ESTIMATING MANUAL Principles, Materials, and MethodsA compilation of work instructions step by step to help you develop the necessary skills needed to estimate a plan from start to finish.
ESTIMATING MANUAL ContentsICONS USED IN THE MANUEL 5INTRODUCTION 5PHASE LEVELS 6 6 1.1 Phase I: Validation 6 1.2 Phase II: Base Plan 6 1.3 Phase III: Options & Export 6 1.4 Phase IV: Quality Control 82. PHASE I PROCESS 8 2.1 Receiving the issue or request form from ISR 8 2.2 Retrieving documents 8 2.3 review the Spec and process sheet 9 2.4 Review Plan 9 2.5 sign off on your issue 113. PHASE II: BASE PLAN PROCESS (NEW PLANS) 11 3.1 Open Issue 12 3.2 categorize your issues 12 3.3 Start timer 12 3.4 Retrieving documents 12 3.5 Open your spec 13 3.6 Review the spec 13 3.7 Create the base plan background 15 3.8 Upload background into Veo 15 3.9 Scale plan 16 3.10 Saving Plan 17 3.11 Drawing walls 18 3.12 Draw in staircase 19 3.13 Draw doors 19 3.14 Draw openings 20 3.15 Draw transitions 21 3.16 Draw step transitions (if needed) 21 3.17 Place cabinets 22 3.18 Accessories 22 3.19 Draw support walls 23 3.20 Draw countertops 25 3.21 Fireplace 27 3.22 Applicances 20 MARCH 2017Estimating Manual (Draft) Page 2 / 61Last modificationAuthor TN Version : 3.9
ESTIMATING MANUAL 3.23 Plumbing 27 3.24 Wall tile 27 3.25 Draw windows 294. PHASE II: BASE PLAN (REVISIONS) 32 4.1 Open Issue 32 4.2 Categorize your issues 33 4.3 Start timer 33 4.4 Retrieving documents 33 4.5 Open your spec 33 4.6 Review the spec 34 4.7 Compare the plans 34 4.8 Export the background from VEO 35 4.9 Import revised plan 36 4.10 Scale plan 37 4.11 Saving new plan 38 4.12 Changes to the revision 38 4.13 Save final estimate 385. PHASE III PROCESS 40 5.1 Options 40 5.2 Validate ao regions 41 5.3 Load BOMs & Calculate 42 5.4 seam placement and waste 42 5.5 a/o maintenance 43 5.6 Export to Echelon Estimating. 47 5.7 Open Echelon Estimating. 47 5.8 Review scans 50 5.9 Update version date 51 5.10 pricing scheduler 52 5.11 Upload redlines to the intranet 52 5.12 Pricing Portal 53 5.13 Complete Issue 54 5.14 55GENERAL RULE OF THUMBS 55COUNTERTOPS 55 5.15 Seam placement 55 55 5.15.1 55 5.16 Lump sum 56 5.17 DIMENSIONERS 20 MARCH 2017Estimating Manual (Draft) Page 3 / 61Last modificationAuthor TN Version : 3.9
ESTIMATING MANUAL 58 58 5.18 In AO Regions 58 5.19 Updating Scans 59 5.20 Standards per name 59WINDOWS 60 5.21 Splitting Window Coverings 606. WALLS 60 6.1 Niches 61 6.2 To move a room label7. GLOSSARY OF TERMSEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 4 / 61Author TN Version : 3.9
ESTIMATING MANUALICONS USED IN THE MANUELThroughout this document, the pictograms below are used to underline points or important no-tions. Important information Good to know - Tricks Action to be avoided Mandatory action Sensitive or difficult procedure. To take into account necessarily Instructional VideoINTRODUCTION The Estimation Department is composed of Cabinet Design and Estimation. Estimating is divided into a four-phase level process system. Our estimates are prepared on an internal system called VEO ESTIMATING in conjunction with ECHELON.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 5 / 61Author TN Version : 3.9
PHASE LEVELS1.1 PHASE I: VALIDATION A Validator reviews request forms/issues received from Account Managers and determines if all the necessary information provided is in order to complete an estimating issue. A Vali- dator also reviews the spec sheets and floor plans to ensure that there are no items need- ing to be questioned that could delay the estimating process.1.2 PHASE II: BASE PLAN An Estimator in Phase II (Jr. Estimator) creates the background in Photoshop, uploads the background into VEO, draws the base plan flooring & walls, drops in fixtures, draws in counter-tops, estimates blinds, and create the wall tile numbers using the wall tile tool.1.3 PHASE III: OPTIONS & EXPORT An Estimator in Phase III reviews drawings completed by phase II and continue the esti- mate by creating Architectural Option Areas on the base plan. These areas are then copied over the architectural options and edited to reflect changes occurring in each AO. The AO’s are maintenanced for export and all AO combinations are validated for accuracy then ex- ported to Echelon Estimating.1.4 PHASE IV: QUALITY CONTROL An Estimator in Phase IV reviews all notes pertaining to the issue or plan, reviews the esti- mate to ensure that all listed options are accounted for. This includes any \"to ceiling\" op- tions, and etc. Ensures all labor lines are accounted for and are correct. If something needs to be corrected, they send it back to the phase that person missed. Post redlines, and price plan, and checks in the pricing portal.
