CostEng Tutorial

CostEng PipeSite/PipeFab Tutorial
CostEng Estimating Software User Manual
2012 CostEng Pty Ltd
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Table of Contents
WELCOME ........................................................................................................................................................................ 4 OVERVIEW...................................................................................................................................................................... 4 SUPPORT ......................................................................................................................................................................... 5 GETTING STARTED .................................................................................................................................................... 6 ESTIMATE REGISTRATION .............................................................................................................................................. 6 Estimate Registration .......................................................................................................................................... 6 Client Details .......................................................................................................................................................... 7 Scope of Work ...................................................................................................................................................... 11 Summary ............................................................................................................................................................... 11 CHOOSING PREFERENCES ............................................................................................................................................ 12 ESTABLISHING THE CODING STRUCTURE ................................................................................................................... 13 DEFINE GANG RATES ................................................................................................................................................... 14 SETTING THE EXCHANGE RATES.................................................................................................................................. 14 ESTIMATE PRODUCTIVITY ............................................................................................................................................. 16 DIRECT COSTS ........................................................................................................................................................... 17 Codes....................................................................................................................................................................... 17 Category ................................................................................................................................................................. 17 Group ...................................................................................................................................................................... 17 Component ............................................................................................................................................................ 17 PIPING MATERIAL TAKE OFF (MTO) SCREEN ........................................................................................................... 18 PIPING MTO INPUT SCREEN........................................................................................................................................ 19 Standard Materials ............................................................................................................................................. 19 Non-Standard Materials ................................................................................................................................... 20 Materials ................................................................................................................................................................. 20 OPERATIONS.................................................................................................................................................................. 20 Pipe Operations ................................................................................................................................................... 21 Fitting Operations ............................................................................................................................................... 22 Flange Operations .............................................................................................................................................. 24 UNIT MATERIAL COSTS ................................................................................................................................................ 24 Unit Piping Materials .......................................................................................................................................... 24 Unit Bolting Costs ............................................................................................................................................... 25 INDIRECT COSTS ...................................................................................................................................................... 26 INDIRECT COST CATEGORIES ...................................................................................................................................... 26 DEFAULT INDIRECT RATES ........................................................................................................................................... 26 INDIRECT COST ESTIMATE ........................................................................................................................................... 27 ESTIMATE SUMMARY ............................................................................................................................................. 29 ESTIMATE SUMMARY ..................................................................................................................................................... 29 DIRECT COSTS .............................................................................................................................................................. 30 INDIRECT COSTS .......................................................................................................................................................... 30 MISCELLANEOUS COST ................................................................................................................................................. 30 SUMMARY....................................................................................................................................................................... 30 STATISTICS ................................................................................................................................................................... 30 DATA MANAGEMENT TOOLS ............................................................................................................................... 31 ESTIMATE REVISIONS................................................................................................................................................... 31 OPEN ESTIMATE ............................................................................................................................................................ 31 CLIENTS ......................................................................................................................................................................... 31 SUPPLIERS ..................................................................................................................................................................... 31 2012 CostEng Pty Ltd Page 2 of 35
FORMATTING .............................................................................................................................................................. 32 FILTER ............................................................................................................................................................................ 32 FIND ............................................................................................................................................................................... 32 REFRESH GRID .............................................................................................................................................................. 32 RESIZE COLUMN WIDTHS ............................................................................................................................................ 32 RESTORE DEFAULT VIEW ............................................................................................................................................. 32 SPLIT SCREEN ............................................................................................................................................................... 33 OPEN CUSTOM VIEW .................................................................................................................................................... 33 SAVE CUSTOM VIEW .................................................................................................................................................... 33 SHOW/HIDE FIELDS ..................................................................................................................................................... 34 REPORTING ................................................................................................................................................................. 35
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CostEng Estimating Software User Manual

