c401 Post Tender Advanced Course

Candy Post tender Advanced Course
Post Tender Advanced
Course Notes
April 2008
i.
Candy Post tender Advanced Course Contents
ii.
Chapter 1. Introduction .....................................................................................................................1

1.1 Introduction.......................................................................................................................................................... 1
Chapter 2. Starting Up .......................................................................................................................3
2.1 Starting Candy..................................................................................................................................................... 3
2.2 Company Manager............................................................................................................................................ 3
2.3 Create a New Company................................................................................................................................... 4
2.4 Job Manager ........................................................................................................................................................ 5
2.5 Create a new Job................................................................................................................................................ 6
2.6 Recover the CCS Demo Job ........................................................................................................................... 7
2.7 System Registration........................................................................................................................................... 9
Chapter 3. Candy User Interface .....................................................................................................11
3.1 Candy Navigation.............................................................................................................................................11
3.2 Document Navigation ....................................................................................................................................12
3.3 Right click menu functions ...........................................................................................................................13
3.4 Customising the System................................................................................................................................14
3.5 Keystrokes, Icons and Mouse Functions..................................................................................................17
Chapter 4. Post Tender Control ......................................................................................................19
4.1 Job Information.................................................................................................................................................19
4.2 Selling Rate.........................................................................................................................................................22
4.3 Balance the job back to the signed contract documents .................................................................24
4.4 Check and review reports .............................................................................................................................26
4.5 Resource Checks...............................................................................................................................................29
Chapter 5. Value Engineering or Re-modelling.............................................................................31
5.1 Price Plug and Split Rate items to Worksheets.....................................................................................31
5.2 Remodelling the job........................................................................................................................................31
5.3 Explode Macros.................................................................................................................................................33
Chapter 6. Summarising Resources into Cost and Group Codes.................................................35
6.1 Resource list .......................................................................................................................................................35
6.2 Defining the Cost and Group codes .........................................................................................................37
6.3 Allocating the Cost and Group codes to the resources ....................................................................37
6.4 Resource Analysis Reports............................................................................................................................39
Chapter 7. Buying Adjustment........................................................................................................47
7.1 Buying Adjustment Steps..............................................................................................................................47
7.2 View the Buying adjustment ........................................................................................................................49
Chapter 8. Controlling Labour and Plant using Task Codes ........................................................51
8.1 Defining the Task codes ................................................................................................................................51
8.2 Task code allocation........................................................................................................................................52
8.3 Task code analysis............................................................................................................................................56
8.4 Task code reports.............................................................................................................................................59
iii.
Chapter 9. Forecasting the BOQ using Candy Planning ...............................................................65

9.1 Candy Planning Program Manager ...........................................................................................................65
9.2 Create a new Program....................................................................................................................................67
9.3 Create program activities using the Bill of Quantities .......................................................................68
9.4 Draw your program.........................................................................................................................................69
9.5 B.O.Q with Budget Forecast .........................................................................................................................71
9.6 Resource usage forecast................................................................................................................................72
9.7 Cost code budget.............................................................................................................................................73
9.8 Resource Histogram........................................................................................................................................74
Chapter 10. Valuations.....................................................................................................................77
10.1 Valuation Setup ................................................................................................................................................77
10.2 Primary Valuation Quantities.......................................................................................................................82
10.3 Copy the Final quantity from the Bill quantity......................................................................................82
10.4 Valuation Report Manager ...........................................................................................................................87
10.5 Valuation Trade Total Display......................................................................................................................93
Chapter 11. Cost Allowable Comparison .......................................................................................95
11.1 Allowable data...................................................................................................................................................95
11.2 Export the Data to an External file.............................................................................................................96
Chapter 12. Practical ........................................................................................................................97
Overview ............................................................................................................................................................................97
12.1 Enter Valuation #2 Quantities .....................................................................................................................97
12.2 Enter & Price Site Instruction # 1...............................................................................................................98
12.3 Valuation reports........................................................................................................................................... 102
iv.
Candy Post tender Advanced Course Introduction
Chapter 1. Introduction
1.1 Introduction
This course has been compiled to assist Post tender Users to :-
• Determine how much time to be allocated to working on the job before going to site
• Identify possible problems with the tender
• Balance the job back to the signed contract document
• Identify and deal with possible problems with the bill
• To obtain information for better buying
• Re-model the job and take into account better buying and better production
• Introduce allowable omitted by accident from the tender
• Allocate accounting codes for cost reconciliation
• Set up the job for entering progress
• Input progress quantities
• Input variation items
• Set up Sub-contract liability documents
• Set up a Forecast budget
1.
Candy Construction Estimating and Valuations User Interface
2.
Chapter 2. Starting Up
2.1 Starting Candy
Start the System from the windows desktop by double clicking on the Candy shortcut.
Complete the user Login with your User Name, Initials and Company name.
2.2 Company Manager
This is the top level menu in the system where a maximum of 24 companies may be created.
For example, if you are tendering in a joint venture with another firm, you can create a brand new
company for that bid.
To select a company, position the cursor on the required company and use Enter or Double click.
3.
2.3 Create a New Company
Do this
Click the Company > New > Company menu.
Edit the company name to read “CCS Training Company”, click .
Note: You may enter a Company Code and a Password for your company
4.
The company “CCS Training Company” has now been created.
2.4 Job Manager

Double click on the “CCS Training Company” to access the Jobs in the company.
The job manager generates a new header and new job automatically. You may create up to 99
jobs within a company that may be copied, renamed, deleted and backed up using the Job menu
or using the Right-click Menu.
5.
2.5 Create a new Job

Do This
Click the Job > New Job menu.
Edit the job name to read “Waste Water Treatment Works” and then click
Note: You may designate a Job Code and Password for your job
Open the job by double clicking on the job or by clicking
6.
2.6 Recover the CCS Demo Job
From the Job Manager click Job > Backup/recover job > Recover into a NEW job > from file
Recover the Ventshaft and Substation Contract using the following directory on the Candy
Installation CD <CD Drive>/FSCOMMAND/Demo Jobs/Ventshaft and Substation Contract
7.
Click to confirm
Click on to access the Ventshaft and Substation Contract
8.
2.7 System Registration

