candy 14 - indirect costs

7/30/2019 Candy 14 - Indirect Costs

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Version - 2002 INDIRECT COSTS SECTION 14

Section 14 - Indirect Costs

An indirect costs schedule, for the pricing of internal preliminaries, can be prepared in Candy. A

standard indirect costs schedule can be kept in a master library, and copied into a new job.

The indirect costs can be reported separately or as part of the direct works.

This utility makes use of the CCS Planning System, SitePlan. Refer to the SitePlan manual for a full

explanation of the programming aspects of this section.

This section of the Candy manual contains the following topics:

Indirect costs schedule - Sheet 14.01 to 14.03

Unit table - Sheet 14.03 to 14.04

Copy indirect costs from a master - Sheet 14.04 to 14.06

Indirect costs program - Sheet 14.05 to 14.08

Reporting - Sheet 14.08 to 14.10

Copy indirect costs to bill - Sheet 14.11


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Version - 2002 INDIRECT COSTS SHEET 14.01

Indirect Costs Menu

The Indirect Costs Menu is located within the

Estimating module of the CCS System.

From the CCS Menu follow the path Candy

System to Estimating to Finalisation to

Indirect Costs and select View Manager.

The View Manager is displayed.

The closed books represent groups of

views, and may be opened or closed by

Double Clicking on the book symbols, or by

using Ctrl+Down/Up-arrow.

There may already be some views set up on

your computer, some of which are loaded

with a new system installation.

There is some Indirect Costs layouts set up

already - these are the default layouts, which

are installed with the CCS System.

Select an appropriate layout.

Note: Refer toCandy Manual Section 7

Scrollers & View Managerfor more

information aboutView Manager. The view

manager may also be called up by using the

button on the Candy toolbar.


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New Indirect Costs Schedule

The first time that any indirect costs

document is accessed, a selector is

displayed with the following options:

Copy from master and clear quantities

- Select this option to copy an indirect

costs schedule from the current master

into the current job, excluding the masterquantities.

Copy from master and preserve

quantities - Select this option to copy an

indirect costs schedule from the current

master into the current job, including the

master quantities.

Create a new document - Select this

option to create a new indirect costs

schedule in the current job.

Select the required option and use the

button.


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Create a New Indirect Costs Schedule

Select the option Create a new document

and use the button.

The new indirect costs program settings

document is displayed.

Use the button to set the week start dayand the button to set the working days per

week.

Use the button to display the scrollingcalendar, on which the start date for the

indirect costs schedule may be selected.

Use the button to create the new

indirect costs schedule.

Simple Indirect Costs

Indirect Costs may be prepared without

using the programming aspect of the system.

From the View Manager select an

appropriate layout, for example, CCS

standard view 3.2 - Simple Indirects.


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Section Headings

Section headings may be created in an

Indirect Costs schedule in order to arrange

items into logical groupings.

Create a section heading by entering a

number in the T(ype) field, followed by an Op

Code and a Description.

The number in the T(ype) field defines that

section heading's position in a hierarchy,

where a level 0 is the most senior level and

a level 9 is the most junior level in the

hierarchy.

Note: Section headings may be created

between existing items. Position the cursor

immediately below where you wish to create

a section heading and use Ctrl+Ins(ert) to

insert a blank line.

Indirect Costs Items

Indirect Costs Op Codes may be created

manually or copied from a master.

Op Codes that are not time related may be

created simply by entering the required

information, in this example, Op Code,

Description, Number and Unit.


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Unit Table

Op Codes that are time related must have

their units defined as such before adding

such Op Codes to an indirect costs schedule.

Use the softkey to display the

Indirect Costs Utilities menu.

Select the option Unit Table and use the

button.

Note: The unit table may be accessed by

Double Clicking in the unit column.


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The Unit Table is displayed.

Each time unit must be entered in the Unit

column, with the number of working days for

each defined unit entered in the Days/Unit

column.

Note: The time units are not case sensitive.

Entries are sorted automatically on the unit

column.

If a unit is deleted, no check is made to

determine if it is used in the indirect costs

schedule. Any items that do use a deleted

unit have their time column blanked out and

are effectively converted into non-time

related items.

