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Page 1
Win Products
Tutorial “B”
for the
WIN 1000/3000/4000/6000
Electrical
Estimating Systems
Version 12.2
Page 2
Stop
If you are a beginning McCormick Estimating System user,
and have not completed Tutorial “A”, please do so now.
Even though you may have some experience with
McCormick Estimating Systems,
doing the Tutorial “A” first is a good idea.
This document contains instructions on how to estimate
a $45,000.00 +/- job. You will be building Job Assemblies,
Extending with multiple labels, and using various Overhead,
Profit, Tax, and Quotes, etc in the Bid Summary.
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 3
Step 1: Creating a Job
Left Click on the McCormick “Win Products” Icon and the “System Login” screen will appear.
1. Left Click on the pull down arrow and Select “Admin” (or custom User name if one has been
created).
2. Then Type “Admin” (the password is case sensitive) in the blank white field next to
“Password” (or the appropriate password if one has been created).
3. On single User systems, once the “Save Password” box is checked, the password will not need
to be typed again.
NOTE: The gold and platinum (network) system Users will not have the “Save Password”
check box as shown above.
4. Left Click “OK”.
The “Jobs” window will appear.
1. Be sure the “Active” tab at the top is selected.
2. Left Click the “New Job” button.
Step 1: Creating a Job (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 4
The “Job Information” window appears which allows entering any needed Job information. It shows
the Job number and Lead Estimator in bold print because they cannot be modified in this window.
1. Highlight the Untitled Job shown in the “Job Name” row. Rename it “Tutorial B”. In the Bid
Date field, Enter a date (not shown).
2. Choose a Type of Job (Commercial) from the pull-down list by Left Clicking on the pull down
arrow on the right of the field and Selecting Commercial.
NOTE: “Type of Job” is a multiple choice field (use the pull down arrow as shown for Type
of Job to display choices).
3. When the information is entered, Left Click the “Close” button.
NOTE: Never click the “Setup” button unless you’re the System Administrator and need to
modify the information in the gray area at the left side of the window.
Step 1: Creating a Job (Contd.)
The “Paste from Job” window will then appear.
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 5
1. Check that the “Paste from Tab:” in the upper left pull down area shows “Active”.
2. Check that the “Paste from Job:” in the upper right pull down area shows “Template
3. Job Electrical ”.
4. Check what boxes are checked. The three checked defaults, “Labor Categories”, “Job-Specific
Parts (Temps)” and “Extension Reports” will be automatically checked. The User can add
additional areas to be pasted (such as “Bid Summaries”). Check the “Bid Summaries” box
now.
5. Left Click the “Default” button to make “Bid summaries” and the other checked boxes a
default.
6. Left Click on the “Paste” button and the chosen areas will be copied from the “Template Job
Electrical” (shown at the top of the window in the “Paste From Job:” pull down field) to your
new job “Tutorial B”.
7. Before the chosen areas are pasted, the program will give you a prompt to overwrite Labels
and/or Bid Summary, followed by a “Paste Operation Complete” window with only one option
“OK”.
Left Click the “Yes” button for overwriting the Bid Summaries and the “OK” button for “Paste
Operation Complete”. Then Left Click close on the “Paste from Job” window and the main
Estimating window appears.
Step 2: Labels
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 6
1a. Left Click on the Takeoff tab and the Labels icon in the ribbon or
1b. Left Click on the “(2) Labels” button in the Tool Bar and the “Labels” window appears.
Estimating Tip: Only the first five tool bar buttons, (1) Jobs, (2) Labels, (3) Takeoff, (4)
Extend, and (5) BidSum are needed to complete an estimate. They are shown in the order of the
estimate flow.
NOTE: The five columns (four columns in the 4000 system, three columns in the 3000
system, and one column in the 1000 system) above provide a way of breaking the estimate into
logical parts for Alternates, Change Orders, Job Costing/Management, Material Deliveries, etc.
2. The headers for the columns may be renamed to match what is in the column.
3. Highlight the <Click to Add> in the first label column and type “Base Bid”. Then highlight the
<Click to Add> in the second label column for 3000, 4000, and 6000 system Users and type
“Power”. Then click enter and type “Lighting” as shown above. For the 1000 system Users put
the “Base Bid - Power” and “Base Bid - Lighting” in the first and only column.
NOTE: When <Click to Add> is clicked on and a Label is added another <Click to Add>
appears below. In other areas if there is a * and a blank line, and you type in the blank line,
another * and blank line appears.