To use Candy, the system must be registered with CCS.
If your system has not been registered, the system registration dialogue box will be displayed as a
broken key.
The registration process is completed telephonically using a set of unlocking codes.
If the system has been registered the job selector will be displayed.
CCS will allow prospective clients a free trail licence to assess the software.
Please contact the nearest CCS office:

South Africa
Tel: 086-11-CANDY (RSA only)
Tel: +27 11 455 1342 (International)
Australia
Brisbane: +61 7 5545 1857
New Zealand
Auckland: +64 212 833 822
Portugal
Lisbon:+351 (91) 724 1305
Porto:+351 (91) 861 9171
United Arab Emirates (Dubai)
Dubai: +971 4 2676115/2676490
United Kingdom Bournemouth: +44 (1202) 582 653
Glasgow: +44 (1505) 506 118
9.
10.
Chapter 3. Candy User Interface
Candy Button System Toolbar Title Bar Application Tab Candy Version
General Toolbar Application Menu Application Toolbar General Menu Customise Toolbar
The Candy user interface consists of four main sections namely: Title bar, Application Tabs,
Application Menus & Toolbars.
3.1 Candy Navigation
Candy button To select the job manager, system settings and to exit the
software
System toolbar Job manager and system settings toolbar buttons
Title Bar Displays the company and job you are working in
Displays the software version installed on the computer and
Candy version
displays the system information
Application tabs To select the Various Candy applications
Application menu Displays the menus of the application selected
General menu Menu for Utilities & Help including telephone list, daily dairies,
card games, help files, licence registration, support information
& a website link to Update the Candy version
General toolbar Displays general tool buttons for use on all applications
Application toolbar Displays shortcuts specific to the application selected. This tool
bar changes when a different application tab is selected
To select the toolbar buttons displayed on the different
Customise Toolbar
toolbars
11.
3.2 Document Navigation

Do this
To add the Standard Bill of Quantities Document to the Document Manager click on
Documents>Estimating Documents then click and Select 1.1 Standard Bill of Quantities
and confirm then click to open the document.
Document Title Document Menu Document Toolbar Split Screen Buttons
Column
Escape Selector
Select all
records
Record
Selector
Page Navigation
Buttons Function Buttons
Document Title The name of the document

Split screen Resizes the document to the top or bottom half of the screen.
buttons
Escape Go back to the previous menu.
Document menu The menus available for this document
Document toolbar Tool buttons for larger or smaller screen fonts, line deletion, find
& replace, export to Excel and print screen.
Select all records Selects all records in the Bill of Quantities.
Function Buttons These buttons relate to the function keys on the keyboard.
Namely; Calculate (F12), Worksheet (F11) and Go to Page (F10).
NB: If the rates and heading totals require re-calculation, click
the red calculate button.
Record selector Selects the entire record. Right click to display the record menu
Column Selector Selects the entire column. Right click to display the column menu
Page Navigation Scrolls between different pages namely; first page, previous
Buttons page, next page and last page of the bill.
12.
3.3 Right click menu functions

The menu functions in Candy are context sensitive; therefore, specific tasks can be performed
directly on the documents cell, record, or column by right clicking for additional options.
In a cell:
In a record selector:
13.
In a selected column:
3.4 Customising the System
The (yellow gear) icon (or right-clicking on the Candy desktop, enables desktop
customisation.
Fonts
Change the font, style and size for various areas of the system. You may find that the view is
limited in a document, for example the Bill of Quantities, and may need to adjust your fonts later.
14.
Documents
Colours can be selected for cursors and input fields on documents and level headings.
Tool buttons
Frequently used shorcuts keys can be activated here by applying ticks or removing ticks
Do this:
Select utilities tool buttons to activate the system tools
15.
Folders and Paths

This sheet holds various folder paths used by Candy. The paths may be entered manually or
located by using the Browse button.
The Candy system can be configured on the network by setting up the folders and paths. The
following paths can be set as below:-
Common backups – to set the path to the Common folder used by all the users wishing to backup
data on the organisation’s network. (The backed up data can be recovered by other users)
Archived backups - to set the path to the Archived folder for the individual user wishing to
backup data on the organisation’s network. (The backed up data can only be recovered by the
individual user)
Candy network masters – To set the path for a master network company enabling users to access
the master library job centrally
Microsoft Excel - the path pointing to Excel for exporting Candy data directly to Excel.
16.
3.5 Keystrokes, Icons and Mouse Functions

Mouse Functions
Note: This table assumes that the mouse buttons are configured for a right-handed user.
Mouse action Function