ESTIMATING MANUAL PHASE I ValidationEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 7 / 61Author TN Version : 3.9
2. PHASE I PROCESS2.1 RECEIVING THE ISSUE OR REQUEST FORM FROM ISR 2.1.1 Click on Maintenance >> Issues >> Active Issues needing to be validated can be found here in Echelon2.1.2 Click on Group >> Estimating >> “Display” (button). Then filter out Estimate Plan on the “Workflow” tab. https://www.youtube.com/watch?v=3z-_kygFlpo2.2 RETRIEVING DOCUMENTS2.2.1 Create a folder for your plan in the “City” folder under the builder name you are doing and add all files needed as well as the review form and any other emails or anything the next phase person might need. Examples below.Floor Plans Retrieved from either the builder site or emailSpec Retrieved from the Intranet (see step 2.5)Other Floor Cutoffs, takeoffs, etc.Review Form Track the history of the plan (internal)2.3 REVIEW THE SPEC AND PROCESS SHEET
Wisenbaker Estimating Official Training Manual 2.3.1 Notate anything you think is important and that the Phase II and Phase III Estima- tors might need to look out for on the spec or what they might miss on the Review Form2.4 REVIEW PLAN Point out any special things you feel might be missed. (ex: dropped, showers, steps in areas aside from the staircase, hidden options.) Transfer the information you put on the Phase I issue in the description area and the notes area, to the next issue. You will need to copy the link to your folder on the server Please add a note on the original issue with the Phase I and next Phase issue numbers on there. Continue to fill out the rest of the information for the Phase II issue according to the original issue2.5 SIGN OFF ON YOUR ISSUEEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 9 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual PHASE II Base Plan (New Plans)Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 10 / 61Author TN Version : 3.9
3. PHASE II: BASE PLAN PROCESS (NEW PLANS)3.1 OPEN ISSUE 3.1.1 Launch Echelon >> by clicking [here] >> Log in using your provided email cre- dentials. Click on the Echelon Icon 3.1.2 Click the My Tasks tab >> a dialog box will appear with your Phase II issue(s)
Wisenbaker Estimating Official Training Manual3.2 CATEGORIZE YOUR ISSUES Categorize your issues from most important to least im- portant. This helps us determine who gets assigned rushed is- sues, if any. Management also may change the priorities.3.3 START TIMER Click the Start Timer button at the bottom of your issue to start timer, and stop it when you complete your issue. You may stop the timer if you have to take a break, or step away from your work area. Restart timer once returned.3.4 RETRIEVING DOCUMENTS Copy and paste the plan location from the Notes section on the issue > into the File Ex- plore address line and hit Enter. Any docs you may have that pertains to the plan should go in here, including: Floor Plans Retrieved from either the builder site or email Spec Retrived from the Intranet (see step II.5) Other Floor Cutoffs, takeoffs, etc. Review Form Track the history of the plan (internal)3.5 OPEN YOUR SPEC Go to http://wbspartner.wisenbaker.com/Pages/Default.aspx >> Select the city your builder is in on the menu on the left side. >> Select your builder. >> Click on the “Specs” link from the left menu and select the spec from Series on your issue.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 12 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual3.6 REVIEW THE SPEC The Spec will show you all the information you need to estimate a plan, it is the Estimating Bible! Review each line item! Important Key items to look out for. What estimators miss the most! Spec Sheet Revision Page Tells you what changes (if any) has been made throughout the specs course. Plan & Community List Compare the information that is on your issue to this tab page, and ensure the infor- mation both line up. If one piece of information is wrong then either you have the wrong spec or something else is wrong; if that is the case get with your Lead. At the top of the page, you will also notice all the products we are estimating for that plan spec. Wall Tile Check your height standards. Also under Countertop Material look for the 4” splash. Keep that in mind for when you are dropping countertops later on whether to leave the 4” as it defaults to, or