Quantities 2 Plans Prepared by Heath Bielefeldt Wisconsin Department of Transportation...

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Quantities 2 Plans Prepared by Heath Bielefeldt Wisconsin Department of Transportation [email protected]

Transcript of Quantities 2 Plans Prepared by Heath Bielefeldt Wisconsin Department of Transportation...

Quantities 2 Plans

Prepared by Heath BielefeldtWisconsin Department of [email protected]

Q2P IntroductionQ2P is one file containing

quantity calculations, the engineer’s estimate, and miscellaneous quantity plan sheet data, along with export capabilities to proposal & estimate systems

Benefits of Using Q2PSelect items from current bid item catalogUtilize Excel functions for quantity

calculationsLink bid item computations to the

miscellaneous quantity plan sheet tablesLink this comp and plan sheets data to

the Trns•port upload file◦Computation revisions are quickly pushed

through the estimate and miscellaneous quantity plan sheets

◦Redundant data sources are eliminated

Initial View of Q2P

Creating the Worksheets in Q2PSelect bid items from the list, then create

the Excel worksheets with a macro

Misc Quantity WorksheetsCategory total is linked to the cell

two over from “TOTAL 00X0” cell

Individual Misc Quantity Worksheet Links to Main Bid Items

Quantity is calculated by Excel from the Names and not just a particular cell

Never enter quantities on this worksheet

Never rename the Bid Items worksheet

Create ComputationsAlways expand the computation –

Don’t place data into a formulaUse ROUND on formula results

Bid Item Prices in Q2PEnter prices directly on Bid Items worksheetAlways use current dollars (if using

Estimator remember to use today’s date and not the letting)

Contingencies & DeliveryEnter project contingencies as

“dummy” SPV itemsThe delivery percentage is

entered at the bottom of the Q2P Bid Items worksheet.

Combining Items into a Single TableDo not delete your individual item

worksheets after combining them

Combining Items (cont’d)

Deleting Items in Q2PAlways use Q2P commands to

delete worksheets.

The Miscellaneous Quantity Plan Sheet TemplateA PowerPoint-based slide is used

for the plan sheets

Edit Miscellaneous Quantity Plan Sheet Template Title BlockEdit the sheet’s project title

information on the Slide Master.

Copy Data from Q2P to the Miscellaneous Quantity Plan SheetsAlways set Print Area first and then copy

that rather than just the cell range.

Paste Data from Q2P to the Miscellaneous Quantity Plan SheetsUse Paste Special, as link

Formatting Miscellaneous Quantity Plan Sheets TablesDon’t size objects under 90%

Cost ReportBid items are sorted by category

Q2P Data Exchange with EstimatorQ2P items, quantities and prices can

be exported to Estimator and imported back into Q2P◦Special attention must be given to SPV

items

Q2P to Trns•portFile exported for upload to

Trns•port

Best Practices Write equations for quantities off to the

side (to the right of the remarks column)◦ Be sure to show the data and never build a

formula with data that may change◦ Use ROUND function so the sum will match the

quantities when added together on the paper plan sheet

Use the Excel Name Manager to define ranges that can be pasted into PowerPoint to break up tables that must span multiple plan sheets

Don’t use Excel undo/redo on the Q2P macros

Use of Q2P on WisDOT Projects

Can be used anytime from 30/60/90 ◦Also can be used for scoping

estimate, with major items and % project contingencies

Frequently Asked QuestionsCommon glitches:

◦Security warnings◦Annoying green triangles

Other issues:◦Grayed-out commands

Region Specific GuidanceNW Region: Q2P is

required to be used on 30/60/90% reviews◦An electronic copy of Q2P

must be submitted in the Excel format

◦Document in Q2P the source used for each major bid item unit price

◦Required for both in-house & consultant designed projects

Confidentiality of Engineer’s EstimateDo not use public FTP sites for

submitting the Q2P file for reviewDo not share the engineer’s

estimate with contractors

Estimating Website - Toolshttp://dotnet/consultants/estimates/ (WisDOT Staff)Q2P Manual, installation help, email distribution

list sign-up details

Q2P SupportWisDOT staff contact:

◦Power users in officeConsultant staff contact:

[email protected]