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TERApro
TERApro is a Tendering, Estimation and Rate Analysis professional software. You can
create SOR and AOR datafiles using this software. More than one master SOR and
AOR can be created and the required master SOR and AOR file can be selected while
starting the software for creation of estimate.
TERApro features
Getting Started
justification. The program indicates by color coding the user entered justified rates.
z Percentage of each item is worked out and bar chart is displayed and it can be sorted by the
user. This gives an idea of weightage of different items in the estimate. Percentage of schedule
items over the total estimated cost is also displayed as a bar to give an idea that the program is
dominated by schedule items or non schedule items.
z Reports of abstract of cost, detailed estimate, list of basic resource rates for justification,
comparative statement, justification statement etc. can be previewed and printed.
z Three levels of security is provided. The Schedule of Rates (SOR) and Analysis of Rates (AOR)
cannot be added, deleted or modified either by the main user or the normal user. Only the
system administrator can change these. The modified schedule items, NS items and analysis
can be added, deleted or modified by the main user. Apart from this, the data which is stored in
master database like cost index data, contractors data etc. can be created and modified only by
the main user. The normal user cannot save any data to the master database. This has been
provided to have better security and to avoid any change in the SOR, AOR and basic resource
rates for AOR either intentionally or unintentionally.
z After entering the data, the estimate can be locked to avoid unwanted modifications.
z Estimate can be created from a template file, so that the commonly required options can be
stored in the template to save time. Any number of template files can be created. e.g. A
template file can be made for building estimate, in which all the common items of building may
be included. When an estimate is made based on this template all these items will be included
in the estimate and later the required modifications can be done.
z The estimate items and modified schedule and non schedule items can be imported from excel
compatible spreadsheet, but only by the main user.
z Back up of estimate can be created and all the files are neatly organized in folders.
z The items can be filtered based on item type, selection, subhead, words in the description of the
item and the filtered items will be displayed in the table.
z Estimate, schedule of quantities for NIT, list of basic resources can be exported to excel
compatible spreadsheet. After receiving the market rates in spreadsheet, the market rates can be
imported from spreadsheet for justification.
z Color highlighting is provided to easily identify the Schedule, Non Schedule items, selected items,
items with quantity blank etc.
z NIT with particular specifications, special conditions etc. and schedule of quantities is generated
in word format. The user can edit the template file to modify the NIT template as per the
requirements. It can be later used for preparation of tender documents.
z The user can create other word format template files eg. covering letters, tender forwarding
memo etc. using the parameters defined by the program and user defined parameters for
creation of other reports in word format.
z Program comes with a word compatible component and excel compatible spreadsheet
component so that the reports can be viewed and saved even if MS office is not installed. The
saved documents can be opened in MS office 97-2003, 2007, Openoffice.org, Staroffice. This
gives better compatibility, as this does not impose restriction of specific version of MS office for
import and export of excel and word reports.
z The estimate prepared on one computer can be viewed, checked and edited from another
computer connected in network.
z The total quantity and amount of basic resources is worked out. The basic resources required for
each item and the itemwise break up of the basic resources can be viewed.
Getting Started
In this section how to create estimate, prepare comparative statement, justification etc. are
explained. To run the program a minimum screen resolution of 1024x768 pixels is required. It is
preferable to have Pentium IV with 1 GB RAM for better performance. Windows XP with SP2 or
Windows Vista operating system is required.
Activation Form
Login Form
Menu commands
Prepare Justification
Common tasks
Activation Form
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After installing the program, when the program is run this activation form is displayed. Here the
product ID which is unique to each computer is shown in the first textbox. Please contact
Concrete-Techgroup, website: http://www.concretebasics.org, contact No: 09969440665, email
address: support@concretebasics.org to obtain an activation code. Enter the activation code in
the concerned text box and click OK button. This will activate the software. When the software is
run, after activating the software, this form will not be displayed again and the login form will be
displayed. Even if the hard disk is formatted the activation code will remain same, so please copy
and keep the activation code safe for later use. The software has to be activated on each
computer by obtaining the corresponding activation code.
Product ID textbox
In this text box the product ID is displayed. This is generated by the program based on the
hardware configuration of the computer and is unique to each computer.
After obtaining the activation code corresponding to the product ID displayed in the top text
box, enter it in this text box.
OK button
Click this button to activate the software. If the correct activation code is entered, the
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software will be activated and this form will not be displayed again. Instead, login form will
be displayed. Enter main as username and password in the login form to enter into the
program. Then open the edit users form from Tools menu to change the password of main
user, and create other usernames and passwords as per requirement.
Cancel button
Login Form
The login form is displayed when TERApro software is started. Type username in the user name
text box and the password in the password text box and then click OK button to accept and start
the program. Click cancel button to exit.
Login form
Start TERApro software by navigating to
Start menu -> Programs ->TERApro and clicking
on TERApro.
This login form is displayed on start.
Enter user name in this field. When the program is first installed. 2 usernames are added
by default. They are,
Three levels of security is provided. The Schedule of Rates (SOR) and Analysis of
Rates (AOR) cannot be added, deleted or modified either by the main user or the
normal user. Only the system administrator can change these. The modified
schedule items, NS items and analysis can be added, deleted or modified by the main
user. Apart from this, the data which is stored in master database like cost index data,
contractors data etc. can be created and modified only by the main user. The normal
user cannot save any data to the master database. This has been provided to have
better security and to avoid any change in the SOR, AOR and basic resource rates for
AOR either intentionally or unintentionally.
Password field
Enter password.
OK button
Click to accept username and password.
Cancel button
Click to exit the program.
Menu commands
This is the menu bar. All the available commands are listed under various menus. These are
explained below.
File
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New, Open estimate, Create New estimate, Open existing or Recent estimate
Recent estimate
Save master DB Save data of master database
The data listed under master DB menu, stamps listed in the table on
the left hand side of stamps form and list of contractors in the top
table of tenderers form are saved in master database of SOR AOR
Save current estimate Save data of the current estimate
Save estimate as Save the data of the estimate as another estimate. This opens a
another estimate form. In that form select the estimate folder in which the estimate is
to be saved, estimate name and name of work and then press OK
button.
Save estimate as Save the current estimate as a template file. This opens a form.
template file Enter a name for the template and a description to easily identify the
template for which purpose it has been created. All the data presently
in the estimate will be saved in the template file. Whenever a new
estimate is created from this template file it will be created with this
data. Then the required changes can be made in the data..
Save back up Save a copy of back up of the current estimate. A form is opened.
Enter a name for the back up file and a description to easily identify
the back up at the time of restoring the estimate from back up file.
Restore from back up Import the data contained in the back up file into the current estimate.
All the existing data will be deleted and the data from the back up
file selected in the opened form will be taken into the estimate
Close all open Select this menu command to close all the open windows (tabs).
windows
Close all open Close all the open windows except the current window which is
windows except active.
current
Cancel all changes in Use this option to revert back to the saved version of the master
Master DB after last database by erasing all the changes made after last save operation.
save
Cancel all changes in Use this option to revert back to the saved version of the current
Current Estimate after estimate database by erasing all the changes made after last save
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Close estimate Closes the current estimate. The program will still be open with
master database, so that another estimate can be opened and work
can be done on it.
Exit Closes the program. If changes were made to the estimate data the
a message box is displayed. Click yes button to save the changes,
No button to discard the changes and Cancel button to cancel
program closing. If changes were made to the master database data
the a message box is displayed. Click yes button to save the
changes, No button to discard the changes and Cancel button to
cancel program closing.
