liberrate estimating it thinks like you do! edition 3 instructions click on buttons to advance or to...

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LiberRATE Estimating LiberRATE Estimating It thinks like you do! It thinks like you do! Edition 3 Edition 3 Instructions Instructions Click on buttons Click on buttons to advance or to to advance or to repeat the repeat the previous slide previous slide Previous Next

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Page 1: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE Estimating It thinks like you do!It thinks like you do!

Edition 3Edition 3InstructionsInstructions

Click on buttons to Click on buttons to advance or to repeat advance or to repeat

the previous slidethe previous slidePrevious Next

Page 2: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE EstimatingSo what is LiberRATE ?

LiberRATE is a cost estimating system that is very easy to use – you can be up and running in less than ninety minutes!

LiberRATE will help you control costs and make more profit!

Page 3: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE EstimatingLiberRATELiberRATE is specifically designed for is specifically designed for Minor Works projects - Minor Works projects -

Construction and all Sub-TradesConstruction and all Sub-Trades External works and LandscapingExternal works and Landscaping Shop and Office Fitting, etc.Shop and Office Fitting, etc.

In fact, In fact, anyany trades where Materials, trades where Materials, Labour, Plant and Sub-Contractors are Labour, Plant and Sub-Contractors are the chief Resource Components!the chief Resource Components!

Page 4: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE EstimatingWith LiberRATE you create a Job and control all of your Resource costs, Labour hours and Profits from a single easy to use screen

You can duplicate any Job and use this to submit variations on a tender

Tendering for any Job has the same basic principles:

Page 5: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Costs calculated by quantity of Item

PlantMaterials Labour Sub-Contractors

Build up a Job by adding Resource Items

Margin added per Item

Total Price of Job calculated

Tender submitted!

Page 6: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE Estimating

With With LiberRATELiberRATE you’ll see that once you’ll see that once you’ve built up a cost estimate for a you’ve built up a cost estimate for a Job, you will Job, you will nevernever have to build it up have to build it up again. again.

Jobs can be saved in a”LIBRARY” Jobs can be saved in a”LIBRARY” until you need them – saving you until you need them – saving you hours of work!hours of work!

Page 7: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE Estimating

And with And with LiberRATELiberRATE you’ll be able to you’ll be able to print out professional reports such as print out professional reports such as quotes, Bill of Quantities, collated quotes, Bill of Quantities, collated Materials, Labour required, and Materials, Labour required, and many, many more!many, many more!These reports can also be exported These reports can also be exported electronically to a spreadsheet, electronically to a spreadsheet, another database or a Project another database or a Project Management package!Management package!

Page 8: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE Estimating

LiberRATELiberRATE has two main screens - has two main screens -

The Job ScreenThe Job Screen

The Items ScreenThe Items Screen

Page 9: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

The Job ScreenThe Job Screen

This is where you create and manage This is where you create and manage Jobs – here you set mark-ups and Jobs – here you set mark-ups and review overall costsreview overall costs

Let’s look at an example of a typical Let’s look at an example of a typical Job Screen Job Screen

Page 10: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Job Screen

Page 11: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Job Description and Details

Start by naming the job and, if required, indicating approximate start and end dates of the project.

Comments can be also added such as client name and any other important details.

Job Screen

Page 12: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Resource Mark-Ups

Set Default Mark-Ups for your resources: Materials, Labour, Plant and Sub-Contractors.

These defaults are used to give an overall mark-up but can be overridden by a particular resource item that you’ve specified.

Job Screen

Page 13: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Default Labour Rate and Working Hours

per Day

The Default Labour Rate allows you to set a minimum

rate for labour. However specialist tasks can be added to the job using different rates as

required.

Working Hours per Day can be specified to take into account summer or winter working, or

perhaps difficult conditions.

Job Screen

Page 14: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Cost Totals for Resources

Resource costs are broken down into Materials, Labour, Plant and Sub-

Contractors.