Left-click On an Active Document - moves the cursor line to and positions the editing
cursor at the mouse pointer. On an Inactive Document - Turns the document
Active and acts as above.
Right-click On an Active Document calls up the context menu.
Double Click Fetch another document, i.e.: Double Click on a Nett Rate calls up the
Worksheet.
Row Record Select a line of data for Dragging and Dropping.
+Left-click
Row Record Marks the Start and End of a Range of records for Dragging and Dropping.
Shift+Left-click
Alt+Left-click Set an Alternate document.
Keystrokes
This is a list of the Editing and Cursor Movement Keystrokes, with a brief explanation of the
function, and the equivalent Icon if available.
Note: Normal Windows shortcut keys can be used e.g. Ctrl C – Copy, Ctrl V – Paste etc.
Shift+Esc(ape) Returns to the job selector
Esc(ape) Returns to the previous menu
Ctrl+Tab Moves the document currently on top to behind all other documents.
Ctrl+Insert Inserts a new line at the cursor position
Ctrl+Del Deletes the current line at the cursor
Tab Moves the cursor forward to the next Field. Shift+Tab moves the cursor
backwards.
Home Moves the cursor to beginning of the field
End Moves the cursor to the end of the field
Ctrl + > Move to the next page
Ctrl + < Move to the previous page
17.
Ctrl+Page Up Takes you to the first line of the first page of a document
Ctrl+Page Down Takes you to the first line of the last page of a document
Ctrl+Enter Split the line at the cursor position
Backspace Deletes one character at a time
Ctrl+Backspace Deletes one word at a time
Ctrl+Left-arrow Bubble Up - move the current line up
Ctrl+Right-arrow Bubble Down - move the current line down
Ctrl+Up-arrow Collapse level headings (to hide all text under headings)
Ctrl+Down-arrow Expand level headings (to show all text under headings)
Shift+Ctrl+Down- Opens all sub headings within the cursor position heading
arrow
Shift+Ctrl+Up- Closes all sub headings within the cursor position heading
arrow
Ctrl+Space Bar Open all headings completely
Shift+Ctrl+Space Close all headings completely
Bar
Ctrl+R Pick Up the current Line
Shift+Ctrl+R Drop (insert) Lines picked up using Ctrl+R at the current line
(Ctrl+D)
Ctrl+U Turn current line to UPPERCASE letters
Ctrl+L Turn current line to lowercase letters
Ctrl+T Turn current word to Sentence case
Ctrl+K Copy the Field above
Ctrl+J Copy the Field above and moves cursor down one line
Alt+Del Close the active Document.
Shift+Alt+Del Close All Documents.
Ctrl+Z Undo.
Note: As soon as the cursor is moved off the line, the line is stored
and the undo button will not function
18.
Quantity Surveyor Workshop Post Tender Control
Chapter 4. Post Tender Control
The estimate created in Candy Estimating at tender stage by the tender department can be used by
the Site Team. Once the estimate is received, some checks should be done to prepare it for Post
Tender use.
Recover the estimate and do the following Checks.
4.1 Job Information
Certain useful information like the Contract Value and Job Size can be viewed.
Trade Totals Display
Do this:
Choose the Valuations application tab.
The job total by trade can be displayed by clicking the (Trade Totals) icon.
Select the Bill Quantity
Select Nett rates
The Nett Trade Summary is shown.
19.
The Gross Trade Total and Selling Trade Total can be displayed using the same icon and
selecting the appropriate rate.
Confidence Check
The Confidence check will list the following:-
Check for Unpriced items
Plug, split and worksheet pricing. If items are plug or split this means the Quantity Surveyor
will have to build up worksheets so he can have resource based control
Gross/Sell balance show possible front end loading and under/over measures
Provisional resources - possible rate has not been checked
Resources x-master - possible old rate

No or zero selling rate - possible problem
Individual markup - possible over/under measure/ front end loading.
Do this:
In the Trade Totals Display click Confidence check
Select Perform full error check with report
20.
Job Size Display
Gives an overall listing of the job and is an important indicator for the time factor allocated to the
job.
Do this:
Click Check & Review > Job Size Display
21.
4.2 Selling Rate
At Tender Stage the: Nett Rate + Applied Mark Up = Gross Rate
There is a third rate available in Candy called Selling Rate. The selling rate is an additional rate
column that contains the contractual rate. Adjusting the nett or Applied Mark Up will not affect the
selling rates.
Therefore, for Post Tender Stage the: Nett Rate + Calculated Mark Up = Selling Rate
The selling is a fixed contractual rate by adjusting the Nett (job remodelling) the Calculated Mark
Up will change.
To control the job better we must ensure the job contains a selling rate. The confidence check
shows 17 items do not have a selling rate therefore, the selling rate must be entered
or we can copy the Selling rate from Gross rate.
Do this:
Open the Document Manager by choosing Documents > Valuation Bill documents.
22.
Now open this document 1.1 Gross to Sell Bill
Note the selling rate column on the right side of the document. At Tender Stage the job was
priced and the Mark up was applied, the selling rates can now be established by copying the Gross
rate.
Right-click in the selling rate column header,

select Copy > Copy Selling rates from
Gross.
Check the option to lock selling rates after copy and click
OK…
…and confirm the message.
23.
Note the selling rates are displayed next to each bill item.
NB:- Check the selling amount balances back to the signed contract document.
4.3 Balance the job back to the signed contract documents

Do this:
Trade Totals
Selling Trade total can be displayed by clicking icon.
Page Total Report
Click on the Reports >Valuation Reports Manager, (or ), to open the Report Manager
Click the New button to open

the list of template documents
Select 11.6 Page Total

and confirm.
24.
This report is added to the Report Manager.
Click Print report and select Selling and select Bill quantity.
The page total can be balanced back to the hard copy.
Unlock & Lock the Selling Rate
If the totals do not balance then go back to the problem bill page and check the selling rate of
each bill item on that page.
Now open this document 1.2 Selling Bill of Quantities
25.
The indicator in the selling rate column indicates that the rate is locked. To fix the rate
we must first unlock it.
Right click on the selling rate and select Lock/Unlock > Unlock selling rate.
4.4 Check and review reports
Reports can be printed to assist in the accuracy of your job.
Do this:
Click on the Reports >Valuation Reports Manager, (or ), to open the Report Manager
Page/ Item Checksum Report
Click the New button to open the list of template documents. Select 11.1 Page Checksums
and confirm.
The quantity column is added ignoring the units and the bill document quantity column is added
up, this checks that Quantities have not been entered into Candy incorrectly. This check is Normally
completed at estimating stage.
26.
Pricing Check Report
Select all price codes and select priced in plug and priced in split.
Note:- unused Priced codes should be deleted before printing this report.
Gross/Sell Balance
Click the New button to open the list of template documents. Select 11.4 Gross/Selling Balance
and confirm.
This report lists any Price Codes where there is a difference between the gross and selling rates.
Gross / Sell balance Shows the difference between the Gross and Selling rate, indicates possible
front end loading and under /over measures.
Cross reference
Different cross reference can be done.
Select Resources in Complexes & Pricing codes.
Resource cross reference Lists the resources and in which worksheets resources have been used.
Should the user change a resource rate, this report lists which worksheets would be affected.
Select Variables used in worksheet
Global variables are defined centrally. Reference whenever a Global variable is used on a
worksheet in square brackets, the value of the global variable is substituted. This report lists the
worksheet where the global variables have been used
27.
Price code quantity analysis
Lists the number of occurrences of a price code and the quantity of each occurrence. If the Price
code E100 has been used with a quantity of 5000, 5, 10000, it is likely that the first and last
occurrence plant would be used due to the big quantities needed for excavation. . The middle
occurrence labour should be used due to the small quantity. The middle item should be changed
and a new worksheet introduced to suit the item.
Worksheet calc line check
Checks for mistakes on worksheet calculation lines. If there is a space between +5%waste then the
wastage report would be incorrect. If *CONC] is used instead of *[CONC] the first occurrence
would be seen as a comment and not a variable if 1.O9 is used instead of 1.09 then 1.00 instead of
1.09 will be used on the calculation line. Ensure accuracy at all times.
Provisional Worksheets
At tender stage the estimator may mark worksheets, resources and bill items as provisional. Locate
the provisional worksheets, resources and bill items.
Click the New button to open the list of template documents. Select 11.3 Provisional Listings
and confirm.
Value Analysis
80/20 rule of thumb, identify which items contain the value and which items should be
concentrated on at pre and post tender stage.
From Estimating report manager. open report heading Analysis reports and select report Value
Analysis.
28.
4.5 Resource Checks
Resources can be checked for potential problems like provisional rates or outdated rates.
Resource List with Date
Do this
Open the Resource Document Manager by choosing Documents > Resource documents.
Click the New button to open the list of

