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The Basics
User Manual
RIB Software AG
Copyright
Copyright
This manual is intended for use as a working document for users of RIB product
families.
The procedures described in this document and the products belonging to them are
the property of RIB Software AG.
We reserve the right to change the information in this document without prior
notice, and the contents pose no obligation to the RIB Software AG. The software
described in this document is provided in conjunction with a licence agreement.
All information is given without warranty. Reproduction or transfer of this document,
or parts of it, is only permitted with the explicit written permission of RIB Software
AG.
With respect to liability for the software described here, please refer to our software
contract conditions.
Published by:
RIB Software AG
Vaihinger Straße 151
70567 Stuttgart-Möhringen Tel.: +49 711 7873-0
Post office box 80 07 80 Fax: +49 711 7873-119
70507 Stuttgart E-Mail: info@rib-software.com
Imprint: http://www.rib-software.com/impressum
Trademark
RIB iTWO®, ARRIBA® (Germany only), RIB|EPC®, RIBTEC® STRATIS®,
DIGIMASS®, TRIMAS®, PONTI® and ZEICON® are registered trademarks of
RIB Software AG. Other product names mentioned in this documentation may be
owned by other trademark holders and are used only for information purposes.
This product contains software that was developed by the Apache Software
Foundation (http://www.apache.org/).
Table of contents
Before you begin... 9
1 Introduction 11
3 Basic principles 13
3.3 Phases 15
4 Surface 17
4.1.4 Taskbar 19
4.3 Configurations 29
4.6 Views 46
5 Project structure 49
5.1.2 Locations 80
5.2 Packages 85
7 Documents 114
8 Filter 118
9 Specification 128
10 Parameters 156
11 Print 158
12 Import/Export 194
14.5 Creating a bill of quantities from the elemental costing and 224
object model
16 Troubleshooting 251
▪ We assume that you are familiar with your computer and its operating system.
▪ The processes described are based on a complete program version with all
licences and administrator rights.
▪ The instructions for the mouse functions are aimed at right-handed individuals.
▪ We recommend our training sessions for effective work. The dates can be
found on our training calendar or on the Internet.
▪ The following icons are used for navigation within the documents:
Icon Meaning
Safety instructions
must be read. They contain warnings which must not be ignored.
Notes
contain important information such as exceptions or special cases.
Working steps
are instructions that should be followed in the given sequence.
Tips
facilitate your work.
Examples
relate to work steps or serve to clarify relationships.
Troubleshooting
deals with a problem and its solution.
Please send any suggestions and wishes regarding our documentation and online
help to the respective hotline.
1 Introduction
This product provides you with a qualified, standard software, based on modules.
Its special features are its planning and billing systems that are oriented towards
values and quantities, comprehensive project and management controlling, as well
as a management information system with meaningful key management data.
The work of those involved in the construction project can be very roughly split into
the areas "planning" and "construction". Both of these groups which are also
referred to as client and contractor or planner and contractor, must put very
different demands on the program systems that you use as the working equipment.
At the same time, more and more work on one side is being performed by
members from the other side (general contractor, construction architect, property
developer, etc.).
This program meets the requirements of a task related, noise free work interface
on the one hand and integral, consistent processing on the other hand.
This product guarantees you integrated project processing, beginning with quantity
determination and cost estimation, enquiry and awarding through tender and
contract processing up to final application and management. This way, AVA,
estimate and construction management can be used throughout an integrated
software solution.
Despite the integrated approach, the modular structure always allows the
customising of individual solutions for all areas of the construction industry.
The phase model supports the overall planning and construction process together
with documentation and archiving functions. It offers very individual configuration
options for personalised system and work settings. Various user groups can be
assigned with functional authorisations and access rights to documents and
projects.
All modules have a common base. They profit from a standard database as well as
standardised operation by all application areas.
3 Basic principles
In this chapter, we want to provide you with the basics.
Desktop
After the program starts, the desktop opens. Open the desktop during the project
editing by clicking on in the bottom right of the screen.
The desktop is the program's "control hub". Here you can start the project editing,
open documents, default settings, etc.
Navigator/Project Explorer
From an optical point of view, the Navigator and Project Explorer are very different
program components, nevertheless having the same purpose. Here are some of
the activities that you execute here:
▪ Create project
▪ Rename Project
▪ Reorganise project
▪ Copy project
▪ Delete project
▪ Export project
Project window
You will be in the project window if you have opened a project. Here are some of
the activities that you execute here:
▪ Create packages
▪ Create documents
▪ Export project
Document window
You are in the document window if you have opened a document like a bill of
quantities in a project. This window offers you special functions in each job area.
Here are some of the activities that you execute here:
▪ Edit document
▪ Print document
▪ Export document
In the Global Settings, you can determine how the program should react in certain
situations for all users and all projects.
You can open these settings as follows:
, Global | Global Settings
User-related settings
You can define settings in the User-related Settings which are then only valid for
this user and only for the current project.
You can open these settings as follows:
, User-related | User-related Settings
Functional authorisations
In the Functional Authorisations, you determine which user can change certain
settings and in which situations this is permitted. You also determine which
functions can be executed by individual users and which cannot. These
authorisations are usually awarded by the administrator.
You can open these settings as follows:
, Global | Functional Authorisations
Basic working techniques are defined in the System and/or User Options.
You can open these settings as follows:
▪ System options:
, Global | System Options
▪ User options:
, User-related | User Options
3.3 Phases
The construction progress changes constantly within a construction project. The
project begins with the enquiry phase, moves to the tender phase, then proceeds
to the award phase, further on to the contract phase and finally to the execution
phase.
These phase changes apply to the entire construction process. If you only consider
the phases of the planner, these are the SP phases Enquiry, Award and Contract.
The contractor, on the other hand, works in the project phases Tender, Contract
and Execution. A general contractor, in turn, works with the project and SP phases,
since he is both the contractor and client (subcontractor) at the same time.
Project phases
Every project is always in one of the three project phases:
▪ Tender (phase 1)
In the tender phase, the contractor prepares his tender. The tender processing
begins with this. The bill of quantities of the potential client contains prices from
various sources e.g. cost planning or estimate.
▪ Contract (Phase 2)
This is the phase in which negotiations take place and bid alternatives are
worked out. The tender estimate is checked for reserves and technical
alternatives are worked out and estimated for price reduction.
▪ Execution (Phase 3)
This is the phase where the contractually defined project is created. In this
phase, a job estimate is created, QTOs are determined and applications are
rendered up to the final application.
a) The negotiation phase does not take place if you are awarded a contract from a public tender in
an award procedure which complies with German VOB. Such projects can be transferred directly
from the tender phase into the construction phase.
b) A new project version is always created when there is a change to another project phase; the
original version is then read-only. Read-only documents can be read but cannot be edited.
2. In the project window, click on Actions | Project | Change Project Phase, in the
navigator click on the context menu command Change Project Phase.
A message appears. Click on OK.
A window opens.
▪ Enquiry
In the enquiry phase, the client drafts a bill of quantities with the work items to
be executed. With this bill of quantities, the client obtains multiple tenders from
potential contractors.
▪ Award
In the award phase, the client creates an evaluation with the tenders of the
potential contractors. The client awards the contract to a bidder.
▪ Contract
In the contract phase, the client verifies the received applications of the
contractors.
Changing an SP phase
4 Surface
This chapter explains the general controls which you will often encounter in the
program.
Change window
Most of the time, you will have multiple windows open and switch back and forth
between them. You are able to see which windows are open in the status bar of
your operating system and on the desktop in the list of opened documents .
Switch to the desired document with a (double) click. The list of opened
documents, which you see on the desktop, can also be opened in the individual
documents with <Ctrl>+<Tab>. Switch to the next document with a mouse click or
<Tab>.
▪ You will find the most important functions of the current job area in the Start
multifunction bar.
You can select a design and adjust it if necessary. The program designs work
independently of the Windows designs.
– Active
Activate this function if the background image is to be visible in the main
window.
– Stretching
Activate this function if the background image should be adjusted to fit the
size of the main window.
If this function is disabled, the background image is displayed in its actual
size in the main window. Small images are placed next to one another like
tiles until the entire window is filled.
Design
Select a design from the list field.
Status bar
The status bar contains current program information. You can hide or display the
status bar.
Multi-function bar 22
The multi-function bar usually consists of several groups, e.g. General. These
groups include the functions that are required for the current program situation.
You can switch between the multi-function bars by simply clicking on the name,
e.g. Start.
The multi-function bars cannot be adjusted. The functions which you always need
can be stored in the quick-start bar.
Quick-access bar
The quick-start bar is usually above the corresponding multi-function bar in the title
bar. It includes functions which you will need regularly.
You can add or change links on the quick-start bar to simplify the navigation. The
quick-start bar can be configured for each job area.
3. All functions are displayed in the left list. The right list contains the functions
that are already included in the quick-start bar.
Double-click to move the individual functions to the other list. Use the arrow
buttons on the far right to change the selection sequence.
4. Click on OK.
The changes are applied immediately.
If you want to move the quick-start bar back to above the multi-function bar,
select the context menu command Display Above Multi-Function Bar.
4.1.4 Taskbar
Opened documents are permanently displayed in the Taskbar as a miniature
display for a quicker navigation. The taskbar is located above the navigator bar.
iTWO taskbar
1 Navigator
2 Taskbar
Each open document is displayed in a tab. If you move the cursor over one of
these tabs, a tool tip is shown with additional information.
If you click on a tab, it takes you to the document.
Click on or select <Ctrl>+<Tab> to open the whole document bar with the
additional corresponding information.
The screen content is often very comprehensive and you will no doubt need other
windows and content on the screen than those supplied as standard. Since every
user has his own ideas of how to divide the screen, we offer you the option to
implement your own ideas.
You can use the screen configuration to show or hide content or whole windows,
and to change the description of the windows, table columns and sequence. You
can also change the display of the content as a docking window or property page.
WARNING
Standard elements
a) Make sure that all element descriptions of the help and documentation relate to the standard
descriptions.
b) If you integrate docking windows into a property page, it is no longer available under View |
Screen Configuration | Docking Window.
3. Once you have made the desired changes, click on Save as. A window opens.
– Directory
From the list Directory, select the System or User Directory.
The screen configurations of the system directory are available to all users,
but only you can use the stored screen configuration of the user directory.
– File name
In the field File name, enter a name.
In this case it is the internally programmed file name; the name which you
would use to call up these settings in the program is awarded in the window
Screen Configuration in the following work step.
4. Click on OK.
Your settings are saved.
5. You are back in the window Screen Configuration. The window title now
contains the name of the settings you have saved.
Now enter an appropriate name in the field Description. This name appears
when you select the screen configuration in the program under View | Screen
Configuration | View.
6. Click on OK.
The settings are applied to the current screen display.
…\Configurations
\Screen
\[Job area]
\1.cfv
\2.cfv
\3.cfv
Move window
You can arrange all docking windows as you wish on the screen. To do so, the
window in question must be fixed in place with and the function View | General |
Fix in place must be deactivated.
Screen configuration_01
General
Alternative Description
The screen configurations are displayed as standard with the file name when a
screen configuration is selected. It may sometimes be useful to separate the
naming from the file name. To do so, enter the alternative name here.
Enter the name which is to appear when you load a screen configuration with View
| Screen Configuration | View. A selection is displayed of all screen settings which
have been saved, divided into system-related and user-related settings.
The alternative name is separate from the file name under which the screen
configuration is saved.
If you do not enter an alternative name here, the file name under which it has been
stored, is displayed when you select a screen configuration.
Subwindow definition
All available technical content such as main window, docking window and property
pages, are listed here. Elements of the same type are highlighted here by the same
background colour.
Here you can define whether a screen element should be a docking window, which
can be freely positioned, or whether the content should be integrated in the
properties window. You can only change the display of the respective main window
in a few job areas. On the other hand, the (jump) sequence can be determined
anywhere.
Each table cell represents a screen element, which can be integrated into the
screen layout.
WARNING
Standard elements
a) Make sure that all element descriptions of the help and documentation relate to the standard
descriptions.
b) If you integrate docking windows into a property page, it is no longer available under View |
Screen Configuration | Docking Window.
Ribbon Label This is a sub-division of the menu structure of the function View | Screen
Configuration | Docking Window.
Alias If you do not want the internal program element description, you can replace it.
Enter a different element description in the field Alias.
Display Here you can specify the appearance of the screen element.
– Docking window
The element is used as a separate docking window.
– Docking window
The element is used as a separate docking window.
Column Meaning
Active The screen only shows those elements which are active. The first element in
this table is usually the main window, which is active by default. It cannot be
deactivated.
Active screen elements are only shown if this will help from a functional point of
view. This means: even if you activate all elements here, not all elements will be
shown.
This is also the case even when the screen configuration is saved. If you
activate the elements which serve no meaningful purpose in the current job
area, this setting is not saved; in this case, the active flag is removed by the
program.
Deactivated by the Property pages can for example be deactivated by restrictions or other options.
program This is indicated by the flag in this column.
The property pages however are displayed in the Screen Configuration Window
and can also be activated. However, they only become active once all program
restrictions have been removed.
The configuration window of the properties only shows the property pages
which serve a purpose in the respective job area.
Height The height of the individual property pages is determined as standard by the
program, but it can be modified here.
▪ No entry
The standard height is determined by the program.
(jump) Sequence Select <F6> to jump clockwise from one screen element to the next, as long as
<F6> this function has been defined.
To do so, click in the cell Sequence for the elements which are to be jumped to
with <F6>. A check mark appears. Only those elements which have been
activated here can be jumped to with <F6>.
To define this jump sequence, place the elements in the desired order. To do
You can create any sequence you want within all of the property pages. To do
,
so, use the arrow buttons. The sequence created here corresponds to the
Content-related
display in the property pages.
sequence of
property pages The property page, including the content, forms a closed complex. This complex
cannot be interrupted by elements which are not part of the property page. If, for
example, you move a docking window using the arrow buttons and then click on
an arrow, it will jump over the whole complex of a property page since it is not
Column Meaning
OK
The settings are accepted. The window is closed.
Close
The settings are accepted. The window is closed.
Save
The settings are saved with the current description.
Save as
The settings can be saved under a different name.
Transferring
The settings are accepted. The window stays open and you can determine other
settings.
4.2.1.1 Validity
Select the validity to specify the project or SP phases in which the respective
screen configuration can be used. The validity is evaluated when the selection lists
are made available for a view. The view selection therefore only shows valid views.
Project phases
Phases of the package
The view only applies to the activated phases.
Function profile
The view is only displayed if one of the listed function profiles is active.
Areas
The view applies as standard to all areas; the field is blank.
If necessary, you can specify job areas for which the current view should be
available. This view cannot be loaded for the rest of the job areas.
Resolution
You can therefore for example create individually optimised views for different
resolutions.
Several screens
Views which have this option cannot be selected when used with only one screen.
Administration of views
For administrative editing purposes, all available views can be shown. The following function must be
deactivated:
System or User Options, General | Display | Design | Validity Conditions Check
2. If you want to save the screen configuration under a new name, overwrite the
existing name in the field Description and click on Save as.
A window opens.
3. Enter a name for the new screen configuration in the field File name and click
on OK. You are back in the window Screen Configuration.
3. In the field Files, select the screen configuration which you want to delete.
The name is copied to the field File name and the Delete function becomes
active.
4. Click on Delete.
A confirmation query appears.
Click on Yes.
This takes you back to the window Save Screen Settings.
5. Click on Cancel.
Does a message appear when you close the window "Save screen settings"?
If you should accidentally click on OK, then an error message appears since the field File name is
blank.
Click on Cancel to close the window.
You can reset the screen views anytime back to the state when delivered. During
this procedure, the program uses a directory installed for that very purpose, in
which all standard screen views are located.
A window opens. Depending on the job area, you will be offered more or fewer
options. A click of the button and the corresponding function is executed without a
query. A windows appears to tell you that the function has been completed
successfully.
Resetting the system views (incl. process steps) of all modules to the
delivery state
(available in the job area under , Administration | Resetting Screen Views
(System/User))
The screen views of all job areas which can be accessed by the whole system are
reset to the delivery state. Modifications made to the process steps are also reset.
The screen views of all job areas are reset to the delivery state for the current user.
The screen views of all job areas are reset to the delivery state for the current user.
The screen views of all job areas are reset to the delivery state for the current user.
No changes
The window is closed and no changes are made.
4.3 Configurations
Most setting options are summarised in the configurations. Start the configurations
by clicking on in the top right of the screen.
Global
▪ Global settings
▪ System options
▪ Functional authorisations
User-based
▪ User-related settings
▪ Desktop/Navigation options
▪ User options
▪ Profile information
Tools
▪ Report Writer layout
▪ Print options
▪ Print packages
▪ Migration assistant
▪ Form designer
(The form designer must be installed separately.)
Licencing
Release used licences
This function is only useful for the network operation. In normal cases, used
licences are only released for further use after exiting the program. Use this menu
command to release individual licences prior to exiting the program so that other
users can use this licence.
Version info
Displays the current program version and your service number. This information is
needed by our Hotline employees each time they are contacted.
You will find this help menu in almost all program components. Click on and a
window appears with support functions such as online help and remote
maintenance.
Online help
Click on Online Help to start the help function.
Documentation
All PDF documents of the program are available here.
Support
All service functions such as the training calendar, service requests via internet and
remote maintenance are available here.
You will need an internet connection for this function.
Version info
Displays the current program version and your service number. This information is
needed by our Hotline employees each time they are contacted.
▪ When you click in a cell, the cursor jumps to that position, allowing you to start
writing (Exception: read-only cells).
▪ Use the arrow keys to jump to the cell located in the direction of the arrow.
▪ You can copy the data from the cell located above the current cell using <F11>.
– The best way to select several contiguous lines of the table is to click on
the grey selection field in the left margin of the table. You can also select
the first element as described above; when you click on the last element to
be selected, press the <Shift> key.
– You can select several discontiguous lines of the table by holding down the
<Ctrl> key and clicking with the mouse in the grey field in the left margin of
the respective lines.
– You can select the entire table by clicking on the uppermost left grey field
of the table.
– You can exclude individual lines from the selection if you select the desired
line while holding down the <Ctrl> key.
When you select elements in the table, only the visible elements are selected. If you have a filtered
view, only those elements are displayed and marked which match the filter definitions.
▪ A context menu is available when working with the table, which contains the
most important functions depending on the cursor position. You can open the
context menu with a click of the right mouse button.
▪ The focus of the object table determines the filtering by object structure. In
addition, filtering can also be done by object attributes.
▪ The objects which have been selected via the highlighted lines in the object
table are displayed in the object display.
▪ If however, objects are selected in the object display, then the lines in the
object table can only be highlighted, if these objects are already displayed in
lines (are already open) when the selection is made.
Navigation elements_01
2 Back 5 Document
You should be familiar with most navigation elements from Internet searches. The
contacts bar therefore shows you your exact current position. Click on (1) Set
context to hide all elements, except for the current elements and their subordinate
objects.
If you want to show all elements again, click on the first entry in the contacts bar.
The last navigation steps are saved in progress (4). Click on (4) to open the
progress list. You can click on an entry in this list to go directly to it. Select Back (2)
and Forward (3) to follow the individual navigation steps.
If an arrow (6) appears in the contacts bar, this indicates that there are additional
subordinate elements. Click on (6) to display the subordinated hierarchy as a
selection.
The path of the current object is displayed in the contacts bar. If it is "only" a
document (5), its name is displayed. You can see the location of the document via
the status bar. It displays the whole path right up to the document. Status bar
entries are also sensitive; this means that you can switch to this document by
clicking on one of the entries.
The contents of the tables are often very comprehensive. This is why we offer you
the option of customising tables according to your own requirements. You can hide
or display columns and adjust the column width, font attributes and background
colours. In most tables you can format the free and read-only fields differently.
The table configuration works in the same way for both types of tables.
Column Display of the program field You can shift the sequence of the
description. The texts cannot be column in the table via drag and
edited. drop.
Width Number of characters shown in the You can also use the double arrow to
column. You can overwrite the value. directly adjust the column width of
the table in the window.
No check mark:
The table element is not visible.
No check mark:
You cannot automatically go to the
referenced element in the table via
the <Enter> key.
With the <Tab> key, you can
normally jump to all fields.
Inactive columns All currently inactive columns are This column can only be seen once
automatically identified as such. This the function Show All Columns has
flag cannot be changed manually. been activated.
OK
You temporarily activate the table configuration with the OK button. The table is
displayed according to your settings. However, these settings are only retained for
the current program editing. Your configuration is not maintained after exiting the
program.
Cancel
Select Cancel to cancel the editing and the changes are not accepted.
Formatting
Use the functions Lines and Columns to format the table.
▪ Lines
You can change the font attributes of the elements.
If you highlight several lines, you can determine the font for all highlighted table
columns in a single work step.
▪ Columns
You can assign conditional formatting to the columns.
Line break
Specify here, whether or not a page break should be displayed in the selected
table columns. A page break, for example, is particularly practical for outline specs
that have multiple lines.
Import
You can load table configurations from other job areas.
You can determine the font attributes for the different elements, for each table. If
you highlight several lines (elements) here, you can change the font attributes in a
work step.
2. Click on Font.
The window Font Attributes opens.
You can change the font information for each element at any time. Apart from that,
you can format the free and read-only fields differently. To do so, click the
corresponding field in the table and select the Font, Colour and Background.
