Presto Manual 15 (ENG)

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<ul><li><p>Presto Manual 2015 New features Presto 2015.01 1 </p><p>Using Presto 3 </p><p>Use interface 5 </p><p>Fields 7 </p><p>Windows 8 </p><p>Editing items 10 </p><p>Layouts 15 </p><p>Filter elements 22 </p><p>Text windows 24 </p><p>Presto in the design stage 27 </p><p>Estimate 27 </p><p>Stages and activities 50 </p><p>Integration to BIM 69 </p><p>Take-off lines: CAD drawing 70 </p><p>An information system 75 </p><p>Presto in the planning stage 95 </p><p>Economic planning 95 </p><p>Financial planning 105 </p><p>Temporary planning 108 </p><p>Primavera and Project link 119 </p><p>Presto in project management 123 </p><p>Tender bid for complete work 123 </p><p>The certification 124 </p><p>Cost tracking 130 </p><p>Presto for construction company 135 </p><p>Procurement and subcontracting 135 </p><p>Production 148 </p><p>Invoices 150 </p><p>Centralized invoicing 162 </p><p>Analysis of costs and expenses 165 </p><p>Menus and options 175 </p><p>FILE 175 </p><p>EDITION 189 </p><p>VIEW 190 </p><p>REFERENCE 221 </p><p>TOOLS 222 </p><p>PROCCESS 223 </p><p>PLUGINS 224 </p><p>CALCULATIONS 224 </p><p>REPORTS 225 </p><p>WINDOW 229 </p><p>HELP 229 </p><p>Tutorial of estimates 233 </p><p>1 Creation of concepts 233 </p><p>2 Take-off lines 239 </p></li><li><p>3 Completion estimate 242 </p><p>4 Printing and connection with other programs 244 </p><p>5 Certifications 246 </p><p>Cost tutorial 249 </p><p>1 Estimate of estimated cost 249 </p><p>2 Purchases 251 </p><p>3 Invoices 257 </p><p>4 Orders and deliveries 261 </p><p>5 Calculation of actual costs 263 </p><p>Design report 267 </p><p>File 268 </p><p>VER 269 </p><p>TOOLS 278 </p><p>SECTION 280 </p><p>Expression builder 283 </p><p>Link to Excel and Access 287 </p><p>Excel 287 </p><p>Access 288 </p><p>Appendix I. Technical documentation 291 </p><p>Directories and files 291 </p><p>User restrictions 292 </p></li><li><p> New features Presto 2015.01 1 </p><p>New features Presto 2015.01 The manual includes the novelties of the new version. </p><p>Filters </p><p> When you activate a filter by differences header are highlight-</p><p>ed. </p><p> It displays numerical ranges in filters by content or differences. </p><p>Temporary measures </p><p> Window simple and easy to use. </p><p> It detects take-off lines that may have been removed from the </p><p>reference. </p><p> New option to assign work items per family and type of work </p><p>items. </p><p> Copy for Revit contextual option. </p><p>Take-off lines and activities </p><p> New options to reorder activities. </p><p> Improvements consolidation options take-off lines. </p><p> Access columns for the Activities table. </p><p>User parameters </p><p> The windows of keywords let to visualize data related to </p><p>groups of parameters and measurement units. </p><p> Easy to create custom user settings or add the existing ones. </p><p> When you delete a variable, the keywords or parameters of </p><p>the same name are removed. </p><p>Measurements in XCA format </p><p> New option FILE: Import to create works with their corre-</p><p>sponding take-off lines from this format. </p><p>Temporary planning </p><p> Improvements in the calculation and representation of tasks </p><p>with breakage. </p><p> New fields of cumulative percentages and ALAP dates. </p><p>Cost control </p><p> Improvements that facilitate the management of supplies con-</p><p>sumed by target. </p></li><li><p> 2 Manual de Presto manual </p><p>Control of users with network licenses </p><p> It allows each user to the required modules. It requires be pre-</p><p>viously identified. </p><p>Tracking changes by user in shared projects </p><p> Generation of files of activity by works with the most im-</p><p>portant actions performed by each user. </p><p>Content and examples </p><p> Bars reports adapted to current types of tasks and currency </p><p>management. </p><p> The project Estimate replaces Example of BIM and Esti-</p><p>mate and measurements. </p><p> New project of example rac_advanced_sample_project Cost-</p><p>It-generated. </p><p> Template of works, Grille analytique dtaille - UNTEC. </p></li><li><p> Using Presto 3 </p><p>Using Presto In addition to this manual, there are other resources for learning to </p><p>use Presto in www.presto.es, section Using Presto. </p><p>Training </p><p>Know the official centers and certified trainers Presto, attend our </p><p>webinars or hire our online courses and customized. </p><p>Support </p><p>See doubts concerning the latest version free e-mail and from the </p><p>HELP: Send inquiry to Presto or hire our personalized service. </p><p>Technical notes </p><p>Find detailed processes, ideas and examples of using Presto. </p><p>Technical questions </p><p>Solve the most frequent questions on the use and installation of Pres-</p><p>to made by users. You can also access from Presto in the FAQ: Fre-</p><p>quently asked menu. </p><p>Books about Presto </p><p>Discover and request publications available.</p></li><li><p> 4 Manual de Presto manual </p></li><li><p> Use interface 5 </p><p>Use interface </p><p>Presto windows. </p><p>Presto uses the Windows usual criteria to manage windows, menus </p><p>and options. </p><p>Frames and main windows </p><p>The information of the options of the menu VIEW as Estimate or </p><p>Gantt Chart , is displayed in main windows, which appear as tabs </p><p>within a common framework. </p><p>A frame may be split by dragging a tab to the edge of the initial </p><p>frame. The frames are all horizontal or vertical and always completely </p><p>fill the main window Presto, without overlaps or gaps. You can move </p><p>tabs between different frameworks and adjust the width or height of </p><p>each frame. </p><p>The options in the WINDOW menu open predefined combinations </p><p>of main windows, targeting the most common processes of Presto, </p><p>which can be modified by adding or removing windows. </p></li><li><p> 6 Manual de Presto manual </p><p>Subordinate windows </p><p>Each main window in turn may have subordinate windows, like Take-</p><p>off lines or Text, which appear as tabs within a subordinate frame. </p><p>These subordinate tabs can be dragged to alter your choice, either </p><p>floating or within its framework. </p><p>Other windows </p><p>The CAD and Design report options open separate windows in the </p><p>overview window. </p><p>The options Working environment and Project settings open dia-</p><p>log boxes. </p><p>Access to options </p><p>Each option icon and column header has a clue, or brief help text that </p><p>is displayed when the cursor. </p><p>The toolbar offers contextual options to choose the bars to include in </p><p>the main window. </p><p>The options accessible through menus with the left mouse button, </p><p>indicated by listing the succession of options, starting with the main </p><p>menu, which is written in capital letters: </p><p>FILE: New: Path </p><p>It refers to the Path box on the New from the FILE menu. When </p><p>several followed the same menu options, only the last is indicated. </p><p>Options accessible via context menus </p><p>It appears with the mouse right button, and depend on the location </p><p>of the cursor: </p><p> At the head of a column, applied to the entire column, such as </p><p>Hide column. </p><p> On a table field or the central area of a window, apply the </p><p>countryside or the entire row, such as colour filters. </p><p>Shape that indicated in the manual the contextual options. </p><p>Function keys or accelerators </p><p>[Shift + F7] </p><p>The key or key combination in brackets, separated by + is indicated. </p><p>The combinations are to be pressed simultaneously. </p></li><li><p> Use interface 7 </p><p>Fields </p><p>Most estimate data is stored in tables containing similar data sets. </p><p>Each element of a table has a set of fields with a fixed meaning, as the </p><p>code or price. </p><p>The list of all tables with all possible fields, you can see in the dialog </p><p>box and expressions builder in the Field List option from the </p><p>REPORTS: Design reports window. </p><p>The track that appears when the cursor is on the top of each field dis-</p><p>plays a descriptive summary. </p><p>Each field is identified