win products tutorial “a” for ... - estimating software

Win Products

Tutorial “A”

for the

WIN 1000/3000/4000/6000

Electrical

Estimating Systems

Version 12

Congratulations

Now that you have obtained the Nation’s

leading Estimating system, the following short Tutorial

will help you get started.

This document contains instructions on how to

Estimate a small job. It shows the flow of the estimate

and the basic functions of the estimating system.

If you are a beginning user of the McCormick Estimating

System, please do this estimate at least once before doing Tutorial B.

WIN 1000/3000/4000/6000 Electrical Tutorial “A”

Step 1: Creating a Job

Left Click on the McCormick “Win Products” Icon and the “System Login” screen will appear.

1. Left Click on the pull down arrow and Select “Admin” (or custom User name if one has been

created.

2. Then Type “Admin” (the password is case sensitive) in the blank white field next to

“Password” (or the appropriate password if one has been created).

3. On the single User systems, once the “Save Password” box is checked, the password will not

need to be typed again.

NOTE: The gold and platinum (network) system Users will not have the “Save Password”

check box as shown above.

4. Left Click “OK”.

The “Jobs” window will appear.

1. Be sure the “Active” tab at the top is selected.

2. Left Click the “New Job” button.


Step 1: Creating a Job (Contd.)

The “Job Information” window appears which allows entering any needed Job information. It shows

the Job number and Lead Estimator in bold print because they cannot be modified in this window.

1. Highlight the Untitled Job shown in the “Job Name” row. Rename it “Tutorial A”. In the “Bid

Date field, Enter a date (not shown).

2. Choose a Type of Job (Commercial) from the pull-down list by Left Clicking on the pull down

arrow on the right of the field and Selecting Commercial.

NOTE: “Type of Job” is a multiple choice field (use the pull down arrow as shown for Type of

Job to display choices).

3. When the information is entered, Left Click the “Close” button.

NOTE: Never click the “Setup” button unless you’re the System Administrator and need to

modify the information in the gray area at the left side of the window.


Step 1: Creating a Job (Contd.)

The “Paste from Job” window will then appear.

1. Check that the “Paste from Tab:” in the upper left pull down area shows Active.

2. Check that the “Paste from Job:” in the upper right pull down area shows “Sample Job

Electrical ”.

3. Check what boxes are checked. The three checked defaults, “Labor Categories”, “Job-Specific

Parts (Temps)” and “Extension Reports” will be automatically checked. The User can add

additional areas to be pasted. (“Bid Summaries” should be added, as shown above).

4. Should the User make changes to the default choices, Left Click the “Default” button to save

those changes for that specific User.

5. Left Click on the “Paste” button and the chosen areas will be copied from the “Sample Job

Electrical” (shown at the top of the window in the “Paste From Job:” pull down field) to your

new job “Tutorial A”.

6. After the chosen areas are pasted, the program will give you a prompt for anything chosen that

is NOT one of the default choices, followed by a “Paste Operation Complete” window with

only one option “OK”.

Left Click the “OK” button and Left Click close on the “Paste from Job” window and the main

Estimating window appears.

NOTE: The Job name and the Estimator’s name appear at the extreme top center of the screen.


Step 2: Creating Labels

1a. Left Click on the Takeoff tab and the Labels icon in the ribbon or

1b. Left Click on the “(2) Labels” button in the Tool Bar and the “Labels” window appears.

Estimating Tip: Only the first five tool bar buttons, (1) Jobs, (2) Labels, (3) Takeoff, (4)

Extend, and (5) BidSum are needed to complete an estimate. They are shown in the order of the

estimate flow.

NOTE: The five columns (four columns in the 4000 system, three columns in the 3000

system, and one column in the 1000 system) above provide a way of breaking the estimate into

logical parts for Alternates, Change Orders, Job Costing/Management, Material Deliveries, etc.

2. Highlight the title in the first column (depending on the system you have) and change the

“Column 1” to “Bid Package. (These column names may be renamed depending on the User

and the Job).

