© 2009 Bentley Systems, Incorporated Harvesting Quantities with GEOPAK V8i

© 2009 Bentley Systems, Incorporated 2 | Topics Generating quantities in Design & Computation Manager (D&C Manager) Exporting quantities to Quantity Manager Setting project preferences in Quantity Manager Importing pay items and funding from Trns*port into Quantity Manager Adding manual quantities Creating reports of quantities Exporting quantities to Trns*port

© 2009 Bentley Systems, Incorporated 3 | Workflow Philosophy Design project using D&C Manager and/or Civil Platform geometry with features. Tag those elements that are to be quantified based on a chain other than the main baseline chain with an adhoc attribute defining the chain. Check quantities as the project progresses to ensure accuracy. Create shapes for odd area quantities. Export CAD quantities to Quantity Manager and add manual quantities. Generate reports in Quantity Manager and export quantities to Trns*port.

© 2009 Bentley Systems, Incorporated 4 | Quantity Manager Workflow Quantities from design files –Create –Update –Delete Non-graphic quantities (manually calculated) –Add adhocs Create reports Export to Trns*port

© 2009 Bentley Systems, Incorporated 5 | D&C Manager Overview Each item represents a definition of a specific design feature. An icon is shown with each item that represents the function of the item as defined in the database. The 3 icons are: Calculator (Defines quantity parameters) Paintbrush (Drafting settings) Report icon (default – minimum settings)

© 2009 Bentley Systems, Incorporated 6 | Display Settings The “One Color Display” toggle temporarily changes the display of elements on the screen to one common color, and then the user may specify additional elements to be viewed in their original colors. This tool enhances visualization when reviewing quantities. The toggle “Highlight in Computation” highlights each element as it is computed.

© 2009 Bentley Systems, Incorporated 7 | Design Settings Element Connectivity - sets the maximum gap tolerance and deduction tolerance used in computations and the drawing scale for cells and line styles.

© 2009 Bentley Systems, Incorporated 8 | Compute Settings Define an adhoc attribute name for tagging elements that are to based on a specific chain. Select database driver. Available options are Microsoft Access, SQL or Oracle. Toggle on the Purge quantities for deleted DGN elements & Create Adhoc Attribute Table

© 2009 Bentley Systems, Incorporated 9 | Computation Units Customizable Formulas can contain adhocs

© 2009 Bentley Systems, Incorporated 10 | Computing Quantities in D&C Manager The Extents option determines which elements are included in the set. Range also affects the selection. If Range is active, then the constraints for both must be met for the element to be computed. The Baseline Reference can be a chain, a DGN element or use no reference at all. If an element has an adhoc tagged with the value of the chain to be used for reports, then the information generated will be based on that specific chain.

© 2009 Bentley Systems, Incorporated 11 | Computing Quantities in D&C Manager If an adhoc is tagged to an element with the value of the chain as defined in the compute settings, then the information generated will be based on that specific chain.

© 2009 Bentley Systems, Incorporated 12 | Exporting Quantities to Quantity Manager The export format DBMS must be selected. The output is stored in a database file. Additional pay items and quantities can be added to this file at any time, by setting the append option. The phase can be selected from the drop-down list or keyed in.

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© 2009 Bentley Systems, Incorporated 14 | Using Quantity Manager

© 2009 Bentley Systems, Incorporated 15 | Overview of Quantity Manager Direct interface with the D&C Manager. Application for managing all quantities. Organizes quantities by pay items, stations, units of measure, etc. Provides for special rounding and lump sum items. Supports CAD quantities as well as non-graphic quantities. Interfaces with Trns*port. Custom report capabilities in PDF, HTML and CSV formats. Cost estimates & cost comparisons.

© 2009 Bentley Systems, Incorporated 16 | Quantity Manager Configuration File The file is qm.cfg and is located in the..\geopak\classes\ folder. This file contains variables that define the format and/or search path of several functions in Quantity Manager.

© 2009 Bentley Systems, Incorporated 17 | Accessing Quantity Manager To activate, select Applications > GEOPAK Road > Quantity Manager or click on the Quantity Manager icon as shown to the right. If the database was created in D&C Manager select Open and choose the previously created database. If not select New, to create a new database.

© 2009 Bentley Systems, Incorporated 18 | Quantity Manager Interface Payitems Quantities Element info

© 2009 Bentley Systems, Incorporated 19 | Customizing the User Interface The Quantity Manager interface can be customized to show specific quantity information in various display formats. This allows the user to easily review and sort their quantities. View formats: –Tree view –Table view –Horizontally tiled panes –Adjustable windows and sashes –Show/Hide/Adjust/Move columns –Sort-able columns –View quantities by phase

© 2009 Bentley Systems, Incorporated 20 | Pay Item Tree Pay items Quantities Elements Right click on the quantity pane to customize

© 2009 Bentley Systems, Incorporated 21 | Pay items Pay Item Table

© 2009 Bentley Systems, Incorporated 22 | Recommended Initial Steps Prior to working with the actual quantities it is recommended that the user define and setup the project information. If the quantities are to moved into Trns*port from Quantity Manager, this information should exactly match the project information in Trns*port. –Define Project Properties –Define Project Preferences –Define Payers and Funding Rules

© 2009 Bentley Systems, Incorporated 23 | Project Properties The Project information should match Trns*port. Trns*port has a 13 character limit. This data can be exported from Trns*port and imported directly into Quantity Manager. All pay items are dependent on the Spec Year. If the project information was exported with the quantities from D&C Manager it will display automatically. Note: click on the Project to import project information from XML file from Trns*port.

© 2009 Bentley Systems, Incorporated 24 | Project Preferences Toggle on the Enable Adhoc Attribute Editing option if adhocs will be added to quantities in Quantity Manager. For example: Adhocs can be added that are automatically used for the reports. Select the master pay item list exported from Trns*port. It is in a XML file format. Note: the spec year defined in the Project Properties must match the spec year in the pay item XML file. Define the Display Accuracy.

© 2009 Bentley Systems, Incorporated 25 | Master Pay Item XML File from Trns*port The XML file contains: –Spec year –Unit (English / Metric) –Project ID –Classification –Payitem information Id (name) Unit (LF, SF…) Short description Long description Project specific supplemental description*

© 2009 Bentley Systems, Incorporated 26 | Funding Funding is defined by payers (the funding source) and the funding rule (the list of payers and their corresponding participating percentages). The Funding dialogs are accessed from Funding > Payer and Funding > Rule.

© 2009 Bentley Systems, Incorporated 27 | Creating Payers Payer consists of payer name and description. If a file of the payers had been exported from Trns*port they can be imported by clicking on the browse button and selecting the desired payers for import.

© 2009 Bentley Systems, Incorporated 28 | Creating Payers To create new payers in Quantity Manager, click on the New icon and define the payers name and description.

© 2009 Bentley Systems, Incorporated 29 | Payer XML File from Trns*port QM will import the list of payers from Trns*port but the percentage must be defined as part of a funding rule by the user.

© 2009 Bentley Systems, Incorporated 30 | Creating a Funding Rule Assign percent of participation to existing payers. Note: The total participation for a rule should add up to 100%. If the total participation doesn’t add up to 100% it will warn, but allow the definition of the rule. Assign station range of influence if applicable, per payer. A default funding rule can be applied to each phase.

© 2009 Bentley Systems, Incorporated 31 | Creating a Funding Rule Note: If the same payer participation is needed outside the station range, an additional funding rule must be created. Click on the new icon and define the name of the rule, then assign the payer participation and any station restrictions.

© 2009 Bentley Systems, Incorporated 32 | Funding Computation by Payer baseline SF * 0.8 = SF State * 0.2 = SF City 80% State 20% City

© 2009 Bentley Systems, Incorporated 33 | Funding Computation by Payer Based on a Station Range baseline Max Station Min Station SF d1 d (d1/d2) * 0.8 State 80% State 20% City (d1/d2) * 0.2 City * (1.0 – d1/d2)

© 2009 Bentley Systems, Incorporated 34 | Phases Phase is a way to group quantities. A phase has a default funding rule applied. Example phases: –DesignEstimate When the quantities are imported into Trns*port they must be assigned the phase name DesignEstimate. –Preliminary –Construction Final –Bid Estimate… Total quantities of different phases may be compared. Reports are generated based on phases.

© 2009 Bentley Systems, Incorporated 35 | Phases Phases can be defined in QM by selecting Project > New Phase or… The phase used in the D&C Manger is automatically defined in Quantity Manager.

© 2009 Bentley Systems, Incorporated 36 | Phase Properties The phase properties defines the funding rule that is automatically applied to the quantities grouped in that particular phase. Note: The phase assigned to a quantity can be changed later if necessary.

© 2009 Bentley Systems, Incorporated 37 | Boundary In addition to grouping quantities by phases, quantities can be grouped by a boundary. This is normally defined when computing quantities in the D&C Manager. Whenever sheet, by fence, by station range, by view, or by boundary element is used as the “extents” this boundary information is passed to Quantity Manager.

© 2009 Bentley Systems, Incorporated 38 | Graphic Viewer The user can review quantities graphically by activating the Graphic viewer from the tools menu.

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© 2009 Bentley Systems, Incorporated 40 | Adding Manually Calculated Pay Items and Quantities in Quantity Manager

© 2009 Bentley Systems, Incorporated 41 | Steps to Manually Enter Quantities 1.Create a category (if needed). 2.Create the pay item (this should be selected from the pay items imported from Trns*port. 3.Add the quantities to the pay item. 1.Define the general properties. 2.Define the location properties. 3.Add adhocs if needed.

© 2009 Bentley Systems, Incorporated 42 | Categories Entered Manually All Pay Items reside under a Category. The user can create a new category by right clicking on a folder in the pay item view or by selecting Category from the Insert menu.

© 2009 Bentley Systems, Incorporated 43 | Adding Multiple Pay Items Right click on a category, then select Import PayItems (aecXML Infrastructure v33).. This option will import multiple pay items and automatically populates the pay item properties as defined in Trns*port.

