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Introduction

Modelogix Introduction Training Manual

of 52 © 2018 Trimble Inc. November 2018

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November 2018 © 2018 Trimble Inc. of 52

Table of Contents1 About Modelogix 62 Prerequisites 73 Getting Started 84 Modelogix Navigation 95 Modelogix Roles 106 Creating Models Overview 127 Search 138 Creating Models 169 Markups 1810 Views 2111 Review Questions 2412 Analysis Overview 2613 Calculations Options 2714 View Options 2815 Statistics and Range Options 3016 Review Questions 3317 Updating and Benchmarking Overview 3618 Modifying Estimate Values 3719 Modifying Model Values 3820 Benchmarking 3921 Attachments and Notes 4022 Review Questions 4223 Reporting Overview 4424 Designing Reports 4525 Report Options 4726 Printing Reports 4927 Exporting to Excel 5028 Review Questions 52



Getting Started



1 About ModelogixModelogix is a cost modeling software which sharpens your competitive edge. UsingModelogix, you build a database of your historical projects. You can use actual as-built costsor estimates. You then leverage this data to build models for conceptual pricing based onestimates of similar type scope. Modelogix enables you to easily build your database andaccess your estimates. Modelogix features include time and location indices to normalize yourprojects. The Smart Categories feature enables tagging your estimates so you can quicklyaccess only those estimates relevant for your model. It also supports custom units andmetrics so the data is relevant to your business.

A major benefit of Modelogix is having all of your historical estimates stored in a MS SQLdatabase - a central repository that is readily accessible throughout your company. Your rich,intellectual estimates are backed up by your network administrator so your data is protected.

It doesn’t matter what format your historical information is in as estimates can be importedfrom WinEst, Excel, Prolog and Vico Office. The Prolog and Vico Office integrations can be setto automatically import closed estimates directly into Modelogix. You can also export modelsdirectly into WinEst. Although tightly integrated with WinEst, Modelogix also complements any3rd party estimating or project management solution.

You will also see how smoothly information flows from Modelogix to Prolog. We explain it as'Closed-Loop Integration' but Modelogix can accept data from any application that can exportto text or Excel.



2 Prerequisites

Software Requirements

To complete this training manual, you will need to have access to the Modelogix Cloud versionand the Modelogix Training database used for this course. This database is not automaticallyinstalled with Modelogix. If you are taking our online training class, or a standard class hostedby Trimble, Modelogix and the training database will be available. Your trainer can provide thesteps for signing in.



3 Getting Started

Modelogix was designed to generate conceptual models based on averaging costs from one ormore estimates or 'as-builts', and adjusting for time and location. Using relevant estimateswith one or more standardized Work Breakdown Structures you can create a quick andaccurate cost model.

This course will provide you with an understanding of creating and saving models,benchmarking, reviewing metrics and designing reports. This introduction course has beendesigned for end-users and as a first step for administrators.

Business Value

l Increase efficiency, productivity and accuracyl Access company historical project informationl Leverage best practicesl Standardize and present professional reports

ObjectivesAfter completing this course, participants will be able to:

l Search project datal Create modelsl Add markupsl Benchmark a modell Design and create reports



4 Modelogix NavigationModelogix opens to a home screen with options that will take you to the most frequently usedfeatures. These features include Import WinEst Estimates, Import Excel Estimates, CreateModels, Search Estimates and Design Reports. The home page has links to videos showinghow to search, analyze and create models.

The Navigation Pane on the left side of Modelogix enables you to navigate through the wholeprogram. The pane can be collapsed or expanded and is organized by sections which includeHome, Setup, Search, and Contents folders for Models, Estimates and Reports.



5 Modelogix RolesAll users who access Modelogix are assigned one of the following security roles:

1. User Limited to creating models and building report templates.

2. Publisher Limited to importing projects and estimates, assigning projects andestimates to other users in the system, creating models, and building report templates.

3. Administrator Unlimited access to Modelogix, including all the models created byusers. This includes those not marked as editable by everyone (Model | Details | Modelcan be edited by everyone).



Creating Models



6 Creating Models OverviewModels are created by adding estimates that are considered relevant. Determining whichestimates to add can be done by choosing estimates based on your knowledge, or by usingSearch to filter estimates based on predefined criteria. When estimates were imported, SmartCategories were defined. These are properties which your Modelogix administrator has putvalues on. These are then used by Search to select estimates for a model.

