v2tn--copying data between two jobs

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COPYING DATA BETWEEN TWO JOBS

Title Copying data between two jobsCategory CANDYDocument Number TN0025(GJ 23/01/11)

Software version 2.00Application CANDYCreate Date 22 January 2011Revision DateDocument Version ProvisionalAuthor Gejo JoshuaSupport [email protected]

The following procedure should be followed in order to transfer one or more sections of a bill from one job to another. Assume for this purpose there is a Job A and Job B:

AIM:

Create a copy of both jobs to prevent data loss in the event of an error.

Copy items on page 1 of Job A into Job B.Copy items from Job A onto a blank page in Job B, say page 4

CREATE A BACKUP COPY OF BOTH JOBS

• Create a copy of both jobs to prevent data loss in the event of an error.• Go to the Job Manager.

• Right Click & Duplicate Job A.

• Right Click & Duplicate Job B.

CHECK TOTALS OF JOB A AND B:

In order to check the combined bill totals, after importing and to ensure the items have been correctlytransferred between the jobs, the page totals of Job A and Job B, should be printed.

In Job A, a page total report must be printed out as a nett, gross and selling rate page total.

This is done by selecting the:Estimating Reports Menu

Estimating Report ManagerEstimating Bills

Bill of Quantities (1)

An option screen appears where the rate to be used (Nett, Gross or Selling) to calculate the page totalsreport, can be selected.

mailto:[email protected]:[email protected]:[email protected]


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• Print each one of these reports.• Follow the exact same procedure in Job B in order to calculate job B’s page totals.

SET JOB A AS THE MASTER OF JOB B

Access Job B and make Job A the master.

CHECK THE DEFINITIONS

Ensure that the trade definitions, resource type definitions and global variables of Job A and Job B arethe same.This can be done by selecting the:

Main Menu in Estimating

Compare the two jobs and make the necessary adjustments.


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CHECKING FOR CONFLICTING PRICE CODES

Conflicting Price codes, which may exist, must be re-coded. An example of a conflicting Pricecode is:

Job A: C100 = 20Mpa Concrete to foundationsJob B: C100 = 25Mpa Concrete to foundations

i.e. the same Price Code with different properties in two jobs that are to be combined.

To avoid unnecessary conflict it is recommended that the unused Price codes be deleted first, as unusedPrice Codes could conflict with new Price Codes imported from the other job.

To delete unused Price codes select Price Code List from the Estimating Application Toolbar. Select

Tools>Delete Unused Price Codes can be selected.

To check for conflicting Price Codes, go to the Check & Review menu in Estimating and select Check forconflicts between Job & Master followed by Price Code Conflicts.


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The system will now find any discrepancies between the Price Codes of Job B and the Master i.e Job A.Print an error report for reference.

RE-CODING CONFLICTING PRICE CODES

If Price Code conflicts exist, the conflicting Price Codes must be re-coded to avoid errors when Autopricing.

To re-code the Price Codes select:

Housekeeping Menu>Re-Coding>Re-Code Price codes


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Price Code Changer

If Price Codes appear (i.e. Price Codes have been re-coded previously) the file must first be cleared. Thisis done by clicking on Edit>Clear file. by See Fig below.

Now that the file is cleared, the Price Codes can be imported. This is done by clicking on

Tools>Importing>Import Codes from Job. The imported codes then appear in the Old Code column. Inthe New Code column, new codes can be applied to the conflicting Price Codes.

If many Price Codes need to be changed and they follow one below the other, multiple selection (ShiftClick/Ctrl Click)can be used to make quick and easy changes to the large group of Price codes.


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Right click on the multiple selection, the selected Price Codes can be adjusted by adding, deleting,

inserting or amending characters.

Now that the required changes have been made to the selected Price Codes. Go to Tools>Check Codes.This will recognize any remaining duplicate Price Codes within the job

Once all the necessary changes have been made, Go to Tools>Check Codes again to ascertain that nofurther discrepancies exist.


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If no discrepancies are detected then select Tools>Convert Job. This will transfer the new Price Codes

into the job and replace the old Price Codes.

Recheck for conflicting Price Codes as described earlier.