template documents.
Select 1.1 Resource List

and confirm.
Right click on 1.1 Resource List select rename

document and rename it to 1.1a Resource list with Date
Click Customise to customise the columns and add

the column 4.3 Date and initials of Last Change
and confirm.
29.
Open the document 1.1a Resource list with Date. Look for resources that have old dates and
check the rates.
Provisional resources: The indicator or the filter can be used to find resources that
where marked as provisional.
Column Filter
Right click on the Final rate column select

Filter > Provisional Resources
30.
Quantity Surveyor Workshop Value Engineering
Chapter 5. Value Engineering or Re-modelling
The site team can now re-visit each of the worksheets and adjust the productions to what they will
be achieved on site. Plug rates and split rates must also be converted to Worksheets. Macro price
code must also be exploded so that progress quantities may be entered.
5.1 Price Plug and Split Rate items to Worksheets
The pricing check report printed earlier listed Items 1/A as a Plug Rate and Item 1/B as a Split Rate.
To control your allowable the plug rate and split rate must be priced using worksheets.
5.2 Remodelling the job
Remodelling the job, the site teams looks at the allowable. Better buying, better S/C rates are
taken into account and the site team agrees on the productions in the worksheets. By doing this,
the site team takes ownership of the tender and any losses can not be blamed on the estimating
department. By remodelling, the site team could have more financial gain with productivity and
innovation making a profit from better buying.
Adjusting the nett or markup will not affect the selling rate. At post tender only the Nett +
Calculated Markup = Selling.
Let’s assume the site team will purchase diesel for 2.5/ Litre instead of 3.00/ Litre.
Resource List
Open resource document 1.4 Utilisation and value – billed quantity
Adjust the diesel rate accordingly and click Calculate
31.
Note that the Diesel allowable decreases from 1474.68 to 1228.90 representing a buying saving of
245.78.
Trade Totals Display
Do a Trade Totals Display on Nett at 3.00/Ltr of Diesel.
Do a Trade Totals Display on Nett at 2.50/Ltr of Diesel.
Original Nett Amount – New Nett Amount = (277,176.80 – 276,931.80) = 245.00 Saving
Original Material Nett Amount – New Material Nett Amount = (109,940.00 – 109,695.00) = 245.00
Saving
Now return to page one of the Bill of Quantities
Do this:
Open document 1.1 Gross to Sell Bill
32.
Notice that the Nett and Gross rates for Items G and H have reduced as these items use the
cheaper diesel in their make-up. The Selling rates remained fixed and the calculated mark-up has
increased in relation to the Selling.
5.3 Explode Macros

Macro Price codes are ideal for the estimator to price but are not suitable for the site team to
progress against. For example progressing 50% of the Manhole will generated 50% allowable for
Excavations, Concrete, Brickwork etc. The solution to this problem is to explode Macro Price codes
so that Excavations, Concrete, Brickwork may be progressed against.
Do this:
Open document 2.5 Variation Pricing
Right click on the price code column header and select Explode Macro Price codes
33.
Note: The additional Internal Items were added below Item I. Internal Items only have a nett rate
and no Selling rate. Internal items are marked with an “I” in the attributes column and therefore will
not be printed on the Interim Payment claim to the client. Item I is the external item and therefore
only has a selling and no Nett rate.
34.
Quantity Surveyor Workshop Summarising Resources into Cost and Group Codes
Chapter 6. Summarising Resources into Cost and Group

Codes
The Quantity Surveyor is going to require the total amount of money to be spent against each
accounting code to reconcile the budget to date back to the costs generated from the accounting
system. The Cost Code is used to summarise the resources into Cost codes.
Similarly, the estimator would require the total amount of money to be spent with a particular
supplier to negotiate the best possible bulk discount. Therefore, group the resources into their
supplier codes to print out the value to be spent with each supplier. Group Codes are used to
summarise the resources into the supplier codes.
6.1 Resource list
The resource group and cost code must be displayed to allocate the codes to the resource.
Resource Document 1.5 Resource Group and Cost code allocation displays both group and cost
code columns.
Do this:
Open the resource document manager
Resource document 1.5 Resource Group and Cost code allocation is available as a template
document.
Add a new template document by clicking on New
35.
Select 1.5 Resource Group and Cost code allocation and
Open resource document 1.5 Resource Group and Cost code allocation
Cost Code
The cost code in Candy must be the same as your accounting ledger code. The site team must
ensure that all the simple resources have a cost code and the correct Cost code has been allocated
to the simple resources. The money is summarised into the cost codes for cost control.
Group Code
The group code is used for supplier control. The money is summarised into the supplier code and
it can be established how much money will be spent on a supplier which is useful to negotiate a
better rate.
36.
6.2 Defining the Cost and Group codes
The Group and Cost codes must be defined before allocating them to the resources.
Do this:
Click on the to access the definitions and enter the following Cost and Group Codes.
Choose 4.1 Resource Cost codes (with)
Choose 4.2 Resource Group codes
Click OK to close the Definitions
6.3 Allocating the Cost and Group codes to the resources
Return to the resource list and allocate the Cost and Group codes to the various resources. Cost
and Group codes should only be applied to Simple resources, those resources that are bought and
are defined with a letter in the resource type column i.e. M for Material, P for Plant. Applying a cost
code to a complex resource such as 310 Cat 215 Excavator (Wet) would be incorrect as the cost
would be captured against cost codes 360 and 401 representing the cost codes for plant and fuel
respectively.
Filter Simple Resources
To make it easier to allocate cost and group codes to simple resources use the filter facility shown
below.
Do this:
37.
Click Hide reject to view only the simple resources.
Allocate codes using double click
Double click in the Group code column for resource code 510 - 20/19 Mpa RMC
Select ABC Concrete Suppliers and confirm.
Do the same for resource code 520 - 25/19 Mpa RMC
38.
Allocate codes using the right-click menu