take it off (manually). Check for special notes. Countertops Check standards. If you need to lump sum the kitchen countertops or not. If it is checked, lump sum everything in that area. Flooring Check your standards for flooring. This page can also tell you how the cutoffs can go. Check to see if a rear entry needs to be added or not. (Bottom section of page). Window Coverings Check whether or not its standard. Also check what is included in the estimate/standard bid.3.7 CREATE THE BASE PLAN BACKGROUND Open Adobe Photoshop >> “File” Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 13 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Select “New” >> Set the width to 35 inches Height to 40 inches >> Resolution to 300 pixels Set the color to greyscale >> Click “OK” Drag the PDF file over to the Photoshop background you just created, and drop it. Once prompted; you only need to select the pages1 on the plan that you need for your estimate. Base house is to be place at the top left hand corner of the page, followed by the 2nd sheet to the right. Elevations need to be below its corresponding floor level. Option will be to the right of the base house If your file is a DWG instead of a PDF file, you need to convert it by Right-clicking on the file and select “Create PDF with PDFCreator” Save background file to appropriate builder folder on WBS server1 Base floor plan, front elevations, and architectural optionsEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 14 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Determine what specification(s) is required by referring to issue to obtain the series. The plan could belong in multi- ple series and or specs meaning that each one plan could turn into multiple estimates based on the varying specifi- cations. [INSTRUCTIONAL VIDEO]3.8 UPLOAD BACKGROUND INTO VEO Open the Veo software. (Your Veo credentials are the same except your password; which is your username entered again.) Click the Veo icon or “file” in the top left corner of the window, and select “New”. Type in the builder name in the search box and click search icon. You will be selecting the builder through the Customer Selection box. Select your plan. The background should be plain white and not contain anything. Click the “Import Background Image” icon and select the background to the location where you saved your background to in Photoshop.3.9 SCALE PLAN Background must be scaled before plan can be estimated using the largest dimension line. Scale plan and recheck all elevations, 2nd floors and options to make sure they are to scale. There are some builders that have different scales on each page. To scale plan: Click on the set scale icon under “Background” tab >> Look for the largest dimension on the plan and set your scale to that. Start from one extension line and end on the other extension line. After you have traced a dimension line, you will get a prompt to enter the scale measurement >> set the scale accordingly.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 15 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Verify the scale for the background is correct using the Measure tool. [INSTRUCTIONAL VIDEO]3.10 SAVING PLAN Go to “File” or the Veo Icon and select “Save”. The revision box should have Todays date (Revision Date2). Rev Description should have your initials. Figure 3.10-1 - Save your plan often. [INSTRUCTIONAL VIDEO]2 Also known as Blue Print DateEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 16 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual3.11 DRAWING WALLS Zoom into the floor plan by using the zoom tool at the top or scroll up/down on your mouse to zoom in/out; press down on the scroll wheel and hold it to pan around the plan. Right-click anywhere on the plan to bring up the shortcut menu and select “Wall”. If you have a square room, you can use the Room Structure tool also located in the shortcut menu. Start drawing the room at any corner but make sure the wall line is in the middle of the wall on the floor plan. To “close” off a room; right-click and select “Close Room”. For curved walls hold down “Shift” to allow free drawnig of the walls; disables snapping. When going to the second floor to draw, MAKE SURE you change the location to 2nd Floor or whatever floor you are about to draw. Veo does not automatically change it. And remember