
EstimatorVJ - A TUTORIAL
The following is a brief step by step tutorial on how to
perform the basic functions in EstimatorVJ. More detail on each step can
be obtained from the 'How Do I' Index
of topics.
Your actions and keystrokes required in this tutorial are
shown in RED.
TOPIC 1 - Creating a Project
- Start the Program and Log In
- Click the Projects->New
button
- Select the 'Template' from which you wish to copy this Project.
- There are two default Templates provided - 'Standard' and 'EWS V5
Format'.
- You will find 'Standard' to be the most likely to suit your task
- Give the Project a 'NEW Project Jobcode'
- This may be a job number from a job register
- It may be the Project name (not title) listed on all drawings Keep
it short, as this will improve access to it and it's data by the
file system
- Do not use the Project Title - there is a place to state this once
the project is created
- For the Tutorial, make the
Job Code 'Tutorial Project'
- Click the 'Create' button
The Template selected will now be duplicated and placed in
the 'Projects Folder' (Estdata8) and be renamed to your requested Job
Code, it will then be Opened, and the Project Window displayed
TOPIC 2 - Preparing the Project for Work
Having created the Project, you now need to prepare it for
working on. Remember that you used a Template to create this Project, so
it will have 'default' information in this Project which now needs to be
localized.
Here is the Project Window created when using the
'Standard' template:

You need to:
TOPIC 3 - Entering the BQ/ Schedule
In this topic we will enter and measure the quantities for
a typical item - a concrete apron slab.
- you must not be in EDIT mode, i.e. there must not be any grid
lines showing, when double clicking to open an Estimate Worksheet
- this opens up the Estimate Worksheet and is associated with the
corresponding line in the Section Names list (in this case 'A
Tutorial Section)
- this is the window that is now displayed:
-
- Enter the details for our
first item by:
- move if necesaary
with your arrow keys to the
BQREF column and
typing '1.1'
- press the TAB
key to exit 'the cell edit mode' and move to the next column
- type '20
Mpa concrete in 250 thick apron slab' into the
DESCRIPTION column
- press the TAB
key to exit 'the cell edit mode' and move to the next column
- type 'm3'
in the UNIT column
- press the TAB
key to exit 'the cell edit mode' and move to the next column
- we should now be sitting with the QTY cell selected. We are now
going to measure the quantities for this apron slab in what is
called a 'quantity workup sheet'
- double click in the QTY
cell next to
our UNIT 'm3'
- the following 'quantity workup sheet' appears
-
- assume we have 3 apron slabs:
- 2 slabs each 42.50m x 85.00, and
- 1 slab 23.56m x 45.67m
- type
- 42.50 in the
DIM1 column and press TAB
- 85.00 in the
DIM2 column and press TAB
- press TAB until
the selected cell is in the FACTOR
column then type in 2
- press ENTER
- you will now have the DIM1 cell on the next line
selected, ready to enter the next slab dims
- type
- notice that even though we have only entered two dimensions
for each of our apron slabs, there is still displayed in the
QTY column the totals for each line (i.e. the area in this
case). It is important to understand that the program does not
enforce NOR check what you have entered - it is purely a data
capture process and throws the responsibility back to you as
to the validity of the data you have entered
- we now need to enter the third (thickness dimension)
- use your arrow keys to
move to the line containing the first apron slab dims and
into the 'DIM3' column (if you get
accustomed to using your keyboard rather than your mouse for
most operations, you will perform operations more quickly
and with less mental effort)
- type
- 0.25 and
then the 'DOWN ARROW'
key
- press the 'F11'
function key
(This function key is internally programmed to perform a
copy of the previous non-blank cell)
- we have finished entering our dimensions - the worksheet
should look like this
-
- if you have made a mistake and want to start again, move to
the first line and press the 'CTRL+DEL' key combination to
delete the current line, then repeat the data entry for this
line
- OR
- press the RIGHT mouse button (CONTROL+mouse on the
Macintosh) and select 'Remove Lines' from the menu selection
and re-enter
TOPIC 4 - Editing in Workup Sheets
Here is a brief account of the basic editing features in a
workup sheet. Please refer to the 'How Do I' help topic Keyboard
Shortcuts for details on all keyboard shortcuts:
If you make a mistake at any time, Undo the mistake by pressing
the 'CTRL+Z' key combination., OR press 'SHFT+CTRL+Z' to REDO just as
in a Wordprocessor.
-
editing existing data
- move to the cell to be edited
- either
- start typing - you are put into 'data edit' mode and the
text will be added to the end of the existing text
- press 'CTRL+DownArrow' keys - you are put into 'data edit'
mode
- double click on the cell to edit - you are put into 'data
edit' mode
- delete existing cell data
- move to the cell to be deleted
- press 'Del' or 'Backspace' key
- move to the line to be deleted
- press 'CTRL+Del' key combination
- move to the line in front of which the new line is to be
inserted
- press the 'CTRL+Ins' key combination
- close the current worksheet when finished
TOPIC 5 - Pricing the BQ/Schedule
There are two ways of pricing the
BQ/Schedule:
- Entering a rate or cost adjacent to the quantity for the item
- This is self expanatory and therefore will not be detailed.