4. Left Click the “Close” button in the lower right corner of the Labels window.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies
Use the following for guidance on building Job Assemblies depending on the system you have.
The Job Assemblies needed are: Fixture A is a “2X4 TROFFER 4 LAMP”, Fixture B is a “REC CAN,
SMALL INCAND”, Fixture C is a “REC CAN WALL WASHR,SML” and Fixture X is a “EXIT
LIGHT, LED NI-CAD”. Panel A is a “400/28 480V PNL 3PH MCB” and Panel B is a “200/42
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 7
120/208V PNL 3PH MCB”. Find your System (6000, 4000, 3000, or 1000) to build the Job
Assemblies.
Using the 6000 system to build Assemblies
Left Click the “Build” Toolbar button (the blue button shown above).
1. Left Click Fixture A in the upper left Job Assemblies window.
2. Left Click on the “AddMode” button in the upper left Assemblies window. When the
AddMode button is depressed, a “Transfer” bar appears in all the other windows.
3. Left Click on the “2X4 TROFFER 4 LAMP” in the upper right Assemblies window.
4. Left Click on the “Transfer” bar in that same window.
5. The “How many of assembly (2X4 TROFFER 4 LAMP) would you like to add?” window
appears with a quantity of “1”. Fixture A will only have “1” of these assemblies, so Left Click
“OK”.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 6000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 8
6. The “What would you like to multiply the byproducts constants by?” window appears. The
Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly “Fixture
A” has zero Constants. One times zero equals zero. Left Click “OK” and the Constants will
remain zero.
7. You have just built a Temporary Job Specific Assembly using the Byproducts (Items) from a
Permanent Assembly in the 6000 System. The upper left Job Assemblies window shows these
byproducts in the Byproducts review. The “Fixture A” byproduct is a Job Item which will
show up on your Fixture quotes list.
NOTE: McCormick’s Estimating System has both Job Assemblies and Permanent Assemblies
that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo,
Apartment, etc. could be built as an Assembly.
NOTES:
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 6000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 9
1. Make sure the label bar still shows “Base Bid”, “Lighting”, “<none>”, “<none>”, and
“<none>”.
2. Left Click “Fixture B” in the Job Assemblies window in the upper left corner of the screen.
3. Left Click “REC CAN, SMALL INCAND” in the Assemblies window in the lower left corner
of the screen.
4. Following the same procedures already outlined, “Transfer” one (1) Assembly to the Job
Assembly. The ByProducts should appear as above.
5. Left Click “Fixture C” in the Job Assemblies window in the upper left corner (#2) of the
screen. Left Click “REC CAN WALL WASHR, SML” in the lower center window of the
screen. Following the same procedures already outlined, “Transfer” one (1) Assembly to the
Job Assembly. Check the ByProducts to ensure they have transferred correctly.
Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 4000 system to build Assemblies
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 10
Left Click the
“Build” Toolbar button (the blue button shown above).
1. Left Click Fixture A in the upper left Job Assemblies window.
2. Left Click on the “AddMode” button in the upper left Assemblies window. When the
AddMode button is depressed, a “Transfer” bar appears in all the other windows.
3. Left Click on the “2X4 TROFFER 4 LAMP” in the upper right Assemblies window.
4. Left Click on the “Transfer” bar in that same window.
5. The “How many of assembly (2X4 TROFFER 4 LAMP) would you like to add?” window
appears with a quantity of “1”. Fixture A will only have “1” of these assemblies, so Left Click
“OK”.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 4000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 11
6. The “What would you like to multiply the byproducts constants by?” window appears. The
Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly “Fixture
A” has zero Constants. One times zero equals zero. Left Click “OK” and the Constants will
remain zero.
7. You have just built a Temporary Job Specific
Assembly using the ByProducts (Items) from a Permanent Assembly in the 4000 System. The
upper left Job Assemblies window shows these byproducts in the Byproducts review. The
“Fixture A” byproduct is a Job Item which will show up on your Fixture quotes list.
NOTE: McCormick’s Estimating System has both Job Assemblies and Permanent Assemblies
that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo,
Apartment, etc. could be built as an Assembly.
NOTES:
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 4000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 12
1. Make sure the label bar still shows “Base Bid”, “Lighting”, “<none>”, and “<none>”.
2. Left Click “Fixture B” in the Job Assemblies window in the upper left corner of the screen.
3. Left Click “REC CAN, SMALL INCAND” in the Assemblies window in the lower left corner
of the screen.