You can save these settings as favourites and use them in other tables.
Favourites
You can save these table settings as favourites and use them in other tables.
Add to favourites
Once you have optimised a table view, you can save it as a favourite by clicking on
the icon. The window Add Font Attributes opens where you can save the current
table configuration under any name you want.
Here, you can also select whether the table should be saved in the user or system
directory. If the table is only to be available to yourself, use the user directory but if
it is to be available to all users, save the table in the system directory.
The table settings are saved with the screen configuration.
Click on this icon to open the window Font Attributes of Tables – Favourites and
Administration. Here you can view and edit the table configurations which have
been saved.
Click on Column in the Display Properties of Table Columns window. You can
assign individual formatting to any cells of a column which is bound to a condition.
You can therefore for example colour the cells with the unit of measurement "m".
You can define the condition via parameters and/or functions. Once the condition is
fulfilled, the respective value is displayed in the table in the given format.
WARNING
a) This formatting does not apply to all columns of the table, e.g. RN in the BILL OF QUANTITIES
and columns, which can be activated or deactivated by setting a check mark.
b) This type of formatting has absolute priority. This means that even the character formatting of the
System Options are overwritten by the conditional formatting.
2. This window lists all columns that exist for the current table view.
Highlight one or several lines for which the conditional formatting is to apply.
3. Click on Columns.
The window Conditional Formatting opens.
6. Click on OK.
The formatting is applied to those cells that fulfil the given condition.
- Font
- Typeface
- Font size
- Font colour
- Effects
Condition
Here you define the condition that must be fulfilled so that the formatting is accepted. You can also
enter the details manually; without both interfaces.
When querying numerical conditions such as IT>10,000.00 the program tries to convert all of the
values from the column IT into numerical values. This cannot be done with values in brackets, e.g.
(11,250.00). The condition in these cases is said to be unfulfilled.
Object table
– Type
Depending on the job area, either Characteristic or Object Attribute is
available.
– Attribute
The characteristics or object attributes which are available are listed here.
– Content
Depending on the Type of attribute selected, the content to be displayed
(value, detail, UoM) is available here.
4. Click on OK.
The window Column Definition closes.
You are back in the window Display Properties of the Table Columns.
The Description and Heading of the dynamic attribute have been changed. You
can change the heading.
5. Close the window Display Properties of the Table Columns by clicking on OK.
The attribute is shown in the current table.
See also
You can search for specific terms in the table and replace them as necessary with
this context menu command.
If a term is found, the selection arrow jumps to the left table border in the table cell.
The cell in which the sought term appears is highlighted.
Find
Replace
In these fields, enter the character (strings) and/or the controls for which you are
searching in your table and which you wish to replace.
Case Sensitive
You should activate this function if the string for which you are searching is not
always written in the same way (upper/lower case letters). This allows this factor to
be ignored.
Search direction
If you would like to search through only a part of the table, place the cursor in a
table and select the desired search direction here.
Continue search
The program continues the search and goes to the next found entry.
Replace
The found characters are replaced by a specific text.
Replace all
The program automatically replaces all entries found with the replacement text.
You can display data from many tables as a geometrical figure, in the form of
diagrams. You can therefore very quickly show the desired relations.
You can easily select the diagram type via the diagram assistant.
1. In the table, mark the rows that are to be included in the analysis.
The first row of the table is highlighted by a colour. Click on one of the coloured
cells to set a check mark. The columns above which you have set a check mark
are used to create the diagram.
Finish
You can use this function at any time. You thereby cancel the assistant and the
diagram is created in a separate window with the default settings. The functions
Properties (to check and change the diagram properties), Print, Save and Close
are available in this separate window.
Select Properties to check and, if necessary, change the set diagram properties.
Select Save to save the diagram in different formats, e.g. jpeg, emf.
Back
Next
Use these functions to switch to the next or previous step of the diagram assistant.
Cancel
Use this function to end the diagram assistant.
You can change the details from your table here. To do so, use the table in the top
area. You can edit the values entered here.
You can adjust the text headings in this view. You can set a limit for long texts. You
can also define which data will be shown on the X axis.
Update
Once you have changed the Max. Text Length, use this function to update the
preview graphic.
Type
Select the diagram type here. You can choose from the following options:
▪ Line diagram
▪ Area diagram
▪ Bar chart
▪ Circle diagram
▪ Grid diagram
Division
Enter a heading here, and the descriptions of the X and Y axis.
Legend
Indicate here whether a legend is to be shown and where it is to be positioned.
Label
Here you can select whether the labelling of the X axis is to be horizontal or
vertical, whether the Y axis is labelled and whether the values are to appear in the
diagram.
Colour
Here you can assign colours to the respective data.
3D effects
Here you can create a structural effect for the diagram. A 3D effect only becomes
visible if all three scroll bars (depth, increase, rotation) are moved to the right.
Properties
This opens the Diagram Properties dialog box. Here you will find the setting options
of the diagram assistant. Here you have the option to change all settings.
You can also save these diagram settings in order to re-use them for other
diagrams.
Print
This opens the Print Diagram dialog box.
Then, in the table header, select the context menu command Diagrams | Xxx. Xxx
in this case stands for the diagram configurations which you have saved.
3. Click on Close.
Save the settings as XML configuration files based on the system or user.
These XML configuration files are available to you for all tables via the context
menu.
Printing a table
1. Position the mouse pointer on the table heading.
Select the context menu command Print.
A submenu opens.
4. With the usual functions, you can print the PDF file.
All visible table contents are exported. During the export from the BoQ table, the
specification is also exported, provided that BoQ items are displayed in the table.
You can reduce the contents of tables using a filter so that only the contents with
specific properties are displayed. Once a filter has defined only those elements are
displayed which correspond to the filter definition.
Because not the whole table contents are displayed, a specific prompt is displayed
before deletion. You will confirm which elements really to delete. The following
alternatives are provided:
▪ Cancel
The procedure is cancelled.
4.6 Views
Some parts of the program offer two different working methods:
▪ Classic
Use this working method if you do not have a 3D model of your project.
▪ Model-oriented
Your work is supported by the 3D model. This data must be available in cpixml
format.
You can switch between the two working methods by clicking on the corresponding
category. It is up to you to freely configure the screen layout.
This example shows the five process phases of element planning. They begin with
the first process phase and switch with one click to the next process phase.
The current process phase is highlighted in colour.
Select views
You can select a screen configuration directly for the current process phase.
For this, click on . A submenu opens that contains all the saved screen
configurations. Click on the view in order to load it.
▪ In the project tree if you select the document and show the properties via View
| Docking Window | Properties
▪ in the navigator if you select the document and click in the context menu
command on Properties or
The mini toolbar appears if you highlight a text or open the context menu.
5 Project structure
The project structure is based on the actual project activities. Each project can
therefore be made up of one or more project versions with different project
alternatives.
The program by default works with seven levels in the project structure:
1 2 3 4 5 6 7
Project groups
The project groups should help you classify similar projects into groups. Some
project groups exist as a standard.
Project
All data is grouped in a project. Several Project versions of a project can exist,
which also all contain data. Each project version is displayed as a separate project.
The master project is a special project where all the master data is managed. This
master data is your personal archive for project editing.
Project description
Project code Project version Project phase Project description
Project version
A project always exists in a certain project version. You can create a new project
version anytime to try different alternatives. Only the last project version can be
edited as standard; the others are read-only.
Project phase
The contractor works as standard in the project phases. There are three project
phases:
▪ Tender
▪ Contract
▪ Execution
The contractor creates a tender for the tendered services. He might then be
awarded the contract and negotiates alternatives until the construction project is
finally executed. In the execution phase, the contractor creates quantity takeoffs
such as applications.
Project alternatives
The project alternative describes a technical alternative or various states of the
project. A project can contain any number of project alternatives, which can be
edited at the same time. All project alternatives access the same catalogs. This
means that a change in a catalog affects all project alternatives.
Packages
The packages form an arrangement for the inquiry request and contract data. Each
package usually includes a trade or work category. Each trade can contain multiple
bills of quantities.
If a contract has been awarded, the package is completely assigned to the
contractor. Each package has its own phase cycle, which runs independently of the
project phase.
SP phases
The contractor works as standard in the three SP phases. He creates a
specification (enquiry), receives tenders (award), assigns contracts for the work to
be executed and bills it (contract).
Catalogs
Catalogs contain elements, activities and definition of all the necessary
construction management functions such as units of measurement and currencies.
Configurations
Configurations - usually not used by the planner - contain information and settings
for basic definitions with respect to the cost comparison for planned vs. actual
costs and for estimate definitions with respect to the allocation and the design of
the allowances sheet.
Documents
The term document covers everything that you can edit such as contracts, bills of
quantity and quantity takeoffs.
The first project alternative is created automatically with the project, provided you
are working with project alternatives.
You can only view the PA Properties if you have configured that you use project alternatives in the
System Options. If you have configured that you do not want to use project alternatives, the settings of
the PA Properties of the now unavailable project alternative are additionally displayed in the Project
Properties.
Code
Description
The default setting for these fields is taken from the project. You can change the
description for the current document.
The code length is the default from the System Options. If you change this default in the system
options, you must change it in several print templates also.
VAT [%]
The default is the VAT rate from the Project Properties | Settings | Tax Table.
Select <F3> to use a different tax rate from the tax table.
Currency
The project currency is set as default.
You can transfer another currency from the Currency catalog using <F3>.
▪ Tax calculation
The value-added tax is added first. Tax 2 and, subsequently, tax 3 is then
added to the specified output level.
Net
+ (Net * VAT %)
= Total1
+ (Total1 * Tax2)
= Total2
(Total2 * Tax3)
= Overall total
The Tax column shows the grand total of all three taxes.
These taxes are only shown in detail in the BoQ printout and in the Basic Data of
the PA or SP Properties.
This functionality is not available in other program components.
Budget
At the beginning of the project processing, you can type in a value here. However,
if you want to specify Budgets when editing the project, this field is disabled for
entry and the total of all subordinate budget values is specified.
▪ If you only have an enquiry and award in the package, the values of the enquiry
are copied and the field is disabled.
▪ If you only have an enquiry in the package, the values are copied.
▪ If you only have an award in the package, the values are copied.
Update
Select Update to recalculate the values.
Disabled
If you activate this function, the item totals (Calculated IT and Entered IT) of all
items are hidden. The fields are then highlighted in grey and cannot be edited. If
the package is disabled, it is not included in the summary.
2nd CUR
There is an option of entering a 2nd currency here. In many cases, the second
currency can also be printed out. Conversion is automatic.
Comments
In this field, you can enter any text for the package.
You can enter a 2nd currency here. In many reports, the 2nd currency can also be
printed out (automatic conversion to the 2nd currency). The currency has to be
entered in the Currencies catalog. You can select the currencies using <F3>.
Update
The displayed amounts are calculated again with this button.
Comments
In this field, you can enter any comments.
5.1.1.2 VAT
This setting is only active when the function Different VAT rates within one contract
is activated for the project under Settings | Tax Table.
The depicted tax rates come from the Tax Table of the project (project Properties,
Settings | Tax Table).
5.1.1.3 Settings
Rounding BoQ
The number of decimal places of the unit rates in the bill of quantities is set here,
as is the number of decimal places of the item totals in the bill of quantities.
This function is only active if you have activated the function Selectable in the System Options |
General | Basic Settings, in the Rounding BoQ section.
WARNING
Project statistics
The project alternative is taken into account in the project statistics if you enter a
check mark for Project Statistics. You can print out the project statistics in the
Project Explorer with the Application Button | Print | Print.
In the tender project phase, you can only view these properties if you have activated them in the
System Options Project / Project Alternative | Change Order, function Change Order in Tender Phase.
2. Select Change Orders, click in the upper white field in the tab with the right
mouse button and execute the context menu command New.
3. The program creates a new line. The numbering of the change orders is
consecutive. The description of the change order is set as default. You should
change this yourself.
4. You can enter the different valuation factors in this table. The default setting
originates from the system or user options. The following valuation factors are
available:
– By reason
– By height
– Worst case
– Best case
Status
With these eight functions, you can set defaults for the relevant status of the
change order. As soon as you activate one of the functions, the program
automatically enters the current date (internal computer date) - which you may
overwrite.
This information is set as a default when a BoQ element is assigned to a change
order number; however, they can also be overwritten there. You can modify the
change order status at any time.
Update
You can press the Update button if the totals are not automatically calculated.
Valuation factors
These fields contain the defaults from the System Options | Change Orders. You
can adapt the value of the fields for each change order.
▪ Table
The fields highlighted in grey with the columns Net, VAT and Gross are valid
for the respective (selected) change order number and will be calculated
automatically, as soon as you assign BoQ elements with cost details to a
change order number.
▪ Change order
This field contains the total of the change order items belonging to a change
order, which does not depend on the status and the valuation percentages.
Comments
Enter a description for this change order.
a) If several change orders exist, you can see the details for each change order when you select the
respective change order.
b) If not all change order items (for one change order number) have the same status, all the status
information given in the bill of quantities will be activated and displayed highlighted in grey.
c) The totals including all change order items are displayed in the bill of quantities.
d) New change orders automatically receive the status Identified.
Each change order that you create in the bill of quantities adopts the setting of the
valuation factors from the PA and SP Properties, respectively. In the bill of
quantities, you can change these defaults for the current change order in the
Element Properties | Change Orders.
If the current change order has an item total in the bill of quantities and you change
one (or both) of the valuation factors, the information of the parent PA and SP
Properties are automatically adjusted, respectively. However, first you must select
Update in the PA or SP Properties, Change Orders. If you subsequently create a
further item for the current change order, the newly calculated valuation factors are
also used as a basis there.
5.1.1.5 Submission
Enter all the information for the tender opening.
Reference
Enter the number for the data processing here.
Award No.
Enter your award number here.
Award method
You can select the type of award from the drop-down list.
Type of contract
Select the contract type here. The default selection options are present in the
system characteristic VTGGR.
Enquiry
Enter data regarding the enquiry here.
Bid opening
Select the date for tender handover in the calendar.
Time
Enter the time for the handover deadline.
Award deadline by
Select the date on which the award deadline is set in the calendar.
Request deadline
Enter the request deadline in connection with the enquiry database.
Date of publication
Enter the publishing date in connection with the enquiry database.
Comments
This field is available to you for comments on the tender opening.
5.1.1.6 Award
Here, all data on the award is entered.
Contract number
This field is intended for the contract number.
Date
Select the date in the calendar.
Execution
Enter the planned and actual dates for the execution of construction work.
Acceptance
Enter the information regarding acceptance of construction.
▪ Method
You can select the acceptance method from the drop-down list.
▪ Date
You can select the date for the acceptance of construction from the calendar.
▪ Warranty
Specify the warranty period here and select months or years from the drop-
down list.
▪ Warranty End
This field shows the date on which the warranty expires.
Budget
The planned budget is displayed for your information.
▪ CUR
The selected currency unit is shown for information. You can transfer another
currency from the catalog using <F3>.
Lot-based award
BoQ alternative tender
approved for each lot
These flags provide information for the enquiry databases. You can specify
whether the awarding is by lot. You can also select the function One BoQ for each
lot. You can specify whether alternative tenders are permitted.
Comments
This field is available for extra notes pertaining to the award.
Enter the data in the fields or select a contact from the Contacts catalog by
selecting <F3> or Search.
New contact
Enter a new contact.
Find
Find an existing contact.
Details
This button only becomes active if you have selected a contact.
Click on this button to open a dialog window into which you can enter further data
related to the contact.
a) If you have selected a contact which is used in other objects too (e.g. contact in a package), a
note appears in colour.
b) If you want to change a contact which is used in more than one object and one of these objects is
read-only (e.g. a package), you cannot make any modifications in the first line that concerns the
company name. Create a new contact in this case.
Table field
Create the data with the context menu.
▪ Insert line
Insert a line above the current item.
▪ Insert
Add
Append
Add a particular line type.
– Text
Insert a line for text.
– Base amount
Insert an amount.
– Total
Insert a totals line. The total combines all elements which lie above this
line.
– Markup
Insert a markup.
– Deduction
A line for a deduction is inserted with this command.
– Assembly
Insert an assembly from the Assemblies catalog.
Set the default settings for line types in the System and User Options | Configuration.
Payment modalities
The payment modalities can be defined in the lower section. Specify the term for
payment and the early payment discount conditions in the form of days or for a
certain date.
5.1.1.9 Bond
Here, you can make all specifications for bond administration.
There are 4 lines for entering the bonds in the table. The data in the lower part for
the bond relates to the selected field in the table. The defaults from the System
Options | Project / Project Alternative | Bond are adopted and can be expanded at
this location, if necessary.
You must fill the following fields for each bond created in the table field.
Bond
▪ % of the Contract Total
Enter the percentage of the contract value for which the bond is accepted. The
contract value from the basic data is displayed next to it for information. You
can enter a net or gross value instead, then the percentage is automatically
calculated.
▪ Net
Gross
Enter here whether the gross or net value of the tender total is to be considered
as the basis of calculation, and enter the amount of the bond. The percentage
of the bond in relation to the contract totals is calculated automatically.
Date
You can select the respective date from the calendar.
Bank
In the drop-down list, select the bank in which the bond has been deposited.
The defaults stem from the system characteristics.
Total
This field displays the amount of the total bond with the associated currency.
Redeemed on
You can select the date from the calendar.
5.1.1.10 Parameters
You can create, delete or filter parameters via the context menu.
Code
Enter a name for the new parameter in the Code field. You can also select a
parameter from the catalog. For this, use the function key <F3> and select a
parameter.
If you search for a parameter in the Characteristics catalog, you can select whether the parameter
from the master project or your current project is to be used. If you use a parameter from the master
project, it is automatically copied to the Characteristics catalog of your current project.
If you enter a code for the parameter, which is not yet present in the Characteristics
catalog, you are asked by the program whether you want to enter the parameter.
Clicking the Enter button to open the catalog editing and you can enter a new
parameter there. With a click on the Search button, the Parameter dialog box
opens, in which you can select an existing parameter.
Description
UoM
The name and the unit of measure are copied from the Characteristics catalog.
A detail is shown in red if it cannot be resolved because, for example, it refers to itself.
Value
If the parameter is a number that can be totalled, the number used in the quantity
detail appears in the Value column. For text parameters, the value is a text, e.g.
colour = green.
Type
The parameter type entered in the Characteristics catalog appears in this column
(Text, Summable Number, Non-summable Number, Date or Key Figure).
User-def.
By default, these columns are not visible. You must first activate these with the
table configuration. The column headers stem from the Catalog Properties, User-
defined of the Characteristics catalog. Enter the relevant data here.
▪ Project alternative
▪ Package
▪ Class
Key figures can be defined on all levels of the class catalogs. The results of the
key figures are not displayed in the catalog, since results are not generally
calculated in catalog elements. The key figures of the class can be output in a
matrix report printout.
They are used, for example, to determine the costs, the budget, the quantity and
the revenue. You can access various system values for this. The key figures are
managed in the Characteristics catalog. Here you can only select entries, which
were assigned the type Key Figure in the Characteristics catalog.
Using the system values, you can call up e.g. the total values of the total job costs.
However, if you would only like to call up costs of a specific type, you can create
these values individually using a syntax.
Likewise, the key figures are also shown in the estimate document. The key figures
can be output in the BoQ and matrix report printouts.
2. Create a line in the table field. Do this via the context menu command New.
Position the cursor in the Code field. You now have the following options:
3. After you have added the code for the key figure, the cursor automatically
jumps to the Quantity Detail/Typical Value field. You now have the following
options:
To select the respective parameters and system values, press <F3> in the
Quantity Detail/Typical Value field.
– System values
There are a certain number of system values. The system values are
provided as pre-calculated declarations automatically determined from your
project. In order for you to be able to differentiate between system values
and other parameters/characteristics, the names (codes) always begin with
an underscore (_) e.g. _PA_Ten_BoQ (net tender total related to the BoQ
quantity).
The Parameters show all of the parameters of the current project. The three tabs
PA, Object Model and Elemental Costing display the respective system values.
Select a parameter or a system value.
System values that cannot be calculated as a result of missing data have the value 0. If, for example,
you have not created an elemental costing and then carry out a multiplication with the system value
_EC_sum, the result will be equal to zero, since the system value _EC_sum (sum of the elemental
costing) is equal to zero.
Example: F(CoC="2";M="BoQ")
AQ Adjusted
quantity
Revenue
Budget
Type and code COC Code or range Cost code See below
Code Meaning
- Nothing
Update
The current values are recalculated when this button is clicked. Apart from that,
total values of the QTOs and the calculation are updated.
Naming
To prevent overlapping with self-defined characteristics, the code of these system values are all
prefixed with "_" (underscore).
