Estim for Windows

Getting started

Contents
1. Introduction................................................................................................4 2. Installation from CD...................................................................................4
2.1. Database location............................................................................................................4 2.2. Technical notes................................................................................................................5
2.2.1. Windows NT...........................................................................................................................5 2.2.2. Windows 98............................................................................................................................6 2.2.3. Novell Netware.......................................................................................................................6 2.2.4. Printers....................................................................................................................................6 2.2.5. Blank or corrupt toolbar buttons.............................................................................................6

3. Running for the first time..........................................................................6
3.1. Authorisation code...........................................................................................................6 3.2. Initials and password......................................................................................................6 3.3. Options............................................................................................................................7

4. Entering a part............................................................................................8
4.1. Entering Parameters.......................................................................................................9 4.2. Entering Operations......................................................................................................11
4.2.1. Entering Actions...................................................................................................................12 4.2.2. Extra Costs............................................................................................................................13 4.2.3. Reporting...............................................................................................................................14 4.2.4. Status and Actual Times.......................................................................................................15

5. Setting-up the database..........................................................................16
5.1. Users..............................................................................................................................16 5.2. Header questions...........................................................................................................16

6. Loading Data............................................................................................18 7. Data Linkage chart...................................................................................18 8. Loading Resources data.........................................................................20
Estim for Windows Getting Started Page 2

8.1. Task menus....................................................................................................................20 8.2. Task definition...............................................................................................................21 8.3. Learning curves.............................................................................................................22 8.4. Activity areas.................................................................................................................23 8.5. Machines.......................................................................................................................24 8.6. Applications...................................................................................................................25 8.7. Tool types......................................................................................................................25 8.8. Tools..............................................................................................................................26 8.9. Materials.......................................................................................................................26 8.10. Extra costs database....................................................................................................30
8.10.1. Suppliers details..................................................................................................................30 8.10.2. Product lookups – categories, discounts & markups..........................................................31 8.10.3. Products prices and quantities.............................................................................................32

8.11. Sheet library................................................................................................................33

9. Estimating.................................................................................................34 10. Parts Management.................................................................................34 11. Recall a Part...........................................................................................34 12. Assemblies.............................................................................................34 13. Quotations..............................................................................................34 14. Modify an Estimate................................................................................35 15. Extra Costs.............................................................................................35 16. Library of Standard Texts.....................................................................35 17. Formula Codes ......................................................................................35 18. Data Interchange Techniques...............................................................35 19. Report writing ........................................................................................35

Estim for Windows

Getting Started

Page 3

2. Introduction This manual is intended firstly to help with installing and troubleshooting the software.1. Estim for Windows files are all located within the C:\Program Files\Computerised Engineering\Estim for Windows folder. For more detail of the system. If this does not happen. run the Autorun. Insert the CD on the dongle server to install the DK2 server drivers. the above screen will show when the CD is inserted. When this is complete. Reports.g. Installation from CD On most systems. the database configuration must be changed. press the second button to install the Windows drivers for the dongle. After restarting your computer. 2. Secondly. Buttons.1. You will have been supplied with either a DK2 dongle for your network or one or more DK12 dongles for single user(s). to be stored on a shared server). and where the data should be set up. Database location By default. run the file C:\Program Files\Accessories\Borland\Common Files\Bde\Bdeadmin. Do this using the “BDE Administrator” – if this is not available in Windows Control Panel.exe Estim for Windows Getting Started Page 4 .exe program on the CD. Click the first button to start the installation of Estim for Windows. If the data is to be relocated (e. it is to try to give a quick appreciation of how data is used within the system. you can run Estim for Windows by selecting the icon from the Start Menu > Programs > Estim for Windows. you should consult the online help facility. Click the DK12 icon to install the drivers for the single PC. and Pictures. This includes the sub-folders: Data. Click the DK2 icon and load the Client drivers.