Items and analysis This opens a form. Using this form an item can be added, modified
and the analysis components of the item can be added, modified
and deleted in the master database.
Sub heads Opens a form for creating a new sub head and to modify and delete
the existing subheads.
Basic Resources This opens a form for creating, modifying and deleting the basic
resources, used for the analysis of the rates.
Delete items Opens a form to select the items which are to be deleted. The
program displays the items which are redundant (no more required)
and the items which are orphaned (which does not have a parent
or main item) due to deletion of the items selected. These are
displayed in different colours for easy identification. After marking
the items, the marked items can be verified and deleted.
Modified Schedule items Opens a form in which all the modified Schedule items present in
analysis the master database are displayed. The items can be selected and
analysis of rate can be done.
Non Schedule items Opens a form in which all the Non Schedule items present in the
analysis master database are displayed. The items can be selected and
analysis of rate can be done.
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Contingencies Opens a form for adding, modifying and deleting the contingencies
data.
Cost index Opens a form for adding, modifying and deleting the cost index
data.
Units Opens a form for adding, modifying and deleting the units.
Export Master SOR AOR Use this option to export the Sub Heads, Schedule of Rates (SOR),
to Excel Spreadsheet Basic Resources, Analysis of Rates (AOR) data to excel
spreadsheet. After export is completed you can save the spread
sheet. It can be used as a guidance for entering the new items and
the existing items and their analysis of rates to import back in to the
program.
Import Master SOR AOR Use this option to import data from excel spread sheet in to the
from Excel Spreadsheet program. It opens a form containing the spreadsheet component.
You can open excel spread sheet file here, enter the data and
import it into the program or open an existing excel spread sheet
containing data and then import the data into the program.
Estimate
Estimate data Opens a form for entering the estimate data ie. name of work,
contingencies percentage, cost index etc.
Stamps Opens a form for entering the stamps, which will be saved in the
master database and to select the stamps for different reports of the
estimate.
Select items from Opens a form for selecting the Schedule, modified Schedule items and
Master DB Non Schedule items from the master database of SOR and AOR to
the estimate.
Import Estimate Items Use this option to import estimate items from excel compatible
from Excel spreadsheet. A sample excel file is located in the program's
installation folder which can be opened from the tools menu.
Show estimate Opens the estimate form.
Show abstract of cost Opens the abstract of cost form
Copy modified Use this menu option to copy analysie of rates of modified Schedule,
Schedule, Non Non Schedule Items analysis from the master database to the
Schedule Items estimate. When the estimate is sent to another office, the modified
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analysis to Estimate Schedule, Non Schedule Items analysis from the estimate will be used
for justification, eventhough these items are not present in the master
database of that computer
Calculate Total Basic Use this menu option to calculate the total quantity and amount of
Resources Required basic resources required for all the items for the estimate quantity.
The quantities and amount are calculated only for the items for which
analysis of rates is available either in the estimate or in the master
database.
List Total Basic In this form all the items in the estimate are displayed in the top table.
Resources by Item When an item row is clicked the corresponding quantity and amount of
Number basic resource required for that particular item are displayed in the
bottom table.
List Total Basic In this form the list of all basic resources is displayed in the top table.
Resources by basic When a basic resource row is clicked, the break up of the quantity and
resource code amount of that basic resource is displayed itemwise in the bottom
table.
Use this menu to enter the tender data and to prepare justification
Select items for Opens a form for selecting the items for justification.
justification
Tenderers Use this option to enter the tenderers data. The top table in the form
gives the list of contractors stored in the master database from which
the required contractor name can be copied to the second table which
is stored in the estimate.
Enter tender rates Opens a form for entering the tender rates of the different tenders.
Comparative Prepares and displays the comparative statement.
statement
Justification statement Prepares and displays the justification statement.
Reports
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Use this menu to preview and print the reports of the data in the master database of Schedule of
Rates (SOR) and Analysis of Rates (AOR).
Tools
Edit users Opens a form for creating and editing user name and passwords.
Note: This command is available only when the program is
started by main user.
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Export estimate to This option exports the estimate to excel compatible spreadsheet.
excel
Export NIT Use this option to export NIT schedule for Item Rate Tender to excel
schedule for Item compatible spreadsheet. From there it can be copied and paste in the
Rate Tender to NIT document.
excel
Export NIT Use this option to export NIT schedule for Percentage Rate Tender to
schedule for excel compatible spreadsheet. From there it can be copied and
Percentage Rate paste in the NIT document.
Tender to excel
Height of the full Enter the height (shown as Height in the following figure) of the
description panel in description pane which displays the full description of the item. The
pixels default values is 130.
Open a word Use this command to open a MSword like application to open and edit
compatible word format reports. It looks like a MS word application but with a
application subset of features.
Open an excel Use this command to open a MSexcel like application to open and edit
compatible spreadsheet files. It looks like a MS excel application but with a
application subset of features.
Notes This option opens an excel spreadsheet. When save button in this
form is clicked, it is saved as Notes.xls in the current estimate folder.
Again when the estimate is opened, and this option is selected, the
notes.xls file of that estimate folder will be opened. In this
spreadsheet, notes and miscellaneous information can be entered. It
can be used for calculations also as the formulas are supported in the
excel spreadsheet.
Open Current Select this option to open the folder of the current estimate you are
Estimate Folder working on in the windows explorer.
Open Program's Select this option to open the Program's installation folder in the
Installation Folder windows explorer
Compact Master When you work in the program and add and delete data to the master
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Database database, the size of the master database increases due to some
temporary operations required by the database. Use this option to
delete the temporary data stored in the master database and to reduce
the size. It does not affect the data in the master database. This is
not required frequently. You can do it once in 3 months.
Compact Current When you work in the program and add and delete the data to the
Estimate current estimate, the size of the current estimate database increases
Database due to some temporary operations required by the access database.
Use this option to delete the temporary data stored in the current
estimate database and to reduce the size. It does not affect the data
in the current estimate database. This is not required as the size of
the estimate database is generally very less.
Delete Analysis and For preparation of justification a table is maintained in which the
Basic Rate data analysis of rates of all items selected for justification are copied. For
from estimate schedule items it is always copied from the master database. For
non schedule items and modified schedule items, the program first
searches in the current estimate, and if not available then it searches
in the master database. The analysis of rates is then copied into the
estimate.
When you have made some change in the analysis of rate of item in
the master database, and the justification is prepared again, the
program does not take this changed analysis from master database as
the analysis of rate is already copied to estimate, for that item while
doing the justification earlier. Hence, to force the program to copy
again the analysis of rates of items afresh and similary to take basic
resource rates afresh use this option. This command is required only
if you have made some changes in the item and / or analysis of rates
of the item after already using that item for justification done earlier.
Help
Contents Opens the help file with contents tab as active tab.
About... Provides the information about the program
In this combo box all the master databases of SOR AOR available in the program's
installation folder are listed. Click on this box to view the list in a table. These are
displayed in the order of the date of last usage.
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When the program is started the most recently used master database is selected and
displayed in the display area. You can use the browse button on the right side to browse
the files in this computer or a master dabase on a computer which is connected in LAN.
Click this button to open a form in which you can create new, copy and delete master
database of SOR AOR files.
Estimate folder
Select the estimate folder from the combo box. All the estimates which are present in the
selected estimate folder are displayed in the table under the open existing estimate tab.
The estimate folders can be created, deleted and refreshed using the buttons on the right
hand side.
Navigate to the required folder and click OK button to make this folder as an estimate folder.
The program will track all the estimates contained in the estimate folder. Use make new
folder button to create a new folder under any selected folder.
