hb101 booklet

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for theConstruction Industry

InnovativeSoftware

Classroom Training

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INTRODUCTION

!"#$%&" (% HeavyBid)#*++,%%& -,*././01 2+" (3.+ 4%%5#"( *+ * $#*++,%%& +677#"&"/( (% 0*./ * 0"/",*# 6/8",+(*/8./0

%9 (3" +%9(:*,"1 !" +(*,( 4; $%

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CONTENTS

IMPORTANT CONCEPTS ........................................................................................ 4

Master Estimate ..............................................................................................................4

Estimate Structure ..........................................................................................................4

Resources .......................................................................................................................5

Types of Data ..................................................................................................................6!"#$%' )& ********************************************************************************************************+

,-"#'%./$0' )& *************************************************************************************************+

Data Entry .......................................................................................................................7

Keyboard Shortcuts .........................................................................................................7

Ribbon Menu ...................................................................................................................7

ESTIMATING OVERVIEW ....................................................................................... 8

Setting Up a Master Estimate ........................................................................................1012'3 #4' 5&"#'6 !"#$%' ***********************************************************************************78

9&:;6 ,'#

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IMPORTANT CONCEPTS

Master Estimate-3" &*+(", "+(.&*(" .+ * ("&7#*(" 6+"8 (% $,"*(" /": :%,5./0 "+(.&*("+1 @( +3%6#8 $%/(*./ $%&&%/ +"(67 ./9%,&*(.%/

6+"8 ./ :%,5./0 "+(.&*("+= +6$3 *+ #*4%,= "P6.7&"/(= $,":+= $*#"/8*,+= %

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Resources

X"+%6,$"+ *," (3" #%:"+( #"H= [\QX>-[XV1 @/ &%+( $*+"+= #*4%, ,"+%6,$"+ ,"9", (% #*4%, $,*9(+

,*(3", (3*/ ./8.

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Types of Data

HeavyBid+(%,"+ ./9%,&*(.%/ ./ (:% (;7"+ %9 8*(*T "+(.&*(" 8*(* */8 +;+("&I:.8" 8*(*1

Estimate Data

./ %/" "+(.&*("= .( 8%"+ /%( *99"$( %(3", "+(.&*("+1 B%&" "+(.&*(" 8*(* (3*( *," ,"06#*,#; 6+"8 ./$#68" (3" 9%##%:./0T

W.8.("&+

QP6.7&"/(

Y%$*# R*(",.*#c[(3", X"+%6,$"+

Y*4%,

),":+

[/ (3" B"(67 (*4= "+(.&*(" 8*(* $*/ 4" *$$"++"8 9,%& (3" Q+(.&*(" 0,%671

System-Wide Data

/"$"++*,;1 -3.+ ./9%,&*(.%/ .+ #%$*("8 ./ (3" 9%##%:./0 +$,""/+T

W.8.("& )%8"4%%5

>$(.

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Data Entry

HeavyBid6+"+ &*/; 8*(*4*+"+ (% +(%," "+(.&*(" */8 $%8"4%%5 ./9%,&*(.%/1 !3"/ ;%6 "/(", 8*(*= HeavyBid

7,"++./0 (3" _[!H >XX[!= ->W= %, QH-QX 5";1

e%6 $*/ *#+% &*/6*##; +*

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8 HCSS HeavyBid Classroom Training

ESTIMATING OVERVIEW

-3"," *," (:% (;7"+ %9 "+(.&*("+ ./ HeavyBidT :%,5./0 "+(.&*("+ */8 &*+(", "+(.&*("+1

7/18%9: "#$%&'$(#T g%4+ (3*( ;%6 7#*/ (% 4.8 %/1

;'#$(1 "#$%&'$(#

W; 8"9*6#(= *## /":#; $,"*("8 "+(.&*("+ *," #.+("8 ./ (3" [7"/ Q+(.&*(" :./8%: h Q+(.&*(" Y.+( (*41

-% +"( */ "?.+(./0 "+(.&*(" *+ * &*+(", "+(.&*("= 8% (3" 9%##%:./0T

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Estimating Overview

-% +"( * /": "+(.&*(" *+ * &*+(", "+(.&*("= 8% (3" 9%##%:./0T

Notes

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Setting Up a Master Estimate

@/ (3.+ +"$(.%/= #"*,/ (3" 4*+.$+ 9%, +"((./0 67 * &*+(", "+(.&*("1 -3.+ 4%%5#"( ,"9","/$"+ (3" QB-R>B- "+(.&*(" 9%,

(3" 8"9*6#( &*+(", "+(.&*("1 A%:"

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Estimating Overview

Labor Setup!"#$% #'( ) *'(+,

@/ HeavyBid

HeavyBid1 X*(3",= (3" #*4%, $,*9( .+ 6+"8 (% "+(.&*(" (3" $%+(+ %9

(3" #*4%, ,"+%6,$"+1 HeavyBid*##%:+ *+ &*/; #*4%, ,"+%6,$"+ *+ 8"+.,"8= 46( "*$3 &6+( 4" +"( 67 ./8.

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Overtime Rule Setup

[

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Estimating Overview

Calendar Setup

Z%, HeavyBid(% 8"(",&./" %

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Equipment Setup

QP6.7&"/( B"(67 .+ 6+"8 (% +"( (3" ,"/(*# ,*("+= 96"# ,*("+= */8 %(3", %7",*(./0 "?7"/+"+ 9%, "P6.7&"/(1

QP6.7&"/( +3%6#8 4" +"( 67 +.&.#*,#; (% #*4%, ./ (3*( *$(6*# "P6.7&"/( 7."$"+ 8% /%( /""8 (% 4" "/(","8

3","= 46( ,*(3", $#*++"+ %9 "P6.7&"/(1 @9 ;%6 3*

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Estimating Overview

Crew Setup

),":+ *," %/" %9 (3" &%+( 7%:",96# (%%#+ ./ HeavyBid

&./.&.l./0 (3" /""8 (% 46.#8 #*4%, */8 "P6.7&"/( $%&4./*(.%/+1 \,"7*," (3"& ./ *8

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Workers Comp Setup

2+" (3" !%,5",J+ )%&7 B"(67 :./8%: (% "/(", (3" :%,5",J+ $%&7 $%8"+ */8 7",$"/(*0"+ (3*( ;%6 /""8

9%, ;%6, "+(.&*("+1 -3"+" $%8"+ $*/ #*(", 4" *++.0/"8 (% *$(.

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Estimating Overview

Notes

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Creating a New Estimate

*$(6*# "+(.&*("+ (3*( $%/(*./ $%+( */8 7,.$" ./9%,&*(.%/ (3*( :.## 4" +64&.(("8 (% */ %:/",1

F1 [/ (3" Z.#" (*4= +"#"$( H": h H": Q+(.&*("1 -3" H": Q+(.&*(" :.l*,8 %7"/+1

D1 Q/(", */ "+(.&*(" $%8" %9 67 (% ".03( $3*,*$(",+1 -3.+ .+ (3" $%8" HeavyBid6+"+ (% +%,( "+(.&*("+S (3","9%,"= :"

@/ *#&%+( *## ./+(*/$"+= ;%6 +3%6#8 !"#$3*/0" (3" Z%#8", %9 Q+(.&*("+1 -3.+ $3*/0"+ (3" 8.,"$(%,; ./ :3.$3

"+(.&*("+ *," +(%,"8 */8 $*/ $*6+" &6$3 $%/96+.%/ */8 7,%4#"&+ .9 6+"8 ./$%,,"$(#;1 -3" 8"9*6#( #%$*(.%/ +3%6#8

4" 6+"8 *( *## (.&"+ "?$"7( ./ "?(,"&"#; ,*," ./+(*/$"+1

N1 )#.$5 (3" H"?( 46((%/ (% 7,%$""81b1 Q/(", */ "+(.&*(" /*&" (% 7,%

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Estimating Overview

k1

"+(.&*(" (3*( $%/(*./+ *## (3" +"(67 .("&+ *+ ,"9","/$"8 ./ (3" 7,"

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Working in a New Estimate

-3.+ +"$(.%/ 8.+$6++"+ (3" &*/; +$,""/+ ./.(.*##; 6+"8 :3"/ :%,5./0 ./ */ "+(.&*("1 H%(" (3*( (3"," *," &*/; %(3",

+$,""/+ */8 %7(.%/+ (3*( *," /%( 8.+$6++"8 ./ (3.+ 4%%5#"(1 -3" ./("/( %9 (3.+ +"$(.%/ .+ (% 7,%

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Estimating Overview

Notes

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Biditem Setup

-3" W.8.("& B"(67 +$,""/ .+ :3"," (3" +$3"86#" %9 .("&+ 9,%& (3" %:/", %9 * G%4 +3%6#8 4" ./+",("8 ./(%

*/ "+(.&*("1 >+ ./ &%+( +$,""/+ ./ HeavyBid= "/(", /": 4.8.("&+ 9,%& #"9( (% ,.03(= +(*,(./0 :.(3 (3" 4.8.("&

/6&4",1 !" ,"$%&&"/8 * /6&4",./0 +"P6"/$" +6$3 *+ FE= DE= NE= "($1= (% *##%: *88.(.%/*# 4.8.("&+ (% 4"

(% ,"/6&4", ;%6, 4.8.("&+1

Biditem Types

-3" W.8.("& B"(67 +$,""/ $%/(*./+ * -;7" $%#6&/1 -3"," *," +"m >/ ./8.,"$( 4.8.("& .+ 6+"8 (% $*("0%,.l" $%+(+ (3*( *," ,"P6.,"8 (% $%&7#"(" (3" G%4= 46( :%6#8 /%(

/"$"++*,.#; 4" $*("0%,.l"8 6/8", 8.,"$( 4.8.("&+1 > (;7.$*# ./8.,"$( $%+( .+ $%&7*/; %

8.,"$( 4.8.("&+1 -3"+" *," +.&.#*, (% ./8.,"$( .("&+= 46( (;7.$*##; $%/(*./ 8.,"$( $%+( 8%##*,+1 > (;7.$*# "?*&7#"

%9 * 3%#8./0 *$$%6/( .+ * 4*($3 7#*/(1 A%#8./0 *$$%6/( 4.8.("&+ *," *m >/ "P6.7&"/( *$$%6/( 4.8.("& .+ 6+"8 (% 0"/",*(" (3" ,"/( %9 * 7."$" %9 "P6.7&"/(

(% 4" 6+"8 ./ (3" "+(.&*("1 @( &6+( 4" 6+"8 ./ $%/G6/$(.%/ :.(3 */ *#(",/*(" ,"/( $*#$6#*(.%/1 QP6.7&"/( >$$%6/(

4.8.("&+ *," *

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Estimating Overview

Biditem Quantities

>9(", +7"$.9;./0 (3" (;7" %9 4.8.("&= $%&7#"(" (3" 4.8.("& ,"$%,8 4; "/(",./0 * W.8 d6*/(.(;= 2/.( (;7"= */8 -*5"%99

d6*/(.(;1

-3" -*5"%99 d6*/(.(; .+ ./("/8"8 (% 3*

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Estimate Entry Tree View

-3" Q+(.&*(" Q/(,; m -,"" n.": +$,""/ .+ (3" ,"$%&&"/8"8 &"(3%8 %9 $%+( "/(,; 9%, 7,*$(.$*#.(; */8 "*+"

,"+%6,$" 8"(*.#+ $*/ 4" "/(","8 *( (3" ,.03(1 -3.+ #*;%6( &*5"+ (3" -,"" n.": +$,""/ * $(.

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Estimating Overview

Create Activities

F1 @/ (3" #"9( 7*/"= +"#"$( (3" 4.8.("& (3*( ;%6 :%6#8 #.5" (% $,"*(" */ *$(.

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Add/Sort Activities

-% *88 %, +%,( *$(.

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Estimating Overview

Modify Crew

.$%/ *( (3" ,.03(1

)3*/0"+ 3"," %/#; *99"$( (3" $,": ./ (3" $6,,"/( *$(.

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Handling Material and Subcontractor Quotes

2+" (3" d6%(" B64+;+("& (% (,*$5 *## &*(",.*# */8 +64$%/(,*$(%, P6%("+ ;%6 ,"$".

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Estimating Overview

Add Resources to Quote Folders

F1

D1 )#.$5 (3" >88 X"+%6,$"+ (% d6%(" Z%#8",+ #./5 (% %7"/ (3" B"#"$( X"+%6,$"+ 9%, d6%(" Z%#8", :./8%:1

N1 )#.$5 (3" 4%? (% (3" #"9( %9 (3" 8"+.,"8 ,"+%6,$"U+V1 -3.+ 7#*$"+ * $3"$5 &*,5 /"?( (% (3" ,"+%6,$" */8 76##+ "

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Add Vendors to Quote Folders

F1

D1

Create a New VendorF1 Q/(", * $%8" %9 67 (% FD $3*,*$(",+ 9%, (3" )RQ\>nQEF^ 9%, >$&" \*

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Estimating Overview

Add Multiple Vendors at Once (Advanced and Comprehensive Only)

F1 )#.$5 (3" \6## @/ R6#(.7#" n"/8%,+ #./51

D1 @/ (3" >88 $%#6&/= +"#"$( (3" $3"$5 4%? %9 "*$3 8"+.,"8

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Changing Subcontractor & Material Costs Without Using the Quote System

2+" (3" )3*/0" R*(",.*#c[(3", X"+%6,$" )%+(+ :./8%: (% ,"$$"++ (3" :./8%: (3,%603 (3" Q8.( (*4 %, 4;

$#.$5./0 (3.+ .$%/ %/ (3" HeavyBid(%%#4*,1

e%6 $*/ $3*/0" (3" $%+( %9 &*(",.*#c%(3", ,"+%6,$"+ ./ *

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Estimating Overview

Summarizing Costs and Finalizing Prices

Bid Summary

R*,567= *88%/+= 4%/8+= */8 ./8.,"$( +7,"*8+ *," 3*/8#"8 ./ (3" W.8 B6&&*,; +$,""/1 >$$"++ (3.+ +$,""/ 4;

+"#"$(./0 B6&&*,; (*4 h B6&&*,; %, 4; $#.$5./0 (3" +6&&*,; .$%/ %/ (3" (%%#4*,1

[/ (3" ./.(.*# -%(*#+ (*4= &*,567 $*/ 4" *77#."8 0#%4*##; (% (3" "+(.&*(" 4*+"8 %/ $%+( (;7"1

>88%/+ */8 4%/8+ 3*

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Standard Markup in Bid Summary

-3" )%+( W*+.+= R*,567 i= */8 R*,567 *&%6/(+ *," 8.+7#*;"8 9%, "*$3 (;7" %9 $%+( */8 9%, (3" "/(.," G%41

e%6 $*/ $3*/0" (3" R*,567 i *+ /"$"++*,;1

Standard Spreads in Bid Summary

B7,"*8 ./+(,6$(.%/+ +7"$.9; 3%: (% 8.+(,.46(" ./8.,"$(= &*,567= */8 *88%/c4%/8 $%+(+1

B6&&*,.l./0 */8 +7,"*8./0 8"(",&./"+ (3" ]4*#*/$"8^ 7,.$"+ 9%, (3" 4.81

-3"+" 8"9*6#(+ $*/ 4" %

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Estimating Overview

Addons Tab in Bid Summary

>88%/+ *," 6+"8 (% *88 &.+$"##*/"%6+ $%+( %, &*,567 (% (3" 4.8 4*+"8 67%/ *## %, 7*,( %9 (3" 8%##*,+ ./ (3"

"+(.&*("1 )#.$5 (3" W*+.+ hh $%#6&/ 3"*8", (% +7"$.9; (3" 4*+.+ 9%, (3" *88%/1

-% ,"$%,8 (3" *88%/ *+ $%+( 9%, ,"7%,(./0 76,7%+"+= +"#"$( (3" )%+( $3"$5 4%?S %(3",:.+"= (3" *88.(.%/*# 8%##*,+ *,"

,"$%,8"8 *+ &*,5671

Notes

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Bond Tab in Bid Summary

2+" (3" W%/8 (*4 (% 8% (3" 9%##%:./0T

+"#"$(.%/ 46((%/ (% 76##

9,%& * #.+(1 R%8.9; (3" 8"+$,.7(.%/ */8 W%/8 -*4#" ./9%,&*(.%/ *+ /"$"++*,;1 +"#"$(.%/ 46((%/ (% $3%%+" * (*4#"1 e%6, +"#"$(.%/ :.## *#+% *77"*, *(

(3" 4%((%&I#"9( %9 (3" -%(*#+ (*41

Notes

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Estimating Overview

Bid Pricing

>9(", +6&&*,.l./0 (3" "+(.&*(" ./ W.8 B6&&*,;= HeavyBid(*5"+ (3" (%(*#+ */8 7,%T -3" 7,.$" .+ ]9,%l"/^ */8 $*//%( 4" $3*/0"81 Z,""l" 4; "/(",./0 ]Z^ ./ (3" B(*(6+ $%#6&/= %,

6/9,""l" 4; 8"#"(./0 (3" ]Z^1 e%6 $*/ *#+% $#.$5 (3" Z,""l" 46((%/ (% 9,""l" */8 6/9,""l" .("&+

IC/#%9: +,,/09$ =I>T -3" 4.8.("& .+ * $#%+./0 *$$%6/( */8 $*/ ,"$".

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Rounding Routine

-% *6(%&*(.$*##; ,%6/8 ;%6, 7,.$"+ U"101= (% (3" /"*,"+( 8%##*,V= 6+" (3" X%6/8./0 X%6(./"1 >$$"++ (3.+ %7(.%/ 4;

$#.$5./0 [7(.%/+ #./5 h X%6/8./0 X%6(./"1

"#$%:%,5./0 :.(3 7,.$"+1 -3.+ $*/ 4" 8%/" 9,%& (3.+ +$,""/ 4;

$#.$5./0 (3"

B6&&*,; 46((%/1

H%(" (3*( (3" W*#*/$"8 -%(*# */8 W.8 -%(*# &*; /%( &*($3 86" (% ,%6/8./0 (% (3" /"*,"+( $"/( ./ (3" W.8 \,.$./0

+$,""/1 e%6 $*/ ,"$(.9; (3" 8.99","/$" &*/6*##; %, 4; $#.$5./0 (3" )#%+./0 >$$%6/( X%6(./" #./51 X6//./0 (3"

)#%+./0 >$$%6/( X%6(./" +"

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Estimating Overview

Reviewing the Estimate

[/$" (3" $%+( "/(,; 7%,(.%/ %9 46.#8./0 (3" "+(.&*(" .+ $%&7#"("= .( .+ .&7%,(*/( (% ,"

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&.+(*5"+1 Q*$3 (*4 3*+ ./9%,&*(.%/ 7",(./"/( (% (3" (*4 3"*8./01

\%("/(.*# 7,%4#"&+ *," 3.03#.03("8 ./ ;"##%:1 H%(" (3*( (3"+" *," /%( *#:*;+ ",,%,+= 46( +.&7#; 7%("/(.*# 7,%4#"&+1

-3.+ .+ * 7%:",96# 9"*(6," %9 HeavyBid= */8 .+ */ .&7%,(*/( (%%# (% ,6/ :3"/ $%&7#"(./0 * 4.81

Notes

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Estimating Overview

Reports

HeavyBid7,%

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Direct Cost Report

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Estimating Overview

Bid Proposal

\,%7%+*#+ 0,%671 A","= ;%6 $*/ +"#"$( * )%/$.+"= )6+(%&.l"8= %, !%,8 4.8 7,%7%+*# U>8

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APPENDIX

Quick Reference Guide

Most Commonly Used Navigation

Techniques

!"#$ &'"()*+

"#$%& '(()* $%)+, )+ -))# .'(

"#$%& '(()*, '- /01/, )2 -'.#/,

3(/,, "456789: '+0 "4567;,

3(/,, 3?@8 A3 '+0 3?@8 :,

3(/,, CD '+0 CE &/>,

3(/,,, A3 ?55,

3(/,, CG &/>

3'/'0' &'"()*+

"#$%& HIJ 0/#/-/ $%)+ )+ -))# .'(

3(/,, "4567: &/>,

3(/,, F;KC47CG &/>,

,-'. 4'/5

3(/,, CL &/>

F/#/%- ;863 -'. M ;/'N>O$0 ;/#P CL

67-0

3(/,, 8F" &/>

Cost Entry

6+0-8#0' 9#: ;

Cost Editing

6*-0 9#: ; ? @A#$B' 6+0-8#0' 3#0#

!'0C5 9#: ;

Typical Steps in Creating an Estimate

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Appendix

3D 6$0') 6+0-8#0'

6D K)-$0 6+0-8#0'

LD !C88#)-M' 6+0-8#0'

ND 0'-' -) %#$P.)'(0

6,1+-7

6,1+-4

6,1+-8 3($+- (/P)(-

6,1+-9

6,1+-1 ?.'+0)+ %Q'+1/, ('-Q/( -Q'+ ,'N$+1

6,1+-/

6,1+-:

6,1+-;

6,1+-<

6,1+-.97 C$+0 #',- (/%)(0

6,1+-54=.

6,1+-!%

6,1+-!'

E0A') S'J+

,*>

/5?!,-,*>

.9,.1

./6

8*@. 28 F%'+ -'.#/ .'%&*'(0,

8*@. 74A9 F%'+ -'.#/ 2)(*'(0,

28 *114A

74A9 *114A =)N/ 0)*+ )+/ #$+/ $+ -'.#/,

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Code Structure

HeavyBid

>?7?,.= - *6,?:?,3 - 1./4216.

G-*-0'8

!"#"$%& ()#%*))+

!"#"$%& ,-.%/

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Appendix

Master Estimates

K+ HeavyBid

Managing Estimates

@)'#0' 6+0-8#0' ;@9&1=@>

E5'$ 6+0-8#0' ;@9&1=E>

3'/'0' 6+0-8#0'

G#"O U5 6+0-8#0'

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Glossary

#"0-2-0J

:-* VC#$0-0J

:-*-0'8

HeavyBid

:C)*'$

"A-/* :-*-0'8

"/-'$0 $C8:')

"($+0)C"0-($ 8#0')-#/

")'.

*-)'"0 :-*-0'8

'VC-58'$0 #""(C$0

IC'/ )#0'

A(/*-$B #""(C$0

-$*-)'"0 :-*-0'8

-$+-*' )'$0

/("#/

/-:)#)J :-*-0'8

/-:)#)J '+0-8#0'

8#+0') '+0-8#0'

$($F#**-0-2' :-*-0'8

(C0+-*' )'$0

5#)'$0 :-*-0'8

5')8#$'$0 8#0')-#/

)'$0 )#0'

)'+(C)"'

+'/IF5')I()8'* .()O

+J+0'8F.-*'

0#O'(II VC#$0-0J

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Appendix

More Learning Options

Help Videos

)#.$5 (3.+ .$%/ (% :*($3 3"#7 #+% 7,"

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Notes

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Notes

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Notes

hb101 booklet

Documents