5.1.1.11.1.1 Values that arise from the BoQ/the estimate of the project alternative
(values regarding the client)
_PA_Ten_WQ Tender/Bid Total based on WQ Quantity (net)
_PA_eaCO_WQ Evaluated Total of all approved Change Orders based on WQ-Quantity (net)
_PA_eaCO_AQ Evaluated Total of all approved Change Orders based on AQ-Quantity (net)
_PA_nanCO_WQ Non-valuated Total of all Change Orders not approved, based on WQ Quantity
(net)
_PA_nanCO_AQ Non-valuated Total of all Change Orders not approved, based on AQ Quantity
(net)
_PA_eanCO_WQ Total of all Change Orders PA not approved with Validation, based on WQ
Quantities (net)
_PA_eanCO_AQ Total of all Change Orders PA not approved with Validation, based on AQ
Quantities (net)
_TSP_naCO_WQ Total of all Change Orders not approved, based on WQ Qty (net)
_TSP_naCO_AQ Total of all Change Orders not approved, based on AQ Qty (net)
_TSP_enaCO_WQ Evaluated Total of all Change Orders not approved, based on WQ Qty (net)
_TSP_enaCO_AQ Evaluated Total of all Change Orders not approved, based on AQ Qty (net)
_SP_CwoCO_WQ Contract value (without change orders) based on the WQ quantity (net)
_SP_CwoCO_AQ Contract value (without change orders) based on the AQ quantity (net)
_SP_CO_WQ Total SP of all Change Orders with Validation based on WQ Quantities (net)
_SP_CO_AQ Total SP of all Change Orders with Validation based on AQ Quantities (net)
_SP_naCO_WQ Total SP of all Change Orders not approved, based on WQ Quantities (net)
_SP_naCO_AQ Total SP of all Change Orders not approved, based on AQ Quantities (net)
_SP_naeCO_WQ Total SP of all Change Orders not approved with Validation, based on WQ
Quantities (net)
_SP_naeCO_AQ Total SP of all Change Orders not approved with Validation, based on AQ
Quantities (net)
In the the print options, you can define filters for controlling the output.
Key figures
You can use these characteristics in formula placeholders, in order to form lists
containing any number of key figures.
▪ Item/Quantity Reference
In this case, you can assign the quantities to the bill-to party.
▪ Spread by Percentage
The percentage share of the respective bill-to parties are set by default and
each quantity is automatically divided in this ratio when it is entered.
▪ Changeable at BoQ
This function only becomes active if you have selected Spread by percentage.
If you activate this function, you can change the default in the bill of quantities.
Middle section
Here, you can create the bill-to party. Enter the description of the bill-to party in the
Description field. If you have selected the percentage distribution, fill the
Percentage column also.
▪ New
Delete (context menu command)
Use New in the context menu to create a line for a bill-to party. With Delete,
you can delete a selected bill-to party.
Lower section
New contact
Enter a new contact.
Find
Find an existing contact.
Details
This button only becomes active if you have selected a contact.
Click on this button to open a dialog window into which you can enter further data
related to the contact.
a) If you have selected a contact which is used in other objects too (e.g. contact in a package), a
note appears in colour.
b) If you want to change a contact which is used in more than one object and one of these objects is
read-only (e.g. a package), you cannot make any modifications in the first line that concerns the
company name. Create a new contact in this case.
a) Do not confuse the terms Report Period (RP) and Billing Period (BP). Billing periods exclusively
refer to time periods for billing.
b) In System Options, Controlling | General, you can determine how report periods are input. If the
Use Fixed Report Period (Monthly) setting is activated there, you can only select calendar months
for this purpose. Otherwise, you may freely enter a start date and end date.
Report status
Below the table of report periods, you will notice the status of reports for the report
period that is selected in the table.
▪ Missing
If the check mark has been set by the program, no values have been entered
yet.
▪ In progress
If the check mark has been set by the program, some values already exist. The
check mark under Missing is removed by the program in this case.
▪ Complete
Click this check box once the recording of values for the report period has been
completed. The check mark under In Progress is removed by the program in
this case.
The table view can be expanded to allow entry of specific information for individual report periods
concerning particular totals or surcharges for administration costs.
WARNING
a) You should not define report periods in advance, only up to the current report period. This is
because you might want to select a different end for the next report period than initially
anticipated. In any case, you cannot define report periods in advance if you have activated Only
Edit Last RP in System Options | Quantity Administration | Quantities 1.
With this setting, you can only record values for the last report period.
b) If you would like to compare performance factors with application totals during construction, or if
you would like to generate the billed quantities from the installed quantities for specific effective
days, you must make sure that the end dates for billing periods and report periods coincide.
The following thus applies:
Report periods should either match the billing periods, or multiple report periods together should
form one billing period.
BPx = RPn + RPn+1
Of course, this rule must also be observed when defining the billing periods for the packages
(subcontractor billing). After all, you must be able to deduce the performance factor for a SUB at its
effective billing date from the performance factor at the end of a report period. The billing period of a
SUB should therefore at least correspond to one report period. However, it may also contain several
report periods and correspond to one or several billing periods for the client.
3. Enter a start and end date or the calendar month, depending on the default in
the System Options (for information on this, see the System and User Options
for Controlling).
If a report period already exists, the program will suggest the following:
You can only delete report periods for which no installed quantities, actual costs or actual hours have
been assigned. Otherwise, a corresponding message appears.
If only installed quantities prevent the deletion, the Delete Quantities dialog box
appears after you click OK.
With OK, the installed quantities in the current report period are deleted.
Next, select the report period again and select Delete from the context menu.
<Ctrl>+<N> to create a line. With the option Delete <Ctrl>+<L>, delete the selected
line after confirmation.
Table field
Build a table whose columns have the following meaning:
▪ No.
The serial number appears here. It is automatically entered by the program and
cannot be changed.
▪ Description
Enter a distinctive description.
▪ Date
Enter the date for the payment in this field.
▪ %
Enter a percentage of the payment. The remaining values are filled by the
program.
▪ Billed
You can enter a checkmark in this field if the billing has been carried out.
▪ Due
Enter when the payment is due in this field.
▪ Conditions
In this field, you can specify the conditions under which the payments are to be
made, e.g. completion of structural work.
1. Click on Generate.
A dialog box opens.
3. Select the period between the partial payments or enter the number of desired
partial payments.
4. Enter the point in time for the first and the last partial payment.
5. You can edit the existing text in Description field. This text appears in the Cash
Flow section of the table, in the Description column.
6. Click on OK.
A table is generated in the cash flow.
The number of lines corresponds to the division of the partial payments.
The amounts are the quotient of the totals to be divided and the number of
partial payments.
See also
5.1.1.15 External ID
This property is only active if System Options, Project/Project Alternative | PA
Workflow or Package | SP Workflow were registered as workflow connectors.
During the export, an external ID can be supplied by the external program. This ID
is displayed here.
5.1.1.16 Authorisations
If you like to have no restrictions, you can ignore these settings.
The authorised or excluded users can be individual users or user groups. The
users and groups that ultimately appear in your selection dialog box upon clicking
one of the Edit buttons depends on your company's internal network structure.
Default
In the Functional authorisations for all users field, you can set the default setting for
the object administrator. If you have not made any default settings there, this tab
will be empty and only the Edit button in the Object Administrators section will be
active. This case is assumed in the following description.
WARNING
Awarding authorisations
1. First, award the authorisations for the object administrator.
Object Administrators
Click on the Edit button to the right of the Object Administrators area, in order
to specify the user, the users or groups that are allowed to administrate the
respective project (changing the authorisations, for example). A dialog window
opens.
Add Users/Groups
Double-click inside the two sections on the left side of this box to move groups
or individual users to the section Authorised on the right. You can also click on
a group or a user from the left-hand field and then move this item into the right-
hand section via the arrow button. As soon as you have selected a group or a
user, the name will appear in the opposite field.
Server
The servers used for the system administration, which manages the groups
and the users, are displayed here. Click on theUpdate button to update the
display of the users and groups.
a) You can enter the user name or even the user name with its default domain name in the Users
field.
b) Remove Users/Groups
Click on the user or the groups in the right-hand field if you want to withdraw the awarded rights
from single users or groups of users, and remove the item with the appropriate arrow button or by
double-clicking.
4. The function Edit in the other three fields becomes active. You can also set
certain restrictions for single users or groups of users in these fields as
described above.
Read-only
All the users and groups of users with read-only access for the current object
are shown in this field. The object administrator can change this authorisation.
Read-write Access
All the users and groups with read-write access to the current object are shown
in this field. The object administrator can change this authorisation.
No Access
All the users or groups of users who do not have access to the current object
are located in this field. The object administrator can change this authorisation.
5.1.2 Locations
"Locations" refers to the spatial structuring of a building in this context. A "location"
is a particular spatially delimited component of a building. However, the term can
also be defined more broadly: Auxiliary measures for a building are also
"locations", such as e.g. an access road and the site facilities.
These "locations" are closely related to the elements of the object model. The
object model also describes a building by introducing a spatial structure. For this
reason, there is a function to generate the "locations" from the structure elements
of the object model. The work items of the object model refer to the same location
as the BoQ elements generated from the object model.
There is a description of the locations in modern CAD systems as well. When using
the CAD data (CPIXML), the Locations document is automatically created in the
corresponding project alternative and filled with the content of the CAD data.
You can manually append the locations anytime.
The locations may assume considerable importance in connection with the project
controlling. A particular work item may arise for many project "locations" with
respective split quantities. A quantity determination for a work item is implemented
in planning by determining its split quantities for all individual locations. The
quantity total of the work item is then obtained as the total of these split quantities.
The planning therefore provides information on which work items occur at which
locations and in which quantities.
This view also corresponds to the approach used for the construction activities.
Particular work items are assigned here, with particular split quantities as well.
However, a construction activity usually only describes a particular work category
for a location. Several construction activities can thus be assigned to one location.
You can create one "Locations" document for each project alternative.
1. Export the data from the CAD system as a cpixml file. One or more files can be
generated here.
Code
The classification structure of the locations is hierarchical; i.e. the partial code is
compounded into a complete code. With the complete code - or code for short -
each location is identified uniquely.
5.1.2.1 Properties
Document Locations, Properties
In the properties, you specify, for example, the classification of the document and
define which model data is relevant for your work.
You can change the name. The remaining fields are purely informative. You can
see when the last document changes were made and by whom.
5.1.2.1.2 Structure
You can see the structure when you select the document Locations or Object
Model in the project structure or by opening the document and selecting the
uppermost entry.
Define the structure of your building here. You can award a maximum of 12
hierarchy levels. Work with the context menu in the table.
If you want to display additional columns, you can do this using the table
configuration.
a) You can append individual hierarchy levels to the end of the object hierarchy at any time.
b) You can only delete hierarchy levels not used in the program.
Label Name of the hierarchy level Is used in the context menu of the
object model
Format Input:
▪ A = alphanumeric
▪ N = numeric
Filler character Characters used to fill the erroneous Specify exactly 1 filler character.
CAD type Object description according to CAD ▪ Icons are set up automatically
standard
▪ You can exchange individual
icons if required.
Here, you can define a filter for the element planning document in order to display
only the model data that you require. The remaining data is hidden. You can
change this filter as necessary at any time.
You can also edit it in the element planning document in the object filter. There,
you can control the filter via the context menu.
Provided that CPI data were imported by the program, the existing properties are
displayed here.
The properties that are located in the list on the left are displayed in the element
planning document. The properties in the list on the right are not displayed. You
can control this with the context menu.
If the left list does not contain any entries, all CPI properties and all model data is displayed.
New <Ctrl>+<N>
You can add a property to the current list.
A selection dialog opens. This selection dialog contains all CPI properties for the
model data. Accept an entry by clicking on OK.
Delete <Ctrl>+<L>
The selected entry is deleted from the list after a confirmation query.
A selection dialog opens. This selection dialog contains all CPI properties for the
model data. Accept an entry by clicking on OK.
In addition, you can further restrict the properties by entering wildcards and/or text
fragments. To do so, place the cursor in the corresponding field and enter the
desired text.
5. Create the locations using the commands in the area Start | New or using the
context menu.
Please note the following when copying elements with a location reference:
a) Location document blank at the target
If an element, an item or a package is copied to a different document/project alternative, the
location references (including those of a contained quantity splitting) are also copied. With this
process, the whole location document is copied.
b) Locations exist in the location document at the target
If an element, an item or a package is copied to a different document/project alternative, the
existing location references (including those of a contained quantity splitting) remain unchanged;
however, no new locations are copied to the location document. This means that the newly added
elements do not have a location reference at the target.
Since no distinction is made with locations as to the origin (CAD model or manual),
these copying instructions also apply to manually created location documents.
Export
1. Select the Locations document in the project structure.
4. Click Save.
Import
1. Specify a document location in the project structure.
4. Click on Open.
The data is imported.
5.2 Packages
The packages (SP) form an arrangement for the enquiry request and contract data.
All bills of quantities (BoQs) of a package are awarded together. The packages
usually correspond to the work categories. Each trade can contain multiple bills of
quantities.
If a contract has been awarded, the package is completely assigned to the
contractor. Each package has its own phase cycle, which runs independent of the
project phase.
Creating a Package
1. Open the project.
2. Select the context menu command New | Package. You should not have
highlighted the folder Catalogs, Configurations, Documents or Forms.
The Create SP dialog box opens.
Here you can enter a name and description or select Search to copy a package
from the master project into the current project.
Budget
In this line, the total of all subordinate budgets is displayed.
Cost planning
In this field, the total of all cost planning is displayed from the subordinate SP info.
Contract
In this line, the total of all subordinate contracts is displayed.
Total
In these fields, the total of the contract, approved change orders and unapproved
change orders is displayed.
Applications
In these fields, the total of the billed applications is displayed.
Payments
In these fields, the total of payments recorded for the applications is displayed.
Currency
In this field, the currency in which the amounts were indicated is displayed.
Update
These values are not always automatically updated. Therefore, click Update first to
ensure that the current values are displayed.
Detail
Cost Control is started.
Extended
Another dialog box opens. It contains other details in addition to these values.
5.2.1.2 Settings
Budget determination off
Here, you select on what basis the budget of the project is to be determined.
If you are in the project structure on the group folder of packages, and you activate
this function, you will start the Cost Control. You can print several reports with
project data.
Code
Description
The default setting for these fields is taken from the project. You can change the
description for the current document.
The code length is the default from the System Options. If you change this default in the system
options, you must change it in several print templates also.
VAT [%]
The default is the VAT rate from the Project Properties | Settings | Tax Table.
Select <F3> to use a different tax rate from the tax table.
Currency
The project currency is set as default.
You can transfer another currency from the Currency catalog using <F3>.
▪ Tax calculation
The value-added tax is added first. Tax 2 and, subsequently, tax 3 is then
added to the specified output level.
Net
+ (Net * VAT %)
= Total1
+ (Total1 * Tax2)
= Total2
(Total2 * Tax3)
= Overall total
The Tax column shows the grand total of all three taxes.
These taxes are only shown in detail in the BoQ printout and in the Basic Data of
the PA or SP Properties.
This functionality is not available in other program components.
Budget
At the beginning of the project processing, you can type in a value here. However,
if you want to specify Budgets when editing the project, this field is disabled for
entry and the total of all subordinate budget values is specified.
▪ If you only have an enquiry and award in the package, the values of the enquiry
are copied and the field is disabled.
▪ If you only have an enquiry in the package, the values are copied.
▪ If you only have an award in the package, the values are copied.
Update
Select Update to recalculate the values.
Disabled
If you activate this function, the item totals (Calculated IT and Entered IT) of all
items are hidden. The fields are then highlighted in grey and cannot be edited. If
the package is disabled, it is not included in the summary.
2nd CUR
There is an option of entering a 2nd currency here. In many cases, the second
currency can also be printed out. Conversion is automatic.
Comments
In this field, you can enter any text for the package.
You can enter a 2nd currency here. In many reports, the 2nd currency can also be
printed out (automatic conversion to the 2nd currency). The currency has to be
entered in the Currencies catalog. You can select the currencies using <F3>.
Update
The displayed amounts are calculated again with this button.
Comments
In this field, you can enter any comments.
5.2.2.2 VAT
This setting is only active when the function Different VAT rates within one contract
is activated for the project under Settings | Tax Table.
The depicted tax rates come from the Tax Table of the project (project Properties,
Settings | Tax Table).
5.2.2.3 Settings
Rounding BoQ
The number of decimal places of the unit rates in the bill of quantities is set here,
as is the number of decimal places of the item totals in the bill of quantities.
This function is only active if you have activated the function Selectable in the System Options |
General | Basic Settings, in the Rounding BoQ section.
WARNING
the specified number of decimal places can be used in the external program.
This setting is ignored if the tender is imported as an X83 file.
Project statistics
The project alternative is taken into account in the project statistics if you enter a
check mark for Project Statistics. You can print out the project statistics in the
Project Explorer with the Application Button | Print | Print.
In the tender project phase, you can only view these properties if you have activated them in the
System Options Project/Project Alternative | Change Order, function Change Order in Tender Phase .
2. Select Change Orders, click in the upper white field in the tab with the right-
hand mouse button and execute the context menu command New.
3. The program creates a new line. The numbering of the change orders is
consecutive. The description of the change order is set as default. You should
change this yourself.
Status
With these eight functions, you can set defaults for the relevant status of the
change order. As soon as you activate one of the functions, the program
automatically enters the current date (internal computer date) - which you may
overwrite.
This information is set as a default when a BoQ element is assigned to a change
order number; however, they can also be overwritten there. You can modify the
change order status at any time.
Update
You can press the Update button if the totals are not automatically calculated.
Valuation factors
These fields contain the defaults from the System Options | Change Orders. You
can adapt the value of the fields for each change order.
▪ Table
The fields highlighted in grey with the columns Net, VAT and Gross are valid
for the respective (selected) change order number and will be calculated
automatically, as soon as you assign BoQ elements with cost details to a
change order number.
▪ Change order
This field contains the total of the change order items belonging to a change
order, which does not depend on the status and the valuation percentages.
Comments
Enter a description for this change order.
a) If several change orders exist, you can see the details for each change order when you select the
respective change order.
b) If not all change order items (for one change order number) have the same status, all the status
information given in the bill of quantities will be activated and displayed highlighted in grey.
c) The totals including all change order items are displayed in the bill of quantities.
d) New change orders automatically receive the status identified.
Each change order that you create in the bill of quantities adopts the setting of the
valuation factors from the PA and SP Properties, respectively. In the bill of
quantities, you can change these defaults for the current change order in the
Element Properties | Change Orders.
If the current change order has an item total in the bill of quantities and you change
one (or both) of the valuation factors, the information of the parent PA and SP
Properties are automatically adjusted, respectively. However, first you must select
Update in the PA or SP Properties, Change Orders. If you subsequently create a
further item for the current change order, the newly calculated valuation factors are
also used as a basis there.
5.2.2.5 Submission
Enter all the information for the tender opening.
Reference
Enter the number for the data processing here.
Award No.
Enter your award number here.
Award method
You can select the type of award from the drop-down list.
Type of contract
Select the contract type here. The default selection options are present in the
system characteristic VTGGR.
Enquiry
Enter data regarding the enquiry here.
Bid opening
Select the date for tender handover in the calendar.
Time
Enter the time for the handover deadline.
Award deadline by
Select the date on which the award deadline is set in the calendar.
Request deadline
Enter the request deadline in connection with the enquiry database.
Date of publication
Enter the publishing date in connection with the enquiry database.
Comments
This field is available to you for comments on the tender opening.
5.2.2.6 Opening
Specify the assignment of the enquiry to the work categories.
Work categories
Specify the work categories assigned in the bill of quantities here.
In the System Options, determine whether the work categories are generated from
the reference to the BoQ catalog or from the StLK number. If the StLK number is
given as a reference, these work categories are automatically entered in the WC
catalog if this has not already been done.
CPV number
For EU Enquiries, the CPV numbers (Common Procurement Vocabulary) of the
enquiry can be assigned. The CPV number is a System Characteristic, to which the
CPV class catalog is assigned as the typical value.
Remark
Enter the specification of the enquiry in unformatted form.
5.2.2.7 Award
Here, all data on the award is entered.
Contract number
This field is intended for the contract number.
Date
Select the date in the calendar.
Execution
Enter the planned and actual dates for the execution of construction work.
Acceptance
Enter the information regarding acceptance of construction.
▪ Method
You can select the acceptance method from the drop-down list.
▪ Date
You can select the date for the acceptance of construction from the calendar.
▪ Warranty
Specify the warranty period here and select months or years from the drop-
down list.
▪ Warranty End
This field shows the date on which the warranty expires.
Budget
The planned budget is displayed for your information.
▪ CUR
The selected currency unit is shown for information. You can transfer another
currency from the catalog using <F3>.
Lot-based award
BoQ alternative tender
approved for each lot
These flags provide information for the enquiry databases. You can specify
whether the awarding is by lot. You can also select the function One BoQ for each
lot. You can specify whether alternative tenders are permitted.
Comments
This field is available for extra notes pertaining to the award.
5.2.2.8 Contractor
You will only find the Contractor in the SP properties of the SP phase contract. You
will find the Bidder instead in the SP phases enquiry and award.
The contact of the bidder to whom you have awarded the contract is copied here.
New contact
Enter a new contact.
Find
Find an existing contact.
Details
This button only becomes active if you have selected a contact.
Click on this button to open a dialog window into which you can enter further data
related to the contact.
Award No.
You can enter the creditor number in this field.
Reference
Enter the number for the data processing here.
Cost Code
This field is intended for the cost code.
a) If you have selected a contact which is used in other objects too (e.g. contact in a package), a
note appears in colour.
b) If you want to change a contact which is used in more than one object and one of these objects is
read-only (e.g. a package), you cannot make any modifications in the first line that concerns the
company name. Create a new contact in this case.