4. Following the same procedures already outlined, “Transfer” one (1) Assembly to the Job
Assembly. The ByProducts should appear as above.
5. Left Click “Fixture C” in the Job Assemblies window in the upper left corner (#2) of the
screen. Left Click “REC CAN WALL WASHR, SML” in the lower center window of the
screen. Following the same procedures already outlined, “Transfer” one (1) Assembly to the
Job Assembly. Check the ByProducts to ensure they have transferred correctly.
Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 3000 system to build Assemblies
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 13
Left Click the “Build” Toolbar button (the blue button shown above).
1. Left Click Fixture A in the upper left Job Assemblies window.
2. Left Click on the “AddMode” button in the upper left Assemblies window. When the
AddMode button is depressed, a “Transfer” bar appears in the other two windows.
3. Left Click on the “2X4 TROFFER 4 LAMP” in the upper right Assemblies window.
4. Left Click on the “Transfer” bar in that same window.
5. The “How many of assembly (2X4 TROFFER 4 LAMP) would you like to add?” window
appears with a quantity of “1”. Fixture A will only have “1” of these assemblies, so Left Click
“OK”.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 3000 system to build Assemblies (Contd.)
6. The “What would you like to multiply the byproducts constants by?” window appears. The
Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly “Fixture
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 14
A” has zero Constants. One times zero equals zero. Left Click “OK” and the Constants will
remain zero.
7. You have just built a Temporary Job Specific Assembly using the ByProducts (Items) from a
Permanent Assembly in the 3000 System. The upper left Job Assemblies window shows these
byproducts in the Byproducts review. The “Fixture A” byproduct is a Job Item which will
show up on your Fixture quotes list.
NOTE: McCormick’s Estimating System has both Job Assemblies and Permanent Assemblies
that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo,
Apartment, etc. could be built as an Assembly.
NOTES:
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 3000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 15
1. Make sure the label bar still shows “Base Bid”, “Lighting”, and “<none>”.
2. Left Click “Fixture B” in the Job Assemblies window in the upper left corner of the screen.
3. Left Click “REC CAN, SMALL INCAND” in the Assemblies window in the lower left corner
of the screen.
4. Following the same procedures already outlined, “Transfer” one (1) Assembly to the Job
Assembly. The ByProducts should appear as above.
5. Left Click “Fixture C” in the Job Assemblies window in the upper left corner (#2) of the
screen. Left Click the “Menu” tab in the Assemblies window in the upper right corner of the
screen.
6. Left Click on “Fixtures”, “Incandescent”, “wall washer” in the menu.
7. Left Click on the “REC CAN WALL WASHR, SML” in the Assemblies window in the upper
right of the screen. Following the same procedures already outlined, “Transfer” one (1)
Assembly to the Job Assembly. Check the ByProducts to ensure they have transferred
correctly.
Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 1000 system to build Assemblies
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 16
Left Click the “Build” Toolbar button (the blue button shown above).
1. Left Click Fixture A in the upper left Job Assemblies window.
2. Left Click on the “AddMode” button in the upper left Assemblies window. When the
AddMode button is depressed, a “Transfer” bar appears in the other window.
3. Left Click on the “2X4 TROFFER 4 LAMP” in the upper right Assemblies window.
4. Left Click on the “Transfer” bar in that same window.
5. The “How many of assembly (2X4 TROFFER 4 LAMP) would you like to add?” window
appears with a quantity of “1”. Fixture A will only have “1” of these assemblies, so Left Click
“OK”.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 1000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 17
6. The “What would you like to multiply the byproducts constants by?” window appears. The
Assembly (2X4 TROFFER 4 LAMP) that we are transferring into the Job Assembly “Fixture
A” has zero Constants. One times zero equals zero. Left Click “OK” and the Constants will
remain zero.
7. You have just built a Temporary Job Specific Assembly using the ByProducts (Items) from a
Permanent Assembly in the 1000 System. The upper left Job Assemblies window shows these
byproducts in the Byproducts review. The “Fixture A” byproduct is a Job Item which will
show up on your Fixture quotes list.
NOTE: McCormick’s Estimating System has both Job Assemblies and Permanent Assemblies
that can hold up to 254 ByProducts (Items). With that many ByProducts, an Office, Condo,
Apartment, etc. could be built as an Assembly.