when starting on another plan, even though it’s a new plan you still change it back to 1st Floor. Room descriptions should be as similar to the floor plan as possible. If avaiblable, builder’s cutoffs must be followed. Make sure to label rooms the same as plan, and the location of the rooms are correct. rooms that are included with a main area do not need to have the description revised. Because no two rooms can be labeled the same, the main Living areas are estimated using the “None” sub area.Closests, Dessing Rooms, Pantries are should have the sub area changed. A rooms color will stay light blue until a sub-area that has not already been chosen, is cho- sen. Once chosen it will turn yellow.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 17 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual3.12 DRAW IN STAIRCASE Stairs are drawn using the Stair Case tool under the “Structural” tab. Stairs are always drawn on the 2nd floor, its “properties” also defaults to the 1st floor, change it to 2nd. Occasionally, some plans will have a storage area under the stairs, if theEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 18 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Spec or the plan does not show an actual wall where the storage should end, then you would draw the storage to the 4th step. Check your interior elevations also to see if there is any indication of a wall. Otherwise leave the stair area empty on the first floor. Always add a Step Opening3 on the first step at the 2nd floor after drawing.3.13 DRAW DOORS To draw doors bring up the shortcut menu and select “Door”. When drawing in doors, the first start point should be on the side where the “door hinges” would be. Press the Space bar to open/rotate doors. Some rooms cannot be cut off using Openings or Doors. For these rooms a transition must be used to separate the two rooms. Whenever a countertop area is across two rooms a transition must be used. Secondary closets must be included with the Bedrooms, Master Closets are estimated separately, and all other closets will be included with the area it is touching. * Unless otherwise noted in the spec sheets or label as storage closets on the plan.* In other to show whether a room is included in the square footage or another, the closet, dressings, or other rooms within rooms, must be opened.3.14 DRAW OPENINGS Bring up the shortcut menu and select Opening Please make sure that if you are able to use opening instead of transitions, do it. Below are 2 areas that could have been separated with opening instead of transitions. The reason is because transitions can cause many errors when creating AO Regions or just in general, especially when there is one very close to the other like you see for the one at the top of the Extended Entry and the Kitchen. They both connected at the same corner and that can cause a big error to the point of a redraw which can cost us a lot of time. Transitions should only be used for master shower floors when countertops cross into the adjacent room or redlines is not at a straight wall/angle or if its curved.3 Step openings adds carpet material for the last raiserEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 19 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual3.15 DRAW TRANSITIONS As mentioned in the previous step, transition off the “Master Shower Stall” and label it Master Bath Shower Floor and uncheck the Show Label box. Don’t forget to add the shower stall on top and change the Floor to bottom to 1 when applying plumbing fixtures.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 20 / 61Author TN Version : 3.9
3.16 DRAW STEP TRANSITIONS (IF NEEDED) Example: the Media Steps in the Media Room are drawn using the Step Transition tool3.17 PLACE CABINETS Drop in all cabinets on the plan and adjust to size on the plan. We drop cabinets in because it excludes the flooring underneath, our specific department does not estimate cabinets. (see figure 0-1) Figure 3.17-1 Whenever a cabinet is not against a wall the “Project to Wall” check box must be unchecked.
3.18 ACCESSORIES Use the Accessories tab to estimate Tub Deck >> Tub Skirt >> and Ceilings3.19 DRAW SUPPORT WALLS Draw support walls when doing kitchen islands or any ½ walls. Support walls also exclude flooring. You would also use support walls for kitchen islands and high bars.