Table field
Create the data with the context menu.
▪ Insert line
Insert a line above the current item.
▪ Insert
Add
Append
Add a particular line type.
– Text
Insert a line for text.
– Base amount
Insert an amount.
– Total
Insert a totals line. The total combines all elements which lie above this
line.
– Markup
Insert a markup.
– Deduction
A line for a deduction is inserted with this command.
– Assembly
Insert an assembly from the Assemblies catalog.
Set the default settings for line types in the System and User Options | Configuration.
Payment modalities
The payment modalities can be defined in the lower section. Specify the term for
payment and the early payment discount conditions in the form of days or for a
certain date.
5.2.2.11 Bond
Here, you can make all specifications for bond administration.
There are 4 lines for entering the bonds in the table. The data in the lower part for
the bond relates to the selected field in the table. The defaults from the System
Options | Project / Project Alternative | Bond are adopted and can be expanded at
this location, if necessary.
You must fill the following fields for each bond created in the table field.
Bond
▪ % of the Contract Total
Enter the percentage of the contract value for which the bond is accepted. The
contract value from the basic data is displayed next to it for information. You
can enter a net or gross value instead, then the percentage is automatically
calculated.
▪ Net
Gross
Enter here whether the gross or net value of the tender total is to be considered
as the basis of calculation, and enter the amount of the bond. The percentage
of the bond in relation to the contract totals is calculated automatically.
Date
You can select the respective date from the calendar.
Bank
In the drop-down list, select the bank in which the bond has been deposited.
The defaults stem from the system characteristics.
Total
This field displays the amount of the total bond with the associated currency.
Redeemed on
You can select the date from the calendar.
5.2.2.12 Parameters
You can create, delete or filter parameters via the context menu.
Code
Enter a name for the new parameter in the Code field. You can also select a
parameter from the catalog. For this, use the function key <F3> and select a
parameter.
If you search for a parameter in the Characteristics catalog, you can select whether the parameter
from the master project or your current project is to be used. If you use a parameter from the master
project, it is automatically copied to the Characteristics catalog of your current project.
If you enter a code for the parameter, which is not yet present in the Characteristics
catalog, you are asked by the program whether you want to enter the parameter.
Clicking the Enter button to open the catalog editing and you can enter a new
parameter there. With a click on the Search button, the Parameter dialog box
opens, in which you can select an existing parameter.
Description
UoM
The name and the unit of measure are copied from the Characteristics catalog.
A detail is shown in red if it cannot be resolved because, for example, it refers to itself.
Value
If the parameter is a number that can be totalled, the number used in the quantity
detail appears in the Value column. For text parameters, the value is a text, e.g.
colour = green.
Type
The parameter type entered in the Characteristics catalog appears in this column
(Text, Summable Number, Non-summable Number, Date or Key Figure).
User-def.
By default, these columns are not visible. You must first activate these with the
table configuration. The column headers stem from the Catalog Properties, User-
defined of the Characteristics catalog. Enter the relevant data here.
▪ Project alternative
▪ Package
▪ Class
Key figures can be defined on all levels of the class catalogs. The results of the
key figures are not displayed in the catalog, since results are not generally
calculated in catalog elements. The key figures of the class can be output in a
matrix report printout.
They are used, for example, to determine the costs, the budget, the quantity and
the revenue. You can access various system values for this. The key figures are
managed in the Characteristics catalog. Here you can only select entries, which
were assigned the type Key Figure in the Characteristics catalog.
Using the system values, you can call up e.g. the total values of the total job costs.
However, if you would only like to call up costs of a specific type, you can create
these values individually using a syntax.
Likewise, the key figures are also shown in the estimate document. The key figures
can be output in the BoQ and matrix report printouts.
2. Create a line in the table field. Do this via the context menu command New.
Position the cursor in the Code field. You now have the following options:
3. After you have added the code for the key figure, the cursor automatically
jumps to the Quantity Detail/Typical Value field. You now have the following
options:
To select the respective parameters and system values, press <F3> in the
Quantity Detail/Typical Value field.
– System values
There are a certain number of system values. The system values are
provided as pre-calculated declarations automatically determined from your
project. In order for you to be able to differentiate between system values
and other parameters/characteristics, the names (codes) always begin with
an underscore (_) e.g. _PA_Ten_BoQ (net tender total related to the BoQ
quantity).
The Parameters show all of the parameters of the current project. The three tabs
PA, Object Model and Elemental Costing display the respective system values.
Select a parameter or a system value.
System values that cannot be calculated as a result of missing data have the value 0. If, for example,
you have not created an elemental costing and then carry out a multiplication with the system value
_EC_sum, the result will be equal to zero, since the system value _EC_sum (sum of the elemental
costing) is equal to zero.
Example: F(CoC="2";M="BoQ")
AQ Adjusted
quantity
Revenue
Budget
Type and code COC Code or range Cost code See below
Code Meaning
- Nothing
Update
The current values are recalculated when this button is clicked. Apart from that,
total values of the QTOs and the calculation are updated.
▪ Item/Quantity Reference
In this case, you can assign the quantities to the bill-to party.
▪ Spread by Percentage
The percentage share of the respective bill-to parties are set by default and
each quantity is automatically divided in this ratio when it is entered.
▪ Changeable at BoQ
This function only becomes active if you have selected Spread by percentage.
If you activate this function, you can change the default in the bill of quantities.
Middle section
Here, you can create the bill-to party. Enter the description of the bill-to party in the
Description field. If you have selected the percentage distribution, fill the
Percentage column also.
▪ New
Delete (context menu command)
Use New in the context menu to create a line for a bill-to party. With Delete,
you can delete a selected bill-to party.
Lower section
New contact
Enter a new contact.
Find
Find an existing contact.
Details
This button only becomes active if you have selected a contact.
Click on this button to open a dialog window into which you can enter further data
related to the contact.
a) If you have selected a contact which is used in other objects too (e.g. contact in a package), a
note appears in colour.
b) If you want to change a contact which is used in more than one object and one of these objects is
read-only (e.g. a package), you cannot make any modifications in the first line that concerns the
company name. Create a new contact in this case.
5.2.2.15 Logs
All the actions performed with the project, such as Roll In and Roll Out, are
documented here.
Append <Ctrl>+<N> to create a new line. Use Delete <Ctrl>+<L> to delete the
selected line after confirmation.
Table field
You can generate this table field automatically. To do so, click on Generate.
Table
Compile a table whose columns have the following meaning:
▪ No.
The serial number appears here. It is automatically entered by the program and
cannot be changed.
▪ Description
Enter a distinctive description.
▪ Date
Enter the date for the payment in this field.
▪ %
Enter a percentage of the payment. The remaining values are filled by the
program.
▪ Billed
You can enter a checkmark in this field if the billing has been carried out.
▪ Due
Enter when the payment is due in this field.
▪ Conditions
In this field, you can specify the conditions under which the payments are to be
made, e.g. completion of structural work.
Update
The data is updated.
Generate
The program creates a complete payment schedule according to your
specifications.
1. Click on Generate.
A dialog box opens.
3. Select the period between the partial payments or enter the number of desired
partial payments.
4. Enter the point in time for the first and the last partial payment.
5. You can edit the existing text in Description field. This text appears in the Cash
Flow section of the table, in the Description column.
6. Click on OK.
A table is generated in the cash flow.
The number of lines corresponds to the division of the partial payments.
The amounts are the quotient of the totals to be divided and the number of
partial payments.
See also
5.2.2.17 External ID
This property is only active if System Options, Project/Project Alternative | PA
Workflow or Package | SP Workflow were registered as workflow connectors.
During the export, an external ID can be supplied by the external program. This ID
is displayed here.
5.2.2.18 Authorisations
If you like to have no restrictions, you can ignore these settings.
The authorised or excluded users can be individual users or user groups. The
users and groups that ultimately appear in your selection dialog box upon clicking
one of the Edit buttons depends on your company's internal network structure.
Default
In the Functional authorisations for all users field, you can set the default setting for
the object administrator. If you have not made any default settings there, this tab
will be empty and only the Edit button in the Object Administrators section will be
active. This case is assumed in the following description.
WARNING
Awarding authorisations
1. First, award the authorisations for the object administrator.
Object Administrators
Click on the Edit button to the right of the Object Administrators area, in order
to specify the user, the users or groups that are allowed to administrate the
respective project (changing the authorisations, for example). A dialog window
opens.
Add Users/Groups
Double-click inside the two sections on the left side of this box to move groups
or individual users to the section Authorised on the right. You can also click on
a group or a user from the left-hand field and then move this item into the right-
hand section via the arrow button. As soon as you have selected a group or a
user, the name will appear in the opposite field.
Server
The servers used for the system administration, which manages the groups
and the users, are displayed here. Click on theUpdate button to update the
display of the users and groups.
a) You can enter the user name or even the user name with its default domain name in the Users
field.
b) Remove Users/Groups
Click on the user or the groups in the right-hand field if you want to withdraw the awarded rights
from single users or groups of users, and remove the item with the appropriate arrow button or by
double-clicking.
4. The function Edit in the other three fields becomes active. You can also set
certain restrictions for single users or groups of users in these fields as
described above.
Read-only
All the users and groups of users with read-only access for the current object
are shown in this field. The object administrator can change this authorisation.
Read-write Access
All the users and groups with read-write access to the current object are shown
in this field. The object administrator can change this authorisation.
No Access
All the users or groups of users who do not have access to the current object
are located in this field. The object administrator can change this authorisation.
It is best to enter all project participants at project level. This will give you a clear
overview at all times. During the course of the project, you can access these
project addresses each time you select an address and therefore don't have to go
and find them in the general address book.
2. In the structure tree, highlight the top entry; in other words, the project.
4. In the top table field, click on the context menu command New.
A table cell is created. The No.. column is automatically numbered sequentially.
5. In the table cell Description, click on <F3> or in the lower area, click on Find.
The window Address Selection opens.
Enter all project addresses in the same way. If later on, e.g. in the bidder
administration, you create a bidder, then when you come to select an address, all
addresses that have been entered are displayed here.
Entering JV members
1. Open the project.
2. In the structure tree, highlight the top entry; in other words, the project.
4. In the top table field, click on the context menu command New.
A table cell is created. The No.. column is automatically numbered sequentially.
Since the activities are different in the two SP phase changes, they are explained
separately in the following sections.
1. You have selected the package whose SP phase you want to move to another
phase in the project window.
Click on the above-named function.
The SP phase award is created and the SP phase enquiry appears as read-
only in the project structure. In the SP phase Award, an evaluation is
automatically created.
a) If you cannot execute this function, you probably do not have the rights (functional authority).
b) If you roll a bill of quantities back to the SP phase enquiry, any changes made to it in the SP
phase enquiry are copied.
If you want to roll a package back from the SP phase award to the SP phase
enquiry, carry out the following work steps:
1. You have selected the package whose SP phase you want to move to another
phase in the project window.
With this wizard, you can roll out or roll in packages and fixed term contracts. This
is practical if you want to edit the data on site and no one is allowed to change the
database in the office.
When rolling a project out, a new project is created, which contains the desired
package. The original package is read-only.
Defaults for the Roll Out wizard can be specified in the System Options.
Roll out
1. Select a package in the project structure.
3. Select the project group in which the new project with the selected package is
to be created.
Enter a name for the new project in the Code field.
Optionally, you can create an archive file in the lower section.
4. Click on Next.
The wizard displays another window.
6. Click on Finish.
The new project is created with the package.
The action is documented as Rolled Out in the Logs of the SP Properties.
The package that has been rolled out is read-only. You will recognise it by the
changed symbol in the project structure.
Roll in
1. Select a package in the project structure.
4. Click on Next.
The wizard displays another window. A summary is displayed in this window.
5. Click on Finish.
If a new package is created in the project and the package is available in the
master, all data specified for the package in the master is copied, e.g. the bidder
administration with all specified bidders. If no parameters or key figures are defined
in the master SP, they will be copied from the defaults in the project type catalog.
6 Template projects
Template projects are standard projects, the contents of which you can reuse when
you create new projects Template projects have a special flag.
Projects that occur frequently in the same form, can be flagged as template
projects.
a) When the template projects are saved, this flag is saved. If you back up a project with this flag, it
is automatically a template project.
If you do not want this, remove the flag from the Project Properties | Basic Data after backing up.
b) Ensure that you know the contents of the template projects. The comparison and quick project
editing are based on the standard that the structure is comparable.
c) You can also use every other project as template, by copying and editing it.
See also
▪ If you have already created a project and want to paste the data of a template
project into this project, copy the data from the template project and paste into
the current project.
▪ When you create a new project, select any template project as basis for the
data stock of the new project.
7 Documents
The program refers to nearly everything as a documents, such as, for example,
bills of quantities, estimates, QTOs, stored reports, secretary documents. With the
Start | New | xxx in the project window, you can insert documents into the project
alternative or package. Which of the documents can be inserted in the particular
situation can be seen from the commands. If you have inserted a document, the
properties of the particular document are displayed.
Here, you can specify whether or not a newly created document should be opened
automatically, and whether or not a query should appear. Furthermore, you can
specify how the program should be configured in the event that individual
documents already exist.
The following sections describe the handling of secretary and external documents.
Note that each edit changes the original document. If you want to retain the original
document, create a copy of it before you edit it.
WARNING
a) A link is not a copy but merely gives path details leading to the source file. A link can be identified
by a small arrow on the lower left-hand corner of the icon. The source file opens when you open
the link. If you wish to retain the contents of a source file, you must first make a copy in the
desired project in Windows Explorer and then link it.
b) External documents are not saved with the project.
You can create an infinite number of links to a source file within one or several
projects. All the links remain but they can no longer be opened, if you delete the
source file.
1. Click on the project alternative, the package, the fixed term contract or the
documents folder in your project structure.
3. Select the folder that contains the file that you want to link. Select the
document and click on Link to create the link. The action is cancelled when you
click on Cancel.
You can create a link to a document within your project structure, if you have
created it directly in the Secretary.
1. Click on the Project Alternative, the Package, the Fixed Term Contract or the
Documents folder in your project structure.
Wherever no dialog box is displayed, e.g. while copying an entire package, the first option is always
used.
Copy options
▪ Only copy existing files in the project structure
This option is the standard default, even if the dialog box is closed.
With this option, only files that are already present in the correct place in the
Documents folder are copied. All other files are referenced with a link.
This option ensures that all files are copied to the document structure in the
target object, even if the output object references an external file e.g. in
c:\temp.
This option always creates a link, regardless of where the output file is located.
If you want to remove the link of the document to the project, click on this function.
The link is deleted if you confirm the confirmation query with OK. The document
disappears from the display in the project structure.
As a general rule, documents may also reside on web servers. Documents can be
inserted in the document folder of any project by specifying a URL path.
1. Select the folder in the project structure into which you want to insert the
document.
Enter the URL. This can be an http: https: ftp: file: and mailto: link.
You need not necessarily specify the Title of the document; it is generated from
the filename.
File
Link
The path and filename of the selected file are displayed in this field. The two
buttons beside this field have the following function:
If you rename the file, make sure the original file is also renamed. The file with the previous name will
then no longer exist.
Click on this button to open the Link dialog box. In this dialog box, you can replace
the selected linked file with another selected file.
If the document is changed or deleted in the original, the changes are adopted into the links.
8 Filter
Start | Filter |
Start | Filter |
Start | Filter | ∑
The filter functions support you in numerous program areas. You can activate and
deactivate the filter with the above-named functions.
▪ Click on Start | Filter | and the program opens a submenu where the saved
filter definitions are listed.
The filter definition with the checkmark is the currently loaded filter
configuration.
▪ The absence of a checkmark means that the filter is deactivated. All the
elements are displayed.
The screen view is refreshed immediately after you activate or deactivate the filter.
WARNING
Deactivate filter
4. Click on Add. The stated filter definition is transferred to the filter description.
5. Click on OK.
Once the dialog box is closed, the filter settings become active, and only the
elements which meet the filter criteria can be seen.
Typical values
If a variable has typical values, click on Typical Values. The Selection of
Parameters dialog box opens, in which you can select the appropriate parameters.
If you click OK, the parameter is shown in the Value field and can be used as a
filter criterion.
Variable (advanced)
You can enhance the filter definition if you want to restrict the selection of the filter
criterion Variable even further.
1. Select the filter definition Variable (advanced) in the Data Field field. The Edit
Filter for Parameters button appears.
2. Click on Edit Filter for Parameters to open another dialog box for the filter
definition.
Certain criteria are available for selection in the Data Field list field, e.g.
Description, Unit Of Measure, Code and Value.
3. Select a filter criterion and click on OK. The filter criterion is now transferred to
the display field of the filter definition.
▪ Typical values
This function only appears if you have made a selection in the data field, which
is aimed at a catalog such as location or work category. Open the
corresponding catalog; there, you can search for the filter criteria for the current
document. If you know the desired value, you can enter it as usual in the Value
field.
Operator
This drop-down list adapts to the selected data field, i.e. not all of the operators are
active all of the time. You can select how the filter should work here.
▪ = (equal)
Only those elements are shown which correspond exactly to the value of the
data field selected.
▪ = (unequal)
Only those elements are shown which do do notcorrespond to the value of the
data field selected.
▪ > (greater)
Only those elements are shown which are greater than the selected value of
the data field.
▪ < (lesser)
Only those elements are shown which are less than the selected value of the
data field.
▪ MULTI
Several elements can be selected.
▪ BEGIN_WITH
Only those elements that begin with the specified value are displayed.
▪ DO_NO_BEGIN_WITH
All elements beginning with a text other than that specified are displayed.
▪ CONTAINS
Only those quantity details are displayed which include the value given.
▪ DOES_NOT_CONTAIN
All elements are displayed which do not contain the specified text.
Value
The content of the drop-down list adapts to the selected data field. For some data
fields, you have to enter a value, while for others, you can choose from a number
of different selection options.
Add
You copy the selected field contents into the filter description.
You can create complex filter settings with the link buttons And, Or, [ (open
bracket), ] (close bracket). You can enter a condition, transfer it into the filter with
Add and then use the link buttons to decide whether the conditions have to be
fulfilled simultaneously, or alternatively, and so on.
WARNING
A filter is only defined if the selected field contents have been adopted into the filter description using
the Add button.
Replace
By double-clicking on a filter condition in the lower portion of this window, this filter
condition is adopted in the upper part of the window so that you can change it as
needed. Then click the Replace button to replace the filter condition.
Delete
You can use this button to delete one of the selected filter conditions in the filter
description.
And
Or
You can link two filter definitions with one another, in order to further limit the
search according to elements. There is always an operator between two filters
(AND/OR) which determines how the two filters are to be linked to each other:
(, )
The AND/OR operators have a different weighting in the filter definition. The AND
operator has a greater weighting than the OR operator. You can use brackets to
create mathematically flawless filter definitions.
Case Sensitive
This function is active as standard. Deactivate the filter if you prefer it to ignore
capitalisation.
Quick editing
The quick filter can have several default attributes (AND or OR link) and can be
used quickly by selecting the "Edit filter" button and only entering the filter terms in
the relevant fields.
If there is a logical link (AND/OR), only the line in the table which can actually be
completed, is displayed.
The quick filter can be deactivated via No Filter.
Load
You can load the saved filter definitions.
Save
You can save the current filter definition, enabling it to be reused again quickly and
without complications. The filters will be saved with the file name extension .fil.
New
You delete the existing filter definition from the window and create a new one.
When you close the setting with OK, the filter is automatically active.
▪ Code
The Code field is also shown. You can enter the code for the parameter here or
select the parameter via the Search button. The Parameter window opens.
Select the respective parameter and click on OK. The code for the parameter
will be transferred.
▪ Typical values...
If a variable has typical values, click on the Typical Values... button The
window Selection of Parameters opens where you can select the appropriate
parameters. If you click OK, the parameter is shown in the Value field and can
be used as a filter criterion.
Variable (advanced)
You can enhance the filter definition if you want to restrict the selection of the filter
criterion Variable even further.
Proceed as follows:
1. Select the filter definition Variable (advanced) in the Data Field field. The Edit
Filter for Parameters button appears.
2. Click on the button Edit Parameter Filter to open another window for the filter
definition:
In the Data field list box, you can select various criteria, e.g. Description, Unit of
measurement, Code and Value.
3. Select a filter criterion and confirm your entry with OK. The filter criterion is now
transferred to the display field of the filter definition.
It is therefore possible, for example, to filter by all items where there are quantity
splitting lines with allocation to spaces.
– Data field
Object Element Type
– Operator
= (same)
– Value
Space (enter the word.)
5. Click on Add.
The filter definition is copied to the field below.
6. Click on OK.
This takes you back to the first window Filter Definition.
The previously specified filter definition is now in the Value field.
Example
BoQ data
RN Specification
1.1.10, 1.1.30
1.1.20, 1.1.40
1.1.10
Use the filter quick editing to search effectively for specific content in the current
data. This type of filter definition speeds up the process and helps you work more
efficiently in the current document. Use the "normal" filter definition to create a
basic filter, without having to indicate the values to search for. Only enter those
when you are searching for specific content in the document.
1. Define a filter query with several conditions and save this filter definition.
Example: Specification CONTAINS_MULTI '' AND Specification
CONTAINS_MULTI ''
Use this filter definition to search for the specifications which contain two terms.
