Quantity Take-off

Workshop

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Contents
Chapter 1. Candy Quantity Take-Off Introduction ...................................................................................... 5
1.1 QTO Objectives ....................................................................................................................................... 5
1.2 Getting Started ....................................................................................................................................... 5
Chapter 2. Importing a Bill of Quantities ........................................................................................................ 6
2.1 Creating a new Company and Job ......................................................................................................... 6
2.2 Creating a Take-off package .................................................................................................................... 9
Chapter 3. Candy QTO Layout.......................................................................................................................... 12
Chapter 4. Updating the BOQ .......................................................................................................................... 13
4.1 Adding and deleting Bill items ............................................................................................................. 13
4.2 Import an Excel addendum ................................................................................................................... 13
4.3 Changing comments to section headings ....................................................................................... 17
4.4 Update the QTO Bill ................................................................................................................................. 18
Chapter 5. Drawings ............................................................................................................................................. 20
5.1 Importing Drawings.................................................................................................................................. 20
5.2 Calibrate the drawing .............................................................................................................................. 23
Chapter 6. Navigating QTO ............................................................................................................................... 25
6.2 Customising the display.......................................................................................................................... 25
6.3 Navigating drawings ................................................................................................................................ 27
Chapter 7. Measuring Tools .............................................................................................................................. 28
Chapter 8. Measuring Areas .............................................................................................................................. 29
8.1 Measure Folders ........................................................................................................................................ 29
8.2 Take-off list .................................................................................................................................................. 31
8.3. Using the Area tool.................................................................................................................................. 33
8.4 Attaching Bill items to a measurement ............................................................................................. 40
8.5 Variables ....................................................................................................................................................... 41
Chapter 9. Updating measured quantities in Candy................................................................................ 46
9.1 Transferring Quantities............................................................................................................................ 46
9.2 Create a document to view QTO quantities .................................................................................... 47
9.3 Updating the Candy quantity ............................................................................................................... 49
Chapter 10. Measuring Using templates ...................................................................................................... 52

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 10.1 Templates .................................................................................................................................................. 52
10.2 Measuring from Templates ................................................................................................................. 55
10.3 Mark-up ...................................................................................................................................................... 57
Chapter 11. Measuring Linear Measurements ........................................................................................... 59
Chapter 12. Multiple Bill items to one measure ........................................................................................ 63
12.1 Measure formwork to bases ............................................................................................................... 63
12.2 Update Candy Bill ................................................................................................................................... 65
Chapter 13. Measuring progress in QTO ..................................................................................................... 68
13.1 Valuation setup........................................................................................................................................ 68
13.3 Method 1: Progress measure using percentages ....................................................................... 75
13.4 Method 2: Changing measures using grip points ...................................................................... 80
13.5 Method 3: Creating a Progress measure from scratch ............................................................. 87
Chapter 14. Revised Drawings.......................................................................................................................... 88
Chapter 15. Reporting ......................................................................................................................................... 89

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Chapter 1. Candy Quantity Take-Off Introduction

QTO provides fast and accurate measurement from 2D and 3D drawings. Bills of
Quantities can be created directly in QTO or existing Bills of Quantities can be seamlessly
updated for progress or final quantities

1.1 QTO Objectives

 Measure quantities from 2D drawings and 3D BIM models

Create or update a Bill of Quantities with all the functionality of Candy
Update quantities after drawing revisions
Measure for Bill, Final and Progress quantities
Provide quantities for the BOQ, Valuations, Subcontract Manager and Area bills

1.2 Getting Started

Requirements
There are basic requirements to use QTO:
 to have a Bill of Quantities set up in the Candy job
 to have a basic knowledge of Candy
 to understand the principles of measurement

Creating a Bill of Quantities

If there is no existing Bill of Quantities, a BOQ document must be created, copied or
imported into the Candy job. QTO will use the BOQ items from this document to
create the new Bill of Quantities.
A bill of quantity document can be created by:
 copying from another Candy job
 importing from an external file such as Excel or WinQS
 Creating a BOQ from scratch in Candy

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Chapter 2. Importing a Bill of Quantities

2.1 Creating a new Company and Job

Before importing a bill from excel first create a Company and Job.

Do this

Access the “Candy Job Manager” by clicking on , then click on

to go one window back to access the “Candy Company Manager”
Click on the Company Manager then select “Add a new company”

Name the company “QTO Training Company” and click

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Double Click on the “QTO Training Company” to access it.

Create a new Job

Once in the Job Manager right click anywhere to access the “Job Manager
Menu” then select “Backup/Recover Job > Recover Into a NEW Job >
from file”

Browse to the removable disc and double click on the “QTO- Ventshaft &
Substation Contract” job.

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Recover the Backup

Double Click on “QTO Ventshaft & Substation Contract” to access the job.

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2.2 Creating a Take-off package

QTO Manager

QTO Manager is the place where Take-offs are created, stored, renamed, deleted,
accessed and where the quantities from the Take-offs are copied back to the Candy
Bill of Quantities.
Take-offs should be organised in a structured hierarchy such as below.

Do this

Click on “Bill Prep > QTO Manager”

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Create a New Take-Off by clicking on . Give the new QTO Package apackage
code and take-off description

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The new Take-off package is created and ready to be used.

Access the “QTO Take-off” by double clicking on the package

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Chapter 3. Candy QTO Layout

Candy QTO is an external software application which can be accessed from within Candy.
Once a Take-off package is selected in Candy the system will launch Candy Quantity Take-off.
This specific Take-off package was accessed from the job “QTO- Ventshaft & Substation
Contract”, so the Bill of quantities is already available in QTO.

1. Drawings- A list of the drawings to be used in the Take-off

2. Templates- Templates of common measurements for re-use
3. Measure folder- A list of measurement folders for structuring measures
4. Take-off list- A list of all the take-offs for a specific drawing
5. Bill of quantities- Displays the Candy Bill of quantities
6. Drawing area- Open drawings will be displayed in this area

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Chapter 4. Updating the BOQ

4.1 Adding and deleting Bill items

Bill items have to be created in Candy first and then updated in QTO for the new Bill items to
appear on the QTO Bill. The same has to be done to delete items from the QTO Bill. Delete
the items in Candy and then update the QTO Bill.

4.2 Import an Excel addendum

An addendum to the original Bill of quantities can be imported into Candy. These new Bill
items will have to be measured seeing as they don’t have a Bill Quantity in place.

Do this

Browse to the removable flash disc and double click on the “QTO Excel addendum” to open
the Excel file.

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Copy and Paste
Once the Excel addendum file is open, select the section that needs to be copied to Candy.
(Right Click > Copy)

Use any Bill document in Candy to paste the Excel selection. (Right click > Paste)

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The column identifier dialog box appears. Identify the Page number, Item number,
Description and Unit. Click the item in the list on the left that identifies the column under the
big grey arrow.

The arrow will move to the next column once identified. Click “Continue” when completed

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A dialog box will appear asking whether the new items should be imported to the specified
page. This dialog box will only appear if a page number was specified. Click on “OK”.

The Bill import status indicates that 9 items have been imported.

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The new Bill items have been imported to page 7 in the Candy Bill

4.3 Changing comments to section headings

Section Headings
In a Candy Bill a hierarchy of headings can be created, allowing easier navigation of the Bill by
opening and closing sections and generating summary pages in reports

All non-Bill items imported from an external file will be marked as comments. Many of these
can be converted to meaningful headings to improve the readability of the Bill.

Do this

Open a bill document by clicking on the icon on the toolbar. Change the comments ( )
on page 7 to a Level heading hierarchy ( from 2 to 5) by typing the number in the Level
column “L” (the first column). As the level changes, the line colour will change to the colour
for that level.

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4.4 Update the QTO Bill
Now that the items have been created in Candy, the QTO Bill can be updated to display the
new Bill items.

Do this

The QTO can be updated by either clicking on the “Bill Items” button on the toolbar or

Right Click on the Bill of Quantities > Update > Bill Items

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The Bill of Quantities will be exported from Candy and imported into QTO

Once imported the New items will appear on the Bill of Quantities.

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Chapter 5. Drawings

5.1 Importing Drawings

Drawings are imported into QTO and resides within the “Drawings” tab. There is no limit as to
how many drawings can be imported into QTO and the Drawings tab will become a drawing
register for this take-off package.
Due to the size of drawing files, they are not saved inside QTO but are attached using the
file location. It is strongly suggested, (but not mandatory), that a separate directory be
made for all drawings.
QTO accepts drawings in the following file formats - PDF, DXF, DWG, DWF,
DWFX and TIF

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Do this

Click on the Drawing Icon to import a drawing.

Browse to the Flash disc and select drawing “27891J-YRD-ST-DAL-0020-001 Rev A”

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After the drawing has been selected the PDF import window appears.

QTO gives users the option to select which page of a drawing to import and to change the
angle of rotation.

Click
Different pc’s might experience different loading times for drawings according to their
specifications

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5.2 Calibrate the drawing

The scale is unknown in PDF format drawings and has to be calibrated. Select the
Calibration tool and click on the start point and end point of a known dimension. The
dimension must be entered in the dialogue box to establish the scale. A drawing has
only to be calibrated once.

Do this

Click on the Calibrate tool

The Page calibration dialog box appears stating that two points with a defined measurement

is needed to calibrate the drawing. Click

Use the dimension of 2000mm between gridline A and B by clicking on the start point on
gridline A and then clicking on the end point on gridline B.

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The systems identifies the distance between the two clicks as 40.05mm

Type in the dimension displayed on the drawing as 2.000 m

Click on

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Chapter 6. Navigating QTO

QTO is customisable and gives users the freedom to move panels, change layouts and to
change viewing styles.

6.2 Customising the display

The default screen displays three panels but can be customised.

Floating Panels
Any panel can be undocked from the default location and moved anywhere on the
desktop or to another monitor. Multiple panels can be docked together in a “raft”
and then moved as a unit anywhere on the desktop or to another monitor.

To position a panel outside the main window

· Double-click the title bar of the panel and drag the panel to the required location

To return a panel to its most recent docked location

· Press CTRL while and Double-click the title bar of the panel.

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 Docking Panels
The panels are fastened and tabbed to the left hand side of the main window by
default. The guide diamond appears when the panel is dragged to another
location. The guide diamond, pictured below, is a visual assistance to re-dock the
panel

How to dock panels

1. Click on the panel
2. Drag the window toward the middle of the main window
3. The guide diamond appears. The four arrows of the diamond point toward the
four sides of the pane
4. When the panel reaches the required location, move the pointer over the
corresponding portion of the guide diamond. The designated area will be
shaded
5. To dock the panel in the position indicated, release the mouse button
6. Alternatively, a panel can be docked to a portion of one of the side walls of the
main window. Drag the panel to the side until a secondary guide diamond
appears. Click one of the four arrows to dock the tool window to that portion of the
side wall

Auto hide panels

The pushpin icon resembles the following graphic when Auto Hide is enabled.
Auto Hide Disabled
Auto Hide Enabled

Reset panels
Go to Tools>Layout>Reset Layout
Each panel can be separated and moved around the screen to customise the
interface layout. Click and drag the panel tab, will move the panel onto any of the
layout options. Interface layouts can then be saved, closed, and restored.

Multiple monitors
It is preferable but not mandatory that two or more monitors are used. The drawing
panel must reside on the primary monitor but all other panels can be moved. Place

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 the cursor on the Title Bar and drag to move the panel to a position on another
monitor
6.3 Navigating drawings

Mouse Functions:
 The mouse scroller (mouse wheel) can be used to zoom in and zoom out by
rolling it forward and backwards.
 The mouse scroller can also be clicked (pushed down) to grab hold of a point on
the drawing. The drawing can be moved around the drawing panel just by moving
the mouse while holding down the scroller button.

Tool Buttons:
The tool buttons also help to navigate drawings. These tools can be preselected to appear on
the tool bar and can be customised

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Chapter 7. Measuring Tools

QTO measurement tools are displayed vertically to the left of the drawing panel and
contain the tools required for measurement of drawings. These are displayed when a
drawing is opened and are different for 2D and 3D drawings.

Number Tool
Use the Number tool to count items such as windows, doors, openings,
manholes.

Length Tool
Use the length tool for linear measurements such as drainage trenches, pipework,
and perimeter work in general.

Area Tool
Use the Area Tool for measurement of an area.

Arc Tool
Use the Arc tool for measurement of circular work. Select the start point of the
curve, the end point and then any other point on the curve - this will give the
length of the arc or circumference and area of the segment or circle

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Chapter 8. Measuring Areas

8.1 Measure Folders

Measure folders are used to organise take-offs into specific areas or locations. These are
clearly referenced when the QTO quantities are transferred to the Candy Bill of Quantities.
Measure folders and Sub-folders can be created to your specific requirements. A Measure
folder can extend over multiple drawings. To display the Measure folders use the Measure
folder tab. Many Measure folders can be created and they will be listed in this panel

Adding a Folder
To make folders and sub-folders, Right-click in the Measure folder panel at the
required position of the folder structure.

Renaming a Folder
The default name for all folders that are created is “Measure folder”, highlight this
and rename.

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Do this

Click on the “Measure Folder” tab. There will be a Measure Folder available by default.

Rename the Measure Folder to “Bases”

Create a new folder by Right clicking in the Measure folder Panel

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Repeat this process and create two more folders named “Strip footings” and “Ground slab”

Note: At this stage we have a drawing in place and measure folders set up. We can now start
with our first take-off.

8.2 Take-off list

The take-off list is where the measurements are stored. A drop down list is available in the
take-off tab to select a Measure folder to which the specific measurement should be
grouped.

Do this

From the drop down select the “Strip footings” folder

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Once a measurement is taken it will be stored in the Strip footings measure folder until a
different Measure folder is selected.

Default Quantity type

A default quantity type can be pre-selected which will then be allocated to all measurements
until it is once again changed. If the quantity is not pre-selected the system will use the Final
quantity as the default quantity.
Note: A quantity type can also be selected for every individual measurement.

Do this

Click on “Measure > Default Quantity type> Bill

Make sure that you change the Default quantity type from a Final quantity to a Bill quantity

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8.3. Using the Area tool

Used to measure the area of objects on drawings and is not limited to angular shapes. Due
to a grip point staying behind once clicked anywhere on the object it allows the user to
measure angular and circular areas if required. The Area tool is mainly used for measuring
areas but also records other dimensions like number and perimeter.

Do this

Click on the ”Area tool” icon to activate the Area measuring tool.
Select a starting point for the measure and click on the corners of the area to be measured.

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Click on all the corners around the perimeter of the area to be measured. Right clicking will
end/stop the area tool and snap back to the starting point.

After using the Right click function to end the Area tool the measurement will appear in the
Take-off list.

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The measurement name will always default to the measuring tool used, but this can be
overtyped.
Change the measurements name to “Strip footing – Foundation Layout”. The
measurement name is also used for referencing purposes.

Open the Heading of the measurement by clicking on the icon to the left of the
measurement name.

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Once the measurements heading has been opened it shows all of the dimensions that is
attached to that one measure.

Continuing a measurement
Only a portion of the strip footings has been measured and the rest also needs to be added
to the same measurement.

Do this

Use the “Continue Tool” continue on the same measurement.

Click on the “Continue Tool” to activate the Area tool and continue measuring the strip
footings

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Note: The continue tool will have to be used multiple times on the measurement to capture
all of the different portions of the strip footings to the same measurement. All of the strip
footings will now total to one total quantity.

Fixing Mistakes
Mistakes are easy to make, but just as easy to fix. Every measurement consist of grip points
which are created every time a click is for a measurement.
A common mistake in a measurement is clicking on the wrong line or accidentally clicking

Clicking on the perimeter line of the measurement will activate the grip points.

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Grip points can be seen as blue blocks on the measurement and are numbered from the first
click to the last. Grip points can be added, deleted or moved

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Grip points can be moved by simply clicking on the grip point once, as the mouse is moved
the grip point will also move (No need to hold the Left click while moving the mouse)

Once the grip point is moved to the correct location a Left Click will place that grip point on
that specific location and the measurement is fixed.

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8.4 Attaching Bill items to a measurement

The next step is to use the measured dimensions to create quantities in the bill. The Bill
of Quantities needs to be displayed so that bill items can be dragged onto the take-off.

Do this

To add a Bill item to a measurement make sure that both the Bill of Quantities panel
and the Take-off list is visible.
Left click in the Record Row selector for Item A, C30 Concrete in strip footings.
Drag and drop the item anywhere on the measurement in the Take-off list.

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Once the item is dropped on the measurement it will appear on the Take-off under the
expandable heading “Items”.

8.5 Variables

Variables will be required in the measurement to calculate the correct quantity for
multiple Bill items using one take-off measurement. The internal area of a building will
give the area of the floor and ceiling but would need a variable (thickness) to calculate
the volume of concrete in the surface bed.

Variable properties
A variable is made up of five fields:

 Name:
This is the reference which identifies the variable from others in the take-off, it
can be as brief as H (for height) or T (for thickness), the reference is user defined
and will be used in formulae (explained below).

 Value:
The variable may have a simple value or the value may be derived from
a formula (explained below). A simple value is entered in this cell.

 Unit:
For reference purposes the unit type is entered here.

 Formula
When a formula is used to calculate the variable value the formula is entered
here. Formulae can use Dimension names, Variables and support mathematical

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 functions such as sine, cosine and tangent. Only variables above the variable
being entered can be used in the formula.
It is also possible to Copy and Paste formula from a variable previously
entered which can then be revised.

Do this

Right Click in the measurement area displays a drop down box. Select Add. Repeat this
process if more than one Variable needs to be created.

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Define the Variable as “Depth” with a value of 0.30 m by typing into the relevant boxes.

The Dimensions and Variables can now be used to calculate the quantity for the item C30
Concrete in strip footings.

Drag and Drop the dimension ”Area” into the formula box for the Bill item

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Also Drag and Drop the variable “Depth” into the formula box.

The system will automatically bring op a selection box to choose which mathematical
function to use.

Select the (multiply) icon

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The volume of concrete is calculated in the Take –off list and the Bill quantity is updated on
the BOQ in the Bill of Quantiities panel

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Chapter 9. Updating measured quantities in Candy

Now that a measurement has been measured in QTO, that quantity can be transferred to the
Candy Bill of Quantities.

9.1 Transferring Quantities

Do this

Open Candy from your open applications on the Windows toolbar.

Access the QTO Manager and Right click on the package “QTO Take-off” to open a menu.
Select “Transfer this package quantities to BOQ”

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9.2 Create a document to view QTO quantities

A Standard QTO document is not available in the Document Manager and should be created
to view the QTO quantities and references.

Do this

Open the “Estimating Document Manager”. Click on New Document > 1. Bill pricing >
1.1 Standard Bill of Quantities

Rename the document to 1.1 QTO Bill.

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Customise the document by clicking on
Remove columns 4.1 and 6.1
Add columns 5.1, 5.2, 5.3 and 5.4

Click on OK and select document 1.1 QTO Bill

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Document 1.1 QTO Bill will show the measured quantities from QTO with all of the relevant
references for easy tracking of measurements.

QTO Columns

Quantity- The quantity transferred from QTO

Type- The type of quantity measured in QTO
Code- The package code
Drawing- The drawing on which the take-off was measured
Reference- The reference shows the Measure Folder in which the Take-off was measured
and the measurement name.
Date/Time- The date and time when the Take-off was measured.

9.3 Updating the Candy quantity

Even though the QTO quantities have been transferred, it is still up to the user to decide
which Candy quantity to update.

Do this

Right click on the Bill quantity column header to display the menu. Select “Copy bill from
QTO”

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A selection box appears which allows users to select which type of QTO quantity to copy.
Select QTO Bill Quantity

Click

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The Bill quantity has been updated to reflect the Bill quantity from QTO.

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Chapter 10. Measuring Using templates

10.1 Templates

The most efficient way to measure the job is to make use of job templates. Templates
can be created to include variables, formulae and Bill of Quantity items which will be
needed many times to measure the job

Creating Templates
New templates can be created in the Templates tab.

Do this

Create a Template to measure the bases on the drawing. To create a new template
select the Template tab, right-click and choose “New Template” then name the
template and select the Measurement type as below.

The measurement is always predefined for templates.

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Rename the template to “Bases” and select the measuring type to be used as Number.

Click on

Adding Variables

Once the Template has been created, variables can be added to use with the template

Add Variables for:

Width =1.2m
Length= 1.2m
Depth = 0.30m

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The folder to which this measure will be grouped can also be defined
Select Bases in the Folder drop down menu

Add Bill items to the template

Bill items can also be attached to a template for ease of measuring. Every time that the
template is used for a measurement, the bill items will already be attached to the
measurement, eliminating the process of having to relink bill items to each repetitive
measure.

Do this

From the record row selector, Drag and drop Item D, C25 Concrete in bases onto the
Template.

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10.2 Measuring from Templates

To measure from a template, drag the template name onto the drawing and then
continue the measure as described previously. When the measurement is complete
go to the Take-off tab where the measurement is recorded and all quantities will
have been updated. The default name on the take-off list will be the name of the
Template that was used, it is important to change the name of this take-off to
identify where the measurement came from

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Do this

Left click in the record row selector next to the template “Bases”. Drag and Drop
the template onto the drawing panel. Once dropped, the Numbering tool will
become active and the take-off can start.

Measuring using the Numbering tool

The numbering tool is primarily used for counting. Click on the measurement items
that need to be counted.

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Once all of the bases have been counted and the right click function used to end the
Numbering tool, the measurement will appear on the Take-Off list in the Bases
Measure Folder

Add the Dimensions and Variables to the Items formula box

Number * Width * Length * Depth

10.3 Mark-up

Take-offs are identified on the drawing by using different colours for the “Mark-up”.
The colour selected for the measurement will reflect on the drawing.

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Do this

Left click on the colour sample in the colour column for the Bases measurement and
change the colour to green by clicking on the colour green in the colour chart.

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Chapter 11. Measuring Linear Measurements

The Length tool can be used for linear measurements such as drainage trenches,
pipework, and perimeter work in general.

Use the Linear measurement tool to measure the underside of the ground slab.

Do this

Click on the linear measurement tool to activate the tool and measure the
underside of the ground slab on Section B of the drawing

Once the underside of the ground slab has been measured right click to end the Linear
tool function.

The measurement will appear on the Take-off list.

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Change the measurements name to “Section B- Ground slab”.

Add Variables for:

Width = 5.2+0.397+0.397 (Use the formula box to calculate the width of the slab)
Depth= 0.30m

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Attach Bill Items

Do this

Left click in the record row selector in line with Item C, C25 Concrete in ground slabs
then Drag and Drop it onto the measurement.

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Drag and drop the relevant Dimensions and Variables into the Items formula box

Length * Width * Depth

The QTO Bill of Quantities stays updated with each and every measure.

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Chapter 12. Multiple Bill items to one measure

There are no limits to the number of bill items that can be attached to one
measurement. Using the different dimensions and variables one can measure different
Bill Items with one Take-off. An example could be measuring the area of a room. The
area with the correct variables can be used for items such as slabs and tiling, but
remember that the perimeter is also captured on that same measurement and combined
with the correct variables it can be used for cornices, plaster and paintwork.

12.1 Measure formwork to bases

Measure formwork to bases using the “Bases – Foundation Layout” measurement.

Do this

Click in the record row selector in line with Item F, Vertical formwork to sides of
foundations. Hold the left click and Drag & Drop the item onto the measurement in
the take-off list.

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Two items are now attached to the same measurement.

Add the Dimensions and Variables to the items formula box.

Number * Depth * ((Width + Length) *2)

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12.2 Update Candy Bill

All of the Addendum items have been measured and the Candy Bill can once again be
updated

Do this

Open Candy from your open applications on the Windows toolbar.

Access the QTO Manager and Right click on the package “QTO Take-off” to open a menu.
Select “Transfer this package quantities to BOQ”

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Open Document 1.1 QTO Bill from the Estimating Document Manager.

Copy the QTO Bill quantity to the Bill quantity column on the Candy bill.

Do this

Right click on the Bill quantity column header to display the menu. Select “Copy bill from
QTO”

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Select the QTO quantity which should be copied

Click

The Candy Bill quantity has now been updated with the bill quantity measured in QTO.
This process can be done whenever the user has new measurements available.

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Chapter 13. Measuring progress in QTO

QTO can be used to measure progress quantities like Actual, Claimed and Final quantities for
the monthly valuations in Candy.

There are different methods available to measure the progress quantities namely:

1. Method 1: Using a variable for the percentage complete on a measurement

2. Method 2: Copying the measure and adjusting it using grip points
3. Method 3: Starting a new measure from scratch for the progress measures.

13.1 Valuation setup

The Candy Valuations is used for the post tender stage of a project. The Bill of Quantities
created in Candy Estimating is available in Candy Valuations, the difference between
Estimating and Valuations is the extra Valuation quantity columns, Valuation layouts and the
Valuation reports.

Do this:
Choose the Valuations application tab.

The initial Valuation and every Valuation thereafter commences at the Valuation Setup
process listed below:
Step 1: Duplicate & Rename the Job
Step 2: Valuation Setup

Step 1: Duplicate and rename the job.

It is good practice to copy the job before entering the new monthly valuation quantities.
Eventually the Q.S will have and electronic copy for each Valuation in Candy, and if required,
can back track to previous valuations.

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Do this:

Go to the job Manager, select QTO Ventshaft & Substation Contract, right click on the
Job and select Duplicate Job then rename it to QTO Ventshaft & Substation-
Valuation 1.

Step 2: Valuation Setup

Access the QTO Ventshaft & Substation- Valuation 1. Candy will not allow you to
access any document in the Valuation Application before doing an initial valuation setup

Do this:

Click on the Valuation Bill shortcut on the toolbar

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The initial Valuation set up window appears. Fill in the correct date, valuation number
and valuation title.

Click

Create a QTO Valuation Document

A new document has to be created in the Valuation document manager to reflect the
QTO progress quantities.

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Do this:

Open the Valuation Document Manager and customise document 2.2 Primary
Valuation Entry.
Remove columns: 8.4, 10.3, 12.3, 26.2 and 27.1
Add QTO columns: 5.1, 5.2 and 5.3
Rename the document to 2.2 QTO Progress quantities.

Copy Final Quantity from the Bill Quantity.

The bill quantity will normally be used for the first Final Value projection and as a starting
point can be copied to the Final quantity column. This should be done before entering any
valuation quantities.

Do this:
Right-click on the Final Quantity column header and select

Copy from selected quantity

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Select the Bill Quantity as the source quantity and confirm

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13.2 Set up QTO for progress measure

Do this:

Click on the Estimating Application

Click on Main and go to QTO Manager

Create Progress Measure folders in the Measure folder tab

Do this:

Right click in the Measure folder and choose New Folder

Rename the new folder to Progress Measure

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Then right click on the Progress Measure folder and create a New sub folder named
Bases-Actual

Open the drawing

The drawing will have to be opened to see any measurements in QTO. All of the
measurements that was taken off of a specific drawing can only be seen when the
drawing is opened

Do this:

Click on the Drawings tab. To open the drawing right click on the drawing name. A
menu will appear then select Open

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Default Quantity type
Change the default quantity type to Actual.

13.3 Method 1: Progress measure using percentages

A measurement can be copied from one measure folder to another.

Do this:

In the Take-off list select the Bases folder from the dropdown

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Right click on the measurement named Bases – Foundation Layout and Copy that
measurement

In the Take-off list use the drop down and select the “Bases- Actual” measure folder.

Right click in the Take-off list pane and Paste the measurement that was copied.

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The measurement has been copied to the Bases -Actual folder.

Add Variables for Progress

Do this:

Click on the Templates tab. Right click anywhere on the measurement and select Add.

Add a Variable named Actual with a value of 0.60 and allocate the as %

Name: Actual
Value: 0.60
Unit: %

This will indicate that 60% of that item has been completed.

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Allocate the variable to the Items formula.

Left click on the variable “Actual” then Drag & Drop it into the formula box.

Do the same for the second bill item

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Add the Actual column to the Bill Of Quantities.

Do this:

In the Bill of quantities right click on the Description column header and select Column
Chooser.

Then select the Actual column by double clicking on it

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The Actual quantity column will appear on the Bill of Quantities with the measured quantities

13.4 Method 2: Changing measures using grip points

Create another Progress measure Folder

Do this:

Right on the Progress Measure folder and select New sub folder. Then rename the new sub
folder to Strip footings- Actual.

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Copy a previous measure to be adjusted as a progress measure

Do this:

In the Take-off list select the Strip footings folder. Then Copy the measurement named
“Strip Footing – Foundation”

Go to the drop down list and select the “Strip footings- Actual” folder. Then paste the
copied measurement into this folder.

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The measurement will now appear as an Actual measure in the Take-off list

Adjusting the measurement to reflect the actual work completed

Do this:

The measure can be adjusted on the drawing by using grip points or even deleting sections
of the measurement.

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Right click on the marked up Area and delete some of the measurements until only the
portion of the measurement is visible. Click on the perimeter of an measured area and press
Delete on the keyboard, this will delete the measured area without any warning. Another
option would be to use the right click function on an area.

As the sections of the strip footings measurements are deleted, the quantity will change in
the Take-off list and on the Bill of Quantities.

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Update the Candy Bill off Quantities

Do this

Open Candy from your open applications on the Windows toolbar.

Access the QTO Manager and Right click on the package “QTO Take-off” to open a menu.
Select “Transfer this package quantities to BOQ”

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Open document 2.2 QTO Progress quantities

Copy the Actual quantity from the QTO Quantity

Do this

Right click on the Actual quantity column header and select “Copy from selected
quantity”

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Select the QTO Actual Quantity as the source

Click

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The Actual quantity has been updated from the QTO quantity.

13.5 Method 3: Creating a Progress measure from scratch

The last option available is to create a progress measure from scratch. This can be done by
creating a new Take-off package in the QTO Manager. Remember that by choosing this
method drawings will have to be attached, Measure folders created and items have to be link
to the measurements again.

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Chapter 14. Revised Drawings

When a revised drawing is issued, it is not necessary to start the measurement process
from the beginning.
The following steps should be taken to update measurements of the revised
drawing using the procedures explained previously:
1. Attach the revised drawing.
2. Calibrate the drawing.
3. Open the original drawing.
4. Select the Take-Off List tab.
5. With the cursor selecting the take-off to be revised, Right Click and Copy.
Multiple Take-offs can also be selected.
6. Open the revised drawing.
7. Select the Take-Off List tab, Right Click and Paste.

The original Mark-Up is now visible on the revised drawing and can now be revised
to match the revised layout.
As explained above, the take-off can be revised by using the “Continue” button or
adding, deleting and moving the Grip Points.
Note: To prevent any duplication, once the Mark-Up on the revised drawing has been
successfully updated, open the original drawing, select the Take-Off List and delete the
original Take-Off

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Chapter 15. Reporting

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90