Welcome
Welcome to the CostEng Estimating suite of software products. This tutorial covers the following modules; PipeSite PipeFab This PipeSite module is a tool for the development of capital cost estimates for the site installation of piping systems. Estimates are developed by populating an MTO with manhours for all site installation operations. The PipeSite module includes facilities for automatic retrieval of physical property and manhour data from the CostEng server. This PipeFab module is a tool for the development of capital cost estimates for the fabrication of piping systems. Estimates are developed by populating an MTO with manhours for all fabrication operations. The PipeFab module includes facilities for automatic retrieval of physical property and manhour data from the CostEng server. The design philosophy of the CostEng tools means that some functionality is the same or similar in many of the specific modules. Accordingly parts of this user manual will have application to all modules with some parts being specific to a nominated module. Some screen shots in this manual may contain information, data or amounts that are different to what is shown in the sample files. Each of the piping modules is multi currency and can be used to access the CostEng metric or imperial databases of physical property and site installation manhours.
Overview
This CostEng Estimating modules are generally made up of a number of estimating processes: Estimate Registration Material Take Off (MTO) Operations screens Productivity factoring Coding facilities Exchange Rate Management Indirect costing facilities Estimate Summary Estimate Statistics Reporting facilities Miscellaneous management/formatting facilities
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Support
If you have any problems using this program, then please contact our support team for assistance. For all support requests you can email support@costeng.com. We will get back to you as soon as possible. Our website, containing all product, support and contact information can be found at www.costeng.com
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Getting Started
Each of the modules are delivered with a sample estimate. To view these sample estimates on screen go to File -> Open Estimate and open the sample estimate. Note that in this manual some screen shots may not be exactly the same as those viewed from the sample file.
Estimate Registration Estimate Registration

(Display ->Estimate Registration)
The first mandatory procedure is to register the estimate into the software system. The registration establishes key information such as estimate no. revision, details of estimate/project and key dates, client contact information and establishes the base currency of the estimate. Note that this screen has three tabs: Estimate Registration, Client Details, Scope of Work.
The above screen shows the format when commencing a new estimate note that when this screen is viewed from the sample file the mandatory fields are populated. There are a number of things we see immediately this screen opens. The first is that the Rev. No. of the estimate no has defaulted to 1. For further information
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regarding management of estimate revisions see the section marked Estimate Revisions. Some fields are shaded yellow and are prefixed with a red exclamation mark. These fields are mandatory and a selection must be made. The Status field defaults to In Progress as that is the current status of the estimate. Other options may be selected to classify the status of the estimate.
Other items to note are: The project category has defaulted to Chemical. There are a number of alternate project categories in this choose box that can be selected, The date received, time and expiry date have defaulted to the clock date of the computer but again, these can be changed. The forecast value can be edited and is intended to record the perceived value of the estimate prior to commencement. This value is used for periodic management reporting of estimates being commenced or in progress. The remarks field is used to maintain a history of key milestones in the development or negotiation of the estimate but may be used for any other purpose. The remaining fields are self explanatory however we point out that the Estimate Value field is a calculated field and will display the overall total value of the estimate as calculated by the CostEng system.
Client Details
The Client Details screen provides ready access to Client contact details. Client information recorded using this screen can be retrieved for any estimate by simply selecting from the Client Name drop down box for previously entered Client details.
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To add a new client, click on the Add/Edit Client button.
Adding, deleting and accepting records are controlled by the relevant buttons. is important to accept the records entered using the end edit button. To add a new client, click on the Append button to create a new record.
It
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Enter the company name and internet details.
Once the company name has been entered, click on the Add Record button in the Details section to enter address, phones etc for each address type as required. To add, delete or accept a record in the above screen simply click on the appropriate small toolbar button.
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The phone records established here should be the main switchboard numbers as the individual direct line phone numbers are recorded against the individual contacts listed as shown below.
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Scope of Work
This screen captures additional details of the project used for data management in the longer term.
The scope of work tab captures additional information about the project for which the estimate is being prepared and the content of this screen is self explanatory.
Summary
Once all the required information is input into this Estimate Registration simply click OK and we are ready to commence the estimate.
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Choosing Preferences
(File -> Preferences) There are a number of preferences available, some of which effect the estimate preparation. The preferences dialogue is found on the File drop down menu. Reporting The Reporting tab allows input of a company logo which will subsequently appear in all printed reports. Note that the logo can be sized for optimum appearance.
The next tab, Piping MTO, contains a number of options that if selected will automatically include the respective rates in all records of the estimate by default. If these preferences are not chosen here, then they may be manually selected on a case by case basis as required. If these rates are applicable to the estimate then it will be much quicker to select the default option. Welding By choosing the default for Weld Preheat and / or Weld Stress Relieve, the system will apply manhours for such activities (based on wall thickness). Flange Bolts The default options here are Machine or Stud. Testing This option will apply manhours for Testing (includes piping reinstatement) Handling & Erection This will apply handling & erection manhours by default to all Pipe & Fittings as appropriate. Direct Costs This will display the code description in lieu of the code number in the direct cost screen.
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The third tab MTO Unit Data provides the option of data retrieval on the fly or as batch retrieval on demand.
Establishing the Coding Structure