3. Highlight the <Click to Add> in the first label column and type “Base Bid” as shown above.

NOTE: When <Click to Add> is clicked on and a Label is added another <Click to Add>

appears below. In other areas if there is a * and a blank line, and you type in the blank line,

another * and blank line appears.

4. Left Click the “Close” button in the lower right corner of the Labels window.


Step 3: Takeoff

1. Left Click on the “(3) Takeoff” button in the Tool Bar and the default Takeoff screen appears.

2. The label bar will automatically show the first label in each of the columns setup in “(2)

Labels” previously.

3. You will see an “Assemblies” window, which gives access to the parts database.

NOTE: If an “Items” window appears in place of an “Assemblies” window, Left Click on the

“Asm” tab on the bottom and note that the “Takeoff Menu (Items) window changes to a

“Takeoff Menu (Assemblies”) window.

4. You will see a “Takeoff Menu (Assemblies)” window, which will allow navigation of the parts

database.

5. Search in the menu by clicking “Branch” in the first column, “EMT” in the second column,

“D/S, Strap” in the third column, and “n12 emt d/s strap” in the fourth column.

6. This will find the corresponding area of the parts database.

7. In the “A Assemblies” window mark the “3 #12 1/2" EMT D/S STRAP”

Estimating Tip: Headers in the Database are lower case, I.E., “n12 emt d/s strap” , highlighted

in light gray and bold, while Items or Assemblies are upper case, I.E., “3 #12 1/2" EMT D/S

STRAP”.


Step 3: Takeoff (Contd.)

Estimating Tip: Left Clicking on an Item or Assembly, is the way to select that Item or

Assembly.

8. Quantities are entered by either manually typing them in the field shown or automatically by

simply typing the number using the keyboard or number pad. Enter 2250.

Note: When “Enter” is used or by moving off the current line, the takeoff is entered into the

audit trail.

9. The Assembly “3 #12 1/2" EMT D/S STRAP” is shown in the “Audit Trail”.

10. Notice the required quantity of the “3 #12 1/2" EMT D/S STRAP” is shown in the “Audit

Trail”.

Left Click on the “Menu” tab at the bottom of the “Assemblies” list unless the menu window is

already showing. Left Click “Devices”, “Standard”, and “receptacles”, left to right, in the “Takeoff

Menu (Assemblies)” window. Scroll down to the “DUPLEX STD” in the left hand “Assemblies”

window unless it’s already selected.

In the white field below the “C-Probe” Button Enter 100 and hit the Enter key on the keyboard. Note

that 100 “DUPLEX STD” receptacles have been added to the top of the “Audit Trail” window.

Estimating Tip: Look at the “Audit Trail” and be sure to check that the right Items/Assemblies

go in. The last Items/Assemblies entered will be at the top.

Left Click on the “Menu” tab at the bottom of the “Assemblies” window unless the menu is already

showing. Left Click “Telephone”, “telephone”, left to right, in the “Takeoff Menu (Assemblies)”

window. Then Scroll down and Left Click the “TEL, WALL 3/4” RISER”, in the Assembly window.

In the white field just below the “C-Probe” Button Enter 10 and hit the Enter key on the keyboard.

Note that 10 “Tel, WALL 3/4” RISER” outlets have been added to the top of the “Audit Trail”

window.

Estimating Tip: Left Clicking the “Item” or “Assembly” tab at the bottom of the “Item” or

“Assembly” window toggles between “Item” and “Assembly” database.

Enter the following takeoff using the “Takeoff Menu Assemblies” window and the “Assemblies”

takeoff window.


Step 3: Takeoff (Contd.)

*In this column (I/A), “I” stands for Items and “A” stands for Assemblies.

I/A* Takeoff Menu selections, left to right Item/Assembly Name Qty

A “Devices”, “Standard”, “switch standard” SP STD 21

A “Devices”, “Standard”, “switch standard” 3W STD 8

You have just finished the takeoff under “Base Bid – <none> – <none> – <none> – <none>” Label Set

for the 6000 Users, “Base Bid – <none> – <none> – <none>” for the 4000 Users, “Base Bid – <none>

– <none>” for the 3000 Users and “Base Bid” for the 1000 Users.

