quantity takeoff

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Quantity Takeoff by Eagle Point Information in this manual is subject to change without notice and does not represent a commitment on the part of the vendor. The software described in this manual is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement. Eagle Point has carefully prepared this program package, including research, development, and testing to ascertain its effectiveness and accuracy. However, no warranty of any kind is made with respect to this program package or its related material, except as may be expressly stated in the licensing agreement or other contractual document. In no event is Eagle Point liable for incidental or consequential damages in connection with, or arising out of, the furnishing, performance, or use of this program package. The installation program used to install Eagle Point software, InstallShield, is licensed software provided by InstallShield Software Corporation. ColorFast™, RoadCalc™, LANDCADD™, Virtual Simulator™, as well as the ColorFast™ and Eagle Point logos, are unregistered trademarks of Eagle Point. AutoCAD® is a registered trademark of Autodesk, Inc. MicroStation® is a registered trademark of Bentley Systems, Inc. Windows® and DOS® are registered trademarks of Microsoft Corporation. All other registered or unregistered trademarks are the property of their respective holders. Copyright © Q3, 2005, by Eagle Point. All rights reserved.

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Page 1: Quantity takeoff

Quantity Takeoff by Eagle PointInformation in this manual is subject to change without notice and does not represent a commitment on the part of the vendor. The software described in this manual is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement.

Eagle Point has carefully prepared this program package, including research, development, and testing to ascertain its effectiveness and accuracy. However, no warranty of any kind is made with respect to this program package or its related material, except as may be expressly stated in the licensing agreement or other contractual document. In no event is Eagle Point liable for incidental or consequential damages in connection with, or arising out of, the furnishing, performance, or use of this program package.

The installation program used to install Eagle Point software, InstallShield, is licensed software provided by InstallShield Software Corporation.

ColorFast™, RoadCalc™, LANDCADD™, Virtual Simulator™, as well as the ColorFast™ and Eagle Point logos, are unregistered trademarks of Eagle Point.

AutoCAD® is a registered trademark of Autodesk, Inc.

MicroStation® is a registered trademark of Bentley Systems, Inc.

Windows® and DOS® are registered trademarks of Microsoft Corporation. All other registered or unregistered trademarks are the property of their respective holders.

Copyright © Q3, 2005, by Eagle Point. All rights reserved.

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T a b l e o f C o n t e n t s i

T A B L E

O F

C O N T E N T S

Q U A N T I T Y T A K E O F F

1 Concepts . . . . . . . . . . . . . . . . . . . . . . . . . .1Introduction . . . . . . . . . . . . . . . . . . . . . . . .2

2 Database . . . . . . . . . . . . . . . . . . . . . . . . . .3Manage Database . . . . . . . . . . . . . . . . . . .4

New Database Entry . . . . . . . . . . . . . . . . . . . . 5QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 6

Modify Database Entry . . . . . . . . . . . . . . . . . . 7QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 7

Database Filters . . . . . . . . . . . . . . . . . . . . . . . 8QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 10

Assemblies . . . . . . . . . . . . . . . . . . . . . . .11Sub Assemblies . . . . . . . . . . . . . . . . . . . .11

New Sub-Assembly . . . . . . . . . . . . . . . . . . . . 13Assembly Manager . . . . . . . . . . . . . . . . . . . . 14Modify Sub Assembly Item . . . . . . . . . . . . . . 15Add Sub Assembly Item(s) . . . . . . . . . . . . . . 16Modify Sub-Assembly . . . . . . . . . . . . . . . . . . 17Assembly Manager . . . . . . . . . . . . . . . . . . . . 17

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 18QTO Import . . . . . . . . . . . . . . . . . . . . . . .19

QTO Import File Format . . . . . . . . . . . . . . . . 20Invalid Import Item . . . . . . . . . . . . . . . . . . . . . 21

3 Item ID . . . . . . . . . . . . . . . . . . . . . . . . . . .23Assign Item ID by Object . . . . . . . . . . . . .24

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . 25Assign Item ID by Linear . . . . . . . . . . . . .25

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . 26Assign Item ID by Block/Cell . . . . . . . . . .27

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QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Assign Item ID by Area . . . . . . . . . . . . . . 29

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Assign Item ID by Volume . . . . . . . . . . . . 31

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Assign Item ID by Layer/Level . . . . . . . . 34

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Modify Item ID . . . . . . . . . . . . . . . . . . . . . 35

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Remove Item ID . . . . . . . . . . . . . . . . . . . 38

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

4 Calculate . . . . . . . . . . . . . . . . . . . . . . . . . 41Calculate Quantities . . . . . . . . . . . . . . . . 42

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Bill of Materials . . . . . . . . . . . . . . . . . . . . 45

New Bill of Materials Item . . . . . . . . . . . . . . . . 47QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 48

Bill of Materials Table Setup . . . . . . . . . . . . . 49QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 50

Import Bill of Materials . . . . . . . . . . . . . . . . . . 51QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 51

Export Bill of Materials . . . . . . . . . . . . . . . . . . 52QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 53Export Information . . . . . . . . . . . . . . . . . . 53QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 54

5 Display . . . . . . . . . . . . . . . . . . . . . . . . . . 55Display Objects . . . . . . . . . . . . . . . . . . . . 56

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Glossary of Terms . . . . . . . . . . . . . . . . . 59

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

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C h a p t e r 1 : C o n c e p t s 1

C H A P T E R

1

C O N C E P T SQuantity Takeoff runs on AutoCAD, BricsCad, and MicroStation.

In this chapter:

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

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IntroductionQuantity Takeoff is a program used to enhance Eagle Point’s civil engineering, surveying, and LANDCADD™ products. This software package is fully integrated with the civil applications line, yet modular in style. This allows you to be able to choose the level of detail you wish to explore in the quantity takeoff estimating area. This feature is compatible with all of Eagle Point’s products.

There are several ways to assign item IDs to objects so that quantity takeoffs can be calculated. You can assign item IDs linearly, by object, block/cell, area, volume, and layer/level. You can select objects such as lines, arcs, polylines, complex chains, line strings, blocks/cells, and Nodes to which to assign an item ID.

Once an object has an item ID assigned to it, you can calculate the quantities of the items. You can calculate quantities for all items, selected items, or items with a certain block/cell name, layer/level name/level number, or item ID. After the calculation is executed, the results are displayed in the Bill of Materials dialog box (Figure 4-3 on page 45). Additional items can be added to the bill of materials by using the New command or by importing an existing bill of materials file. In addition to importing a bill of materials file, you can also export a bill of materials file.

Some of Quantity Takeoff’s features include:

! A Database Manager that allows you to add, modify, and delete items from the different C.S.I. (Construction Specification Institute) divisions

! Material assessment

! Dynamic modification

! Takeoff extents

! Detailed results table with customizable printouts

! On-line help

! Easy queries for checking items

! R.S. Means seamless interface

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C H A P T E R

2

D A T A B A S E

In this chapter:

Manage Database. . . . . . . . . . . . . . . . . . . . . . . . . . 4

Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Sub Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . 11

QTO Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Figure 2-1 Database Menu

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Manage Database

KEY-IN COMMAND: qtman

ICON:

The Database Manager compiles and displays the items available for a quantity takeoff. The Database Manager stores means data or provides access to user-defined data. Options on the Database Manager allow you to further customize this database to fit specific needs by adding, removing, or modifying items.

" The Manage Database icon, shown above, is present on various dialog boxes throughout Quantity Takeoff. When the documentation refers to the Manage Database icon, the above icon is a graphic representation of what it looks like.

" Assemblies are only available if you have purchased a Means database that contains them.

QUANTITY TAKEOFF # DATABASE # MANAGE

Figure 2-2 Manage Database Dialog Box

Manage Database Dialog Box DefinitionsOption Icon FunctionItem ID This displays all of the items that can be selected for calculating the takeoff.

They are listed sequentially by alphanumeric order.

Description This displays an extended description for the item number.

Units This column displays the unit of measure of the item.

Unit Cost 1 This column displays the first unit cost for the item that is listed.

Unit Cost 2 This column displays the second unit cost for the item that is listed.

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atabase

New Database Entry

The New Database Entry command allows you to enter additional items in the database that can be used for takeoffs. You can enter an unlimited number of items in the Database Manager. These new entries are automatically sorted and included in the Database Manager (Figure 2-2 on page 4).

New Database Entry

This icon allows you to enter additional items in the database that can be used for takeoffs.

For more information, see New Database Entry below.

Modify Database Entry

This icon allows you to modify items in the database that can be used for takeoffs.

For more information, see Modify Database Entry on page 7.

Delete Item This icon allows you to remove an item from the takeoff database.

Filter This allows you to filter the list that is displayed in the database. The available filter options are C.S.I. Division, Item ID, Description, Unit of Measure, Unit Cost 1, and Unit Cost 2.

Assemblies Click on Assemblies to see the subassembly structure if an assembly exists for that item number. This is only available if you have purchased a Means Database.

Number of Records found in Filter

This field displays the number of records that are displayed in the database listing.

QUANTITY TAKEOFF # DATABASE # MANAGE # NEW DATABASE ENTRY

Figure 2-3 New Database Entry Dialog Box

Manage Database Dialog Box DefinitionsOption Icon Function

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QuickStepsTo create a new entry in the Database Manager, complete the following steps:

1. Select Database ! Manage.This displays the Manage Database dialog box (Figure 2-2 on page 4).

2. Click on the New Database Entry icon. This displays the New Database Entry dialog box (Figure 2-3 on page 5).

3. Select the C.S.I. Division from the drop list.4. Enter the item ID.5. Enter the description for the item ID.6. Enter the unit of measure for the item ID.7. Enter the unit cost 1.8. Enter the unit cost 2.9. Click on Apply to add the entry and keep the dialog box open, or click on OK to

add the entry and close the dialog box.