Op Codes that are time related may becreated simply by entering the required

information, in this example, Op Code,

Description, Number, Time and Unit.

Note: The Op Codes in an Indirect Costs

schedule can be priced in exactly the same

way as those of measured works items.

Refer toCandy Manual Section 8 - Pricing

for a complete explanation of the different

pricing methods which can be used in

Candy.

Copying Items From a Master

You can copy Op Codes from either the Job

or the Master byDragging and Dropping.

Call up the Master Op Code list by using the

button Shifted.

Select the Op Code(s) that you wish to copy

into the job by using Shift+Left-click to select

the start and end of a range, and/or Ctrl+Left-

click to select non consecutive Op Codes.

Notice that the cursor line is highlighted in a

different colour than previously.

Left-click on and drag any selected line onto

the indirect costs schedule.


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Drop the selected Op Codes onto any line.

The Op Codes are copied onto the indirect

costs schedule.

Note: If you drop an Op Code onto an

existing item it always inserts it as a new

item.

Alternate documents may also be used tocopy items from an Op Code list to the

indirect costs schedule.

Refer toCandy Manual Section 2 - Bill

Creationfor more information about using

alternate documents to copy Op Codes.

Indirect Costs Program

Indirect Costs may be prepared using the

programming aspect of the system.

From the View Manager select an

appropriate layout, for example, CCS

standard view 3.1 - Indirect Costs.

The items in the Indirect Costs schedule,

which we created earlier in this section, have

created a program.

The bars that are striped red, with the stripesangled backwards, are time-related items.

Those that are striped blue, with the stripes

angled forwards, are non-time related items.


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Activity Editing

The duration of an activity can be altered on

the screen barchart.

Position the mouse cursor immediately to

the right of an existing bar. The symbol

appears.

Left-click and Hold Down the mouse button.

Drag the mouse to the right to increase the

activity duration or to the left to decrease the

duration.

A panel appears which displays the

Previous Duration and the CurrentDuration

of the activity that is being altered.

Continue dragging the mouse to the

required duration for the activity. At this point

release the mouse button.

The position of an activity can be altered on

the screen barchart.

Position the mouse cursor immediately to

the left of an existing bar.

The symbol appears.

Note: If the symbol appears red, it

indicates that the start of the bar is

determined by the network logic, and cannot

be moved manually.

Altering the duration of t ime related items

alters the amount of money against those

items. Altering the duration of non-time

related items does not alter the amount of

money against that item.

Moving the position of an item alters the

distribution of the money over time.


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Copy Indirect Costs From a Master

One approach that can be taken in the

Master Indirect Costs schedule is to have a

priced item for all the things that are l ikely to

be provided, only entering aNumberand

Timewhen it comes to pricing a specific job.

Taking the approach that is described above

you can now scroll through the Indirect Costsschedule, entering a Number and a Time for

those items which are required on this job.

When you access the indirect costs for the

first time in a job, select the option Copy

from master and clear quantities and use

the button.


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Change Start Date

The complete indirect costs schedule,

including the program, is copied from the

master.

All the Number values are blank.

The start date, which is copied from the

master program, requires to be altered toreflect the start date for the current job.



Select the option Customise Program and

use the button.

The Program Settings document is

displayed.

On the Start Date tab you can change thestart date for an existing program.

Change the current start date - Selectthis option and use the button to

display the Scrolling Calendar, on which

a date may be selected, or enter the new

start date in the field.

When changing the program start date, it is

possible that there are existing scheduled

dates that occur prior to the new start date.

The following options are available:

Keep dates fixed - Select this option tomaintain existing scheduled dates that

are later than the new start, while

moving earlier dates to after the new

start.

Move dates relative to new start date -Select this option to move all scheduled

dates, maintaining the same working

day number in the calendar.

Use the button.


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The bars for the items in the Indirect Costs

schedule are initially open when they are

copied from the master. This indicates that

they are not used in the current job.

Enter values as required in the Number

column.

As soon as you do this , the bars are

coloured either red, to indicate time-relateditems, or blue to indicate non-time related

items.

The nett rate is also completed by the

automatic copying of the worksheet for each

Op Code from the master.