Right click on Diesel and allocate Cost code 401
The filtered simple resources are currently being viewed.

Click Abandon to view the entire resource list.
6.4 Resource Analysis Reports
Valuation resource Analysis with Group code summary

The Cost and Group code summary is available in the Valuation resource Analysis (70) report.
Do this:
Open the Valuation report manager
39.
Duplicate the Valuation resource Analysis (70) report by right-clicking on it and selecting
Duplicate Report. Rename the report to Valuation Resource Analysis with Group summary.
Click Customise.
In the Summary part of the Bill Resource Analysis

dialog, select Group Code.
Click OK .
Select Bill Quantity in the little menu, and confirm.
Now print the report and preview the report.
Page 1 reflects all the complex resources
40.
Page 2 reflects all the simple resources
…and Page 3 is the Group Summary

The Group summary can be viewed at the bottom of the report. The value of 108 465.00 is to be
spent on ABC Concrete Suppliers. The Undefined Resource Group of 145 463.42 represents those
resources that do not have a group code allocated.
41.
Valuation resource analysis with Cost code summary
Do this:
Duplicate the Valuation Resource Analysis with Group code summary report and rename it to
Valuation Resource Analysis with Cost code summary.
Click Customise and select Cost Code as the Summary
Click OK, select Bill Quantity and confirm.
Now print the report and preview the report.

Page 1 reflects all the complex resources
Page 2 reflects all the simple resources. Note that all simple resources should have a Cost Code
allocated.
42.
…and Page 3 is the Cost Summary
Note that plug and split rate totals are printed separately. It is impossible to allocate Cost codes to
Split and Plug rates, therefore, Split and Plug rates are considered bad practice. There is no
Undefined Class codes, therefore, all simple resources have a Cost code allocated.
Cost and Group Code Audit Reports
Analysis by Group/Cost report

This report will list those resources that contribute to a particular cost code. The Analysis by
Group/Cost report is available as a template report.
Do this:
From the report manager select report Analysis by Group/Cost (72).
Customise the report and select Sort by Cost Code.
43.
Entering a class code in the sieve will print out only those resources that contribute to that
particular cost code. By leaving the sieve blank will analyse all the cost codes.
Tracer report
The Tracer report will list all the bill items that contribute to a particular cost code. The tracer
report is available under the Check and Review Reports heading.
Print the Tracer report and select Cost Codes in the tracer selector.
44.
Type in the cost code 401 and click OK.
45.
Candy Post tender Advanced course Buying Adjustment
46.
Chapter 7. Buying Adjustment
Buying adjustment is a tool developed to help control the Savings. Earlier a saving for diesel and
nett value decreased by 245, therefore, the calculated markup increased by 245.
The buying adjustment allows the storing initial savings and ,therefore, able to use it for future
unforeseen costs.
Diesel will be used as an example. Change the Diesel resource rate back to 3.00/Ltr.
7.1 Buying Adjustment Steps
Step 1: Copy Paid from Nett.

It is import to store the original nett rate. The paid rate will be used as a reference for the original
Nett rate.
Do This
Open Valuation Document manager. Copy document 1.2 Selling Bill of Quantities and rename it
to 1.2a Buying adjustment (Paid = Original Nett)
Click Customise and add 4.7 Paid Rate column
47.
Right click in the paid rate column header and select Copy > Copy paid from Nett
Step 2: Change the Resource Rate

Lets change the Diesel rate to 2.5/Ltr to reflect the saving.
Open the resource document 1.4 Utilisation and value- billed quantity
Click Documents > Resource Documents > 1.4 Utilisation and value- billed quantity
Step 3: Create a resource called Adjustment

In the resource document add a new resource “M - 1000 - Adjustment - Sum – 1”
48.
Step 4: Buying Adjustment

Click Advanced > Buying Adjustment
Type the Buying adjustment resource code “1000”

And confirm
7.2 View the Buying adjustment
Resource document
Open the resource document 1.4 Utilisation and value- billed quantity
49.
XREF Resources
The XREF resource facility helps to trace where the resource has been used in the Bill.
Do This
Right click on the resources code “1000” select > XREF Resources > Xref resources in bill items
Click Goto to go to the Item on the Bill.
Click Worksheet to view the bill items worksheet.
Notice the new Adjustment calculation.
50.
Candy Post tender Advanced course Controlling Labour and Plant using Task Codes
Chapter 8. Controlling Labour and Plant using Task Codes
The Cost Code provides resource-based control for managing fixed resources such as Materials.
The Cost Code will provide limited control to productive resources such as Plant and Labour but is
not ideal. The engineering site staff will require the Labour and Plant allowable in more detail
typically the allowable per Task completed on site.
CCS provides a simple method of summarising the Bill items into Tasks. The allowable for each bill
item is broken down into the various Resource Types, so immediately there is the Labour and Plant
allowable for each Task, the exact information required to control the productive resources.
The Task Code is used to implement Functional Control on the Job. The Task Code summarises bill
items into categories of Function or Activity.
The key is to summarise items with similar production, e.g. bulk earthworks items would be
summarised separately to hand excavation. Machines for bulk earthworks and labour for hand
excavation would be used.
By summarising items with like production and are summarising items with like resources and,
therefore, like cost sensitivity. If the machine is not being used effectively, it is costing a lot more
than if labour is not being productive. There would be different controls on plant versus labour.
8.1 Defining the Task codes