(Display -> Codes) The next step we recommend is to develop the coding structure (located in the Display Menu). This allows the production of estimate summary reports by whatever coding structure may be required. While the coding structure can be developed, allocated or edited at a later date we believe it is more efficient to establish the coding system first. In the top pane we record the categories of codes we intend to use. The names entered here will appear as headings for the respective columns on the screen and print reports In the bottom pane we record the codes and descriptions that we wish to use for each of the categories nominated. When entering the codes and descriptions click on the required category (note the red asterisk) and add the required codes and description below. After any record entry the tick tool should be selected to capture the entry.
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Define Gang Rates

(Display -> Gang Rates) The Gang Rates dialogue is used to input the average Gang Rate for each engineering discipline. For the PipeSite this dialogue box is called Gang Rates (average cost rate for a piping gang) whereas in the PipeFab module this dialogue box is titled (Shop Labour Rate) being the average shop labour rate. These rates are used as multipliers for the manhours to establish the labour cost.
As this is the PipeSite module, only the piping gang rate is applicable.
Setting the Exchange Rates

(Manage -> Global Exchange rates) CostEng Estimating is a multi currency system and it therefore contains a facility to enter and manage the various foreign exchange rates that might apply. The base currency is set during the estimate registration process. This multicurrency facility is intended for use in the unit Material cost and unit Bolting components of the system only. Unit prices can be entered in any currency and the system will convert all Material and Bolt costs to the base currency of the estimate. As AUD was selected as the base currency in the estimate registration previously, AUD is displayed, by default, as the currency against which the various exchange rates will be set. This selection can be changed to allow any of the currencies displayed to be the reference currency. If a currency required is not displayed simply enter it using the Add Currency button at the bottom of this dialogue. These are global rates and will be the default rates for all estimates.
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From the display drop down menu the Estimate exchange rate dialogue can be accessed. This exchange rate facility allows for nomination of estimate specific exchange rates.
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Estimate Productivity
(Display -> Estimate Productivity)
This dialogue allows entry of a productivity factor that is applied to all manhours.
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Direct Costs
NOTE There are slight differences in PipeSite and PipeFab Directs Cost views (Display -> Pipe Direct Costs) After registration of a new estimate or after opening an existing estimate, the default screen display is the direct cost estimate screen.
Codes
The first two fields of the screen shot below are the code categories entered into the system earlier in this tutorial, i.e. Area and Process.
Category
This field summarizes by piping system categories which are either site run or spooled.
Group
Carbon Steel to American Standards (CS) Steel to Australian Standards Alloy Steel (AS) Stainless Steel (SS)
Component
This field provides summary direct cost data by the three groups within pipework being: Pipe Fittings Flanges The remaining fields display the resultant manhour and labour cost information resulting from the MTO process discussed later in this tutorial.
It is recommended that some time be taken to familiarize yourself with the display options available from the Format drop down menu. These options are provided to allow formatting of the various screen reports to suit individual requirements
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Piping Material Take Off (MTO) Screen