NOTES:
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
Using the 1000 system to build Assemblies (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 18
1. Make sure the label bar still shows “Base Bid - Lighting”.
2. Left Click “Fixture B” in the Job Assemblies window in the upper left corner of the screen.
3. Left Click the “Menu” tab in the Assemblies window in the upper right corner of the screen.
4. Left Click on “Fixtures”, “Incandescent”, “light recessed” in the menu.
5. Left Click “REC CAN, SMALL INCAND” in the Assemblies window in the upper right
corner of the screen.
6. Following the same procedures already outlined, “Transfer” one (1) Assembly to the Job
Assembly. The ByProducts should appear as above.
7. Left Click “Fixture C” in the Job Assemblies window in the upper left corner (#2) of the
screen. Left Click the “Menu” tab in the Assemblies window in the upper right corner of the
screen.
8. Left Click on “Fixtures”, “Incandescent”, “wall washer” in the menu.
9. Left Click on the “REC CAN WALL WASHR, SML” in the Assemblies window in the upper
right of the screen. Following the same procedures already outlined, “Transfer” one (1)
Assembly to the Job Assembly. Check the ByProducts to ensure they have transferred
correctly.
Continue to page 19 to modify the fixture D to an X and create the needed panel Assemblies.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
“Control/Insert” or “Takeoff Edit Enabled”
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 19
Using “Control/Insert” or “Takeoff Edit Enabled” to modify the Fixture, Panel, and Feeder
Assembly names, with ByProduct names that Match.
NOTE: Left Click the “Build” button and the windows shown above will appear if the User
has a 6000 system. If the User has a 4000 system the top 2 and lower left 2 windows will
appear. If the User has a 3000 system the top 2 and lower left 1 window will appear. If the User
has a 1000 system only the top 2 windows will appear.
1. Left Click on Fixture D in the Job Assemblies window.
2. Hold Down the “Control (Crtl)” key and Hit the “Insert” key. The left side of the Job
Assemblies window will turn Yellow. This is the Control/Insert mode which allows typing on
the left side of any Assemblies or Items window that has focus. The other way to do the same
thing is to check “Takeoff Edit Enabled” in the ribbon. Doing a “Control/Insert” or unchecking
“Takeoff Edit Enabled” will turn off the function.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
“Control/Insert” or “Takeoff Edit Enabled” (Contd.)
Estimating Tip: By using the keyboard shortcuts shown below, the temporary Fixture, Panel,
and Feeder Assembly lists can be renamed in minutes using the keyboard only.
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 20
3. Hit the “End” key (on the keyboard), then Hit the “Backspace” key once and Type “X”.
4. Hit the “Enter” key and read the message. After reading the message, Hit the “Enter” key.
5. Left Click the new Fixture X and note that the ByProduct is now named the same.
NOTE: Whenever a button has a black outline or dashed line around the text, it is the default
button and pushing on the “Enter” button will be the same as Left Clicking on it with the
mouse.
6. Left Click on the “Menu” tab in the upper right window and check the “Close When Found”
box in the lower left corner of the Menu.
Left Click on “Fixtures”, “Emg/Exit” and “light exit” in the Menu.
Then Left Click on “EXIT LIGHT, LED NI-CAD” in the upper right window.
7. Left Click the “AddMode” button in the upper left “Job Assembly” window. Then Left Click
the “Transfer” bar in the upper right window and transfer the “EXIT LIGHT, LED NI-CAD”
into the “FIXTURE X” assembly as done with Fixtures A – C.
Step 3: Takeoff – Building Job Specific Fixture and Panel Assemblies (Contd.)
“Control/Insert” or “Takeoff Edit Enabled” (Contd.)
With the “Control/Insert” or “Takeoff Edit Enabled” still active, scroll down to Panel 1 (line 100101)
and Left Click, Hit the “End” key, the “Backspace” key, and “A” key. Then Hit the “Enter” key, and
Hit the “Enter” key again. Repeat the process on Panel 2, renaming it to Panel B.
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 21
Remember, doing a second “Control/Insert” or unchecking “Takeoff Edit Enabled” will turn off the
function.
Left Click on the Menu tab at the bottom of the upper right window.
In the Menu Left Click “Equipment”, “Panel Board”, “panel 480v 3ph mcb”.
In the upper right window scroll to and transfer one (1) “400/42 480V PNL 3PH MCB” Assembly to
the “Panel A” Assembly.