The task codes must be defined before allocating them to the Bill items.
Do this:
Open the Definitions and enter the
following Task codes.
Task codes may be summarised into Task code headings. The level column represents the heading
level from level 9 to level 1. Therefore, the Earthworks Tasks of Clear site and Excavation may be
summarised into the level 1 heading Earthworks. Note the m2 quantity of Clear site must be
factorised by 0.10 to calculate the m2 to m3.
The task code accumulates the amount of money and quantity; therefore, each task code must
have a unit.
51.
8.2 Task code allocation
16.2 a Create a new document containing the task code columns
Do this:
Open the Bill Document Manager, click on New to add a new template document 1.1 Bill of
Quantities.
Rename the new document to 1.1 Bill of Quantities with Task code allocation.
Click Customise and add the following task code columns.
52.
Click OK.
Allocate the Task Codes
Do this:
Open document 1.1 Bill of Quantities with Task code allocation and allocate the following task
codes to the bill items.
53.
The Task Code accumulates the amount of Money and Quantity, the Task Factor column is used to
determine the quantity to be added together for each Task code. If the unit of the Bill item is the
same as the Task code then a factor of one is used.
There may be instances where the unit of measure of the bill item may be different to the unit of
measure of the Task Code.
For example, there may be a bill item measured in linear metres of formwork, yet the bill item has a
Task Code with a unit of measurement of m2 so a Task factor to factorise the Lm to m2 is applied.
By using a Task factor of 0, the money will be included but not the quantity, for example, the cost
of wood float finish could be added to Task Code Concrete in Ground Slabs but only the quantity
54.
of the Concrete in Ground Slabs is required and not the quantity of the wood float finish. Allocate
Task codes and factors to each of the bill items.
55.
8.3 Task code analysis
Price Plug rate to a least a Split rate

To calculate the Task Code summary no plug rate items may exist in the job. Page 1/ Item A Clear
site was priced in Plug rate, so the plug rate must at least be converted to a Split rate.
Do this:
Open document 1.2 Split Bill of Quantities - Nett and enter 10 in the plant resource type column
for Page 1/ Item A to convert the pricing of this item from a plug rate to a split rate.
Click Yes
On-screen Task code analysis

Do an on-screen task analysis, click Finalisation > Job analysis > Job analysis by Task code.
56.
Select document 00 JOB: PROJECT ANALYSIS CODES
Update the values by clicking on Update Codes
Click Yes
Click OK
57.
Note that the Total Quantity, Amount and derived rate is calculated for each Task Code. When
finalising a tender, if the derived rate is much lower or higher compared to previous tenders, then
relevant items can be investigated for possible errors in the pricing worksheets.
The total allowable for Labour is calculated for each Task Code, i.e. The Labour allowable for
placing concrete in Foundations is 2948.00. Once progress quantities have been entered for each
bill item, the total Labour allowable amount for each Task code is calculated and should be
reconciled back to the total Labour cost for each Task code.
Clicking the Split Rates or Split Amounts toggles between displaying split rates and split amounts
for each of the Task Codes.
Note the derived Labour rate to place 1m3 of concrete in Foundations is 14.74 per m3, if the
concrete team on site has poured 10m3 then you should not have spent more than 10 x 14.74 =
147.00 on the Labour team.
The site clerk will allocate the Labour team’s cost to the relevant Task Codes which should be
reconciled to the Labour allowable based on the work that has been completed on site.
A similar approach should be followed to control Plant.
Totals for Task code headings may be displayed by placing the cursor on the heading and pressing
Ctrl-Up and Down Arrow.
58.
8.4 Task code reports
Various Task code reports are available in the Report Manager under Project Code Reports.
Project Codes Report
The project codes report will list the bill items in Task Code order with a total for each Task Code.
Print the Project Codes report.
59.
Select Task code as Primary and none as the secondary and click OK.
Select Bill and summary, Nett rate and Spreadsheet format and click OK.
Page 1 & 2 List the bill items in Task code order
60.
Page 3 Shows the Task code summary
Project Codes Quantity Summary
The Project Codes Quantity Summary report lists the total quantity for each task.
The project code quantity summary report is available in the template reports.
Do this:
From the report manager click New and select report 11.5 Project Codes Quantity Summary.
Print the report.
61.
Project Codes Resource analysis

A complete resource analysis for each Task code may be printed with totals for each Cost code per
Task code.
Do this:
Print the Project Codes Resource Analysis.
Select Analyse complexes to level 9, Print codes separately and Summary by Cost Code.
62.
Page 1 - 10: Lists the resource analysis per Task and the Cost code summary per Task
63.
64.
Candy Construction Estimating and Valuations Forecasting the BOQ Using Candy Planning
Chapter 9. Forecasting the BOQ using Candy Planning
Bill items in the B.O.Q can be linked to the activities in a program. Once the link is established, a
time-based forecast of cost, value, resources or quantities from Candy Estimating can be analysed
using the facilities in Candy Planning.
The simplest approach to link the bill to the program is to use the Bill of Quantities to when
creating the Program. The Bill section headings are imported as activities into the Candy Planning
and the Bill items in the section are linked to these activities. A well-structured Bill of Quantities
provide a good platform to create the program. After the creation stage, it is a normal program
and can be adjusted as required.
9.1 Candy Planning Program Manager
Do this:
Change the application tab to Planning.
Choose Main > Program Manager.
65.
Many programs can exist in one Candy job. The Program Manager is used to easily structure and
manage your programs. The Program Manager makes it easy to create new programs and is the
entry point for existing programs. Programs can also be copied, customised, backed up or
recovered.
66.
9.2 Create a new Program
Click and enter the following information and confirm.
Now select the Tender Program by clicking on .
67.
9.3 Create program activities using the Bill of Quantities

