| Session 1 — Thursday 2:00 – 3:15 |
HeavyBid Joint Venture Discussion |
We'll discuss the Joint Venture subsystem in HeavyBid, including:
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How joint venture partners can prepare estimates independently and bring them together to be compared/analyzed in HeavyBid.
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Defining Joint Venture Setup information (partners, responsibility, cost groups, etc.)
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Importing/entering “agreed upon” job items and partner estimate cost data for the job items and review.
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Comparing and analyzing job and partner data.
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Mastering Estimate Entry (Repeated) |
Review the tools, options, tabs, and screens available to quickly enter costs into an estimate. Learn about functions accessible from the Estimate menu in HeavyBid. Understand how and when to use various methods of entering an estimate, including the Estimate Entry - Tree View, Spreadsheet View, Single View, Quick Sub/Material Entry, and Unit Cost Entry. Learn several advanced entry techniques, including use of notes, calculation routines, activity codebook, activity summary sorts, user-defined activity quantities, factoring controls, filters, add-ons by percent, and mix-design factors.
This class is repeated on Friday from 1:30 – 2:45. |
Quote System Part I: Quote Fundamentals (Repeated) |
Get started with HeavyBid's powerful Quote System. Learn how to create quote folders and link them to the vendors you will receive quotes from. Enter quoted prices for any subcontract items or material suppliers, then select a vendor, and automatically update the estimate with these prices.
This class is repeated on Thursday from 3:30 – 4:45. |
| Session 2 — Thursday 3:30 – 4:45 |
| Quote System Part I: Quote Fundamentals (Repeated) |
Get started with HeavyBid's powerful Quote System. Learn how to create quote folders and link them to the vendors you will receive quotes from. Enter quoted prices for any subcontract items or material suppliers, then select a vendor, and automatically update the estimate with these prices.
This class is repeated on Thursday from 3:30 – 4:45. |
| Quote System Part II: Automating the Quote System (Repeated) |
Learn how to set up the Quote System to automatically populate quote folders with resources and/or vendors into the current estimate. Use this feature to save time instead of manually adding quote folder items and vendors.
This class is repeated on Friday from 9:30 – 10:45. |
| Using the Preferences Menu in HeavyBid |
Learn about all the different system preferences you can set in HeavyBid, including estimate, user, and system-specific. Examples include display options, program defaults for master estimates, locations for backup/export folders, and settings to integrate HeavyBid and HeavyJob data. |
| Session 3 — Friday 8:00 – 9:15 |
| Differences Between HeavyBid Basic, Advanced, and Comprehensive |
Ever think about upgrading to the next level of HeavyBid? Come see if upgrading is right for you. |
| Quote System Part III: Self-Performed Work |
Learn how to set up self-performed work activities in the estimate so you can compare your costs to subcontract costs. This allows you to use the Quote System to choose between using your costs or subcontract costs for doing the work. |
| Setting Up HeavyBid for Electronic Bidding Interfaces |
This class will provide the steps necessary to tailor HeavyBid's powerful electronic bidding feature to your company's needs. Course material will cover creating a library estimate, building an activity codebook, populating the biditem codebook, and tying all of these elements together to bring speed and efficiency to your operation. Guided discussion will shed some light on overcoming speed bumps commonly encountered during setup. You should leave this class with information to make a good plan for streamlining your electronic bidding process. |
So You've Finished Your Cost Estimate…
(Repeated) |
Learn techniques for taking a completed cost estimate through the review and close-out procedures. Discover tools that let you check your estimate for errors, walk through necessary steps in summarizing, pricing, and closing your estimate, and KNOW how much money you have in the bid.
This class is repeated on Friday from 11:00 – 12:15. |
| Understanding the HeavyBid Accounting Interface |
Learn the techniques for quickly importing initial budget information from HeavyBid to your accounting system. Learn how to link accounting codes to your HeavyBid codes, extract your budgets at the biditem, activity, or resources level, and view the extent of data available to export, including billing and purchase order information. |
| Using Historical Data for Estimating |
Learn how to use HeavyBid's Bid History to track past bids, compare current estimates with past bid prices, calculate the average unit price for a specific item, and compare your historical bid prices to competitors' historical bid prices. You will also learn how to use the Cost History feature to analyze how an activity/biditem was estimated in the past and how much it actually cost to perform the work. Get key information, such as average MH/Unit, average Units/MH, and average Unit Cost. With this information at your disposal, you have a tremendous advantage over your competitors! |
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| Session 4 — Friday 9:30 – 10:45 |
| HeavyBid Discussion |
Participate in an open discussion about HeavyBid and its features, development, and future direction. |
| Preparing Bid Forms |
Learn the different ways to prepare professional looking bid proposals. We'll also cover the use of subtotals, note and header lines, standard and customized bid proposals, as well as sending proposals to Microsoft® Excel. |
| Quote System Part II: Automating the Quote System (Repeated) |
Learn how to set up the Quote System to automatically populate quote folders with resources and/or vendors into the current estimate. Use this feature to save time instead of manually adding quote folder items and vendors.