Click this button to delete an estimate folder from the program database. The program will
not monitor the estimate contained in this folder after deletion. The following message will
be displayed. If Yes button is clicked the estimate folder will be detached from the database.
If you want to delete the contents of this folder from the hard disk of the computer, please
delete them from the windows explorer.
This table displays all the available template files. An estimate file can be saved as a
template file by keeping the data like stamps for reports, cost index, items of estimate etc.
and later the new estimates can be created based on the template files. Any number of
template files can be created. Each template file can be given some description so that it is
easy to understand for which purpose the template file is to be used. The last modified date
of the template file is also displayed in the table. You can create template files containing
the items for a particular type of estimate say building estimate, road estimate etc. When
that type of estimate is to be created, it can made based on the corresponding template file
and the required modifications can be done.
You can make use of template files to save time.
OpenTemplateFile button
Click this button to open the estimate template file selected in the
above table, so as to modify the estimate template file. Any
modification made and saved in the estimate template file will be applied to the new estimate
file when it is created from modified estimate template file.
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Enter the estimate file name in the text box. A folder will be created with this name in the
current estimate folder which is displayed in the estimate folder combo box . Then estimate
file with .est extension is created in the newly created folder. A back up folder is also
created within this estimate folder, and all the estimate back up files will be stored in this
back up folder.
OK button
Click OK button to create the new estimate file with the above settings. You
can also double click on the row in the table to perform this function.
Cancel button
Click this button to quit without creating an estimate.
Record Navigator
Use record navigator to see the total number of rows present in the table and to goto the
different rows of the table.
New File
Copy File
Click this button to copy the master database of SOR AOR selected in the table as another
master database of SOR AOR
Delete File
Click this button to delete the master database of SOR AOR selected in the table.
Refresh List
Click this button to refresh the list of master database of SOR AOR files displayed in the
table. The program deletes the files listed in table but not found in the program's installation
folder and add the file names of the master database of SOR AOR which are available in the
program's installation but not already present in the table.
Rename
Click this button to rename the master database of SOR AOR and / or modify the
description.
Enter the name of the master database of SOR AOR here. The master database file shall
always start with SORAOR and end with .tpm extension. The program automatically adds
these prefix and suffix to the word entered in the text box.
Enter a description for the master database of SOR AOR for reference purpose, to easily
identify the purpose of the master database of SOR AOR.
In this table the list of master databases of SOR AOR which are present in the program's
installation folder are displayed.
Close button
Select the estimate folder from the combo box. All the estimates which are present in the
selected estimate folder are displayed in the table under the tab open existing estimate.
The estimate folders can be created, deleted and refreshed using the buttons on the right
hand side.
All the available estimates in the currently selected estimate folder are displayed in this
table. Estimate name, name of work, estimate cost and date of last modification are shown
in this table for ready reference. If you have copied an estimate using windows explorer
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then click the refresh button at top to list it in the table. Select the required estimate. If the
required estimate is not found then try in another folder by selecting in the estimate folder
combo box.
OK button
Click OK button to open the estimate file selected in the above table. You can
also double click on the row in the table to perform this function.
Cancel button
Click this button to quit the application without opening an estimate.
The recently opened and saved estimate files are listed under the Open Recent Estimate tab of the
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open estimate dialog. This is a handy way of working on the recently used estimate file. When
the program is started, the open estimate file dialog box will be opened with this Open Recent
Estimate tab as active tab.
The recently used estimate files are listed in this table. When an estimate is selected in this
table, the estimate folder in which this estimate is contained will be displayed in the estimate
folder combo box. Select an estimate file to open.
OK button
Click OK button to open the estimate file selected in the above table. You can
also double click on the row in the table to perform this function.
Cancel button
Click this button to quit the application without opening an estimate.
Estimate Data
Enter Stamps
Estimate Data
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Use this form to enter Name of work, place and date for Non schedule items, contingencies, cost
index etc. for the estimate.
Name of work
Select contingencies
Select the contingencies percentage. On clicking in
this combo box a dropdown box with contingencies
percentages is displayed as shown below. Select the required percentage from the list.
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Edit contingencies
Click this button to open the Edit contingencies data form for editing the contingencies
data. This data is stored in the master database. Once entered and saved in the
master database the required contingencies percentage can be selected for the
current estimate from the combobox on the left side.
The data of the cost index selected for this estimate is displayed in this area.
Print TS in DE
Check this check box to print the technical sanction statement i.e. The
estimate is technically sanctioned for Rs. ............ at the bottom of the
detailed estimate report.
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Print TS in Abstract
Check this check box to print the technical sanction statement i.e. The
estimate is technically sanction for Rs. ............ at the bottom of the
abstract of cost report.
Here enter the certificate which should be printed in the list of basic resources report.
Close button
Closes this form.
Enter Stamps
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Stamps Tab
A tab is displayed for the stamps form. If another window is opened later, then
stamps form can be made active by clicking on this tab. You can close any tab
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Stamps navigator
Use the record navigator to access different rows in the table.
Delete Stamp
Click this button to delete the currently selected Stamp in the table.
Use these controls to create, edit and delete the Stamps in the master database.
Stamps Table
This table displays all the Stamps in the master database. From this table the required Stamp for
different reports of the estimate are selected.
Stamp ID
Enter a reference ID for the Stamp. This should be unique in the table of Stamps.
Stamp
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Enter the Stamp in this text box. Windows 2000, XP, Vista support asian languages. After enabling
it from control panel, by selecting Hindi font from language bar, the Stamps can be typed in Hindi.
Add Stamp
Add the Stamp entered above to the master database.
Insert Stamp
Click this button to insert the Stamp text entered in the Stamp text boxes above the Stamp
selected in the table.
Select the report to the set the Stamps. Maximum four number of stamps can be setup and all are
optional. Select the stamps as per the requirement for different reports of the estimate.
Filter bar
focus to Quantity field in the following table pertaining to the item number entered in
the combo box. Now, enter the quantity in the quantity field and press tab key
holding down the shift key. It will take focus back to this combo box so that another
item can be selected. Repeat this process until all the required items are selected.
If a modified Schedule or Non Schedule item is required but not already present in the table,
then first it has to be entered using Edit Item and Analysis form from Master DB menu, then
it should be selected from this form.
Item navigator
Use item navigator to access different items in the
table
This table displays the full description of the item including the description of all the main
items.
Clear selection
Click this button to clear the selection of the items.
Select highlighted
Click this button to select the items highlighted in the table
Deselect hgihlighted
Click this button to deselect the items highlighted in the table
Analysis report
Click this button to preview and print the analysis of rate report, as per the AOR in the
master database, for the selected items.
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In this form the items of the estimate for which analysis of rate is available in the master database
are listed in the middle table and the items of the estimate for which analysis of rates is not
available in the master database are listed in the bottom table. Click the copy analysis to
estimate button to copy the analysis of rates of the items listed in the middle table from the master
database to the estimate. For example if the estimate is prepared in one office and then sent to
another office for preparing justification, then the analysis of rates of the non schedule and modified
Schedule items may not be available in the master database of that office. By copying the
analysis of rates to the estimate from this form, when the estimate is sent to another office, for the
justification and for calculating the basic material and labour the analysis of rates from the estimate
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will be used for modified Schedule and non schedule items. The program first searches in the
estimate for the analysis of rates of modified Schedule and non schedule items only if it is not
available in the estimate then it searches in the master database.