New Database Entry Dialog Box DefinitionsOption FunctionC.S.I. Division This is the Construction Specifications Institute division number for the categories of

items. For example, 01 is General Requirements.

Item ID This is the ID that is assigned to the item. Enter 8 (eight) alphanumeric characters for the item ID. These eight characters are appended on to the two-digit C.S.I. division code.

Description Enter the extended description for the item ID.

Unit of Measure Enter the units that are used for each item.

Unit Cost 1 Enter the first unit cost for the item.

Unit Cost 2 Enter the second unit cost for the item.

Alternate ID This edit field contains the SKU number.

Phase Code This edit field is provided for Timberline clients.

Item Code This edit field is provided for Timberline clients.

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Modify Database Entry

QuickStepsTo modify database entries, complete the following steps:

1. Select Database ! Manage.This displays the Manage Database dialog box (Figure 2-2 on page 4).

2. Click on the Modify Database Entry icon.This displays the Modify Database Entry dialog box (Figure 2-4 above).

3. Enter the name of the item to be modified in the Description edit field.4. Enter the Unit of Measure.5. Enter the Unit Cost 1.

QUANTITY TAKEOFF # DATABASE # MANAGE # MODIFY DATABASE ENTRY

Figure 2-4 Modify Database Entry Dialog Box

Modify Database Entry Dialog Box DefinitionsOption FunctionItem ID This field displays the Item ID number for the item you are modifying.

Description This edit field contains the name of the item to be modified.

Unit of Measure This edit field shows how the item is measured or counted.

Unit Cost 1 This edit field is generally the cost of an item before markup.

Unit Cost 2 This edit field is the second cost and could be the retail or installed cost.

Alternate ID This edit field contains the SKU number.

Phase Code This edit field is provided for Timberline clients.

Item Code This edit field is provided for Timberline clients.

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6. Enter the Unit Cost 2.7. Enter an Alternate ID, if desired.8. Enter a Phase Code, if desired.9. Enter an Item Code, if desired.10. Click on OK to modify the entry and close the dialog box.

Database Filters

The Database Filters command allows you to reduce the number of entries displayed in the database. You can filter based on C.S.I. division/item ID, description, unit of measure, unit cost 1, or unit cost 2. The database is filtered using all of the toggles that are checked on.

" As a general rule, less memory is needed to filter the database if more information is used. Also, the more information you provide in the filter, the faster the database is filtered. For example, suppose your database has 50,000 records. If you perform a filter for all records that have the item IDs beginning with 02 (Sitework), your filter could take 200 units of time and would yield 5000 records. If you do the same filter but add descriptions that start with ‘b’, that filter would take 5 units of time and yield 300 records. Furthermore, if you perform a third filter for all records starting with 0201 and descriptions starting with ‘b’, that filter would take 2 units of time and yield 15 records.

For your convenience, all records that have sub assemblies have a description that starts with ‘S_’ (Capital S and a space). Incidentally, in the example above, a filter for all records

QUANTITY TAKEOFF # DATABASE # MANAGE # FILTER

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atabasewith an item number starting with 02 and a description starting with ‘S_’ would take 4 units of time and yield 30 records, all of which contain sub assemblies.

Figure 2-5 Database Filters Dialog Box

Database Filters Dialog Box DefinitionsOption FunctionC.S.I. Division Toggle this option on if you want to filter the database by the C.S.I. division/item ID. The

drop list contains all of the C.S.I. divisions. You can also enter a part of the item ID to filter the database.

Description Toggle this option on if you want to filter the database by the description. Enter a full or partial description that you want to filter for in the edit field. An asterisk can be used as a wild card character.

Unit of Measure Toggle this option on if you want to filter the database by the unit of measure. Enter the unit of measure that you want to filter for in the edit field.

Unit Cost 1 Toggle this on if you want to filter the database by the unit cost 1. Select Single, Less Than, Greater Than, or Range from the drop list and enter a value for the unit cost in the edit field.

! Single: Enter the exact unit cost that you want to filter by.

! Less Than: Enter the value for the unit cost that you want all database items to be displayed that are below that value.

! Greater Than: Enter the value for the unit cost that you want all database items to be displayed that are above that value.

! Range: Enter the range of unit costs that you want all database items to be displayed that are between these values.

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QuickStepsTo filter the database entries, complete the following steps:

1. Select Database ! Manage.This displays the Manage Database dialog box (Figure 2-2 on page 4).

2. Click on Filters.This displays the Database Filters dialog box (Figure 2-5 on page 9).

3. Toggle on C.S.I. Division if you want to filter based on the C.S.I. division. Enter the item ID that you want the filter based on.

4. Toggle on Description if you want to filter based on the description. Enter the full or partial description that you want the filter based on.

5. Toggle on Unit of Measure if you want the filter based on the unit of measure. Enter the unit of measure that you want the filter based on.

6. Toggle on Unit Cost 1 if you want to filter based on unit cost 1. Select the option to filter by either Single, Less Than, Greater Than, or Range. Enter the value or values for the unit cost.

7. Toggle on Unit Cost 2 if you want to filter based on unit cost 2. Select the option to filter by either Single, Less Than, Greater Than, or Range. Enter the value or values for the unit cost.

8. Click on OK to accept the filters. This filters the database and displays item IDs according to the toggles that are on.

Unit Cost 2 Toggle this on if you want to filter the database by the unit cost 2. Select Single, Less Than, Greater Than, or Range from the drop list and enter a value for the unit cost in the edit field.

! Single: Enter the exact unit cost that you want to filter by.

! Less Than: Enter the value for the unit cost that you want all database items to be displayed that are below that value.

! Greater Than: Enter the value for the unit cost that you want all database items to be displayed that are above that value.

! Range: Enter the range of unit costs that you want all database items to be displayed that are between those values.

Database Filters Dialog Box DefinitionsOption Function

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atabase

AssembliesSee Sub Assemblies.

Sub Assemblies

Sub Assemblies provide you with the ability to build assemblies using existing items found in the database. These items can have varying quantities, for example:

Quantity Takeoff automatically adds all necessary items per tree planting in the design, reporting back the required materials.

QUANTITY TAKEOFF # DATABASE # SUB ASSEMBLIES

Tree Planting

1.5 mhr Dig Tree Pit

1 EA Place Tree

1.5 mhr Backfill Tree

3.0 cf Mulch

3.0 EA Fertilizer Tablet

Figure 2-6 Sub Assemblies Dialog Box

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Sub Assemblies Dialog Box DefinitionsOption Icon FunctionItem ID This displays all of the items that can be selected for calculating the takeoff. They

are listed sequentially by alphanumeric order.

Description This contains the name of item to be modified.

Units This column displays the unit of measure of the item.

Unit Cost 1 This generally contains the “cost” of an item before markup.

Unit Cost 2 This contains the second cost, which could be the retail or installed cost.

New This icon allows you to add a new item to the sub assemblies.

Modify This icon allows you to modify an existing item in your sub assemblies.

Delete This icon allows you to remove any item(s) from your sub assemblies.

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atabase

New Sub-Assembly QUANTITY TAKEOFF # DATABASE # SUB ASSEMBLIES # NEW SUB ASSEMBLY

Figure 2-7 New Sub-Assembly Dialog Box

New Sub-Assembly Dialog Box DefinitionsOption FunctionC.S.I. Division This is the Construction Specifications Institute Division number for the categories of

items. For example, 01 is General Requirements.

Item ID This is the ID that is assigned to the item. Enter 8 (eight) alphanumeric characters for the item ID. These eight characters are appended on to the two-digit C.S.I. division code.

Description Enter the extended description for the item ID in this edit field.

Quantity/Unit Enter the units that are used for each item in this edit field.

Unit Cost 1 Enter the first unit cost for the item in this edit field.

Unit Cost 2 Enter the second unit cost for the item in this edit field.

Alternate ID This is the SKU number.

Phase Code This is provided for Timberline clients.

Item Code This is provided for Timberline clients.

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Assembly ManagerQUANTITY TAKEOFF # DATABASE # SUB ASSEMBLIES # MODIFY SUB ASSEMBLY # ASSEMBLY

M ANAGER

Figure 2-8 Assembly Manager Dialog Box

Assembly Manager Dialog Box DefinitionsOption Icon FunctionItem ID This displays all of the items that can be selected for calculating the takeoff.

They are listed sequentially by alphanumeric order.

Description This contains the name of item to be modified.

Quantity This displays the total number of selected items.

Units This column displays the unit of measure of the item.

Unit Cost 1 This generally contains the “cost” of item before markup.

Unit Cost 2 This contains the second cost, which could be the retail or installed cost.

Total Extended Cost 1

This displays the total of all costs listed in the Unit Cost 1 column.

Total Extended Cost 2

This displays the total of all costs listed in the Unit Cost 2 column.

New This icon allows you to add a new item to the assemblies.

Modify This icon allows you to modify an existing item in your assemblies.

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Modify Sub Assembly Item

Delete This icon allows you to remove any item(s) from your assemblies.

Change Assembly Data

This option allows you to modify the items/information associated to the selected assembly. This will eliminate the need to rebuild the assembly due to modifications.

Set Unit Costs to be Extended Costs

This option allows you to copy the costs of the unit to the extended costs. This will eliminate the need to modify each cost field.

QUANTITY TAKEOFF # DATABASE # SUB ASSEMBLIES # MODIFY SUB ASSEMBLY # MODIFY SUB-ASSEMBLY ITEM

Figure 2-9 Modify Sub Assembly Item Dialog Box

Modify Sub Assembly Item Dialog Box DefinitionsOption FunctionItem ID This displays all of the items that can be selected for calculating the takeoff. They are

listed sequentially by alphanumeric order.

Description This displays an extended description for the item number.

Unit of Measure This column displays the unit of measure of the item.

Unit Cost 1 This column displays the first unit cost for the item that is listed.

Unit Cost 2 This column displays the second unit cost for the item that is listed.