3. If, for example, you search for items with specific specifications during the BoQ
editing, click on .
The window Filter Quick Editing opens with the previous settings.
Specification Masonry
Specification 24
The filter condition is fulfilled if the comparison does not apply to any of the
split-quantities.
▪ Remaining operators
The filter condition is fulfilled if the comparison applies to at least one split-
quantity.
The same filter logic applies to the data field Classification No. as to the filters in the split-quantities.
Proceed as follows:
2. Edit filter... The Filter Definition window opens Enter your filter conditions.
3. Click on the button Save and the current filter definition is saved in the directory
...\Configurations\Filter\"Project" with the file extension
4. .fil.
You can select whether you want to save the filter separately in the User
directory or together in the System directory.
5. Enter a name for the file. Click on OK to save the filter file. Select the Delete
button to again delete the highlighted filter file from the directory.
Select the menu command View | Load Filter. You will find all saved filter
definitions in the submenu. Click on one of these filters to activate it immediately.
2. Edit Filter...
If you select the menu command, the Filter definition window opens.
If you click on the relevant button in the toolbar, a submenu opens with all previously saved filter
definitions. Click on an entry in this submenu to load the respective setting.
The Files field lists the saved files. Highlight the filter file which you want to
load. The name of the selected file is displayed under File name.
The saved filter conditions are displayed in the display field for the filter.
4. If you complete the settings in the window Filter definition by clicking on OK,
the filter is automatically activated (menu command View | Filter on is
activated) and the search result is displayed immediately.
9 Specification
View | Screen Configuration | Docking Window | Specification
You can enter descriptive texts for individual objects in the Specification window.
In the Project Properties | Settings, Specification Format you can select whether
you want to use the Secretary (WTX) or an RTF editor within the specification. You
must use the RTF editor if you would like to use Unicode.
Enter a specification
1. If necessary, switch to the Specification window.
3. To format the text, use the context tab group Text with the multi-function bars
General and Advanced.
Show and hide ruler and ruler scale
Text | Advanced | Show/Hide | Ruler
Text | Advanced | Show/Hide | Ruler Scale
Click on the relevant function to show or hide the ruler and ruler scale.
Using Unicodecharacter
Unicode characters are supported.
You can edit the specification using the functions of the internal text processing
Secretary. As soon as you position the cursor in the specification, the context tab
group Text is also displayed with the multi-function bars General and Advanced.
The formatting of the specification is defined by the templates of the layout you
have set. The layout "A4portrait.lay" is selected as the default layout.
a) If you use a project-related layout, this will be used automatically as the screen layout.
b) It is also useful to set the print layout for the specifications. This ensures that the specifications
will be printed exactly in the same way as they appear on the screen. You have to make two
settings in order to ensure this:
Specifications are available to you for many elements. You can start entering text
when you position the cursor in the specification field. If you cannot edit an existing
specification if it is read-only.
a) You can jump to the next tabulator position in the specification with the shortcut <Ctrl>+<T>.
b) When you import ASCII specifications, the page margins are adapted to the template you have
selected.
Once your product is installed, you will discover that the A4portrait.lay layout with
its templates BoQ Specifications, BoQ Note, BoQ Text and BoQ Design
Description is set as default for editing specifications. The templates are set
automatically in the product as text is entered.
If you wish to work with the default templates or have already edited the existing templates, you do not
need to make any further changes.
Once the new templates have been defined, it is very easy to set them as default
for your specification.
Assign the templates in the following way, even after a new layout has been
created.
WARNING
Any changes you may make to the settings only take effect once your application has been restarted.
– Specification template
Here, you can assign a template to each text group (item, note etc.). You
have to enter the name of the template.
Use this function to assign different formatting than that in the layout (lay) to the
selected specifications or format all specifications the same.
WARNING
This kind of modification is also hard formatting which overrides the settings of the layout file.
▪ Entire BoQ
The specifications of the entire bill of quantities are affected by the changes.
▪ Table
Only the specifications of the items visible in the table view are changed.
Only the specifications of the items selected in the table are changed.
Format template
You can select a template from the list field and assign it to the selected
specifications.
▪ Font
The font dialog box opens. You can set the font, font style and font size.
▪ Remove hyphens
Remove line breaks
The existing hyphens and line breaks are removed when the selected elements
are reformatted.
▪ Set hyphens
The selected elements are tested for correct hyphenation. Leave this function
deactivated if you do not want any hyphenation.
Find
Replace
Enter a text into the Find field for which the specifications of the selected elements
should be searched. Enter a text into the Replace field which will replace the text
you are looking for. The changes will be executed without further queries as soon
as you click on OK.
Including
Select whether the listed BoQ elements are to be affected by the new formatting.
You can modify the templates of selected specifications and move the margins and
tabulators in selected specifications.
WARNING
This kind of modification is also hard formatting which overrides the settings of the layout file.
▪ Entire BoQ
The specifications of the entire bill of quantities are affected by the changes.
▪ Table
Only the specifications of the items visible in the table view are changed.
Move margins
You can modify the margins for the selected specifications here.
▪ Left
▪ Right
Enter the values for the left and right margins in these fields.
Move tabulators
You can move all tabs of the selected specifications by the value you enter in this
field.
If you enter a positive value, the tabulators will be moved to the right by the value
entered. If you enter a negative value, the tabulators will be moved to the left by the
value entered.
Including
Select whether the listed BoQ elements are to be affected by the new formatting.
Printing graphics
Graphics are saved and edited internally, e.g. in the specification or when printed as JPEG format.
This means that many more images can be output during the printout without causing any memory
problems.
While editing the text, you can insert a graphic at any point in the text. The inserted
graphic and its frame are anchored to the text and move with it if changes are
made. You can use the cursor to determine where in the text the graphic is to be
inserted, baring in mind that the location of the cursor represents the bottom left
corner of the graphic.
The program provides the common menu commands in the context menu to make your work easier:
Change Box, Delete Box, Load Content from File and Delete Content.
If you close the Load Image window by clicking on Cancel, an (empty) graphic box is still created. You
can delete this graphic box by selecting it and pressing <Del>.
The graphic is adapted to fit the graphic box, regardless of its original size and
format.
You can change the size of the inserted graphic. To do this, move the mouse to
one of the small squares (the mouse pointer becomes an arrow), click the left
mouse button and continue to hold it down while dragging the mouse in the
appropriate direction.
2. Select <Ctrl>+>V>.
The graphic from the clipboard is inserted and the correct proportions of the
graphic are maintained.
The graphic inserted from the clipboard always retains its proportions, even if you change the size of
the box.
Highlight the graphic which you want to replace and select the context menu
command Load Content from File. A Load Image window opens where you can
select the graphic file to be inserted. Then click on Open.
Highlight the graphic which you want to replace and select <Ctrl>+<V>.
The graphic from the clipboard replaces the existing graphic.
This command inserts a box at the cursor position. Double click in the text box to
write inside it and to format it. The text box is anchored to the text and moves with
it when changes are made. You can use the cursor to determine the location at
which the box is to be inserted, baring in mind that the position of the cursor
represents the bottom left corner of the box.
It is also possible to change the size of the inserted text box. Click on the frame
and position the mouse pointer on one of the small squares, known as anchor
points or handles (the mouse pointer becomes a double arrow).
While holding down the left mouse button, drag the mouse in the appropriate
direction. As soon as you release the mouse button, the frame is changed in
accordance with the direction in which the mouse was dragged.
The Tools functions are not described in the following section because you are not
able to make any changes to them.
WARNING
You can only undo changes which may have been made to the boxes with a renewed change. For this
reason, you should note the original settings.
9.6.3.1 General
Name
In this field, you can assign a name to the selected box. You can use project-
related company logos and texts.
Reference
Text and graphic boxes can be used with reference to the cursor, the page or the
layout, depending on their function in the document.
▪ Text
Text-related boxes are part of the continuous text flow and are used for
inserting objects (e.g. figures) that should appear in a fixed position at a
specific point in the text.
The position of a (text-related) text flow box is defined by the position of the
cursor when the box is created and has a fixed assignment within the text.
However, its position on the page is treated dynamically. A text-related box
always adapts to the flow of the text. This means that if text is inserted at a
later date, the box in the text flow area automatically moves with the text and is
shifted accordingly.
By assigning a fixed text position as default, you can prevent text flow boxes from being moved, with
the result that only the size of the box can be changed.
▪ Page
Page-related boxes can appear anywhere on the page, both inside and outside
of the text flow area. They are assigned a fixed position on the page and have
a "text displacement" effect, in other words, the text flows around these boxes.
A text area in which a text-related or page-related box is created automatically
adapts to the new prevailing conditions of the page. The text flow can be
defined separately for each box and can be based on the position and size of
the boxes.
▪ Layout
Since this can lead to overlapping text, please ensure when working with these boxes that the content
of the text area is not overwritten by the content of the repeated boxes.
The arrangement of the boxes and the editing of their contents depends on the
settings you have entered in the page layout for the first, the even-numbered and
odd-numbered pages.
If, for example, you have designed independent even- and odd-numbered pages,
you also have to edit the repeated boxes of these pages separately. This also
applies to the editing of boxes that have been created in the page layout on a
separately defined first page.
Position/size
You can change the position and size of the respective box in this area.
▪ Line/column
These fields contain the current position of the box, which can be changed
here.
▪ Height/width
Indicates the current size of the graphic or text box in cm. Enter new values to
change the size of the box accordingly. As soon as you click on OK, the
Secretary module changes the size of the box according to the new values.
Text flow
Here, you can determine the way in which the text surrounds or encloses the box.
The following settings are available for this purpose:
▪ Skip
There is no text to the right or left of the box, the text flow continues below the
box.
▪ Automatic
The text flow is based on the position of the box. If the box is positioned on the
right side of the page, the text flows past it on the left. If the box is positioned
on the left, the text flows past the it on the right.
▪ Left
The text flows past the box on the left side only.
▪ Right
The text flows past the box on the right side only.
Display
Here you can specify the appearance of the box, the distance between the box and
the continuous text flow, and the distance between the contents of the box and the
frame.
▪ Frames
Here you can determine the thickness of the frame in cm. If you enter 0, no
frame will be created.
▪ Colour...
Click on this button to set the colour of the frame in a typical Windows window.
▪ Space to text
Here, you can specify the distance between the text flow outside the box and
the contents of the box. The size of the box is reduced by the value entered.
▪ Space to content
Here, you can specify the distance between the box content and the frame of
the box. The size of the box content is then reduced by the value entered.
Options
These options can be used to determine the general properties of the boxes:
In this way, you can prevent layout boxes from appearing on the last page if,
for example, it should not receive a page number.
The second option (only on last page) allows you to position the selected layout
boxes on the last page of the document only.
If you set this option, you are only able to change the size of the frame via
direct entries in the Height and Width fields. Changes cannot be made with the
mouse.
Activate this function (OK check mark) in order to retain the height-to-width
proportions when increasing or reducing the box size. In other words, the
function prevents you from compressing or stretching the box.
9.6.3.2 Content
Change by
This area is not active as standard.
Type
Indicates whether the box in question is a graphic box or a text box. You cannot
change the box type!
Options
These options can be used to determine the general properties of the boxes:
Activate this function if you wish to adapt the size of the box content to the box
frame.
Activate this function to automatically adapt the height of the respective box to
its content.
WARNING
In the case of multi-line texts, it is possible under certain circumstances for a text to extend into the
actual main text area.
▪ Checkbox
When you activate this switch, the box takes on the function of a checkbox.
The Check Box option allows you to insert check box fields or similar items into
your document. This option can be activated for both graphic boxes and text
boxes. If a check box is selected, it can be switched between the states Yes
and No. Do this by double-clicking on the box. If Yes is activated, the box
contents entered or loaded for this box will be shown; in case of No, the box
contents are hidden.
Background Colour
This button opens the typical Windows colour selection where you can select the
colour you want to fill the box frame.
First select the frame. Eight small black squares appear around the frame. You can
use the squares in the corners to enlarge/shrink the frame whilst maintaining the
proportions. The four remaining squares can be used to change the height and
width of the frame. Position the mouse on one of these squares. Press the left
mouse button and hold it down as you drag the frame to the size you require.
Guiding lines appear to assist you.
When editing a text box, the text is hyphenated in relation to the size of the box.
You can completely delete text box and graphic boxes (frame and content) by
selecting the <DEl> button or selecting the context menu command. A safety query
is issued.
Only the content of a box can be removed with the menu command Edit | Cut. The
frame of the box remains positioned in the text.
▪ Page breaks occur before and after items. In an item, a page break can only
occur in the specification. The lines before the specification (RN, item additions
and outline spec) are never split. The lines after the specification (quantity, unit,
discounts and UR breakdown) are never split either.
▪ There is also no page break at the start and end of the specification.
▪ The program checks the rest of a page which can be printed and decides
whether the item should even be started; the item is otherwise moved to the
next page. If it is started, the program checks whether the specification can be
split. Only specifications of 4 lines or more can be split. If it cannot be split, then
the item goes on the next page.
You will therefore discover that some pages are printed to the very bottom of the
page whilst others have free space.
You are free to set manual page breaks wherever you wish. The program reacts by
starting a new page and adds a page header to the pages with items. The
automatic page breaks are then calculated again starting from the next page.
▪ Therefore, you can already define page breaks when creating the bill of
quantities.
▪ If you insert a manual page break at the end of a specification, the current item
is written to a new page.
This does not happen with elements where the specification is read-only, e.g.
WIC elements or items from data collections.
▪ You also create a manual page break by inserting a blank note and creating a
manual page break in the specification. The whole note is then output at the
start of a new page.
Please note that the blank notes are not transferred during the data exchange.
However, if you enter a text in the specification before the page break and use
it for example as an intermediate header, the note is also transferred during the
data exchange.
There is still plenty of space in a page of the report and yet the next element starts on the next page?
There may be blank lines at the end of the specification. Since blank lines are also output, this makes
it look like the page break is incorrect.
Check the specification and delete the blank lines if necessary.
The display in the specification window and printout are not identical?
To ensure that the printing data is displayed in the same way as the specification window, make sure
that the layout is the same.
Assign the same layout which you use for the printout to the specification window. You will find this
setting in the Global or User-related Settings, Screen Layout, Layout for the Screen Display.
The number of lines that can actually be printed per page is determined by the print
template (DVL file) you selected. With this default setting, the program calculates
the space actually available for the output of text elements in the prescript by
subtracting the page header and a fixed safety margin at the bottom of the page
from the total height of the page. The result of this calculation is the space on each
page that is available.
You can enter default settings in the Global Settings or User Settings | Screen
Layout, Report Template for the Adjustment of Page Length in Pre-Script Texts.
The program always calculates the space available in the specifications field if you
activate the function and enter a DVL file. Deactivate this function if you prefer to
work without it (for existing text elements with manual page breaks, for example).
WARNING
Page breaks may be shifted, if the DVL file you enter for the printout does not provide the same space
for text elements as the DVL file you have set as a default. An error message will draw your attention
to this.
Several existing text elements will be printed continuously in the print document.
This means that only the first text element will be printed in the way in which it is
entered. If you want the second and all further text elements to each start on a new
page, you have to enter a manual page break at the end of the preceding text
element.
9.8 Tables
Text | General | Table | Create
Text | General | Table | Modify
Text | General | Table | Split
Text | General | Table | Line | xxx
Text | General | Table | Column | xxx
Text | General | Table | Cell | xxx
You can display data, e.g. text and numeric data, in columns and lines with a table.
Text in tables is just as much a part of the continuous text as text in cursor related
boxes. This means that it is included when you edit text, e.g. in find and replace
operations, or for the spell checker/hyphenation.
a) You can select one or several table rows quite easily if you place the cursor to the left outside of
the table, click with the left-hand mouse button and drag the mouse to the right and into the table
while pressing the mouse button.
b) You can use the key combination <Ctrl>+<T> to jump to Tabs within tables.
WARNING
Single table cells must not be higher than a printout page (minus header and footer). When you print a
table in which one or several table cells are too high, you will receive a message informing you of this−
however, the print preparation will continue. The respective table will not be output in the printout.
Creating a table
Text | General | Table | Create
You then set the number of lines and columns here, by stating the appropriate
values used to construct the table. You can also define a column width. You
can change both the number of lines and columns and also the width of the
columns later when you edit the table in the document.
You can select from four setting options, respectively, for displaying the grid
and the border and can also work with highlighting.
Modifying a table
Text | General | Table | Modify
You can change the ruling of the table in which the cursor is positioned.
2. You can now make changes as desired and then click on OK.
Moving a table
You can move the table in the horizontal direction using the mouse.
1. Click on the left-hand edge of the table and keep the mouse button pressed.
2. You can now reposition the table with the mouse button held down.
Finish moving by releasing the mouse button.
You can change the column width with the mouse if you want to re-adapt the width of individual cells
to the column width. This modification has an effect on cells the dimensions of which you have
previously changed.
With this function, individual lines, columns and cells can be inserted into a table.
Position the cursor in the line, column or cell where insertion should be made and
click on the desired function:
Row Line above current line Line below current line Deletes current line
Column Column before (left of) the Column after (right of) the Deletes current column
current column current column
Cell Cell before (left of) the Cell after (right of) the Deletes current cell
current cell current cell
Splitting a table
Text | General | Table | Split
You can split a table, i.e. create two separate tables from one table.
1. Position the cursor in the table line before which you want to split the table.
Deleting the line break (the empty line) created by the splitting means that the table
will be joined together again.
You can also use this function to insert an empty line before the table.
1. To do this, place the cursor in the first line of the table and click on this
function.
Deleting a table
<Del>
1. If you want to delete a table from a document, you have to select it first. Move
the mouse cursor to the upper left-hand corner of the table and press the left-
hand mouse button. Now drag the selection downwards with the mouse button
held down.
2. Click on <Del>.
The table is deleted without a confirmation query.
You can search for specific text passages in the current or in all specifications if the
cursor is in the specifications field.
Find
Enter the term or partial term you wish to find.
Miscellaneous
The program opens a list of text elements for which you can search in
connection with a search term. The selected character is inserted into the Find
input field at the current cursor position.
Text supplement
You can choose here, whether the search shall include text supplements. You
can activate Client and Bidder either together or separately.
Replace with
Activate this function if the sought text is to be replaced with another text. Enter
the text to be replaced here.
Forward
Back
Activate one of the options for the search direction.
Match case
Activate this function if you want to perform a case-sensitive search. Otherwise,
the search does not consider the case.
2. Click on Find Next (F3) to start the search process. You can then find the
search term in other specifications by pressing <F3>.
1. Place the cursor in the specification field, in the place where the reference to
an attachment is to be placed.
4. You can include the reference to attachments in the printout in order to get an
overview of which attachments must be output with which document.
When you edit the text supplement, it may be the case that you delete one of the inner (blue) brackets.
If this happens, select and delete the complete text supplement including the first and last brackets.
Then insert the text supplement again. It is easier to edit in the Element Properties | Text
Supplements.
The functions of the specification field are provided by the Secretary. You can only
use the hyphenation and spell checker and also the related default settings if the
cursor is positioned in the specification. You should first adapt your default settings
to your wishes in order to achieve optimum results.
You can enter any number of default settings for the editing of specifications,
including spell checking and hyphenation.
9.12.1.1 General
Set the scroll distances of a mouse scroll wheel, activate or deactivate overwrite
mode and drag and drop.
Settings
You can activate/deactivate the following settings as often as you like.
Distances
You can enter settings that affect the way in which you move or scroll through the
screen contents in horizontal and vertical directions.
If you set 30 cm for the vertical scrolling distance, for example, you can scroll down approximately 1
page with a click on the upper or lower arrow of the vertical image scroll bar.
If you enter high values here, it may be the case that a slight movement of the mouse wheel results in
several pages being scrolled. It is best to experiment with several settings before deciding on one of
them. You do not necessarily have to adopt the value from a colleague, since you can apply
completely different settings for the mouse via your operating system.
▪ Gridwhen positioning
Set any value you like here (e.g. 0.5 cm) in order to set tabs, tables and other
items manually to the size you want.
Save automatically
This function is currently not active.
Calculate background
This function is currently not active.
Units of measure
Select the desired unit.
While writing
The check boxes in this section control the specified functions during word
processing.
▪ Hyphenation
Activate this function to allow the hyphenation to be checked while you are
writing. Deactivate the function if you do not want this check to be run.
The Secretary module allows you to check a section at any time using the context menu option
Hyphenate and Check Selection.
▪ Hyphenation
Activate this function to allow the hyphenation to be checked during the
process. Deactivate the function if you do not wish for the check to be run.
▪ Spelling
Recognise incorrect capitalisation
Activate this function if the Secretary module is to consider upper- and
lowercase letters. If the program finds a misspelled word, you can correct this
in the Hyphenate and Check Document window.
Language
Select the correct language setting from the list field so that the Secretary module
sets the correct internal dictionary (not to be confused with your personal
dictionary!).
9.12.1.3 Dictionary
You can create a dictionary, copy it or select it for use in the Secretary module.
You can also insert the contents into another dictionary, change them or delete
them.
Dictionary
In this section, you can specify the dictionary that you wish to use.
▪ Select
You can set an available dictionary for the specification editing. The RIB
dictionary, Ribwoerterbuch.wrt, is supplied as standard.