Wisenbaker Estimating Official Training Manual Some Islands will appear to have high bars. Look for solid lines vs hidden lines to assure accurate estimates. Solid lines represent a transition in height. Hidden lines represent edges not visible from the current angle (wall or cabinet below the countertop). If you are unclear if the island has a high bar always check interior elevations for accuracy. See examples below and if you have questions or need help you can always ask a fellow estimator. Figure 3.19-1 - Ex: Interior elevation C shows the front of island and no high bar3.20 DRAW COUNTERTOPS4 The countertops tab has Countertop Tools and Countertop Templates. Starting from left to right: The Select Tool is to select objects; the Countertop Tool allows you to freely draw each side of a countertop; We rarely use the Countertop Point Tool; The Countertop Seam Tool is used to place a sea, on countertops exceeding 9.5ft, but never in a sink nor a dishwasher. However, if you have a stovetop that sits on a countertop that needs a seam, its encouraged to place a seam at the stovetop. When placing a countertop down, it will default to having the 4” backsplash for countertop sides that are touching walls, and overhangs on sides that are not. Remember to remove these if it is not needed.4For Cabinet Rules, see Countertop Rules under the Rules section at the end of the manual.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 23 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual The countertop subarea label will be determined by whether it is lump summed on the spec or not. If the countertops are to be lump summed the Sub-area is to remain as Coun- tertop. If not then it must be changed. i.e., Seat, windowsill, tub deck… Also make sure to change the descriptions if necessary. All vanities need to have the word “Vanity” in the de- scription. Kitchen countertops will need to call out if the estimate is w/Range or w/Cook- top. Curved Edges must also be add to the description of a countertop. Verify the 4” splashes, Overhangs, Finished and Unfinished edges. Countertop edges against walls or other fixtures are to be “Unfinished”. Exposed Edges are to have “Finished Edges”, except for High Bars, Tub DecksEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 24 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Whenever there is an overhang on the countertops two dimensionsers will be needed to show the size of the overhang.3.21 FIREPLACE The fireplace is estimated using the Fireplace Tool under it’s own tab.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 25 / 61Author TN Version : 3.9
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3.22 APPLICANCES If spec calls for Range standard then you would place a range, if its cooktop then you would draw the countertop straight across and place the cooktop above. [INSTRUCTIONAL VIDEO]3.23 PLUMBING Drop in plumbing fixtures. [INSTRUCTIONAL VIDEO]3.24 WALL TILE Add wall tile to the estimate using the Wall Applications feature. (This feature can only be used after the plumbing fixtures have been added to the estimate.) Click on the fixture that need a wall tile estimate.
Wisenbaker Estimating Official Training Manual Measure the linear footage of the wall that needs tile estimated and enter it into the Wall Tile Editor box, in the column labeled Width. Enter the height ** Refer to the spec for the height** Wall tile for the tub deck and skirt must be added before adding wall tile to the tub splash Tub Deck wall tile needs to be estimated differently. Make sure to zero out all the quantiles in the Tile Editor Box. Follow the instructions below for Tub Deck Tile Height will always be 12. Y is the No. that will be entered in the Wall Tile Editor Box in the Width Col- umn. See below for an example. ������������������������ℎ ������ ������������������������ℎ = ������ − 7 = ������������12 = ������ 144Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 28 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual 42 ������ 72 = 21 − 7 = 14������12 = 168 1443.25 DRAW WINDOWS To draw windows, go to the “Structural Tab” > select the 24 Inch Window template under “Opening Set Templates”. Once selected, you can change the size of the template window by right- clicking and bringing up the shortcut menu. Windows sizes in multiples of 6”. Always round up if window is < 6”incriments. Operating Set Window Templets and Window Tool measures the width of the window in inches, however the Height dialog box measures the window in feet. Windows over 9ft above the finished floor are considered Transoms. Template type will need to be changed to Transom for these windows.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 29 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Figure 3.25-1 ) These windows are 1'4\", therefore will be estimated as 1'6\" widthEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 30 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual PHASE II Base Plan (Revisions)Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 31 / 61Author TN Version : 3.9
