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UC02: Success Estimator Advanced

Offered By: US COST Inc
Professional Development Hours: 16
Course Number: AEP5006/SEST02
Primary Language: English
Dates and Locations:
11/16/06 Atlanta, Georgia 9:00 am - 5:00 pm

Students will gain an in-depth understanding of how to handle special operations within Success Estimator. "What if" situations within an estimate file, Assembling, Importing/Exporting Customization and Templates are a few of the topics covered.

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

Course Outline
Day 1:
Chapter 1, Introduction
Overview
About this Guide
Key Features

Chapter 2, Level Markups
Overview
Adding Level Markups
Level Markups - Class Exercise
Level Markups - Solution

Chapter 3 - Disabiling
Overview
Disabiling a Level
Enabling a Level
Disabiling - Class Exercise
Disabiling - Solution

Chapter 4 - Distributing
Distributing a Level
Undistributing
Affects
Distributed Level - Class Exercise
Distributed Level - Solution

Chapter 5 - The Success Estimator User Cost Structure
Overview
Direct Costs
Detail Items/Assignments Cost Categories
Conversions
Tax Rates
Total Cost
Direct Cost
Subcontractor Markups
Distributed Costs
Prime Contractor Markups
Level Markups

Chapter 6 – Assembling/Factoring
Overview
Automatically Creating Factors for an Assembly with a One-Level Relationship
Manually Creating Factors for an Assembly with a One-Level Relationship
Affects of Assembling One-Level Relationships
Automatically Creating Factors for an Assembly with Multiple-Level Relationships
Manually Creating Factors for an Assembly with Multiple-Level Relationships
Affects of Assembling Multiple-Level Relationships
Unassembling Branches
Assembling/Factoring – Class Exercise
Assembling/Factoring – Solution

Chapter 7 – Variables
Overview
Creating Variables

Chapter 8 – Simple Formulas
Overview
Creating Formulas
Editing Formulas
Simple Formulas – Class Exercise
Simple Formulas - Solution

Day 2:
Chapter 9 – Project Linking
Overview
Linking an Existing Project to a Current Project
Unlinking Levels
Affects of Linking
Project Linking – Class Exercise
Project Linking – Solution

Chapter 10 – Exporting & Importing
Overview
Exporting
Importing
Import/Export File Formats
Project Component IDs
Import/Export Record Types
Project Component Records
Exporting/Importing Project Data – Class Exercise
Exporting/Importing Project Data – Solution

Chapter 11 – Detail Items
Overview
Detail Items Viewer
Adding Detail Items
Copying Detail Items
Assigning Detail Items to Levels in the Project
Deleting Detail Items

Chapter 12 – Defined Fields
Overview
Adding User Defined Fields to Viewers
User Defined Fields – Class Exercise
User Defined Fields – Solution

Chapter 13 – Custom Settings
Overview
Recording Settings Documentation for Fields
Recreating Field Settings
Customization Forms
Custom Settings – Class Exercise
Custom Settings – Solution

Chapter 14 – Custom Properties
Overview
Creating the Custom Field
Modifying an Existing Custom Property
Deleting an Existing Custom Property
Custom Properties – Class Exercise
Custom Properties – Solution

Chapter 15 – Templates
Overview
Selecting a Template
Templates – Class Exercise
Templates – Solution

Chapter 16 – Alternate Trees
Overview
Creating an Alternate Tree
Selecting a Tree
Deleting a Tree
Enable/Disable a Tree
Alternate Trees – Class Exercise
Alternate Trees - Solution

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