▪ Save As
You can copy the set dictionary. After confirmation, a typical Windows Save
File dialog window opens, in which you can provide the copy of the dictionary
with a name. Close this dialog with Save. The newly created copy of the
▪ New dictionary
Generate a new, empty dictionary. In the subsequent dialog window, provide
the dictionary with a name. Close the window with Save. The newly created
copy of the dictionary will be copied immediately and is selected accordingly for
use in the Secretary module.
Content
You can edit the entries in your personal dictionary.
▪ Add entry
You can expand your dictionary.
▪ Delete entry
The entry is deleted without further confirmation.
▪ Modify entry
Modify the desired entry and confirm the changes by clicking on OK.
The Secretary module checks all words in succession and stops at the first
unknown or misspelled word. It then opens the Hyphenate and Check Document
dialog box. The suggested corrections entered in the personal dictionary will be
automatically entered in the right places.
▪ Select
The program jumps to the next unknown or misspelled word. This word will be
marked with red. Select one of the other options now or click on Select again to
highlight the individual variants.
▪ Select all
This function marks all errors in the complete or selected text red. You can then
jump to the individual errors with <F11> to correct them.
▪ Ignore
The program jumps to the next unknown or misspelled word. The word found
previously remains unchanged. It will no longer be considered misspelled or
unknown when this check is run.
▪ Copy to dictionary
The word is copied to the Personal Dictionary and is no longer considered
misspelled or unknown. The program jumps to the next unknown word.
▪ Replace
This function is only active if there is a string in the Replace with field. Click on
this function if you want to overwrite misspelled text with the string in the
Replace with field.
You delete all hyphens, i.e. you create a word break this way, which does not look
good for short lines. You have to restart the hyphenation/spell checker to restore
the hyphenation or separate the words with the manual hyphenation.
All the unknown or misspelled words are marked with red if you have executed a
run of the Hyphenation/Spell Checker with the Mark option, without individual
confirmation. This function immediately removes all the markings. This is important
if you have executed the Hyphenation/Spell Check with the wrong settings.
With the function Jump to check marker, the cursor can be set automatically to the
next check marker in the text. You make the necessary changes there in the usual
way.
If you have entered corrections, remove the check markers by selecting this
function.
If you often work with Microsoft Office and you have created your own dictionary
there, you do not have to work without it in the Secretary module.
3. Click on Convert.
The converted dictionary is located in the same directory as the dictionary used
by Microsoft Office and has the same name, but with the file extension .WRT.
Then set the path for the new dictionary in the Options.
2. Switch to Languages.
4. Click on Add.
The Add Input Locale dialog box opens.
5. From the top list field Input Locale, select the desired language.
The bottom list field is set automatically.
Click on OK.
You are taken back to the dialog Text Services and Input Languages.
6. Click on OK.
In the following dialog click on OK too.
The Input Locale List now appears in the status bar.
Click on this bar to open the list with the possible languages.
Activate specifications 2
1. Click outside of the Specification window to show the general menus.
2. Open the table configuration with the context menu command Modify.
The Display Properties of Table Columns dialog box opens.
2. Now switch to the desired second language in the Input Locale List. Position
the cursor in the second outline specification or specification field and enter the
texts.
If you want to enter the texts in the first language, you must change the
language again in the Input Locale List.
10 Parameters
Parameters can be formed and used at various hierarchy levels. All parameters are
managed in the master-based or project-based Characteristics catalog. The same
parameter therefore has the same description in all applications within a project.
The following types of parameters exist:
▪ Text
Descriptive parameters, such as red, yellow or green
▪ Date
▪ Key figure
The type of the parameters specifies whether you can calculate with these
parameters, i.e. whether this parameter can be used. Any key figures can thereby
be calculated, and with these as parameters, further calculations can be carried
out.
If numeric parameter codes or parameter codes that start with a number, are used in a computation,
these are automatically placed in square brackets so that they are identified as parameters, e.g.
15+[14F21]+[621].
Each application has hierarchical rules. If the parameters are used in the
calculation, the value of these parameters is determined and used according to the
hierarchy. The search begins at the current location and continues with increasing
hierarchy. For example, if you search for the value of a parameter in the object
model, the search begins directly with the created object model parameters, then
the program searches at the PA level and then at project level. The program uses
the first found parameter value.
3. In your new line, only the cells of the columns Code and Quantity Detail/Typical
Values are enabled for input. The remaining fields are filled automatically with
details from the Characteristics catalog.
4. Enter a parameter code in the column Code. If you enter a code, which is not
present in the Characteristics catalog, the quick add feature of the catalog data
is started.
2. Select a parameter.
Click on OK.
The parameter is accepted.
3. For the selected parameter, you can select the quantity detail or the parameter
(typical value) with <F3>.
A dialog box opens.
11 Print
Application Button | Print | Print
5. Click Print.
6. If you have activated the preview, a print preview appears. Otherwise, printing
begins on your standard printer.
The contents of the reports to be printed depend on the selection. For example, if
you start the print process for an element in the third hierarchy, this element will be
printed, as well as the parent level (2nd hierarchy) and the level above that (1st
hierarchy). The remaining elements are not considered.
If you have marked elements in the table, this overrides the selection in the
structure tree. Only the marked table elements are printed.
The Print dialog box is opened when the printing process is executed.
Reports
As soon as you have specified a Favourite and/or a User directory in the global
settings, a selection of corresponding folders is offered to you here.
▪ System
This folder always exists and contains all of the report types available to you.
▪ Users
This folder will also be available to you if the use of user directories has been
activated in the Print Directories of the Global Settings, and the corresponding
folders for Templates and Report Types have been specified. You can add the
desired report type to the User folder via the context menu.
▪ Favourites
With the context menu command Add to Favourites, you can add the desired
report type to the Favourites folder. This way, you can collect the various
reports that you require regularly in the Favourites folder.
▪ Packages
This folder contains all print packages.
Select the required report type. All further actions then refer to this report type.
Print
You start the printing process.
Cancel
You terminate printing.
Options
Printing Options opened.
Printer
The Windows dialog box for the Printer Settings is opened.
Report Phases
You specify the phase in which the selected reports are available.
This button is only available in the defaults of Print Options. The Print - Defaults
dialog box appears. Select a report and click Defaults. The Print dialog box opens
and makes the Report Phases function available to you.
Layout
You can swap the layouts of all report types very easily. This is very useful if you
would like to swap the provided layouts and use your own layouts which already
have headers and footnotes as well as your own company logo.
This function is only available in the Defaults inPrint Options in the main window.
Preview
You can select whether the data is printed without a print preview or if a print
preview should be shown.
Start values
This setting is useful for printing individual date settings or to print applications after
amendment again.
▪ Date/Time
The input field is set with the current date as default. It is printed in the
document header with the month written out. The time does not appear in the
printout, it is only for information.
▪ Page Numbering
Enter the page number of the first page into the input field.
Both the following functions are only active when a few requirements are fulfilled:
You can print various reports from the project window. Depending on what you
have selected in the project window, various report types are offered to you.
Group folder of Award controlling Bidder list, bond list, change order overview,
packages applications, overall analysis (SUB
General
evaluation), received applications
Change order
SUB evaluation
Application summary
Sorted summary
General
Change order
Application summary
Sorted summary
Contacts
11.2.1.1.1 General
Documentation
Select the contents of the report.
Editing information
Restrict the contents of the report to a period and/or a processor.
11.2.1.2.1 General
Printing objects without access restrictions
The authorisations are not considered for printing if you activate this function.
11.2.1.3.2 General
Currency unit of the report
You can print the report with another currency. Select the desired currency with
<F3>.
Evaluation
Define the page break for the report.
Group folder of project Project Project data, overview of all projects, project rights,
alternatives Award controlling projection
Project group Project Access rights, project data, overview of all projects,
Award controlling projection
You can print out information about the project alternative from the project window.
1. Place the cursor in the project structure on a project alternative (not on the
group folder of project alternatives!) and click on Application Button | Print |
Print.
5. Click on Print.
6. If you have activated the preview, a print preview appears. Otherwise, printing
begins on your standard printer.
To hierarchy
Enter the hierarchy levels, out of which the table of contents will be composed. The
higher the number, the more detailed the table of contents will be. For example, the
first three hierarchy levels will be output if you enter the number 3.
Quantities
The effect of this function is that quantities in the middle section of the bill of
quantities are displayed in the printout. If you deactivate this function, these
quantities are not output.
▪ BoQ Quantity
Adjusted Quantity
You can choose whether prices should be output based on the BoQ or AQ
quantities.
▪ Quantity Details
You can choose whether the quantity details are printed.
▪ Split Quantities
You can choose whether the split quantities are printed.
Prices
You can choose whether the prices of the BoQ elements are printed.
If this function is activated, the prices of the BoQ elements are printed.
If this function is deactivated, placeholders are printed out instead of the prices.
Outline specs
The outline specifications of the bill of quantities will be output if this function is
active. If you deactivate this function, the outline specifications will not be output.
Specifications
The specifications of the bill of quantities will be output if this function is active. If
you deactivate this function, the specifications will not be output.
▪ Note if Split
If you activate this function, the text "Function Continuation" appears for
specifications that do not fit on one page. The next page will begin with the text
"ContinuationFunction".
▪ Modify Note
You can change the note in the respective template in the format composites:
same. The check always starts at the beginning of a specification. If the defined
number of paragraphs or lines is identical, the identical text is not output in
further BoQ elements. If the specification of a further item contains a
divergence, then the specification is only output as of this divergence.
Paragraphs/lines following a divergence in the specification are output
completely.
If you do not activate this function, the specifications will be completely printed
for all items.
The function With Item Reference should always be active if you are working with shortened
specifications; otherwise, you will be unable to establish a reference to the specification to which the
shortened specification refers.
The Item Summary dialog appears where you can specify which properties of the
items are to be printed. Here follows the possible settings:
The setting VAT at Divisions to Depth is not included if you use different VAT details in the contract.
You should only activate the unit rate breakdown for all items, if you print a blank form so that the
bidder considers the unit rate breakdown for the corresponding items.
WIC-No.
Classification 1-4
Location
Reference Item
StLB-/StWIC-No.
WC-No.
Reference to Design Description
The effect of this function is that the defined references are output. If you
deactivate this function, the references are not output.
Bill-to parties
This effect of this function is that the defined references are output. If you
deactivate this function, the references are not output.
▪ Spread by Percentage
In the unsorted BoQ printout, the percentage of the distribution to bill-to parties
can be printed in the same way as the split quantity.
Budget
Activate this function if the specified budget should be output.
Carry over
If you activate this function, a carry-over line is inserted at the end of the page and
at the beginning of the next page. You can modify the appearance of this line in the
respective template in the following format composites:
Consider submitted IT
This function is only available when printing bidder bids. If the function is active, the
submitted IT will be considered in the printout.
Comment
If you wish to print the comments, activate this function.
Subtotals
The subtotals of the BoQ sections and the BoQ areas will be output if this function
is active. If you deactivate this function, the subtotals are not output.
With IT portions
Activate this function if you would like to output the IT portions of the subtotals.
Here, you can select the hierarchy level up to which the printout should be
extended.
Here, you can specify the divisions after which a page break is to be inserted in the
printout. The functions 1 to 5 correspond to the BoQ levels 1 to 5, that you have
determined for the BoQ Properties, Classification. If all five functions are activated,
a page break will be inserted at the end of each division.
▪ 1. Part
▪ 2nd Part
Parameters:Print
If you wish to print the parameters, activate this function. You can also select a
print template. Click on . A standard "open file" dialog box opens, in which you
can select the print template.
11.4.1.1.1.4 Summary
If you activate this function, you can print a summary in addition. If you do not
activate this function, no summary is output.
When you click, another dialog appears. The dialog contains three tabs. You
can specify where the summary is to be output: At the beginning, When the 1st
hierarchy level is changed or At the end. Activate the corresponding function in one
of the tabs. The remaining contents of the tabs is identical and includes the
following settings options:
Consecutive
A summary of the divisions will be output at the beginning for this report.
▪ To Hierarchy
Indicate up to which hierarchy level the summary should occur.
The following illustration shows a report which has been edited with the
Secretary so that it can be completely viewed here.
For a BoQ with three hierarchy levels e.g. lots, regions, sections (and the items):
Cascading
The summary starts with the lowest division. The prices of the lowest hierarchy
level are indented left. The totals of the higher hierarchy levels are in printed in bold
and slightly more to the right.
▪ To Hierarchy
Indicate up to which hierarchy level the summary should occur.
Hierarchically arranged
The sequence of the headings is the same as in the cascading report. The prices,
however, are always in the right-hand margin.
▪ With Subtotals
Specify whether or not the subtotals of sub-divisions are to be output.
▪ Analysis level to
Enter here, until which analysis level the summary should be made. The
functions 1 to 5 correspond to the BoQ levels 1 to 5, that you have determined
in the BoQ Properties, Classification.
▪ Page Break at
Enter here after which hierarchy levels the defined element has to be inserted.
The functions 1 to 5 correspond to the BoQ levels 1 to 5, that you have
determined in the BoQ Properties, Classification.
The following illustration shows a report which has been edited with the
Secretary so that it can be completely viewed here.
IT Portions at
Hour Portions at
Budget at
Enter here after which hierarchy levels the defined element has to be inserted. The
functions 1 to 5 correspond to the BoQ levels 1 to 5, that you have determined in
the BoQ Properties, Classification.
11.4.1.1.1.5 Closing
There are two different format composites for the closing text:
The format composite that will be printed depends upon whether you wish to print
the outline specification, the specification, or both.
If you have activated the Outline Specification in the Print Options, BoQ 1, the
format composite [-- Closing Text (Outline) --] will be used in the printout. If you
have activated the specification, the format composite [-- Closing Text (Spec) --]
will be used.
If you activated the Outline Specification and specification in the Print Options, only
the format composite [-- Closing Text (Spec) --] will be used.
You can only change the text of the two format composites if you own a licence for the Report Writer.
▪ Title
▪ Month of issue
▪ Year of issue
At the Beginning
If you activate this function, this summary will be output at the beginning of the
printout.
The labour escalation amount is taken into consideration in the grand total summary of the bill of
quantities.
When you click on another dialog appears with the following settings options:
Output sorted by
The following choices are available here:
Output page
The following choices are available here:
▪ at the End
▪ After Summary
You can enter the location in the BoQ printout where the labour escalation
details should be output.
11.4.1.1.2 BoQ 2
You find options here for printing change orders, for sorting and for RN formatting.
You can select the sorting criteria that will be decisive for the printout, and whether
absolute discounts from divisions are to be considered.
▪ Bid n-th change order (Change orders, change order No. n, without valuation)
▪ Forecast report (Major contract, change orders, all change orders, with
valuation and reserves)
11.4.1.1.2.2 Behaviour when printing out ranges, filtered Bill of Quantities and
change orders
Consider absolute discounts from divisions
You can show any absolute discounts when printing out filtered reports.
If these fields are not active, no change orders have been created in your current bill of quantities.
All reference numbers will be completed with the figure zero, the same as your
BoQ.
Ignore
If you activate this function, the item reference numbers will not be printed
completely. The item is identified (e.g. 10 instead of 1.1.10), but beneath the
respective division.
If you deactivate this function, the item reference numbers will be printed
completely.
If you activate this function, the reference numbers will be replaced by the
description of the BoQ Properties, User-defined.
Replace by continuous No
If you activate this option, the reference numbers of the BoQ items will be replaced
by consecutive numbers in the printout. The new numbering begins at the first BoQ
item with 1 and is continued until the last BoQ item.
The parent division is not affected.
The original reference numbers always remain intact. The reference numbers are only replaced in the
printout.
If you activate this function in addition to the previous function, the numbering of all
BoQ items will start again with 1 after each change of the first hierarchy.
Without points
Activate this function if you wish to print out the reference number without the
separator points.
11.4.1.1.3 BoQ 3
Here you can make settings for printing out several bills of quantities.
Several BoQs
▪ Common summary
Activate one of the two functions (check mark visible) to either generate a
common summary for the bills of quantities or to show the VAT individually for
each bill of quantities.
The setting Show VAT for every BoQ is not included if you use different VAT details in the contract. In
this case the VAT is output as stored in the BoQ.
Use filter
Using filters or special sorts (not Ref. No. as standard) small rounding differences
may appear in additions of item IT. Due to an active filter the item IT is displayed
unchanged as rounded value, but is not rounded in further summation und is used
with its exact value.
In some cases this may result in rounding differences, in other cases for example
filtering by bill-to parties may have 'better' results. The totals of the BoQs filtered by
single bill-to parties is nearly at the total of the BoQ. If rounding would take place,
this rounding differences may be added up.
▪ Active Filter
If you activate this function, the currently set filter is used in the document.
Deactivate this function if you wish to print all data from the document.
▪ Filter File
For the printout, you can also use one of the filters you have defined and saved
during the document editing or a fixed filter that has been set as a default. You
can use this data filtering option for all report types.
If you want to use a filter defined during the document editing, click on this
function. Copy a filter file in the following dialog. Only the filtered objects are
considered when printing.
WARNING
You can print out information about the packages from the project window:
1. Place the cursor in the project structure on a project alternative (not on the
group folder of project alternatives!) and click on Application Button | Print |
Print.
5. Click on Print.
6. If you have activated the preview, a print preview appears. Otherwise, printing
begins on your standard printer.
11.5.1.1.1.1 General
Page break after
Enter the positions of the page breaks.
CUR
Enter the currency unit to be used here.
11.5.1.1.1.2 Further
Print bond
Print bidder
Print parameters
Specify whether you want to output this information.
▪ Filter
You can restrict the output of parameters with this filter.
▪ Filter
You can restrict the output of key figures with this filter.
11.5.1.1.2.1 General
Replace billed payments in payment schedule by payments made.
Activate this function if you want to output the payments instead of the billed
payments.
11.5.1.1.3.1 General
Page break after a package
Specify whether a page break is to be inserted after a package.
CUR
Enter the currency unit to be used here.
Level of detail
Enter the hierarchy level up to which you want to evaluate.
Report period
Select the report periods to be printed.
11.5.1.1.4.1 General
Page break after a package
Specify whether a page break is to be inserted after a package.
CUR
Enter the currency unit to be used here.
11.5.1.1.5.1 General
Page break after a package
Specify whether a page break is to be inserted after a package.
CUR
Enter the currency unit to be used here.
Selection
Select the ranges to be included in the sorting.
The program outputs the print data to the standard printer registered for your
operating system when printing out directly (Direct Print). If you have deactivated
Direct Print, the printout is first routed to the print preview. You can therefore view
the printout on screen just as it will be output by the printer.
The print preview is read-only. If you want to edit the print document, you must
save it and start the Secretary module.
▪ Save As
You can save the current settings as a new report type.
▪ Save
You can save the modifications you have made to the Print Options and use
them as default for the next printout. Click on Save to overwrite the Print
Options. The program stores the Print Options for each report type separately.
▪ OK
This closes the dialog window and takes you back to the Print window. The
settings that have been made are temporary − they apply only to this printout.
▪ Cancel
You can discard the changes made. You are taken back to the Print dialog.
▪ Print
The program begins preparation for the desired printout. If you have activated
the Direct Print setting in the Print dialog, the report you have created will be
output to the configured default printer once the preparation is completed.
Template
The template of the cover sheet/cover note is shown here along with the path of
the template. If you want to use your own cover sheet/cover note, click on the
Browse button. Click on the Edit button if you want to edit the selected cover sheet.
Print cover sheet
Activate this function if you wish to print a cover sheet. Deactivate this function if no
cover sheet is to be printed.
Edit
This starts the Report Writer module and enables you to edit the cover sheet/cover
note.
▪ Complete Document
If this setting is active, the printouts are prepared in a complete document. In
this case, the page numbering runs completely through the entire document.
Print copies
This function is not available in all reports.
Similar to serial printing, print documents are formatted many times.
Copies
Opens the Copies dialog box for entering and managing the names for the copies.
▪ Name
The names for the individual copies are managed in this table. You can define
new names for a copy by clicking on New. This information is stored in the
header of the printed document through a relevant placeholder.
▪ New
Create a new table line under Name. Specify a name for the copy.
▪ Delete
11.7.2 Templates
A template is predefined in each of the delivered report types. Here, you can link
another template.
The print templates can only be edited if you have purchased the Report Writer module. This does not
apply to the cover note and cover sheet.
The built-in templates are located in the template folder. The templates can only be
edited with the Report Writer module. The templates are designed in such a way
that you do not need to make any changes to achieve an optimum printing result.
Name
The name of the current report appears here. If you have changed the print
options, you can enter another name here and save the report under this name.
Description
This entry is transferred as title of the current report. It can be changed as desired.
If you do not save the current report, this change is only temporary.
Print file
Specify the format in which the documents should be created here, what they
should be called, and in which directory they should be saved.
▪ WTX
This is the Secretary format, application-internal text editor.
▪ PDF
The list is generated in PDF format. This requires a connector, which must first
be configured in the System Options.
▪ Save on print
If you activate this function, the documents are automatically transferred to the
project structure in the selected file format.
If you are not familiar with generating print templates, leave the standard settings intact.
Module
This selection is only active in a few reports.
Select the desired module.
summarised reports only through the hierarchies, you can activate this function to
generate the totals via the unprinted elements.
▪ You must know which file formats are supported by the post-processing
program (for example, Microsoft Excel does not recognise RTF, whereas
Microsoft Word can process it).