(Display -> Pipe MTO) The other main screen report is the Piping MTO screen that displays all the pipe MTO records of the estimate. This screen report can also be modified using the facilities available from the Format drop down menu mentioned above. There are a series of fields that are colour coded to indicate their grouping.
The first group (shaded dark grey) is References. These fields display the references established when inputting an MTO. A minimum of 1 reference is required.
The second group of fields (shaded light blue) displays the details of the piping materials forming the MTO.
The third group (shaded light green) displays physical properties and material cost data for each of the MTO records. The above screen is a reporting screen. The only functionality directly conducted in this screen is the deletion of records. To delete a record click on the record to be deleted and choose the - toolbar button. To add records use the + toolbar button which takes you to the Pipe MTO Input Screen or for editing a given record simply double click on the required record. As with the Direct Cost screen the functionality listed in the Format drop down menu can be used to tailor the Pipe MTO screen.
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Piping MTO Input Screen

(Append from the Pipe MTO screen) The screen below is displayed when adding or editing a record. In the case of adding a record this screen will be blank whereas if editing a record the details of this record will appear in this screen.
To input MTO data we first list the applicable references. Where a given reference has not been used before it will to be entered into the relevant field. Where a given reference has been used before it will appear in the drop down menu of the relevant field in which case it can be selected from the list. Note that the last reference is Spool No.. If the piping for which an MTO is being done is part of a spool piece then a spool no. should be entered or chosen from the list. The procedure still requires all the materials of the spool piece to be entered as the system can use the detailed list of materials for material costing. By inputting all the materials the system will also allow for defining the relevant field connections. The system also uses all the materials when calculating the handling and erection manhours for the onsite installation of the spool piece. Where the piping is site run (i.e. not spooled) do not enter a spool no. and proceed with the remainder of the inputs required. NOTE In the PipeFab module the Spool No field is mandatory The next group is the codes. These codes have been previously defined thus it is only a case of choosing the relevant codes from the lists provided in the relevant drop down menus.
Standard Materials
The group of fields on the right hand side of this screen, starting with Group and finishing with Size, is a series of drop down menus which contain an extensive library of commonly available piping materials. The system is designed so that a selection at one level will provide the options available for the next level.
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Below these drop down menus are a number of fields to define quantities. Notice that the height defaults to 2-3m. This can be changed to suit the situation at hand and the system will consider the chosen height in determining the manhours for the installation operations. Note by changing the Height in this field it is only changing the default Height. Heights for individual piping material items should be changed in the individual Operations screens. The Item No. field applies when the pipework is spooled and the reference is an isometric drawing. This allows direct traceability to the isometric drawing.
Non-Standard Materials
Care should be taken to try to maintain the same breakdown philosophy when defining non standard materials. Non standard materials are still captured for securing material cost data (as will be explained later) but the system does not contain manhours for site installation of such materials. This information must be input manually and will be discussed below in the section on Operations.
Materials
The other option available is to nominate materials as being free issue. If this box is checked the system will exclude any allocation of material cost to the relevant MTO items are and setting the Operations is only necessary for pipe. For fittings and flanges the system automatically establishes the appropriate operations required for site run piping
Operations
NOTE There are slight differences in the Operations screens of the PipeSite and PipeFab modules, eg., In the PipeSite module the connection type can be site run or spooled whereas in the PipeFab module the site run option is disabled. There are three operations screens: Pipe, Fittings, Flanges Each of these screens are different and provide the opportunity to select whatever operations you might require. The CostEng system also has some short cut methods that will allow the estimate to be completed much quicker however we point out that there may be some compromise on accuracy by doing so. To fully understand these short cuts we explain here some of the basic operating principles of our data retrieval systems. Generally the operations are tied to the fittings and flanges. For example, a Butt Welded 90 Degree Long Radius Elbow is considered to have a first connection and a second connection. In this case the first and second connections are the same. In other words when this fitting is entered into the system it retrieves the manhours for one (1) butt weld for the first connection and one (1) butt weld for the second connection based on the wall thickness and size of the Elbow.
