Self Perform/Labor Productivity - Format Budget Import Spreadsheet
Self Perform/Labor Productivity - Format Budget Import Spreadsheet
Budget Templates can be found on SwinNet - CMiC Site
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STEP 1: Input a Y to designate which phase codes you want to use on the project.
NOTE: Use the master phase codes. If you need to create Custom Phase Codes, you can add these at the bottom of the spreadsheet.
NOTE: Please use codes 703001 thru 704999 if you are going to create Custom Phase Codes.
NOTE: Custom Phase Codes will need to be put into CMiC via a PCI prior to importing.
STEP 2: Tab to the Category Code and for your labor use 71111
STEP 3: WM should be hr
STEP 4: Input your Cost Budget, which in turn updates your Revenue Amount.
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STEP 5: Once completed and your budget amount matches your contract, make sure to filter your spreadsheet by "Y"
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STEP 6: Click on the Labor Productivity Tab.
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STEP 7: Click the Create Labor Productivity button in the upper left hand corner.
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STEP 8: The spreadsheet double checks you filtered by the "Y"
NOTE: The information from the Phase Code tab populates the Labor Productivity tab
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STEP 9: Cost Quantity is your "Input" information. (For HR WM, Cost Quantity is the number of hours it is going to take you to complete the task)
STEP 10: Cost Budget Estimated Rate/Price "Input". (For HR WM, this would be your Crew Rate for that task)
STEP 11: Output Productivity Phase WM Code. (Example: Concrete would be CY)
STEP 12: Output Productivity Phase Quantity. (Example: Concrete. How many CY do you need to complete your task)
STEP 13: Click the Finish & Create Bid Items Button
STEP 14: Click Don't Save
STEP 15: A .csv file will be saved to your desktop.
Next go to the Import Budget Instructions, Import Budget Spreadsheet