Business Value

l Create a model using Search to more accurately determine whichestimates to use

l Add markups to models to reflect current contract needsl Create and save views to quickly review the model based on yourcompany's coding structures

ObjectivesAfter completing this module, participants will be able to:

l Use Search to create a modell Create and add markupsl Create and save views



7 Search

Your company's historical data may consist of hundreds of estimates stored in the Modelogixdatabase.

Search is used to find a set of similar estimates to be used to create a model. Since modelsare a projection of future costs based on past performance, it is important that the estimatescontained in the search are of similar scope as the proposed new model. This is accomplishedby entering details and answering smart category questions during the estimate publishingprocess.

Estimates are displayed in the navigation pane on the left. On the right side of the screen,Filters are displayed. These are listed in two groups; project information and smartcategories. Click on a filter heading to begin narrowing down your search for estimatesneeded for a model. You can then select each filter column heading and pick which values touse. As each selection is made, the list of estimates on the left narrows down to reflect the setof filtered columns.

A map displays in the center. Estimates are represented with a pin and display in the gridbelow. Red pins indicate the locations. The green pin indicates the currently selected projectin the grid.

Searches allow you to filter estimates to be included in a model. Published estimates can alsobe dragged and dropped from the navigation pane onto the spreadsheet. Unpublishedestimates appear in the estimates list but cannot be used in models.



When a search is created, the estimate detail fields, such as size, date, and address, andsmart category answers, such as industry segment and gross square footage can be set todisplay in columns. You can set which columns are displayed in the grid.

The search feature has its own ribbon with icons for commonly used functions:

l Export to Excel- exports the current list of estimates to Excel.l New Model from Search Results- creates a new model from the estimates selectedin the search results.

l Columns Settings - controls which columns are displayed in the grid below the map.l Hide Results Grid - toggles between showing and hiding the grid.l Hide Map - toggles between showing and hiding the map.l Enable Center on Selected - centers the map based on the highlighted project ingrid. Click again to disable centering.

In the Filters pane at the top are two icons:

l Reset All Filters - clear previous filter settings without having to manually removethem.

l Filters Settings - determines which filters you want to see and the order in whichthey should be displayed. This is particularly useful if you only use some of filters.

The map and the grid work together. The location of the pin is determined by the addressinput when publishing the project. The full address can be included, but only the State andCountry, or Postal code is required for the map.



Hover over any pin on the map to view the estimate details and image. The picture displayedis an attachment and users have the ability to add additional attachments and set which willdisplay in the map and in the model. Clicking on a red pin will change it to green and highlightthat project in the grid.

For this exercise, we will filter the list to just a few similar estimates.

1. On the right, under Filters, expand Smart Categories.

2. Check Industry Segments. Many companies use this as their first search. In ourtraining database, it is named Industry Segments but the name can be changed by anAdministrator.

3. Uncheck (All/None).

4. Check Healthcare.

5. Expand Estimate Information.

6. Check Size.

7. Enter 125,000 for the low end or use the sliding bar and set it to 125,000.

The list has been narrowed down to just a few estimates. Leave the results as they are. Weare going to use these estimates in the next exercise.



8 Creating ModelsWhen creating a model, we need to determine which estimates are relevant. In the lastexercise, we used Search to narrow down the number of estimates to a few of similar scope.We can use the results of a Search to create a model.

Another way of creating models is to drag and drop published estimates from the NavigationPane Estimates folders onto the model spreadsheet. By doing this, you are effectivelydetermining what estimates should be included based on your experience.

Either method will work, but if you have a database with numerous estimates of differentvariety and scope, using Search can give you better results. This is because it searches onmetrics such as size, type of estimate, and costs which were entered as properties whenimporting and publishing the estimates.

For this exercise, we will use the search results from the previous exercise to create and savea Model.

1. From the Search screen, click the redModelogix button to create a New Model fromSearch Results.

A window displays allowing you to choose where to save the model.

