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UB2 FAQ
Knowledge Base
|
| If you use Excel 97 thru Excel 2003, Should I permit or enable Macros? |
YES
Click Enable Macros |
| If you use Excel 2007 thru Excel 2010, Should I permit or enable Macros? |
YES
Click Enable Content |
| CSI
only offers their programs as online downloads - so how do I backup
the program? |
After
downloading the file to your hard drive, copy the file to a floppy
disk or burn it to a CD for safe keeping. |
| After downloading the purchased file should I do a save as to use as my master? |
Yes - save the file as a new file name. |
| How do I familiarize myself with the program? |
To get started, you need to decide if you want to run through a new budget for practice, using the pre-input pricing, which is without a doubt inaccurate for your local and type of construction or to go through the entire budget input by input, entering the setup pricing in the MAIN and ALL SCHEDULE sections. We recommend that you first leave the pricing as programmed and run through a sample budget or two, just to get familiar with the UB2 Estimating Program. Once you feel comfortable with UB2, then start entering all your pricing (including sales tax) in both the MAIN & ALL SCHEDULE sections. When all inputs are complete, you need to type the new file name in the upper left corner of the BUDGET page just to the right of FILE NAME: We recommend leaving it as BASEUB2. Now click FILE and SAVE AS and name the file. |
| How do I print parts of the program? |
To print a section of this program…
simply highlight that area (highlighting is accomplished by placing your mouse pointer at the left most upper section of what you want to print, holding down on the left mouse button and dragging to the most lower right section of what you want to print, then releasing the left mouse button) and open file, select print, select print selection and press OK. Always make sure that your printer setup is correct! |
| Getting started. |
Click on tab marked STEP 1 SETUP to go to the SETUP. This section is the first area to setup data pertaining to a new budget. Simply fill-in the data required, then continue with the other sections that will effect this particular budget. |
| Description
shows Brick instead of Stucco? |
Check
entry cell on the Main budget Tab section for proper entry. Stucco
must be entered as "0" and Brick must be entered as "1" |
| This
appears "********" in a cell |
This
means the data entered in that cell or a cell that controls that
cell has to many characters. |
| Time
and Date are wrong |
Check
your computer clock settings and correct if necessary. |
| Data
can't be changed in certain cells. |
Many
cells throughout the program are protected so not to damage the
program. |
| What
are the small Red Triangles located in some cells? |
These
Red Triangles are comment prompts or explanations for that particular
cell. By putting your mouse pointer over the Red Triangle, a small
pop up will display containing this helpful information. |
| Built in features? |
The UB2 program was not only designed to be the fastest estimating budget, but also one of the most versatile! As you scan through the UB2 program, you will notice the word "Other" in blue type. This is a open cell for special entries and pricing to be used by you. It takes your special entry and uses it in the final calculations; thus adding more latitude to the overall program. Another custom feature is the ability to renumber the cost code numbers, which will allow this budget to match your present accounting codes. |
| Can I track my costs? |
The TRACKING section is linked directly with the BUDGET section; therefore all budgeted items agree with each other. You will find that most parts of this page explain themselves. In each cost code you have room for 3 checks and their numbers. As you progress through the building cycle and enter various checks it will show a budget analysis and a cost to complete figure, plus it will show a projected profit. If you want the variation to activate, then type 1 in the item number under variation. |
| What is the Summary? |
The summary page is an analysis of all cost per foot data relating to air-conditioned and overall total square footages per line item. This historical data will be very helpful in future jobs. |
 |
FAQ
SCH E Knowledge Base
|
| Only Programs purchased after 10/29/2010! |
As of 10/29/2010 we now offer Excel programs designed for Excel 2007 and Excel 2010 with the following file extensions:
.xlsx, .xlsm
As of 10/29/2010 we still offer Excel programs designed for Excel 97 thru Excel 2003 with the following file extensions:
.xls
If you Excel will not open the file(s), you may have donwloaded the wrong programs for your version of Office Excel. Return to the download center and download the correct downloads.
|
| If you use Excel 97 thru Excel 2003, Should I permit or enable Macros? |
YES
Click Enable Macros |
| If you use Excel 2007 thru Excel 2010, Should I permit or enable Macros? |
YES
Click Enable Content |
| What
does"#NAME?" mean? |
This
means that your Excel does not have the proper Add-Ins. Go to the top menu of Excel and click on "Tools"
and then click on "Add-Ins". A display will appear showing
the add-ins installed. Make sure that the "Analysis ToolPak"
is checked. If it is not checked, then check the "Analysis
ToolPak" box and click "OK". Excel will then prompt
you to insert your Microsoft® Excel or Office Suite CD to load
the "Add-In". Once this is completed, then enter a new
start date on the program. |
| CSI
only offers their programs as online downloads - so how do I backup
the program? |
After
downloading the file to your hard drive, copy the file to a floppy
disk or burn it to a CD for safe keeping. |
| The
Days "over/under" is incorrect. |
The
steps for making the first schedule are as follows:
1. Enter the Start Date in cell "C8"
2. Revise all WkDays for each task item. Note always enter "0"
for all WkDay items that are for ordering or contracting.
3. After entering all the WkDays, go to task item 153 and make
note of the date in the completed column. Remember that date and
now enter it in the "Proposed Complete" cell. This "Proposed
Complete" cell date should not be changed from that point
forward as you continue updating this specific job # schedule.
This date will effect the days over/under by using this "Proposed
Complete date".
|
| Does
this program recalculate starts and completions if the home becomes
behind or ahead of schedule. |
That's
the purpose of this program. When you enter an actual completion
date to replace a "N" the program will automatically recalculate
the dates from that item completely to the completion dates. |
| Do
I have to enter dates that fall on Mondays through Fridays? |
Yes! |
| What
are the small Red Triangles located in some cells? |
These
Red Triangles are comment prompts or explanations for that particular
cell. By putting your mouse pointer over the Red Triangle, a small
pop up will display containing this helpful information. |