Profit is shown for each resource and gives total for items using the Default Mark-Up

and those using a different mark-up specific to those particular items.

Job Screen

Page 15: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Provisional Sums in Job

Job Screen

Page 16: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Total Man-Days for Job

Total Man-Days are calculated from the total of all the tasks in the job

against the Default Working Hours per Day.

Job Screen

Page 17: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Cost Total for Job

Job Screen

Page 18: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

PROFIT for Job !

Job Screen

Page 19: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

The Items ScreenThe Items Screen

The Items screen is where you build up the The Items screen is where you build up the list of tasks and their costs that make up a list of tasks and their costs that make up a Job, in order to calculate the Bill of Job, in order to calculate the Bill of Quantities.Quantities.

You can create new Items or you can You can create new Items or you can easily bring in Items from your Library.easily bring in Items from your Library.

Each Item Screen has 5 components as Each Item Screen has 5 components as follows:follows:

Page 20: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Items Screen ComponentsItems Screen Components Item Description and QuantityItem Description and Quantity

MaterialsMaterials

LabourLabour

PlantPlant

Sub-ContractorsSub-Contractors

- Let’s look at these screens in more detail - Let’s look at these screens in more detail

Page 21: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Items Screen ComponentsItems Screen Components Item Description and QuantityItem Description and Quantity

MaterialsMaterials

LabourLabour

PlantPlant

Sub-ContractorsSub-Contractors

Page 22: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Item Description

Item Resources or Components

Jobs are built up from lists of such Items

Resource Cost Totals for Item

Quantity, Cost, Man-Days

Items Screen

Page 23: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Items Screen ComponentsItems Screen Components Item Description and QuantityItem Description and Quantity

MaterialsMaterials

LabourLabour

PlantPlant

Sub-ContractorsSub-Contractors

Page 24: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Materials required for this Item

Including “waste” if required

Cost per unit Material

Cost of Materials for this Item

Quantities and Units of Materials for this Item

Total Materials Cost shown in Resource Totals

Items Screen

Page 25: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Items Screen ComponentsItems Screen Components Item Description and QuantityItem Description and Quantity

MaterialsMaterials

LabourLabour

PlantPlant

Sub-ContractorsSub-Contractors

Page 26: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Labour required for Item

Quantity and Rates of labour for Item

Costs of Labour for this Item

Total Labour Cost shown in Resource Totals

Items Screen

Page 27: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Note: this Labour Task is using the DEFAULT Rate –

from the Job screen

Note: this Labour Task is using a LIBRARY Rate

Items Screen

Page 28: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Items Screen ComponentsItems Screen Components Item Description and QuantityItem Description and Quantity

MaterialsMaterials

LabourLabour

PlantPlant

Sub-ContractorsSub-Contractors

Page 29: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

For Plant and Sub-Contractors, the screens are of exactly the same

format and have the same functions as those for Materials and

Labour

Items Screen

Page 30: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Adding Items from a LibraryAdding Items from a LibraryWe’ve seen the basic build up for a We’ve seen the basic build up for a single Item on the Items screensingle Item on the Items screen

Now you’ll see how if you’ve built up Now you’ll see how if you’ve built up something once, you will something once, you will nevernever have have to build it up againto build it up again

Here we will add an Item that’s Here we will add an Item that’s already in the Libraryalready in the Library

Page 31: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Return to the Job or open a new one

Items Screen

Page 32: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Add new Item to Job by Selecting

from Library

Items Screen

Page 33: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Select Category from List

Selected Category appears

Select from Library Screen

Page 34: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

You then have a series of options to determine how this Task is added to the

Job

Select from Library Screen

Page 35: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Enter the final quantity for the item. Note that the

original quantity was for 39.9m² - the new quantity

is for 53m²

Select from Library Screen

Page 36: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Item added to list.

Quantity and Costs are adjusted to new value – for ALL

Resources I.e. Materials, Labour, Plant and Sub-

Contractors - used in this Item.