© 2009 Bentley Systems, Incorporated 44 | Adding a Single Pay Item Right click on a category, then select Insert Payitem. This option allows the user to key-in the pay item properties or select one from the list of pay items in the XML file by clicking on the browse button.

© 2009 Bentley Systems, Incorporated 45 | Importing Pay Items from a CSV File Select File > Import >Pay Items >From CSV This can be from the Excel version of the Trns*port pay items

© 2009 Bentley Systems, Incorporated 46 | Adding Quantities to a Pay Item Select a pay item then right click on the item and select “Insert Quantity” Fill in the quantity “General” information. The Measurement Basis affects the reports that will be generated for the pay item.

© 2009 Bentley Systems, Incorporated 47 | Quantity General Properties The required information to tell Quantity Manager what type of quantity it is and how it is to be reported must be entered. Measurement basis Each/Linear/Area (Linear) Measurement value Count/Length/Area (L=23.5) Computed quantity Q = L*w/9 = SY Rounded quantity Q = 11 SY (if rounding = 1) Deduction quantity Net quantity net Q = rounded Q – deduction Q

© 2009 Bentley Systems, Incorporated 48 | Quantity General Properties Continued Sheet number 4, 5, 6, 6A, 6AA, 7 of 42… Run name test run Phase design, preliminary… Date & Time Remarks Description 28” tree removal Extended description big fat 28 inch Gumbo Limbo

© 2009 Bentley Systems, Incorporated 49 | Quantity Properties - Location Fill in the quantity “Location” information. For example: if you are inputting a quantity for an area calculated for length times width show the beginning and ending station. baseline Max Station Min Station

© 2009 Bentley Systems, Incorporated 50 | Quantity Properties - Adhocs Adhoc attributes can be added to quantities generated by D&C Manager or manually entered quantities. Adhoc attributes can be used to store information for reports.

© 2009 Bentley Systems, Incorporated 51 | Reviewing Quantities from D&C Manager The quantity and station values are grayed out for items generated by the D&C Manager

© 2009 Bentley Systems, Incorporated 52 | Element Content Type (line, arc, cell, etc.) Radius Delta Length Direction Beginning and ending X,Y Beginning and ending station and region

© 2009 Bentley Systems, Incorporated 53 | Merging QM Databases Quantities created by multiple users and stored in separate databases can be merged together prior to exporting the quantities to Trns*port or creating final reports.

© 2009 Bentley Systems, Incorporated 54 | Cost Comparisons The cost of each valid pay item can be imported into a QM project to do cost comparisons. By using phases to segregate payitems, cost comparisons can easily be done for proposed alternates. The import function is accessed from the File > Import > Unit Cost > From CSV (comma separated) Document.

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© 2009 Bentley Systems, Incorporated 56 | Generating Reports

© 2009 Bentley Systems, Incorporated 57 | Creating Custom Reports – Define Style Style name Description Payitem Type Export Style Document Type XSL file name

© 2009 Bentley Systems, Incorporated 58 | Pay Item Type –Each –Linear –Area –General

© 2009 Bentley Systems, Incorporated 59 | Export Style - Report Granularity Payitem Only Payitem + Quantity Payitem + Quantity + Element

© 2009 Bentley Systems, Incorporated 60 | XSL File Name + XSL File

© 2009 Bentley Systems, Incorporated 61 | Defining Report Styles The “Style” defines the output format and its content. 1)The “Define Styles” option opens the Report Styles dialog box. 2)From the Report Styles dialog box select “New” 3)Select the appropriate report style.

© 2009 Bentley Systems, Incorporated 62 | Creating Reports Select a category Select individual or groups of quantities Select the desired quantities click on the option Tools > Reports > Create is selected.

© 2009 Bentley Systems, Incorporated 63 | Creating Reports Select the Pay item to report. The specific phase must be selected prior to generation of the report. The option “All Phases” is not valid for the generation of reports. Select “Reports -> Create” Select the Report Style. PDF, CSV and HTML are the report formats available. Enter Report File Name.

© 2009 Bentley Systems, Incorporated 64 | Sample Report

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© 2009 Bentley Systems, Incorporated 66 | Exporting Data to Trns*port

© 2009 Bentley Systems, Incorporated 67 | Exporting Quantities to Trns*port

© 2009 Bentley Systems, Incorporated 68 | Naming Convention when Transporting to Trnsprt DataRestrictions Project Names<= 13 characters Funding Rules> 1 and < 9999 PhasesDesignEstimate Quantity ValueMaximum of 999,999, Pay Items Must Exist in Trnsprt Payers Must Exist in Trnsprt

© 2009 Bentley Systems, Incorporated 69 | Importing an aecXML File from Quantity Manager into Trns*port CES

© 2009 Bentley Systems, Incorporated 70 | Importing aecXML Quantities Into Trns*port The quantities will be loaded into Trns*port PES through a corresponding import function.

© 2009 Bentley Systems, Incorporated 71 | Quantities in Trns*port CES

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© 2009 Bentley Systems, Incorporated 73 | Questions? Contact Information: –Esther Barwick –