However, if you do price in this manner, there are a lot of
functions within EstimatorVJ which will not available. These
will be dealt with during explanation of the next method
- Building up a Rate/Cost workup sheet
- In this method, the rate/cost of the item is built up by
selecting from a Library of resources, the resources involved in
making up the cost. The advantage of this results from the fact
that each resource has it's details defined for it, such as it's
- Cost Category (Labour, Material, Plant, etc),
- Description
- Unit of Measure
- Rate
in a Library (called the Resource Library), these details being
inserted automatically into the worksheet by simply typing in a
short code unique to each resource.
- There are also numerous reports which can be gleaned from such
an approach.
- Most important of all though, is the fact that your estimate
can be controlled from this central project library by changing
each resources' rate and recalculating the project.
Let's now price the item in our Tutorial
Project - apron slab - using resources.
If you still have the Quantity Workup
Sheet still open, close it by hitting the 'ESC' key while it's window
is active.
Activate
or open the Estimate Worksheet for the 'A Tutorial Section',
and:
- select (use your arrow
keys until the appropriate cell is highlighted) the
cell in the 'COST' column adjacent to this item and press
the CTRL+DownArrow
- you will be presented with the Cost workup sheet - similar to the
worksheets we have already been using, but with different columns
performing the functions inferred by the column name
- this is what it looks like:
- we are now going to use three resources (keeping it simple) to
price this item
- concrete
- concretor
- concrete pump truck
- since this is the first time we have created a project, we do
not have a previous project in which we can recall these
resources, so we need to create them from scratch.
- enter the following details for our first resource:
- RC column = 'CO30'
- CC = 'MA'
- DESCRIPTION = '30 Mpa
concrete supply incl delivery to site'
- UNIT = 'm3'
- RATE = 160.00
- important
to understand here, that these details only exist at the moment
in this cost workup sheet. This resource does not exist in the
project resource library as it has not yet been entered into it.
What has happened here is that when we entered the RC = 'CO30',
the program in normal circumstances, would look for this code in
our project library, get it's details from that library, and
enter them automatically into each respective column. Since this
resource does not currently exist, it leaves whatever we type in
for it. When we close this worksheet, the program will check to
see if there are any new resources, and if so, automatically add
them in to the project library.
- close this worksheet now
by hitting the ESC
key
- open the COST workup sheet
again by pressing CTRL+DownArrow
- look in the list in the left panel - you will now see the CO30
resource we entered previously - this panel is called the RC
Selection List, and is shown to the left of all worksheets
continaing an RC column
- we will now delete this current resource, and re-enter it
again, this time by selecting it from our RC List panel
- select this resource by:
- move to the line currently
holding the 'CO30' resource and press CTRL+Del to remove it
- activate the RC Selection
List by pressing the CTRL+LeftArrow key
- select the CO30 resource
using your arrow keys, then press 'Enter' to select it
- it's details have now been entered into our cost workup
sheet for us - NOTE we still have the RC
List Panel active so we can continually move to and 'select'
other resources we may need. When all the necessary
resources have been imported into our Cost workup sheet, we
activate (move back to) our cost workup sheet by pressing
the CTRL+RightArrow key.
- if you haven't already done so, press
the CTRL+RightArrow to activate our cost worksheet
- move to the 'CALC' column
- we are going to enter the amount of concrete we need for this
item
- remember we are building up a COST and not a RATE for this
item, so our quants must be based on the item's qty - this
is shown in the 'Parent Item's Detail Block' sitting just
below the options button panel, as depicted below:
- enter the following
into the 'CALC' cell
- '2076m3 *
1.1wste'
- notice that we have text in here, referred to as
'annotation' - this is allowed by following these
guidelines
- the number must be placed first, followed by
the annotation
- the annotation must not contain any arithmetic
characters - '()^*/+-|@&%$[]'
- press 'Enter' to exit
'edit mode' and you will notice that the program
multiplies the rate by the resulting qty and places the
answer in the cost column
- now enter the details for
the other two resources:
- labour
- RC = COLAB
- CC = LA
- DESCRIPTION = Concrete
labourer
- RATE = 45.00
- concrete pump
- RC = COPUMP
- CC = PE
- DESCRIPTION = Concrete
pump hire and pump
- RATE = 2.25
- now enter the respective
'CALC's for each, remembering to represent them as a
product of the item's qty
- when you have finished, the worksheet should look something
like this:

- press the ESC key
to close this worksheet and return you to the Estimate Worksheet
- the rate will automatically be calculated for you and placed in
the RATE column
- the same process involves pricing in a RATE workup sheet, the only
difference being that the CALCS represent 1 unit
Topic 6 : PRINTING
Generally
There are too many variations of reports in Estimator VJ to detail
each one. It is advised to try each one to familiarize yourself.
There is one report however which should ALWAYS BE RUN before
committing costs. This report is an Estimate
Summary-Detailed-Include Markups and Distributions.
The three columns to check the total for are:
COST
Should match the Project Cost on-screen
ASSIGNED Should be zero
O/HEADS Should be zero
If they are incorrect, then the Estimate should be checked for
accuracies.
Here is an Example printout:
