DHI Conference 2007
   Advantage Training

          Advantage Track - Agenda

Project Setup

• Import Project from Specwriter
• Bulk vs Opening
• Search capability
• Tasks
• Bidding Sections
• Bid Tracking

Estimating in Bulk

• Hardware
  • Default finishes
  • Default options
  • Hardware products
    • Duplicating
    • Building from eCatalogs
    • Modifying
    • Adding trim / split trim
    • Installation
    • Special products
  • Hardware sets
    • Duplicating
    • Building from product list
    • Adding products
    • Opening types
• Door and Frame Preps
  • Related to hardware
  • Related to hardware sets
  • Saving to History
  • Factory vs In House preps
  • Using bulk preps
• Doors
  • Default doors
  • Generic door numbering
  • Duplicating
  • Filter and replace
  • Validating doors
• Frames
  • Default frames
  • Generic frame numbering
  • Duplicating
  • Filter and replace
  • Validating frames
  • Elevations

Estimating by Opening

• Hardware
  • Default finishes
  • Default options
  • Hardware products
    • Duplicating
    • Building from eCatalogs
    • Using images
    • Modifying
    • Adding trim / split trim
    • Installation
    • Special products
  • Hardware Sets
    • Duplicating
    • Building from product list
    • Adding products
    • Adding opening numbers
• Door and Frame preps
  • Selecting by group
  • seleting by description
  • creating a favorites group
• Doors
  • Default doors
  • Generic door numbering
  • Duplicating
  • Filter and replace
  • Adding preps
  • Lites and louvres
  • Validating doors
• Frames
  • Default frames
  • Generic frame numbering
  • Duplicating
  • Filter and replace
  • Adding preps and anchors
  • Validating frames
• Elevations
  • Elevation drawings
  • Elevation sheets
  • Elevation costing
• Complete opening
  • Troubleshooting openings
  • Final check

Estimate Pricing

• Project pricing and costing
  • Requests for quotation
  • Applying special discounts
  • Applying bulk pricing
  • Special tax applications
  • Additional miscellaneous costs
  • Bid proposal

Detailing

• Updating project master
  • Sections
  • Scheduling
• Doors
  • Applying unique door numbers
  • Lites and louvres
  • Filter and replace
  • Validating doors
• Frames
  • Loose and welded anchors
  • Factory and in house assembly
  • Elevations
  • Validating frames
• Hardware
  • Sets vs headings
  • Handing
  • Diagrams and images
• Preps
  • Default preps
  • Hardware set preps
  • Properties
  • Saving to and recalling from history
• Complete window
  • Headings
  • Heading builder
    • Sorting and grouping
  • Global product changes
• Elevations
  • Adding details
  • Elevation defaults
  • Replacing components
  • Validating elevations
  • Elevations pricing
• Submittals
  • Door and frame submittals
  • Hardware schedules
  • Image and diagram references
• Reports
  • Purchase orders
  • Packing slip
  • Pricing and costing
  • Product reports
• Change orders

Administration

• Program and eCatalog updates
• eCatalogs
• Customer maintained catalogs
  • Door and Frame catalogs
    • Attributes
  • Hardware catalogs
  • Labor master
    • Shop departments
  • Manufacturer discounts, Cost Groups and Sections
• Master file setup
  • Architect
  • Manufacturer
  • Supplier
  • Cost groups
  • Sections
  • Discounts

Miscellaneous

• Keying
• Product labels