Quantity This allows multiple items to be tagged to a single QTO number.

Assembly Manager Dialog Box DefinitionsOption Icon Function

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Add Sub Assembly Item(s)QUANTITY TAKEOFF # DATABASE # SUB ASSEMBLIES # MODIFY SUB ASSEMBLY # ADD SUB

ASSEMBLY ITEM(S)

Figure 2-10 Add Sub Assembly Item(s) Dialog Box

Add Sub Assembly Item(s) Dialog Box DefinitionsOption FunctionItem ID This displays all of the items that can be selected for calculating the takeoff. They are

listed sequentially by alphanumeric order.

Description This displays the name of item to be modified.

Units This column displays the unit of measure of the item.

Unit Cost 1 Generally the “cost” of item before markup.

Unit Cost 2 Second cost could be the retail or installed cost.

Quantity This allows multiple items to be tagged to a single QTO number.

Filter This allows you to filter the list that is displayed in the database. The available filter options are C.S.I. Division, Item ID, Description, Unit of Measure, Unit Cost 1 and Unit Cost 2.

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Modify Sub-Assembly

Assembly Manager

The Assembly Manager command allows you to view the sub-assembly structure if an assembly exists for that item ID. This displays the item ID, description, units, unit cost 1, and unit cost 2 for all of the sub assemblies.

QUANTITY TAKEOFF # DATABASE # SUB ASSEMBLIES # MODIFY SUB ASSEMBLY # CHANGE ASSEMBLY DATA

Figure 2-11 Modify Sub-Assembly Dialog Box

Modify Sub-Assembly Dialog Box DefinitionsOption FunctionItem ID This field displays the Item ID of the item you are modifying.

Description This edit field displays the name of item to be modified.

Unit This edit field displays how each item is measured or counted.

Unit Cost 1 This field generally displays the “cost” of an item before markup.

Unit Cost 2 This displays the second cost, which could be the retail or installed cost.

Alternate ID This edit field displays the SKU number.

Phase Code This edit field is provided for Timberline clients.

Item Code This edit field is provided for Timberline clients.

QUANTITY TAKEOFF # DATABASE # MANAGE # ASSEMBLIES

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" This is only available if you have purchased a Means Database.

QuickStepsTo view the sub assemblies for an item, complete the following steps:

1. Select Database ! Manage.This displays the Manage Database dialog box (Figure 2-2 on page 4).

2. Highlight the item that you want to see the sub assemblies for and click on Assemblies. This displays the Assembly Manager dialog box (above).

3. Click on Close to return to the Manage Database dialog box.

Figure 2-12 Assembly Manager Dialog Box

Assembly Manager Dialog Box DefinitionsOption FunctionAssembly This displays the assembly that is highlighted in the Manage Database dialog box (Figure

2-2 on page 4). This lists the item ID, description, units, unit cost 1, and unit cost 2.

Item ID This displays all of the sub assembly items that can be selected for the takeoff. They are listed sequentially by increasing alphanumeric order.

Description This displays an extended description for the sub assembly item ID.

Units This column displays the quantity per unit of measure for the sub assembly item.

Unit Cost 1 This column displays the first unit cost for the sub assembly item that is listed.

Unit Cost 2 This column displays the second unit cost for the sub assembly item that is listed.

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QTO Import

KEY-IN COMMAND: qtimport

This command allows you to append your current QTO database with additional records by importing an ASCII file that contains your own specific Item IDs and costs. The file to import can be either comma delimited (.CSV) or tab delimited.

After specifying the file name to import, you must assign which columns of data belong to the specified QTO fields by using the drop lists. The drop lists are filled in with the names of the columns specified in the header of the file you are importing. Minimally, you must import a CSI division, Item ID, Description, Unit of Measure, Unit Cost 1, and Unit Cost 2. You may also optionally import an Alternate ID, Phase Code, or Item Code.

Refer to the QTO Import File Format on page 20.

If any problems exist in the file being imported, the Invalid Import Item dialog box (Figure 2-14 on page 21) displays. You can correct the problem on the item, ignore the problem, ignore all problems in the file, or cancel the import.

For more information, see Invalid Import Item on page 21.

Once all of the items are imported, the Import Results dialog box displays. The number of items imported successfully and the number or errors display. You have the option to Undo the import or click on Done to accept the import.

QUANTITY TAKEOFF # DATABASE # IMPORT

Figure 2-13 QTO Import Dialog Box

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QTO Import File FormatThis is an example of a comma delimited (.CSV) file to import. The first line of the file must be the headers for each column of data. The rows following the header must contain the data for each record.

CSI,Item ID,Description,Unit of Measure,Unit Cost 1,Unit Cost 201,12344321,Stop Sign,Ea,15.00,20.0001,87654321,Striping,L.F.,3.00,4.50The format of the Tab Delimited file is identical other than tabs are used to separate the columns of data, not commas.

QTO Import Dialog Box DefinitionsOption FunctionFile To Import Specify the path and name of the file you wish to import. You may enter the file directly in

the edit field or use the Browse button to locate the file to import through the Windows Open dialog box. After specifying the filename, the drop lists in the Import Links frame are enabled showing you the names of the columns of data to import.

Browse Use the Browse button to select the file to import.

File Type Specify the file type as Comma Separated File (*.CSV) or as Tab Delimited File (*.TXT).

Refer to QTO Import File Format, below.

C.S.I. Division This is the Construction Specifications Institute division number for the categories of items. The CSI Division must be a 2-digit number between 01 and 16. If a CSI division is not important to your database, specify the CSI Division as 01. The C.S.I. Division is a required field.

Item ID This is the ID that is assigned to the item. The Item ID must be 8 characters long. These eight characters are appended on to the two-digit C.S.I. division code. The Item ID is a required field.

Description This is the extended description for the item ID. The Description must be between 1 and 70 characters long. The Description is a required field.

Unit of Measure This specifies the units that are used for each item. The Unit of Measure must be between 1 and 4 characters long. The Unit of Measure is a required field.

Unit Cost 1 Enter the first Unit Cost for the item. The unit cost must be greater than 0.00 and less than 1000000.00. While both unit costs are required, you can specify the same unit cost for both Unit Cost 1 and Unit Cost 2.

Unit Cost 2 Enter the second Unit Cost for the item. The unit cost must be greater than 0.00 and less than 1000000.00. While both unit costs are required, you can specify the same unit cost for both Unit Cost 1 and Unit Cost 2.

Alternate ID This is the alphanumeric Alternate ID. The Alternate ID cannot be greater than 12 characters long. The Alternate ID is optional to import.

Phase Code This is the alphanumeric Phase Code. The Phase Code cannot be greater than 9 characters long. The Phase Code is optional to import.

Item Code This is the alphanumeric Item Code. The Item Code cannot be greater than 4 characters long. The Item Code is optional to import.

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Chapter 2: D

atabase

Invalid Import ItemThis dialog box displays if the data in the columns being imported are invalid. Each column that is being imported has restrictions for valid data. This command allows you to correct or ignore the data being imported. You also have the option to cancel the import so you can correct the problems.

To correct any problems on the item being imported, correct the incorrect value and click on the Apply button. The import of the file continues until another problem is encountered. If no other problems are encountered, the Import Results dialog box displays. The number of records successfully imported are displayed, as well as the number of records with errors. You have the option to Undo the import or select Done to accept the import.

To ignore an invalid record, click on the Ignore button. The import of the files continues until another problem is encountered. If no other problems are encountered, the Import Results dialog box displays. The number of records successfully imported are displayed, as well as the number of records with errors. You have the option to Undo the import or click on Done to accept the import.

To ignore all invalid records, click on the Ignore All button. The import of the file continues until all records are imported. Once all valid records are imported, the Import Results dialog box displays. The number of records successfully imported are displayed, as well as the number of records with errors. You have the option to Undo the import or click on Done to accept the import.

To cancel the import command, click on the Cancel All button. The import routine is canceled and nothing is imported into the database.

Figure 2-14 Invalid Import Item Dialog Box

Invalid Import Item Dialog Box DefinitionsOption FunctionC.S.I. Division This is the Construction Specifications Institute division number for the categories of

items. The CSI Division must be a 2-digit number between 01 and 16. If a CSI division is not important to your database, specify the CSI Division as 01. The C.S.I Division is a required field.

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Item ID This is the ID that is assigned to the item. The Item ID must be 8 characters long. These eight characters are appended on to the two-digit C.S.I. division code. The Item ID is a required field.

Description This is the extended description for the item ID. The Description must be between 1 and 70 characters long. The Description is a required field.

Unit of Measure This specifies the units that are used for each item. The Unit of Measure must be between 1 and 4 characters long. The Unit of Measure is a required field.

Unit Cost 1 Enter the first Unit Cost for the item. The unit cost must be greater than 0.00 and less than 1000000.00. While both unit costs are required, you can specify the same unit cost for both Unit Cost 1 and Unit Cost 2.

Unit Cost 2 Enter the second Unit Cost for the item. The unit cost must be greater than 0.00 and less than 1000000.00. While both unit costs are required, you can specify the same unit cost for both Unit Cost 1 and Unit Cost 2.

Alternate ID This is the alphanumeric Alternate ID. The Alternate ID cannot be greater than 12 characters long. The Alternate ID is optional to import.

Phase Code This is the alphanumeric Phase Code. The Phase Code cannot be greater than 9 characters long. The Phase Code is optional to import.

Item Code This is the alphanumeric Item Code. The Item Code cannot be greater than 4 characters long. The Item Code is optional to import.

Invalid Import Item Dialog Box DefinitionsOption Function

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C H A P T E R

3

I T E M I D

In this chapter:

Assign Item ID by Object. . . . . . . . . . . . . . . . . . . . 24

Assign Item ID by Linear . . . . . . . . . . . . . . . . . . . . 25

Assign Item ID by Block/Cell . . . . . . . . . . . . . . . . . 27

Assign Item ID by Area . . . . . . . . . . . . . . . . . . . . . 29

Assign Item ID by Volume. . . . . . . . . . . . . . . . . . . 31

Assign Item ID by Layer/Level . . . . . . . . . . . . . . . 34

Modify Item ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Remove Item ID . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Figure 3-1 Item ID Menu

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Assign Item ID by Object

KEY-IN COMMAND: assignobj

ICON:

The Assign Item ID by Object command allows you to assign an item ID to a selected CAD object. This also allows you to specify the quantity for the object you are assigning.

" If the item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database, or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

QUANTITY TAKEOFF # ITEM ID # ASSIGN BY OBJECT

Figure 3-2 Assign Item ID by Object Dialog Box

Assign Item ID by Object Dialog Box DefinitionsOption Icon FunctionNew Item ID This edit field allows you to assign an item ID to a selected CAD object. If you

want to select an item ID from the database, click on the Manage Database icon.

See the icon in Manage Database on page 4.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

Quantity This edit field allows you to enter the number of items you want to assign to the CAD object. You do not need to assign the same item ID to each similar object. You can assign one object with a larger quantity.

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Chapter 3: Item

ID

QuickSteps To assign an item ID to an object, complete the following steps:

1. Select Item ID ! Assign by ! Object.This displays the Assign Item ID by Object dialog box (Figure 3-2 on page 24).

2. Enter the Item ID in the edit field, or click on the Manage Database icon to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

3. Enter the quantity that you want to have assigned to the object.4. Click on Apply to assign the item ID.

You are prompted to select an object.

5. Graphically select the object to which you want to assign the item ID. When you are done selecting objects, press Enter in AutoCAD/BricsCad or the reset mouse button in MicroStation.

6. Click on Close when finished.

Assign Item ID by Linear

KEY-IN COMMAND: assignlinear

ICON:

The Assign Item ID by Linear command assigns an item ID to an object that is measured linearly. You can select the linear distance to be measured in length or stations.

" If the Item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database, or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

QUANTITY TAKEOFF # ITEM ID # ASSIGN BY LINEAR

Figure 3-3 Assign Item ID by Linear Dialog Box

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QuickStepsTo assign a linear item ID to an object, complete the following steps:

1. Select Item ID ! Assign by ! Linear. This displays the Assign Item ID by Linear dialog box (Figure 3-3 on page 25).

2. Enter the Item ID in the edit field, or click on the Manage Database icon to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

3. Select how you want the linear distance to be measured (length or stations).4. Click on Apply to select the object to assign a linear item ID.

You are prompted to select an object.

5. Graphically select the object that you want to assign the linear item ID. When you are done selecting objects, press Enter in AutoCAD/BricsCad or the reset mouse button in MicroStation.

6. Click on Close when finished.

Assign Item ID by Linear Dialog Box DefinitionsOption Icon FunctionNew Item ID This edit field allows you to assign an item ID to a selected object. If you want to

select an item ID from the database, click on the Manage Database icon.

See the icon in Manage Database on page 4.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

Length Turn this radio button on if you want the item ID to be assigned as a linear distance based on measured length.

Stations Turn this radio button on if you want the item ID to be assigned as a linear distance based on stations.

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Chapter 3: Item

ID

Assign Item ID by Block/Cell

KEY-IN COMMAND: assignsym

ICON:

The Assign Item ID by Block/Cell command allows you to assign an item ID to a selected block or cell. You can select a block/cell graphically, or select all blocks/cells with a certain name. Nodes can also be selected by description and Field Code.

" If the item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database, or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

" The dialog box displays the caption of Assign Item ID by Block when in AutoCAD/BricsCad and Assign Item ID by Cell when in MicroStation.

QUANTITY TAKEOFF # ITEM ID # ASSIGN BY BLOCK/CELL

Figure 3-4 Assign Item ID by Cell Dialog Box

Assign Item ID by Cell Dialog Box DefinitionsOption Icon FunctionNew Item ID This edit field allows you to assign an item ID to a selected block/cell. If you

want to select an item ID from the database, click on the Manage Database icon.

See the icon in Manage Database on page 4.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

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QuickStepsTo assign an item ID to a block/cell or Node, complete the following steps:

1. Select Item ID ! Assign by ! Block/Cell.This displays the Assign Item ID by Block/Cell dialog box (Figure 3-4 on page 27).

2. Enter the New Item ID in the edit field, or click on the Manage Database icon to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

3. Select how you want to select the block/cell or Node by selecting an option from the Selection Method drop list.A. Select Blocks/Cells: If you have selected the Select Blocks/Cells option,

click on the PIC icon and graphically select the blocks/cells or Nodes that you want to assign an item ID to. When you are done selecting blocks/cells and Nodes, press Enter in AutoCAD/BricsCad or the reset mouse button in MicroStation.

B. Block/Cell Name: If you have selected the Block/Cell Name option, enter the name of the block/cell in the edit field, or click on the PIC icon to graphically select a block/cell or Node and the name is filled in the edit field for you.

C. Description: If you have selected the Description option, enter the description in the edit field.

D. Field Code: If you have selected the Field Code option, select the Field Code from the Field Code drop list.

Selection Method

This option allows you to choose how you want to select the blocks/cells and assign an item ID to them. The available options are Selected Blocks, Block Name, Description, and Field Code.

! Selected Blocks: This allows you to graphically select the block/cell or Nodes that you want to assign an item ID to by clicking on the PIC button.

! Block Name: Select this option if you want to assign an item ID to the blocks/cells that have a specific name. You can either enter the name of the block/cell, or graphically select a block/cell or Node by using the PIC button.

! Description: Select this option if you want to assign an item ID to Nodes that have a specific description.

! Field Code: Select this option if you want to assign an item ID to Nodes that have a specific Field Code. The Field Code drop list displays all of the Field Codes for the current symbols library.

Assign Item ID by Cell Dialog Box DefinitionsOption Icon Function

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Chapter 3: Item

ID4. Click on Apply.

This assigns the item ID to the block/cell or Nodes that were selected or that meet the selection criteria.

5. Click on Close.

Assign Item ID by Area

KEY-IN COMMAND: assignarea

ICON:

The Assign Item ID by Area command allows you to assign an area item ID to an object. The methods that you can use to assign the item ID are EP Boundary, Object, and Width. You can also select what type of units are to be used. The available units are acres, square feet, and square yards when you are in an English project, and hectares and square meters when you are in a metric project.

" If the item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

QUANTITY TAKEOFF # ITEM ID # ASSIGN BY AREA

Figure 3-5 Assign Item ID by Area Dialog Box

Assign Item ID by Area Dialog Box DefinitionsOption Icon FunctionNew Item ID This edit field allows you to assign an item ID to a selected area. If you want to

select an item ID from the database, click on the Manage Database icon.

See the icon in Manage Database on page 4.

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QuickStepsTo assign an area item ID to an object, complete the following steps:

1. Select Item ID ! Assign by ! Area.This displays the Assign Item ID by Area dialog box (Figure 3-5 on page 29).

2. Enter the Item ID in the edit field, or click on the Manage Database icon to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

3. Set the Method option to the method that you want to use to define the area. The available options are EP Boundary, Object, and Width. If you have selected EP Boundary, enter the tolerance in the Tolerance edit field. If you have selected Width, enter the width in the Width edit field.

4. Click on the PIC button.A. EP Boundary: If the selection method is EP Boundary, you are prompted to

select an internal point. Graphically select a point inside an enclosed region.

Manage Database

This icon displays the database and allows you to select the desired tag.

Method This drop list allows you to specify how you want to select the area that is assigned an area item ID. The available options are EP Boundary, Object, and Width.

! EP Boundary: Select this option if you want to select a point inside an enclosed region and have Eagle Point determine the boundary and assign an area item ID to that boundary.

! Object: Select this option if you want to select a closed polyline/complex chain or shape and assign an area item ID to it.

! Width: Select this option if you want to enter a width to be used when you are selecting an object to which you want to assign an area item ID.

Tolerance This edit field is only available when the Method is set to EP Boundary. This is the minimum distance allowed between two endpoints of selected objects before these objects are closed.

Width This edit field is only available when the Method is set to Width. Enter the width of the selected object so an area can be calculated.

Units This drop list allows you to specify the units that the area is measured in. The available options are Acres, Square Feet, and Square Yards when you are in an English project, and Hectares and Square Meters when you are in a metric project.

Assign Item ID by Area Dialog Box DefinitionsOption Icon Function

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Chapter 3: Item

IDB. Object: If the selection method is Object, you are prompted to select

objects. Graphically select the objects that make up a closed region. When you are done selecting objects, press the Enter key in AutoCAD/BricsCad or the reset mouse button in MicroStation. You are prompted to select an internal point. Graphically select an internal point of the selected objects.

C. Width: If the selection method is Width, you are prompted to select an object. Graphically select an object. When you are done selecting objects, press Enter in AutoCAD/BricsCad or the reset mouse button in MicroStation.

5. Click on Apply. This assigns an area item ID to the objects that were selected.

6. Click on Close.

Assign Item ID by Volume

KEY-IN COMMAND: assignvol

ICON:

The Assign Item ID by Volume command allows you to assign a volume item ID to an object. The methods that you can use to assign the item ID are EP Boundary, Object, and Width. You can also select what type of units are to be used. The available units are acre - feet, cubic feet, and cubic yards when you are in an English project or cubic meters when you are in a metric project.

QUANTITY TAKEOFF # ITEM ID # ASSIGN BY VOLUME

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" If the item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database, or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

Figure 3-6 Assign Item ID by Volume Dialog Box

Assign Item ID by Volume Dialog Box DefinitionsOption Icon FunctionNew Item ID This allows you to assign an item ID to a selected volume. If you want to select

an item ID from the database, click on the Manage Database icon.

See the icon in Manage Database on page 4.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

Method This allows you to specify how you want to select the volume that is assigned a volume item ID. The available options are EP Boundary, Object, and Width.

