How often have you bid jobs that were very similar to jobs you’ve bid in the past? Jobs such as apartment complexes, franchise restaurants or chain stores can be nearly identical from one job to the next. In these instances, creating a Template Job could save you a great deal of time.
A Template Job is one that you set up with all the basics of a common job; all you need to do is make a copy of it, change a few details, and your job is done. For example, a motel chain is generally the same from one project to another. Each motel has the same kinds of rooms; the only difference is how many of each room you have to work with. This is a perfect opportunity to use a Template Job.
Begin by creating a new job, and give it a name that indicates this job is a Template for this motel chain. For example, you could name it The Hilton Garden Inn or something similar. Since you probably don’t need to break down fixtures, receptacles, branch, telephones, and so forth, rename the default Phase Tree to the room type.
For example, let’s say you have a room that’s a single king – rename the first default phase ‘Fixtures’ to ‘Single King’. This phase will have all the lighting, device and branch material for that room type. Continue to modify your phase tree for each additional room type. Do the same thing for Penthouse suites, common areas, lobby, etc.
Use the Phase Tree to the left as an example. Each Phase (room type) will contain all the material that will be needed to rough and fit-up.
Now when you get another project for that chain, you can:
1.) Select the Template job
(The Hilton Garden Inn) in Job Registration.
2.) Click ‘Save As’ and give the job a new ID and name.
3.) Edit the tax rates and location as necessary.
4.) Open the ‘SINGLE KING’ phase in Takeoff.
5.) Highlight all the items in the phase, right-click, and select ‘Cut’.
6.) Right-click in the empty audit trail and select ‘Paste Append’.
7.) When the Settings dialog appears, change the multiplier to the number of single king rooms that there are for this project.
8.) Click OK, and all of the single king rooms are now taken off.
9.) Repeat the process for each of the phases(room types) you need for this job.
10.) Enter any adjustments for the service, feeders etc.
11.) Recalculate the Takeoff to bring all the material prices up to current levels in the database our use Net Pricer.
12.) Go to Bid Recap, make any adjustments, and submit the bid.
This process can be used for any common or similar projects you are responsible for: multi-families, schools, hospitals, retail malls, etc. In some cases, you may want to use sub-phases so you can track fixtures, branch power, feeders, etc. instead of room types as we did in the example. Simply set up the phase tree to meet your needs.