Course Description
This course aims to build on the knowledge learnt in the iTWO costX Fundamentals course. It will inform and demonstrate the principles of zone categories and zones, rate libraries and coding and sorting using CostX®.
info The exercises are based around the use of example files and templates which have been developed for demonstration and training purposes only. Actual implementation of the software and templates will depend on users own resources and specific reporting requirements.
- Updated 12 April 2019
- Version 6.8
- Modules (ZC) 3
- Modules (RL) 7
- Modules (CS) 2
- CPD 7 hours
Course Features
Course Content
- Zone Categories and Zones (ZC)
- Rate Libraries (RL)
- Coding and Sorting (CS)
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Module 1 Course Setup
In Module 1 we shall import a CostX® Project file, incorporating previously created CostX® Building files, which will be used as the basis for conducting this training exercise. We shall also import a copy of the Rate Library that was used in the preparation of the Building.
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Module 2 Measuring Dimensions into Zones
In this example all of the dimensions already measured have been allocated into zones and it is therefore possible to isolate quantities by their designated zone, thereby returning the associated cost. In this module we shall set up an additional zone for this project and apply it to both new and existing dimensions. We shall then use these zoned dimensions to analyse the estimate.
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Module 3 Using Zones in Workbooks
In this module we will review how the zones can be utilised to easily filter quantities within the workbooks, for example to split Cost Plans or Cost Estimates into different parts of a project as is often required by Clients. For more assistance in using the Zones functionality, please refer to process flowchart “PFC 9-2 Creating and Using Zones”.
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Module 1 Course Setup
In Module 1 we shall import a CostX® Project file, incorporating previously created CostX® Building files, which shall be used as the basis of conducting this training exercise. We shall also import a copy of the Rate Library that was used in the preparation of the Building.
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Module 2 Creating and Using Rate Libraries
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Module 3 Locations
In this module we will review the Locations area of System Administration then review and amend an Excel derived .csv rate library to account for different pricing in different locations. We shall then import this library into CostX® and use it to compare pricing across the different locations.
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Module 4 Rates & Rate Libraries
In this module we shall explore built up rates in the workbook Rate sub-sheet, explore built-up rates in a Rate Library, then look at copying these built-up rates between the workbook and Rate Library.
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Module 5 Rate Library Maintenance in System Administration
In Module 5 we shall look at how to export information from CostX® to Excel®, how to generate reports from existing templates and how to create and edit your own report templates. In this we shall look at selecting what data appears on the report and how it is grouped, amending the page layout and adding a logo, and how to preview, save and filter your report.
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Module 6 Default Rate Libraries
In Module 6 we will now create a copy of the ‘Workbooks Training Rates (-followed by your name)’ rate library and use it to introduce the concept of default rate libraries
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Module 7 Generating a Workbook from Dimension Groups
Throughout this course we have looked at creating workbooks by dragging-and-dropping the available content from the various libraries within CostX®. Alternatively, it is possible to generate a workbook automatically based on the contents of the Dimension Groups. This is a powerful function, especially when the Dimension Groups have been generated from a BIM Template or Model Map import.
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Module 1 Introductory Coding Exercise
In Module 1, we will go through an Introductory Coding Exercise, which covers setting up a project, setting up and using a code library, and then generating a workbook grouped by code.
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Module 2 Advanced Coding Exercises
This module will cover more advanced coding exercises including trade, LPM (Labor, Plant and Material) and resource analyses, then a multiple Coding analysis.
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Appendix Coding Overview & Reference
This section is intended as a reference for coding features and functionalities.
