Offered By: US COST Inc
Professional Development Hours: 18
Course Number: AEP5006/SEST01
Primary Language: English
Dates and Locations:
10/5/05 Atlanta, Georgia 9:00 am - 5:00 pm
12/6/05 Atlanta, Georgia 9:00 am - 5:00 pm
1/26/06 Atlanta, Georgia 9:00 am - 5:00 pm

This class covers everything needed in order to create a new estimate using Success Estimator. Students will learn how to create and assign labor, equipment, and material costs using R. S. Means libraries and legacy estimates.

Topic Areas and Industries
Construction
Cost Estimating
Cost/Schedule Control
Management/Human Resources
Materials Management
Planning & Scheduling
Program & Project Management
Project Control
Value Engineering & Constructability

Learning Objectives
Day 1:
The Task Pane and A Cost Estimate, Step-by-Step
Project Tree Hierarchy
Creating a Detail Item Assignment
Assigning Labor and Equipment
Creating Material Resources
RS Means and Transfers Between Estimates

Day 2:
Assigning Contractors
Applying Markups and Tax Rates
Reviewing Estimate Reports
Final Class Exercise

Course Outline
Day 1:

Introduction
Prior Knowledge
Agenda
Other Support Documents

Getting Acquainted, Success Estimator
Opening Success Estimator and Existing Projects
The Success Estimator Desktop
The Menu Bar
The Standard Toolbar
The Popup Toolbar
Tree Panes
Viewer Panes
Status Bar
The Task Pane and a Cost Estimate, Step-by-Step
Content Pages
Creating a New Project
Saving a Project
Enter Estimate Properties

Project Trees
About Trees
Tree Hierarchy
Tree Navigation
Working with Tree Levels
Adding a Level
Level Properties
Adding or Editing Level Codes
Copying a Level
Deleting a Level
Moving a Level
Working Between Projects
Disable a Level
Tree Display

Detail Item Assignments
Detail Item Assignment Viewer
Detail Item Assignment Fields
Adding a Detail Item Assignment
Copying a Detail Item Assignment
Within the Same Level
Drag and Drop
Between Levels
Multiple Item Selection
Deleting a Detail Item Assignment
Indicators Panel
Direct Costs
Direct Cost Dialog Box
The Source of Detail Item Assignment Costs
Class Project

Labor and Equipment Resources
Objectives
The Labor Viewer
Creating a Labor Resource
Equipment Viewer and Fields
Creating an Equipment Resource
Creating markups for Labor and Equipment
Resources
Editing Labor or Equipment Resources
Changing Code
Changing Markups
Deleting Labor or Equipment Resources
Adding Notes to Labor or Equipment Resources
Assigning Labor and Equipment to a Detail Item Assignment
Entering Labor Hours
Viewing Unit Hours
Viewing Total Hours
Extended Mode
Class Project

Material Resources
Overview
Materials Viewer and Fields
Creating a Material Resource for Material Unit Cost
Adding Markups to a Material Resource for Material Unit Cost
Assigning a Material Resource to a Detail Item Assignment
Deleting a Material Resource
Class Project

Using Libraries and Other Estimates
Opening Multiple Projects
Cost Item Browser
The Libraries Panel
The Tree Panel
The Cost Items Panel
Transfer Project Tree Information
Using the Find Code Option
Maximizing the Cost Item Browser

Day 2:

Day Review Exercise

Contractors
Contractor Viewer
Creating Contractors
Creating Markup Assignments for Contractors
Assigning a Contractor to a Detail Item Assignment
Assigning a Contractor to a Level
Assigning a Prime Contractor to a Project
Editing Contractors
Changing Contactor Codes
Changing Markups
Deleting Contractors
Adding Notes to Contractors
Total Costs
Total Cost Dialog Box
Class Project

Level Markups and Taxes
Totaling the Project
Level Markups and Tax Rates
Adding Level Markups
Adding Taxes

Reviewing Estimate
Working with Panes
Resizing Panes
Displaying the Task Pane
Freezing Rows and Columns
To Freeze a Row
To Freeze a Column
To Move Columns
To Turn Indicators On
Show All
Sorting

Printing
Printing active Views
Preview and Print
Print without Preview
Printing Reports
Canceling Print Jobs

Final Class Exercise