Valesco Estimating & Valuations

Introduction To Valesco Estimating 3

• Features of Valesco
• What is an EVC or PCV file?
• The Resource Library

Installing Valesco Estimating 4

• Installing Valesco
• Registering Valesco
• Running on a Computer Network
• Starting & Closing Valesco

Starting a New Estimate 3

• Opening a Template
• Project Details
• Valesco Options and Backup

Creating a BOQ Document 4

• Manual creation of a Bill of Quantities
• Editing Item Details
• Fast Bill Production
• Formatting a Bill of Quantities

Importing a BOQ Document from Excel 3

• Valesco Export – Processing Options
• Valesco Export - VAL file
• Valesco Importing a .VAL file

Cost Build-up using Resources 8

• Assigning Resources and/or Resource sets
• Editing Resource usage and production rates - single item
• Editing Resource unit costs - global change
• Monitoring Resource Usage
• Review Material Resource Usage

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Adjusting the Resourced Net Rates 2

• Adding Extra Value to Cost Types – Added Money
• Production Factors

Cost Groups, Work Groups and Subcontract Categories 4

• Introduction to Groups
• Cost Groups
• Work Groups
• Subcontract Category

Overview 4

• Overview
• Rate Only using Added Money
• Subcontract Cost using Basic Resources
• Subcontract Comparison

Configuration of the Subcontract Comparison 3

• Subcontract Categories
• Subcontractors
• Comparison Grid

Using the Subcontract Comparison 8

• Assigning the Subcontractors
• Entering Subcontract Names
• Assigning the Categories/Trades
• Subcontract Enquiries
• Cost Type Exclusions

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Adding Mark-up to an Estimate 4

• Pegging the Selling Rate
• Group Mark-up Policy
• Final Mark-up Adjustments
• Bulk Change Costing

Reports 1

• Tender Adjudication Report

Project Review 3

• Earned Value Reporting
• Quants Report
• Tender Adjudication Report

Report Manager 2

• Editing / Creating a report
• Creating reports for Valuations

User Defined Reporting 5

• Introduction to User Defined Reports
• Creating Resource Factors
• Creating BoQ Item User Fields
• Creating BoQ User Defined Variables
• Gross Value

Measuring using DimPads 5

• Using the DimPads
• Entering measurements into the DimPad
• Applying the Dimensions to the Job
• Copying and Pasting Dimensions
• Linking DimPads

Notes 3

• Adding Notes
• Formatting Text
• Changing Notes Fonts

Spreadsheet 3

• Spreadsheets
• Using a Spreadsheet
• Copy a Spreadsheet to Valesco

Filters 3

• Filtering
• Filters
• Adding and Editing Filters

Tags 2

• Tagging Items
• Adding and Editing Tags

Bulk Changes 9

• Bulk Changes
• Bulk Change Details
• Bulk Change Costings
• Bulk Change Subcontractors
• Bulk Change Resource Assignments

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Project Constants 1

• Project Constants

Resource Factors 1

• Resource Factors

Overview 5

• Set up Resource Groups
• Enter the Suppliers' Names
• Print the Material Enquiries
• Set up a Grid View
• Supplier Comparison

Using Valesco for Post Contract Valuations 11

• Features of Valesco Valuations
• Recommended Procedure for creating Internal Valuations
• Convert new file to Valuation
• Setting Valuation Number and Date
• Adding interim quantities or value

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Introduction 3

• Creating a Works Order
• Assigning Groups
• Reports

Valesco Screen Layout 7

• Graphical Screen View
• Pop Out Window Panes
• BoQ Document Layout
• The BoQ element properties
• Pricing Window

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BoQ and Grid Views 3

• Selecting a BoQ View
• Defining a BoQ View
• Grid Views

Keyboard Shortcuts 1

• Keyboard Shortcuts

Menu Options 2

• The Main Menu
• Quick Access Toolbar

Toolbar Options 9

• The Ribbon Toolbars
• Project
• Project Review
• Insert
• Actions

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Appendices 6

• Appendix B - System Variables
• Appendix A - Explanation of standard calculations and Terms
• Appendix C - Building Decision making into Valesco
• Appendix D - VAL File Layout
• Appendix E - RES File Layout

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