2. Expand Content.

3. Click Models.

4. Click OK.A window displays allowing you to enter a name for the model.

5. Enter the name, Palo Alto Medical Center.

6. Click OK.

7. Once the Model is generated, click Details and enter the following:l Size: 150,000l Unit: sqftl Date: 1/1/2020l Address: Palo Alto, CAl If checked, uncheck Model can be edited by everyone so only you can editthis model. Those signed in with a 'User' role will not see your model, but Adminswill see it grayed out.

l Set Cost Index Locations to CA - Palo Alto.



NoteAdministrators can activate indices for all users in the system. This helps to ensurethat certain important indices are automatically included in a model. This appliesonly to new models and not to existing ones. Admins can check this on from Setup |Cost Indices.

Click Spreadsheet to see what your model looks like. In the next exercise we will take a lookat customizing the view so you can see different metrics, columns and rows.



9 MarkupsYou can use Markups to add markups such as contingency, overhead and profit to the model.Markups can be unique to the model, or you can add existing system markups that have beenset up by an Administrator. After a markup has been added to a model, you can edit it tochange the name and amount.

Make sure you have the Palo Alto Medical Center model selected and are in the Markupsscreen.

NoteThere are two types of markups: Markups unique to your model and Systemmarkups. Only Modelogix administrators can create System markups. If your adminhas done this, there will be a list of markups to choose from.

In this exercise, we are going to add two markups. These will be unique markups, specificallyfor this model. One will be for a Materials Markup on Concrete. The second one will be for aContingency on Labor and Subcontractor costs.

First we will add the Materials markup.

1. Select the Palo Alto Medical Center model.

2. Click Markups if you are not already there.

3. At the bottom, in the Add Markup box, enter Markup on Concrete Materials.

4. Click or press Enter.

5. Set the Type to Percent.

6. Enter a value of 5.



7. In the Range Only box, click theWBS drop-down and set to Division.

8. Set the Field to Code.

9. Set the From and To drop-down boxes to 3000 since this markup will apply to division3000 only.

10. In the Apply to Metrics box, click Material to restrict the markup to material costs only.

11. Click Spreadsheet and scroll to the bottom to see the new markup.

Next we will add the Contingency markup.

1. Go back to the Markups view.

2. At the bottom of the markups table, enter Contingency on Labor and Subs.

3. Click or press Enter.

4. Set the Type to Percent.

5. Enter a value of 10.

6. In the Apply to Metrics box, click Labor and Subcontractor to restrict the markup tothese costs only.



7. Click Spreadsheet and scroll to the bottom to see the markups.



10 ViewsThe Spreadsheet view in Models is where you view the model by columns and rows. You canview the data in a variety of ways. This is done by dragging and dropping WBS Tables ontoColumns and Rows above the spreadsheet, and by dragging Metrics from the right ontoMetrics above the spreadsheet.

After you have created your model, you will want to choose which Rows, Columns and Metricsto display. For example, if you want to see the Divisions in the rows, on the right side, underTables, click Division and drag it to Rows. To see Quantity, Labor and Total metrics, highlighteach and drag to Metrics. You can re-order these by dragging and dropping. To remove rows,columns or metrics, hover over the button and click the x.

Once you have created a view, you can save it for future use. And you can create and savemultiple views making it easy to switch between different views.

The Spreadsheet view has some buttons on the right side of the ribbon letting you export toExcel, export to a CSV file and export to WinEst. We will look at these later in the Reportingexercise.

For this exercise, you will create two views for the Model. We will show the quantity, total unitcost, and total in both a Division view and a Uniformat view.

First we will create the Division view.

1. Select the Palo Alto Medical Center model.

2. Click Spreadsheet if you are not already there.

3. If not already displayed, drag Quantity, Total Unit Cost, Total and Percent ofTotal onto Metrics.



4. Drag the metrics to display in the order shown in the screenshot below.

5. Drag Division from Tables onto Rows.

6. Click the Star above Metrics

7. Save as Division.

8. Click OK.

Now we will create the Uniformat view.

1. In Rows, hover over the Division button and click the x to remove it from the Model.

2. Drag Uniformat Lvl 1 onto the Rows.





5. Drag Percent of Total onto the Metrics.

6. Click the Star above Metrics.

7. Save as Uniformat.

8. Click OK.

After you have created both of these views, you should see these buttons right below thetoolbar. Click on Division to change the view.

NoteThe views you create are unique to you. Others who are signed in will not see these.