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Using Tied (Hammock) Activities

It is possible to create a summary

construction program, which ties to the start

and end of time-related indirect costs items.

In this example, the top part of the indirect

costs schedule is a summary construction

program.

There are links to the start and end of

specific indirect costs bars. The indirect

costs items that use this linking mechanism

are indicated by the letter T in the T(ype)

column.

Setting up the indirect costs schedule in this

manner allows for quick what-if? situations

to be assessed by altering the duration

and/or sequence of the summary

construction program.

Indirect Costs Trade Totals Display

A Trade Totals Display of the Indirect Costs

can be produced.

From the Indirect Costs menu select Indirect

Costs Total Display.

Alternatively, from theCCS Menu follow the

path Candy System to Estimating to Candy

Query and select Trade Totals Display.

A selector is displayed; the options for which

are explained in Candy Manual Section 8 -Pricing.

Select the required options and use the

button.

Note: A Trade Totals Displaymay also be

obtained by using the button.


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This is an example of an Indirect Costs nett

trade totals display.

In this example, the Indirect Costs Op Codes

have only one trade.

Multiple trades can be defined for Indirect

Costs, subject to the overall maximum of 52

trades in any given job.


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Indirect Costs Resource Analysis

The resources that have been used to price

the Indirect Costs items can be analysed

and quantified.

Because the same list has been used to

price the measured works, an overall

resource analysis can be obtained.



Select the option Resource Analysis and

use the button.

Note: This analyses only those resources

used to price Indirect Costs items.

The same report is available from theCCS

Menu. Follow the pathCandy Systemto

EstimatingtoReportstoResource

AnalysisandselectIndirect Costs

Resource Analysis.

A selector is displayed; the options for which

are fully explained in Candy Manual Section

16 - Reporting.

Select the required options and use the

button.

The standard print screens follow, from

which you can Print, Preview, Spool or

Export the report.

Note: Most of the standard reports, which are

available in the Candy System, have anoption to include the indirect costs.


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Indirect Costs Report Manager

All program related reporting in the indirect

costs is done through the report manager. A

selection of standard reports is available,

any of which may be adapted to suit your

specific requirements.



Select the option Report Manager and use

the button.

Note: Report manager is also available from

the Indirect Costs menu.


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The report manager selector consists of two

sets of reports. Use the button to

switch between the two sets of reports.

Program reports - Any reports that are

set up in the program reports area are

only available to the Indirect Costs

schedule in which you are currently

working, however, they are backed up as

part of a Candy or Complete Jobbackup.

Global reports - Any reports that are set

up in the global reports area are

available to All Indirect Costs schedules

on your computer, however, they are not

backed up.

Report information - The reportinformation panel displays various set

up data and information from the details

sheet for the report on which the cursor

is positioned.

Each of the two areas, that contain reports,contains one or more books. These books

represent headings or groupings of reports.

Any report may be copied between the

program reports and global reports area by

using Windows copy and paste keystrokes

Ctrl+C and Ctrl+V. A report may be deleted by

using Ctrl+Del(ete).

To add a new report or report heading to

either the Program Reports orGlobal

Reports area, position the cursor in the area

and use the softkey.

The list of CCS standard reports is

displayed.

Select the required report on which to base

the new report and use the button.

A new report is added to the report group.

Over type the default report name with your

own description and hit Enter.


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Further softkeys on the program manager

selector have the following functions:

- For inserting a cover page report

on the report manager.

- For inserting a new report or report

heading on the report manager.

- For copying a report and all the

settings of that report.

- For changing the name of a report

or report heading.

- For editing the report settings.

- For printing a report or group of

reports.


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Copy Indirect Costs to Bill

The Indirect Costs schedule can be copied

into the measured works part of the bill if

required.

From the Indirect Costs menu select Copy

Indirects to Bill Page .

A selector is displayed on which you canspecify the CCS page number, to which the

Indirect Costs items are to be copied.

Enter the required page number and use the

button.

A conf irmation message is displayed. Use

the button.

The Indirect Costs items have been copied

into the measured works bill.

Notice that the Billed Quantity has been

calculated as Number x Time x Percentage.


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candy 14 - indirect costs

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