▪ You can use the supplied report types for exporting the data if the post-
processing program can interpret the RTF file format. Transferring tables is
only possible in RTF format.
▪ If you would like to generate a list to be output in columns, for example, in order
to be able to easily add certain values in a subsequent program such as
Microsoft Excel, it is recommended to first create new report types for the work
areas to be exported and to use delimiters, such as a semicolon, to separate
the placeholders to be exported within the templates for these new report
types. The post-processing program can recognise the individual columns by
using these delimiters.
▪ You should create a report type for each work area for the data export with
ANSI or ASCII. This report type should contain a template in which the
placeholders to be exported are separated by delimiters, e.g. a semicolon. The
transfer of design elements in the layout (such as graphics) and tables is not
supported in this export. The contents of the tables are also not transferred.
▪ Microsoft programs normally load the data in ANSI format. However, if you
want to have the data imported in ASCII format, you must activate conversion
confirmation in the Microsoft Word options, for example, so that the MS-DOS
text format can also be selected when opening the exchange file.
▪ Assigning a layout with header and footer to a report type only makes sense if
you perform a data export using the RTF data format. Under certain
circumstances, design elements such as graphics and text boxes can lead to
unexpected results in the post-processing program.
If you follow these instructions, then the results upon opening the data in the post-
processing program should be satisfactory.
You can use the following settings to decide whether and how you would like to
export your data to an external program.
Activate one of the following options to specify the file type for the export. This file
type must be compatible with the post-processing program.
The characters with the numbers 32 to 127 are identical in ANSI and ASCII and contain the Latin
alphabet as well as punctuation marks and currency symbols. The special characters such as German
umlauts, French accents, etc. can be found in the values 128 to 255.
▪ WTX
WTX is the format for transferring files to the Secretary program.
▪ Browse
A Browse for File dialog appears, in which you can select the desired directory.
Click OK in this dialog window to accept the selected folder path.
▪ Browse
A Browse for File dialog appears, in which you can select the desired file.
Program
Search here for the post-processing program that should be automatically started
after the export file is generated.
You must first set up the post-processing programs in the Global or User-related Settings, Programs,
before you can select them here.
not transferred. The post-processing program can recalculate the page breaks
that have been removed − you will not see unwanted page breaks.
– PDFDistiller.RIBConnector
– FreePDF.RIBConnector
– qvPDF.RIBConnector
4. The desired connector is selected in the System Options or the User Options.
Activity
1. Start your printing as usual.
See also
Activate this function: An XML data transfer is only possible if this function is
activated and the remaining entries become active.
In this field, specify where the XML file is to be stored. To select the desired
directory, click Search or simply enter the path.
You will only need the remaining fields of this tab for XML export with
connectors.
Program
Matrix Report in Excel
▪ All data is provided in the form of a print output. The Report Writer is used to
design the content and format of the output to be flexible.
▪ Then, if needed, the data is mapped (compared) with the data of the external
application.
▪ The data is then written to the external application according to the rules
defined in the connector.
The descriptions of the following sections are given with the help of an example of
an Excel connector for the matrix report with the following requirements:
▪ The matrix report is a sorted analysis of the project alternative, which outputs
e.g. costs of a project sorted first by class and then by location.
▪ It should be possible to update data into the already existing Excel file.
1. Open the Global Settings and select the desired profile. Then click Edit.
4. Click on Search to select the connector. After the selection, the data appears in
the Connector dialog.
When creating new print templates, ensure that all unnecessary placeholders and formatting are
removed.
2. Activate the function XML Data Transfer, Transfer Print Data as XML File.
3. Select the desired folder in the field Save Transfer File in Directory. If
necessary, click on Search to select the directory.
5. In the Print dialog window, the print process starts with a single click on Print.
This export can be started with a right-mouse click on the level in which the
report is available.
Thereafter, a list of all available free exports is displayed. Select the desired
export and click on Start Export.
2. Select the Excel export Matrix Print and click on Start Export.
3. Specify the name of the desired Excel file to where the data should be
exported, in the following window. You can specify an existing file or create a
new one.
The same filename can be specified again in the update. In this way, all values of the Excel file are
updated.
3. Activate the Activate Export Aggregation if you have not already done so.
The selection can be saved and loaded in the next XML export again.
With the print and export packages, you can put together as many jobs as desired
in the so-called print or export packages. You select the list types or export lists
that are to be output in the process and save them as a print or export package.
Export packages can be saved in the reports (CFL files) with the following path
specifications.
In this way, it is possible to create export packages that, for example, are used for
remote functions outside of the actual export package (e.g. in the Connector
directory).
2. Open the template which will be used to print the dynamic attributes. To do so,
click on the Application Button | Open.
4. Close the window once you have inserted the desired characteristic
placeholders.
2. Open the template which will be used to print the dynamic attributes. To do so,
click on the Application Button | Open.
See also
12 Import/Export
Application Button | Data Exchange | xxx
The basis for the data exchange has been established by the German GAEB (Joint
Committee for Information Technology in the Construction Industry). The first
provisions were laid down in 1985 in the "German GAEB Regulations 85", which
were updated in 1990 with the "German GAEB Regulations 90". The new data
exchange formats GAEB DA 2000 and GAEB XML replace the regulations of
1990, which until now were an accepted standard at national level.
The following exchange formats (data types = DA) are available for data exchange.
Select the data type to be exported in the Export or Import dialog box, which you
usually open using the above-named function.
▪ DA 83 Invitation to Tender
Interface for exchanging bills of quantities for the invitation to tender between
the client and the contractor/s.
▪ DA 84 Hand-over of Tender
Interface for exchanging tenders between contractor and client
▪ DA 85 Alternative Tender
Interface for exchanging bills of quantities as alternative tender between the
client and the contractor/s.
▪ DA 86 Contract Awarding
Interface for exchanging bills of quantities as contracts between the client and
the contractor/s.
▪ DA 87 Award Data
Interface for exchanging the award data including the project information
▪ DA 88 Change Order
Interface for exchanging change order BoQs as contracts between the client
and the contractor/s.
▪ DA 89 Application
Interface for exchanging applications between the client and the contractor/s.
▪ DA 93 Inquiry
Interface for exchanging applications between the contractor/s and the
merchant/manufacturer
▪ DA 94 Quotation
Interface for exchanging applications between the contractor/s and the
merchant/manufacturer
▪ DA 96 Order
Interface for exchanging applications between the contractor/s and the
merchant/manufacturer
▪ DA 97 Contract Confirmation
Interface for exchanging applications between the contractor/s and the
merchant/manufacturer
If you have selected a project alternative, you can import the following documents:
▪ BoQ
▪ XML estimate
▪ Activity model
You can also import data from other programs, provided that you have added other programs in the
Global Settings and User Settings | Programs. The list in the File Type field is dynamically updated
with these entries.
Target
Select the export folder.
Export settings
There is a list for the export settings, from which you can select what you want
to export. By default, all visible documents are exported. If you want to export
individual documents, select these for the export.
Options
For some components, you can define the export options.
3. In the dialog box, various connectors are displayed for the data exchange.
However, for a standard export, you do not need connectors.
Click on the Continue without Connector.
A dialog box opens.
4. In the dialog box, enter the file name and the path for file storage.
Click Save.
▪ Export one SP
Project code + Name of the SP + SP phase.xsp
▪ Export all SP
ProjectCode.xsp
13 Master project
The master project forms the basis for working efficiently. There is exactly one
master project. The master project represents your archive. It contains a number of
master catalogs. Some of them already contain data by default; the others you will
fill in the course of editing your projects.
if the input catalog data is not present in the project, the program always requests
the catalog data created in the master project. The master data is copied to the
project data base when used in a project.
In this way you can change the catalog data in the project independently of the
master data. On the other hand, you can maintain you master data without
destroying old or current project databases, since these are independent of each
other.
All contents that can be used in several projects exactly as they are in terms of
their structure and in most of their details should be stored in master catalogs.
3. to store default values for the estimate process, which may need to be adapted
if required, e.g. the average purchase price of a material
4. to combine several details under one unit for simplifying the work, e.g. the
combination of stone and plaster per m³ for a certain masonry type.
Code
Project group
Description
This data is displayed for information purposes.
Destination file
Select the destination folder.
Comments
In this field, enter comments on data backup.
Save Authorisations
Select if you want to back up the authorisations as part of the project data.
Retain the file name master.rpa to avoid confusion with other projects.
4. Click on OK in the Save project in file dialog box.If you want to save the master
project in the suggested standard folder, a message appears.
You are asked if you want to overwrite the existing backup file.
master project.
Click on Yes.
5. Click on OK.
A dialog box is opened. You are informed that no other user is allowed to be
working with the program. Click on Yes.
Restoring the master project can take several minutes, depending on the size.
14 General Functions
These "locations" are closely related to the elements of the building. A building is
structured spatially and described thus.
The content of the Locations document is automatically copied from the CPI data.
The locations may assume considerable importance in connection with the project
controlling. A particular work item may arise for many project "locations" with
respective split quantities. A quantity determination for a work item is implemented
in planning by determining its split quantities for all individual locations. The
quantity total of the work item is then obtained as the total of these split quantities.
Planning gives information about split quantity and location of work items.
This view is offered in the Edit BoQ under the tab Quantity splitting.
This view also corresponds to the approach used for the construction activities.
Particular work items of particular split quantities are assigned there as well.
However, a construction activity usually only describes a particular work category
for a location. Several construction activities can thus be assigned to one location.
You can copy or move existing objects or even entire hierarchy levels via drag and
drop. If an action is not clear, the system will display a dialog in which you can
specify whether the objects can be inserted, attached or accepted as sub-element.
14.1.1.1 Structure
You can see the structure when you select the document Locations or Object
Model in the project structure or by opening the document and selecting the
uppermost entry.
Define the structure of your building here. You can award a maximum of 12
hierarchy levels. Work with the context menu in the table.
If you want to display additional columns, you can do this using the table
configuration.
a) You can append individual hierarchy levels to the end of the object hierarchy at any time.
b) You can only delete hierarchy levels not used in the program.
Label Name of the hierarchy level Is used in the context menu of the
object model
Format Input:
▪ A = alphanumeric
▪ N = numeric
Filler character Characters used to fill the erroneous Specify exactly 1 filler character.
parts of the object numbers
CAD type Object description according to CAD ▪ Icons are set up automatically
standard
▪ You can exchange individual
icons if required.
The formation of the object name can be defined via a free syntax. The object
name is formed from the CPI name without an explicit definition. If, for example, a
unique object element ID is to be systematically displayed in all areas and displays,
the formation of the object name can be freely defined via a syntax.
When the CPI data is read, the object names are formed according to this syntax,
e.g. rod 200 mm [146961]. This information is provided in all job areas.
Basically, you copy multiple object elements of the same type from the Object
Visualisation window into the Object Selection Groups window. In this way, you can
create groups of the same object elements which are to be assigned the same
work item later. You give these groups suitable names and in this way structure the
sample process effectively. These arrangments are saved with the project.
– After the query formula has been entered, as soon as you exit the input
field.
– After the CPI model is updated, as soon as the quantity is displayed for the
first time.
Manner of operation
You can select any object elements/objects as desired in the Object Visualisation
window and then copy them as a object selection group. This selection method is
meant for small projects; it would be cumbersome for large projects.
When working on larger projects, you can comfortably use the filter functions of the
Object Filter in addition to the Object Tree. With these filters, you select exactly
those object elements that you want to put together as an object selection group.
The copying into the Object Selection Groups window functions the same for both
methods.
2. While using a dynamic object selection group, you can create a query formula
or use a filter in the object query field by clicking on From Filter.
3. In the Object Visualisation window, select the desired object elements. Select
multiple items by pressing and holding the <Ctrl> key.
In addition, use the selection quantities of the subwindow Object Visualisation
and, as the case may be, the various filter functions for the selection of the
object elements.
4. Now click on or .
The selected or visible object elements are copied in to the Object Selection
Groups.
Repeat the previous and this work step until you have combined the group
completely.
5. For the actual sampling, you can select all or individual object elements in the
Object Selection Groups window and drag them to a work item in the Element
Planning Tree.
You can also reverse the process by dragging a work item from the element
Function
Function Meaning
The following functions lead to an update of the display in the Object Visualisation window
Normal view
All objects of the CAD data are displayed.
The following functions lead to an update of the display in the Object Selection Groups window
Add selected
The selected objects of the subwindow Object Visualisation are copied into the
window Object Selection Groups and added to the current selection.
Function Meaning
Add visible
All objects of the subwindow Object Visualisation currently visible are copied into the
window Object Selection Groups.
Existing objects are not copied in the selection.
Delete selected
All objects of the subwindow Object Visualisation that are currently selected are
deleted from the Object Selection Groups window.
Delete visible
All objects of the subwindow Object Visualisation that are currently visible are
deleted from the Object Selection Groups window.
Delete all
All objects are deleted from the selection list of the subwindow Object Selection
Groups.
The syntax of an attribute in itself consists of the attribute name, a logical operator
(<, <=, >, >=, ==, !=) and the desired value (possibly with wildcards). Several
attributes can also be linked by and (&&) and or (||) and brackets.
▪ Attributes which must exist directly for an object are identified by a @ placed in
front (CPI attribute transmissions are also included). Attributes which are
allowed to be directly present on the object and on a parent object, are
identified by a $ placed in front.
The query via @ is therefore identical to the filtering by objects via the object
filter.
▪ String values are enclosed at the top by simple quotation marks (e.g. 'Test');
numbers are indicated directly. The unit of measurement can be indicated in
▪ The logical operators and and or are displayed internally by && or ||.
▪ Wildcards (* and ?) are only permitted for strings and when the operators == or
!= are used
Note
The function and attribute names are case sensitive. At the moment, the values are always compared
case-insensitive.
FullID Key
Description Description
CpiID CPI-ID
Examples:
Object ($RevitType == ’Floor’ && Checks if a 3D object is part of a floor and is made out
@Material == ’Concrete’) of concrete.
Object(@ManAssignments >= 1) Supplies all objects which at least have one manual
sampling. (sampling via dynamic object selection
quantities does not count as manual sampling. It is
therefore possible to create assignments via dynamic
object selection quantities which can only happen
though if a manual sampling does not already exist.)
The filter for cpi attributes (Locations document) affects the dynamic object selection quantities. Cpi
attributes which are already disregarded in the system by the filter, can also not be evaluated in the
dynamic object selection quantities.
▪ Sampling
Description Description
Value Quantity
Example:
FitItem($Description == 'W*') finds all CPI objects that are associated with an element
cost planning, which itself has the designation W... or
which is beneath such an element cost planning.
Example:
QTI(@Manual == 1 && finds all CPI objects for which there is a manual quantity
@Value == 42[m]) instance with the value 42 m. Here the unit is taken into
account and converted if necessary!
RefNo RN
Example:
BoQ(@ItemTotal >70000[US$]) finds all CPI objects which are associated with a BoQ
item where the item total is greater than 70000 US$.
Here of course the currency is also converted if
necessary.
Example:
All objects are to be displayed which have not yet sampled (assignment to element
cost planning) but where the description does not correspond to the specific values
('Partition Panel', 'Glazed', 'Model lines').
A dyn. object selection set can be created with the following query:
By calling it up using the symbol, only these objects are now displayed.
In Quantity Splitting you can distribute the BoQ, AQ, BQ and IQ quantities of work
items across several categories, in order to bill them separately, for example:
▪ Bill-to
You can create the bill-to party in the Properties of the project alternative or
package.
▪ up to 4 structures
The structures are created in the catalog Structures of the current project or of
the project MASTER.
▪ Locations
Create the locations in the document with the same name in the project
alternative.
The Quantity Type (BoQ, AQ, BQ or IQ quantity) for which a quantity splitting can
be carried out depends on the current document. Quantity splitting is used in the
following documents:
▪ Bill of Quantity
You can divide the BoQ and AQ quantities into the different categories in the
bill of quantity. If a BQ or IQ quantity already exists for the quantity splitting, a
check mark appears in the corresponding column.
By dividing the quantities into the different categories you can bill these
quantities separately in the billing BoQ.
▪ Billing BoQ
the quantity splittings of the bill of quantities is displayed in the billing BoQ.
You can create quantity splittings here for the billed quantities.
If an installed quantity already exists, a check mark appears in the
corresponding column.
▪ BQ/IQ Quantities
All quantities and quantity splittings are clearly displayed in the BQ/IQ quantity
document and can be edited.
a) Input method
You can set the default settings for the quantity input, quantity splitting, quantity balance, stages
of completion and many other details in the System or User Options, Quantity Administration.
b) Export via GAEB 90
As soon as you switch to the quantity splitting, a line appears containing the previously specified
quantity. This is only considered a quantity splitting once you have created another line. This fact
is also taken into account during a GAEB-90 export.
In the data exchange, a quantity splitting line (line type 27) is only transferred if two quantity
splitting lines exist, or if a classification or a location has been assigned to the split quantity or the
item.
For quantity splitting among different bill-to parties, the bill-to parties must first be created in the
project alternative or package. Otherwise the column Bill-to will not be available to you in the quantity
splitting.
4. You can create new quantity splitting lines using the context menu command
New split <Ctrl> + <N>. You can also press <Enter> at the end of the line.
Column Meaning
automatically
Classification No. 1-4, ▪ A maximum of 4 columns can be shown for the assignment of
Classification No. 1-4 descr. classification catalogs. You determine which classification
catalogs are displayed. This is done in the project, in the
Quantity Splitting section, under Catalogs | Classifications,
Properties | Assignment.
Descr. locations Display of the location description; this can only be changed in the
locations document
Update-compatible BoQ If a work item allocation exists, the quantities and all quantity
Update-compatible BoQ AQ splittings are included as standard during the data transfer. In this
column you can exclude individual quantity splittings from the data
transfer.
QTO Quantity ▪ If a quantity has been entered in the bill of quantities using a
side computation/QTO, then it is displayed; the line colour is
grey.
Adjusted quantity ▪ If nothing else has been entered, the adjusted quantity is the
same as the BoQ quantity.
Column Meaning
quantity in the BoQ is the same as the total of all AQ item split
quantities.
▪ For lump sum items, the adjusted quantity can deviate from
the BoQ quantity.
▪ The total line always refers to the BP that was selected in the
quantity filter.
Billed quantity If a billed quantity already exists in the billing BoQ, a check mark
appears here.
▪ The total line cannot be deleted. However, if all quantity splitting lines are
deleted, the values are removed from the total line.
The second line is a split line. This is also created automatically as soon as
quantity splitting is opened. This line can be created any number of times.
Each quantity splitting from the bill of quantities can be billed separately. To do this,
use the context menu command New | Billed Quantity.
For each BP/RP, one line can be created per split and quantity type. The split line
represents the split quantities of the selected BP/RP. The necessary default setting
can be found in the System or User Options, Quantity Administration | Quantities 3,
function Show billed/installed quantities in individual split lines per BP/RP.
The quantities of the split line can be overwritten manually.
Use the context menu command Quantity | Side Computation (<Ctrl>+<R>) if you
wish to calculate the split quantity using a side computation. The split quantity is
automatically updated in the quantity splitting.
Split quantities from a QTO or side computation can be manually changed in the
quantity splitting. The QTO or side computation remains unchanged.
Copy specific quantities from the CAD data. Three-dimensional data is available
thanks to designing within a CAD system. From this data, you can filter out the
quantities you require for the individual work items.
With access to the design plans, the quantities can be copied exactly, and you
save a significant amount of time that would be required for manual quantity
determination while reducing possible errors.
In the element planning document, you can define quantity queries for the work
items to be executed. The program uses this quantity query to filter out the
quantities for the individual work items.
The quantity of a work item consists of n split quantities since the quantity
calculation is performed separately for each object element. Each split quantity is
listed as a split line.
If you select a work item in the bill of quantities, you will see n split quantities in the
Quantity Splitting window; the total of these split quantities is copied as BoQ/AQ
quantity.
Quantity splitting
The quantities of the top line of the quantity splitting are automatically calculated
from the underlying split lines and copied to the bill of quantities.
If no changes were entered for the adjusted quantities, the adjusted quantity is
equal to the BoQ quantity.
All quantity splittings are visible in the billing BoQ; the ones from the tender BoQ
and the ones from the application.
A setting in the System or User Options allows the quantity splittings to be viewed
per billing period (Quantity Administration | Quantities 3, Show billed/installed
quantities in individual split lines per BP/RP).
If the option Edit last billing/report period only is activated, the BP cell appears grey
and only the last BP is light blue.
The settings of the quantity filter provide defaults for new billed quantities. The total
of the billed quantities always refers to the current BP of the quantity filter.
The billing periods (BP) can be optionally enabled.
In addition to the specified criteria, the billed quantity is split over the billing period
(BP), and the installed quantity is additionally split over the report period (RP). This
model allows the optional entry (System or User Options, Quantity Administration |
Quantities 3) of the total quantity with proportional splitting over the existing split
criteria.
Quantity Filter
a) The settings of the quantity filter are copied as defaults for new quantity splitting lines. These
values can be overwritten.
b) Selection of the BP in the quantity filter is important for the value in the total line. In case of a
cumulative entry, the total line optionally shows the cumulatively billed quantity of the selected
BP.
Provided this option is activated, all quantities are displayed for the work item. The
billed and installed quantities will be displayed in individual lines per BP/RP for all
BP/RP.