11 Review Questions1. What type of estimating is Modelogix designed for?

a. Detailed final estimatesb. Conceptual estimates

2. What is the primary purpose for using the Search feature?a. Find the details of a particular modelb. Edit a specific WBS tablec. Find a scope of estimates to use for creating models

3. How do you add estimates to a model? Choose the best answer.a. Drag and drop estimates from the navigation pane onto the spreadsheetb. Use Search to narrow down the list of estimatesc. Import models from Exceld. a and b above



Analysis



12 Analysis OverviewUsing calculations and statistics lets you get a quick visual view of the model and how itcompares. You can set options to view all or parts of the model. And of course you can createand save these views and then use them in your final reports.

Business Value

l Illustrate your firm's real world experience by showing statisticalcomparisons of a model versus past projects

l Build your reports with easy to read charts and graphs, all with yourfirms branded elements built right in

Objectives

After completing this module, participants will be able to:l Set report optionsl View statisticsl Create a range graph



13 Calculations OptionsModelogix calculates on a hub and spoke principle. The hub is a conceptual item with eachspoke being a WBS. This allows Modelogix to slice and dice the WBS in any way desired whilekeeping the related metrics accurate.

From these calculations options, you are able to determine how zero values will be handled,how calculations will be handled at the WBS levels and how to set Date and Location indices.

For this exercise, you will exclude the zero values of your estimates, calculate WBS based onDivision and activate the ENR and RS Means City Cost indices.

1. Click Models | Spreadsheet.

2. Click on the Division view.

3. At the right, under Model Options, click the Calculations tab.

4. Check Include Zeros if it is not already on. This option allows you to control howModelogix calculates averages with rows that contain blank unit prices. If the option ischecked the unit costs will include the zero unit prices in the average. If uncheckedModelogix will ignore the zero unit prices and average only the estimates that have unitprice values.

5. Click the Use WBS drop-down and select Division. This option allows you to controlthe unit price calculations at this WBS level.

6. Check the ENR Time Based and RS Means City Cost indices on to activate them.Notice the change in the totals with these indices activated.

TipClick the History tab to see the model's history.



14 View Options

There are some general options giving you control over how you want to view descriptions,cost index details and whether you want to freeze the Total and Markup rows.

Wrap WBS DescriptionWraps WBS descriptions that exceed the maximum number ofcharacters on the screen.

Show Cost Index Details Displays the cost indexes being applied to each estimate withinthe model, as well as their impact on the cost information as a percentage of the total. Thecost index appears in the spreadsheet view and on each estimate's header.

Freeze Total & Markup Rows Freezes the Total and Markup rows, so they remain visiblewhile you scroll through the spreadsheet. These are visible only if they have been added to amodel.

Display Quantities Have all child quantities calculate their items using the quantity of eitherthe first row (First Row Quantity), or of the entire cost model (WBS Quantity).

Deleted Items Show or hide deleted items.

Zoom Level Slider lets you zoom the spreadsheet in or out.

For this exercise, you will change several of these options to see the changes in thespreadsheet.

1. In the Model Spreadsheet, click the Uniformat view button we created earlier.

2. Click the View tab.

3. Check Show Cost Index Details to display the details in the header.

4. Note the unit in the row, B - Shell. It is sfca. This is different from the model unit sqftbecause it is based on the Control Unit set for that WBS.

5. Under Display Quantities, click First Row Quantity. All child records under B - Shellnow show the parent unit.



6. If you have a multilevel structure, it’s not always necessary to see the units andquantities for all levels. Check Hide Child Quantities. The child records do not displayquantities or a unit.

7. Uncheck Hide Child Quantities. You will now see the Control Unit quantities for allitems under B - Shell.

8. Click theWBS Quantity option. This will now display the child quantities and unitsusing the estimate quantities and units instead of the control quantities and units.

9. Finally, try sliding the Zoom Level button left and right to zoom in and out of thespreadsheet.



15 Statistics and Range OptionsThe Statistics view enables quick comparisons. You can see how the cost model stacks upagainst past estimates of similar or different scope. The Statistics page lets you view avariety of numbers in a grid view. There are a number of options to choose from. In the upperleft, you can click the drop-down to select the desired statistical option.

Next to that is a drop-down where you can select the WBS Table. You can choose from tablessuch as Division, Uniformat or any others imported into your Modelogix database. To the rightof the WBS Table button is a drop-down button where you can filter the table, or leave blankto show all.

There is a row with options you can check on or off to look at key numbers.

At the top, there are Print and Save buttons. Save lets you save the data as a CSV file.

The Range view shows statistics in a graphical display. You can quickly see the outliers. Onthe lower right is a legend that displays contributing estimates as well as the model withunique icons so that you can see where each fall in the graph.

For the Statistics options, you will analyze median, minimum, maximum and range, total costby Division.



1. Click Statistics.

2. Select the option for Total.

3. For WBS Table, choose Division.

4. Check Mean, Median, Minimum, Maximum and Range.

TipClicking on a column header will sort the view by that column

For the Range options, you will show the total unit price by Division in a graph of your modeland contributing estimates.

1. Click Range.

2. For options, select Total Unit Cost.

3. For the WBS Table, select Division.

You can filter this view by using Display Filter at the right side of the screen.

1. In the upper right under Display Filter, click the drop-down, (Showing All).

2. Check All/None to clear the screen.



3. Check 3000 - Concrete and 4000 - Masonry to display just these two ranges.



16 Review Questions1. Which estimate is the outlier in the sample Range Graph?

a. Austin Medical Centerb. Portland Childrens Hospitalc. Oakbrook Medical Centerd. Fargo Childrens Hospital

2. Cost Indices are turned on for all new Models created? Choose the best answer.a. Trueb. Falsec. Depends on whether the Admin set this as a default or not.d. None of the Above

3. When setting up Model calculations, should you always 'Include Zero' values? Choosethe best answer.

a. Yesb. Noc. It is a decision you need to make based on the underlying data



Updating and Benchmarking



17 Updating and Benchmarking OverviewReview to make certain all the scope is covered. Apply experience and knowledge to makechanges where necessary. Compare your model to estimates using the Benchmark feature.Add attachments and notes to keep everything together.

Business Value

l Ensure data is accuratel Benchmark estimates and modelsl Link or attach supporting files to models for easy access


l Analyze modelsl Modify values in estimates and modelsl Benchmark modelsl Add attachments and notes



18 Modifying Estimate ValuesYou are not stuck with the Model values. Use your expertise and make adjustments asneeded. This gives you the ability to modify a contributing estimate based on certain metricsthat you may have determined are too high or too low.

For this exercise, the Fargo Childrens Hospital estimate, is skewing our model results.Research indicates that there was a problem with the concrete equipment at the job site andthat is why the concrete costs are much higher than the other contributing estimates. Youwould like to change this estimate so that your model is more accurate.

1. Click Model | Spreadsheet.

2. Click the Division view.

3. Scroll across to the Fargo Childrens Hospital and focus on Division 3000 –Concrete.

4. Change the Total Unit Cost to 1,500.00 as that is what you have determined the costshould have been. The cells are now yellow indicating they have been changed.

5. Click Range.

You can see that the Fargo Childrens Hospital is now closer to the others.

ImportantThese changes only apply to the estimate in this model and do not affect yourhistorical data.

TipWhen you hover over the changed cell, an arrow appears that lets you change backto the original price.



19 Modifying Model ValuesA model is a starting point and needs to be analyzed based on project and customer needs.You want to apply your knowledge and experience to create an acceptable conceptualestimate for your customer.

For this exercise, the company that we are creating the model for requires nothing but thefinest for all of their finishes and you will need to make adjustments to compensate.

1. Click Spreadsheet.


3. In the 9000 – Finishes row for Palo Alto Medical Center, change the Total to 38 million38,000,000. Notice that the Model has changed accordingly.

This change affects all levels of the WBS. If you change to the Uniformat view, the changesmade to the Total are reflected in this breakdown as well. Changes will bubble up or drill downto all WBS levels. These are referred to as Parent and Child records. All WBS Tables areaffected when one is changed. However for reporting purposes, if your coding structure hasenough detail, you can drill down to other children and amend them specifically. This will becovered in more detail when Setting Report Options is covered.

ImportantThese changes only apply to the current model and do not affect your historicaldata.