< Previous Next >
After calculating the total basic resources required from the estimate menu, open this form from the
estimate menu. It lists all the items for which the analysis of rates are avalaible either in the
estimate or in the master database, for which the total basic resources are calculated. Click on
any row in the middle table to list the total basic resources required for that item, in the bottom
table.
The items for which no basic resources are calculated due to non availability of analysis of rates
are listed in a table under the second tabpage Items for which no Basic Resources calculated.
After calculating the total basic resources required from the estimate menu this form is opened. It
lists all the basic resources in the middle table. Click on any row in this table to see the itemwise
break up of the basic resources, in the bottom table.
Estimate
Abstract of cost
Estimate
Open Estimate
Click this button to open this estimate form
Clear selection
Click this button to clear selection of the items shown in the table below.
deselect highlighted
Click this button to deselect the items which are highlighted in the table.
Click this button to check if there are orphaned items and redundant items in the estimate.
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An orphaned item is a rate item without main description e.g. 2.1.1 is rate item but if item
2.1 is not present in the estimate then item 2.1.1 will become orphaned item. A redundant
item is a main description item without a rate item below it. eg. If main description item 2.1 is
present in the estimate, but, if the rate item 2.1.1 is not present in the estimate, then item 2.1
is a redundant item.
Calculate button
Click this button to calculate the estimate totals and to apply cost index and
contingencies.
Estimate totals
These text boxes display the amount of schedule items, which includes the Schedule and
modified Schedule items, amount of non schedule items and total amount of the estimate
before application of cost index and contingencies. The bar displays the percentage of
schedule items amount over the the total estimate cost before application of cost index and
contingencies.
The amount of estimate with cost index and contingencies is displayed here.
Abstract of cost
In this table all the subheads which are present in the estimate are shown.
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Estimate subhead number, schedule subhead number (subhead number in the master
database), schedule item amount, non schedule items amount, Percentage of NS items amount
over the total amount of the subhead, amount bar chart for each sub head including the schedule
items and non schedule items are displayed in the table.
Estimate Totals
The calculate button, estimate totals are same as explained under estimate form.
This menu and toolbar gives options to print, navigate to different pages etc.
Menu Bar
Use the menu bar to select the menu options like page
setup, export etc.
Toolbar
Toolbar
provides
quick
access to the different commands like search text, page setup, export, print etc.
Reportviewer toolbar
In this tab page all the parameters defined by the program are displayed in a table. The user
cannot modify the parameter name. But, the user can enter the parameter value and value of
some parameters like Name of work, ECPT can be updated from the program.
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Parameters table
This is parameters table. These parameters are already defined by the program. The value
of the parameter has to be entered in the ParamValue column of the table. Values of some of
the parameters like Name of work, ECPT etc. can be updated from the program.
Parameter name
In this column the parameter name is displayed. The name must be
enclosed in the curly braces { }. This name can be used in the word report
wherever required. When the report is generated the value entered under
paramvalue column will be introduced in the report wherever the
corresponding parameter name is found. The description column gives
brief description about the parameter. The prefix and and suffix are for easy reference.
Update Name of work, ECPT and ECPT in words etc from the estimate button
Click this button to update the value of certain parameters like name of work, ECPT etc. by the
program.
PrintPreview button
Click this button to preview and print the data in the table. A preview form as shown below will
be displayed. You can preview and set margins and print the report.
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This tab page displays the user defined parameters in a table. The table is same as that explained
in the previous topic. The only difference is that the parameters are defined by the user in this
page.
PrintPreview button
Click this button to preview and print the data in the table as already explained in the
previous topic.
First record
Click this button to go to the first record in the table.
Previous page
Click this button to go to previous page.
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Last button
Click this button to go to the last record in the table.
Append button
Click this button to create a new parameter record. After clicking this button a new
row will be added in the table. Enter the parameter name enclosed in curly
braces { } in the name column. Then enter description, prefix and suffix to under stand the
parameter.
The user can then create master word template files and store them in the program's
installation folder which can be opened in windows explorer from tools menu. Then the
reports can be created from this template file. The parameters can be saved in a template
file so that these will be available for all the estimates created from that template file. Any
estimate can be saved as a template file. So, first create an estimate with all the required
parameters and designations etc. and save it as a template file.
Delete button
Click this button to delete a record in the table.
Here, the folder in which the master NIT template files are stored is shown. All the master NIT template
files available in this folder are listed in the combo box. More than one master NIT template file can be
created as per the requirement. The name of the file should start with mNITtmp and the file must be
saved in the folder name displayed here which is the installation folder of the program.
Click this button to copy the master NIT template selected in the combo box to the current estimate folder.
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The file will be renamed by deleting the starting 'm' in the file name. Overwrite alert will be displayed if the
file is already present.
Click this button to open the master NIT template file selected in the combo box, in the word component.
The Word component is similar to MSword but with lesser features. This component is integrated ino the
program. So, even if you do not have MSword,. the file can be edited and printed.
Here the folder of the current estimate is displayed. The master NIT template file should be copied to this
folder for creation of report. The report is not directly created from the master NIT template file. After
copying the master NIT template file to the current estimate folder, you can edit the template file according
to the particular requirements of the current estimate. The corrections required shall not be made in the
report generated as these corrections will be overwritten when the report is generated again unless the
user saves the report in a seperate file. Hence, after generation of NIT report, note down the corrections
needed and correct the template file. So that these corrections will remain even if the report is generated
several times. The combo box displays all the NIT template files which are present in the current estimate
folder. The file names start with NITtmp.
Click this button to open the NIT template file selected in combo box with the Word component for editing.
Click this button to generate the NIT report from the template file selected in the combo box on the left hand
side. In this process the program replaces all the parameters in the template file with the values entered in
the parameters tables, writes schedule of items table for Item Rate Tender and index with page numbers.
Then save this file as MS word document. Later this NIT file can be used to create the tender documents.
This button does exactly the same operation as explained under NIT for Item Rate Tender button, with the
only difference that the schedule of items table is written for percentage rate tender. You have to edit the
master NIT template for the conditions etc. to suit the percentage rate tender.
The function of the combo box, buttons and labels here is similar to the corresponding components
explained above for NIT report, with the difference that these are for generating other word reports eg. TS
memo, Tender forwarding memo etc. The user can create a master template file in word format and save
it in the program's installation folder. The template file name name must start with mTmp for the program
to recognize them as template file. Then these files will be displayed in the top combo box. Select the
required template file and copy it to the current estimate folder using the button provided for this purpose.
Then generate the report.
Comparative statement
Tenderers form
Click this button to open this tenderers form for the data entry of the tenderers.
Record navigator
This is used to go to different rows in the following table.
Contractors table
The data in the this table is stored in the master database. Hence, if any change is made
in this top table master database is to be saved. This data will be available for all the
estimates.
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Add contractor
Click this button to add a contractor to the top table.
When this button is clicked a blank row is added to the table. Enter a unique
contractorID, preferably short form of the contractor's name for easy identification) which
is not already present in the table in the first column. Enter title (sri, smt, M/s etc.). The first
three columns are mandatory.
Record navigator
This is used to goto different rows in the following table.
Tenderers table
The data in this table is stored in the estimate file. The tenderer data can not be entered
directly in this table. To add a tenderer the data should be available in the contractor table
displayed above. If it is not available first add it to the top table and then add it to this table.
The serial number is the serial number of the tenderer which is marked at the time of tender
opening.
Add tenderer
Click this button to add the selected contractor's name to the bottom table.
Delete tenderer
Click this button to delete a tenderer from the estimate. All the tender rates if already
entered will be deleted.
Move up
Click this button to move the current row up. This changes the serial number of the
tenderer in the table.