Left Click on the Menu tab at the bottom of the upper right window.
In the Menu Left Click “Equipment”, “Panel Board”, “panel 120/208v 3ph mcb”.
In the upper right window scroll to and transfer one (1) “200/42 120/208V PNL 3PH MCB” Assembly
to the “Panel B” Assembly.
Note: If the Menu is not wide enough, Left Click on the side and when the double arrow
appears pulling left or right will change the width.
NOTES:
Step 3: Takeoff
Check the Label Bar at the top of the screen just below the tool bar buttons. The Labels should be set
at “Base Bid – Power - <none> - <none> - <none>” for a 6000 system, “Base Bid – Power – <none> –
<none>” for a 4000 system, “Base Bid – Power – <none> for a 3000 system, and “Base Bid - Power”
for a 1000 system. If the labels are set at anything else, Left Click on the pull down arrow next to the
label that needs changing and select the proper label.
Left Click on the “(3) Takeoff” button, and an “Assemblies” window, “Takeoff Menu (Assemblies)
window, and the “Audit Trail” window appears.
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 22
NOTE: If an “Items” window appears in place of an “Assemblies” window, Left Click on the
“Asm” tab on the bottom and note that the “Takeoff Menu (Items) window changes to a
“Takeoff Menu (Assemblies”) window.
Estimating Tip: Headers in the Database are lower case and highlighted in gray, i.e.,
“receptacles” and Items and Assemblies are upper case, i.e., “DUPLEX STD”.
Left Click on the “Menu” tab at the bottom of the “Assemblies” list unless the menu window is
already showing. Uncheck the “Close When Found” box. Left Click “Devices”, “Standard”, and
“receptacles”, left to right, in the “Takeoff Menu (Assemblies)” window. Scroll down to the
“DUPLEX STD” in the left hand “Assemblies” window unless it’s already selected.
NOTE: The menu brings you to the Header for the type of Item or Assembly. You will have to
scroll down to find the Item or Assembly you are looking for.
Left Click the “DUPLEX STD” in the left hand “Assemblies” list.
In the white box just below the “C-Probe” Button Enter the quantity 63 and hit the Enter key. Note
that 63 “DUPLEX STD” receptacles have been put into the “Audit Trail”.
Look at the “Audit Trail” and be sure to check that the right Items/Assemblies go into it. The last
Items/Assemblies will be at the top.
Left Click the “DOUBLE DUPLEX STD” and in the white box just below the “C-Probe” button
Enter the quantity 1, hit the Enter key, and check the “Audit Trail” as above. Note that the takeoff is
entered at the top of the Audit Trail.
Left Click on the “Menu” tab at the bottom of the “Assemblies” list unless the menu is already open.
Left Click “Telephone”, and then “telephone” in the “Takeoff Menu (Assemblies)” window. Then
Scroll down and Left Click the left hand row selector next to the “TEL, WALL 3/4” RISER”.
Step 3: Takeoff (contd.)
In the white box just below the “C-Probe” Button Enter the quantity 38 and hit the Enter Key. Note
that 38 “Tel, WALL 3/4” RISER” outlets have been put into the “Audit Trail”.
Estimating Tip: Left Clicking the “Item” or “Assembly” tab at the bottom of the “Item” or
“Assembly” list toggles between the “Item” and “Assembly lists.
Enter the following takeoff using the “Takeoff Menu Assemblies” and the “Assemblies” takeoff list.
*In this column “I” stands for Items and “A” stands for Assemblies.
I/A* Takeoff Menu Item/Assembly list Qty
A Telephone - telephone TEL, OUTLET 3
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 23
A Devices – Tele-Power Pole - tele-power pole TELE-POWER POLE 6
A HVAC – Rooftop Heat Pumps - 60AMP 3PH 600V ROOFTOP HEAT
3ph 600v rooftop heat pump int sw PUMP 6
A Devices – Standard – switch standard SP STD 1
A Equipment – Transformer – transf 3ph 480v- 75 KVA TRANSF 3PH 480-120/208V
120/208v dry floor FLR 1
A Feeder w/Constants – EMT – D/S, Strap – 4 #500 & 1#3 3" EMT D/S STRAP
n500 emt d/s strap const CONST 36
A Branch – EMT – D/S, Strap – 2 #12 1/2" EMT D/S STRAP 538
n12 emt d/s strap
A Same as above 3 #12 1/2" EMT D/S STRAP 508
A Same as above 4 #12 1/2" EMT D/S STRAP 437
A Same as above 6 #12 1/2" EMT D/S STRAP 108
A Branch – EMT – D/S, Strap – 3 #6 3/4" EMT D/S STRAP 478
n6 emt d/s strap
Step 3: Takeoff (contd.)