20 BenchmarkingBenchmarking enables you to do a side-by-side comparison of an estimate or an existingmodel, to the model itself. The Benchmark feature helps reduce errors and omissions on adetailed final estimate. Think of it as a sanity check between your conceptual model and aproject with actual costs. You can benchmark against another Project or Model, a WinEstestimate or data imported from Excel - as long as the WBS is the same.

If comparing a WinEst estimate or an estimate from Excel, you select the appropriate icon andare prompted through the process. To compare against a project or another model, simplydrag it onto the red dotted box.

For this exercise, you've been asked to compare your model to a completed project of similarsize and scope.

1. Click Benchmark.


3. In the Navigation panel, expand Estimates.

4. Drag the Final Healthcare Estimate (Benchmark) onto the red dotted box on theBenchmark screen.

This will show a side by side comparison dependent on the currently selected view. Part of thevariance shown is because the Model is in California and our Benchmark estimate is inArizona. The changes made for the upgrade of finishes are also causing part of the variance.If the variance is not acceptable, you would analyze your Model to determine why and makechanges as needed.



21 Attachments and NotesModelogix lets you save attachments to your estimate or model. This gives you quick accessto supporting documents. Examples of attachments are preliminary drawings in dwf format,pdf drawings, images or Excel files.

You have created your model, analyzed it, made adjustments and now want to store allrelevant documents with the model.

Attachments can be saved in three ways:

1. Attachment Stores the file in the database. This is advantageous as the file cannot bemoved to a different location and lost. However, attaching large files can cause thedatabase to grow quickly in size.

2. Hyperlink Saves a hyperlink in the database. This lets you link to files or websites in awide variety of locations. If the linked file is later moved to a different location, the linkwill no longer work.

3. Shortcut Saves a shortcut link in the database. The file is not stored in the database.This helps minimize the size of the Modelogix database, but if the linked file is moved,the shortcut link will no longer work.

Notes can be saved on an estimate and on a model. Basic formatting buttons are provided.

If advanced formatting is needed, use the attachments feature to attach, link or create ashortcut to documents created outside of Modelogix.

As in most views in Modelogix, there is a feature specific ribbon for attaching files.

Single-clicking on the image or the name in the list brings the image to the forefront. Double-clicking an attachment or shortcut in the list of file names opens a viewer or opens the filewith the authoring application. Double-clicking on hyperlinks takes you to either a website orstarts an application.



For this exercise, a default image will be attached and we will add a note to clarify why thefinishes division was adjusted.

1. Click Attachments.

2. At the far right, click to attach a file.

3. Click Add File.

4. Browse to and select the Palo Alto Medical Center.jpg provided for this training.

5. Click Details to see the model details.

6. Click the Image drop-down and select the image. This will now be the primary imagewhenever this Model is viewed or a report created.

7. Click Notes.

8. Enter the text, "Division 9000 - Finishes have been adjusted because the client hasrequested top of the line finishes."



22 Review Questions1. When you change a value in your model, where do the changes take effect?

a. In the current model onlyb. In all models

2. When you change a value in an estimate in a model, where do the changes take effect?a. In the estimate in that specific model onlyb. Anywhere that estimate is used in any model

3. How do you compare an estimate to a model?a. Custom report viewb. With custom WBS tablesc. Benchmarking



Reporting



23 Reporting OverviewThe reporting feature allows you to produce consistent, professional looking presentations foryour client. Easily customizable options let you build company-specific reports. To customizereports, you use Flexible Report Parts, allowing you to use drag and drop for report creation.And there are also options to export to Excel.

Business Value

l Company specific reportingl Multiple print options


l Design reportsl Set report optionsl Save and print reportsl Export models to Microsoft Excel



24 Designing ReportsA new report can be created in one of two ways. On the Home page, there is a button, DesignReport, or from the Navigation panel, go to Reports and click the + button. Either way a new,empty Report will be created and will send you to the Report editor. You can design as manyreports as needed.

Reports are designed by dragging available Report Parts onto the Report. Report Parts arecolor coded and sorted in descending order. Cover Sheet and Table of Contents stand alone.The Group creates a Group section - Models, Estimates and Side-by-Side can be dragged ontothe Group. Notes, Spreadsheets, Range Graphs, Smart Category Answers and Images can bedragged onto the Model, Estimates or Side-by-Side.

