Estimating User Guide

Comprehensive User Guide to Pricing Worksheets in Methvin

Welcome to Methvin's Pricing Worksheets user guide! This guide will walk you through the process of pricing bills using worksheets, utilizing various tools, shortcuts, and functions available in Methvin to streamline your pricing tasks.

⚠️ It's crucial to grasp that when pricing a bill item alongside its corresponding worksheet or a more intricate resource item, you're pricing for a single unit of that item. For instance, if you're pricing a Lump Sum Item, you'd calculate the cost for the entire work in that worksheet. Conversely, if you're pricing a unit rate, such as meters cubed or cubic yards of subbase material, or square feet of drywall, you should only calculate the price for one unit of that item in the worksheet.

Getting Started

  1. Navigate to the Pricing tab of your current project to begin pricing your worksheets.
  2. Open a worksheet by either double-clicking on the Cost Rate cell of a Bill Item or clicking the Open Worksheet icon in the Actions column.

Adding Resources to Worksheets

There are two ways to add resources to worksheets:

  • Drag a resource item from the right-hand side slide-out "Copy From Resource Table."
  • Inside the worksheet, add a new line item, then use the dropbox resource selector in the resource cell to choose your resource.

Importing Worksheets

You can import worksheets in two ways:

  • Drag worksheets from the right-hand side slide-out window "Copy From Master" to add a previously priced worksheet into a new blank worksheet.
  • Open a previously priced worksheet, select all its line items (Ctrl+A), copy them to your clipboard (Ctrl+C), navigate to the new Bill worksheet you wish to price, and paste (Ctrl+V) the copied worksheet into it.

Worksheet Variables and Functions

  • Methvin's worksheets offer a range of variables and functions to enhance your pricing capabilities:
  • Description/Comments: Add comments to explain your pricing logic for each line item.
  • Applied Factor "∑": Use an applied factor to simplify calculations across multiple lines sharing a common production value.
  • Insert a new line above calculation lines, indent them as a parent item, and enter the applied factor (e.g., /400m3/day) to streamline calculations.
  • Estimating with Variables: Set variables (e.g., length, width, height) in the Complex worksheet to reuse and adjust them for similar projects, automating calculations.
  • Equations Column: Enter mathematical functions directly into the Equations column for complex calculations. Remember to use brackets appropriately.

Javascript Functions

Methvin supports Javascript functions for advanced automation and estimation:

Examples:

  • if ([variable] > x) {x} else {y} - Conditional statement.
  • Math.round(x) - Rounds a number.
  • [PI] - Returns the value of PI.
  • Math.PI - Returns the value of PI.
  • x^y - Return x to the power of y
  • Math.sqrt(x) - Calculates the square root.
  • [qty] - Returns the Bill Item Quantity.
  • x.toFixed(2) - Rounds a number to two decimal places.
  • Math.sin(x) - Calculates the sine value.
  • Math.ceil(x) - Rounds a number up.
  • Math.floor(x) - Rounds a number down.
  • Math.min(x, y, z) - Finds the lowest value.
  • Math.max(x, y, z) - Finds the highest value.
  • Date calculations can also be performed using appropriate syntax.

Conclusion

By leveraging Methvin's Pricing Worksheets, you can streamline the pricing process, ensure accuracy, and generate high-quality financial and engineering information for your projects. Explore the various tools, shortcuts, variables, and functions to optimize your estimating workflow effectively.

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