Left Click on the “Perm/Job” Tab on the lower right of the Takeoff Assemblies Window.
Left Click and Scroll down to the Panel A (line 100101) in the upper left Job Assemblies window, and
Takeoff one each of the Panels listed below.
*In this column “I” stands for Items and “A” stands for Assemblies.
I/A* Takeoff Menu Item/Assembly list Qty
A (Job Specific Database) Panel A 1
A (Job Specific Database) Panel B 1
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 24
The Takeoff for the Label Set “Base Bid – Power – <none> – <none> – <none>” for the 6000 System,
or “Base Bid – Power – <none> – <none>” for the 4000 System or “Base Bid – Power – <none>” for
the 3000 System and “Base Bid - Power” for the 1000 System is now done.
You have finished the takeoff of the Power plan and will now do the takeoff of the Lighting.
NOTES:
Step 3: Takeoff (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 25
Now you may continue your takeoff of the lighting portion of this Estimate, by taking off the lighting
fixtures, devices and the branch wiring.
You now
need to
change your Label Set to “Lighting”.
1. Left Click on the pull down arrow next to the label “Power” in the second column and select
the label “Lighting”. This is a way to break the Estimate into other areas for material delivery,
labor breakouts, etc.
NOTE: For the 1000 System users, change the Label to “Base Bid - Lighting”.
2. Left Click the “Perm/Job” tab in the upper left Assemblies Takeoff window.
3. When it changes to a “Job Assemblies” Takeoff window Left Click “Fixture A” in the “Job
Assemblies” List
4. Type 69 on the keyboard, and Hit the “Enter” key.
5. Note that 69 “Fixture A” have appeared in the Audit Trail.
Left Click “Fixture B” in the “Job Assemblies” List, Type 12 on the keyboard, and Push the “Enter”
key. Note that 12 “Fixture B” have appeared in the Audit Trail.
Step 3: Takeoff (Contd.)
WIN 1000/3000/4000/6000 Electrical Tutorial “B”
Page 26
Left Click “Fixture C” in the “Job Assemblies” List, Type 5 on the keyboard, and Push the “Enter”
key. Note that 5 “Fixture C” have appeared in the Audit Trail.
Left Click “Fixture X” in the “Job Assemblies” List, Type 3 on the keyboard, and Push the “Enter”
key. Note that 3 “Fixture X” have appeared in the Audit Trail.
Left Click the “Perm/Job” tab in the upper left Job Assemblies Takeoff window. Enter the following
takeoff using the “Takeoff Menu Assemblies” and the upper left “Assemblies” takeoff list.
*In this column “I” stands for Items and “A” stands for Assemblies.
I/A* Takeoff Menu Item/Assembly list Qty
A Devices – Standard – switch standard SP STD 13
A (Note: Scroll down to 3W switches) 3W STD 8
A Devices – Standard – dimmer 1000W 1P DIMMER 3
A Branch – EMT – D/S, Strap – 2 #12 1/2" EMT D/S STRAP 838
n12 emt d/s strap
A Same as above 3 #12 1/2" EMT D/S STRAP 430
A Same as above 5 #12 1/2" EMT D/S STRAP 92
A Same as above 6 #12 1/2" EMT D/S STRAP 42
The Takeoff for the Label Set “Base Bid – Lighting – <none> – <none> – <none>” for the 6000
System, or “Base Bid – Lighting – <none> – <none>” for the 4000 System or “Base Bid – Lighting –
<none>” for the 3000 System and “Base Bid - Lighting” for the 1000 System is now done.
You are now ready to go to step (4) Extend.
NOTES:
Step 4: Extend
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Estimating Tip: Extending is the process of sorting your takeoff, looking up both the chosen
labor hours and material prices in the database and creating totals based on the preset formulas
in the extension report.
Click on the (4) Extend button to open Extension.
Note: When first opened all the Labels are checked and all the Extensions have all the parts.
Step 4: Extend (Contd.)
Left Click on the Labels tab as shown above and below to view and check the labels needed.
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1. The Labels Tab was Left Clicked on.