For this exercise, we will create a report that displays a Model with Notes, Uniformatspreadsheet and a Side-by-Side comparison by Division. We will also include a Range graph.

1. In the Navigation Pane, expand Content.

2. Click Reports and click to the right.

3. Click Create New Report.

4. Enter the name, Training Report.

5. Click OK.



6. Drag the Coversheet and Table of Contents onto the area right below TrainingReport to the left.

7. Drag the Group and drop below Table of Contents.

8. Change the group name, to the right of Report Parts, to Cost Model.

9. Drag the Model and Side-by-Side onto the Cost Model.

10. Drag the Image, Notes and Spreadsheet onto the Model.

11. Drag the Spreadsheet and Range Graph onto the Side-by-Side.

Next we will look at report options.



25 Report OptionsEach Report Part has Report Options and several have built-in Templates. The Templates arein customized in Extensible Application Markup Language (XAML). If needed, consultants areavailable to build custom Templates.

For this exercise, you will customize Report Parts by formatting and configuring the layout.You will customize the coversheet, spreadsheet views and range graph.

First we will customize the Coversheet.

1. In the Navigation pane, open the Reports folder and click Training Report.

2. Click on the Coversheet under Training Report.

3. On the right side, click Select Coversheet.

4. Click Select Coversheet.Three options display.

5. Select the second Image.

6. Click OK.

Next we will customize the Spreadsheet and Range Graph.

1. Click on Spreadsheet in the Cost Model group.

2. Drag Quantity, Total Unit Cost, Total and Percent of Total from the Metricscolumn onto the Metrics, if not already there.

3. From the Tables column, drag Uniformat Lvl 1, Uniformat Lvl 2 andMajor up toRows.



4. Remove any other Metrics or Rows not shown above.

5. Click on the Range Graph in the Side-by-Side group.

6. Click the Metric drop-down and change to Total Unit Cost.

7. Drag Division from Tables onto theWBS Drill Down.

In the next exercise, we will print the report.



26 Printing ReportsFrom Modelogix, reports can print to a printer or print to XPS. Opening the Reports folder inthe Navigation Pane displays all of the available reports. If you have a pdf printer installed,you can choose that to print to pdf.

For this exercise, we will use the Palo Alto Medical Center model and view it using the TrainingReport.

1. In the Navigation Pane, expand the Models folder.

2. Click on the Palo Alto Medical Center model.

3. Click on Reports in the ribbon.

4. Select the Training Report.

5. Click on the Print icon to preview the report. Preview will work fine, you don't need toprint this out for the training class.



27 Exporting to ExcelAnother option that can be used for reports is to export the model to Microsoft Excel. Doingthis allows you to use all of the Excel capabilities for formatting and creating reports.

You can export smart categories, images, and cost index factors. Using templates, you canalso create different lists of smart category questions and answers that you wish to export.These templates are available to all your Modelogix users. Rows in the spreadsheet are alsoexpandable and collapsible to reflect the current spreadsheet state in Modelogix.

Export the Palo Alto Medical Center model out to Excel.

1. In the Navigation Pane, highlight the Palo Alto Medical Center model and clickSpreadsheet.


3. Click the Excel button.The Model to Excel Export Settings window displays.

4. Check Include Smart Category Answers and Include Images.

5. Click OK.

6. Save to your desktop with the name, Palo Alto Medical Center.xlsx.

7. Format your Excel file as needed to make the columns legible.

8. Click the Smart Categories tab to see questions and answers.

9. Click an Image tab to see one of the exported images.



When you exported to Excel, there was an option to use a Template. In the above exercise,we left the selection as None. By default, all of the Smart Categories were exported. You canfilter this by creating and using a Template for the export. When creating a template, you canchoose which Smart Categories to include. This filters out unnecessary information. Instead ofselecting None, you click the Templates drop-down and then click Add. A window displaysletting you choose the Smart Categories. We are not going to do this as an exercise but areshowing this for information only.



28 Review Questions1. You can design up to 10 different reports.

a. Trueb. False

2. Attachments must be stored in the Modelogix database.a. Trueb. False

3. When signed into Modelogix under the User role, what actions can be performed?a. Unlimited access to Modelogixb. Import estimates, assign projects, create models and build reportsc. Create models and build reports

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