Summary | Training Modules

The Accubid Estimating Software - Fundamentals (2 day) product training lab is designed to equip new users with an understanding of the features and functions of the Accubid Pro and BidWinner Plus estimating applications. The learning objective is to provide students with the knowledge and skills they need to use these programs productively in their workplaces. Instruction takes place in a classroom setting using a method that combines instructor-led demonstrations with a high degree of hands-on practical exercises to reinforce learning. Class sizes are kept small to ensure a rich and rewarding learning experience.

Learning Objectives

Upon successful completion of training, participants will be able to:

• Effectively navigate the Accubid estimating system
• Accurately describe workflow through the Accubid estimating system
• Create and modify default jobs
• Create and complete new estimate job files
• Understand and navigate the Item and Common Assembly databases
• Perform takeoff using the available modes of takeoff
• Demonstrate an understanding of the functions in the Extension screen
• Understand the functions of the bid closing screens (Direct Labor through to Quoted Material)
• Understand the Final Pricing screen
• Demonstrate the ability to create multiple bid summaries

Summary | Training Modules

Module 1 - Introduction to the Accubid Estimating System

• Schedule screen
• Navigating through the Accubid estimating system

Module 2 - Starting a New Estimate

• Item and common assembly database
• Item database structure
• Database item fields
• Common assembly structure

Module 3 - Starting a New Estimate

• The default job
• Job Schedule screen
• The Job Information screen
• The Notes screen

Module 4 - Takeoff Screen

• Takeoff workflow explained
• The breakdown area and selecting the takeoff breakdown
• Labor Factor breakdown
• Creating a typical breakdown
• Performing takeoff with basic modes - item database, common assemblies, temporary assemblies, and temporary items

Module 5 - Audit Trail

• The audit trail
• Filtering the audit trail
• Modifying takeoffs in the audit trail
• Copying and pasting takeoffs
• Reassigning takeoff breakdowns
• Substituting items in takeoff
• Substituting assemblies in takeoff
• Performing a power substitution

Module 6 - Extension Screen

• Review all columns in consolidated item view
• Screen styles
• Material adjustments
• Labor columns
• Re-extending material prices and labor units
• Locking values at extension
• Grouping and filtering the extension
• Adding items

Module 7 - Closing a Job

• Incorporating labor costs - direct and incidental
• Labor Factoring screen
• Labor Escalation screen
• Indirect Labor screen
• Adding and modifying subcontractor quotes
• Incorporating general expenses
• Adding and modifying quoted material quotes
• Closing the bid
• Price Summary screen
• Bid Breakdown screen

Module 8 - Introduction to Multiple Bid Summaries

• Creating a bid summary