2. The Labels to Extend by may be selected here.
3. Left Click the Material Tab.
1. Check that the Base Bid Extension is the one marked.
2. Check that the “Material” Tab is the one marked.
3. Left Click on the “Send to Summary” Icon.
4. When the “‘Base Bid’ has been sent to Bid Summary and has been locked to protect your
work.” Message appears Left Click the “OK” button.
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Now your Base Bid Takeoff has been sent to the Bid Summary.
Step 5: Bid Summary
1a. Left Click on the “Summary” icon in the ribbon, or
1b. Left Click on the “(5) BidSum” toolbar button. The “Bid Summary” window will appear. This
is the Top Sheet as the “Top Sheet” tab in the lower left corner indicates. The tabs across the
bottom are how you move around the Bid Summary window.
2. Note the “Red” border in the upper left corner and the background on “Sell Price” to the right
of the window.
3. Note the box checked in the “R” column to the left of “Labor”. This is indicating that the
“Labor Amount” hasn’t been calculated yet. We’ve only extended dollars and hours.
4. Note the information sent by the extension in the lower left corner of the Top Sheet. This
includes the Material, Adj Material, Hours and Adj Hours. The Adj Material and Adj Hours
may be modified manually.
5. The highlighted line is the current Bid Summary being completed.
6. Once you have checked the “Top Sheet”, Left Click on the “Labor” tab and the form changes
to the Labor entry form.
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Step 5: Bid Summary (Contd.)
1. Ensure you are focused on the line “Base Bid”, in the lower left corner of the window.
2. 2a shows the Labor hours that came from the Extension and 2b shows any remaining or added
Labor hours.
3. Left Click “J/Mn Wir” under “Labor Class” in the upper left corner of the Labor form and
Left Click the Big Black Arrow next to the groups button.
4. Note that the “J/Mn Wir” is brought to the right side of the window.
5. Replace the “0” in the “% Total” column in the “J/Mn Wir” row with “100” and hit the down
arrow key on the keyboard Notice the “Remaining” field should now show zero, as you just
distributed 100% of the hours.
6. Notice the dollar amount in the “Total” line in the lower right corner of the window. This is the
amount that will be sent to the Top Sheet for this Summary.
7. Left Click the “Tax” tab on the bottom of the “Bid Summary” Window.
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Step 5: Bid Summary (Contd.)
1. Insure that “Base Bid” is still marked in the lower left corner under “Summary”.
2. Left Click “Materials” in the list and Enter “6.5” in the “% Tax Rate” column. Check that the
Tax dollar amount (.065 * Material Dollars) is in the “Tax $” column.
3. Left Click “Supplier Quotes” in the list and Enter “6.5” in the “% Tax Rate” column. The
“Quotes” haven’t been entered yet so the Tax dollars don’t show.
4. The total tax dollars will show here and on the Top Sheet.
5. Left Click the “Quotes” tab on the bottom of the “Bid Summary” Window.
Estimating Tip: If the “Taxable Amount” does not show up in one of the Tabbed columns, the
“T” (Tax) box for those Items (Quotes, etc.) was not checked.
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Step 5: Bid Summary (Contd.)
1. Left Click “Base Bid” in the lower left corner under “Summary” unless it’s already marked.
2. Left Click “Switchgear” in the list on the right.
3. Check the “T” box to apply the tax.
4. Enter “$1,775” in the “Unit” column.
5. Check that the amount of $1,775.00 is in the “Dollars” column. Also Add $ 4010.00 and check
the “T” box in the “Fixtures” row.
6. Note the dollar amount in the “Total” line in the bottom right of the window. This is the
amount that will be sent to Top Sheet.
Estimating Tip: Note that even though the tabs “Quotes”, “SubCont”, “DJE”, and “Eq Rental”
are different, the form type is the same, only the information in the form changes.
7. Left Click the “Top Sheet” tab on the bottom of the “Bid Summary” form.
NOTES:
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Step 5: Bid Summary (Contd.)
1. Ensure that “Base Bid” is still marked in the lower left corner under “Summary”.
2. Enter “10” in the space to the right of “Adjust Overhead” and Left Click the “%” button.
Notice that 10% is added for all the costs in the upper left Overhead area.
3. Enter “10” in the space to the right of “Adjust Profit” and Left Click the “%” button. Notice
that 10% is added for all the costs plus Overhead in the upper left Profit area.
4. The Overhead, Profit, and Total Return percentage are shown here.
5. The final Sell Price is shown here.
Notes: