LCI Preconstruction & Estimating Training Manual

WHEN A NEW PROJECT COMES IN TO BID (GENERAL OVERVIEW)

An LCI job # should be assigned to the project in Viewpoint (if not already done so) (see 1. Assigning New LCI # below). Once you have the LCI # for the project, you will need to create a folder for the project on the J: (see 2. Creating New Project Folder on J: below). The project bid documents will be added to the project folder and our ITB site (see 3. Adding Bid Documents to Project Folder and also 4. Adding Bid Documents to ITB Bid Documents Folder & 5. Adding Documents to Building Connected ). The invite and sub list will then be put together by the estimator; who will give you the info for the invite as well as a list of subs. Usually the estimator will have you copy a previous sub list in Building Connected (PT) (see 7.1 How to Copy a Sub List below). The estimator may ask you to copy a few previous sub lists (see 7.1a How to Copy Multiple Sub Lists ). If the estimator gives you a handwritten list of subs, you will need to create a new sub list in PT (see 7.4 How to Create a New Sub List below). All invitations, addenda, memos to subs are sent through PT. The bid documents usually will be in electronic format (PDF format). If they are in hard copy format only, send them to B&L Blueprint and have them convert them to PDF format and either email back to you or put on a disk. When you receive the PDF format, they will need to be added to the project folder in the Bid Documents folder (see 3.- Adding Bid Documents to Project Folder below) and the ITB Bid Documents (see 4. Adding Bid Documents to ITB Bid Documents Folder ) folder and to our ITB site on Building Connected (see 5. Adding Documents to Building Connected below). Sometimes architects will send us a link to their ITB sites to access bid documents. When you receive the email with the link, save the email in the “LINKS” folder in my email Inbox so you will know where to find it if they send future documents, etc. Put the name of the project in the Subject line of the email. If you receive a link where a screen pops up with ITB root page that guides you “To view this ITB site in Windows Explorer, click Page, and then click Open ITB Site in Windows Explorer”, go to the Page icon at the upper right corner of the screen and click on it go to the very bottom to find the Open ITB Site in Windows Explorer. Once the bid documents are added to our ITB site, the estimator will need hard copies made by B & L Blueprint, our blueprinter. (see 6. Sending Building Connected Link to B & L ). The estimators will tell you how many copies and if they want ½ size drawings or full size. If they do not tell you the size, please confirm with them.

1. ASSIGNING NEW LCI #

1. Login to VP 2. Make sure the Company (upper left) is 1 – Leopardo Companies

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