Move down
Click this button to move the current row down. This changes the serial number of the
tenderer in the table.
Tender No.
Select the tenderer number in this combo box. Alternately the required
tender can be selected by the tendererID
Number of tenderers
The total number of tenderers is displayed in this text box.
Tenderer ID
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Select the tender of the required tenderer from this combo box.
Use the filter bar to filter the display of items in the table. The box below filter displays the full
description of the current item in the table.
Record navigator
Record navigator is used to access different rows in the table.
Tender
This table displays the items in the tender. Enter the rate of each item in the rate column. It
also displays the estimate rate and percentage of each item based on tender rates.
the analysis of rates but based on the Schedule basic rates only
so that the Cost Index has to be applied on these items also.
Calculate
Click this button to calculate the amount for each item based on the tender rates entered
and to work out the total by applying the rebate if any.
Rebate
Enter the rebate in this text box
Tender total
The totals for the tender are displayed in
these text boxes.
Comparative statement
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Record navigator
Record navigator is used to access different rows in the
table.
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Export to excel
Click this button to export the comparative statement to excel compatible spreadsheet.
This table displays the comparative statement. The rate and amount column headings for the
tenders are prefixed with the contractorID.
The table displays the items as per the filter options selected, and the totals corresponding to
the displayed items are shown after the last item. If rebate is offered then rebate amount and
net amount is also calculated and displayed.
Prepare Justification
Follow the steps outline below for preparation of the justification.
Justification statement
Use this form to select the items which are to be used for justification.
Clear selection
Click this button to clear selection
Select highlighted
Click this button to select the highlighted items
Deselect highlighted
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Item list
This table displays all the items in the estimate in the descending order of the percentage of the
estimate cost. The cumulative percentage of the estimated cost is also shown. If some items
are not selected in between the selected items then the cumulative estimated cost is not shown
against that item and it is worked out excluding the estimated cost of that item.
Calculate
Click this button to calculate the cumulative percentage against the items. It checks
whether analysis of rates is available for the selected items. If analysis of rates is not
available, the user has to enter the justified rates. If the justified rates are not entered
the program displays the list of the items for which the analysis of rates is not available, in a
floating form, as shown below.
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Click on the item number in this form to high light the item in the list of items for entering the
justified rates.
The percentage of estimated cost considered for justification is displayed here for schedule
items including the modified Schedule items, non schedule items and all items.
This form is opened when list basic rates button is clicked in the select items for justification form.
Enter the market rates and click analysis button to do analysis.
Record navigator
Use record navigator to go to the required row in the table.
Use the filter bar for basic rates to display the required list of the basic rates in the table.
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The data of the basic rate currently selected in the table is shown in this area.
Export to excel
Click this button to export the list of basic rates to excel compatible spreadsheet.
After the export is completed a message box
is displayed. Press
the OK button and then save the excel work book.
will be displayed and the rate field in the table, for these basic rate components will be
shown in pink colour.
Do analysis
After entering the basic rates, which can be entered directly in the table below or
imported from the excel file, click this button to do analysis of rates for justification.
This table displays the list of basic rates required for justification of the items selected and
sub analysis items. The Schedule rate column displays the rate as per the Schedule for
Schedule items, modified schedule items and for non schedule items the rate entered in the
master database. The market rate has to be entered in the rate column, which can be
entered directly in the table or can be imported from the excel.
This form is opened after do analysis button is clicked in the basic rates form.
There are two pages in this form. In the Item List page all the items which are selected for
justification are displayed. The sub analysis items which were within the selected list of items for
justification are displayed in grey colour and sub analysis items which are not present in the
selected list of items are displayed in light pink colour. An asterisk is printed before the item
number in the analysis of rates for these items as shown below, to indicate that the analysis of rate
is printed under sub analysis at the end.
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If a sub analysis item is not present in the estimate then there is no estimate item number. Hence,
SubAI is shown in estimate item number column.
< Previous Next >
This form is opened after do analysis button is clicked in the basic rates form. There are two
pages in this form. In the analysis page the analysis of rate for the current item is displayed. The
total rows are displayed in pale green colour. All sub analysis items rows are displayed in light
grey colour.
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Justification statement
After selecting the items for justification, listing the basic rates for justification, entering the market
rates and performing the justification open this form to see the justification statement. If the tender
data is entered, the lowest tender position on ECPT and justified amount is displayed in this form.
From reports menu the justification statement can be previewed and printed.
Justification statement
Click this button to open this justification statement form.
All the items of the estimate are displayed in this table. The estimate rate and amount, justified
rate and amount and the tenderers' rate and amount are displayed. Then tenderers rates are listed
in the order of L1, L2, L3 etc from left to right columns. The user entered justified rates are
displayed in light pink colour.
Justification percentage
The justification percentage is worked out on pro-rata basis for the ECPT.
Calculate
Click this button to calculate the justification percentage and lowest tender position.
To save the current estimate as another estimate, select the save as another estimate option from
the file menu
Estimate folder
Select the estimate folder from the combo box in which the copy of the estimate is to be
saved.
Estimates table
All the estimates which are available in the estimate folder selected above are displayed in
this table.
Name of work
OK button
Click OK button to accept the above data and copy the current estimate as
another estimate with the name entered above in the estimate folder selected
above.
Cancel button
Click cancel button to quit without copying the estimate.
To save the current estimate as a template file select the option, save template file from the file
menu.
When an estimate is saved as a template file, all the data in the estimate will be saved in the
template file. When a new estimate is created from this template, the new estimate will contain all
the data which is present in the template file. This is very useful as most of the times the cost
index, contingencies, designations (stamps) for various reports etc. are common for different
estimates in an office. Any number of template files can be created according to the requirement.
All the available template files are displayed in the table in create new estimate tab page of create
or open estimate window. A template file can be edited or deleted by using the corresponding
buttons on that tab page.
All the presently available template files along with description and the date on which they
were modified are displayed in this table.
Template description
Enter a description indicating the purpose for which this template is being created so as to
easily identify at the time of creating a new estimate based on this template file.
OK button
Click OK button to accept the above data and create a template file based on
the current estimate.
Cancel button
Click cancel button to exit the form without creating the template file.
To save backup of the current estimate select the option, save backup, from the file menu.
It will open the above form. Any number of backup files can be created. It will be helpful if there
is any problem in the estimate as the previous version of the estimate can be restored from the
backup.
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All the available backup files of this estimate are listed in this table with description and date of
saving the backup for ready reference.
Description
Enter a description for the backup file being created for easy reference at the time of restoring
the estimate from the backup file.
OK button
Press OK button to accept the data and save the backup file.
Cancel button
Click the cancel button to exit the form without saving the backup file.
To restore an estimate from the backup file select the option, restore from backup, from the file
menu.
All the available back up files for the current estimate are listed in this table. The description
which was entered at the time of saving the backup file and the date of saving the back up
file are also listed for reference. Select the backup file from which the estimate has to be
restored.
OK button
Click this button to restore the estimate from the back up file selected in the
above table.
Cancel button
Click cancel button to exit the form without restoring the estimate from back
up file.
Common tasks
Using tabs
Record navigator
Clear selection
Notes
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In the above figure, the file menu is opened. The image displayed on the left hand side of the
menu item, shown within green circle, is used in the toolbar button. Toolbars are basically shortcut
commands to the menu commands for quick access. Tooltip is provided for the toolbar buttons to
know about their function. By observing the image displayed on the left hand side of the menu
command, one can get acquainted with the appropriate toolbar button to be used. A small arrow
on the right hand side of a menu item indicates that there is a submenu and when cursor is taken
over to that menu item the submenu is opened.
< Previous Next >
Using tabs
The different forms or windows of the program are displayed in the tabs which are displayed at the
top below the toolbar.
The active tab is displayed in the white colour. To activate an opened form or window click on the
tab corresponding to that window. In the active tab on the right hand side a small button, with 'X'
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on it, is displayed. Click this 'X' button to close the active tab.
is provided in several forms. Using this filter bar the items in the table can be filtered as per the
requirement. To know about the use of the different combo boxes in the filter bar, place cursor
over it for some time to display the tooltip. All the items which satisfy the conditions in all the five
combo boxes will only be displayed in the table. For the figure shown above the first combo box
gives the option to show rate items, main and rate items or both. The second one gives option to
display based on item type. Third one based on selection. Fourth one based on the sub head of
the items. Fifth combo box filters the items which contain the words entered in it to be present in
the description of the items. To clear the search of the words entered in the fifth combo box, click
the clear search button which is located at extreme right hand side of the filter bar. The current
item will still remain same and the filter provided by the first four combo boxes will be still effective.
< Previous Next >
Using this filter bar the basic rate items in the table can be filtered as per the requirement. To
know about the use of the different combo boxes in the filter bar place cursor over it for some time
to display the tool tip. All the basic rate items which satisfy the conditions in all the combo boxes
will only be displayed in the table. For the figure shown above the first combo box gives the option
to show basic rates or sub analysis item or both. Sub analysis item is the item which is required
for the analysis of another item. The data for the sub analysis item i.e. description, analysis
components etc. are entered in the edit items, analysis form just like any other item. The rate for
these items is found from analysis of rate. The second combo box gives option to display basic
rates based on the item type (Schedule, modified Schedule or non Schedule item) for which they
were earmarked. Third combo box filters the items which contain the words entered in it to be
present in the description of the basic rates. To clear search of the words entered in the third
combo box, click the clear search button which is located at extreme right hand side of the filter
bar. The current item will still remain same and the filter provided by the first two combo boxes will
be still effective.
< Previous Next >
Record navigator
record or row number in this text box and press enter key.
For multiple selection click different cells or row headers with control key held down. For
continuous multiple selection, click the first row and on the last the row to be selected holding down
the shift key.
Once the required items are highlighted they can be selected for analysis, justification, deletion etc.
in different forms with the toolbar button select highlighted and if the highlighted items are
selected then they can deselected by clicking on the toolbar button deselect highlighted .
< Previous Next >
Clear selection
When items are selected in the table on a form, all the selected items can be deselected by clear
selection button . In the following figures some items were selected. They are displayed in
green colour and the check box in the check box column (shown with red circle) is checked.
The item selection is cleared after clicking the clear selection button (shown with green circle in the
above figure).
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Click on the toolbar button, mark items for deletion , to mark all the items which are affected
by the items selected for deletion.
In the above figure items 21.1.1 and 21.1.2 are selected for deletion (shown in green colour with 1
as delete level). After clicking the mark affected items toolbar button the items which are affected
as a consequence of the deletion of the items selected for deletion, are marked with different
colours in the table. The legend, indicating what the colours represent is displayed at the right
hand side above the table.
When these items are deleted items 21.1.1.1, 21.1.1.2, 21.1.1.3 and 21.1.2.1, 21.1.2.2, 21.1.2.3
become orphaned items, as there is no main items for them (shown with light blue colour and
delete level of 2). The item 21.1 becomes redundant item as there is no rate item under it (shown
with purple colour and delete level of 3).
In the following figure item 16.42 is selected for deletion (shown with green colour)
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after clicking the mark affected items for deletion toolbar button, the items 4.5.1, 4.5.2 etc. are
marked with delete level as 4 and light cyan colour. These are the items which use 16.42 as one
of the sub analysis item. When item 16.42 is deleted the analysis of rate of these items cannot be
performed and hence these are also to be deleted. After marking the affected items and verifying
whether they are acceptable for deletion, then clicking the delete button deletes all the marked
items.
< Previous Next >
As shown in the figure, item numbers of all the items which are present in the table are displayed in
the item number combo box. When a number is typed, the list will be filtered such that all the item
numbers which start with the text typed are displayed. When 4. is typed all items starting with 4.
are displayed. In the above figure as 4.5. is typed, all the item numbers starting with 4.5. are
displayed. Then the required item number can be selected using the cursor in that list. After the
required item number is found press tab key to go to that item in the table.
< Previous Next >
is provided. This image on the button indicates that the present state is unlocked state. To
change to the locked state click this button. Once locked the image changes to this image.
When this image is displayed click this button to unlock. Then the following dialog box is
displayed.
requirement. When the non schedule items are printed the item number is prefixed with the
letters NS. eg. 11.45B will be printed as NS11.45B.
After copying the items to the estimate, the estimate item number is assigned serially and
there is no distinction in estimate item number for Schedule, modified Schedule and Non
schedule item numbers in the estimate. However, the schedule item number is also present
in the estimate for reference purpose.
provided.
To select a date click on the year which
Click on the year to open numeric up and down control as shown circled in the first figure. Click
the arrow buttons to increment and decrement the year. Click on the month to open the list of
months, as shown in the second figure, and select the required month. Then select the required
date. The arrow buttons on the left and right side of the calendar control, shown in red circle in the
following figure, can be used to shift the date by one month at a time.
Notes
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The notes file is opened by selecting the notes option from the Tools menu.
It is an excel spreadsheet file. Here, you can write down some notes which may be required while
working on the estimate. A new notes file can be created, an existing notes file can be opened
and the notes file can be saved by using the buttons provided above the spreadsheet. By default
the program will open Notes.xls file from the current estimate folder, if it exists. Otherwise a new
notes will be created and when the save button is clicked, the file will be saved as notes.xls in the
current estimate folder. Right clicking on the spreadsheet opens up the following shortcut menu
from which several options can be accessed for formatting etc.
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Edit Subheads
Delete Items
Edit Units
Enter the contingencies percentage and description in this form. This data is stored in the
master database. One of the values can be selected for the estimate in the estimate data form
Record navigator
Use record navigator to access different rows in the table.
Contingencies table
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All the contingencies percentages available in the master database are listed in this table.
Close button
Click this button to accept the data and close this form.
Enter cost indices for different places in this form. This data is stored in the master database.
After entering the data in this form the required cost index can be selected for the estimate in the
estimate data form.
Record navigator
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All the cost indices available in the master database are displayed in this table.
Close button
Click this button to accept the data and close this form.
Use this form to add and edit the modified Schedule and Non Schedule items in the master
database. The Schedule items can be added and modifed by only the system administrator. This
feature is provided to ensure that the Schedule items, analysis and basic rates are not meddled
with either intentionally or unintentionally. To delete the items in the master database use delete
items form.
Filter bar
Item Number
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In this combo box all the items which are present in the table below are listed. The table
displays all the items as per filter options selected in the filter bar. Enter the item number in
this combo box and press tab key to select that item in the table.
Item navigator
Use record navigator to access different items in the table.
Click this button to add an item after the last item under a subhead. The program
automatically assigns the item number after the last item number present in the subhead to
the newly created item.
Lock
Click this button to lock and unlock the editing of the items in the master database.
Item table
All the items in the master database including Schedule, modified Schedule and non
Schedule items are listed in this table according to the filter conditions selected in the filter
bar.
