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Spon Estimating - Hints & Tips

Registering your software: You must register your copy in order to convert it into a fully functioning product assigned to your company name (Until then it runs as a limited trial version). Click on the web link shown as you exit the program and enter details as directed. A key file will be issued ready for download from a web site. Simple key installation instructions are supplied on screen.

Ending your session: Ensure that you close the program before shutting down your PC. If the program is closed without exiting then files may become corrupt and data will have to be restored from a recent backup.

Editing descriptions: Descriptions can be edited by double clicking on them to enter editing mode (or press F2). Windows standard control C (copy) and control V (paste) features work within editing mode in the Bill schedules. Double click on the description you want to copy, highlight the text required, press control and C. Then double click on the box where you want to copy the text to and press control and V.

Deleting items: Deleting items from Bill schedules does not automatically delete the associated resources. These should be independently deleted in the Schedule (Resources) view.

Selecting rates: After selecting and tagging a rate from a Spon's Price Library in the Making Selections window, if you close it by clicking on the cross in the top right hand corner, rather than clicking on the close icon, the selection still registers in your schedule/bill.

Adding rate items: Within Bill schedules you can add single items (without resources) which are not found in the current Spon's Price Libraries. Since such items are consolidated into one total value within Schedule (Resources), you may find it beneficial to use the Toggle review feature to identify such items within Bill schedules. (It is not possible for users to produce their own libraries of items/resources within the Spon Estimating system.)

Changing item build-ups: You cannot change any build-ups created using Spon's Price Libraries, but you can alter build-up quantities and resource rates. Double-clicking on a blue bill rate within a Spon's Price Library will take you down into build-up, and double-clicking on a blue cost rate within the Item Rate Build-up window will transport you across to the original base resource.

Duplicating resources: Schedule resources should not include duplicate resources, as the program automatically consolidates similar resources for Requirements (Schedule Resources). However, similar items from different Spon's Price Libraries, e.g. from the Major and Minor works sections of the A&B, which are kept separately, will appear to be duplicates, and cannot subsequently be consolidated.

Adjustment percentage function: The adjustment % function only applies to rates you select from Spon's Price Libraries when using the Bills function, not for rates which you have 'looked up' using the Spon function. When viewing the rates in the Spon function, 'Mode: Read only' is displayed in the bottom left hand corner of the window, indicating that no adjustments can be made. If you simply look up a rate using the Spon function, it is always displayed at the original book level.

If you use the adjustment % cell to alter a Spon's Price Library rate selected for a schedule or estimate, and any of the build-up rates associated with that item have been used or copied across previously, then the previous adjustment % will apply to those items previously used. This may, therefore, affect the transferred rate.

If you wish to overcome this and transfer rates at the latest % adjustment level, then you should initially revise those resources previously copied across by selecting Schedule (Resources) from the main menu toolbar, and then by amending the supply cost for the relevant resources to the proposed newly adjusted rate. Thereafter, similar items should be copied at the revised % adjustment level.

When changing the adjustment percentage for Spon's rates, before selecting and copying them into your Bill schedule, you must press the return key for the percentage uplift or decrease in the rates to be accepted, before clicking on the close (return to Bill schedule) icon (or the cross in the top right hand corner of the Making Selections window).

Currency: The estimating rates program assumes £ sterling, but Bill resources can be amended manually for other currencies. There is an option on print-outs to declare a currency if required.

Data Backups: It is important that you employ a regular backup routine in order to safeguard your data. A dedicated backup button is supplied to make this vital task quick and easy. We recommend you backup your data after each work session.

Adding Additional Price Books: You can purchase additional books online and simply add using the File Utility function.

 

 

 


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