NOTES:


Step 4: Extend

Estimating Tip: Extending is the process of sorting your takeoff, looking up both the chosen

labor hours and material prices in the database and creating totals based on the preset formulas

in the extension report.

Click on the (4) Extend button, as shown above, open Extension.

The List showing all the ByProducts (Items) sorted by Labels and Cost Codes is shown above.


Step 4: Extend (Contd.)

Click on the “Send to Summary” Icon as shown above and the message “Base Bid has been sent to Bid

Summary and has been locked to protect your work” will appear.

Click the “OK” button and either click on the Red “X” in the upper right corner or click “File”, “X

Exit” in the Extension Window to close Extension.

NOTES:


Step 5: Bid Summary

1a. Left Click on the “Summary” icon in the Bid Summary ribbon to open Bid Summary, or

1b. Left Click on the “(5) BidSum” toolbar button. The “Bid Summary” window will appear. This

is the Top Sheet as the “Top Sheet” tab in the lower left corner indicates. The tabs across the

bottom are how you move around the Bid Summary window.

2. Notice the red outline and red Sell Price. This indicates information still needs to be provided.

3. The check mark next to Labor and the zero labor dollar “Amount” indicates that there are labor

hours, but the labor dollars have not been applied.

4. The “Material”, “Adj Material”, “Hours” and “Adj Hours” show the material dollars and

labor hours sent to Bid Summary by the extension. “Adj Material” and “Adj Hours” can be

modified directly.

5. The highlighted line indicates the current Bid Summary being worked on. There will also be a

row selector arrow or “pen” when you’ve moved on and off that summary.

6. Left Click the Labor tab along the bottom to move on to the labor distribution process.

NOTES:


Step 5: Bid Summary (Contd.)

1. Left Click the Summary Base Bid if it isn’t already highlighted.

2. Note the “Total Labor Hours” (2a) and “Remaining” (2b) fields on the right side of the

window. (In the window above, the (2b) area will be red until the 100 is entered in (6.) below.

3. Left Click “J/Mn Wir” (scroll down if necessary) under “Labor Class” in the upper left corner

of the Labor window.

4. Left Click the Big Black Arrow next to the “Groups” button.

5. The “J/Mn Wir” is transferred to the “working” side of the window on the right.

6. Replace the zero in “% Total” with 100 and move off the line by using the down arrow on your

keyboard. The program will do the calculations, putting the results in the “Dollars” column and

in the “Total” line. The 2b field will also change to zero and the red will go away.

7. Left Click the “Tax” tab on the bottom of the “Bid Summary” window.

NOTES:



1. Left Click the “Base Bid” row selector on the left if not already highlighted.

2. Left Click “Materials” in the list.

3. Enter “6.5” in the “% Tax Rate” column, move off the line to get the calculation.

4. Check that the tax amount appears in the “Tax $” column and the “Total” line.

5. Left Click the “Top Sheet” tab along the bottom of the window.

NOTES:



1. Left Click the “Base Bid” row selector on the left if not already highlighted

2. Enter “10” in the empty white field in the “Adjust Overhead” row on the left center of the “Bid

Summary” window, then Left Click on the “%” icon.

3. Enter “10” in the empty white field in the “Adjust Profit” row on the left center of the “Bid

Summary” window, then Left Click on the “%” icon.

4. Notice that “10” is entered in the “%” column next to both “Overhead $” and “Profit $” for all

the rows, i.e., “Materials”, “Labor”, etc. in the upper left area of the Top Sheet.

5. Notice that the totals for “Overhead” and “Profit” have been transferred to the right side of the

window.

6. You should now have a “Sell Price” (on the right side) of approximately $13,500.00 +/-.

Notice that the “Raw Cost”, “Tax”, “Overhead”, “Profit”, etc are also shown on the right side

of the window.

You have completed Tutorial A. Please do Tutorial B next.

win products tutorial “a” for ... - estimating software

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