! EP Boundary: Select this option if you want to select a point inside an enclosed region and have Eagle Point determine the boundary and assign a volume item ID to that boundary.

! Object: Select this option if you want to select a closed polyline/complex chain or shape and assign a volume item ID to it.

! Width: Select this option if you want to enter a width to be used when you are selecting an object to which you want to assign a volume item ID.

Tolerance This option is only available when the selection method is set to EP Boundary. This is the minimum distance allowed between two endpoints of selected objects before these objects are closed.

Width This option is only available when the selection method is set to Width. Enter the width of the selected object so a volume can be calculated.

Depth Enter the depth that is used to calculate the volume.

Units This option allows you to specify the units that the volume is measured in. The available options are acre - feet, cubic feet, and cubic yards when you are in an English project and cubic meters when you are in a metric project.

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Chapter 3: Item

ID

QuickStepsTo assign a volume item ID to an object, complete the following steps:

1. Select Item ID ! Assign by ! Volume.This displays the Assign Item ID by Volume dialog box (Figure 3-6 on page 32).

2. Enter the Item ID in the edit field, or click on the Manage Database icon (see the icon in Manage Database on page 4) to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

3. Set the Method option to the method that you want to use to define the volume. The available options are EP Boundary, Object, and Width. If you have selected EP Boundary, enter the tolerance in the Tolerance edit field. If you have selected Width, enter the width in the Width edit field, etc.

4. Enter the Depth that is used when calculating the volume.5. Click on the PIC button.

A. EP Boundary: If the selection method is EP Boundary, you are prompted to select an internal point. Graphically select a point inside an enclosed region.

B. Object: If the selection method is Object, you are prompted to select an object. Graphically select an object. Press Enter when you are done selecting objects in AutoCAD/BricsCad or the reset mouse button in MicroStation. You are prompted to select an internal point. Graphically select an internal point of the selected objects.

C. Width: If the selection method is Width, you are prompted to select an object. Graphically select an object. Press Enter when you are done selecting objects in AutoCAD/BricsCad or the reset mouse button in MicroStation.

6. Click on Apply.This assigns a volume item ID to the objects that were selected.

7. Click on Close.

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Assign Item ID by Layer/Level

KEY-IN COMMAND: assignl

ICON:

The Assign Item ID by Layer/Level command allows you to assign an item ID to every object that is on the specified layer/level. Every object on the specified layer/level has its own item ID assigned to it. This would assign an item ID the same way the Assign Item ID by Object command would, but with quantity always set to one.

" If the item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database, or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

QUANTITY TAKEOFF # ITEM ID # ASSIGN BY LAYER/LEVEL

Figure 3-7 Assign Item ID by Level Dialog Box

Assign Item ID by Level Dialog Box DefinitionsOption Icon FunctionNew Item ID This option allows you to assign an item ID to a selected layer/level. If you want

to select an item ID from the database, click on the Manage Database icon.

See the icon in Manage Database on page 4.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

Layer/Level Enter the layer/level on which the objects you want to assign an item ID to reside.

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Chapter 3: Item

ID

QuickStepsTo assign an item ID to every object on a layer/level, complete the following steps:

1. Select Item ID ! Assign by ! Layer/Level.This displays the Assign Item ID by Layer/Level dialog box (Figure 3-7 on page 34).

2. Enter the item ID in the edit field, or click on the Manage Database icon (see the icon in Manage Database on page 4) to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

3. Enter the layer name/level number that the objects you want to assign item IDs to reside on.

4. Click on Apply to assign the item IDs to all of the objects on the layer/level specified.

5. Click on Close.

Modify Item ID

KEY-IN COMMAND: moditemid

ICON:

The Modify Item ID command allows you to change the item ID that was placed on an object. Graphically select the object for which you want to modify the item ID and enter the new item ID. The methods that are available to select objects are By Object, Selected Blocks/Cells, Block/Cell Name, Description, and Field Code.

QUANTITY TAKEOFF # ITEM ID # MODIFY

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" If the item ID does not exist in the database, a message is displayed stating so. You must enter an item ID that is in the database, or select one by clicking on the Manage Database icon. See the icon in Manage Database on page 4.

Figure 3-8 Modify Item ID Dialog Box

Modify Item ID Dialog Box DefinitionsOption Icon FunctionMethod This drop list allows you to choose how you want to modify item IDs from

objects. The available options are Object, Selected Blocks/Cells, Block/Cell Name, Description, and Field Code.

! Object: Select this option if you want to graphically select objects from CAD to modify the item IDs for.

! Selected Blocks/Cells: This allows you to graphically select the blocks/cells or Nodes that you want to modify an item ID from by clicking on the PIC button.

! Block/Cell Name: Select this option if you want to modify an item ID from the blocks/cells that have a specific name. You can either enter the name of the block/cell, or graphically select a block/cell or Node by using the PIC button.

! Description: Select this option if you want to modify an item ID from Nodes that have a specific description.

! Field Code: Select this option if you want to modify an item ID from the Nodes that have a specific Field Code. The drop list displays all of the Field Codes for the current symbols library.

PIC This icon allows you to select the object for which you want to modify the item ID from CAD.

Field Code This controls what symbol and annotation will appear on the Node when it is placed. The available field codes are read from the current Node (Field Code) Library.

Current Item ID This option displays the item ID that is currently attached to the selected object.

New Item ID This option allows you to assign a new item ID to the selected object. If you want to select an item ID from the database, click on the Manage Database icon.

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Chapter 3: Item

ID

QuickStepsTo modify the item ID that is attached to an object, complete the following steps:

1. Select Item ID ! Modify.This displays the Modify Item ID dialog box (Figure 3-8 on page 36).

2. Select how you want to modify the item ID for an object by selecting an option from the Method drop list.A. Object: If you have selected the Object option, click on the PIC icon to

graphically select the object for which you want to modify the item ID.B. Select Blocks/Cells: If you have selected the Select Blocks/Cells option,

click on the PIC button and graphically select the blocks/cells or Nodes that you want to assign an item ID to. When you are done selecting blocks/cells and Nodes, press the Enter key.

C. Block/Cell Name: If you have selected the Block/Cell Name option, enter the name of the block/cell into the edit field, or click on the PIC icon to graphically select a block/cell or Node and have the name filled in the edit field for you.

D. Description: If you have selected the Description option, enter the description in the edit field.

E. Field Code: If you have selected the Field Code option, select the Field Code from the Field Code drop list.

3. Enter the New Item ID in the edit field, or click on the Manage Database icon (see the icon in Manage Database on page 4) to display the Manage Database dialog box (Figure 2-2 on page 4) to select, create, or modify an item ID.

4. Click on Apply to modify the item IDs of the selected object.5. Click on Close.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

Modify Item ID Dialog Box DefinitionsOption Icon Function

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Remove Item ID

KEY-IN COMMAND: removeid

The Remove Item ID command allows you to remove an item ID that is attached to an object. Use this option if you assigned an item ID to the wrong object, or if you no longer need an item ID assigned to the object. You can select the objects to remove an item ID from with the following methods: Objects, Selected Blocks/Cells, Block/Cell Name, Description, and Field Code.

QUANTITY TAKEOFF # ITEM ID # REMOVE

Figure 3-9 Remove Item ID Dialog Box

Remove Item ID Dialog Box DefinitionsOption Icon FunctionMethod This drop list allows you to choose how you want to remove item IDs from

objects. The available options are Object, Selected Blocks/Cells, Block/Cell Name, Description, and Field Code.

! Object: Select this option if you want to graphically select objects from CAD to remove the item IDs for.

! Selected Blocks/Cells: This allows you to graphically select the blocks/cells or Nodes that you want to remove an item ID from by clicking on the PIC button.

! Block/Cell Name: Select this option if you want to remove an item ID from the blocks/cells that have a specific name. You can either enter the name of the block/cell, or graphically select a block/cell or Node by using the PIC button.

! Description: Select this option if you want to remove an item ID from Nodes that have a specific description.

! Field Code: Select this option if you want to remove an item ID from the Nodes that have a specific Field Code. The drop list displays all of the Field Codes for the current symbols library.

PIC This icon allows you to select objects in the CAD graphic from which to remove the item IDs.

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Chapter 3: Item

ID

QuickStepsTo remove the item ID from an object, complete the following steps:

1. Select Item ID ! Remove. This displays the Remove Item ID dialog box (Figure 3-9 on page 38).

2. Select how you want to remove the item ID from an object by selecting an option from the Method drop list.A. Object: If you have selected the Object option, click on the PIC icon to

graphically select the objects that you want to remove the item ID from. When you are done selecting objects, press Enter in AutoCAD/BricsCad or the reset mouse button in MicroStation.

B. Select Blocks/Cells: If you have selected the Select Blocks/Cells option, click on the PIC button and graphically select the blocks/cells or Nodes that you want to remove an item ID from. When you are done selecting blocks/cells or Nodes, press the Enter key in AutoCAD/BricsCad or the reset mouse button in MicroStation.

C. Block/Cell Name: If you have selected the Block/Cell Name option, enter the name of the block/cell in the edit field, or click on the PIC icon to graphically select a block/cell or Node and have the name filled in the edit field for you.

D. Description: If you have selected the Description option, enter the description in the edit field.

E. Field Code: If you have selected the Field Code option, select the Field Code from the Field Code drop list.

3. Click on Apply to remove the item IDs from the objects that were selected or meet the selection criteria.

4. Click on Close.

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4

C A L C U L A T E

In this chapter:

Calculate Quantities . . . . . . . . . . . . . . . . . . . . . . . 42

Bill of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Figure 4-1 Calculate Menu

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Calculate Quantities

KEY-IN COMMAND: qtcalc

ICON:

The Calculate Quantities command allows you to calculate a quantity for selected items that have been assigned an item ID. You can calculate the quantities for all objects, select the desired object, all blocks/cells of a certain name, all objects on a certain layer/level, or all objects with a certain item ID.