This dialog box is displayed when add item or modify item buttons are clicked in the edit items,
analysis form
When this dialog is opened by clicking the add item, add item below or modify item buttons
the current item number is entered in this text box. The new item number will be after this
item number. The item number can also be typed directly in this text box.
Item level
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The new item number can be at same level or at one level below. eg. If the new item
number is required after item number 2.1, if it is required at same level then new item
number will be 2.1J. The suffix A to I have been reserved for the Schedule items, which
may be introduced later if required. If it already exists, the new item number will be 2.1K. If
it also exists then 2.1L and so on. After 2.1Z the new item number will be 2.1ZA, 2.1ZB etc.
If the item number is required one level below the item number specified above then the new
item number will be 2.1.1 if it already exists then 2.1.2 if it exists then 2.1.3 and so on.
Select this option if the new item number is to be added after the last item under a subhead.
Select the subhead from the combo box.
Enter the new item number directly, if the program generated new item number does not suit
the purpose. This text box will be enabled for data entry only when enter new item number
option is selected above.
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Sort by
This code is automatically generated by the program to sort the item numbers properly.
Cancel button
Click cancel button to reject changes and exit
Select the unit from the combo box. The list of units will be short listed based on the characters
entered.
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Then the required unit can be selected using the cursor. In the above figure 'cum per metre
depth' is selected likewise. If the unit typed is not already present in the unit table then the
following message box is displayed.
If the yes button is clicked the unit will be added to the unit table in the master database and
selected for the current item. If No button is clicked the unit will not be added to the unit table and
another unit has to be selected for the current item. Same procedure is followed for the unit of the
basic rate in the Edit basic rates form.
Enter the rate of the item. This rate is overwritten when the analysis of rate of the item is
done.
Unit Factor
Enter the unit factor here. eq. If 100 sqm is unit then enter 100 in this text box. If the item
unit is sqm, then the unit factor will be 1.
Unit
<TODO> Insert description text here... And don't forget to add keyword for this topic
Click this button to import the item details data from another item. This opens the item
selection form. Select the required item in the form and click on the export button to export
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the item data from the selected item into this item.
Enter the details of cost for text to be printed in the analysis of rate of the item.
In this text box enter the numerical value of the details of cost for. eg. If the details of cost for is say
10 sqm then numerical value is 10. This value should be such that when the total amount in the
analysis of rates is divided with this value it should give the rate for the unit of the item. eg. for item
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number 16.21 the Details of cost for is 6 letters 8cm height and the numerical details of cost for is 48 as
the rate for the unit is obtained by dividing the total amount of the item by 48.
Select the number of decimal places to round in the rate of the item after analysis of rate is performed.
In the above example the value circled is rounded off to 2 decimal places, as the number of decimal
places were entered as 2. It is then rounded off to the nearest 5 paise.
The program performs totaling and adds Water Charges @ 1% and Contractor's profit and overheads
@ 15% as shown below.
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But some times the user wants to perform the calculations. In such a case select this option and enter
the data in analysis as required. eg. Item No. 2.14. For this item the analysis is performed with this
option as shown below
WC and CPOH
Select WC and CPOH to be applicable for this item. The following options are available when the drop
down arrow button is clicked. Select one of the available options.
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Cost For
Enter the matter to be printed after 'cost of' in the analysis of rates. By default it is made as Cost of +
numerical details of cost for + unit. For the item shown in the main figure of this topic it will become
Cost of 10 cum. as shown below
Sometimes it is not appropriate to make it in this way. For such cases the required value can be
entered in this text box. eg. Item No. 16.21
For this item if cost of line is made by default then it would become Cost of 48 per cm height per
letter which is not as per the requirement. Hence, for this item 6 letters 8cm height was entered in
this text box.
Click this button to import the item details for analysis data from another item. This opens the item
selection form. Select the required item in the form and click on the export button to export the item
data from the selected item into this item.
This dialog is displayed when the import from item button is clicked in the add item / modify item
form . Select the required options and press OK button to copy the data of the fields selected from
the selected item to the current item being edited in the add item / modify item form.
OK button
Click this button to accept the above options and copy the data.
Cancel button
Click this button to exit without copying.
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The item details are displayed in this tab page. This data cannot be edited directly here. To edit
Use this tab to create and edit analysis of rate for an item. If the analysis component is a sub
analysis item, then double clicking on the row opens a separate form with the analysis of rates for
the subanalysis item. If the analysis component is a basic rate, then double clicking on the row
opens the edit basic rates form and this basic rate is made current item. This is illustrated in the
following figure. The opened tabs are shown in red rectangle.
For entering the analysis components, select the basic rate code or subanalysis item from comp id
combo box. Press tab key to enter the quantity for this component and press tab key to enter a
mark eg. P, Q if it is to be used in a formula and then press tab key again to shift the focus to add
component button and press enter key. With this the analysis component has been added to the
item's AOR. Now press tab key again to shift the focus to the component ID combo box to start
entering another analysis component. Likewise enter all the analysis components for the item and
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This is a toggle button to switch between type of analysis components to be added. To enter a
basic rate click the button, then it displays basic rate on it and the screen looks as below
Select the basic rate code in Comp Id combo box, enter the quantity in Qty text box Enter a letter
from P to Z for using the amount of this analysis component as a variable in the mathematical
formulas of another analysis component of this item. To enter a sub analysis item first enter it in the
edit basic rates form and then select the item number from the Comp Id combo box.
To enter a description or formula click the button again. It displays Desc / Formula on it and the
screen looks as below
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To enter formula type the formula in the description textbox with = as the first character. The
following operators
* - multiplication
- - subtraction
/ - division
+ - addition
^ - power eg. 5^3 5 raised by power 3.
and following functions can be used in the formula
cos, sin, tan, max, min, arcsin, arccos, arctan, sqrt, log, log10, abs, round, ln
Use TOTAL variable in the formula for the total of all analysis components upto
just before this component.
Parenthesis can be used according to the requirement as shown in the above figure. In the above
figure some components have been marked as P, S, Q, R, X, Y and these variables are used in the
formula. When the analysis is done the program substitutes the values for the variables and writes
in the description field. With the help of description, basic rates, sub analysis item, formulas
almost any type of analysis of rate can be entered in the program.
NOTE: When variables are used there must be one blank space before and after the variable.
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Mark
Enter the letter from P to Z if amount value of this component is to be used as a
variable in the formula for another analysis component. Apart from this the
program assigns A if there is no WC and CPOH to be considered on the amount of
the component.
Click this button to open a form for editing the item details for analysis like details of cost for etc.
Add component
Click this button to add analysis component to the item. It will be added at the end. The
component could be only description, basic rate, sub analysis item or a formula.
Modify component
Click this button to modify the data of the current analysis component. Note: The code of
the analysis component cannot be modified. In such a case insert the required
component in that place and then delete the existing component.
Insert component
Click this button to insert the analysis component above the current analysis component
selected.
Move up
Click this button to move the selected analysis component up.
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Move down
Click this button to move the selected analysis component down.
After selecting the required components click the button on that form, shown circled in the above
figure, to copy those components to the analysis of rate of the current item.
Delete component
Click this button to delete the selected analysis component
Do analysis
Click this button to do analysis of rate of the current item. The program first marks the sub
analysis items required for the analysis and prepares a list of all the basic rates required for
analysing the current item. The list is displayed in the following form. The list of basic
resource rates can be exported to the excel using the button located at the bottom left corner.
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After entering the rates, click the do analysis button to analyse the item. If the item is modified
Schedule item then only the rates marked as for modified Schedule item, displayed in cyan colour,
can be entered all other Schedule basic rates cannot be edited. If the item is non schedule item,
enter rates in the NSrate column. In this case the list of basic resource rates can be exported to
excel and also they can be imported from excel spread sheet, using the buttons located at the
bottom left corner.