4. PHASE II: BASE PLAN (REVISIONS)4.1 OPEN ISSUE Launch Echelon >> by clicking [here] >> Log in using your provided email credentials. Click on the Echelon Icon Click the My Tasks tab >> a dialog box will appear with your Phase II issue(s)
Wisenbaker Estimating Official Training Manual4.2 CATEGORIZE YOUR ISSUES Categorize your issues from most important to least im- portant. This helps us determine who gets assigned rushed issues, if any. Management also may change the priorities.4.3 START TIMER Click the Start Timer button at the bottom of your issue to start timer, and stop it when you com- plete your issue. You may stop the timer if you have to take a break, or step away from your work area. Restart timer once returned.4.4 RETRIEVING DOCUMENTS Copy and paste the plan location from the Notes section on the issue > into the File Explore address line and hit Enter. Any docs you may have that pertains to the plan should go in here, including: Floor Plans Retrieved from either the builder site or email Spec Retrived from the Intranet (see step II.5) Other Floor Cutoffs, takeoffs, etc. Review Form Track the history of the plan (internal)4.5 OPEN YOUR SPEC Go to http://wbspartner.wisenbaker.com/Pages/Default.aspx >> Select the city your builder is in on the menu on the left side. >> Select your builder. >> Click on the “Specs” link from the left menu and select the spec from Series on your issue.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 33 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual4.6 REVIEW THE SPEC The Spec will show you all the information you need to estimate a plan, it is the Estimating Bible! Review each line item! Important Key items to look out for. What estimators miss the most! Spec Sheet Revision Page Tells you what changes (if any) has been made throughout the specs course. Plan & Community List Compare the information that is on your issue to this tab page, and ensure the infor- mation both line up. If one piece of information is wrong then either you have the wrong spec or something else is wrong; if that is the case get with your Lead. At the top of the page, you will also notice all the products we are estimating for that plan spec. Wall Tile Check your height standards. Also under Countertop Material look for the 4” splash. Keep that in mind for when you are dropping countertops later on whether to leave the 4” as it defaults to, or take it off (manually). Check for special notes. Countertops Check standards. If you need to lump sum the kitchen countertops or not. If it is checked, lump sum everything in that area. Flooring Check your standards for flooring. This page can also tell you how the cutoffs can go. Check to see if a rear entry needs to be added or not. (Bottom section of page). Window Coverings Check whether or not its standard. Also check what is included in the estimate/standard bid.4.7 COMPARE THE PLANS Compare the revision date on the plan with the latest version date found in VEO. Look at the revisions log and the Phase I notes on the Review Form (not all plans will include a revi- sions page and not all revisions will be included in the log). Below is an example of a revi- sion log.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 34 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Figure 4.7-1 - The revision date in VEO says 1/25/15 (01/09/15) Based on the notes provided, determine if any changes to the current estimate are re- quired. Include notes in the plan Review Form under “Phase II Notes”. It should contain something similar to the below: Base Plan Changes: Detail every change and include a snip of the Overlay in plans folder Added Options: Include new options being added Options Change: Include windows being added or deleted // room dimensions changing at Revised Elevations: options // Options being removed Include new elevations being added or deleted // window dimension changes // room changes effecting front elevations4.8 EXPORT THE BACKGROUND FROM VEO Over the plans by exporting the background image from the most recent version that’s in VEO. In VEO: Open the most recent plan for the one you are working on >> click on “Back- ground” >> click on “Export Background Image” icon. The background will then auto-open in “Photo Viewer” >> click “Okay” >> click on Pho- toshopEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 35 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual If you get an error when you are trying to open the file in Photoshop, then you have to open the file in “Paint” >> Save it to your desktop as a jpeg or png >> and then open the saved file in Photoshop. Once your background is imported into Photoshop >> click on the image tab >> click on “Mode” >> then RGB as Color.4.9 IMPORT REVISED PLAN Mode should be set to RGB color (for revisions only) to create a ‘background’ >> It will then provide you with multiple windows per page of the plan. Start with the first floor base plan hold down “Ctrl” + click the thumbnail on the layers tab on the right to select everything in the image file that’s not tranparent. Click on the “Brush’ icon on the left menu >> Change the mode at the top to “Overlay” >> Increase the brush size >> Change the foreground color to “Blue” >> Start shading the im- age in. >> Once done press “m” on your keyboard and draw out that square marquee tool and catch the plan in the container >> Drag it onto the Old Background image >> Resize the dropped image using the corner of the marquee tool and scale until it fits on top of the plan. Once you have done that for ALL options, floor plans, and elevations; take a screenshot of the entire background and save it in the plan folder for Phase III.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 36 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Select all layers EXCEPT the “Background” layer >> Right-click and select “Merge Layers” >> The layers are now all in one except the “background” layer; hide that layer while you color the background layer red. >> the steps are the same you did for when doing the blue coloring, except in the “Mode” change it to “SCREEN” and color the entire plan red. Turn the merged layer back on/off to see the colors blue and red will stick out allowing you to easily see what changed in between revisions. >> after writing down what all changed go ahead and delete the background layer. >> flatten the image >> go back up to Image tab >> “Mode” >> change it back to “greyscale”. >> Save as JPEG >> make sure the file is less than 1.9mb or else VEO will not accept it. >> Import background into existing VEO plan. [INSTRUCTIONAL VIDEO]4.10 SCALE PLAN Scale plan and recheck all elevations, 2nd floors and options to make sure they are to scale. There are some builders that have different scales on each page. To scale plan: Click on the the set scale icon ounder “Background” tab >> Look for the larg- est dimension on the plan and set your scale to that. Start from one extension line and end on the other extension line. After you have traced a dimension line, you will get a prompt to enter the scale measurment >> set the scale accordingly.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 37 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual4.11 SAVING NEW PLAN Change the revision date and initials >> Save. (for MHI Homes include the Revision number at the end. Ex: 03/23/15 (12/10/14)R4)4.12 CHANGES TO THE REVISION Change all areas on the plan that needs to be changed to match the new revision plan. Add notes where needed.4.13 SAVE FINAL ESTIMATE Save final estimate that includes all the revisions.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 38 / 61Author TN Version : 3.9
PHASE IIIOptions and Export
General Estimating Rules Windows5. PHASE III PROCESS5.1 OPTIONS Options are drawn in using AO Regions. Right-click the screen for the AO Region Tool. The size of the AO Region will be determined by the changes made in the options. Draw in all AO Regions; repeat the process for all options. Copy the AO Region and paste it over the floor plan showing the coresponding options NOTE: Blue AO Regions the original regions, orange regions are copies.
Wisenbaker Estimating Official Training Manual5.2 VALIDATE AO REGIONSEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 41 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual5.3 LOAD BOMS & CALCULATE5.4 SEAM PLACEMENT AND WASTE Check carpet seam placement and waste. Manipulate seams if needed.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 42 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual Update/add carpet credits if needed.** Use the product layout for reference**5.5 A/O MAINTENANCE Open A/O Maintenance Set up plan merges & isolate optionsEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 43 / 61Author TN Version : 3.9
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General Estimating Rules WindowsOpen Echelon Export: Chose your selected spec, applications, plan configurations, and iso- lated options.
General Estimating Rules WindowsFilter/unselect duplicates and unwanted areas. Verify Descriptions are correct Create scans. Verify Descriptions are correct Create scans.
General Estimating Rules Windows5.6 EXPORT TO ECHELON ESTIMATING.5.7 OPEN ECHELON ESTIMATING. Open Echelon >> Enter your Plan in the Plan Search box Search >> Locate plan and open up current version. Choose the spec that you need and click on the blue icon box next to your plan version.
General Estimating Rules WindowsCheck estimate for quality and missing items, and standards are marked correctly, do any additional Data Entry needed.This particular plan has the front of the room of the house on decking, therefore the location of the front rooms will need to be changed at this point. Decking will need to be added to the estimate for these rooms.The reason this was not done during the drawing stage was because the scans and redlines would not have been generated correctly.
Wisenbaker Estimating Official Training Manual Check estimate for substrate changes due to the location changes.Estimating Manual (Draft)Last modification 20 MARCH 2017 Page 49 / 61Author TN Version : 3.9
Wisenbaker Estimating Official Training Manual5.8 REVIEW SCANS Select the Documents tab >> Ensure the scans are up to dateEstimating Manual (Draft)Last modification 20 MARCH 2017 Page 50 / 61Author TN Version : 3.9
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