by a name that should be added as a prefix the </p><p>table name as it should be used in expressions and reports. The repe-</p><p>titions of the same table are ignored. </p><p>For example, the code of a concept is identified as: </p><p>Concepts.Code </p><p>Editing fields </p><p>The editable fields can be modified to slow double click or [F2]. </p><p>You can also copy the values from the next fields: </p><p>Copy the field above or [F9] </p><p>It copies the contents of the top field in the active field or in the se-</p><p>lected range of fields. </p><p>Copy field left or [Shift + F9] </p><p>Copy the contents of the field to the left of the active field. </p><p>Autofill fields </p><p>Many fields are automatically filled with the appropriate values to </p><p>each field, such as provinces, suppliers, measurement units, or prices. </p><p>Refer to Suggest or [F7]. </p><p>Fields lists </p><p>Values not modifiable by the user, such as categories or forms of </p><p>payment for maturities. </p><p>Date fields </p><p>It displays a calendar to select a date. You can manually change, and if </p><p>not completed, and the appropriate values are added. </p></li><li><p> 8 Manual de Presto manual </p><p>Suggest </p><p>The button to the right of the active field proposes a list of useful </p><p>values to fill by clicking on chosen value, or other information con-</p><p>cerning the same. </p><p>Field Suggestion </p><p>Price Prices adjusted to inflation or geographical areas </p><p>Code Automatic codes for new concepts </p><p>Code2 Decimal coding of the concept </p><p>Summary Conversion case sensitive </p><p>City City or town corresponding to the zip code </p><p>Quantity Inverse of the quantity or performance </p><p>Unit Standardized units of measure </p><p>Duration Estimation by costs and returns </p><p>The first suggested value is the current value of the field. </p><p>The list will automatically filtering if a character is typed. This list can </p><p>be sorted by any column by clicking the right mouse button in the </p><p>header. </p><p>If a column or selected range, there are two types of suggests: </p><p> Fixed, which is filled exactly the same value in all selected </p><p>fields. </p><p> Calculated, in which each field takes on a different value, such </p><p>as Convert to uppercase. They identify with the magenta </p><p>colour. </p><p>Suggest or [F7] </p><p>Equivalent to press the button, but after accepting the value, is </p><p>passed to the next field, so that you can hold on to fill several fields </p><p>simultaneously. </p><p>[Shift + F7] </p><p>Similar to the previous option, but going to the inferior field. </p><p>Windows </p><p>All Presto windows, except text ones and graphics, displays infor-</p><p>mation of tables. </p><p>To move in these windows, in addition to the standard options of </p><p>Windows, you can use the following keys and combinations: </p></li><li><p> Use interface 9 </p><p>Action Effect </p><p>[Intro] (numeric key-</p><p>board) </p><p>It acts as the [Tab] key of the main keyboard. </p><p>[Begin] </p><p>[End] </p><p>It goes to the first field of the row. </p><p>It goes to the last field of the row. </p><p>[Ctrl] + [Ini] </p><p>[Ctrl] + [End] </p><p>It goes to the first field and element of the </p><p>table. </p><p>It goes to the last element of the table. </p><p>Previous </p><p>Next </p><p>Move to the previous and next item in the ta-</p><p>ble </p><p>First element </p><p>Last element </p><p>It goes to the first and last element. </p><p>Quick fill </p><p>The Last element option moves to the last element of the table fast-</p><p>er than in the normal filling, but not is allowed to work in other win-</p><p>dows at once. You can return to normal mode pressing Cancel. </p><p>Specific Resources of the Estimates window </p><p>Action Effect on Estimate window </p><p>Double-click in the header </p><p>Icon Up </p><p>Upgrade to superior concept. </p><p>Double clicking in a con-</p><p>cept </p><p>Go down to the lower concepts. </p><p>Previous </p><p>Next </p><p>They goes same level concepts without up </p><p>and down on successively. </p><p>First element </p><p>Last