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If, in the preferences, you have selected Field Handling and Erection as default operations then the system will also allocate manhours for both of these operations. A butt welded reducing tee is treated in a similar manner however in this case there are two (2) first connections based on the wall thickness and size of the line and one (1) second connection based on the wall thickness and size of the Branch. If other preferences such as preheat and or stress relieve have been selected then the system will also include these manhour rates in its calculations. Since the operations have basically been predetermined then there is really no need to define the operations for fittings using the Fitting operations dialogue. This also applies to Flanges thus considerable time can be saved in the piping estimate process by considering carefully what is actually require prior to proceeding. The compromise on accuracy comes from a situation where one fitting is connected directly to another fitting or flange. This means there is one (1) connection too many. The solution to this is to activate the operations dialogue of one of these and override the quantity of one of the relevant connections to zero. For Pipe the above does not apply and the required operations relative to the piece of pipe such as: Preparation requirements such as Cut, Cut & Bevel, Cut & Thread, Connection requirements such as welds, screwed connections etc. sometimes required in Pipe to Pipe connections, must be entered using the relevant operations dialogue.
Pipe Operations
The screen below is the pipe operations dialogue and shows a number of groups for the various operations that might be required. As the allocation of pipe installation requirements is not automatic the system will not accept any Pipe MTO item unless the Pipe Operations have been defined.
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CONNECTION TYPE Note that the Connection Type field is deactivated. This is because this record is site run, in other words, we have not allocated a Spool No in the References when inputting this record into the MTO. If a Spool No. had been entered then this field would be active and would display Shop with all connection quantity details displayed as zero. By choosing Field we then need to input relevant Field connection quantities. The above dialogue box shows all connection quantities as zero which then allows manual input of any operations that are required for the field running of this piece of pipe. LOCATION The default location provided is On Plot whereas the other option that could be called up is Pipe Rack. These options have an impact on the manhours. PROCESSES As mentioned previously there is a Preference whereby the selection of Handling and / or Erection as default operations in which case these two boxes would appear as checked.. In this case this option was not chosen so the relevant boxes should be checked. OTHER As mentioned previously any connection chosen for Pipe in this dialogue should be considered as a pipe to pipe connection. NOZZLE WELDS / STUB INS Any connection requirements for pipe to pipe branching or stub ins should be quantified here. Note that if the cut is required for a fitting (such as an OLet fitting) the welds associated with such fittings will be automatically retrieved from the CostEng server when the relevant fitting is entered into the MTO. Thus in such cases a quantity would be input for the branch cut but no quantity would be input for the welding. If in the Preferences, Preheat and/or Stress Relieve had been chosen then, where applicable, (based on wall thickness) the relevant box would be checked and a manhour rate retrieved from the CostEng server and applied. This also applies to the Butt Welds discussed next. BUTT WELDS As with Other above welds applied here should be considered as pipe to pipe welds. END PREPARATION In all cases the relevant end preparation requirements should be entered as they apply equally to pipe to pipe or pipe to fitting or pipe to flange connections.
Fitting Operations
As stated above in most cases it is not necessary to define the connection details for fittings.
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In this case we see that this fitting is site run as the Connection Type field is deactivated. It is also evident that this fitting is a butt welded reducing tee as it has two (2) first connections and one (1) second connection and both are butt welds. The issue of operation Preferences also applies here and we can see that such Preferences were not selected. If the fitting was something other than butt welded then the appropriate connection details would be evident. In other words, if the fitting was a socket welded or screwed fitting then the appropriate connection quantities would be shown.
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Flange Operations
In the Flange operations dialogue we again see the CostEng system has allocated the appropriate rates for the connections.
This flange is clearly a butt welded flange as it has one (1) butt weld as the first connection and one (1) bolt up as the second connection. Note that the system has also called up the bolting for the second connection. Summary We have now seen how to work through a piping MTO and we have seen how manhours are applied to this MTO and reported to the Piping MTO screen report and the Direct Cost Estimate screen report.
Unit Material Costs Unit Piping Materials