This class is repeated on Friday from 9:30 – 10:45. |
| Quote System Part IV: What-Ifs and DBEs |
Use the Quote System to manage and meet your minority goals. Analyze the current minority dollars and use What-If scenarios to see how selecting different vendors affects your estimate and minority dollars. |
| Understanding HeavyBid Reports |
Go beyond the everyday reports you are used to running in HeavyBid, and uncover information you may not even know exists. We will explain what each report does and its value to you. Learn to customize query reports for the bid review and see how reports can vary according to the estimate. |
| Session 5 — Friday 11:00 – 12:15 |
| Bidding as a Prime and a Sub in the Same Job |
If you're bidding jobs both as the prime and a subcontractor, maintaining multiple estimates with the same items can be tedious, time-consuming, and cumbersome. HeavyBid's newly redesigned proposal preparation system will save you time by allowing you to bid as both within the same estimate. Specify the items you want to submit to other prime contractors, price them independently from the estimate, and submit to multiple contractors, all at the same time. |
| Conforming the Estimate |
So HeavyBid helped you win the bid. Now what? Learn how to use HeavyBid features to “conform” the winning bid before exporting the budgets to HeavyJob or your accounting system. |
| Cross Estimate Analysis |
This class will focus on HeavyBid's Estimate Management view, a helpful utility allowing you to track important stats on all your estimates. Estimate Management allows chief estimators to see how many estimates they've won in a year, how much asphalt is scheduled to come from their plants, and many other important indicators. We'll also cover how to use filters and key indicators to make the most of the Estimate Management utility. |
| Handling Multi-Year Escalation |
This class will walk through and discuss the new multi-year escalation in HeavyBid. In the past, users had to either enter an average escalation for the estimate or make a detailed schedule to prorate escalation throughout the estimate. Now, with HeavyBid 2009, you will be able to set escalation by time frames, usually years, quickly and easily. |
| Power of the HeavyBid Edit Menu |
The ability to leverage your existing and historical estimating data is one of the most powerful capabilities in HeavyBid. Copying from estimate to estimate is one of the most effective and efficient ways to do so and is only one of the many tools available in HeavyBid's Edit menu. Learn when, why, and how to use each of the tools in the Edit menu as well as how to copy complete estimates, partial estimates, individual activities, and system codebooks. |
| So You've Finished Your Cost Estimate… (Repeated) |
Learn techniques for taking a completed cost estimate through the review and close-out procedures. Discover tools that let you check your estimate for errors, walk through necessary steps in summarizing, pricing, and closing your estimate, and KNOW how much money you have in the bid.
This class is repeated on Friday from 11:00 – 12:15. |
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| Session 6 — Friday 1:30 –2:45 |
| Assemblies and Calculation Routines |
Learn how to set up calculations to be used to automatically calculate numeric values for an activity or resource, as well as set up components to add or update activities and resources in your estimates. Upon completion of the class, you'll have learned how to create assembly routines in Estimate Entry for updating or adding activities and resources in your estimates based on values you enter. |
| Basic Bid Closing (Repeated) |
Learn how to make bid adjustments, price items, and close the bid using HeavyBid. Discuss various closing schemes and procedures as well as the best way to maintain control of an estimate during the closing.
This class is repeated on Friday from 3:00 – 4:15. |
| Comprehensive Labor Setup |
This course covers setting up complicated labor work rules, work times, taxes, and benefits as associated with various union agreements for markets such as New York City. |
| Current Trends in Estimating (Discussion) |
This is an opportunity to talk with other estimators and discuss topics outside the realm of HCSS products. This is a great opportunity to hear what estimators across the nation are working through. |
| Handling Alternates |
HeavyBid provides important features to help estimators figure alternates, whether you are trying to estimate different methods of doing the same work to find the most effective solution or you are giving an owner a menu of options to choose from. If you find yourself making multiple estimates to bid a single job, come learn about the tools HeavyBid provides and how they apply to the different situations an estimator can face. |
| Mastering Estimate Entry (Repeated) |
Review the tools, options, tabs, and screens available to quickly enter costs into an estimate. Learn about functions accessible from the Estimate menu in HeavyBid. Understand how and when to use various methods of entering an estimate, including the Estimate Entry - Tree View, Spreadsheet View, Single View, Quick Sub/Material Entry, and Unit Cost Entry. Learn several advanced entry techniques, including use of notes, calculation routines, activity codebook, activity summary sorts, user-defined activity quantities, factoring controls, filters, add-ons by percent, and mix-design factors.
This class is repeated on Friday from 1:30 – 2:45. |
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| Session 7 — Friday 3:00 – 4:15 |
| Basic Bid Closing (Repeated) |
Learn how to make bid adjustments, price items, and close the bid using HeavyBid. Discuss various closing schemes and procedures as well as the best way to maintain control of an estimate during the closing.
This class is repeated on Friday from 3:00 – 4:15. |
| Understanding Bid Summary Spread Methods |
This class will cover how HeavyBid gets to a Balanced Price for each biditem after inputting basic costs, markup percentages, add-ons, bond, and any number of overrides. We will clarify what's happening behind the scenes. |
| Using HeavyBid Scheduling and Cash Flow |
Determining projected schedule and cash flow is a strong measure of financial health. Build the job schedule by easily scheduling your activities and biditems.With HeavyBid Cash Flow, see how to track income vs. expenses as the estimate progresses by using features such as assigning time lags, designating on-site materials, and advanced payment adjustments. Learn how to generate a cost and revenue curve to illustrate your cash flow. |