The quantity types are identified with different colours for a better overview.
In the given example, there are two splits, split 1 and split 2. In split 1, billed
quantities are entered for the 1st and the 3rd BPs. Split 2 contains only one billed
quantity for the 3rd BP. Since the 3rd BP was selected in the quantity filter, only the
billed quantities of the 3rd BP of all splits are added.
The filter settings also affect the split line, since only the accumulated sum of the
billing period is located here.
Define your quantity calculations with parameters and mathematical operations in:
▪ Project
▪ Characteristic catalog
▪ Estimate document
You can use the following mathematical operations and constants in quantity
queries and quantity details. General mathematical operations include subtraction,
addition, brackets, etc.
Mathematical operator
Mathematical operator Meaning Example
Quantity query Result
Only letters, digits and "_" are allowed for parameter names, whereby names must
not start with "_" or a digit. Parameter names can be configured to have upper case
or lower case. Invalid mathematical operations are announced with an error
message.
Constants
Constants Meaning Example
Quantity query Result
You can freely use constants in the mathematical operation. If in doubt, put the
constants in brackets.
General Functions
Function Meaning Example
Quantity query Result
x>=0
y>=0
the result is 0.
Trigonometric functions
Limitation:
x != Pi/2 ± n*Pi
Limitation:
x != ± n*Pi
Limitation:
-1 <= x <= 1
Limitation:
-1 <= x <= 1
Hyperbolic functions
Function Meaning Example
Quantity query Result
Exponential functions
Function Meaning Example
Quantity query Result
Limitation:
x>0
Limitation:
x>0
Conversion functions
Function Meaning Example
Quantity query Result
Boolean operators
Operator Meaning Example
Quantity query Result
Logic links
If you would like to use multiple parameters of a parameter code, you can place
them in sequence with logical links
e.g. …CondComp:="LB==´014`&& Characteristic==Characteristic{Tiles}"….
Operator Meaning Example
Quantity query Result
!(5>10) 1,000
&& AND
|| OR
* These solutions are free of charge – they only use freeware tools.
The program provides one connector each for this, which must be registered via
the Global Settings. Afterwards, the desired PDF connector is selected via
System/User Options | General | PDF Generation.
When you are working with data collections, they must be updated with the manufacturer data first;
otherwise, an error message appears.
There is a link between the composites/WIC element planning and the BoQ items
generated from it.
There is a link between the composites/WIC element planning and the BoQ items
generated from it. This link guarantees that the item and the composite detail can
be found.
cost elements for the calculation of the composite detail quantities. These quantity
results can be copied into the bills of quantities.
▪ The bills of quantities are generated; if necessary, the budget BoQ receives an
item entry.
▪ BoQ items are created. The generated BoQ items have a link to the element
planning/composite details. This guarantees that the same item will be found
during the creation of a new BoQ.
▪ Split quantities of the item are calculated from the element planning/composite
details according to the specified calculation processes and written into the
item.
Other runs
Existing split quantities will be deleted for existing element planning/composite
details. The split quantities are re-formed and copied into the bill of quantities.
▪ The bills of quantities are generated; if necessary, the budget BoQ receives an
item entry.
▪ BoQ items are created. The generated BoQ items have a link to the element
planning/composite details. This guarantees that the same item will be found
during the creation of a new BoQ.
▪ Split quantities of the item are calculated from the element planning/composite
details according to the specified calculation processes and written into the
item.
▪ If a BoQ item has lost all references to the element planning/composite detail,
this item will be deleted from the BoQ.
time, the links between the element planning/composite details and the BoQ items
will be updated.
General information
▪ There is a link between the composites/WIC element planning and the BoQ
items generated from it. This link guarantees that the item and the composite
detail can be found.
The composite detail recognises if the item is deleted. Likewise, the item
recognises if the composite detail is deleted.
▪ The copying of items deletes the link permanently (i.e. the deletion is
irreversible).
In contrast, the link remains when moving items within the PA.
▪ The labels of the new BoQ or packages are recommended in BoQ Assignment,
depending on the selected individual package formation. No entry for the SP
No. means that the BoQ will be created in the SP. Previously generated BoQs
are shown in grey. If a BoQ is not to be generated, the entry in the BoQ label
must be deleted.
▪ Determine BoQ Levels enables the setting of the new BoQ structure. These
entries are ignored if you plan to write into an already existing BoQ. The
structure of the existing BoQ has priority here.
▪ In System Options, Elemental Costing | Create BoQs, you can specify the
default settings.
Create QTOs
The quantities are created as QTO quantities. The QTO document is automatically
generated:
Copy comments
The comments in the element planning/composite are copied into a user-defined
field in the bill of quantities.
Copy CE code
The cost element code is copied into a user-defined field in the bill of quantities.
If this function is not activated, all element planning elements are copied into the
bill of quantities.
The job packages are divided separately based on WIC-BoQs. In order to be able
to depict the structure within these BoQs, independent BoQs must be generated
from the job packages. That is to say, the specifications for SP no. or BoQ no. must
generate separate BoQs. The program does not permit deviating entries.
With this selection, you can write two job packages in one target BoQ. For this
reason, the specification of identical SP no. or BoQ no. is possible here.
The higher the analysis level and the more criteria that are used, the more more job packages are
formed.
x WC label WC label
There are different entry behaviours, depending on the selection in the Creation
Target window.
If no BoQ is to be generated from a job package, the entry for the BoQ no. must be
deleted.
For existing packages or bills of quantities, the label cannot be modified.
For job packages from which bills of quantities have already been generated, the
entry of the label and the code is blocked for the package and the bill of quantities.
Here, you determine the structure system and the hierarchy of the bill of quantities.
The building structure, the work categories, the cost group numbers and the WI
catalogs all serve as the structure system. Here, you assign each of these structure
elements a hierarchy level from the created bill of quantities.
WARNING
The settings of this tab are widely ignored when a job package is to be written into an existing bill of
quantities. In this case, only the division is named according to the settings.
If fewer divisions are to be assigned here than in the existing bills of quantities, an empty division will
be created during the BoQ creation (division without outline spec). In any case, the existing BoQ
structure specifications are maintained.
If fewer divisions are to be specified in the existing bill of quantities, only these levels are expanded
during the BoQ creation. In any case, the existing BoQ structure specifications are also maintained
here.
14.6 Configurations
Project Structure | Configurations
You must first activate some of the configurations in the basic global settings for them to be displayed.
You must also release the allocation configuration in the System Options).
▪ Configured characteristics
You can enhance most of the objects with individual characteristics. These
configured characteristics can be defined similar to the system characteristics.
These configured characteristics can be used on almost all analyses using the
logic of dynamic placeholders and formula placeholders. For this, the Report
Writer is required.
▪ KOSIV configurations
Specify how the technical and commercial cost codes should be mapped.
Logical mapping of the technical (estimate) cost codes with the commercial
cost codes is the basis for the realistic costs-planned-actual comparison
(KOSIV).
▪ System characteristics
You can specify company-specific details which you can copy to the individual
projects if needed.
▪ Allocation configurations
Specify the allocation method and allocation values.
Specify how the technical and commercial cost codes should be mapped. Logical
mapping of the technical (estimate) cost codes with the commercial cost codes is
the basis for the realistic Costs Comparison Planned vs. Actual (Kosten-Soll-Ist-
Vergleich (KOSIV).
1. Select the entry KOSIV Configurations in the project structure and click on Start
| New | Catalogs | Configuration.
5. Map the technical (estimate) cost codes with the commercial cost codes.
Requirement
The function profile Configuration: Allowances Sheet must be activated.
5. Expand the structure view completely and define your individual allowances
sheet.
The system characteristics are automatically created in each project and can be
individually changed. Depending on whether you create a project based on the
master or a template project, the particular system characteristics are copied from
the master or template project into the current project.
If you cannot view the system characteristics in the project structure, you must change the related
setting in the System Options.
In the input data field, the name of which is similar to that of a system
characteristic, you can access the typical values of the system characteristics in a
list field.
For example, if the project leader Mr Black leaves the company in the middle of the
project and Mr Miller takes over the project leadership, it is not enough for you to
just replace the name of the project leader in the system characteristics. You must
then also change the name in the Basic Data of the Project Properties.
You cannot create any new system characteristics. Only the installed system characteristics can be
used.
Code
The code is specified by default and cannot be changed.
Description
You can change the description at any time. When you do this, the relevant entry
also changes in the structure tree. This change has no other effects.
Alias
Enter a shorter name if necessary.
Type
The code is specified by default and cannot be changed easily. The following types
are available:
▪ Text
If you select this type, the content of the typical value can only be a text.
If the type of the system characteristic is Text, the contents of the respective
system characteristic are managed as typical values. In the interface, you will
see a drop-down list in the corresponding fields for making a selection.
▪ Summable Number
If you select this type, the content of the typical value can only be a number.
If the type of the system characteristic is Summable Number, the contents of
the respective system characteristic are managed as typical values. In the
interface, you will see a drop-down list in the corresponding fields for making a
selection.
▪ Date
If you select this type, the content of the typical value can only be a date.
If the type of the system characteristic is Date, the contents of the respective
system characteristic are managed as dates. In the interface, the
corresponding fields have a date field.
▪ Catalog Reference
With this selection, a class catalog is defined for the respective system
characteristic as a typical value list. Thus, you have the option of defining self-
recorded catalog contents for the system characteristics. These individual
catalogs are recorded in the catalog folder Classes. If you select this type, then
instead of the Typical Values field, an area appears in which you can select the
desired catalog of the current project via Search.
If the type of the system characteristic is marked as Catalog Reference, the
contents are managed in class catalogs. In the interface, the corresponding
fields are not list fields, but fields for selecting the catalogs (select with <F3>).
The catalogs that you can select here are only class catalogs.
Typical values
In this field, enter the data which you would like to select later, e.g. in the Project
Properties, such as all project leaders, for example.
Create the individual typical values in the form of a table. In the field Typical Values
select the context menu command New.
Enter the desired texts, numbers or data in the new line. Repeat this step until you
have entered all typical values.
Connector
The Connect module is a self-created program which displays a list of typical
values from another program with <F3> and performs a validation. You can thus
access the commercial system in the system characteristic Client or Cost Centre,
for example.
With Code
If you activate this function, the given typical values are numbered serially. You can
simply overwrite the numbering. The typical values are not sorted with the help of
the code.
If you have opened the system characteristics, you can insert the system
characteristics of other projects into the current system characteristics or overwrite
the current system characteristics.
Project group
From the list field Project Group select the project group that contains the
project, from which the system characteristics are to be transferred.
All projects of the selected project group are displayed in the middle area.
Select the project from which you want to copy the system characteristics.
3. Click on OK.
The desired system characteristics are accepted.
Visible
You can hide or display a configured characteristic.
Up until now, it was not possible to transfer such changes in the MASTER to the
project. This new function allows the system administrator to force an adjustment
within the project if a characteristic is modified in the master. The typical values are
adjusted in this way, up to and including changing the type. Invalid data entries are
deleted.
– Characteristics that are not yet contained in the project are then generated
– Characteristics stating Use characteristics details from the master are fully
adjusted as described above.
– For characteristics which do not state Use characteristics details from the
master the typical values are only extended if the type is the same.
14.6.4.1 Objectives
The "Configurated Characteristics" module allows the user to expand most
program objects with their own characteristics (data fields). These configured
characteristics can be defined in the same way as the system characteristics.
These configured characteristics can be used for almost all evaluations via the
logic of the dynamic placeholders and formula placeholders (Report Writer is
required).
With this functionality, the program installation can be adjusted very flexibly to
specific requirements. These extensions are not usually performed by the end
user. It is recommended that this preliminary customizing process be performed
during consultation.
The program logic also applies here in principle, i.e. this data is provided in each
project and the master is the default. This ensures that a project can "survive" and
that projects can have differently configured characteristics.
See also
Types [➙ 238]
fewer characteristics are included on one tab due to the size of the tabs (e.g. 6 tabs
in the BoQ). If there is more than one tab then, the tabs will be numbered.
14.6.4.5 Types
There are currently 4 types available for selection:
The Search and Delete buttons can be used to select a catalog or remove it from
the selection. There are 2 fields for data entry. One for the code and the other for
the description of the catalog element. The description cannot be filled in, and is
filled in automatically. Catalog reference characteristics cannot be created within
catalog elements.
14.6.4.5.2 Date
The type Date is used for entering a date.
A calendar is offered for entering the date. The other settings are not currently
considered.
A selection list for data entry is offered. Only numbers can be entered. If the typical
values are predefined, then no data can be entered in the selection list.
14.6.4.5.4 Text
The type Text is used for entering text.
▪ If the option With Code is selected, 2 text entry fields are offered for entry.
You can select whether or not the typical values should be predefined. If the
typical values are predefined, text can no longer be entered directly. It must be
entered via the search function.
▪ If the option With Code is not selected, a selection list for data entry is
displayed.
14.6.4.6 Print
The attributes are printed via the mechanism of the dynamic placeholders. For this
purpose, a dynamic placeholder of the "configurated characteristic" type is inserted
in the template in the Report Writer:
This is then filled in by the program. The Name and Description placeholders are
filled in by the description of the characteristic. The Code placeholder is filled in
with the code of the typical value or of the catalog element. The Calculation
placeholder contains the typical value for the types Text and Summable Number,
the date for the type Date, and the description of the catalog element for the type
Catalog Reference. For the Summable Number type, the placeholders Value and
UoM are also filled with the respective values. The other placeholders are not filled
in.
When inserting a dynamic placeholder of the type Configured Characteristic, the Characteristic
Description must be entered (not the Characteristic Code!).
14.6.4.7 Limitations
▪ When copying via drag and drop in the catalog of user-defined characteristics,
the catalog references are not copied.
14.6.4.8 Appendix
Code word Meaning
LV The BoQ
While working on a project, you can send a message to all those working on the
same project. Within a project, you can also send a message to all users of the
current document (Project, Contract, Request, Application and so on) and
especially to users who are currently billing an item. It is not necessary for the
sender to have opened the document. For those users, it is sufficient to simply
select the document in the project structure.
All users who have opened the document in which you are currently located
receive this message. For the recipient, a small window opens with the message
on the screen.
If you create a new project version in the project window, the existing project
version becomes read-only; i.e. you cannot change this project version. You can
identify a read-only project version in the Project Explorer by the icon.
If you want to verify your database for errors, click in the Project Explorer on
Actions | Administration | Database | Check Database. Once you click here, the
selected database is checked for errors.
▪ If errors were found, a dialog box with information appears after the verification.
You are informed about the errors that were found.
Error log
In this field, the location, type and the number of errors are displayed in a table.
Save
You can save the error log.
Repair
You receive a message regarding the repair.
Start
You can start the repair. Note that you have to be logged in as a user RIBADMIN
(administrator) before you can perform this function.
14.10 Authorisations
If you like to have no restrictions, you can ignore these settings.
The authorised or excluded users can be individual users or user groups. The
users and groups that ultimately appear in your selection dialog box upon clicking
one of the Edit buttons depends on your company's internal network structure.
Default
In the Functional authorisations for all users field, you can set the default setting for
the object administrator. If you have not made any default settings there, this tab
will be empty and only the Edit button in the Object Administrators section will be
active. This case is assumed in the following description.
WARNING
Awarding authorisations
1. First, award the authorisations for the object administrator.
Object Administrators
Click on the Edit button to the right of the Object Administrators area, in order
to specify the user, the users or groups that are allowed to administrate the
respective project (changing the authorisations, for example). A dialog window
opens.
Add Users/Groups
Double-click inside the two sections on the left side of this box to move groups
or individual users to the section Authorised on the right. You can also click on
a group or a user from the left-hand field and then move this item into the right-
hand section via the arrow button. As soon as you have selected a group or a
user, the name will appear in the opposite field.
Server
The servers used for the system administration, which manages the groups
and the users, are displayed here. Click on theUpdate button to update the
display of the users and groups.
a) You can enter the user name or even the user name with its default domain name in the Users
field.
b) Remove Users/Groups
Click on the user or the groups in the right-hand field if you want to withdraw the awarded rights
from single users or groups of users, and remove the item with the appropriate arrow button or by
double-clicking.
4. The function Edit in the other three fields becomes active. You can also set
certain restrictions for single users or groups of users in these fields as
described above.
Read-only
All the users and groups of users with read-only access for the current object
are shown in this field. The object administrator can change this authorisation.
Read-write Access
All the users and groups with read-write access to the current object are shown
in this field. The object administrator can change this authorisation.
No Access
All the users or groups of users who do not have access to the current object
are located in this field. The object administrator can change this authorisation.
Open a dialog in which the user groups are displayed, of which you are a member.
▪ You can also use the group RIBADMINS instead of the individual user
RIBADMIN. All members of this group have administrator rights. The awarding
of administrator rights to a group means that there is more than one
administrator.
▪ The administrator always has all the rights to all modules, functions and
objects.
One quality of the font is the script characteristic for the language. For foreign texts,
the correct script characteristics of the font must be ensured. This is set either via a
format template or through a fixed assignment in the text. In general, the font is set
via a format template, and the direct assignment to the text is only used in
exceptional cases.
1. For this, all documents are closed and the layout editing is opened.
5. Verify the layout for the screen editing in the Global or User-related Settings.
Here, the updated layout must be entered.
4. In the input region list in the lower right, another language is now available.
Provided that you want to display only specifications (no table text or headers) in
Cyrillic or Turkish fonts, the settings are now complete in the operating system.
In Languages for programs that do not support Unicode, select the desired
language. Click on Accept or OK.
General shortcuts
Key without additional + <Shift> +<Ctrl> +<Alt>
key
<D> +<Shift>
character
formatting:
strikethrough
switch between
insert and
overwrite mode
+<Shift>
character
formatting: bold
<K> +<Shift>
character
formatting: italic
<L> delete
<N> new
<P> print
<Tab> jump to next field jump to previous jump to next tab or jump to next
field next field application
+<Shift>:
to the previous
application
+<Shift>
character
formatting:
underlined
<Z> undo
(if possible)
16 Troubleshooting
Log files when the program crashes
For troubleshooting purposes, and in the exceptional case of a program crash, it is
important for the development to obtain a clear description of the error, including
the data, in order to be able to understand the problem.
A function is provided which displays a distinctive error message for most program
crashes and also creates an error log (CrashDump-File). This log file is used to
track the exact state of the system at the time when the program crashed, thereby
improving the troubleshooting process.
Subject index
ASCII, 185
C
Assistant Adopt, 81
dynamic -, 39 Catalog
Master, 197
B
Mix, 234
Status, 91 Copy
Change size of text box, 134 Cost comparison planned vs. actual, 231
Change SP into contract phase, 110 Cost comparison planned vs. actual configuration,
D Dictionary
copy from template project, 113 Direct print, 160, 162, 162, 176
print, 159 E
Target, 58, 94 Edit
delete PA info, 51
Export package G
Create, 192 General
F Settings, 147
SP info, 87 H
Filter Handles, 134
Activate/deactivate, 122 Hierarchy levels
CPI data, 83 Parameter, 156
Deactivate, 118 Hyphen
Delete, 126 Remove, 130
Parameter, 119 Set, 130
Quick Edit, 122 Hyphenation, 147
Quick editing, 125 Hyphen, remove, 152
Set, 119 I
Fixed administrator account, 245
Image
Fixed columns, 36
Insert, 133
Fixed term contract
Import project data, 195
Check out, 111
Info
Package, 87 Locations
Column, 142 M
Line, 142 Main window, 113
Text box, 134 Mandatory typical values, 232
Inserting an empty line before table, 142 Master project
Item summary, 166 Backup, 197
Print, 164 Restore, 197
J Mathematical operations, 219
JV Menu command
L Message
Create, 242
Labour escalation
Send, 242
Print, 172
to Project Editor, 242
Layout, 159, 182
Mini toolbar, 48
Assign template, 129
Mixing catalog data, 234
Replace all, 160, 162, 162, 176
Modification history
Lines
Report, 160
Append, 142
Modify
Delete, 142
Cell width in cell, 142
Insert, 142
Column area of the table, 142
Select in table, 142
Column width, 142
Link, 114
System characteristic type, 232
Delete, 116
Table, 142
Documents, 114
Width of table, 142
location
Module
in table, 39
Award controlling, 87
Location
Move P
Table, 142 Package
MULTI, operator, 120 Check out, 111
Multi-function bar, 18 Create, 85
Multiple assignment from the catalog, 32 Exporting, 196
N Package (SP)
Name Info, 87
Direct, 160, 162, 162, 176 Time, 160, 162, 162, 176
Favourites, 160, 162, 162, 176 Print date, 160, 162, 162, 176
Template, 182 Q
Templates, 182 QTO
WTX, 183 Update, 66, 102
Process phases, 47 Quantities
Project, 49 Print, 164
Copy template data, 113 Quantity query
Create template, 113 Mathematical operations and constants, 219
Export, 195 Quantity splitting
Print rights, 160 Export German GAEB 90, 212
Read-only -, 242 Quick editing, filter, 125
Remove paragraph markers (specification), 130 RTF editor in the specification, 128
Budget, 85 176
table taskbar
Adapt, 34 Taskmanager, 17
Typical values
U
Unicode, 128
UNICODE, 128
UR
V
Valuation factor, 57, 92
View
Classic, 46