(Display -> Pipe MTO Material Costs) Unit material costs are recorded in the Pipe MTO Material Costs dialogue. As the MTO is entered into the system each unique material item is captured and listed in this dialogue box. The user is then able to enter the unit prices received from supplier quotations which will subsequently be used in calculating the total cost of materials.
The unit material costs can be entered in the unit of currency they were quoted and using the exchange rate management system these unit prices are converted to the base currency of the estimate. NOTE that if the Material is Free Issue check box in the piping MTO input screen is checked then the material cost for that record is not included in the material cost calculation.
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Unit Bolting Costs

(Display -> Bolt Material Costs) The Unit Bolting Costs are recorded and entered in the same manner as the piping material costs.
This completes the tutorial on the Direct Cost Estimate. We will now move to the Indirect Cost Estimate.
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Indirect Costs
This CostEng system is delivered with a substantial range of indirect cost categories and items as can be seen in the Indirect Cost Categories dialogue which is accessed via the Manage drop down menu. NOTE - Indirect Costs are only applicable to the PipeSite system.
Indirect Cost Categories

(Manage -> Indirect Cost Categories)
In this dialogue we see a number of categories which have been developed based on industry norms. In addition, each of these categories has been populated with a number of sub category items. In this case we are seeing some of the items in the Plant & Equipment category. This dialogue is used to manage the library of indirect cost items for use in all estimates thus maintaining consistency in the indirect cost estimates. Care should be taken to follow the structure already established and when managing the content to maintain consistency with the breakdown shown. We also suggest a thorough review of the listings above for familiarization with the overall philosophy, especially with regard to issues such as mobilization, transport, accommodation & allowances, demobilization etc. The philosophy of the above breakdowns has been specifically designed to facilitate standardization.
Default Indirect Rates

(Display -> Default Indirect rates) The CostEng estimating system also provides a facility to establish a set of standard rates for Indirect cost items. These rates are intended as applicable for all estimates
and can be modified to reflect the requirements of a given estimate. This is another mechanism whereby estimating consistency can be achieved.
In the above example we see two (2) Plant & Equipment items and two (2) Site Supervision items. For the Plant & Equipment we see both internal and external rates. For external rates we can record the source of the rates, i.e. the source company and the source reference of the cost (e.g. a specific quote). We suggest this indirect cost rate facility be populated with as many standard items as possible. These rates should then be the subject of periodic reviews to maintain accuracy. If this facility is fully populated with many rates then the indirect cost estimate for a given project can be developed quite quickly and much earlier. This provides the opportunity to get early indication of the overall cost of the project and thus provides more time for risk analysis or competitiveness evaluation of the overall estimate.
Indirect Cost Estimate

(Display -> Indirect Costs) From default rates the indirect cost estimate can be developed by firstly establishing the list of relevant indirect cost items required, retrieving the rates from the default listing, either internal or external, and then making appropriate adjustments.
We see above that two (2) indirect cost items including the default rates have been retrieved from the default rates listing. The choice of rate retrieval, internal or external, is done by right clicking on the record after choosing the Category and Item. Once retrieved the default rates can be modified to suit the requirements of the given estimate. Such modifications can be the application of an overhead component and where necessary an adjustment with relevant remarks explaining the reason for the adjustment. NOTE When retrieving a default rate the system retrieves the unit upon which the rate applies. Using the look up in the unit duration field it is possible to change the unit of duration. It is then very important to change the rate to suit the revised unit of duration.
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Estimate Summary
(Display -> Estimate Summary) The estimate summary provides a report on all direct, indirect & miscellaneous costs.
Estimate Summary
This screen displays all cost summary information relative to a given estimate. This dialogue box displays cost summaries for Direct Costs, Indirect Costs and Miscellaneous Costs. This dialogue also has a button for viewing the benchmark statistics for a given estimate.
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Direct Costs
Labour and Material costs are automatically summarized and presented in the Direct Costs tab of the Estimate Summary dialogue. Overhead percentages can be entered and any Adjustment to costs that is required. By entering the overhead percentage the amount is calculated and displayed. The Direct Cost tab also has facilities for entering any Subcontract costs. percentages and adjustments can also be made to these costs. Overhead
Indirect Costs
This tab summarises the nominated categories of indirect costs. The indirect cost is a summary only. The overheads + adjustments are done on the indirect Estimate. NOTE - Indirect costs are only applicable to the PipeSite module.
Miscellaneous Cost
This tab provides a facility for entering any other cost considered necessary to ensure all costs for the project are captured. As with Direct a percentage can be applied for an overhead component and any adjustment to the cost that might be required.
Summary
All Direct, Indirect and Miscellaneous costs are summarized at the bottom of the Estimate Summary dialogue. The totals of all costs can also be the basis of Overhead and or Adjustment in lieu of or as well as those applied in the individual tabs.
Statistics
(Display -> Estimate Statistics) The benchmark Statistics dialogue can also be viewed from this dialogue or from the Estimate Summary screen. The Statistics dialogue displays a number of automatically calculated statistics for the given estimate. These statistics figures can be a valuable benchmarking, tool for monitoring the consistency of estimate development.
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Data Management Tools