Do this:
Choose Documents > Planning Documents or click on .
Select document 1.1 Standard Barchart. This layout shows the Activity number, Activity
Description, Duration and the Barchart.
To import the Bill items, click on the document menu Estimate > Import estimate bill.
68.
We will create activities using the Bill of Quantities section headings. A typical Bill has too much
detail for each bill item to be an activity so rather import the headings above bill items and click
.
Notice each Bill section heading is used to create a dummy activity of 5-day duration.
9.4 Draw your program
Do this:
Change the duration of each of the activities by clicking to the right of the activity, hold the left
mouse button down and increase the activity duration. Clicking to the left of the activity allows the
user to change the starting position of each activity.
69.
Adjust the % offsets
Do this:
Change the application tab to Forecasting
Click on to open the Forecasting Document Manager and select Tender Program from the
Program Selector. Open document 3.2 Activities with BOQ Allocations. Each activity is displayed
with the Bill of Quantities item that has been allocated to the activity. The black bar within the red
bar demonstrates where over the activity the bill item has been allocated.
Offset the spread of the Bill items on page 1 over activity A000 Excavation by clicking within the
activity and dragging the black allocation bar to following positions.
70.
9.5 B.O.Q with Budget Forecast

Do this:
Click on to open the Forecasting Document Manager and select document 4.1 BOQ with
Budget Forecast
The forecast B.O.Q Nett amounts are displayed across the program time.
71.
9.6 Resource usage forecast

The resource usage forecast document is available as a template document.
Do this:
Click on to open the Forecasting Document Manager and select document 4.3 BOQ with
Resource Usage Forecast
The resource forecast per bill item is shown is this document. Item 1/A & 1/B Have been priced
using split rates and therefore do not have any resource usage forecast information.
72.
9.7 Cost code budget

A budget forecast can be analysed against cost codes. The cost code budget document is available
as a template document.
Do this:
Click on to open the Forecasting Document Manager and select document 4.5 Cost Code
Budget
Click to view the totals.
and to confirm.
and to confirm.
73.
9.8 Resource Histogram

Do this:
Click on to open the Forecasting Document Manager and select document 2.1 Standard
Barchart
Click on the Histogram > Estimate resources document menu.
Select 200 Unskilled Labour (etc) using the and confirm.
74.
The Unskilled Labour histogram is displayed.
Now change the duration for the concrete work to 5 days and calculate the program then redo the
Unskilled Labour histogram
The histogram type can be changed to show daily or cumulative values.

Choose Histogram > Histogram type from the document menus.
75.
Select Plot cumulative values and confirm.
Place your cursor at the end of the curve and the total usage of 5 784.15 Hours for the unskilled
labour is shown on the bottom left of the document.
76.
Candy Post tender Advanced Course Valuations
Chapter 10. Valuations
The Candy Valuations is used for the post tender stage of a project. The Bill of Quantities created in
Candy Estimating is available in Candy Valuations, the difference between Estimating and
Valuations is the extra Valuation quantity columns, Valuation layouts and the Valuation reports.
Do this:
Choose the Valuations application tab.
10.1 Valuation Setup

The initial Valuation and every Valuation thereafter commences at the Valuation Setup process
listed below:
Step 1: Duplicate & Rename the Job
Step 2: Valuation Setup
Step 1: Duplicate and rename the job.

It is good practice to copy the job before entering the new monthly valuation quantities.
Eventually the Q.S will have and electronic copy for each Valuation in Candy, and if required, can
back track to previous valuations.
Do this:
Go to the Job manager, select Waste Water Treatment Works, click on Job in the menu and
select Duplicate job then rename it to Waste Water Treatment Works – Valuation 1
77.
Step 2: Valuation Setup

Open Waste Water Treatment Works – Valuation 1, In Valuations click on the Main menu, select
Valuation setup and click on Setup next valuation.
Setup the Financial Calendar for the project and click .
78.
Enter the Valuation No, Valuation Date and the Valuation Header: Valuation 1 and select the
option to archive previous quantities.
Click
Click to confirm quantity Archive.
Click to confirm set up next valuation.
79.
Valuation Document
Do this:
Click on or Open the Valuation Document Manager Documents > Valuation Document
Manager
Duplicate document 2.2 Primary Valuation Entry & rename it to 2.2a Standard Primary
Valuation Entry
Select document 2.2 Primary Valuation Entry Click on to select the columns required in
the Valuation document
80.
Select the required columns as per the above layout and click .
81.
10.2 Primary Valuation Quantities

This document contains the three primary progress quantities available in the system.
Current Actual Quantity - This quantity is used to record how much work has Actually been done
against bill items. Think of it as an Internal quantity.
Current Claimed Quantity - This quantity is used to record how much you are Claiming in an
application for payment. Think of it as an External quantity.
Current Paid Quantity- This quantity is used to record how much the client has paid you.
10.3 Copy the Final quantity from the Bill quantity

The bill quantity will normally be used for the first Final Value projection and as a starting point can
be copied to the Final quantity column. This should be done before entering any valuation
quantities.
Do this:
Right-click on the Final Quantity column header and select
Copy from selected quantity.
82.
Select the Bill Quantity as the source quantity and confirm.
Click
…and .
83.
Adjust the Final Quantities

The final quantity can be adjusted to suit the new final without affecting the billed quantity.
Increase the final quantity for item A and B on Page 1.
84.
Enter the Valuation quantities
Do this:
Page 1:
Entering the Actual quantity automatically updates the claimed and paid quantity columns. The
claimed quantity can be updated to reflect over claims.
Note the percentages are updated as the quantities are entered, alternatively the percentages
could be entered which would then generate the quantities.
Page 2:
Progress the all metalwork items to 20% using the Actual % Bill column.
85.
Page 2:
Update the claimed quantity by typing in the quantities in the Current Claimed quantity column.
Page 3:
Progress the concrete item.
86.
10.4 Valuation Report Manager

Print the following Valuation reports from the Valuation Report Manager
Interim Payment Claim report

The Interim Payment Claim is always based on Claimed Quantity and can only be based on the
Gross and Selling rate.
Do this:
Click on to access the Valuations Job Manager , double click on Valuation Bills and select
Interim Payment Claim, click .
Select the following options then click .
87.
Valuation Listings report