" The calculation results can be displayed by selecting the Bill of Materials command from the Calculate pull-down menu.

" As soon as the Calculate Quantities command is executed again, the previous bill of materials is deleted, and a new bill of materials is reported based on the new calculations.

QUANTITY TAKEOFF # CALCULATE # QUANTITIES

Figure 4-2 Calculate Quantities Dialog Box

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alculateCalculate Quantities Dialog Box DefinitionsOption Icon FunctionMethod This option allows you to select how you want to calculate quantities for items.

The available options are All Objects, Selected Objects, Block/Cell Name, Layer/Level, and Item ID.

! All Objects: Select this option if you want to calculate the quantities of all the objects that have an item ID assigned to them.

! Selected Objects: Select this option if you want to graphically select objects from CAD to calculate the quantities for.

! Block/Cell: Select this option if you want to calculate the quantities of all the blocks/cells that have a specific name. You can either enter the name of the blocks/cells or graphically select a block/cell or Node by using the PIC button.

! Layer/Level: Select this option if you want to calculate the quantities of all the objects on a specified layer/level.

! Item ID: Select this option to calculate the quantities of all the objects with a specified item ID.

PIC This icon allows you to select objects from the CAD graphic that you want to calculate the quantities for.

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QuickStepsTo calculate quantities of items, complete the following steps:

1. Select Calculate ! Quantities. This displays the Calculate Quantities dialog box (Figure 4-2 on page 42).

2. Choose a method from the drop list. The available options are All Objects, Selected Objects, Block/Cell, Layer/Level, or Item ID.

A. Selected Objects: If you have chosen Selected Objects, click on the PIC button and graphically select the objects that you want calculated. When you are done selecting objects, press the Enter key in AutoCAD/BricsCad or the Reset button in MicroStation.

B. Block/Cell: If you have selected Block/Cell, enter the name of the block/cell in the edit field, or click on the PIC button to graphically select a block/cell or Node and have the name of the block/cell filled in the edit field.

C. Layer/Level: If you have selected Layer/Level, select the layer/level from the drop list or enter the layer/level number in the edit field.

D. Item ID: If you have selected Item ID, enter the item ID in the edit field or click on the Manage Database icon to select the item ID from the database.

3. Click on Apply to calculate the quantities. 4. Click on Close.5. To display the results, select Calculate ! Bill of Materials.

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Bill of Materials

KEY-IN COMMAND: qtbom

ICON:

The Bill of Materials command allows you to display the latest calculated results. You can also create custom results using the new, modify, and delete commands. The bill of materials displays the item ID, description, quantity, units, unit costs, and estimated costs.

QUANTITY TAKEOFF # CALCULATE # BILL OF M ATERIALS

Figure 4-3 Bill of Materials Dialog Box

Bill of Materials Dialog Box DefinitionsOption Icon FunctionItem ID This column displays all of the items included in the takeoff. The items are listed

sequentially by this ID.

Description This column displays an extended description for the item ID.

Quantity This column displays the numeric value returned after the takeoff is calculated based on the object type and attributes. This is an accurate count of total length, area, volume, or occurrence of an item type.

Units This column displays the unit of measure of the item.

Unit Cost 1 This column displays the first unit cost for the item that is listed.

Estimated Cost 1

This column displays the total estimated cost of an item based on the first unit cost.

(Quantity) (Unit Cost 1) = X cost

Unit Cost 2 This column displays the second unit cost for the item that is listed.

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Estimated Cost 2

This column displays the total estimated cost of an item based on the second unit cost.

(Quantity) (Unit Cost 2) = X cost

Total This displays the total estimated cost for all items. This is separated as total estimated cost 1 and total estimated cost 2.

Σ Estimated Costs 1 = Estimated Total 1

Σ Estimated Costs 2 = Estimated Total 2

New Bill of Materials Item

This option allows you to enter additional items, that are not included in the takeoff, to the results. If a new item is added, the Estimated Totals are updated.

For more information, see New Bill of Materials Item on page 47.

Modify Bill of Materials Item

This option allows you to modify items included in the takeoff results. This updates the estimated totals. Changing the information in this box does not affect the database entry.

For more information, see New Bill of Materials Item on page 47.

Delete Bill of Materials Item

This option allows you to remove an item that is included in the takeoff results. This updates the estimated totals. This does not affect the database entry in the Manage Database dialog box (Figure 2-2 on page 4).

Bill of Materials Print Options

This option allows you to customize how the bill of materials results are printed. You can specify what you want printed, how wide the columns should be, the heading for each column and the order of the columns.

Import This option allows you to import a saved bill of materials list to be included with the current bill of materials list.

Export This option allows you to save a bill of materials list so it is not lost when another calculation is performed.

Bill of Materials Dialog Box DefinitionsOption Icon Function

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New Bill of Materials Item

The New Bill of Materials Item command allows you to enter additional items, that are not included in the takeoff, to the results. If a new item is added, the estimated totals are updated.

QUANTITY TAKEOFF # CALCULATE # BILL OF M ATERIALS # NEW BILL OF M ATERIALS ITEM

Figure 4-4 New Bill of Materials Item Dialog Box

New Bill of Materials Item Dialog Box DefinitionsOption Icon FunctionC.S.I. Division This is the Construction Specifications Institute division number for the categories

of items. For example, 01 is General Requirements.

Item ID This is the ID that is assigned to the item. Enter 8 digits for the item, or select from a list of defined item IDs in the database. This does not have to be an item listed in the database.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

Description Enter the extended description for the item ID in this edit field.

Quantity Enter the quantity for items. For example, if you want the item counted as 1 object, enter 1.

Unit of Measure Enter the unit of measure for the item in this edit field.

Unit Cost 1 Enter the first unit cost for the item in this edit field.

Unit Cost 2 Enter the second unit cost for the item in this edit field.

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QuickStepsTo add a new entry to the Bill of Materials list, complete the following steps:

1. Select Calculate ! Bill of Materials.This displays the Bill of Materials dialog box (Figure 4-3 on page 45).

2. Click on the New Bill of Materials Item icon. This displays the New Bill of Materials Item dialog box (Figure 4-4 on page 47).

3. Select the C.S.I. Division from the drop list.4. Enter the item ID in the edit field, or select from a list by clicking on the Manage

Database icon to the right of the edit field.5. Enter a description for the item.6. Enter a quantity for the item.7. Enter the unit of measure for the item.8. Enter the first unit cost for the item.9. Enter the second unit cost for the item.10. Click on Apply to add the new entry and keep the dialog box open, or click on

OK to add the new entry and then close the dialog box.

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Bill of Materials Table Setup

The Bill of Material Print Options command allows you to customize how the bill of materials results is printed. You can specify what you want printed, how wide the columns should be, the heading for each column, and the order of the columns.

QUANTITY TAKEOFF # CALCULATE # BILL OF M ATERIALS # BILL OF M ATERIALS PRINT OPTIONS

Figure 4-5 Bill of Materials Table Setup Dialog Box

Bill of Materials Table Setup Dialog Box DefinitionsOption Icon FunctionInclude This column displays if the item listed in the Data to Print column is printed. If

there is check mark in this field, the item is printed.

Data Field This displays all of the items that can be printed for the bill of materials results. The available items to print are Item ID, Description, Quantity, Unit of Measure, Unit Cost 1, Unit Cost 2, Estimated Cost 1, and Estimated Cost 2.

Column Header This option allows you to customize the heading for the column.

Width This option allows you to specify how wide each column is when it is printed.

Total Printed Columns Used

This displays the total of all the numbers that are displayed in the Width column for the items that are toggled on to be printed.

Total Printed Columns Available

This displays the total number of columns that are available to be printed as set by the printer.

Save Settings as Defaults

This allows you to save the Bill of Materials Print Options as the defaults so the next time this command is selected, the print options are set to what they were when this button was clicked on.

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The following are tips when printing QTO Bills of Materials data:

" We do not currently have the ability to detect the width of each character in a specific font type, so if you wish to see everything lined up perfectly, choose a monotype font like Courier.

" When specifying the column widths for each data field, you must consider one more space than you want the text to take up, as the extra space is needed for separating the columns. The smallest column width that you can currently enter is 2 – one space for a character and one space for a space.

" If you are not a fan of buttons, right-clicking on the list control brings up a pop-up menu from which you can choose different commands. Additionally, if you highlight an item or multiple items on the list control and you want to move them up/down in the list, simply hit the up or down arrows on the keyboard, respectively.

QuickStepsTo print a bill of materials report, complete the following steps:

1. Select Calculate ! Bill of Materials. This displays the Bill of Materials dialog box (Figure 4-3 on page 45).

2. Click the Bill of Materials Print Options icon. This displays the Bill of Materials Table Setup dialog box (Figure 4-5 on page 49).

3. Toggle on the items you want to print.4. Enter the widths for the items that you have toggled on.

Edit Row This option allows you to edit the column width and column header for the selected row.

Sort Data This option allows you to specify the order that the columns are placed in the printout. The lowest number is farthest to the left and the highest number is farthest to the right.

Primary Sort Select the order of the data field output. This is the first item that you would want listed in the estimate.

Secondary Sort Select the data field that you wish to have displayed.

Ascending This allows you to have the output printed alphabetically from A to Z.

Descending This allows you to have the output printed alphabetically from Z to A.

Word Wrap Columns

This allows you to have a longer description that would be placed in a paragraph form.

Bill of Materials Table Setup Dialog Box DefinitionsOption Icon Function

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alculate5. Enter the column headers for the items that you have toggled on.6. Specify the print order for the items that you have toggled on by using the Move

Row(s) Up and Move Row(s) Down options.7. Click on Print.

Import Bill of Materials

The Import Bill of Materials command allows you to import a saved bill of materials list to be included with the current bill of materials list. This displays the Windows Open dialog box, allowing you to select the file that you want to import.

QuickStepsTo import a bill of materials report, complete the following steps:

1. Select Calculate ! Bill of Materials.This displays the Bill of Materials dialog box (Figure 4-3 on page 45).

2. Click on Import. This displays the Windows Open dialog box. The file extension for bill of materials files is BOM.

3. Select the bill of materials file that you want to import and click on OK. This adds the contents of the file you imported to the existing bill of materials report.

QUANTITY TAKEOFF # CALCULATE # BILL OF M ATERIALS # IMPORT

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Export Bill of Materials

The Export Bill of Materials command allows you to export the displayed bill of materials list to a file. This displays the Windows Save As dialog box, allowing you to select the location to which you want to export the bill of materials list.

See Bill of Materials Table Setup on page 49 for more information.

QUANTITY TAKEOFF # CALCULATE # BILL OF M ATERIALS # EXPORT

Figure 4-6 Export Bill of Materials Dialog Box

Export Bill of Materials Dialog Box DefinitionsOption FunctionExport to Bill of Materials (*.bom)

This creates an ASCII text file.

Export to QuickBooks Pro (*.iif)

This creates a Quicken Export file used for the QuickBooks Pro import feature. This option displays the Bill of Materials Table Setup dialog box (Figure 4-5 on page 49).

Export to Excel Spreadsheet (*.xls)

Exports to an Excel spreadsheet. This option displays the Bill of Materials Table Setup dialog box (Figure 4-5 on page 49).

Export to Excel Text File (*.csv)

Exports as a comma separated file. This option displays the Bill of Materials Table Setup dialog box (Figure 4-5 on page 49).

Include Asset Proposal Manager (*.is1)

This export option will convert the output into a file format that this particular software can read.

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QuickStepsThe Export to Excel spreadsheet or Comma separated file options allow you to create a file so you can import a bill of materials into Excel or a variety of word processing applications.

1. Select Calculate ! Bill of Materials.2. Click on Export in the Bill of Materials dialog box (Figure 4-3 on page 45). 3. Highlight Export to an Excel spreadsheet. 4. Click on the Export button.

The Bill of Materials Table Setup dialog box (Figure 4-5 on page 49) displays.

5. Toggle on the fields you wish to display in the export. 6. Perform a primary or secondary sort.7. Click on the Export button.8. Type a name for your file.9. Click on the Save button.

Export InformationThe Export to QuickBooks Pro option in the Export Bill of Materials dialog box (Figure 4-6 on page 52) allows you to import data into the QuickBooks Pro software. When this option is chosen, the Export Information dialog box (below) displays.

Figure 4-7 Export Information Dialog Box

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QuickSteps To export a Bill of Materials report, complete the following steps:

1. Select Calculate ! Bill of Materials. This displays the Bill of Materials dialog box (Figure 4-3 on page 45).

2. Click on Export. This displays the Export Bill of Materials dialog box (Figure 4-6 on page 52).

3. Select Bill of Materials.4. Click on Export.

This displays the Windows Save As dialog box.

5. Select the location for the bill of materials report. 6. Enter a file name for the bill of materials report and click on Save.

The file is saved with a BOM extension. This exports the contents of the bill of materials to the file you specified.

Export Information Dialog Box DefinitionsOption FunctionCustomer Information

Enter the pertinent information in these fields.

! Account Last Name: You must enter information in this field.

! Account First Name: Entering information in this field is optional.

! Account Job Name: Entering information in this field is optional.

Carry Over Prices

This toggle determines if you would like to include the price in the export to QuickBooks Pro. You may also select either price field.

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C H A P T E R

5

D I S P L A Y

In this chapter:

Display Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Figure 5-1 Display Menu

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Display Objects

KEY-IN COMMAND: displayobj

ICON:

The Display Objects command allows you to display all of the objects that are tagged with an item ID, all of the objects that have not been tagged with an item ID, or all of the objects that have been tagged with a specific item ID. The objects are displayed by highlighting them in the CAD graphic.

" As soon as the CAD graphic is redrawn, or the command is closed, the objects return to their original state.

QUANTITY TAKEOFF # DISPLAY # OBJECTS

Figure 5-2 Display Objects Dialog Box

Display Objects Dialog Box DefinitionsOption Icon FunctionDisplay This drop list allows you to select which objects you want to display. The

available options are Tagged Entities, Untagged Entities, and By Item ID.

Item ID This drop list is only available if the method is set to Display By Item ID. Enter the item ID in the edit field or click on the Manage Database icon.

See the icon in Manage Database on page 4.

PIC This icon allows you to select an object that has an item ID assigned to it. The item ID is filled in the Item ID edit field.

Manage Database

This icon compiles and displays the items available for a quantity takeoff.

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isplay

QuickSteps To display objects that are tagged or not tagged with an item ID, complete the following steps:

1. Select Display ! Objects.This displays the Display Objects dialog box (Figure 5-2 on page 56).

2. Select the desired method. The available options are Tagged Entities, Untagged Entities and By Item ID.A. Tagged/Untagged Entities: If you have selected Tagged Entities or Untagged

Entities, click on Apply to display the objects.B. By Item ID: If you have selected By Item ID, enter the desired item ID, click

on the Manage Database icon and select an item ID, or click on the PIC button and graphically select an object that has been tagged with an item ID. Click on Apply to highlight the objects that are tagged with the item ID that is specified.

3. Click on Close when you are finished with the command. The objects that are highlighted are returned to their original states.

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G L O S S A R Y

O F

T E R M SAssemblies

Each item in your QTO database may contain assemblies of other items. For example, an item ID might be assigned to an entire fence line, and within that one item ID can be other item IDs that are used for the fence poles and fence screening. When a bill of materials is generated, the individual fence posts and screen material is included in the bill of materials.

Bill of Materials (BOM)This is a list of the number and cost of the tagged items selected within the CAD graphic. You may combine bills of materials from other CAD graphics and projects using the Import command found on the Bill of Materials dialog box within QTO.

C.S.I. DivisionThis is the Construction Specifications Institute division number for the categories of items. For example, 01 is General Requirements.

Item IDThis refers to the 10-digit alphanumeric ID that is assigned to an object(s) that corresponds to an entry in your QTO database. The first two digits are the C.S.I. Division and the last eight are the item ID. An item ID can be assigned by different methods so that when a bill of materials is calculated, the quantity and units are calculated from the objects in CAD.

G L O S S A R Y O F T E R M S

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QTO DatabaseThis is the collection of item IDs grouped by their C.S.I. division number. The default database that is shipped with QTO can be modified and additional entries may be made. Every project uses the same QTO database.

Tagged ItemsThis refers to items that have been assigned a QTO item ID. You may show all tagged items by using the Tagged Items command found in QTO.

Untagged ItemsThis refers to items that have not been assigned a QTO Item ID. You may show all untagged items by using the Untagged Items command found in QTO.

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AAdd Sub Assembly Item(s) . . . . . . . . . . . . . . . 16

Add Sub Assembly Item(s) Dialog Box . . . 16Add Sub Assembly Item(s) Dialog Box . . . . . . 16Alternate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Alternate ID . . . . . . . . . . . . . . 6, 7, 13, 17, 20, 22Ascending . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . 5, 11Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Assembly Manager . . . . . . . . . . . . . . . . . . 14, 17

Assembly Manager Dialog Box . . . . . 14, 18QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 18

Assembly Manager Dialog Box . . . . . . . . . 14, 18Assign Item ID by Area . . . . . . . . . . . . . . . . . . 29

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 30Assign Item ID by Area Dialog Box . . . . . . . . . 29Assign Item ID by Block/Cell . . . . . . . . . . . . . . 27

Assign Item ID by Cell Dialog Box . . . . . . 27QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 28

Assign Item ID by Cell Dialog Box . . . . . . . . . . 27Assign Item ID by Layer/Level . . . . . . . . . . . . . 34

Assign Item ID by Level Dialog Box . . . . . 34QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 35

Assign Item ID by Level Dialog Box . . . . . . . . . 34Assign Item ID by Linear . . . . . . . . . . . . . . . . . 25

Assign Item ID by Linear Dialog Box . . . . 25QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 26

Assign Item ID by Linear Dialog Box . . . . . . . . 25Assign Item ID by Object . . . . . . . . . . . . . . . . . 24

Assign Item ID by Object Dialog Box . . . . 24QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 25

Assign Item ID by Object Dialog Box . . . . . . . . 24Assign Item ID by Volume . . . . . . . . . . . . . . . . 31

Assign Item ID by Volume Dialog Box . . . 32QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 33

Assign Item ID by Volume Dialog Box . . . . . . . 32

BBill of Materials . . . . . . . . . . . . . . . . . . . . . . . . 45

Bill of Materials Dialog Box . . . . . . . . . . . . 45

Bill of Materials Table Setup . . . . . . . . . . 49Export Bill of Materials . . . . . . . . . . . . . . . 52Import Bill of Materials . . . . . . . . . . . . . . . 51New Bill of Materials Item . . . . . . . . . . . . 47

Bill of Materials Dialog Box . . . . . . . . . . . . . . . 45Bill of Materials Print Options . . . . . . . . . . . . . 46Bill of Materials Table Setup . . . . . . . . . . . . . . 49

Bill of Materials Table Setup Dialog Box . 49QuickSteps . . . . . . . . . . . . . . . . . . . . . 50, 53

Bill of Materials Table Setup Dialog Box . . . . . 49Browse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

CC.S.I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2C.S.I. Division . . . . . . . . . . . . 6, 9, 13, 20, 21, 47Calculate . . . . . . . . . . . . . . . . . . . . . . . 41, 42, 45

Calculate Menu . . . . . . . . . . . . . . . . . . . . 41Calculate Menu . . . . . . . . . . . . . . . . . . . . . . . . 41Calculate Quantities . . . . . . . . . . . . . . . . . . . . 42

Calculate Quantities Dialog Box . . . . . . . 42QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 44

Calculate Quantities Dialog Box . . . . . . . . . . . 42Carry Over Prices . . . . . . . . . . . . . . . . . . . . . . 54Change Assembly Data . . . . . . . . . . . . . . . . . 15Column Header . . . . . . . . . . . . . . . . . . . . . . . . 49Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . 2Construction Specification Institute . . . . . . . . . . 2Current Item ID . . . . . . . . . . . . . . . . . . . . . . . . 36Customer Information . . . . . . . . . . . . . . . . . . . 54

DData Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Assemblies . . . . . . . . . . . . . . . . . . . . . . . . 11Database Menu . . . . . . . . . . . . . . . . . . . . . 3Manage Database . . . . . . . . . . . . . . . . . . . 4QTO Import . . . . . . . . . . . . . . . . . . . . . . . 19Sub Assemblies . . . . . . . . . . . . . . . . . . . . 11

Database Filters . . . . . . . . . . . . . . . . . . . . . . . . 8

I N D E X

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Database Filters Dialog Box . . . . . . . . . . . 9QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 10

Database Filters Dialog Box . . . . . . . . . . . . . . . 9Database Menu . . . . . . . . . . . . . . . . . . . . . . . . 3Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12, 15Delete Bill of Materials Item . . . . . . . . . . . . . . 46Delete Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Descending . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Description 4, 6, 7, 9, 12, 13, 14, 15, 16, 17, 18, 20,

22, 45, 47Display . . . . . . . . . . . . . . . . . . . . . . . . . . . 55, 56

Display Menu . . . . . . . . . . . . . . . . . . . . . . 55Display Objects . . . . . . . . . . . . . . . . . . . . 56

Display Menu . . . . . . . . . . . . . . . . . . . . . . . . . 55Display Objects . . . . . . . . . . . . . . . . . . . . . . . . 56

Display Objects Dialog Box . . . . . . . . . . . 56QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 57

Display Objects Dialog Box . . . . . . . . . . . . . . . 56

EEdit Row . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Estimated Cost 1 . . . . . . . . . . . . . . . . . . . . . . 45Estimated Cost 2 . . . . . . . . . . . . . . . . . . . . . . 46Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Export Bill of Materials . . . . . . . . . . . . . . . . . . 52

Export Bill of Materials Dialog Box . . . . . . 52Export Information . . . . . . . . . . . . . . . . . . 53QuickSteps . . . . . . . . . . . . . . . . . . . . . . . 54

Export Bill of Materials Dialog Box . . . . . . . . . 52Export Information . . . . . . . . . . . . . . . . . . . . . 53

Export Information Dialog Box . . . . . . . . . 53Export Information Dialog Box . . . . . . . . . . . . 53Export to Bill of Materials (*.bom) . . . . . . . . . . 52Export to Excel Spreadsheet (*.xls) . . . . . . . . 52Export to Excel Text File (*.csv) . . . . . . . . . . . 52Export to QuickBooks Pro (*.iif) . . . . . . . . . . . 52

FField Code . . . . . . . . . . . . . . . . . . . . . . . . . . . 36File To Import . . . . . . . . . . . . . . . . . . . . . . . . . 20File Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 16

IImport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Import Bill of Materials . . . . . . . . . . . . . . . . . . 51

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . .51Include . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49Include Asset Proposal Manager (*.is1) . . . . . .52Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Invalid Import Item . . . . . . . . . . . . . . . . . . . . . .21

Invalid Import Item Dialog Box . . . . . . . . .21Invalid Import Item Dialog Box . . . . . . . . . . . . .21Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Item Code . . . . . . . . . . . . . . . .6, 7, 13, 17, 20, 22Item ID 4, 6, 7, 12, 13, 14, 15, 16, 17, 18, 20, 22,

23, 45, 47, 56Assign Item ID by Area . . . . . . . . . . . . . . .29Assign Item ID by Block/Cell . . . . . . . . . . .27Assign Item ID by Layer/Level . . . . . . . . .34Assign Item ID by Linear . . . . . . . . . . . . . .25Assign Item ID by Object . . . . . . . . . . . . . .24Assign Item ID by Volume . . . . . . . . . . . . .31Item ID Menu . . . . . . . . . . . . . . . . . . . . . . .23Modify Item ID . . . . . . . . . . . . . . . . . . . . . .35Remove Item ID . . . . . . . . . . . . . . . . . . . .38

Item ID Menu . . . . . . . . . . . . . . . . . . . . . . . . . .23

LLayer/Level . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Length . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

MManage Database 4, 24, 26, 27, 30, 32, 34, 37, 47,

56Database Filters . . . . . . . . . . . . . . . . . . . . .8Manage Database Dialog Box . . . . . . . . . .4Modify Database Entry . . . . . . . . . . . . . . . .7New Database Entry . . . . . . . . . . . . . . . . . .5

Manage Database Dialog Box . . . . . . . . . . . . . .4Method . . . . . . . . . . . . . . . . . . .30, 32, 36, 38, 43Modify . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12, 14Modify Bill of Materials Item . . . . . . . . . . . . . . .46Modify Database Entry . . . . . . . . . . . . . . . . . .5, 7

Modify Database Entry Dialog Box . . . . . . .7QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . .7

Modify Database Entry Dialog Box . . . . . . . . . . .7Modify Item ID . . . . . . . . . . . . . . . . . . . . . . . . .35

Modify Item ID Dialog Box . . . . . . . . . . . . .36QuickSteps . . . . . . . . . . . . . . . . . . . . . . . .37

Modify Item ID Dialog Box . . . . . . . . . . . . . . . .36Modify Sub Assembly Item . . . . . . . . . . . . . . . .15

Modify Sub Assembly Item Dialog Box . . .15Modify Sub Assembly Item Dialog Box . . . . . .15

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Modify Sub-Assembly . . . . . . . . . . . . . . . . . . . 17Modify Sub-Assembly Dialog Box . . . . . . 17

Modify Sub-Assembly Dialog Box . . . . . . . . . . 17

NNew . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12, 14New Bill of Materials Item . . . . . . . . . . . . . 46, 47

New Bill of Materials Item Dialog Box . . . . 47QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 48

New Bill of Materials Item Dialog Box . . . . . . . 47New Database Entry . . . . . . . . . . . . . . . . . . . . . 5

New Database Entry Dialog Box . . . . . . . . 5QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . . 6

New Database Entry Dialog Box . . . . . . . . . . . . 5New Item ID . . . . . . . . . 24, 26, 27, 29, 32, 34, 36New Sub-Assembly . . . . . . . . . . . . . . . . . . . . . 13

New Sub-Assembly Dialog Box . . . . . . . . 13New Sub-Assembly Dialog Box . . . . . . . . . . . . 13Number of Records found in Filter . . . . . . . . . . . 5

PPhase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Phase Code . . . . . . . . . . . . . . 6, 7, 13, 17, 20, 22PIC . . . . . . . . . . . . . . . . . . . . . . . . . 36, 38, 43, 56Primary Sort . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

QQTO Import . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Invalid Import Item . . . . . . . . . . . . . . . . . . 21QTO Import Dialog Box . . . . . . . . . . . . . . 19QTO Import File Format . . . . . . . . . . . . . . 20

QTO Import Dialog Box . . . . . . . . . . . . . . . . . . 19QTO Import File Format . . . . . . . . . . . . . . . . . . 20Quantity . . . . . . . . . . . . . . . 14, 15, 16, 24, 45, 47Quantity Takeoff Glossary . . . . . . . . . . . . . . . . 59Quantity/Unit . . . . . . . . . . . . . . . . . . . . . . . . . . 13

RRemove Item ID . . . . . . . . . . . . . . . . . . . . . . . . 38

QuickSteps . . . . . . . . . . . . . . . . . . . . . . . . 39Remove Item ID Dialog Box . . . . . . . . . . . 38

Remove Item ID Dialog Box . . . . . . . . . . . . . . 38

SSave Settings as Defaults . . . . . . . . . . . . . . . . 49Secondary Sort . . . . . . . . . . . . . . . . . . . . . . . . 50

Selection Method . . . . . . . . . . . . . . . . . . . . . . 28Set Unit Costs to be Extended Costs . . . . . . . 15Sort Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Stations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Sub Assemblies . . . . . . . . . . . . . . . . . . . . . . . 11

Add Sub Assembly Item(s) . . . . . . . . . . . 16Assembly Manager . . . . . . . . . . . . . . 14, 17Modify Sub Assembly Item . . . . . . . . . . . 15Modify Sub-Assembly . . . . . . . . . . . . . . . 17New Sub-Assembly . . . . . . . . . . . . . . . . . 13Sub Assemblies Dialog Box . . . . . . . . . . . 11Tree Planting . . . . . . . . . . . . . . . . . . . . . . 11

Sub Assemblies Dialog Box . . . . . . . . . . . . . . 11

TTolerance . . . . . . . . . . . . . . . . . . . . . . . . . 30, 32Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Total Extended Cost 1 . . . . . . . . . . . . . . . . . . . 14Total Extended Cost 2 . . . . . . . . . . . . . . . . . . . 14Total Printed Columns Available . . . . . . . . . . . 49Total Printed Columns Used . . . . . . . . . . . . . . 49Tree Planting . . . . . . . . . . . . . . . . . . . . . . . . . . 11

UUnit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7, 17Unit Cost 1 4, 6, 7, 9, 12, 13, 14, 15, 16, 17, 18, 20,

22, 45, 47Unit Cost 2 4, 6, 7, 10, 12, 13, 14, 15, 16, 17, 18,

20, 22, 45, 47Unit of Measure . . . . . . . . . 6, 7, 9, 15, 20, 22, 47Units . . . . . . . . . . . . 4, 12, 14, 16, 18, 30, 32, 45

WWidth . . . . . . . . . . . . . . . . . . . . . . . . . . 30, 32, 49Word Wrap Columns . . . . . . . . . . . . . . . . . . . . 50

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