Estimate Revisions
(Display -> Estimate Revisions) The estimate revisions dialogue box is the mechanism for managing and controlling revisions to a given estimate. The Estimate Revisions dialogue box shows all revisions of the estimate. This dialogue also shows the date and time when the revision was established, who created the revision and shows the comments made by the person creating the given revision. To create a new revision to a given estimate, simply click on the Make New Revision button. The system will automatically increment to the next revision number. The name of the person creating the revision is also recorded. The system also permits a comment to be provided. This comment facility is designed to record the reason or purpose or other comment that explains the purpose of the new revision. Once the new revision is created, close the dialog.
Open Estimate
(File -> Open Estimate) When opening an estimate the system displays (by default) the latest revision. revisions can be viewed by checking the show all revisions check box. All
All past revisions are read only and therefore if a previous revision is opened and subsequently edited it will need to be saved as a different revision.
Clients
(Manage -> Clients) The Manage Clients facility is used for maintaining the information, such as addresses, contact details, etc... This Clients facility is also used by the client details tab of the estimate registration.
Suppliers
(Manage -> Suppliers) The Manage Suppliers facility is used for maintaining information, such as addresses, contact details, etc... the relevant supplier
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Formatting
Filter
(Format -> Filter)
The Filter facility allows filtering by one or more field names and offers a full range of operator and filter values for comprehensive filtering capabilities
Find
(Format -> Find)
The find facility can be used to find a particular record. The system allows the use of wildcard specifications. For example, if doing a search for 90 deg long radius elbows, the same records could be found by using *elbow* as the value to be found.
Refresh Grid
(Format -> Refresh Grid) The refresh grid facility will refresh the grid.
Resize Column Widths

(Format -> Resize Column Widths to Fit) The resize column widths will refresh the view and optimize the field widths so that all text in all fields is displayed.
Restore Default View

(Format -> Restore Default View)
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When operating in a saved view it is possible to return to the default view format by selecting the restore default view.
Split Screen
(Format -> Toggle Split Screen) The split screen facility allows for vertical splitting of the Direct Cost and Pipe MTO views. Once the screen is split either side retains a scroll facility.
Open Custom View

(Format -> Open Custom View) With this dialogue the user can open a screen view previously formatted to desired requirements and saved using the Save Custom View facility
Save Custom View

(Format -> Save Custom View)
With this dialogue a screen view defined using other facilities like show / hide fields can be save under a user defined name
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Show/Hide Fields
(Format -> Show / Hide Fields)
To display or hide a given field simply select the relevant field and using the arrows in the dialogue box, move the filed name from visible to hidden, or vice versa as appropriate.
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Reporting
CostEng Estimating includes a number of predefined reports. The basic reports included as part of the system are as follows: Estimate Registration Piping o Detailed MTO o Summary MTO o All Fields o Estimate o Pipe Material Cost o Bolt List o Bolt Material Cost Indirect Costs (PipeSite only) Estimate Summary
In addition to these reports being able to print to a standard printer, we have provided tools to export each report to PDF, CSV, Excel, HTML or RTF formats. Since CostEng Estimating uses Microsoft SQL Server 2000 as its data storage engine, if you need additional reports, then any reporting tool that uses SQL to retrieve data can be used. A commonly used report writer is Crystal Reports.
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CostEng PipeSite/PipeFab Tutorial

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CostEng PipeSite/PipeFab Tutorial

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

Piping Material Take Off (MTO) Screen

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

Piping MTO Input Screen

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

Unit Material Costs Unit Piping Materials

CostEng PipeSite/PipeFab Tutorial

Unit Bolting Costs

2012 CostEng Pty Ltd

CostEng PipeSite/PipeFab Tutorial

Indirect Cost Categories

Default Indirect Rates

CostEng PipeSite/PipeFab Tutorial