1.2. For instructions of how to switch-off Opportunistic Locking. Set the Configuration > Drivers > Native > PARADOX > NET DIR entry to a different shared location. The configuration cannot be changed if the database is “open” (indicated by a green box around the icon for the ESTIM database). you may need to switch-off NT’s Opportunistic Locking.borland.html Estim for Windows Getting Started Page 5 . This is done by changing a setting in the Windows registry. 2. Windows NT If the database is stored on a Windows NT computer. see the following WWW pages: http://www. Technical notes 2. Networked systems often require the Configuration > System > INIT > LOCAL SHARE item to be “TRUE”.com/devsupport/delphi/qanda/FAQ1013D.2. Close the database by right-clicking it and selecting Close. Incorrectly changing the Windows registry can stop Windows working.Set the Databases > ESTIM > PATH entry to the new location of the data.

3. Initials and password can be specified in a Windows shortcut to avoid the login screen.com. The safest option is to use MS-DOS style folder names – a maximum of 8 characters. 3.EXE from either the “Extra Drivers” disk. Novell Netware The database may be inaccessible if it stored in a folder that includes spaces in its name and Novell Netware is running. without spaces.DLL. Please ensure that TCP/IP is loaded after NetBEUI. and search their support section for “Paradox”. Failing this. the supplied version of the Borland Database Engine can cause the system to lock-up. Authorisation code The system will request your unique Authorisation code – obtain this by telephoning your supplier. Running for the first time A number of details must be entered when Estim for Windows is run for the first time – these are detailed below. Windows 98 On some Windows 98 computers. In a newly installed database. It has also been found that if both NetBEUI and TCP/IP are used on the system the speed can be drastically effected. Printers If you are using a printer on the same port as a dongle.2.3.2. Blank or corrupt toolbar buttons If the toolbar buttons in Estim for Windows are blank or corrupt.2.WRI” is installed with the dongle driver – this explains how to allow the dongle to coexist with modern printers.2.2. You may want to visit http://www.1.5. 2. you probably need to update COMCTL32. 2. 2. or the installation CD (\Drivers0Comupd folder).microsoft.com/support/kb/articles/q129/2/02. It too will not have a password. You will be shown how to create more users and allocate passwords later in this document. Initials and password You will be asked for initials and password. use initials “SUP” (supervisor) and a blank password.2. 3. There is another user "U1" also in a new installation. A document “GDIPrint. the two devices can conflict.http://support. Estim for Windows Getting Started Page 6 .asp 2. This lock-up stops if the display settings are altered – increasing the number of colours seems to be important.novell. Run 40ComUpd.4. a newer but slower version of the BDE seems to fix this problem. Other problems have been found using Novell and a Paradox database (as Estim for Windows does). A better solution is to use a second printer port in your computer (this may need to be installed).

3. Estim for Windows Getting Started Page 7 . See the online help (press F1) for more details of these options. Options Two screens of options will be shown – enter values appropriate for your organisation.3.

Entering a part In the Main Menu  select Estimating.  and Part Data. Click New Record icon  Cursor is now in Part Number field – Enter a new part number.4. Key-in Header data – this can be used to search for part in the future. Select a Category (Mandatory) Select a Customer (Optional) Click Parameters tab Estim for Windows Getting Started Page 8 .      Click in the Header Questions – (on the first answer field). Default Method and Revision is automatically populated.

for example.1. Entering Parameters This is optional. or the Set name. field and click New Record. Estim for Windows Getting Started Page 9 .  Click New Record or press Tab to enter more parameter names.4. to represent the name.  Press tab or click in the short name field and enter a capital letter.  Click in the Select Set field. On the Properties tab:  Click in Parameter name and enter the name of the first parameter.

Enter values against each parameter. Activate (in the Select Set field) the set of values you want for the creation of the part. To repeat for more sets. click New Record.      Enter a new Set name. Estim for Windows Getting Started Page 10 . The parameter names appear.

Estim for Windows Getting Started Page 11 . 4. The Operation name must be a unique name.2.      Use the Combo Box to select the Activity Area. Entering Operations Click the Operations tab  Click New Record to create a new operation. the machine name will be inserted by default. Use the Combo Box to select the Operation name or key in free text If theoperation name is left blank. Use the Combo Box to select the Machine.

1. or Double click a Task or a Material in the lists on the right to assign an Action to this operation. 4. Getting Started Page 12 Estim for Windows . a material must have already been selected. Entering Actions Double click the appropriate line in the operations grid to gain access to the task list for this operation (it will be empty of Actions in a new operation). If a 'First task' has been assigned to the machine. this will be displayed  Enter the responses to the task.  If you want to use a machining task.2.

. Click Close (bottom right) to return to Operations form. quantities. a form will open on which you enter the details of the task action. and dimensions. For more operations click New Record and repeat the previous instructions. etc. Click the Extra Costs tab on the Part form  Click New Record to enter a cost consideration. Estim for Windows Getting Started Page 13 . Repeat for all Task actions.  Select the type of extra cost item.  Select and define products. If you selected a task. 4.  You can drag a parameter from the box on the right and drop it into the prompt answer. Extra Costs This section is to calculate costs of commodities and materials.2. You can override the database values for speeds feeds etc. depending on the type of Extra Cost. where you want the value.     Click Close to accept the task or Results to find out the time allowed for the task.2.

Press arrow down for another quantity or press Tab. red stars may appear in the left column.3.2. Reporting Click Reports on the menu and select Bid Price.  If reworking an existing Bid Price. Estim for Windows Getting Started Page 14 .4. Enter a quantity value.    Click in the Quantity field (bottom left). Click Edit and Re-calculate at the top of the screen.

 Double click an operation line to enter the actual time recorded for production.  You can then compare actual to estimated time in the Manufacturing Performance report.4.2. Estim for Windows Getting Started Page 15 . Status and Actual Times Click History tab to set the part status.4.  Click Create to generate the table of Estimated Setting and Running Times.

Users Select the Configuration menu.5.1.2. Create a user name for all staff who will use ESTIM for Windows and give them access rights and passwords as necessary. Header questions Header questions are used to identify and search for parts. then select Users. Estim for Windows Getting Started Page 16 . The header question details for parts are entered and displayed on the right-hand side of the part form (below). Setting-up the database 5. 5.

The questions are user definable and should be set-up when starting to set-up ESTIM for Windows. Pick “Header questions” from the “Configuration” menu. Estim for Windows Getting Started Page 17 .

Sheet library 7. A simple example of this would be to say that a manufacturing resource such as a machine must be defined before it can be used on a part. Product look-ups (categories. task menus must exist before a task can be created and associated with that task menu. Machines (including power.6. In the same way. The list below is a rough guide to the best order in which to enter data: ♦ Task menus & Tasks ♦ Learning curves ♦ Activity areas . Product data (e. and so some things have to be entered before others. Data Linkage chart Machine Machine Machine Task Menu Task Menu Task Menu Activity Area Task Menu Task Task Task Tool Type Material Application Tool Type Tool Type Rough Finish Rough Finish Rough Finish Estim for Windows Getting Started Page 18 .). costs).g. etc. discount rates. Loading Data There are a number of relationships between types of data in the ESTIM for Windows database. and torque values) ♦ Tool types & Tools (cutting tools) ♦ Materials (including speeds and feed data) ♦ Suppliers. thrust.

Tool Type Application Tool Type Tool Type Rough Finish Rough Finish Rough Finish Tool Type Tool Tool Tool Tool Sheet type Thickness Thickness Thickness Sheet sizes Sheet sizes Sheet sizes Product Product Product Estim for Windows Getting Started Page 19 .

Task menus Task menus are a means of grouping tasks (such as drill hole. New menus can be created – only menus with no associated tasks or machines can be deleted.1. A task menu is associated with one or more machines.8. 8. Loading Resources data Resource data is accessed from the Resources menu (below). rough vertical mill or laser cut circle) in a way that ensures only the appropriate tasks are available for the operation. Tasks and task menus should require little or no adjustment for the majority of conventional and modern manufacturing plants. The position of the menu in the list can be changed using drag and drop. Estim for Windows Getting Started Page 20 .

2.8. Enter your own Set-up and Load tasks for your range of machines. Estim for Windows Getting Started Page 21 . if it is defined as the ‘First Task’ of a machine. Note that a task cannot be deleted if it is used in a part. Task definition Prompt settings for most formula types are pre-set – details of these are in the on-line help. or if the task is chained by another task.

a learning curve is a means of reducing the time allocated to manual tasks and machine rapid movements in accordance with batch size. The more familiar the operators become with a task. Learning curves Attached to a machine.8.3. One pair of curves can be used for all resources. or each resource could have its own. Estim for Windows Getting Started Page 22 . the faster the operator will become.

Activity areas A way of grouping resources. an activity area is probably a physical area in a factory in which several machines are located. thus allowing redundant plant to be taken out of the plant list. It allows for short.8. New activity areas can be created by using the New Record button on the toolbar. (Note that a machine cannot be deleted if a part has been defined using that machine. Activity areas can be hidden if not required. simple menus from which to select a machine. The position of items in the list can be changed using drag and drop.4.) Estim for Windows Getting Started Page 23 . or new prototype equipment to be entered for temporary trials. Areas can be deleted only when all machines in the area have first been deleted.

Estim for Windows Getting Started Page 24 . although it may be as simple as a staff member with hand tools. Note for learning curves: enable curves with the check box before selecting the appropriate curve.5. The various tabs give access to sections of data fully defining the machine’s physical properties and commercial considerations. Machines A resource is referred to as a machine. or it could be a complex machine tool.8.

Applications These are fixed names within ESTIM for Windows used to identify the type of calculation necessary to calculate the manufacturing time. add or delete these applications.6.8.7. Estim for Windows Getting Started Page 25 . For example. the application “Drilling” will have HSS tools and maybe carbide types. You cannot change. 8. Tool types For each application there must be at least one tool type.

a particular steel will have cutting speeds for High Speed Tools and Carbide tools. Estim for Windows Getting Started Page 26 .8. For example. Tools Cutting tools are grouped according to the Tool Type. It can have more – just define more tool types and make reference to each type when storing speeds and feeds. For example.9.8. Materials Material cutting performance data is also grouped by Tool Type. application “Drilling” with Tool Type HSS may have Jobber drills as well as Long series drills – each may have particular cutting conditions to consider. 8.

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Extra costs database 8.10. Suppliers details Estim for Windows Getting Started Page 30 .8.1.10.

8. Product lookups – categories. discounts & markups Estim for Windows Getting Started Page 31 .2.10.

3.8. Products prices and quantities Estim for Windows Getting Started Page 32 .10.

8. Sheet library Estim for Windows Getting Started Page 33 .11.

Estimating ♦ Using the newly loaded data ♦ Using data delivered with your system ♦ Printing Reports ♦ Parameterised parts (Loaded from ASCII file) ♦ Repeats and Makes 10. Parts Management ♦ Copy and Delete ♦ Templates ♦ Categories ♦ Customer file 11. by: ♦ Category ♦ Customer ♦ Header question ♦ Thumbnails 12.9. Assemblies ♦ Enable in System Options ♦ Build relationships of parts and products 13. Recall a Part ♦ Techniques to quickly find parts. Quotations ♦ Create a quotation from defined parts Estim for Windows Getting Started Page 34 .

shared data . Formula Codes ♦ How the times are calculated ♦ for all machining and non-machining tasks 18.Borland BDE administrator ♦ Microsoft Office Word .Access .14. Modify an Estimate ♦ Change a task ♦ Insert an operation or task ♦ Move Copy Delete operations and task 15. Data Interchange Techniques ♦ Database ASCII Export/Import ♦ Network .DAT Analysis file 16.Excel links ♦ Preactor Links Version 8 and version 9 ♦ Emtrac links 19. Report writing ♦ How to design new reports ♦ How to use reports to export data Estim for Windows Getting Started Page 35 . Library of Standard Texts ♦ Operator instruction ♦ Tooling descriptions 17. Extra Costs ♦ Extra costs database Insert ♦ Adding material and tooling costs to a part ♦ Markup rates ♦ Sheet Utilisation Sheets.

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