CHECKING FOR CONFLICTING RESOURCE CODES.

Similarly to Price Code discrepancies, Resource Code conflicts can exist between the Master and the job.

To avoid unnecessary conflict it is recommended that the unused Resources be deleted first, as unusedResources could conflict with new Resources imported from the other job.

To delete unused Resource codes select Resource List from the Estimating Application Toolbar. SelectTools>Delete Unused All Unused Resources>Delete Key resources as well. For minimal discrepancies it is

recommended that the key resources be deleted.

To check for conflicting Resource Codes, go to the Check & Review menu in Estimating and select Check

for conflicts between Job & Master followed by Resource Conflicts.


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The system will now find any discrepancies between the Resources of Job B and the Master i.e Job A.Print an error report for reference.

RE-CODING CONFLICTING Resources

If Resource Code conflicts exist, the conflicting Resource Codes must be re-coded to avoid errors.

To re-code the Resources select:

Housekeeping Menu>Re-Coding>Re-Code Resource codes


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Resource Code Changer

If Resource Codes appear (i.e. Resource Codes have been re-coded previously) the file must first becleared. This is done by clicking on Edit>Clear file. by See Fig below.

Now that the file is cleared, the Resource Codes can be imported. This is done by clicking onTools>Importing>Import Codes from Job. The imported codes then appear in the Old Code column. Inthe New Code column, new codes can be applied to the conflicting Resource Codes.

If many Resource Codes need to be changed and they follow one below the other, multiple selection(Shift Click/Ctrl Click)can be used to make quick and easy changes to the large group of Resource codes.


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Right click on the multiple selection, the selected Resource Codes can be adjusted by adding, deleting,

inserting or amending characters.

Now that the required changes have been made to the selected Resource Codes. Go to Tools>CheckCodes. This will recognize any remaining duplicate Resource Codes within the job

Once all the necessary changes have been made, Go to Tools>Check Codes again to ascertain that nofurther discrepancies exist.

If no discrepancies are detected then select Tools>Convert Job. This will transfer the new ResourceCodes into the job and replace the old Resource Codes.

Recheck for conflicting Resource Codes as described earlier.

CHECKING FOR CONFLICTING Global Variables

If Global variables conflicts exist, the conflicting Global Variables must be re-coded similar to conflictingprice/resource codes to avoid errors.


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COMBINING THE JOBS, WHERE THE PAGE IS BLANK/AT THE END OF BILL:

Copy items from Page 1 of Job A onto blank page 4 of Job B.

Open the bill document. Go to Tools>Page Tools>Copy Bill Pages

In the selector that appears the source of the first page that you wish to copy must be entered,i.e. page 1. The last page of the source must also be entered (also page 1), to determine the page rangerequired to be copied, in this case one page from page 1 to page 1.

The destination page must be the blank page you wish to copy to in Job B, i.e. page 4. In this exampleCandy will create a blank page at the end of the bill & copy items from page 1 from Job A onto that page

The source must be selected as the Master, Job A. See Fig above.Now that the items have been copied to Job B, the quantities are copied directly from the Master. If therates, worksheets and resources of the copied items of Job A are to be used in Job B, the CCS systemprovides a function called Auto pricing. Auto pricing allows for the nett and gross rates and theiraccompanying worksheets, to be transferred from the Master to the job.

To Auto price, select Autoprice unpriced items from the master after copy under Options.

Note that only the nett rates with the worksheets and resources of the imported items have been copied.Gross rates will also be imported.

The Selling rates of the new items can be copied by selecting Copy selling rates under Options.


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Checking that the Job has been correctly combined

This is done by selecting the:Estimating Reports MenuEstimating Report ManagerEstimating Bills

Bill of Quantities (1)

An option screen appears where the rate to be used (Nett, Gross or Selling) to calculate the page totalsreport, can be selected.

• Print each one of these reports.

By adding the page total of page 1 copied from Job A, to the page totals of Job B (from the print outs

created in point 1), a combined total can be calculated for job B. This total should correspond with theGrand total of all the pages of Job B, once the jobs have been combined.

v2tn--copying data between two jobs

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