Edit Subheads
The subhead number and subhead name are saved in the master database. Each item in the
master database is assigned a subhead number. Use this form to add, modify and delete the
subhead data.
Record navigator
Use record navigator to go to different items in the table.
Subheads form
Click this button to open this form for editing the subhead data.
Add subhead
Click this button to add a subhead. A blank row will be added at the end of the table.
Enter the subhead number and subhead name.
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Delete subhead
Click this button to delete the selected subhead from the master database.
To create a new basic rate, enter the basic rate code, starting from 10001, so as to separate it from
the Schedule basic rate code, and press tab key. Enter the description and press tab key.
Similary enter other data using tab key. Finally, when tab key is pressed from the basic rate type
combo box, the focus is shifted to add basic rate button then press the enter key to add the basic
rate code to the master database. Press tab key again to shift the focus to the component id
combo box to enter another basic rate.
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All the basic resource codes and sub analysis item numbers are listed in this combo box. To
enter an item as sub analysis item for the analysis of rate of another item, the sub analysis
item number shall be entered in this form first.
Filter bar
Unit
Enter the unit in this area. Enter the numerical part of
unit in the first text box and select the unit from the
combo box.
This table lists all the basic resources and sub analysis items.
Note: For sub analysis items no separate entry is required. They are entered like a
normal item. Only an entry has to be made in the basic resource list for the item to be
used as a sub analysis item. The rate will be worked out by the program by performing
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the analysis of the sub analysis item. There is no limit on the depth of sub analysis
items. Only limitation is that there should not be a circular reference. i.e. If item 1 uses item
2 as sub analysis 2 uses 3 and 3 uses 1, then there is a circular reference. Because Item 1
rate can be worked out only when rate of 2 is known, item 2's rate is known when item 3's rate
is known and item 3's rate is known when Item 1's rate is known. However, when you enter
a sub analysis item number as analysis component for the analysis of rate of an item the
program searches and will not allow to enter a circular reference.
Rate
Enter the rate of the basic resource here. For sub analysis item the rate
will be worked out by the program.
Description
Enter description of the basic
resource here.
Delete Items
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In this form the modified Schedule items, for which analysis of rate is to be done in the master
database, can be selected and analysed
Clear selection
Click this button to clear the selection of the items in the table.
Select highlighted
Click this button to select the highlighted items
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Deselect highlighted
Click this button to deselect the highlighted items
Click this button to preview and print the schedule of rates for the items selected.
In this form the Non Schedule items, for which analysis of rate is to be done in the master
database, can be selected and analysed
Clear selection
Click this button to clear the selection of the items in the table.
Select highlighted
Click this button to select the highlighted items
Deselect highlighted
Click this button to deselect the highlighted items
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Click this button to preview and print the schedule of rates for the items selected.
Edit Units
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Add unit
Click this button to add a new unit to the unit table. A new blank row will be created.
Enter a unique unit name, which is not already present in the table. The cost of prefix is
used in the printing of the analysis of rate of the item as shown below
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Enter a cost of prefix if it is to be different from the default. The default cost of prefix is created
as Cost of + numerical det cost for field of the item (located in edit item tab page of edit item,
analysis form)
eg.
Unit Numerical det cost for Cost of prefix in Unit table Cost of line in analysis of rate
sqm 100 Cost of 100 sqm
each 1 Cost of Cost of each
per test 1 Cost Cost per test
If prefix is blank in the unit
table then it would be
Cost of 1 per test
Delete unit
Click this button to delete the unit row selected in the table.
User name
To create a user enter the user name in this combo box.
The new name entered should not be already present in the
list.
Note: The 'main' user name can not be modified. Only the password of main user can
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be changed.
Add
Click this button to add the user with the user name and password entered above.
Password
Enter password to be used for the user name entered in
the user name combo box.
Modify
Click this button to modify the user name and password of the current row with the
data entered above.
Delete
Click this button to delete the currently selected user record.
Close
Click this button to accept the changes and close the form.
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Using this window the data can be imported to master database of SOR AOR file from excel
spreadsheet. For speedy start, two sample import data files SampleSORAORData.xls and
SampleSORAORDataWithErrors.xls are provided in the program's installation folder. Create a
new blank master SOR AOR file from the manage master SOR AOR files window, which can be
opened from the open estimate dialog box displayed at the start of the program. Open the sample
data file and import the data. The SampleSORAORDataWithErrors.xls file is provided to show
how the program checks for errors.
Click this button to create a new blank excel spread sheet file and open in this form. Here
the data can be entered in the different sheets.
Open an existing spread sheet file containing the data to be imported in to the program.
Save the current excel spread sheet file presently displayed in this form.
Save the current excel spread sheet file presently displayed in this form as another excel
spread sheet data file.
Click this button to read the data in the different sheets of the spread sheet presently
displayed in this form. The program checks for any errors in the data and errors are written
in the last column of the corresponding row. The program also gives a back ground color to
the cell containing erroneous data. Further all the errors occurred during import of the data
are listed in the errors worksheet. In this worksheet Type G holding down the Control key
to goto the corresponding row in the corresponding worksheet.
The remaining data of Sub Heads, SOR, Basic Resources and AOR data will be imported.
If you feel that the errors reported, for which the data is not imported into the master
database, is not important and agree with the other data which is imported, then you can
save the master database. Other wise click the button cancel changes to the master
database to cancel the changes and import of data done after last save operation.
Click this button to add the data to Items and Basic Resources lists
by adding the items and basic resources
entered in the SOR and BasicResources
Sheets
Click this button to discard the import of data after last save operation. Before importing the
data into master database, save the master database. So, that if the imported data is not
proper, it can be corrected in excel sheet and again imported into the program by discarding
the changes to the master database after last save operation.
Items Table
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In this table all the items which are present in the master database and the items which were
entered in the SOR sheet of the spread sheet displayed in this form are listed. To select an
item from this table, press Ctrl+T in the cell of the spreadsheet where the item number is to
written. Then the following lookup grid will be displayed.
In this table all the basic resources which are present in the master database and the basic
resources which were entered in the BasicResources sheet of the spread sheet displayed in
this form are listed. To select a basic resource from this table, press Ctrl+R in the cell of
the spreadsheet where the basic resource code is to be written. Then the following table
will be displayed.
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Units Table
Click Ctrl+N key combination to open the table containing the units from the master
database and the units already entered in the spreadsheet, as shown below
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Enable Hints
Check this option to display Hints for the data to be entered in certain cells of the spread
sheet as shown below
Spread Sheet
This the excel spread sheet. There are four work sheets in this spread sheet. Enter the
data of Sub Heads, Schedule of Rates, Basic Resources and Analysis of Rates for Items in
the corresponding sheets. The program checks the data and prevents from entering invalid
data. You can also type this data in this excel sheet using the MS Excel, Open Office.org or
Stafoffice. A blank sheet is available in the program's installation folder, which can be
opened from Tools menu, by name NewMasterDBdataFile.xls. But the advantage of
entering data in the program is that the program checks errors in data entry simultaneosly
and auto fills certain cells and you can select items, basic resources and units from the
available lists.
While entering data press Ctrl+Enter key to goto the next field of data entry. While entering
the data the new units entered will be automatically added to the reference table for later
selection. But to add the items and basic resources entered in the spread sheet, click the
Update Items and Basic Resources Tables button at the top of the spread sheet to update
the tables.
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