Items Screen

Page 37: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Instantly you have the correctly resourced Item brought into your schedule!In addition to the Items Library there are four Resource Libraries

Materials Materials Labour Labour PlantPlantSub-ContractorSub-Contractor

Adding Items from a LibraryAdding Items from a Library

Page 38: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Resource Libraries can be created manually or imported electronically

The next screen shows you a typical view of the Materials library

The Resource LibrariesThe Resource Libraries

Page 39: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

To find quickly search using a “hotkey”: type the first few letters of a required Resource – for example “BRI…” - and the LiberRATE search engine will bring up a list of Resources that match

Resource Library Screen

Page 40: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Changing rates in libraries will not automatically update your Job – unless you want to! Choose only the Jobs you want to update

Supplier discounts can be applied to rates in the

resource library

A waste factor % (to allow for breakage etc.) can be also applied if required

Resource Library Screen

Page 41: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Pack size for Materials can be stored in the Library for calculation of FULL packs required by your Job.

LiberRATE will advise you on allowances to make so that you quote for, and order, the correct number of packs.

Resource Library Screen

Page 42: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

A date is created against each resource added to the Resource Library.

Also the “Last Modified” date will enable you to see when you updated the cost.

Resource Library Screen

Page 43: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Import electronic supplier lists - new import will not overwrite discounts so you can update each year electronically.

Update the cost of selected resources by a % chosen by you.

Export to an Excel file for updating and re-importing.

Resource Library Screen

Page 44: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

More Features of the LiberRATE System

There are numerous features of LiberRATE which will make your estimating time much more productive and efficient.

Very briefly these are some of the other features in the system…..

Page 45: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Multi-user functionalityMulti-user functionality

Your Jobs and Library databases will Your Jobs and Library databases will have multi-user capabilityhave multi-user capability

If you are on a network your entire If you are on a network your entire team or organisation will be able to team or organisation will be able to use the same Library and Jobs use the same Library and Jobs databasedatabase

Page 46: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Frequency Based EstimatingFrequency Based Estimating

Ideal for Frequency based or repeated Ideal for Frequency based or repeated Tasks such as building management and Tasks such as building management and maintenance, grounds and landscape maintenance, grounds and landscape management, facilities management, road management, facilities management, road and railway maintenance, etcand railway maintenance, etc

Calculate costs for one occasion then add Calculate costs for one occasion then add Frequency per week, month, annum or any Frequency per week, month, annum or any other periodother period

LiberRATE LiberRATE will produce will produce Frequency basedFrequency based estimating and procurement information estimating and procurement information for the Tasksfor the Tasks

Page 47: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Costs calculated per occasion

Frequency function allows for any

number of repeats of this Task

And calculates TOTAL cost for ALL

occasions

Items Screen

Page 48: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Bill of Quantities ImportBill of Quantities Import

Import Bill of Quantities electronicallyImport Bill of Quantities electronically

Export in same formatExport in same format

Saves hours of re-typing! Saves hours of re-typing!

Page 49: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Security

Login only approved user(s)

User can only access Jobs designated appropriate to their level - set who can see a particular job

Set which users can administrate the Libraries

Page 50: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

Take Off Pads to calculate and store your measurements

Take Off pads record your measurements or calculation for future reference.

No limit in the amount of Take Off pads you can use in any Task.

Take Off pads against each Material resource

Take Off pads as above against each Plant resource

Page 51: LiberRATE Estimating It thinks like you do! Edition 3 Instructions Click on buttons to advance or to repeat the previous slide PreviousNext

LiberRATE EstimatingLiberRATE EstimatingIt thinks like you do!It thinks like you do!

For more information or to order your For more information or to order your

45 day free trial copy45 day free trial copy

Please visit our websitePlease visit our website

www.landpro.co.ukwww.landpro.co.ukOr telephoneOr telephone

01252 72551301252 725513Close