An Introduction to Masterbill Elite BQ Production

Lesson 1 - First Steps
i) Logging In Each user needs their own User ID and Password to Login to Masterbill Elite. If you have already been assigned a User ID and Password then record it here for your records, if not why not record your preferred User ID and Password here. User ID Password Tip Unless you will be working on top secret projects it is advisable to keep your User ID and Password short to make it easy to remember and quick to enter the system.

ii) Introducing the Project Manager Masterbill Elite organises all data into two main categories:x Divisions x Projects Category Definition



iii) Creating a New Division

Once your trainer has demonstrated how, Create a New Division on your system entitled ‘Training’ [Note: If you are training on a networked system then this need only be done by one user for all users to benefit.]


Lesson 2 - Creating a New Project
i) Project Properties Masterbill Elite enables the user to store full details of a project in the system for either future reference purposes or future adjustment of relevant quantities and/or costs. Your Trainer will show you how to create a New Project and access the Project Properties page, they will then explain what these properties are for and how they are used. Make your own notes here.

When instructed create your own New Project and entitle it “St. Albans Primary – Phase x” (where x is the letter of your terminal/group). Complete the project details as you see fit and select the Training SMM7 Library. Note: You must ALWAYS select a Project Printer otherwise the system will not be able to calculate what can be fitted on a page. -2-

2 Tenders TPI or % 1 2 3 #-.iii) Selecting a Library iv) The Library Model Masterbill Elite Master Libraries SMM7 Project 1 Dims Project 1 BQs Proj. 1 Tenders 1 2 3 4 5 6 Matching Prices CESMM3 Project 2 Dims Project 2 BQs Proj. -3- . A-Z.216 Project 1 Project 2 Project 3         Rogue Rogue Rogue Rogue 1 2 3 4 Your trainer will explain how this model works in practice.777. 0-9. a-z = 64 ----- 4 5 6 =644= 16.

In order to make use of these facilities and not just the ability to sort into SMM order then we need to define a structure into which we are going to measure. these can be accessed by clicking on the button. Enter the project you created by double-clicking on the project title. Category Definition Parts Elements User Phrases Cost Codes Your trainer will demonstrate how to enter the Project Structure by direct entry and making use of the template lists. Masterbill Elite’s Project Structure consists of: x x x x x User Parts Elements Cost Codes Phrases Your trainer will provide you with definitions and examples of each of these. The Project Structure is set up by editing the Project Control Lists. -4- . This means that the measurements that we enter may be sorted into any specified sequence without the need for re-entry and/or re-coding. Use the table below to make your own notes.v) The Project Structure Masterbill Elite incorporates what we know as “Full Sortation” facilities. they will even show you how to create your own templates for future use.

It is advisable to check with the Project Surveyor prior to making any changes to the Project Structue. Code P Description . all surveyors measure within this structure.Make use of the Training Parts template and then add the following part into the Parts List. Note: The Project Structure can be changed at any time but users should be aware that deleting/changing the structure may cause any items already measured against those items deleted/changed to be lost. -5- . Once a Project Structure has been set up by the Project Surveyor. Select which users are authorised to measure on this project. Make use of the Training Phrases template and add the following Phrase into the list. Code 7 Description External Works Make use of the BCIS Elements template to populate the Elements List. PROVISIONAL Enter the following Cost Codes into the Primary Cost Codes List Code M I PR Description Maintenance Budget Improvement Budget Private Funding Save the Project Structure by clicking on the button.

Dynamic Dims selection buttons Dimsheet Counter Library Indicator Box Project Structure Area Dim Label Description Area Project Manager Library Window Task List ii) Your first Dimsheets Your trainer will use the dimensions included on the following pages to demonstrate how to make use of all the features required to carry out the basic measurement tasks. -6- . Save & Amend Buttons Calculations.Basic Measurement i) Screen Layout Your trainer will explain the various areas of the main measurement screen. Note: The following Dimsheets are all entitled ‘Building A’ please ensure you select the Building designated to your group/terminal. Library. Your trainer will demonstrate how to enter each dimension and then provide you with the opportunity to enter the same dimension into your system. Fill in the boxes so that you have a record in your own words.Lesson 3 .

50 & Compacting (D20/2/81/2) Excavating.60 . (PROVISIONAL) (D20/1/2/1) 5. by hand.50 220.00 2/ 3.00 Front Back Nr m2 Excavating topsoil for preservation.1.00 0. av. filling voids with selected exc.00 6.00 4.50m (D20/1/1/1) 2. max.00m (D20/?/2/1) 2. to reduce levels. 150 deep (D20/2/1/1) 21.Building A. etc.00 8.75 6. material girth 0. Sitework Removing trees.00 30.00 10. bushes.00 Clearing Site Vegetation.00 E-W N-S m2 m2 m3 -7- . depth 1.

20 9.10 2/1.00 5.30 Ddt 6.65 x2 525.20 2/ 3/2/ 3.80 Pond 1 Pond 2 Area A Area B m2 m2 -8- .00 4.10 3.76 * * 2. av.80 1. (D20/1/2/1) 10.60 2. etc.70 3.10 4.30 & Excavating topsoil for preservation.60 4. bushes.00 1.Building A.10 262.20 4.10 499. 150 deep (D20/2/1/1) Ddt 4.00 2/›/ Add 3.00 3.00 2. Sitework Clearing Site Vegetation.00 5.50 9.

iii) Basic Measurement facilities During the measurements you have undertaken so far you should have used the following facilities: x Selecting Library Descriptions x Entering Calculations x Using a Phrase x Entering a Variable x Using Dynamic Links / ‘Anding On’ x Entering a Rogue Item in the Library x Timesings (F3) x Sidecasts (F4) x Signposting x Deductions x Constants List x Sub Total x Reusing part/all of a previous Dimsheet Lesson 4 .Viewing the Draft BQ i) The Screen Layout Your trainer will show you how to access the Draft BQ and will then explain the screen layout. Page Counter/Navigation Bill Properties Button Bill Refresh Button Print Preview Button Abstract List Price Type Setting Bill View Window -9- . Fill in the boxes so that you have a record in your own words.

10 - . this is great for ‘Anding On’ and re-using previous calculations but if we limit our use of Dynamic Dims to these functions then we will miss out on one of the most powerful features of the system. Your Trainer will show you how. Key Dims are no different to any other Dimsheet entered into the system except that they do not have a description and as a result do not appear in the Bill of Quantities. Key Dims may be used in any number of instances and your trainer will endeavour to provide you with some examples that are relevant to your organisation. when you click the Key Dims button you must first view the dimstores for your project. This can be done by carrying out the following steps: 1) 2) Click on the View Project Dimstores button Highlight the Dimstore that you wish to display when clicking on the Key Dims button 3) Right Click to view the following menu 4) Select your Take Off Reference and Click OK. ii) Creating Key Dims The dims on the next page include three Key Dims your Trainer will show you how to enter these dims and then ask you to enter them on your system. To Dynamically Link to one of these Dims simply double-click it and it will be inserted in the position of your cursor on your Dimsheet.Advanced Measurement i) An Introduction to Key Dims We have already seen that it is possible to dynamically link any dim to any other dim within the project. and be available for dynamic linking to. Now enter the remainder of the Dims on the next page making use of the Key Dims you created earlier. Return to your Dimsheets. ii) Using Key Dims There are two ways to make use of the key dims that you have entered:x by Dynamically linking using the Right Mouse button menu as we have previously x by making use of the Key Dims button which will display the dimstore you have designated as the Key Dimstore. To designate the Dimstore you wish to be displayed. .Lesson 5 . Note: These Dims are to be entered against the Substructures Element. Check that the Dims listed when you click on the Key Dims button are correct.

bottoms of excavations (D20/2/81/1) 58. 1.23 Compacting.75 13.e.e.80 0.30 (Tr.00 Ddt 0.20 Disposal of Exc.00m (D20/2/7/1) 2/ 58.75 88.75 0.00m (D20/2/22/1) 58. width < 0.00 20.30 0.80 Excavating Trenches. faces n.e.64 Earthwork Support.23 As Trench Excavation m3 Trench CL Trench Depth Trench CL Trench Width Trench CL Trench Width Trench Depth m3 m2 m2 . distance bet.30 0. Substructures 0. depth n.75 2/ 2/ 4/2/½/ 10. Width) Trench Width Trench Depth Trench CL 58.80 0. 2.00m.30 0. Mat.11 - . max.30 17.80 0.30m. depth n. max. 1.Building A. Off Site (D20/2/9/4) 13.

30m to 0. Trench CL when you are aware that a dimension may change Remember: The system is not able to change descriptions just calculations so if a description change is required then you will need to make these manually. To return to the Dimsheet from which you ‘jumped’ select the “Return to last Dim” from the Right Mouse Button Menu. if the assumption is wrong then simply amend the Key Dim when the change of one item will have a major impact on a number of other items e. Amend the Key Dim calculation and then click the Amend Button All Dimsheets that are linked to this Key Dim will now be amended to reflect the change.g. .iii) Amending Key Dims It is possible that the Trench Width in our example could change from 0. This can be done using the standard navigation tools or by simply finding a Dimsheet that links to the Key Dim and selecting “Jump to Key Dim” from the Right Mouse Button Menu. Your Trainer will show you how to enter the Piling PC Sum item included on the following page and then ask you to enter the same item into your system. If we had restricted ourselves to basic measurement facilities only then we would have to identify and amend each and every Dimsheet in which we had used the Trench Width. As a result the easiest way to create a PC/Provisional Sum and ensure that the correct PFI code is inserted at the correct level is to make use of one of the standard library items that already meets all the requirements.25m. iv) Some examples of when to use Key Dims x x x when a dimension is ‘unknown’ – make an assumption and use a Key Dim. v) PC and Provisional Sums Masterbill Elite ‘knows’ how to format a PC/ Provisional Sum and Daywork item by means of checking the NEDO (or PFI) reference listed against an item in the library (usually at 2nd level). To amend a Key Dim simply navigate to the Key Dim that needs amending.12 - . As we have made use of Key Dims and Dynamic Linking this is not necessary in this instance.

see Query Sheet Subs/1 Item 1) 15. depth n.e.00 4.00m.00 1. 1.Piling Sub contract & Add for Profit (Z51/15/1/1) Sum % Note: The work in this section comprises: Excavation etc.13 - . max. Substructure Item PC Sum .Building A.00 Breaking out rock in Excavations.00 (Exact dimensions required . in connection with the foundations only. (D01/1/1/?) Excavating Pits. (PROVISIONAL) (D20/2/5/1) m3 .00 1. all mass excavation and/or filling has been measured in the Sitework element. 4 Nr (D20/2/3/1) 4/ 1.

Note: To view all outstanding Tasks on a project select “ View Dim Task List” from the Options menu. Tasks can be cleared by ticking the checkbox adjacent to the task and then Amending the Dimsheet. When the system identifies a Unit Check Error it will display the following message. Your Trainer will demonstrate the use of the Task List using the dimensions on the previous page. This ensures that concrete is not accidentally measured in m2 for example. These outstanding Tasks are then stored until a Bill is created/viewed when the user will be informed of any tasks that remain outstanding. at this point the user may ‘Ignore’ theses tasks or jump to the Dimsheets concerned by double-clicking on the task. Your Trainer will demonstrate how this works and then ask you to enter the final dimension on the previous Information or ‘Note’ Items There are two ways in which to enter an Information or ‘Note’ item into a Bill as follows: x by making use of the Bill Note feature in the Bill Properties – this will be covered later x by making use of the xx unit Your Trainer will demonstrate how to enter the Note included on the previous page and then ask you to do likewise. Masterbill Elite allows the user to place virtual Post-It Notes on any Dimsheet by entering the details in the Task List. You may choose to override the system by clicking ‘Yes’ but this should be done only if you are aware that the way that you have entered the calculations is not strictly correct. vii) Using the Task List When measuring there are often times when we need to make a note to check something and return to a dimension at a later date. . otherwise you should click ‘No’ and the system will show you where the calculation is incorrect. viii) Unit Check Masterbill Elite is programmed to check all Dimsheets to ensure that they comply with the unit requirements of the item that they are being entered against.14 - . It may be as simple as checking a dimension or require a Query to be sent to the designer.

Dim Management i) An Overview Once we have measured items then they may be used again in other parts of the same project or even in other projects. The facilities incorporated within Masterbill Elite to assist you in re-using data include: x x x Copying Dimstores Factoring / Multiplying Dimstores Setting Quantities in a Dimstore These are all carried out from the View Project Dimstores window shown below.15 - . (Use the space around the picture above and the table below to take notes of these procedures) Function Filtering the Dimstore List When applicable Copying Dimstores Moving Dimstores Factoring/ Multiplying Dimstores Deleting Dimstores and Dims Copying Dimstores from another Project .Lesson 6 . Your Trainer will explain/demonstrate how to carry out each of these tasks and explain when they are applicable.

16 - .ii) Key Dims and Dim Management .

Producing YOUR Bills of Quantities i) Creating a New Bill We have already seen how we can use the Draft Bill to view our work but now we are going to look at how we can create a Bill with the sortation settings. fonts. .17 - . To select a Bill Template simply place a tick next to the Template you wish to use. column widths. To create a New Bill click on the Bills level under your Project and access the Right Mouse Button Menu as shown below As you will soon find out there are numerous ways in which you can customise the Bills produced by Masterbill Elite.Lesson 7 . so rather than requiring you to remember your preferred settings we enable you to create Bill Templates that hold all the settings ready for you to use again and again – this helps your organisation standardise their bills. header and footer that we require.

Make your own notes here and in the relevant sections below. Your Trainer will explain how each of the settings work. looks and prints.18 - . a) Bill Sequence .ii) Bill Properties These control the way your Bill works.





23 - .c) The Project Manager Bill Tree d) Using the Bill to View Your Abstract and Navigate to your Dimsheets .

24 - . . b) Items with Multiple Dimsheets In some instances a Bill item may be the result of a number of Dimsheets. You will now be able to view a Dimsheet in Multiple Amend mode. if you need to amend the item then it is obviously not desirable to have to amend each Dimsheet as described above so Masterbill Elite incorporates what we term Multiple Amend. Return to your Bill click the Refresh button and your changes will be reflected in the Bill. Multiple Amend allows the user to edit the description only (after all that is why the Dimsheets were combined in the first instance) by selecting the Bill Item and selecting Multiple Amend from the Right Mouse Button Menu. Note: To see the effects of your changes in the Bill don’t forget to press the Refresh button. this means that you will not be able to see the Calculations but can Amend the description for all selected Dimsheets at the same time. Your Trainer will demonstrate.v) Editing/Amending the items in your Bill a) Items with a Single Dimsheet To amend a Bill Item that has only one Dimsheet it is as simple as navigating back to your Dimsheet via the Abstract making the changes you wish to make and then clicking the Amend button. Select the Dimsheets that you wish to Amend from the following dialog and Click the Tick.

iii) Basic Pricing Once you have set your tender you will notice that its name appears at the top of the Extension Column. Note: This list will grow as you add new tenderers for each project so you may not need to create a new Tenderer every time. Masterbill Elite enables the user to make use of a number of Price Types selected from the drop-down box against each priceable item. .Pricing i) An Introduction to Pricing in Masterbill Elite Masterbill Elite enables the user to store up to 15 sets of prices against each Bill in the system. To begin pricing click in the Rate Column next to the first item to be priced and enter the Rate. Your Trainer will explain how each of these work so that you can make notes. ii) Setting a Tender To set a Tender click on the Tenders & Currency button If the Tenderer you wish to use is already in the list then add it to the Project Tenderers and make it the Current Tender by checking the relevant boxes.25 - . Masterbill Elite even includes the facilities to price one project from another. Pricing may be undertaken with a Basic or a Detailed approach or a combination of the two.Lesson 8 .

v) Matching Prices Wouldn’t it be good if you could simply ask the computer to price this tender estimate for you based on the last tender received? This is exactly what Masterbill Elite enables you to do. then select the Project. Masterbill Elite will ask if you would like to adjust the prices as they are ‘matched’ by either a % factor or by the relevant Tender Price Index (TPI) for each Project. . Masterbill Elite enables you to do this when necessary by entering the rate ‘build-up’ or resources into the lower half of the screen. Bill and Tender you wish to ‘match’ to and Click the Tick. It is advisable however to match to the best suited Project/Bill/Tender first as subsequent ‘matches’ will simply attempt to fill in the gaps.iv) Detailed Pricing On occasions you may wish to go beyond simply entering a rate or a sum into the document but would rather ‘build-up’ a rate from first principles and/or known resources. To price from another Project/Bill/Tender simply select ‘Matching Prices’ from the Right Mouse Button Menu in the Bill.26 - . Note: Masterbill Elite does not limit the ‘matching’ only one Project/Bill/Tender but rather allows the user to keep matching until the majority of the tender is priced.

Lesson 9 .27 - . x x x x x x x eTendering Re-using data Analysis Tender Comparison Flat Bills CAD Measurement Using QSCad data in Masterbill Elite . Depending upon the time available and your ability to take on any more information your Trainer will endeavour to provide an overview one/more of the following Advanced Features.Advanced Features Overview i) Generally Masterbill Elite has numerous advanced features that could fill another day’s training course. Please advise your Trainer of which areas interest you most.

Use the Dynamic Linking of dims facilities. New Cement Sand Screed. An Information/ Note item stating: “ The Contractor is to include in his rates for all necessary preparation of existing surfaces to receive new finishes” Carpet Schedule Location Building A Building B Building C Building D Building E Building F Carpet Colour Blue Red Violet Green Grey Indigo Reference 0915 0927 0934 0952 0955 0967 . 3. Take-off quantities for Floor Finishes as the sketch on the next page and the take off list below.Measurement Exercise St. Quarry Tiles to Wet Bay areas. Take Off List 1. Remove existing finishes from classrooms.5m. 2.000 for new Stainless Steel Sinks and Base Units. 6. Carpet. A Provisional Sum of £2. 5. Underlay. Brass Division Strip. 4.28 - . 8. See note on bottom of sketch Adjust all affected quantities (after take-off completed) to allow for the wet bay areas to be adjusted to 3. Albans Primary School 1.5 x 3. 3. 2. 7.

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