The Valuation Listings report can be based on any Valuation Quantity and can be based on the
Nett, Gross or Selling rate.
Do this:
Return to the Valuation Document Manager and select Valuation Listings Report then select
and
Select the following options and click .
88.
Select Actual Quantity
89.
Valuation Resource Analysis report

The Valuation Resource Analysis can be based on any Valuation quantity. Printing this report on
Actual Quantity will list the resource and cost allowable to date.
Do this:
Return to the Valuation Document Manager and double click on Resource Analysis Reports and
select Valuation Resource Analysis report then select and
Select the following options and click
…and select Actual Quantity
90.
Project Codes Resource Analysis report

This report prints the Resource Analysis split into the Task codes. Printing this report on Actual
Quantity will list the resource and cost allowable to date per Task code.
Do this:
Return to the Valuation Document Manager and double click on Project Codes Reports and click
on Project Codes Analysis report then select and
Select the following options…
…and choose Actual Quantity
91.
Choose Task code as the Primary code and None as Secondary.
Click .
92.
10.5 Valuation Trade Total Display

Trade summary can be based on any Valuation Quantity and Rate.
Do this:
Click on the tool button select Actual Quantity and select Nett rate.
93.
Candy Post tender Advanced Course Cost Allowable Comparison
94.
Chapter 11. Cost Allowable Comparison
The allowable data generated in Candy can be exported to an external file to allow the user the
flexibility to use the data in the company’s respective accounting software.
11.1 Allowable data

Do this
In Valuations click > Cost- allowable comparison
Select the required download configuration.
95.
Click Recalc allowable to ensure the allowable is updated.
11.2 Export the Data to an External file
The data can now be exported

Click Import/Export to dump the data to an external file.
Select Export to Excel
96.
Candy Post tender Advanced Course Practical
Chapter 12. Practical

Overview
This Practical consists of Three Exercises.
1. Progress existing bill items for Valuation # 2 of Waste Water Treatment works.
2. Pricing Site Instruction # 1 consisting of additional piping.
3. Printing the client certificate and internal reports to control the jobs Allowables.
12.1 Enter Valuation #2 Quantities

Setup next Valuation #2 for Waste Water Treatment Works and progress the quantities as follows:
a) Excavations and Concrete items as complete.
b) Metalwork items as 80% Complete.
• Remember to copy the job before setting up next valuation.
97.
12.2 Enter & Price Site Instruction # 1
SITE INSTRUCTION # 1
A) Install 100 metres of new 110mm Diameter u PVC pipe connecting new manhole to existing
manhole.
The client has issued Site Instruction # 1 for some additional piping. On page 4 of your valuation
bill, enter & price the items for the Site Instruction #1.
Do This
Use document 2.5 Variation Pricing
Define the additional Trade “V” for Site Instructions
Define the additional cost codes
98.
Generate the site instruction items as shown below.
Enter new simple resources and Complex resources as per the list below. Remember to allocate the
cost codes to the new Simple resources.
Price new complex resources 24214 & 3351 as per worksheet shown below.
99.
Complex worksheet 24214
Complex worksheet 3351
Price Items 4/A to 4/C. Remember to first Allocate the Site Instruction Trade “V” before pricing.
Item 4/A – Excavate trench N.E 2M Deep for 110mm upvc Pipe
Item 4/B - Supply, bed and Lay 110mm uPVC pipe laid in Ground
100.
Item 4/C - Backfilling to pipe trench in layers of 150mm compacted to 95% MOD AASHTO using
excavated material
The Items should now have nett rate as per the screen below.
Remember to enter the selling rates. The Interim payment claim to the client will be based on the
selling rate.
101.
Included Site Instruction #1 in your Valuation and Progress the items as complete.
12.3 Valuation reports

Print the following reports
1) Interim Payment Claim
2) Valuation listings based on actual qty and nett rate
3) Resource analysis report based on actual quantity
102.

c401 Post Tender Advanced Course

Uploaded by

Copyright:

Available Formats

c401 Post Tender Advanced Course

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

c401 Post Tender Advanced Course

Uploaded by

Copyright:

Available Formats

What are the main topics covered in the document?

What are the main topics covered in the document?

What steps are involved in setting up a new company and job in Candy?

What steps are involved in setting up a new company and job in Candy?

Candy Post tender Advanced Course

Post Tender Advanced

Chapter 1. Introduction .....................................................................................................................1

Chapter 9. Forecasting the BOQ using Candy Planning ...............................................................65

This course has been compiled to assist Post tender Users to :-

• Identify possible problems with the tender

• Balance the job back to the signed contract document

• Identify and deal with possible problems with the bill

• To obtain information for better buying

• Introduce allowable omitted by accident from the tender

• Allocate accounting codes for cost reconciliation

• Set up the job for entering progress

• Input progress quantities

• Input variation items

• Set up Sub-contract liability documents

• Set up a Forecast budget

2.2 Company Manager

2.3 Create a New Company

Edit the company name to read “CCS Training Company”, click .

The company “CCS Training Company” has now been created.

2.4 Job Manager

2.5 Create a new Job

Open the job by double clicking on the job or by clicking

2.6 Recover the CCS Demo Job

Click on to access the Ventshaft and Substation Contract

2.7 System Registration

The registration process is completed telephonically using a set of unlocking codes.

Please contact the nearest CCS office:

Chapter 3. Candy User Interface

3.1 Candy Navigation

3.2 Document Navigation

Document Title Document Menu Document Toolbar Split Screen Buttons

Document Title The name of the document

3.3 Right click menu functions

3.4 Customising the System

Select utilities tool buttons to activate the system tools

Folders and Paths

3.5 Keystrokes, Icons and Mouse Functions

Mouse action Function

Shift+Esc(ape) Returns to the job selector

Esc(ape) Returns to the previous menu

Chapter 4. Post Tender Control

4.1 Job Information

Trade Totals Display

Select the Bill Quantity

Select Nett rates

The Nett Trade Summary is shown.

The Confidence check will list the following:-

Check for Unpriced items

Provisional resources - possible rate has not been checked

Resources x-master - possible old rate

Individual markup - possible over/under measure/ front end loading.

In the Trade Totals Display click Confidence check

Select Perform full error check with report