Formatting the Concrete Budget Template
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Introduction
Step-by-step instructions for understanding and formatting your Concrete budget template.
Note: Project budgets are imported from an Excel template into CMiC via either the Bid Items module or Original Budget PCI type. The Budget Template - Master for creating your budget can be found on SwinNet here.
Note: Managing your Labor Productivity starts with setting up your Budget Import Spreadsheet correctly. Way before it even gets into CMiC
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Steps
1. Begin by following Steps 1-4 to create your new budget template found here.
2. Search up a Phase Codes needed for this project and type "Y" in column A to select that phase code. Each row will turn yellow when selected.
2A – Use the Work Type filter to narrow the selection by type (I.E. Form & Strip, reshore, place, etc.).
2B – Use the Work Detail filter to filter the selection detail. (I.E. Walls, Columns, Beams, etc.)
Note: Once all the phases are selected, filter the spreadsheet to only show "Y"s using the down arrow in cell A1
Note: You can navigate to the Data-Tab and click on the “clear” button to reset all the filters.
3. Enter a Category Code for each selected Phase Code
Note: If a Phase Code has multiple category codes associated, each must be entered as a separate line. To duplicate a particular line, select a cell anywhere in that row, then click Duplicate Selected Row. You can do this however many times is necessary to get the number of duplicates that you need.
4. Choose your Phase Type. (We have defaulted where appropriate, but you can choose another from the list if needed.)
5. Choose your Forecast Method (A = Amounts / P = Productivity)
Note: THIS ONE IS SO IMPORTANT FOR LABOR PRODUCTIVITY!!! Think about your Forecast Method now.
* If this cell is left blank, it will default to A (Amounts)
* A "P" (productivity) method is what makes the phase code show up on your Labor Productivity Report (Use this if the work was estimated with a production rate and if the project needs to track this production rate (i.e., Framing, Drywall, Tape/Finish, backing, etc.)
* A "P" (productivity) method changes how the Cost Detail pop up works in Contract Forecasting. Cost Detail for Labor Productivity tries to think for you by calculating what is left to install and how many hours it will take to complete it. Have you ever gotten behind in entering quantities and noticed your Cost to Complete has doubled/tripled. That is because the system is trying to think for you because it is a P Forecast Method.
* If the phase code is for Burn-rate work (Forklift operator, Safety tasks, general cleanup) then put an A (Amounts) in the Forecast Method cell so it will not show up on your LP reports and the Cost Detail in Contract Forecasting will forecast as an A method.
* If the production scope of work is so small it is not worth tracking (This should be discussed with your manager first) you can put an A (Amounts) in the Forecast Method cell so it will not show up on your LP reports and the Cost Detail in Contract Forecasting will forecast as an A method.
6. Confirm the Weight Measure (WM) This column is for Manhours/Hours (Input)
Note: Use this for both category 71111 & 71151 and track the hours on the Quantity/Hours Tracking log. Even though you are not tracking LP on a 71151 employee, you can track hours.
* If you are 50% complete with your project, but your PE has spent 75% of the hours, there might be a question to ask or a PCI to complete
7. Number of hours to complete the scope
8. Average combined rate for crew
9. Enter the Cost Budget Estimated Amount (Total). This is the total COST budget amount for this particular Phase & Category line item. Remember that the Fee Phase & Category line should have zero COST budget
10. Revenue Budget, what you are going to get paid by the owner (REMEMBER, this can be different than your Cost Budget)
* You estimated for 2 apprentices and 1 Journeymen, but were given 1 apprentice and 2 Journeymen, that is going to cost you more. If you can't get that difference from the owner, then your Cost Budget is going to be higher. Tell the truth!! If you know that now you can set your budget up this way, or immediately create an NCTO PCI
* You estimated for 2 apprentices and 1 Journeymen, but were given 3 apprentices, that is going to cost you less. If you can still bill the owner for the full Revenue Budget, then your Cost Budget is going to be lower. Tell the truth!! If you know that now you can set your budget up this way, or immediately create an NCTO PCI
11. Weight Measure for Output (How many CY, SF, LF etc. will it take to complete the scope) NOT LS, NOT HR
Note: For Standard Production rates, this has already been filled out. These are company standards, DO NOT CHANGE THEM.
12. Total Output quantity for the scope of work in the phase code.
13. Review Retainage % (This will automatically populate based on the Retainage % entered when you first created the spreadsheet. If a particular Phase requires a different %, you can manually enter it here.).
14. If a Phase Code has multiple category codes associated, each must be entered as a separate line. To duplicate a particular line, select a cell anywhere in that row, then click Duplicate Selected Row. You can do this however many times is necessary to get the number of duplicates that you need.
15. To delete a duplicate row that you no longer need, select any cell in that row, then click Delete Selected Row.
16. Click Save File to save your work
17. Once complete, click on either Bid Items Import or OBC PCI Import, depending on what way you have decided to enter your budget.