'Project' Location and becomes visible when the 'Project' LBS node is selected. Initial Project Bounding Box: a building with 4 stories is fully contained in the first Location. By adding Floors to the project, the Project Bounding Box is split into two pieces: the bottom half will contain the lower two stories, the top half will contain the upper two stories. By repeating this process, and setting the elevatings correctly, Floors are defined for the Vico Office Location Breakdown Structure.

207 207 Project Bounding Box split into two Floors. Elements are automatically assigned to the Location in which they are contained. 1. Activate the 6 - LBS Manager workflow panel. 2. Select the Define Locations workflow item to open the LBS Manager. 3. Right-click on the Project node and select Floor Split

208 Two new Floor Locations are created. Change the elevation as required. 5. After changing the name for the new 'Unnamed' Locations, click the Finish Editing button in the Edit Locations button to save the new Locations. To discard the changes, click the Cancel & Exit button.

209 209 How to define construction Zones > Defining Zones LBS Manager allows for drawing horizontal boundaries on a Floor to define a subdivision into Zones of the higher level Location. Boundaries are defined in the Floor Plan view, which makes it easy to draw line work in the selected Location. When the Floor Plan view is activated, a 2D section is created dynamically. The 2D section has the following parameters: Elevation - the vertical (z) position of the Floor, represented as the bottom of the Floor's Bounding Box. Cut - distance above the Elevation where the section will be generated to create the Floor Plan View. Default value is 4ft / 1.20m. The Cut height can be adjust dynamically while in Floor Plan view by using Shift + Scroll Wheel. View Depth - distance below the Elevation that defines how far below the elevation Floor Plan View should reach. Increasing this value means that elements from the Floor below will become visible where openings in the floor slab exist. The View Depth can be adjusted dynamically while in Floor Plan view by using Ctrl + Scroll Wheel. The Parameters are defined as part of the LBS - see below:

210 Activate the 6 - LBS Manager workflow panel. 2. Select the Location (either Floor or Zone) in which the Zone should be created. Make sure to check the Elevation, Cut and View Depth parameters for correct representation of the Floor Plan View. 3. Click the Floor Plan View button in the LBS Ribbon, or right-click and select Floor Plan View from the context menu. 4. The 3D view changes to a Floor Plan View based on the selected Location and defined Elevation, Cut and View Depth parameters.

211 Now, click the Add Polyline button. This will change the cursor in the 3D view into a pencil. 6. From the Snap Settings in the 3D View, select the desired snapping tools.

212 Start the new polyline outside or on the Location's Boundary to make sure that the new Zone can be generated by splitting the parent Location. Failing to do so will result in a discarded polyline after completing the 2D editing work. 8. Define the new Zone boundary by adding subsequent points to the polyline by left-clicking in the Floor Plan View, snapping to model geometry as needed. 9. Complete the new Zone boundary by clicking on or outside the parent Location's boundary and pressing the <Enter> key. Note that new Locations are added in the LBS tree. New Locations can be renamed by right-clicking and selecting Rename from the context menu.

213 Repeat steps 7, 8 and 9 as needed, to define additional Zone Boundaries. Additional polylines can be connection to newly added polylines. 11. After completing all required Zone Boundary polylines, click the Finish Editing button. This will save the defined Zone Boundary polylines and restore the 3D model. Important: see the Updating the Project topic for instructions on how to activate the new Zones and to update project quantities. Note: instead of defining Zone Boundary polylines that connect to other polylines or the parent Location's Boundary, it is possible to define 'Islands':

214 214

215 215 > Editing Zones How to modify boundaries of earlier defined Zones Part of the Location-based schedule optimization process is to optimize the size of work Locations in such a way that a continuous flow of work can be achieved. Location optimization can be performed in LBS Manager by adding or removing Floors and Zones, or by changing the boundaries of existing Zones. 1. In the Define Locations view, select the Location that contains the Zone boundaries that should be edited and activate Floor Plan view. 2. In the Floor Plan view, hover with your mouse cursor over an earlier defined Zone boundary polyline. The polyline will be highlighted.

216 Left-click to select the highlighted polyline. Three grip points will appear. 4. Click on the blue grip points to stretch the boundary line; click on the red grip point to move it. Click a second time to confirm the new position of the grip point.

217 All existing Zones that were defined by the previous position of the moved polyline will be turned into non-spatial Locations, which is indicated by showing these Location names in italics in the LBS. This can be corrected later by using the steps explained in the Assigning Bounding Boxes to Locations section. 6. Deactivate and reactivate the models in your project following the steps explained in Updating the Project to update the Location-based quantities.

218 218 > Updating the Project How to update Location-based quantities after adding new Locations After adding new Locations to the project, elements in the project have to be reactivated to determine to which Location or to which Locations they belong. This reactivation is performed from the Manage Models view set. 1. Start the Manage Models workflow item from the Workflow Panel. 2. Deactivate all models (or at a minimum: all models affected by the Location edits) in the project. Right-click on the model and select Deactivate from the context menu, or select the model and click the Deactivate button in the ribbon. 3. After completion of the deactivation process, reactivate by using the Activate option in the context menu.

219 Select the Define Locations workflow item and select one of the new Zones. Right-click and choose Isolate to review elements and split elements that are included in the new Location. 5. The new Zone's Bounding Box is shown in the 3D view and included elements are isolated.

220 220

221 221 > Assigning Elements Manually How to manually override the automatic element to Location assignment In some cases, it is desirable to not split an element, but rather assign the whole element to a specific Location. The manual element assignment provides the functionality for this. 1. In the Define Locations view set, select the Location in the LBS to which you want to assign elements. The corresponding Bounding Box is highlighted in the 3D view. 2. Click the Manually Assign button in the LBS ribbon, or select the Manually assign 3D elements option from the context menu. 3. Select the element or elements that should be assigned to the selected Location in the 3D model. Elements are pre-highlighted when the mouse is hovered over them to assist with selection of the correct element. Left-click to select.

222 Selected elements are shown in red. 5. Press the <Enter> key to complete the selection. A notification icon will appear in the LBS tree, to indicate that the Location has manually assigned 3D elements.

223 Deactivate and reactivate the models in your project to recalculate the project's Location-based quantities (see: Updating the Project) 7. To remove manually assigned elements from a Location, right-click on the Location and select Unassign all 3D Elements from the context menu.

224 224 > Assigning Bounding Boxes to Locations How to assign a Location Bounding Box to a non-spatially defined Location Locations can be added to the Vico Office project as 'non-spatially defined' Locations, which means that the Location name is included in the LBS, but no Floor or Zone definition has been associated with it. Non-spatially defined Locations can be added from the Manage Takeoff view or from the Plan Schedule view, or can result from changes in existing Zone Locations by moving boundaries (see: Editing Zones). Note: it is strongly recommended to complete this step before opening the Plan Schedule workflow item, as Activities (Tasks in LBS Locations) will be removed from the schedule if quantities are equal to zero. 1. In the Define Locations view set, open the Location in the LBS that contains non-spatially defined Locations, recognizable by the italic font used for the Location names. 2. Review the new (unnamed) Locations and decide which unnamed Location's Bounding Box should be assigned to the selected existing, but non-spatial, Zone and click Paint LBS Node from the LBS ribbon.

225 Hover your mouse cursor, which changed into a paint brush, over the available Bounding Boxes. Boxes are pre-highlighted, and a tool tip shows the name of the pre-highlighted Bounding Box. Left-click to select the Bounding Box that should be assigned to the selected non-spatially defined Location.

226 The previously non-spatially defined Location is now shown in bold, the Location from which the Bounding Box was obtained is shown in italics.

227 227 Manage Tasks The Task Manager, part of the Schedule Planner module, is used to establish the link between cost and schedule information by mapping cost Assemblies and Components to defined Tasks. Cost Assemblies and Components contain quantities for labor, material and equipment; Task Manager allows for using this information to calculate the amount of work that is associated with a Task by applying a Production Rate to one or more of the mapped Assemblies or Components using the following equation: Component Quantity x Production Rate = Hours of Work

228 228 Task Manager UI

229 229 New Task All projects start with an empty Task List. Populate the collection of Tasks for the project by clicking the New Task button to add a Task definition. New Summary Task A Summary Task contains a set of Tasks and can be used to define the Work Breakdown Structure (WBS) for the project. New Summary Task adds a new, empty, Summary Task to the project, to which Tasks can be assigned by dragging and dropping. Tasks selected when creating the new Summary Task will automatically be included in it. Insert Copied Tasks Copying Task definitions from an existing schedule or from a spreadsheet is a quick start for a new Vico Office schedule. After placing Task content on the Windows clipboard, use the Insert Copied Tasks button to insert in the project's Task List. Promote Task Promote Task moves a Task or Summary Task to a higher level in the Work Breakdown Structure. A Task or Summary Task can be promoted until it reaches the 'Project' level. Demote Task Demote Task moves a Task or Summary Task to a lower level in the Work Breakdown Structure. When demoting a Task from the highest level, it is automatically included in the Task above it, which at that point is turned into a Summary Task.

230 230 Delete Selected Delete Selected deletes the currently selected Tasks and/or Summary Tasks. Selected Only When the Selected Only mode is activated, only the selected Assembly is mapped to the target Task; any included Components are excluded. Unassign Selected The Unassign Selected button removes the selected Assemblies and Components from a Task and moves them back to the Cost Planner view. Show Mapped The n-tiered Assembly/Component cost structure in Cost Planner can provide useful context for Assemblies and Components that have been mapped to Tasks and are therefore hidden in the Cost Planner view. Show Mapped mode shows these Assemblies and Components in their original location in Cost Planner with a gray font to indicate that these items have been mapped to a Task. Open Schedule All Tasks defined in Task Manager are available for scheduling using the Schedule Planner module. Click the Open Schedule button to open the Schedule Planner view. Column Presets

231 231 Column Presets provide predefined settings that turn column visibility on or off. Default Sorting Mode All columns in the Task Manager view are sortable; to restore the original entry order, click the Default Mode button. Navigation Tools With the Navigation Tools buttons the Task List can be expanded or collapsed by level of the WBS (+ and - buttons), or collapsed/expanded entirely (double arrow buttons). Task List The Task List is a data grid in which the collection of Tasks and Summary Tasks for the project can be defined. Components and Assemblies are mapped to Tasks by drag-and-drop operations; the 'hours of work' for a Task are calculated by defining a Production Rate for relevant Assemblies and/or Components.

232 232 > Creating Tasks and Mapping Cost Items How to create schedule Tasks and map Assemblies and Components The Task Manager process of creating Tasks exists of two steps: A. Define Tasks B. Map Cost Assemblies/Components 1. Activate the Schedule Planner Workflow Panel 2. From the Workflow Panel, select the Manage Tasks Workflow Item 3. Enter a name for the new Task in the Name column and press <Enter> OR Click on the New Task button in the Ribbon.

233 After creating the required set of Tasks, labor, material and equipment data calculated with Assemblies and Components can be assigned. To do this, look up the relevant Components and Assemblies, and drag them over to the appropriate Task. 5. To be sure that all labor, material and equipment is part of the schedule, steps 1 to 4 should be repeated until the Cost Planner view on the right side of the view set is empty. 6. After completing the list of Tasks with mapped Assemblies and Components, the labor, material and equipment data can be used to calculate the number of work hours that will be required to complete the Task. This is explained in the Calculate Hours of Work section.

234 234 > Copying Tasks How to use the Windows Clipboard to quickly populate the Task List A quick way to create the Task List for a project is by copying content from an existing schedule, or from a standard list of task names maintained in a spreadsheet. 1. In the program that contains the set of Task information to be copied, select the Task Names and/or Task Codes and place the selected content on the Windows Clipboard. 2. In the Manage Tasks Workflow Item, select the position where the copied content should be inserted and click on the Insert Copied Tasks button.

235 235 > Creating Summary Tasks How to define Summary Tasks Tasks can be grouped into Summary Tasks to organize the schedule information. The number of 'summary levels' is unlimited, and Tasks can freely be included in or excluded from Summary Tasks. Method 1 1. In the Manage Tasks Workflow Item, select the Task that should be included in a Summary Task. Make sure that the Summary Task is above the selected Task. 2. Click on the Demote button in the ribbon: the Task is indented and will be included in the Task above it, which is automatically converted into a Summary Task. Note: Summary Tasks cannot contain any task duration calculations. Any existing calculation will be removed when a Task is converted into a summary task. Method 2 1. In the Manage Tasks Workflow Item, select the Task or Tasks that should be included in a Summary Task.

236 Next, click the New Summary Task button in the ribbon. 3. A new Summary Task is now created and the selected Tasks are included in it.

237 237 > Calculate Hours of Work How to use Assembly/Component quantities to calculate hours of work in a Task In Vico Office Schedule Planner, the amount of work for a Task is calculated as the sum of all work hours for Components or Assemblies assigned to a Task that are identified as Task Drivers. The Quantity of a Task Driver Component is multiplied by a Production Rate, which results in a number of hours of work needed to complete the scope for which the Component is the Task Driver. In summary: Hours of Work for a Task = SUM (Component Quantity x Production Rate) for all Task Driver Components. Example: The Task "Reinforcement of Foundation Beams" has two Assemblies mapped to it, both with two Components in it, used to calculate labor and material required for the Assemblies. The Labor Components are considered Task Drivers and are therefore assigned a Production Rate. The Production Rate is multiplied with the Components' quantities and result in a number of Hours of Work. The resulting Hours of Work are summed for the Task, which results in the Hours of Work for the Task.

238 238 The value for Hours of Work is divided by the assigned Crew's output in Schedule Planner, which results in the Task's Duration. 1. In the Manage Tasks Workflow Item, first create Tasks and Map Cost Assemblies/Components. 2. The Task Manager indicates by means of a notification icon ( ) that information for successful calculation of Task duration is missing. Hover over the icon to get information about missing information: in this case, no Production Rate has been defined, yet. 3. Click in either Hrs/Unit or Units/Hr column to define the Production Rate for the Component identified as Task Driver and enter the experience based number. In case of a calculation of labor in 'Hours', the Production Rate can be left '1', because the number of man hours was already calculated in the cost plan.

239 Task Manager now calculates the amount of Work Hours for the Component and rolls it up to the Task level. An icon in the row indicator shows which Component is used as Task Driver. 5. After completing the steps above, Tasks have a number of Hours of Work. What is missing is schedule logic, crew assignments and schedule optimization, which is done in the Schedule Planner view.

240 240 Plan Schedule Schedule Planner, Vico's location-based scheduling program, enables rapid schedule creation for construction projects, developing clear and intuitive schedules which dramatically improve your project planning. The resultant project plan provides input for controlling the flow of work production to further empower productivity improvements during the production phase. Schedule Planner helps to improve project management with the innovative control and risk management of projects in progress. Schedule Planner supports a powerful approach to managing construction projects based on location based quantity information defined through the Location Breakdown Structure (LBS) in Vico Office. The location-based approach allows for sophisticated planning and scheduling, including task planning, look-ahead detail planning, risk management, resource management and levelling, procurement planning, and logistics, as well as cost planning. The Location-Based Management System (LBMS) assists in monitoring progress, in identifying problems, and initiating control actions and in providing the information needed to manage a project at the time when it can be of most benefit.

241 241 Project Settings <TODO> Insert description text here... And don't forget to add keyword for this topic Project Name The Project Name reflects the name of the project given to it in the Vico Office Dashboard.

242 242 Start Start represents the planned start date of the project. Deadline Deadline represents the planned end of the project. Shift Length With the Shift Length, a default work day length can be defined for the project. Total number of hours for the assigned Crew is divided by this number to determine number of Shifts for the Crew. Currency Unit The Currency Unit defines the unit for all calculated cost values in the project. LBS Hierarchy The LBS Hierarchy shows the Location Breakdown Structure that was defined with the LBS Manager. Approve Schedule By Approving the Schedule, a baseline is created for the project.

243 243 > Defining Project Settings How to define schedule properties after starting the Schedule Planner view 1. From the Project menu item, select Project settings In the Project Settings dialog, change Start Date, Deadline and Shift Length as required. Project Name and Project Code are defined in the Vico Office Dashboard view.

244 244 Schedule Planner UI Most features of Schedule Planner are grouped into toolbars. The toolbars can be enabled / disabled from the View-menu Toolbars. The Toolbars and their main features are: Tools (the left toolbar presented above) Basic tools (new project, open file, save project, etc.) View Control tools (schedule selector, zooming) Printing tools (preview, print) Flowline tools (new task, split, draw, create dependencies, etc.) Gantt chart tools (edit hierarchy, indent/out-dent tasks, etc.)

245 245 Operating mode tools (planning / control / history mode selector) View settings tools (show forecasts, actuals, weekends, etc.) Task editing tools (copy, paste, etc.) Reporting tools Bill-of-Quantities tools Menu Toolbars Left Toolbar The left toolbar is used to access the views you need most when scheduling on controlling projects. The menus have some additional features that most users do not need as often. The Toolbars have the features you need for editing tasks, dependencies, or views.

246 246 The left toolbar icons from top to bottom: Project settings: for setting the project base data Spreadsheet menu: Risk levels Milestones Resource Registry Suppliers Task lists Quality Report Inspection Report Flowline view: Line-Of-Balance tool for scheduling Gantt chart: Traditional bar-chart for reporting and scheduling Control Chart: For the insertion of actual data to the project Resource view: For monitoring the site strength at any moment Histogram view: For reporting material, cost or resource usage as a histogram and cumulative curves Cash Flow view: For planning cash flow Network view: For examining the project logic Reports view: For accessing the reports of Schedule Planner Payment tables: For accessing the supplier and cost type specific payment tables of

247 247 Schedule Planner Risk simulation menu: Schedule risk analysis tools Schedule menu: Selection between simulated and planned schedule modes Log menu: Logged project information project feasibility and disturbances Note: in the File-Program settings there is a button Reset Toolbars left-clicking it will reset the toolbars to original positions.

248 248 How to 'sketch' a new schedule Task > Adding a Task Manually Besides Cost Planner driven Tasks, it is possible to add Tasks to the Flowline schedule manually by 'sketching' it in the Flowline view. 1. Click on the Open Schedule workflow item in the Schedule Planner workflow item. 2. In the Flowline view, click on the Task drawing mode button. The cursor will change into a pencil. 3. In the Flowline view, click in the Location where the new Task should begin, hold the left mouse button and draw the line to reflect duration and Locations where it should be performed. 4. Release the left mouse button to complete the Task definition. 5. The new, manual, Task is shown as a thin line to indicate that the duration is not quantity driven. The yellow dots can be dragged to set the estimated duration per Location. The new Task appears

249 249 in the Task Manager view, and Assemblies/Components can be mapped to it there.

250 250 > Defining Location Order How to define the Location completion order for a Task Defining the Location completion order is an important step in achieving a continuous workflow. By defining a path through the project for a Crew that is uninterrupted, Crews will not have to wait for other Crews to complete their work before continuing to the next Location, which prevents stops and restarts and reduces risk for the project. 1. Open the Schedule Planner view by clicking the Open Schedule workflow item from the Schedule Planner workflow panel. 2. The current schedule is opened and contains all Tasks that were defined as explained in the Creating Tasks and Mapping Cost Items section. Locations are shown on the vertical axis and reflect the Locations defined by Floors and Zones. 3. Review the collection of Tasks in the project and select a Task that has a non-optimal Location completion order. 4. Right-click to open the context menu and select Change Location completion order.

251 In the appearing dialog, select one ore more Locations, then click either Up, Down or Reverse to change the order by which work will be completed in Locations where the Task occurs. 6. Click OK to confirm your changes and review the result in the Flowline view.

252 252 > Defining Schedule Logic in Network View How to define the logical connections between Tasks in the schedule To define schedule logic, restraints between Tasks have to be defined. Schedule Planner's Network view provides a powerful way to quickly define the main logic between Tasks. Note: An Activity is a Task that occurs in a Location. Task restraints (dependendencies) are automatically defined for all Activities of a Task. So: if Task A occurs in 10 Locations and is restrained by a dependency to Task B that also occurs in 10 Locations, the 10 Activities from both Tasks are linked with the same dependency when it is defined between Task A and Task B. 1. From the Toolbar, click the Network view button.

253 The Tasks defined for the project are represented as boxes, which can be moved around by left-clicking at the top edge of the box and dragging to the desired location to organize the set of Tasks. 3. Task relations - restraints - can be defined by clicking inside a Task box and dropping it on top of another Task box. After dropping one Task box on another, a red arrow appears to indicate that a Finish to Start restraint has been defined.

254 Right-click on the dependency arrow to edit its properties. 5. The Edit dependency dialog appears. There are 5 types of dependencies available in Schedule Planner: Finish-Finish (FF), Start-Finish (SF), Finish-Start (FS, default), Start-Start (SS) and Start-Start AND Finish-Finish (SS+FF).

255 255 Delay is scheduled delay (for example, work cannot start earlier than 2 days after completion of a predecessor Task), defined in calendar days. Buffer delay is the delay is defined in work days. Location delay is the number of Locations that must be finished (in sequence) before the successor Task can start. Level of precision is the level of the LBS where the dependency is defined. For location delay it specifies which Location Grouping is used to calculate the location lag.

256 256 > Defining Task Restraints in Flowline View How to define dependencies in Flowline view Dependencies between Tasks can be defined graphically in the Flowline view by drawing relations between Activities, using the Dependency mode. 1. Activate Flowline view by clicking the corresponding button in the left toolbar. 2. Activate Dependency mode, by clicking the Dependency mode button in the toolbar. 3. Green nodes will appear for each Activity in all Tasks.

257 Define dependencies between Activities by connecting green dots while holding the left mouse button. 5. After snapping to the second green dot and releasing the left mouse button, the New dependency dialog appears. Specify the dependency as desired. Check the Location dependency option if the dependency should only apply to the connected Activities, and not to all Activities in the Task. If the check box if left unchecked, the dependency will automatically be applied to all Activities in the Task.

258 258 Delay is scheduled delay (for example, work cannot start earlier than 2 days after completion of a predecessor Task), defined in calendar days. Buffer delay is the delay is defined in work days. Location delay is the number of Locations that must be finished (in sequence) before the successor Task can start. Level of precision is the level of the LBS where the dependency is defined. For location delay it specifies which Location Grouping is used to calculate the location lag. 6. After clicking the OK button, the Flowlines will be reorganized to reflect the newly defined restraint.

259 259 > Using "Pace" and "ASAP" How to force early start and continuous flow of Tasks In addition to the "start as early as possible" restraint that can be found in CPM scheduling tools, Schedule Planner contains an option to enforce continuous flow of a Task, to prevent stop/restarts, which introduce extra cost and risk to the project. The Crew that is working on "Task 03" in the example below have to stop after completion of work in Location 1, wait, then restart in Location 2, and have to stop again after completing work in Location 2. Schedule Planner uses two internal restraints that prevents this from happening in the plan: "Pace" and "ASAP". 1. In the Flowline view, double-click on the Task you want to make changes to. The Edit Task dialog appears.

260 There are two options that define the behavior of the Task as it concerns when it starts, and whether stops/restarts are permitted or not. The As soon as possible option forces Activities to start directly after completion of predecessor Activities. Remove the checks for both As soon as possible and Paced to be able to freely move the Task to any desired start date to prevent stops/restarts. 3. Check both As soon as possible and Paced to start the Task as early as possible AND force continuous flow. The Task will now start at the earliest date when uninterrupted work is possible. 4. In the example below, this means: starting later and finishing on the same date.

261 261

262 262 > Defining a Location Lag How to define a restraint between Activities that are in different Locations It is often the case that multiple Locations have to be completed before the next Task can start. The example below shows three Zones on Floor 1, and Task 3 should not start until all three Zones (A, B and C) have been completed by the Crew working on Task Activate Dependency mode from the top toolbar. 2. Draw a dependency between the Activity in the last Zone that needs to be completed before work on the next Task can start, and the first Zone in which the next Task will start. 3. The New dependency dialog appears after releasing the left mouse button. The Location delay parameter shows to how many Locations back or forward (using the Location order) the relation is applied. The Level of precision shows on which level of the LBS the restraint has been defined.

263 263 (In this example, level 3: Project > Floor > Zone.) 4. Check the Location dependency box if the restraint should only be applied to the selected Activities. If the option remains unchecked, the dependency will be applied to all Activities of the linked Tasks.

264 264 > Assigning Crews from Cost Components How to assign Crews from calculated Labor Components to scheduled Tasks The duration of a Task is defined by the production rate of the Crew that works on it, using the following formula: Duration = (Units of Work) / (Crew Output per Hour * Number of Crews) The formula is evaluated in each Location where units of work (thus an Activity) exist. When the Assembly that was mapped to the Task contains "Labor" Components (see also Creating Tasks and Mapping Cost Items), Crews can be generated automatically. 1. Define Tasks and assign Assemblies and Components with Labor Components as explained in the Creating Tasks and Mapping Cost Items section. Make sure to make the Labor Components Task Drivers, as explained in the Calculate Hours of Work section. 2. Open the schedule by clicking the Open Schedule workflow item. 3. In the Schedule Planner view, select the Resource Registry option from the Project menu item. 4. Click on the Update Resources from quantities button in the bottom left corner to generate Labor Resources and Crews.

265 The Mapping resources from quantities dialog appears. Select the Resources from the cost plan's Components that should be treated as labor Resources for schedule planning, then click Next. 6. Select the Tasks to which the selected labor Resources should be assigned. Resources are mapped based on the Assembly/Component to Task mapping as specified in Creating Tasks and Mapping Cost Items. Click Next to complete the Resource mapping.

266 The labor Resources, including unit rate, are now listed in the Resource Registry. 8. The labor Resources from your Cost Plan are now also assigned as Crews to the Tasks in your schedule. The Crew composition is calculated by setting the Component with the largest number of labor hours to "1". All other Labor Resource numbers are calculated by ratio of this number. For example: a Task has been assigned the following Resources from Cost Components:

267 267 Concrete Laborer: 220 hours General Labor:100 hours The Crew becomes: Concrete Laborer: 1.00 General Labor: 0.45 The optimal Crew for this Task will be 2 Concrete Laborers and 1 General Labor resource. Optimization of the schedule will involve including the number of "Standard Crews" which is standard calculated.

268 268 How to assign Crews to Tasks manually > Assigning Crews Manually The duration of a Task is defined by the production rate of the Crew that works on it, using the following formula: Duration = (Units of Work) / (Crew Output per Hour * Number of Crews) The formula is evaluated in each Location where units of work (thus an Activity) exist. When cost for the project is not calculated to the level of labor resources, Crews for Tasks can be defined manually. 1. Open the Schedule Task by double-clicking on it in either Flowline view or Gantt view. 2. Click on the Resources tab. 3. In the Crew Composition section, click on the drop down button and select <new>. 4. In Code and name editing, enter the required values and click OK.

269 In the Consumption section, define the Production rate as number of units of work that can be completed per shift. The standard shift is equal to one day of work (8 hours). 6. Note how the Flowline's slope changes after confirming the changes by clicking the OK button. 7. The Resource usage will be visible immediately in the Resource Graph, which can be activated from the Left toolbar.

270 270 > Changing Production Rates and Crews per Location How to plan for varying production rates per Location Activities of the same Task may take longer in specific Locations of the project, due to accessibility or higher complexity of those Locations. To account for the additional time that will be required to complete these Locations, the production rate can be changed per Location. Example: Pouring concrete on the 40th floor will take more time than pouring the same concrete on the 3rd floor. 1. Open the Task for which you want to change the production rates for specific Locations by double-clicking on it. 2. Select the Duration tab. 3. The default production factor is <1>. Edit the default value as required. If needed, additional crews can be added per Location if complexity or amount of work demands this for optimal flow of the work.

271 271

272 272 How to optimize the schedule view using filters > Using the View Filter Settings Large projects will contain many Tasks, Locations and depedencies. View Filter settings allow for defining targeted views of the schedule information. 1. Open the View settings dialog from the View menu item by choosing the View settings... option. 2. The View Settings dialog contains filter and visibility settings for Locations, Tasks, Timing and Schedule Data. Selected items are visible; multi-selection is done by either holding the <Shift> key or the <Ctrl> key while clicking on desired items.

273 273

274 274 > Optimizing Crew Allocations Production can be optimized using a number of methods: 1. Adjusting Crews 2. Adjusting Crew Configuration 3. Splitting the Work to Enable Parallel Activities Method 1 In the Edit task Resources sub-dialog box, change the number of crews to the number required to achieve the required faster or slower production rate. Method 2 Click on the top of the task in the Flowline view (the cursor will change to an arrow to the right before clicking) and drag the line until its slope is the same as the task which is being matched. The Set duration dialog box will appear, where it is possible to change either the Production Factor (the same as the Production factor on the duration tab of the Edit task dialog box), the Crew (either Number or the crew makeup (Resource Quantity), or Consumption. Method 3 On the Edit task-durations tab, change the count of crews per location. The composition of crews is the same for all locations, but the count may differ. Thus, you can speed up the locations with more work, and slow down locations with less work or space for working.

275 275 How to introduce parallel work by splitting Tasks > Optimizing with Task Splitting Schedule Planner allows for splitting Tasks to enable parallel work of two or more Crews on the same Task at the same time. Tasks are split by Location, this way, additional Crews can be assigned to different Locations without disturbing each other's work. 1. In Schedule Planner's Flowline view, activate the Split schedule tasks mode. 2. Blue dots appear on the Flowlines in the schedule - the dots are the points where the Task can be split.

276 Move the cursor over a blue dot and left-click to apply a split operation. The Select locations for new part dialog appears to confirm the Locations for the two new Tasks. Click OK to confirm.

277 The original Task is split into two Split Tasks, which allows for defining parallel work, and assigning different labor Resources for optimization of the schedule.

278 278

279 279 > Adding Buffers How to add buffers between Tasks in your schedule To accomodate for risk that a predecessor Task will disturb a successor Task, or to schedule time for post-activity curing, a buffer can be added as part of a defined dependency. 1. In Flowline view, select the Task for which a buffer should be defined. All dependencies of the Task will be shown. (If this is not the case, see Using the View Filter Settings on how to make dependencies visible.) Blue dependency lines are Activity (Location specific) dependencies; red dependency lines illustrate the critical dependency. See Defining Schedule Logic in Network View and Defining Task Restraints in Flowline View for instructions on how to define dependencies. 2. Right-click on a dependency and select Edit. 3. Enter the number of calendar days for the buffer in the Delay field, or the number of work days in the Buffer delay field. Combinations are allowed as well.

280 280

281 281 How to define and use custom schedule views > Creating Custom Schedule Views Custom schedule views are named filters that can be opened from the toolbar. 1. To define a new custom schedule view, click on the Custom schedule views... item in the Project menu. 2. In the Custom schedules dialog, click Add.

282 In the Custom schedules dialog, specify the Schedule group in which the new custom view should be listed, the Locations, and Tasks. Click OK to save the new custom view.

283 Activate the new custom view from the view selector in the toolbar.

284 284

285 285 > Viewing and Sorting the Gantt Chart How to use the Gantt chart view in Schedule Planner Besides the Flowline view, Schedule Planner provides a Gantt view that can be used to view the schedule in a traditional bar chart format. 1. From the Left Toolbar, click the Gantt view mode. 2. By default, Tasks are shown as the top level in the Task hierarchy, with below that the individual Activities (Tasks per Location). 3. The default hierarchy can be modified by clicking the Edit hierarchy button.

286 The Edit hierarchy order dialog allows for creating a custom hierarchy based on multiple criteria. Click OK to apply. 5. The schedule Tasks can be sorted based on any of the visible properties by double clicking on the column header. An arrow indicates 'sort by' column, as well as sort order. 6. To view the Gantt chart in 'waterfall' mode, right click on a column header and select Sort schedule view to time order.

287 Thick, red arrows in the chart indicate a critical dependency. Task bar colors can be changed by selecting the Task name, and choosing Customize from the context menu.

288 288 How to use Schedule Planner to generate reports > Using Schedule Reports 1. Open the Reports window using the button in the Left Toolbar. 2. Select the report to generate from the report list at the top left of the Schedule Planner view. Available reports:

289 289 Task report by responsible person generates the list of Tasks in the project grouped by responsible person. Procurement task report shows the current status of the defined Procurement Tasks with quantities required per Location and 'Need By' dates. Quantities by Location provides an overview of all Method Assemblies and Resource Components that have been mapped to schedule Tasks in the Task Manager view, by Location. Lookahead report contains an overview of labor resources required per Location with start and end date and production rates. Float report provides an overview of float (free float and total float) per Task in the project. Completion report shows completion percentage of Tasks with resource quantities per Location. Task report returns completion and start/end dates per Task. Overview by methods generates an overview of Tasks with Method Assemblies and Resource Components. Project report provides an overall project overview. 3. Click the Settings button to specify the columns that should be visible in the report view.

290 290

291 291 > Defining Procurement Tasks How to create Procurement Tasks for required resources Procurement Tasks are used to group the labor, material and equipment, needed for the execution of schedule Tasks, and to plan the purchasing process for these resources. Planned Procurement Events help to keep track of the procurement process during the production phase. 1. Open the Bill of Quantities view from the Left Toolbar. 2. Change the active view in the Bill of Quantities to Procurement. Switch to Resource view to isolate the set of resources in the project. 3. The list of resources is presented.

292 Select the materials that should be purchased as a package. 5. Click the Create procurement task button.

293 Select the appropriate Procurement task type and click OK. 7. Specify Code, Name and check the automatically obtained (from Task information) Delivery dates.

294 Define procurement Events and required lead time in the Events tab. 9. Progress of the procurement process can be monitored in the Production Controller views.

295 295

296 296 Project Calendars <TODO> Insert description text here... And don't forget to add keyword for this topic

297 297 How to set up the project's calendar > Setting Up a Project Calendar The correct choice of calendar for the project and its tasks is vital for successful scheduling. In Schedule Planner there are global calendars, a project calendar, and task calendars. Global calendars provide a selection of regional calendars containing the annual holidays specific to that region. The project calendar is a special task calendar used as the calendar for all project settings, and is created to plan for given non-working days and special one-off events. It is also the task default calendar, unless an alternative task calendar is selected. The project calendar dictates how the calendar is displayed in the different Schedule Planner views. For example, non-working days, such as weekends and holidays, will be shown as shaded areas. Individual tasks can be allocated their own calendar, chosen from the task calendars. Task calendars are created to enable work to be planned using different shifts, working day patterns, or holidays. Calendars can be created from a combination of: The Schedule Planner Edit Project Calendars dialog box The Schedule Planner Task calendars dialog box Importing calendar templates 1. From the Project menu, select Edit calendars The Edit project calendars dialog is presented.

298 If desired, create a new calendar by clicking the New calendar button. Change the name in the details. 4. Load the calendar that should be the basis for the project calendar from the Set as default

299 299 calendar... setting. 5. Then, modify the list of holidays, using types as follows: 6. Define the work week by clicking the Working days of the week button. 7. Specify number of hours per work day and start of the work day. Optionally, for example for overtime calendars, enter a factor for the cost multiplier.

300 300 How to assign a custom calendar to a Task > Assigning a Calendar to a Task When overwork or an otherwise special schedule is required for a Task, a new project calendar can be created as explained in the Setting Up a Project Calendar section. After defining the new calendar, it should be assigned to the concerned Tasks. 1. Open the properties of the Task by double-clicking on either Flowline or Gantt bar. 2. In the Timing section, select the custom calendar from the list of available project calendars. 3. The new calendar is applied after clicking the OK button.

301 301 Define Location Systems Location Systems are alternative Location Breakdown Structures for the same Location in the project's Location Breakdown Structure. The ability to maintain parallel alternative Location Breakdown Structures within the same parent Location makes it possible to use the optimal Location size for each trade. For example, the 'Floor 1' below will be broken down into a "Zone A" and a "Zone B" for all 'Concrete' related work, whereas a subdivision into the individual rooms on the floor is more appropriate for the trades involved with 'Finishes'. Two Location Systems will be created in this case: one that is broken down in the optimal way for 'Concrete' related work, and another one that is broken down optized for 'Finishes' work.

302 302

303 303 > Defining Location Systems How to create Location Systems to create trade-specific Location breakdown structures 1. Select the Define Location Systems from the LBS Manager workflow palette. 2. Create new Location Systems, one for each trade or group of trades that requires a unique Location breakdown, by clicking the New Location System button in the Location System ribbon. 3. Change the new Location System name as required. 4. Associate Tasks with the new Location System, to define how the Locations are defined for

304 304 mapped Tasks. Drag and drop Tasks to the appropriate Location System to do this. 5. After mapping Tasks to Location Systems, the Formula of the Components that are mapped to the Tasks are updated so that they are evaluated only in the assigned Location System's Locations. You can check this by opening the Formula Editor for the Components that are mapped to Tasks that are mapped to a Location System.

305 305 > Including Location Systems in LBS How to define trade-specific Location Breakdown Structures When one Location should be broken down in more than one way to accomodate for optimal location sizes for all trades, Location System nodes should be included in the LBS to allow for that. As many Location Systems can be inserted below a Location to allow for alternative breakdowns. Each Location System creates an exact copy of the parent Location. 1. In the Define Locations view set, select the Location for which multiple Location Breakdowns should be defined. 2. Right-click and select Add Location System. You can either insert the desired Location Systems one-by-one, or choose to insert all Location Systems by selecting All.

306 For each of the inserted Location Systems, a Location Breakdown can now be defined by either defining Zones in Floor Plan View (see: Defining Zones) or by inserting Floor levels (see: Adding Floors).

307 307 Review Location Systems and quantities by opening the Manage Takeoff view.

308 308 Manage 4D Creation of 4D simulations is an integrated part of the Vico Office workflow and does not require any additional effort to create and maintain. 3D model elements are connected to Tasks through Takeoff Items and Cost Planner Components; as a result, after mapping Cost Planner Components and Assemblies to Tasks, the 4D simulation is created implicitly and is ready to use for review and communication of the created schedule. The 4D Manager allows for defining and mapping Tasks to 4D Groups, which can then be used to specify the behavior and representation of linked elements when Tasks occur, thus creating the 4D Simulation.

309 309 4D Manager UI New 4D Group Set The New 4D Group Set button creates a new 4D simulation representation for the project, which is accessible via 4D Explorer's 4D Representation Mode dialog. Manage 4D Group Sets The Manage 4D Group Sets function lets you add new 4D Group Sets, or remove existing sets. Add 4D Group

310 310 The Add 4D Group button adds a new 4D representation group to the project's collection of 4D Groups. Delete Selected Delete Selected 4D Groups. Unassign Selected Selected Tasks that have been assigned to a 4D Group can be unassigned by clicking the Unassign Selected button. Show Mapped By default, Tasks that are mapped to a 4D Group are hidden from the Task Manager view. Click Show Mapped to make them visible again. 4D Group A 4D Group is a collection of similar Tasks, for which behavior and color settings for the 4D Simulation can be defined. 4D Group Behavior and Representation

311 4D Group Behavior is defined through selection of one of the predefined behaviors (Build, Demolish or Temporary) and selecting color with translucency setting. 311

312 312 > Defining 4D Groups How to setup a 4D Simulation Before a project's 4D Simulation can be viewed and used for analysis and communication purposes, 4D Groups and 4D Representation settings need to be setup. The Define 4D Simulation workflow item allows the user to set up 4D Group Sets and 4D Groups. A 4D Group Set is a collection of Task to 4D Group mappings and representation settings, and results in a 4D Simulation mode. More than one 4D Group Set may exist in a project, which allows for defining purpose specific 4D Simulations by creating different 4D Groups and 4D Group representation settings for different audiences (for example, '4D for customer' and '4D for superintendents'). A 4D Group is a group of (similar) Tasks that will be represented the same way during playback of the 4D simulation. 4D Groups have a color and assigned behavior, which occurs when associated Tasks take place during playback of the project's schedule in the simulation. Example use of 4D Group Sets and 4D Groups: 2 4D Simulations are defined, one for "Customer" and one for "Superintendents" 1. From the 4D Manager workflow palette, select the Define 4D Simulation workflow item.

313 From the ribbon, click the New 4D Group Set button. 3. Enter a name for the new 4D Group Set and press OK. 4. The new 4D Group Set is activated, as indicated in the status bar of the 4D Task Groups view Status Bar.

314 Add 4D Groups by clicking the Add 4D Group button. 6. The new 4D Group is shown in the grid. Change the name to the desired name, and select the type of behavior that should be associated with the 4D Group. Build is the default behavior: elements linked to the Task are hidden at the start of the 4D Simulation, appear in the 4D Group's color during the Task's duration, and will remain visible at the completion of the Task. With Demolish behavior, associated elements are visible at the start of the 4D Simulation, appear in the 4D Group's color during the Task's duration, and will be hidden at the completion of the Task. By selecting the Temporary behavior, elements mapped to the 4D Group are hidden at the start of the 4D Simulation, appear in the 4D Group's color during execution of the Task, and will be hidden again at the completion of the Task. Click on the Color cell to pick the desired color for the 4D Group; Transparency provides the option to set the degree of translucency by which associated elements should be shown when the Task occurs. 7. Next, map Tasks to the defined 4D Groups by dragging and dropping them from the Task Manager view on the right into the desired 4D Group to the left.

315 Repeat steps 5, 6 and 7 to create the 4D Groups that are required for visualization of the designed schedule for the purpose of the defined 4D Group Set.

316 316 > Preparing the 4D Simulation How to prepare the defined 4D Simulation for communication and analysis purposes The 4D Simulation that is defined using 4D Groups can be viewed interactively in the 4D Explorer view, which has functionality for playback, date selection and information to be presented on top of the simulated model. The 4D Explorer view is part of the Vico Office Client. 1. Start 4D Explorer by clicking the Explore 4D workflow item in the 4D Simulation workflow group. 2. Select the desired 4D Simulation configuration by choosing either CAD Model Colors or one of the earlier defined 4D Group Sets. Task Status Color mode becomes available as soon as Production Control information has been entered for the project. 3. Click the Simulation Settings button to define the presentation of the 4D Simulation.

317 The Simulation Settings dialog provides configuration options for three aspects of the 4D Simulation: Late Start and Running Late Tolerance (applicable only when Production Control is entered for the project) lets you define when elements should be marked as "Started Late" and "Running Late".

318 318 Show/Hide provides settings for additional information that is presented on top of the 4D view. Date Stamp shows the current date in the top left corner of the simulation; Week Counter shows the current week (counted from the beginning of the simulation/schedule) in the top left corner of the simulation; Day Stamp shows the current day (counted from the beginning of the simulation/schedule) in the top left corner of the simulation. Show unassigned 3D Elements provides the option to either hide or show elements that are not associated with any Task in the schedule. When the check box is cleared, only those elements that have been associated with Tasks will be visible throughout the simulation playback. Element appearance after completion is relevant - as noted in the dialog - only for 4D Groups with "Build" behavior, as these are the only elements that remain visible after finishing of associated Task(s). The option lets you decide what the color of completed elements should be: gray, translucent or the color assigned in the original CAD model. 3D Elements with pending Task Appearance lets you set the color of those elements that are between two Tasks (one Task has been completed, the second one has yet to start). The Legend options provide two choices for presentation of 4D Group color clarification. The Static legend option shows an overview of all defined 4D Groups and colors, the Dynamic legend updates when Tasks in a 4D Group occur. The Legend is only available if one of the 4D Group Sets is selected in step 2.

319 319 How to view the defined 4D Simulation > Playing the 4D Simulation 1. Before playing the 4D Simulation, you can set the date range for which the simulation should be presented with the Simulation Range date selection. 2. To start the playback of the 4D Simulation, click the Play button ( ) from the view toolbar. 3. During playback of the simulation, you can stop, step back, step forward, rewind and fast forward, using the VCR controls in the view toolbar. 4. Show or hide the Legend pane by clicking the Legend Pane button. Note that the button is only enabled when a 4D Group Set is selected as 4D Presentation Mode.

320 320 Manage Constructability Issues In Vico Office, managing constructability by model analysis and automated clash detection is embedded in the workflow. The same model that is used for quantity takeoff is also used for cost planning and constructability analysis. The Vico Office Constructability Manager module provides support for constructability analysis in a 3-step process: 1. Detect Clashes 2. Manage Constructability Issues 3. Manage RFI's 1. Clash Detection can be performed by specifying criteria of elements that should be analyzed (Layer, Element Type), and then run automated detection. Detected clashes are grouped per element, so that the collection of clashes becomes easier to process. During the review of the detection results, clashes can be classified as 'Constructability Issues', which then moves the clash to a secondary list, separate from the Clash list. 2. The list of Constructability Issues can be used as input for meetings and constructability issue tracking. Further details can be added to Constructability Issues by saving viewpoints, adding markup and attaching documents and images. Comments allow for 'meeting notes'. All information in the collection of Constructability Issues can be included in a Constructability Report.

321 3. When a Constructability Issue asks for further information from project partners, it can be escalated to an RFI. In this case, the Constructability Issue is copied - with its saved viewpoints and markup - to the 'Manage RFI's' view set. With Constructability Manager, constructability management becomes an integrated part of the virtual construction process, which allows for creation of the materials that are needed for reports and meetings. 321

322 322 Constructability Manager UI Detect Clashes Runs the clash detection process using the most recently used settings. Start the 'Detection

323 323 Settings' to create a new clash detection setting. Detection Settings Opens the 'Detection Settings' dialog, in which the two sets of Layers and Element Types that will be compared against each other can be specified. Detection Settings can be saved under a user defined name for later use. Add Issue Constructability Issues can be created by converting a Clash into one, but can also be added manually, without using a Clash as startpoint. Use this function when a constructability problem exist without an associated clash between geometry (for example, in case of a gap between elements). Add Issue with Symbol By adding a Constructability Issue with a Symbol, a 3D marker is placed in the model, which helps with finding recognized problem during the review phase. Detected Clashes The Detected Clashes tab holds the result of one or more automatic Clash Detection processes. During a Clash Detection process new Clashes are added to the existing list; Clashes can be removed by setting them to the 'Ignore' status. Constructability Issues The Constructability Issues tab contains all Clashes that have been classified as a 'Constructability Issue'. The Constructability Issue list allows for adding comments, viewpoints and markup.

324 324 Viewing Tools Viewing tools assist in finding and analyzing the selected Clash or Constructability Issue. The tools can be used side-by-side and make it easier to find and review the selected item. See Reviewing Clashes and Reviewing Constructability Issues for more information. View Modes View modes define how the selected Clash or Constructability Issue is presented in the 3D model. 'Highlight' shows the elements associated with the selected item in bright yellow color, 'Isolate' hides all elements that are not associated with the selected item, and 'Translucent Mode' makes the elements that are not associated with the selected item translucent. Clash / CI List The Clash / Constructability Issue list contains all items in the current project. Filters and sort criteria can be applied to define sub sets of this content. See Filtering Clashes and Constructability Issues.

325 325 > Defining Clash Detection Settings How to define settings for automatic clash detection 1. Click the 'Detection Settings' button in the 'Constructability Manager' Ribbon tab - the 'Detection Settings' dialog is opened. 2. Clash Detection Settings are defined by specifying two collections of elements that are compared with each other. The dialog has a 'Left' and a 'Right' collection:

326 326 The elements in the 'Left' collection will be compared with the elements in the 'Right' collection. 3. The collections of elements (Left and Right) are defined by specifying the Layers and Element Types that should be included in each. 4. Select the Layers from which elements should be included for both 'Left' and 'Right' by clicking on the 'Add' button: 5. The list of Layers in the current model is displayed. Select the Layers that should be included in 'Left' and 'Right'; click 'OK' to confirm.

327 The 'Current Layer Selection' shows which Layers were selected for both 'Left' and 'Right'. 7. To modify the current Layer Selections, select individual Layers and click the 'X' symbol, or use the 'Select All'/'Select None' buttons to subsequently remove Layers.

328 Next, refine the collection of selected elements by specifying the Element Types that should be included in it. Click on the 'Add' button to get the selection dialog for Element Types. Click the check box in front of the required Vico Office Element Type to include it in the selection set. Repeat this for both 'Left' and 'Right'.

329 329 Note: Revit models do not contain Layers, therefore only 'Element Types' can be used for definition of the 'Left' and 'Right' comparison sets for these models. 9. Next, select how existing Clashes should be handled. Two options are available:

330 330 When Reset Ignored Clash List is selected, all Clashes that were previously removed from the list with clash detection results by 'Ignoring' them, will be added to the list again when detected. With Recheck Existing Clashes and Clash-based Constructability Issues, all existing geometry clashes are verified, making sure that they still exist in the project. This setting is recommended when newer versions of project models have been activated after a previous clash detection. 10. The defined settings are not saved yet - this is indicated by the red background in the text box Select Saved Analysis Settings or Define New in the top of the dialog. 11. Save the current settings by clicking the Save button, or save an existing set under a different name by using the Save As button. If necessary, existing sets can also be deleted by clicking the Delete button. Clicking Save or Save As will open a dialog in which a name can be defined for the new detection settings. 12. Last step is to either close the dialog and continue working, or to use the defined settings immediately by clicking the Activate and Detect Clashes button. Note: The selected Analysis Setting is the currently 'Active' setting. This setting will be used when the Detect Clashes button is clicked.

331 331 > Saving and Restoring Clash Detection Settings How to save Clash Detection Settings 1. When modified Clash Detection Settings are not saved, yet, this is indicated by a red background in the text box Select Saved Analysis Settings or Define New in the top of the dialog. 2. Save the current settings under the same name by clicking the Save button OR Save the edited set under a different name by using the Save As button - a dialog will appear in which you can define a new name for the modified set. 3. If necessary, existing sets can also be deleted by clicking the Delete button. Clicking Save or Save As will open a dialog in which a name can be defined for the new detection settings.

332 332 How to run an automatic clash detection > Running a Clash Detection 1. When Clash Detection Settings have been defined, and the desired Clash Detection Setting is active, you can click the Detect Clashes button in the Constructability Manager Ribbon to start the detection process. 2. Constructability Manager will run the clash detection process, using the settings that were defined earlier, as described in Defining Clash Detection Settings. 3. At the end of the process, detected clashes will be listed in the Detected Clashes tab.

333 333 > Reviewing Clashes and Constructability Issues How to review the collection of detected clashes 1. All 'hard' clashes that result from running an automatic clash detection are listed in the Detected Clashes tab in the Manage Constructability Issues view set. 2. To review a clash, select it in the list. The selected clash is indicated by means of gray color and orange row indicator. 3. The elements that are involved in the selected clash are highlighted by means of a yellow color in the model.

334 To only view the clashing elements, select the Isolate Mode option from the View Modes section to the right in the Constructability Manager view. 5. To restore the context of the model, you can show the elements that are not involved in the selected clash translucent. Do this by selecting Translucent Mode 6. Select Highlight to go back to the default view mode.

335 The Auto Zoom option automatically sets the focus of the camera in the 3D model such, that the clashing elements are fully visible. 8. With the Auto Reveal tool switched on, any elements that are preventing you from seeing the clashing elements are temporarily hidden. The elements that are hidden are updated dynamically when you use the navigation tools. Using this tool, it is easy to see clashing elements that are located inside, or on the other side of the building. 9. The Dim Model model helps you to easily identify the clashing elements in the model by making the rest of the elements gray.

336 336

337 337 > Sorting and Filtering Clashes and Constructability Issues How to filter the list of Clashes and Constructability Issues The list of detected Clashes or Constructability Issues to manage can get quite long. Therefore it is sometimes beneficial to filter the list based on specific properties, such as 'Element Type' or 'Date Found'. The steps below explain how to do this. 1. In the Detected Clashes or Constructability Issues tab, make sure that the column that you want to use for sorting and/or filtering is active. Right-click on any column header and select Column Chooser to add any missing columns. 2. Drag-and-drop the column you would like to add from the Column Chooser to the grid. 3. Click on a column header once to sort ascending, click another time to sort descending.

338 To filter the list for a specific value, click on the small funnel icon. A list appears with the values that exist within the selected column. Click the desired value to filter out all items that match this criteria. 5. Alternatively, you can define a custom filter, that combines multiple search criteria. Custom filters can be defined in the filter editor, which you can start by right-clicking on a column header and selecting Filter Editor.

339 In the Filter Editor, define the criteria based on which you want to filter the list. Use 'AND' and 'OR' operators to refine or expand your filter. All properties of Clashes and Constructability Issues are available for the custom filter. 7. Click OK or Apply to use your custom filter. 8. You can cancel the filter by closing it in the Filter Status Bar, or edit it by clicking on the Edit Filter option. Previously applied filters are listed in the bottom of the list, so you can easily restore them.

340 340 > Removing a Clash How to delete a clash from the list of clash detection results When a detected clash is not a problem that needs to be tracked because its geometry is defined as intended, you can prevent that clash from showing up in your list of clash detection results. 1. Select a clash in the Detected Clashes list. 2. Right-click on the selected clash - the Clash Context Menu appears. 3. Select Ignore Clash 4. The selected clash is now removed from the list and will not appear when you re-check the model, unless you select the Reset Ignored Clash List option in the Clash Detection Settings.

341 341 > Converting Clashes to Constructability Issues How to turn a Clash into a Constructability Issue Constructability Manager allows you to review the list of detected clashes and either remove items from the list, or mark the as Constructability Issue, thereby including them in the list that contains the content of the project's Constructability Report. Both individual clashes and groups of clashes can be turned into Constructability Issues - the steps below explain how. 1. Select the clash that you have reviewed and identified as a Constructability Issue. 2. Right-click and select Mark as Constructability Issue 3. The Clash is now removed from the Detected Clashes list and moved to the Constructability Issues list. 4. When you find, during your clash list review, that a group of clashes are really related to the same problem in the design and/or model, you can convert a group of clashes into one single Constructability Issue. To do this, first select the concerned clashes, and right-click on the selection - the Clash Context Menu appears. 5. Select the Group as Constructability Issue to create one new Constructability Issue from the group of Clashes.

342 342 > Adding a Viewpoint to a Constructability Issue How to add a viewpoint to a Constructability Issue You can save viewpoints to Constructability Issues to store the view in which the issue can be seen optimally. After saving, when you select the Constructability Issue again, the saved viewpoint will be restored. Viewpoints also allow for adding markup. 1. Select a Constructability Issue in the Constructability Issues list. 2. Use the 3D navigation tools to obtain a good view of the elements involved. 3. Next, select Add View Point from the View & Markup Ribbon Bar. 4. Constructability Manager saves the viewpoint with the selected issue. The first saved viewpoint is automatically set to Default viewpoint - the default viewpoint is included in the standard Constructability Report. 5. Add as many viewpoints to the selected Constructability Issue as needed - subsequent viewpoints can be restored by using the arrow keys to cycle through the collection of saved viewpoints. Use

343 the Set as Default option to change the default viewpoint to the currently active viewpoint. 343

344 344 How to add markup to a saved viewpoint > Adding Markup to a Viewpoint Viewpoints that you have saved with a Constructability Issue allow for adding markup, to further clarify the problem that is captured by means of the issue. 1. Select a Constructability Issue and a viewpoint in that issue. 2. Select the View & Markup Tools Ribbon Tab. The tab contains the Markup Tools section, which you can use to annotate the active saved viewpoint. 3. First, pick a color of the markup that you are going to add.

345 Next, select one of the available tools: The Freehand Tool lets you add line work to the viewpoint as if you were using a pen, which allows for adding information in 'sketch mode'. Add Cloud lets you pick points around the area of interest; Constructability Manager automatically translates these picked points into a cloud shape. Add Text places a cursor in the model space and allows you to enter a text by typing. Text is placed using the selected color. The Erase function lets you delete any unwanted markup. Note: All Markup is saved with the viewpoint and included in the Constructability Reports that can be generated with the Report Editor.

346 346 How to attach images to Constructability Issues > Attaching Images Besides viewpoints, you can also save images with Constructability Issues. This functionality is added to let you attach segments of design documentation, or pictures from the actual work. 1. Select a Constructability Issue. 2. Activate the View & Markup Tools and click the Add Image button. 3. You are presented two options for attaching an image: Paste Image from Clipboard inserts the content of the Windows clipboard, or Browse for an Image File, which lets you select an image file from a folder on your system. 4. Images that you attach to a Constructability Issue are accessible through the Images button in the Constructability Issue panel to the right side of the Constructability Manager. Click the button to review your attached images.

347 Use the double arrow keys to cycle through the collection of attached images. You can use the + and - buttons to zoom in/out and toggle the Set as Default option to set the image as the default one (this includes the image in the Constructability Report). Remove deletes the current image from the Constructability Issue.

348 348 > Manually Adding CI's and CI Objects How to manually add a Constructability Issue to the project Sometimes a Constructability Issue is not the result of a detected clash, but rather a problem in the design that is detected during exploration of the project model. For this purpose, Vico Office Constructability Manager allows you to add Constructability Issues manually. You can also insert Constructability Issue Objects in the model, which makes it easy to review detected issues later. 1. In the 'Manage Constructability' view set, select the Constructability Issues tab. 2. To add a new item to the list, click the Add Issue button from the Constructability Manager Ribbon Tab. 3. A new, empty Constructability Issue is added to the list. Enter information in the empty fields of the new issue to complete its definition.

349 To insert a new Constructability Issue with a Marker in the 3D View, click the Add Issue with Symbol button in the Constructability Manager Ribbon Tab. 5. Using Snapping, you can now specify the location in the 3D model where you have detected the Constructability Issue. Left-click to insert the Constructability Issue Symbol. 6. A Constructability Issue Symbol is inserted in the model, and a new Constructability Issue is added to the list. The inserted symbol is highlighted when the related issue is selected in the list of Constructability Issues.

350 350

351 351 > Changing the Location of CI Symbols How to modify the insertion point of a Constructability Issue Symbol 1. In Manage Constructability, make sure that inserted Symbols are active, by activating the Show Symbols option in the 3D View Ribbon Tab. 2. Next, activate the Selection Mode in the same Ribbon Tab. 3. Zoom to the Constructability Issue Symbol that you would like to edit and select it by right-clicking on it. 4. Select Edit Symbol from the appearing Context Menu. 5. A circle and two lines are presented to indicate the current position of the CI Symbol - drag the object to the desired location by clicking on the bottom point of the object and holding the mouse button while moving it. A leader is automatically added between insertion point and new location of the Constructability Issue Symbol.

352 352

353 353 > Adding Elements to a CI How to associate elements with a manually added Constructability Issue After you have added a Constructability Issue manually, either by inserting a Constructability Issue Object, or by just adding a Constructability Issue to the list, you can associate elements from the model with it. By doing so, you enable Vico Office to automatically zoom to the area in the project where the issue was found. 1. Select the Constructability Issue that you would like to link 3D model elements to in the Constructability Issues list of Constructability Manager. 2. Click on the Add Elements button in the View & Markup Tools Ribbon Tab. 3. Move your cursor into the 3D View - you will notice that it changed into a Paint Brush. Now click on the elements that you would like to associate with the selected Constructability Issue.

354 354 Note: this process also works with existing Constructability Issues, to which you would like additional elements on top of the elements that were found as 'clashing' during an automatic clash detection process.

355 355 > Generating Constructability Reports How to generate a report with the current collection of Constructability Issues 1. From the Workflow Panel, select the Create Report Workflow Item. This will open the Report Editor view. 2. Create a new Category if needed (when there are no categories yet, or when you would like to separate the Constructability Reports from all other reports). Click on the New Category button to do this. 3. Vico Office contains an example Constructability Report template that is ready to use. To open it in your project, click the Import Template button. 4. Vico Office opens a file browser dialog. You can find the Vico Office reporting templates in the Program Files/Vico Software/Vico Office/Report Templates folder. Select the template named Constructability Report Template. 5. After the report has opened, right-click on the report and select Generate. Your report with current collection of Constructability Issues is now generated, including the viewpoints you saved with the issues, as well as the attached images.

356 356

357 357 Compare & Update Compare & Update is the view in Vico Office that lets you compare the current project status to earlier saved versions - called 'Snapshots' in Vico Office - and other projects. The Compare & Update view shows the compared project information side-by-side, and also color codes the cells where it finds differences between the current project status and the selected reference. Result of a 'Cost' comparison between current project status and a reference. The software indicates that the cost per unit has changed from to Besides detecting differences between 'current' and 'reference' the Compare & Update function also lets you synchronize the reference with the current project; you can do this per selected item, or for all detected differences. Compare & Update can compare data of the following types: Cost Cost including Takeoff Items Takeoff Items Tags Models Constructability Issues RFI's

358 358 Compare & Update UI Compare To To setup a comparison, a project snapshot or reference needs to be selected. the Compare To button opens the Compare & Update Settings dialog in which available snapshots and references are listed. Comparison Preset

359 359 The Comparison Preset button contains the list of data types that can be reviewed in the Compare & Update view. Options are Cost, Cost with Takeoff Items, Takeoff Items, Tags, Models, Constructability Issues and RFI's. Update All With the Update All button, all content that was identified as being different in the selected reference to the current project at once, thus synchronizing the reference with the current project. Update Selected The Update Selected button, only the different content of the selected items is copied to the current project. Isolate Differences Using the Isolate Differences button, only the items that contain differences are shown in the Compare & Update view. All items that are identical in reference and current project are hidden. Reset List After using the Isolate Differences button, the full list of content in both current project and reference can be restored using the Reset List button.

360 360 Compare & Update Grid The Compare & Update Grid contains all content of the selected type (based on selected Comparison Preset) from the current project (column '1') and the reference selected with Compare To (column '2'). Identified Difference When a difference is identified by the Compare & Update function for a data field in the selected Comparison Preset, it is marked with a red color, to make it easy to recognize where the differences between the current project data and the selected reference exist.

361 361 > Starting a Comparison How to start a comparison between the current project data and a Reference The Compare & Update function is used to detect the changes between current project data and data from an earlier saved snapshot or data in a Reference, which can be another project, or data set that contains company standard information such as 'unit cost'. 1. Start the Compare & Update function from the Workflow Panel 2. Click on the Compare To button to setup the comparison. 3. Select the project Snapshot or Other Project to compare the current project status with. Click OK

362 362 to confirm your selection - you can compare one Snapshot or Other Project to the current project status at a time. 4. By default, the Cost Comparison Preset is loaded and the cost Assemblies and Components of current project ('1' columns) and selected reference ('2' columns) are presented side-by-side. To compare a different type of content, click on the Comparison Preset button and select one of the available options: Cost is the default option and compares Assemblies and Components as defined in Cost Planner Cost and Takeoff compares Assemblies and Components, as well as the Takeoff Items and Takeoff Quantities that were used in the Component Formulas. Takeoff compares Takeoff Items and Takeoff Quantities and allows for analysis of quantity variance. Tags compares the collection of Tags and Tag Values Models compares Models and Model Versions and allows for quickly copying model content from one project to another Constructability Issues compares the collection of managed Constructability Issues with ID, Name, Comment and Date Found RFI's provides a comparison between the set of Requests for Information between current status and selected Reference. 5. After selecting the Comparison Preset, the result is presented in the Compare & Update grid. Differences between the two datasets (current and reference) are presented in red cells.

363 363 > Updating the Current Project How to update the current project data to match the selected Reference After running a comparison between current project data and selected reference, the Compare & Update view indicates where differences between the two data sets exist by showing the cells with different content with a red fill color. To synchronize the two versions, the Compare & Update function lets you automatically copy the content that is different in the reference to the current project. 1. With a comparison of current project status to reference, analyze the Compare & Update Grid to see if there are any differences between the two data sets. 2. If there are differences, and you want to make the content in the current project identical to the content in the selected project, click the Update All button in the Ribbon. Office automatically copies all content that is different or missing in the current project from the Reference to the current project.

364 364 > Updating Selected Items How top copy only selected items from the Reference to the current project You may not want to copy all different or missing content from the Reference to the current project, but only a selected sub set of data. For this purpose, you can use the Update Selected function. 1. In the Compare & Update Grid, select the items that you would like to update by clicking on them. You can select multiple items by holding the SHIFT and/or CTRL button while clicking. 2. After completing the selection, click the Update Selected button to only copy the content of the selected items from the Reference to the current project. The cells that were previously marked with a red color will now be identical.

365 365 How to show only content that has differences > Isolating Differences Large data sets may contain differences that are detected in various places in the project. It may be hard to find the differences in this case - therefore Compare & Update allows you to isolate the differences in the data set to be able to quickly review these. 1. After selecting a reference to compare to and selecting a preset to view the differences, click on the Isolate button. 2. Vico Office hides the content that has no differences between the reference and the current project, and only shows the content with differences.

366 366 > Copying Models How to use Compare & Update to copy models from one project to another The Compare & Update view is a great tool for synchronizing cost and other project data, but can also be used to copy models from one project to another. Using the 'Models' preset, model data can easily be transferred. 1. After selecting the project that contains the model or models that you want to copy, select the Models preset with the Comparison Preset button. 2. Office presents the list of models and model versions. Models and versions that do exist in the selected project but do not exist in the current project are marked red. 3. Select the model(s) that you would like to copy to the current project and click Update Selected. 4. All model data of the selected models is now copied to the current project. You will have to activate the copied models in Manage Models to make them visible in the current project.

367 367 Import from Excel With the Excel Import function, you can take advantage of existing project information by reusing it in the Vico Office environment. The Excel Import view lets you open any Excel spreadsheet file, and select the columns and cells that contain the data that you would like to use in your Vico Office project. You can import Excel data into the following views: Cost Planner Takeoff Manager Tag Editor Constructability Manager RFI Manager

368 368 Excel Import UI Select Viewport Only active when using a custom layout that contains more than two viewports. The viewport selection lets you decide which viewport in the custom layout should be used to show the Content Preview.

369 369 Pick View The Pick View function contains a list of Content Types that is supported by the Excel Import function. Selecting a Content Type will create an empty Preview and will make the related data types available for selection in the Excel viewer. Open Excel File Open Excel File lets you open Microsoft Excel and Microsoft Excel 2007 files and will present the content of the file in the Excel viewer. Validate and Calculate The Validate and Calculate function is used after selection of cells and columns that contain data that should be imported into the current project. The function completes the dataset by adding default values for missing data fields. Compare and Update The first four steps of the Excel Import function copy Excel data into a temporary Preview. The Compare and Update function is used to copy the data in the Preview to the current project. The Compare and Update View allows you to compare data that currently exist in the project to the data in the Preview. Content Preview The Content Preview holds the data that was selected in cells and columns in the Excel Viewer.

370 370 Sheet Selector With the View Selector, the sheet that contains the data to be imported can be selected. Excel Viewer The Excel Viewer shows the content of the opened Excel workbook.

371 371 > Selecting the desired Content View How to selected the Content View for the Excel data to import The first thing to do when starting an Excel Import is to determine what type of data you want to import to your project. You do this by selecting the Content View for your data. Based on the selected Content View, data type selections become available for the data selection in the Excel spreadsheet viewer. 1. Start the Import from Excel from the Content Workflow Group. 2. The default Excel Import View Set is opened. The top View in this View Set is empty - this is the Content View that you need to select as a first step. 3. In the Excel Import Ribbon Tab, click on the Pick View button. Select the desired Content View from the presented list. 4. Vico Office will now present an empty Content View of the selected type. The presented View will only contain the data selected from the Excel spreadsheet and does not contain any project data.

372 372 After opening an Excel file, you will select the data from the spreadsheet to populate the Content View with. All selected data is copied to the project in step 5 - Compare and Update.

373 373 > Picking a View for the Content import How to select the View to be used as Content Preview in case of using a custom layout When you are using a custom layout (a new layout created by adding a new, custom View Set), which contains more than two Viewports, you need to select the Viewport that you would like to use as Content View after you select the Excel Import for one of the three (or four) Viewports in the View Set, to be able to select a Content View in Step 2. Example View Set with three Viewports; the 'Excel Import' View is selected for one of the three Viewports. Viewport 2 or Viewport 3 now has to be selected for use as 'Content View'. 1. Click on the Select Viewport button. 2. Viewport Selection mode is now activated. Click with the cursor on the Viewport that you would like to use for the Content View. 3. Once you have selected a Viewport to use for the Content View, pick a Content View by clicking on the Pick View button.

374 After selecting the desired Content View, you will see it appear in the chosen View Port.

375 375 > Opening the Excel file to import How to open the Excel file that contains the data to import After selecting a Content View, you are ready to open the spreadsheet that holds the data that you want to use in the Office environment. 1. Click on the Open Excel File button in the Excel Import Ribbon Tab. 2. Office will present a File Open Dialog, which allows you to specify the Excel file you would like to use data from. The Excel Import function can open Excel and Excel 2007 workbook files. 3. After opening the selected file, the first sheet will be presented in the Excel viewer. 4. You can select other sheets in the opened workbook by using the Sheet Selector.

376 376 > Selecting data to import How to select the columns and cells that contain data to copy into the Vico Office project With a Content View selected and an Excel workbook file opened, you are now ready to specify which cells contain the content that you want to copy into the Vico Office project. For each selected cell, you will select the data type that it represents in Vico Office. Note: to make the use of your Excel workbook in the Vico Office Excel Import easier, we recommend that you organize your data in such a way that each column in the spreadsheet has one type of data. Preparing your data this way will allow for optimal use of the Excel Import automation. 1. Double-click on the Data Type cell of a column that contains data that you want to import. 2. Vico Office presents a Data Type Selection dialog, in which you can select the type of data that exists in the selected column.

377 377 Note: in case of importing to a Cost Planner Content View, you always need to start with a column that holds codes, because the code is what makes cost items unique in the project. 3. After setting the Data Type for the column, you can select individual cells, or an entire column to include it in the Content View. Click on a cell to include its value: Data is included in the Content View directly after selecting:

378 378 Or click on the column header to include all values in that column: Again, data is included in the Content View directly after selecting (empty cells are skipped): Repeat the steps above until you see all the data from the Excel spreadsheet that you would like

379 379 to import into the Vico Office project. After that, continue with Data Validation.

380 380 > Selecting hierarchical data to import How to import Excel data that is organized hierarchically Sometimes Excel data is organized in groups of data with a common 'parent' code. Vico Office presents this data in tree structures, which can be collapsed and expanded as needed. With the Excel Import function, you can import this data in such a way that the hierarchy is maintained in Vico Office. Note: to import your hierarchical data sets most efficiently, we recommend that you organize your spreadsheet in such a way that codes of specific levels are stored in dedicated columns. See the diagram below. When you organize your hierarchical data structure in such a way that codes from each level in the hierarchy are stored in a dedicated column, it will be easy to select all code values for a specific hierarchy level during import. 1. After starting the Excel Import, and selecting a Content View that supports import of hierarchical data structures (Cost Planner, Tag Editor), open the spreadsheet that contains your data. 2. In the column that contains the codes of hierarchy level one, select Code as data type and make sure that the Hierarchy Level is set to 1.

381 Click the column header to select all values in the column. 4. In the column that contains the codes of hierarchy level two, again select Code as data type and now make sure that the Hierarchy Level is set to Now click the column header to select all values in the column - notice what happens in the Content Preview: the 2nd level codes are automatically inserted in the 1st level codes.

382 Repeat the Code and Hierarchy Level selection for all levels in the hierarchy of your Excel data set. After completing the selection of the Code columns, continue as described in Selecting Data to Import by selecting the other data types that you want to import. None of the other data types have to be selected or organized by hierarchy level: the Codes determine the level on which the data will exist in the hierarchical data structure automatically.

383 383

384 384 > Validating the imported data How to complete the imported set of data to match requirements of selected Target View The Excel spreadsheet may not hold all the data that can be associated with a Component, an Assembly, a Takeoff Item or other type of Vico Office data. Vico Office, however, does require a value in each data field available. The Data Validation and Calculation step is used to complete the data that is visible in the Content View, so that it can be added to the project in the Compare and Update step. 1. When you have completed selecting the columns and cells in the spreadsheet that you want to import, you should see the selection in the Content Preview, with empty cells for data fields for which no selection has been made. All selections are color coded as in the example below. 2. To complete the data, click the Validate and Calculate button in the Excel Import Ribbon. 3. Office completes your data set by inserting default values for data fields with missing content.

385 You can now complete the import operation by starting the Compare and Update function, which lets you copy the content from the Content Preview to the Project.

386 386 > Copying the imported data into the project How to include the imported Excel data in your project After validating the set of imported data in the Preview of the Excel Import function, the data is ready to be included in your active project. To do this, you use the Compare and Update function. 1. After using the Validate and Calculate function, click the Compare and Update button in the Excel Import Ribbon. 2. Office opens the Compare and Update View in the Viewport of the Preview. Automatically, all content from the Preview is compared against the content of the project. The left column ('1') represents the content of the project, the right column ('2') holds the data that is imported from Excel. Note: when you use the Excel Import function in an empty project, all cells in the second version will be empty, but when you use the function in a project that already contains items with the same code or name, they are aligned side-by-side as in the example below:

387 Click the Update All button from the Compare & Update Ribbon to copy all new data resulting from the Excel Import to the current project. 4. The result: all data has been copied to the project and 'Preview' is the same as 'Current Project'.

388 388 Create Reports Vico Office contains the built-in Report Designer, which you can use to generate location-based quantity reports for your project. All information that you defined for your project, including project properties, can be used in your report. The Templates that you create can be used with all projects in the current database.

389 389 Create Reports UI New Template The New Template button lets you add a new Template to the project. After adding a new template, you can customize the template content inside the Report Editor. New Templates can only be added to a selected Category. If there are no Report Categories in your project, first create one. Edit Template The Edit Template opens the Report Editor. In the Report Editor, you can select any of the available data fields to populate your report with.

390 390 Rename Template Rename Template allows you to define a new name for an existing Template. Duplicate Template Use the Duplicate Template function if you would like to use an existing report template for a new report template. You can edit the duplicate with the Edit Template function. Generate Report Click the Generate Report button to use the defined Template with the data in your project. You can preview the generated report in the Preview Area. Delete Selected Deletes the currently selected Template Definition. New Category Report Templates are categorized. You therefore have to create a New Category if there are no existing categories in your project, yet.

391 391 Rename Category Any existing Categories can be renamed with the Rename function. Report Preview Area When you generate a report from a Template, your report will be displayed in the Report Preview Area. From the Report Preview Area, you can print the report, or save the reported project information into several file formats, including PDF, RTF and XLS. Categories and Reports All Categories (folders) and Reports (templates) are stored in a tree structure Categories and Reports. You can create and save as many report templates as needed and organize them in your own categories.

392 392 > Viewing Reports How to View Reports: After selecting the Create Reports Workflow Item, you will see the list of built-in report templates. You can use any of these templates to generate a quantity report for your current project. 1. Right-click on a template and select Generate Report 2. Vico Office will read your project information and display the selected report in the Report Preview Area 3. You can now save your report in any of the supported file formats, including RTF, XLS and PDF by clicking on the Save button.

393 393

394 394 How to Create a New Template: > Creating Report Templates With the reporting engine included in Vico Office, you can create your own reports, or modify existing templates by adding your company's logo or contact information. Report Templates are defined using 'Bands': sections in your report that will contain the information sources that are available for your project. There are Bands available for the report header, the report footer and also for the report title. The main content of the report is included through Detail Report Bands. Takeoff Manager has two Detail Bands: one for Project Properties and one for Takeoff Items. These standard report bands contain the functionality to combine your project information in the right way. 1. Create a new Report Template by clicking the New Template button in the ribbon. Enter a name for the new Template, so you can recognize it later. A Template always has to be included in a Category; if you don't have any Categories in your project, click the New Category button first. 2. Next, right-click on the new Template and select Edit from the context menu. This will open the built-in Report Designer. 3. To define a header for your report, right-click in the report area and select Insert Band > Report Header

395 395 You can use the area that you create this way to enter information for the first page of the report, such as the report's title (for example, 'Takeoff Report'). Insert the title using the RichText tool from the Tool Box to the left side of the Report Editor. Select Page Header to define information that should be included in each page in the report, such as 'date' or 'project name'. 4. Before inserting detailed project information, insert a Detail Band into your report. 5. Project Properties can be read automatically from the information entered in the Define Settings Workflow Item. Right-click under the inserted Detail Band (in the empty report area) and select Insert Detail Report from the context menu. The two available Detail Report Bands will be presented: first select Project Properties.

396 Besides the Report Header and the Detail Band, two Bands are now visible in the report area: detailreport 'Project Properties' and detailband. 7. You can now start to include data fields from the 'Project Properties' in the Detail band. To do this, open the Field List from the panels on the right side of the Report Designer.

397 Now click on any of the properties in the Project Properties section and drag the desired information into the Detail band in your report. 9. Move and align the property placeholders as desired to define the layout of your report. The Alignment tools in the ribbon will help you with this. You can also select a placeholder and change font size and type to modify the presentation of the selected data.

398 After completing the Project Properties section, add another Detail Report section by right-clicking in the Report Header band. This time, select Takeoff Items. 11. Two new Bands are added to your report: Takeoff Items and detailband. Continue by including the Name field into your report this will include all names of the Takeoff Items that you created in the report. Drag the Name field under the detailband and format it as desired (in the example below, a blue fill and white font have been applied).

399 Next, select the Location Names data field and drag it under the Name field. This will include all Locations in your project in the report. You can also opt to include a sub set of Locations in your report by dragging them one-by-one to the detailband. 13. You can enlarge the report area by clicking on the bottom edge and dragging the edge downward.

400 Next, include the Takeoff Quantities Band inside the Takeoff Items band. You can do this by right-clicking inside the Takeoff Items band and selecting Takeoff Quantities from the Insert Detail Report item in the context menu. 15. You can now automatically include all Takeoff Quantities, by dragging the Name filed from the Takeoff Quantities group into the report, inside Takeoff Quantities detailband.

401 In the last step, include the Location Values, all quantity values for all Locations and all Takeoff Quantities, in your report. Again, drag it from the Field List, underneath the Locations. Make sure to properly align the Locations and the Location Values to guarantee a correct reporting representation.

402 17. If needed, you can adjust the formatting of the quantities per location by selecting a cell and changing the number format. 402

403 403 > Changing the Report Page Size How to Change the Page Size of Your Report Template: 1. After creating your new Report Template and opening the Report Designer, select the XtraReport item in the Report Explorer panel to the right of the Report Designer window. 2. Next, look for the Page Settings section in the Property Grid. Here you can change the page to be used in Landscape orientation or change the page size as needed.

404 404 > Creating Constructability Reports <TODO> Insert description text here... And don't forget to add keyword for this topic

405 405 Quantities and Units The following units and abbreviations are available in Office: Dimension Units (Imperial) Units (Metric) Length Inch IN Millimeter MM Foot FT Centimeter CM Yard YD Decimeter DM Meter M Area Square Inch SI Square Centimeter CM2 Square Foot SF Square Decimeter DM2 Square Yard SY Square Meter M2 Volume Cubic Inch CI Cubic Centimeter CM3 Cubic Foot CF Cubic Decimeter DM3 Cubic Yard CY Cubic Meter M3 Count Pieces PC Pieces PCS S Each EA Each EA

406 406 Wall Quantities Name Units Description Count PC PC Number of Wall elements in the Takeoff Item. S S Length FT M Length of the Wall element along the Reference Line. In case the Wall element is split, the Length value will be assigned to the Location in which the largest part of the Wall element is located. When equal parts are located in multiple zones, the Length is assigned to the Location with the lowest X,Y,Z coordinates. Reference Side Surface Area SF M 2 The sum of the length of all reference lines, included in the element's meta information. Gross surface area on reference side of the Wall element. Calculated as the surface area of the Reference Side Polygon. Opposite Reference Side Surface Area SF M 2 Gross surface area on opposite of reference side of the Wall element.

407 407 Calculated as the surface area of the Opposite Reference Side Polygon on the side opposite the reference side of the Wall element. Top Surface Area SF M 2 Net surface area at the top of the Wall element. Calculated as the surface area of the Top Surface Polygon(s). Bottom Surface Area SF M 2 Net surface area at the bottom of the Wall. Calculated as the surface area of the Bottom Surface Polygon(s). Ends Surface Area SF M Surface area of both Wall ends.

408 408 2 Calculated as the sum area of the polygons at the ends of the Wall. Reference Side Opening Surface Area SF M 2 Total surface area of openings on the reference side of the Wall element. Calculated as the sum area of all polygon loops inside the Wall element's boundary polygon on the reference side. Opp Reference Side Opening Surface Area SF M 2 Total surface area of openings on the opposite of the reference side of the Wall element. Calculated as the sum area of all polygon loops inside the Wall element's boundary polygon on the opposite of the Wall element's reference side.

409 Net Volume CY M Net volume of the Wall element, which excludes the volume of all openings. Gross Volume CY M 3 Extracted from the 3D body, taking in account the volume subtractions in the element. Gross volume of the Wall element, which includes the volume of all openings. Joint Horizontal Surface Area SF M 2 Volume is extracted from the 3D body. On places where the 3D body is modified, all polygon holes are removed and all polygons connecting to holes are also removed to get the 'gross' value. The surface area that is created by splitting an element along the boundary of a 'Floor' Location.

410 410 Joint Vertical Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Zone' Location. Piece Count PC S PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Wall element. Piece Count equals <4> for a Wall element that is split by a Zone and a Floor boundary. Piece Length FT M Length of an individual Wall piece. Returns the length of the

411 411 Wall that is contained in a Location. Wall Polygon Classification The Wall Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard Wall elements but may result in wrong assumptions in specific cases. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. The Takeoff Manager polygon classification compares the model's vertical and the polygon's Normal Vector to determine its angle: For 'Vertical polygons' (angle >= 45 degrees and angle <= 135 degrees), Office calculates the smallest distance between the polygon's horizontal edges and the first reference line. When this is done for all 'vertical' polygons which are parallel to the reference line, then the polygon which is the closest to the reference line will be considered 'Reference Side Surface', the first parallel polygons which is not the closest one (theoretically there can be only one) will be considered 'Opposite reference side surface'. The rest of the 'vertical polygons' are considered 'End surface'. If there is more than one 'Opposite reference side surface polygon' only the first will be marked as such, the others will be classified as 'Uknown' Polygons are classified as 'Top polygons' if: angle >= -45 degrees and angle <= 45 degrees. Polygons are classified as 'Bottom polygons' if: angle >= 135 degrees and angle <= 225 degrees If the Wall element is a curved wall (= exactly one reference line is provided and also a non-zero angle is provided), then all polygons are classified as 'Unknown'. 'Unknown' type polygons are not added to any surface quantity and will result in 'incomplete' Takeoff Quantities. To correctly calculate the Gross Surface Area and Opening Surface Area of Walls that have a door inserted on the baseline of the Wall element, the 'door notch finder' algorithm is executed. First, the automatic polygon classification runs, which determines the reference side and the opposite of

412 the reference side polygon of the wall. The 'door notch finder' algorithm relies on this. It will only work correctly if the reference side and opposite of reference side polygons were classified correctly. After this, the reference side total door notch area is calculated: Going through the edges of the reference side polygon(s), the algorithm searches for 3 consecutive edges that have the following characteristics: The First edge is vertical and its first vertex is lower than its second vertex. The Second edge is horizontal and it's below the highest point of the wall (to avoid considering the outer contour of the wall to be a door notch). The third edge is vertical and its first vertex is higher than the second vertex. 412 If all conditions are met for the 3 edges, the door notch area is added to the total door notch area of the reference side polygon. Door notch area is calculated as: length of the horizontal edge multiplied by the length of the longer vertical edge. The opposite reference side total for door notches is then calculated exactly the same as the reference side total door notch area, however now the algorithm searches for polygons classified as opposite reference side polygons. The total reference side door notch area is added to the Reference Side Surface Area. The total opposite reference side door notch area is added to the Opposite Reference Side Surface Area. The total reference side door notch area, multiplied by the wall thickness, is added to the Gross Volume.

413 413 Slab and Roof Quantities Name Units Description Count PC PC Number of elements in the Takeoff Item. S S Edge Perimeter FT M Perimeter of the slab at the edges. Calculated as the total length of edges of the 'Top surface' polygons; holes are excluded. Hole Count PC S PC S Number of Holes in the Slab element. Calculated as the number of polygons inside the "Top surface" polygon. Hole Perimeter FT M Sum perimeter for all holes in the Slab element. Calculated as the total length of polygons classified as holes in the Top surface polygon(s). Bottom Surface Area SF M 2 Gross surface area at the bottom of the slab

414 414 Calculated as the surface area of the Bottom Polygon. Top Surface Area SF M 2 Gross surface area at the top of the slab. Calculated as the surface area of the Top Polygon. Edge Surface Area SF M 2 Gross surface area of the edges of the Slab element. Calculated as the sum of all surface areas of polygons classified as Side Polygon. Hole Surface Area SF M Surface area of the holes in the Slab element.

415 415 2 Net Volume CY M 3 Calculated as surface area of Polygons inside the boundary of the Top Polygon. Net volume Gross Volume CY M 3 Calculated by the internal geometry analysis engine; any holes are subtracted. Gross volume of the Slab element. Calculated by the internal geometry analysis engine.

416 416 Joint Horizontal Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Floor' Location. Joint Vertical Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Zone' Location. Piece Count PC S PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Slab element.

417 417 Edge Length FT M Length of the Slab element's perimeter that belongs to a piece that was created by defining a 'Zone' Location. Calculated as the length of all Perimeter edges for a piece. Joint Length FT M Length of a Slab piece's edge along the split line, defined by a Zone Boundary. Hole Edge Length FT M The length of the slab hole's edge in a Location. The sum of all Hole Edge Lengths equals the Hole Perimeter.

418 418 Hole Joint Length FT M The length of the split line over a hole in the slab. Slab and Roof Polygon Classification The Slab and Roof Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard Slab elements but sometimes may result in wrong assumptions. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. The Takeoff Manager polygon classification compares the model's vertical and the polygon's Normal Vector to determine its angle:

419 419 Polygons that have at least one vertex classified as 'hole vertex' will be classified as 'Hole' type polygon The algorithm calculates the angle between the polygon's normal vector and the (0, 0, 1) vector (pointing upwards) and based on that assigns a classification. Polygons are classified as 'Side Polygons' if: angle >= 45 degrees and angle <= 135 degrees and named 'Edge surface area' Polygons are classified as 'Top polygons' if: angle >= -45 degrees and angle <= 45 degrees Polygons are classified as 'Bottom polygons' if: angle >= 135 degrees and angle <= 225 degrees The angle of a polygon is calculated by the internal geometry analysis engine, the normal vector is calculated by Takeoff Manager.

420 420 Beam Rectangular Quantities Name Units Description Count PC PC Number of elements in the Takeoff Item. S S Length FT M Length of the Beam element along the Reference Line. Calculated as the sum of the length of all reference lines, included in the element's meta information. Bottom Surface Area SF M 2 Surface area at bottom Top Surface Area SF M 2 Calculated as the surface area of the Bottom Side Polygon(s). Surface area at top Calculated as the surface area of the Top Side Polygon(s). Reference Side Surface Area SF M 2 Surface area on reference side

421 421 Calculated as the surface area of the Reference Side Polygon. Opposite Reference Side Surface Area SF M 2 Surface area on opposite side of reference side. Calculated as the surface area of the Opposite of Reference Side Polygon. Ends Surface Area SF M 2 Surface area of ends of the beam. Calculated as the sum of the surface areas of polygons classified as Sides Polygon. Hole Surface Area SF M 2 Surface area of holes in the beam. Sum of the surface area of all polygon classified as Hole Polygon. Net Volume CY M 3 Net volume of the Beam element.

422 422 Calculated by the internal geometry analysis engine. Gross Volume CY M 3 Gross volume of the Beam element. Calculated by the internal geometry analysis engine, ignoring any subtractions and holes. Joint Horizontal Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Floor' Location. Joint Vertical Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Zone' Location.

423 423 Piece Count PC S PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Beam element. Piece Length FT M Length of an individual Wall piece. Returns the length of the Wall that is contained in a Location. Beam Polygon Classification The Beam Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard Beam elements but sometimes may result in wrong assumptions. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. The Takeoff Manager polygon classification compares the model's vertical and the polygon's Normal Vector to determine its angle:

424 424 For 'Vertical polygons' (angle >= 45 degrees and angle <= 135 degrees), Office calculates the smallest distance between the polygon's horizontal edges and the first reference line. When this is done for all 'vertical' polygons which are parallel to the reference line, then the polygon which is the closest to the reference line will be considered 'Reference Side Surface', the first parallel polygons which is not the closest one (theoretically there can be only one) will be considered 'Opposite reference side surface'. The rest of the 'vertical polygons' are considered 'Side Polygon'. If there is more than one 'Opposite reference side surface polygon' only the first will be marked as such, the others will be classified as 'Uknown'. If there is no reference line, all polygons will be classified as 'Side Polygon' Polygons are classified as 'Top polygons' if: angle >= -45 degrees and angle <= 45 degrees. Polygons are classified as 'Bottom polygons' if: angle >= 135 degrees and angle <= 225 degrees.

425 425 Beam Profiled Quantities Name Units Description Count PC PC Number of elements in the Takeoff Item. S S Length FT M Length of the Beam element along the Reference Line. Calculated as the sum of the length of all reference lines, included in the element's meta information. Bottom Surface Area SF M 2 Top Surface Area SF M 2 Reference Side Surface Area SF M 2 Surface area at bottom Calculated as the surface area of the Bottom Side Polygon(s). Surface area at top Calculated as the surface area of the Top Side Polygon(s). Surface area on reference side Calculated as the surface area of the Reference Side Polygon. Opposite Reference Side Surface Area SF M 2 Surface area on opposite side of reference side. Calculated as the surface area of the Opposite of Reference Side Polygon. Ends Surface Area SF M 2 Surface area of ends of the beam. Calculated as the sum of the surface areas of polygons classified as Sides Polygon.

426 426 Hole Surface Area SF M 2 Surface area of holes in the beam. Sum of the surface area of all polygon classified as Hole Polygon. Net Volume CY M 3 Net volume of the Beam element. Calculated by the internal geometry analysis engine. Gross Volume CY M 3 Gross volume of the Beam element. Calculated by the internal geometry analysis engine, ignoring any subtractions and holes. Joint Horizontal Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Floor' Location.

427 427 Joint Vertical Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Zone' Location. Piece Count PC S PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Beam element. Piece Length FT M Length of an individual Wall piece. Returns the length of the Wall that is contained in a Location. Beam Polygon Classification The Beam Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard Beam elements but sometimes may result

428 in wrong assumptions. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. 428

429 429 Curtain Wall Quantities Name Units Description Count PC S PC S Number of Curtain Wall elements in the Takeoff Item. Piece Count PC S PC S Number of pieces the Curtain Wall was divided into as a result of defining Floors and Zones.

430 430 Curtain Wall Frame Quantities Name Units Description Count PC S PC S Number of Curtain Wall Frame elements in the Takeoff Item. Length FT M Total length of the included Curtain Wall Frame elements. Piece Count PC S PC S Total number of Curtain Wall Frame elements, after defining Zones and Floors. Default value equals Count. Piece Length FT M Total length of all pieces of split Curtain Wall Frame segments. Returns Length of the segment contained in a Location.

431 431 Curtain Wall Panel Quantities Name Units Description Count PC S PC S Number of Curtain Wall Panel elements in the Takeoff Item. Surface Area SF M 2 Total surface area of the included Curtain Wall Panel elements. Joint Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Floor' Location.

432 432 Column Rectangular Quantities Name Units Description Count PC PC Number of elements in the Takeoff Item. S S Height FT M Height of the Column element. Whole Height is always assigned to lowest Location of the Column. Calculated as the difference between the highest point in the Top Polygon and the lowest point in the Bottom Polygon. Vertical Surface Area SF M 2 Vertical surface area of the Column element. Calculated as the sum of the surface areas of all Side Polygons. Top Surface Area SF M 2 Surface area at the top of the column.

433 433 Calculated as the surface area of the polygon classified as Top Surface Polygon. Bottom Surface Area SF M 2 Surface area at the bottom of the column. Calculated as the surface area of the polygon classified as the Bottom Surface Polygon. Hole Surface Area SF M 2 Surface area of penetrations in the Column element.

434 434 Calculated as the surface area of all polygons that are classified as Hole Polygon. Net Volume CY M 3 Net volume of Column Calculated by the internal geometry analysis engine. Gross Volume CY M 3 Gross volume of Column Calculated by the internal geometry analysis engine, ignoring any

435 435 Joint Horizontal Surface Area SF M 2 penetrations and subtractions. The surface area that is created by splitting an element along the boundary of a 'Floor' Location. Joint Vertical Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Zone' Location. Piece Count PC S PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Column element. Piece Height FT M Height of a single split piece. Returns the Height of the column piece that is contained in a Location. Column Polygon Classification

436 436 The Column Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard Column elements but sometimes may result in wrong assumptions. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. The Takeoff Manager polygon classification compares the model's vertical and the polygon's Normal Vector to determine its angle: Polygons that have at least one vertex classified as 'hole vertex' will be classified as 'Hole' type polygon The algorithm calculates the angle between the polygon's normal vector and the (0, 0, 1) vector (pointing upwards) and based on that assigns a classification. Polygons are classified as 'Side Polygons' if: angle >= 45 degrees and angle <= 135 degrees and named 'Edge surface area' Polygons are classified as 'Top polygons' if: angle >= -45 degrees and angle <= 45 degrees Polygons are classified as 'Bottom polygons' if: angle >= 135 degrees and angle <= 225 degrees The angle of a polygon is calculated by the internal geometry analysis engine, the normal vector is calculated by Takeoff Manager.

437 437 Column Profiled Quantities Name Units Description Count PC PC Number of elements in the Takeoff Item. S S Height FT M Height of the Column element. Whole Height is always assigned to lowest Location of the Column. Calculated as the difference between the highest point in the Top Polygon and the lowest point in the Bottom Polygon. Vertical Surface Area SF M 2 Vertical surface area of the Column element. Calculated as the sum of the surface areas of all Side Polygons.

438 438 Top Surface Area SF M 2 Bottom Surface Area SF M 2 Surface area at the top of the column. Calculated as the surface area of the polygon classified as Top Surface Polygon. Surface area at the bottom of the column. Calculated as the surface area of the polygon classified as the Bottom Surface Polygon. Hole Surface Area SF M 2 Surface area of penetrations in the Column element. Calculated as the surface area of all polygons that are classified as Hole Polygon. Net Volume CY M 3 Net volume of Column

439 439 Calculated by the internal geometry analysis engine. Gross Volume CY M 3 Gross volume of Column Joint Horizontal Surface Area SF M 2 Calculated by the internal geometry analysis engine, ignoring any penetrations and subtractions. The surface area that is created by splitting an element along the boundary of a 'Floor' Location.

440 440 Joint Vertical Surface Area SF M 2 The surface area that is created by splitting an element along the boundary of a 'Zone' Location. Piece Count PC S PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Column element. Piece Height FT M Height of a single split piece. Returns the Height of the column piece that is contained in a Location. Column Polygon Classification The Column Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard Column elements but sometimes may

441 result in wrong assumptions. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. 441

442 442 Duct Quantities Name Unit Description s Count PCS PC Number of Duct elements in the Takeoff Item. S Length FT M Length of the run Piece Count PCS PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Duct element. Piece Length FT M Length of an individual Duct piece. Returns the length of the Duct that is contained in a Location. Length of Revit Duct Fittings is calculated using these elements' custom properties. See the Revit Duct Fitting Length Calculation for an overview of calculation rules.

443 443 Revit Duct Fitting Length Calculation Calculation of 'Length' property of duct fittings in Autodesk Revit MEP library. Autodesk\RME 2009\Imperial Library\Duct\Fittings\Multi-Shape\Taps Rectangular to Round Duct Takeoff.rfa Element Profile Length Calculation Takeoff Length + Takeoff Length Projec Autodesk\RME 2009\Imperial Library\Duct\Fittings\Multi-Shape\Tees Rectangular to Round Duct Tee - Conical Tap.rfa Element Profile Length Calculation Duct Length 1 + Duct Length 2 Rectangular to Round Duct Tee - Transition.rfa Duct Lenght 1 + Duct Widht/2 + Lenght Rectangular to Round Duct Tee with Transition - Conical Tap.rfa Duct Length 1 + Duct Length 2 + Duct L Round to Rectangular Duct Tee - Transition.rfa Duct Length 1 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Multi-Shape\Transitions Rectangular to Round Duct Transition - Angle.rfa Element Profile Length Calculation Length 1

444 444 Round to Rectangular Duct Transition - Angle.rfa Duct Length 1 Round to Rectangular Duct Transition - Length.rfa Duct Length 1 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Profiles Duct - Rectangular.rfa Duct - Round.rfa Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Caps Rectangular Duct Endcap.rfa Element Profile Element Profile Length Calculation N/A (2D) N/A (2D) Length Calculation Length Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Duct\Fittings\Rectangular\Crosses Rectangular Duct Cross.rfa Length 3 *2 + Length 1 * 2 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Elbows Rectangular Duct Elbow - Beveled Throat - Sharp Heel.rfa Element Profile Length Calculation W*2 Rectangular Duct Elbow - Mitered - Transition.rfa W1 + W2 + Shoulder Length * 2

445 445 Rectangular Duct Elbow - Mitered.rfa Length 1 *2 Rectangular Duct Elbow - Radius.rfa Centre Radius * Angle(this quantity is ne Rectangular Duct Elbow - Round Throat - Sharp Heel.rfa W550 + Sholder Length*2 + Throat Rad Rectangular Duct Elbow - Sharp Throat - Radius Heel.rfa Radius * Angle(in radial) + Connector Ex Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Offsets Rectangular Duct Offset - Plain - Flanged.rfa Element Profile Length Calculation Rectangular Duct Offset.rfa Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Duct\Fittings\Rectangular\Pants and Vees Rectangular Duct Pants - Reducing.rfa Duct Length 1

446 446 Rectangular Duct Pants - Transition.rfa Rectangular Duct Pants.rfa Rectangular Duct Vee - Tapered.rfa Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Taps Rectangular Duct Takeoff.rfa Element Profile Length Calculation Takeoff Length + Takeoff Length Projec Rectangular Duct Tap - Beveled.rfa Takeoff Length + Takeoff Length Projec Rectangular Duct Tap - Pyramidal.rfa Takeoff Length + Takeoff Length Projec Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Tees Rectangular Duct Tee - Beveled.rfa Element Profile Length Calculation Duct Length 1*2 + Duct Length3 Rectangular Duct Tee - Fillet.rfa Duct Length 1*2 + Duct Length3

447 447 Rectangular Duct Tee-Reducing.rfa Duct Length 1+Duct Length 2+Duct Len Rectangular Duct Tee with Transition - Beveled.rfa Duct Length 1+Duct Length 2+Duct Len Rectangular Duct Tee with Transition.rfa Duct Length1+Duct Length2+Duct Leng Rectangular Duct Tee.rfa Duct Length1*2+Duct Length3 Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Duct\Fittings\Rectangular\Transitions Rectangular Duct Transition - Angle.rfa Length 01 Rectangular Duct Transition - Length.rfa Duct Length Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Unions Rectangular Duct Union.rfa Element Profile Length Calculation Length01 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Rectangular\Wyes Element Profile Length Calculation

448 448 Rectangular Duct Double Wye.rfa Length1+Length3+Length4 Rectangular Duct Wye - Curved - Transition.rfa Radius 1* Angle(this quantity is needed radial)+shoulder Rectangular Duct Wye - Curved.rfa Radius * Angle(this quantity is needed in radial)+required Length *3 Rectangular Duct Wye - Dovetail.rfa Radius1 * Angle2(this quantity is needed radial) Rectangular Duct Wye - Lateral - Transition.rfa Rectangular Duct Wye - Lateral.rfa L1 + L3 Rectangular Duct Wye - Smooth Radius.rfa α= value in radial Rectangular Duct Wye.rfa Duct Length 1+ Duct Length 2*2

449 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Caps Round Duct Endcap.rfa Element Profile 449 Length Calculation Length Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Crosses Round Duct Cross - Beveled.rfa Element Profile Length Calculation Duct Length1+Duct Length2+Duct Leng Round Duct Cross - Conical.rfa Cone Length*2+Stub Length*2+Cone B Round Duct Cross with Transition - Beveled.rfa Duct Length1+Duct Length2+Duct Leng Round Duct Cross with Transition - Conical.rfa Duct Length1+Duct Length2+Duct Radi Round Duct Cross with Transition - Straight.rfa Duct Length1*2+Duct Length2+Duct Ra Round Duct Cross.rfa Length1*2 + Length3*2 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Elbows Element Profile Length Calculation

450 450 Round Duct Elbow - Gore.rfa Centreline Radius * Angle(this quantity i Round Duct Elbow - Heel Tapped.rfa Centreline Radius * Angle1(in radial)+du Round Duct Elbow - Mitered.rfa Length1*2 Round Duct Elbow.rfa Centre Radius * Angle(this quantity is ne Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Offsets Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Offsets Element Profile Length Calculation Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Taps Round Duct Takeoff - Bellmouth.rfa Element Profile Length Calculation Takeoff Length + Takeoff Length Projec Round Duct Takeoff - Beveled.rfa Takeoff Length + Takeoff Length Projec

451 451 Round Duct Takeoff - Conical.rfa Takeoff Length + Takeoff Length Projec Round Duct Takeoff.rfa Takeoff Length + Takeoff Length Projec Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Tees Round Duct Tee - Beveled.rfa Element Profile Length Calculation Length A1 + Length A6 Round Duct Tee - Bullhead.rfa Duct Length 1 *2 + Duct Length 3 Round Duct Tee - Conical.rfa Length 1 *2 + Cone Length Round Duct Tee - Lateral.rfa Duct Length 2 + Duct Length 3 Round Duct Tee - Straight.rfa Length 1 *3 Round Duct Tee - Tangential.rfa Length 1 + Length 2 *2

452 452 Round Duct Tee with Transition - Beveled.rfa Duct Length 2 + Duct Length 6 + Duct L Round Duct Tee with Transition - Bullhead.rfa Length *2 + Duct Length 1 * 2 + Duct Le Round Duct Tee with Transition - Conical.rfa Duct Length1*2+Duct Length2+Duct Le Round Duct Tee with Transition - Lateral.rfa Duct Length10-Duct Length2+Duct Len α=90 -Angle3 Round Duct Tee with Transition - Straight Conical.rfa Duct Length1*2+Duct Length2+Duct Le Round Duct Tee with Transition - Tangential.rfa Duct Length1*2+Duct Length2+Duct Ra Round Duct Tee.rfa L01+L2 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Transitions Element Profile Length Calculation

453 453 Round Duct Transition - Angle.rfa Computed Length Round Duct Transition - Length.rfa Duct Length1 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Unions Round Duct Union.rfa Element Profile Length Calculation Length01 Autodesk\RME 2009\Imperial Library\Duct\Fittings\Round\Wyes Round Duct Double Wye with Transition.rfa Element Profile Length Calculation Duct Length1+Duct Length2+Duct Leng Round Duct Double Wye.rfa Duct Length2+Duct Length3+Duct Leng Round Duct Wye - Lateral - Tapered Body.rfa (Duct Length1-Duct Length2)+Duct Len α=90 -Angle3 Round Duct Wye - Single Lateral.rfa Duct Length1+Duct Length2+Duct Leng

454 454 Round Duct Wye with Transition - Lateral - Conical.rfa L0+L1+L2+L3+L4 Round Duct Wye with Transition - Lateral.rfa Duct Length1+Duct Length2+Duct Leng Round Duct Wye with Transition - Symmetric.rfa Duct Length1+Length2*α1+Duct Length Length2 α1=angle3, α=angle2 Round Duct Wye with Transition - Tapered Lateral.rfa (Duct Length1-Duct Length12)+Duct Le α=90 -Angle3 Round Duct Wye with Transition.rfa Duct Length1+Duct Length2+Duct Leng Round Duct Wye.rfa Duct Length1+Length2*α1+Duct Length α1=angle3, α=angle2

455 455 Equipment and Accessories Quantities Name Units Description Count PC PC Number of Equipment and Accessory S S elements in the Takeoff Item.

456 456 Pipe Quantities Name Count Unit s PCS PC S Description Number of Pipe elements Item. in the Takeoff Length FT M Length of the run Piece Count PCS PC S Number of separate pieces, created from the original element as a result of splitting operations. Before defining Locations, Piece Count equals 1 for each Pipe element. Piece Length FT M Length of an individual Pipe piece. Returns the length of the Pipe that is contained in a Location. Length of Revit Pipe Fittings and Valves is calculated using these elements' custom properties. See the Revit Pipe Fitting and Valve Length Calculation for an overview of calculation rules.

457 457 Revit Pipe Fitting and Valve Length Calculation Calculation of 'Length' property of pipe fittings and valves in Autodesk Revit MEP library. Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Caps Pipe Endcap.rfa Element Profile Length Calculation Insulation Thickness Pipe Plug - PVC.rfa Thickness + Stub Length Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Fittings\Crosses Pipe Cross - CPVC - Glued.rfa Pipe Length *4 + Socket Length * 4 Pipe Cross - Flanged.rfa Pipe Length *4 + Flange Length * 4 Pipe Cross - PVC - Glued.rfa Pipe Length *4 + Socket Width * 4 Pipe Cross.rfa H*4

458 Pipe Fixture Fittings - Glued.rfa Pipe Length + Pipe Length 5 + {2 ( ) (Center Radius 1 (Center Radius 2)/4} + Socket Width 1 + Socket Width Width 3 + Socket Width Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Fittings\Elbows Pipe Bend - DWV - Glued.rfa 2 ( ) (Center Radius)/4 + Socket Widthn * 2 Pipe Bend - PVC.rfa 2 ( ) (Center Radius)/4 Pipe Closet Bend - Glued.rfa Socket Width + Length 4 + Length ( ) (Center R Pipe Elbow - Flanged.rfa 2 ( ) (Center Radius)/4 + Flange Width * 2 Pipe Elbow - Vent - Glued.rfa 2 ( ) (Center Radius)/4 + Socket Width * 2 Pipe Elbow.rfa 2 ( ) (Center Radius)/4 Pipe Long Bend - DWV - Glued.rfa 2 ( ) (Center Radius)/4

459 459 Pipe Long Radius Elbow - Flanged.rfa 2 ( ) (Center Radius)/4 + Flange Width * 2 Pipe Round Base Elbow - Flanged.rfa 2 ( ) (Center Radius)/4 + Flange Width * 3 Pipe Square Base Elbow - Flanged.rfa 2 ( ) (Center Radius)/4 + Flange Width * 3 Pipe Three Way Ell - Glued.rfa 2 ( ) (Center Radius)/4 + Socket Width * 3 Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Lateral Tees Pipe 45 Deg Lateral - Flanged.rfa Element Profile Length Calculation Pipe Length 1 + Pipe Length 2+ Pipe Length 3 + 3*Fla Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Profiles Pipe - Round.rfa Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Spuds Pipe Closet Flange - DWV - Glued.rfa Element Profile Element Profile Length Calculation N/A Length Calculation Socket Width + Transition Width + Flange Width Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Tees Element Profile Length Calculation

460 Pipe Double Long Tee - Glued.rfa 460 Pipe Length 2 + {2 ( ) (Center Radius)/4}*2 + Socket Pipe Double Short Tee - Sanitary - Glued.rfa Socket Width *2+ Insulation Length *2+ Center Radius Center Radius*Angle4 (Angle quantity is needed in radial) Pipe Double Short Tee - Sanitary - PVC.rfa Center Spacing + Length 2 + {2 ( ) (Center Radius)/4} Pipe Reducing Double Long Tee - Glued.rfa Pipe Length 2 + {2 ( ) (Center Radius)/4}*2 + Socket W Pipe Reducing Double Short Tee - Sanitary - Glued.rfa Socket Width 1+Socket Width 3*2+Center Radius*Ang Radius*Angle4 (Angle quantity is needed in radial) Pipe Reducing Double Tee - Vent - Glued.rfa Pipe Length 2 * 2 + Pipe Length 3 * 2 + Socket Length Width 2 + Socket Width 3 *2 Pipe Reducing Short Tee - Sanitary - Glued.rfa Pipe Length 1 + Pipe Length 3+ Pipe Length 6 + Sock Socket Width 2 + Socket Width 3 Pipe Reducing Tee - Vent - Glued.rfa Pipe Length 1 + Pipe Length 2+ Pipe Length 3 + Sock Socket Width 2 + Socket Width 3

461 461 Pipe Short Tee - Sanitary - Glued.rfa Pipe Length 1+Center Radius*Angle+Socket Width*3 (Angle quantity is needed in radial) Pipe Short Tee - Sanitary - PVC.rfa Center Radius*Angle+Center Spacing+Length 2 (Angle quantity is needed in radial) Pipe Tee - Vent - Glued.rfa Half Length * 3 + Socket Width * 3 Pipe Tee - Vent - PVC.rfa Length 1 + Length 2 + Length 3 Pipe Tee.rfa L1 * 4 Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Fittings\Transitions Pipe Transition - PVC.rfa Pipe Length 0 Pipe Transition.rfa Pipe Length 0 Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Unions Element Profile Length Calculation

462 Pipe Coupling - Glued.rfa Pipe Length 1 + Pipe Length 2 + Half Pipe Length * Pipe Coupling - PVC.rfa N Pipe Increaser Coupling - Glued.rfa Pipe Length 1 + Pipe Length 2 + Half Pipe Length 3 * 2 Pipe Straight Coupling.rfa N Autodesk\RME 2009\Imperial Library\Pipe\Fittings\Wyes Pipe Combination Wye with 8th Bend - Glued.rfa Element Profile Length Calculation Pipe Length 1 + Pipe Length 2 + Socket Width*3 Pipe Double Combination Wye with 8th Bend - Glued.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3*2 + So Pipe Double Wye - DWV - Glued.rfa Pipe Length 1 * 2+ Pipe Length 2 + Socket Width*4 Pipe Double Wye - DWV - PVC.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3 + Pipe

463 463 Pipe Plain Wye - DWV - Glued.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3 + Sock Pipe Reducing Double Wye - Glued.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3*2 + So Socket Width 2 +Socket Width 3*2 Pipe Reducing Wye - DWV - Glued.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3 + Sock Socket Width 2 +Socket Width 3 Pipe True Wye - Flanged.rfa Pipe Length 1+Pipe Length 2+Pipe Length 3+Flange W Pipe Upright Wye - DWV - Glued.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3 + Sock Pipe Wye - DWV - PVC.rfa Pipe Length 1 + Pipe Length 2 + Pipe Length 3 Pipe Wye and 8th Bend - PVC.rfa Center Radius*Angle+L0+L1 Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Valves\3 Way Valves 3 Way Valve Inch.rfa Body Length Autodesk\RME 2009\Imperial Library\Pipe\Valves\Backflow Element Profile Length Calculation

464 464 Preventers Backflow Preventer Inch.rfa Valve Length Double Check Valve Inch.rfa Valve Length Double Check Valve - N Pattern Inch.rfa Valve Length Vacuum Breaker Backflow Valve Inch.rfa C2 Offset Autodesk\RME 2009\Imperial Library\Pipe\Valves\Balancing Valves Balancing Valve - Angle Inch - Flanged.rfa Element Profile Length Calculation Open Length+C2 Offset1 Balancing Valve - Angle Inch - Grooved.rfa Open Length+C2 Offset1 Balancing Valve - Straight Inch - Threaded.rfa Valve Length

465 465 Balancing Valve - Straight Inch - Flanged.rfa Valve Length Balancing Valve - Straight Inch - Grooved.rfa Valve Length Circuit Setter Inch.rfa Overall Length Circuit Setter Inch.rfa Overall Length Autodesk\RME 2009\Imperial Library\Pipe\Valves\Ball Valves Ball Valve Inch.rfa Element Profile Length Calculation Body Length Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Valves\Butterfly Valves Butterfly Valve Inch.rfa Width3 *2 Autodesk\RME 2009\Imperial Library\Pipe\Valves\Check Valves Element Profile Length Calculation

466 466 Check Valve Inch - Threaded.rfa Body Length Check Valve Inch - Flanged.rfa Body Length Check Valve - Wafer Inch.rfa Body Length Autodesk\RME 2009\Imperial Library\Pipe\Valves\Control Valves Motor Control Valve Inch.rfa Element Profile Length Calculation Valve Length Motor Control Valve Inch.rfa Half Valve Length * 2 Motor Control Valve - 3 Way Inch.rfa Width2* 4 Motor Control Valve Inch.rfa Valve Thickness Solenoid Valve Inch.rfa Length2

467 467 Solenoid Valve Inch.rfa N/A Autodesk\RME 2009\Imperial Library\Pipe\Valves\Diaphragm Valves Diaphragm Valve - Straight Inch.rfa Element Profile Length Calculation Body Length + Flange Thickness *2 Diaphragm Valve - Straight Inch.rfa Half Body Length + Flange Thickness *2 Diaphragm Valve - Weir Type Inch.rfa Body Length + Flange Thickness *2 Diaphragm Valve - Y Pattern Inch - Threaded.rfa Valve Length Diaphragm Valve - Y Pattern Inch - Flanged.rfa Valve Length Autodesk\RME 2009\Imperial Library\Pipe\Valves\Float Valves Level Valve Inch - Threaded.rfa Element Profile Length Calculation Valve Length

468 468 Level Valve Inch - Flanged.rfa Valve Length Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Valves\Gate Valves Gate Valve Inch.rfa Body Length + Flange Thickenss *2 Autodesk\RME 2009\Imperial Library\Pipe\Valves\Globe Valves Globe Valve Inch - Threaded.rfa Element Profile Length Calculation Half Pipe Length *2 Globe Valve Inch - Flanged.rfa Half Pipe Length *2 + Flange thickness *2 Autodesk\RME 2009\Imperial Library\Pipe\Valves\Multi-Purpo se Valves Multi-Purpose Valve - Angle Inch - Threaded.rfa Element Profile Length Calculation C2 Offset 1+Open Length Multi-Purpose Valve - Angle Inch - Flanged.rfa C2 Offset 1+Open Length Multi-Purpose Valve - Straight Inch - Threaded.rfa Valve Length

469 469 Multi-Purpose Valve - Straight Inch - Flanged.rfa Valve Length Autodesk\RME 2009\Imperial Element Profile Length Calculation Library\Pipe\Valves\Plug Valves Plug Valve Inch.rfa Half Valve Length * 2 Plug Valve - 3 Way Inch.rfa Valve Length Plug Valve - 3 Way - Gear Operated Inch.rfa Valve Length Plug Valve - 3 Way - Lever Handle Inch.rfa Valve Length Plug Valve - Gear Operated Inch.rfa Valve Length Plug Valve - Lever Handle Inch.rfa Valve Length Autodesk\RME 2009\Imperial Library\Pipe\Valves\Pressure Regulating Valves Element Profile Length Calculation

470 470 Pressure Regulating Valve Inch - Threaded.rfa Valve Length Pressure Regulating Valve Inch - Flanged.rfa Valve Length Pressure Regulator - Hand Knob Operated Inch.rfa C1 Offset + C2 Offset Pressure Regulator - Wrench Operated Inch.rfa C1 Offset + C2 Offset Autodesk\RME 2009\Imperial Library\Pipe\Valves\Relief Valves Cap Relief Valve Inch - Threaded.rfa Element Profile Length Calculation C2 Offset Pressure Relief Valve Inch.rfa C2 Offset Autodesk\RME 2009\Imperial Library\Pipe\Valves\Steam Traps Steam Trap - Inverted Bucket.rfa Element Profile Length Calculation Overall Length

471 471 Room Quantities Name Units Description Count PC S PC S Number of Room elements in the Takeoff Item. Height FT M Height of the Room Perimeter FT M Perimeter at the baseline of the Room Calculated as the sum of polygon lengths at the baseline of the Room element. Floor Surface Area SF M 2 Floor surface area

472 Net Volume CY M 3 Gross Volume CY M 3 Piece Count PC PC S S Calculated as the sum of the areas of polygons classified as 'Room Floor'. Net volume Gross volume of the Room. Number of pieces created from the original Room element as a result of defining Locations (Floors and Zones). Piece Height FT M Height of an individual piece of the Room element, created as a result of defining Locations. Edge Length FT M Length of the Perimeter that belongs to a split piece. Returns the part of the perimeter that is contained in a Location. 472 Joint Length FT M Length of a Room piece perimeter segment that was created by splitting the Room element after defining Locations.

473 473 Stair Quantities Name Units Description Count PC PC Number (Count) S S Height FT M Height Tread Surface Area SF M Surface area of all stair treads 2 Side Surface Area SF M Surface area of the sides of the stair element 2 Net Volume CY M Net volume 3 Piece Count PC S PC S Number of pieces created by splitting the Stair element after defining Locations.

474 474 Surface Quantities Name Units Description Count PC PC Number of elements S S Perimeter FT M Perimeter of the Surface element Top Surface Area SF M 2 Surface area on the top side Calculated as total area of polygons with 'Top' classification. Edge Surface Area SF M 2 Surface area at the edges Calcualted as total area of polygons with 'Edge' classification. Hole Surface Area SF M 2 Surface area of holes

475 475 Calculated as total area of polygons with 'Hole' classification. Net Volume CY M Net volume 3 Bottom Surface Area SF M 2 Surface area at the bottom of the Surface element. Piece Count PC S PC S Number of pieces created from the original Surface element after defining Locations. Edge Length FT M Length of the Perimeter that belongs to a split piece. Returns the part of the perimeter that is contained in a Location. Joint Length FT M Length of a Room piece perimeter segment that was created by splitting the Room element after defining Locations.

476 476 Surface Polygon Classification The Surface Polygon Classification process automatically labels geometry in the imported model, which then enables Takeoff Manager to calculate the quantities described above. The process uses Vico's geometry analysis algorithms, which are accurate for standard elements but may result in wrong assumptions in specific cases. Any wrong assumptions can be corrected by using the Takeoff Quantity Painting process. The Takeoff Manager polygon classification compares the model's vertical and the polygon's Normal Vector to determine its angle: Based on orientation and direction of normal vector, Surface polygons are classifified as follows: If a polygon is horizontal and its normal vector points downwards, it is classified as 'unknown', because 'Bottom Surface Area' is not a standard quantity type for the Surface element type. If a polygon's orientation is vertical, then it is classified as 'Edge' All other polygons are classificed as 'Top'

477 477 Window, Door, and Opening Quantities Name Units Description Count PC PC Number of elements S S Width FT M Width Height FT M Height Perimeter FT M Perimeter

478 478 Definitions Activity - a Task that occurs in a Location. Activities can be defined manually, or automatically, as the result of model-based quantities that exist in a Location and drive the duration of a Task. Add-On - An Add-On contains overhead cost and profit margin that cannot be included in line items, or the markup for line items. Example: 'GC Compensation, 5% of total project cost'. Assembly - Assemblies are summary cost items that contain cost Components to calculate the cost of unique items in the project. The sum of the cost of the included Components is calculated and presented at the Assembly level. By including sub Components in an existing Component and subsequently turning it into an Assembly, the Level of Detail (LOD) of the estimate, and thus the accuracy level of the estimate, increases. Component - Components are cost line items: parts of a construction project that can be priced or allowances for parts that are not defined in enough detail in the project documentation. Components are always included in an Assembly. Components have attributes, which are defined as a Tags. Constructability Issue - a design problem in the project that can be the result of an automatically detected clash, or a manually entered issue related to missing or incomplete design information. Formula - the input for a Quantity Cell in the Cost Planner view; Formulas contain references to Takeoff Items and Takeoff Quantities, defined with Takeoff Manager. Markup - Markup is defined as the profit margin over an individual line item. Typically, default profit margins are based on cost types. Model - A Model is the Building Information Model that is published from one file into the Vico Office project. Multiple Models can be combined in one project. Model Version - Each time when the same model file is published into Vico Office, a version of the Model is created. Only one Version of a Model can be active at a time. Painting - Painting is the name of the process for (re)assigning elements to Takeoff Items. During this process, the cursor will change into a Paint Brush. Tag - A Tag is an attribute of a component that can be used for categorizing and filtering estimating content, as well as for storing additional properties. The Tag is not specific to any certain view, but finds its most typical use in the Spreadsheet view. Each Tag has a list of possible values and a default value. Takeoff Item (TOI) - A Takeoff Item is a group of takeoff information that is created manually, or based on properties of elements extracted from CAD models.

479 479 Takeoff Quantity (TOQ) - Each Takeoff Item contains one or more Takeoff Quantities, which can be defined manually, or are extracted by the software automatically. The set of Takeoff Quantities that is included in a Takeoff Item is based on the Element Type that is assigned to the Takeoff Item ('Walls' have different Takeoff Quantities than 'Slabs') Task - definition of work that needs to be performed to complete a part of the building. A Task contains Activities for each Location in the project where it occurs. View -A View is a window in the Office User Interface that provides a specific set of functionality. Views can be combined into Viewsets to provide context for the presented information. Viewset - Views can be combined by displaying multiple frames at once. Standard Viewsets are available through workflow items (for example, 'Takeoff Model'), but can also be defined as desired by adding a new Viewset tab. Workflow Group - A group of tasks that represent a stage in the Vico Office workflow. Workflow Groups contain one or more Workflow Items. Workflow Item - An item in a Workflow Group, which represents a task in the Office workflow. Each Workflow Item has a dedicated Viewset.

480 480 Installation Troubleshooting Vico Office uses a database developed by the Versant Corporation. The Versant database is an object oriented database, which provides the speed and flexibility that is needed for the model-based integration that is provided by Vico Office modules. On some systems, the installation or operation of the Versant database may cause difficulties. The overview below provides an overview of the most possible reasons for problems that you may encounter during the installation and/or execution of Vico Office. Problem Workaround Test for Problem Notes Windows username is too long Change user name Try CM with new user Versant limitation max. 15 characters Port 5019 firewalled either on server or client TCP/IP networking is not set up properly(dns name resolution) The type for the registry key: HKEY_LOCAL_MACHINE\SYSTE M\ CurrentControlSet\Services\ Tcpip\Parameters\DataBasePat h is invalid. Turn off all firewall protection on port 5019 Set up TCP/IP networking (ask your administrator) Use Registry editor to fix this entry itest v <SERVER_NAME> (command line) ipconfig (command line) Use Registry editor Multiple firewalls can be present on a machine TCP is broken or there is no network adapter in the machine MSN Messenger and some viruses are known to change this Its type must be: REG_EXPAND_SZ and its value is usually %SystemRoot%\System32\driv ers\etc (Appendix 2) User must have permissions to write Versant DB directory (usually c:\versant\db) Set proper rights on the Versant DB directory in Windows Explorer makedb testdb && createdb testdb(command line)

481 481 Versant service is not running Start Versant service See Control Panel -> Administrative tools -> Services -> VersantD Some antivirus applications blocks versant client-servercommunication (Appendix 3) Create exceptions for Versant s obe.exe and versantd.exe files Turn off antivirus application Change Manager hangs when creating new project

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