element </p><p>They move to the first or last item of the </p><p>same level. </p><p>Double click on the con-</p><p>cept </p><p>Go down to the lower concepts. </p><p>Route in the header Path from the root concept to the active con-</p><p>cept, which allows access to any of the parent </p><p>concepts, as well as the previous and the next </p><p>level. </p><p>Icon Go to concept It positions in the selected concept. </p><p>Double click on fields of document windows </p><p>This action can open other windows on the pulsed field. </p></li><li><p> 10 Manual de Presto manual </p><p>Go to concept </p><p>It let searching for concepts from the full codes or initials. The list of </p><p>concepts to choose progressively is reduced as being written mask </p><p>concept. </p><p>Hierarchical windows </p><p>The windows Tree, Dairy and Gantt chart are hierarchical. </p><p>Hierarchical windows have a similar behaviour than table windows, </p><p>but do not support filters and always have all the information that </p><p>corresponds to the selection from the dropdown list. </p><p>You can choose the visible levels with the drop-down list showing the </p><p>hierarchy levels, or with the symbols [+] and [-] to the left of each </p><p>concept; whether to display the list there are items selected, only </p><p>open the levels corresponding to those elements. </p><p>Double-clicking on any field opens or closes the level. </p><p>Editing items </p><p>Add elements </p><p>To insert elements, some tables require first filling required fields, </p><p>such as code or document concept. </p><p>Action Procedure </p><p>Add a line at the end [Enter] or cursor down from the last line. </p><p>Collate a line Insert line or [Insert]. </p><p>Drag and drop You can do this from another window of the </p><p>same project or from another project; the cursor </p><p>takes a rectangular shape. </p><p>Selection of elements </p><p>Most actions on the elements of a table can be applied to all ele-</p><p>ments or a selection. </p><p>You can select: </p><p>Selection Clicking and dragging on </p><p>Lines Numerical box to the left. </p><p>Columns Column header. </p><p>All Left upper corner. </p><p>Equivalent to Select All and [Ctrl + E]. </p><p>Is cancelled by pressing again on the top left corner. </p></li><li><p> Use interface 11 </p><p>Ranges A cell or a rectangular group of contiguous cells. </p><p>To check and uncheck groups of rows or columns, use the [Ctrl] or </p><p>[Shift] keys, with the usual criteria in Windows. To deselect, click any </p><p>cell outside the range selected. </p><p>Context menu Options </p><p>Copy | Paste </p><p>It inserts into the active table the information in the clipboard. </p><p>If the information has been copied from an equivalent table in the </p><p>same or other project, is inserted on a new line at the cursor position. </p><p>If the information comes from another program such as a spread-</p><p>sheet or a Word table, or Presto, but the source and destination ta-</p><p>bles are not compatibles, the fields are pasted from the field where </p><p>the cursor is, as if the data were typed manually. </p><p>Hidden fields and inactive and the information is not supported, as </p><p>the text in a numeric field are ignored. Line breaks of the clipboard </p><p>contents generate a new line and tabs change of column. </p><p>When something is copied to the clipboard from another program has </p><p>priority it copied from Presto previously. To avoid this, deselect. </p><p>Cut </p><p>Delete the text of a field and copy it to the clipboard. </p><p>Delete </p><p>Select the desired line and press [Delete]. It removes the selected el-</p><p>ement and all associated information. </p><p> If you eliminate a concept of the last decomposition where is, </p><p>it also eliminates the concept. </p><p> You cannot delete elements that have associated information </p><p>affecting cost control, as concepts with supplies or suppliers </p><p>with documents. </p><p>To eliminate Option </p><p>Complete tables Project settings: Tables, selecting the tables </p><p>and deleting. </p><p>All texts TOOLS: Working with Text, Delete option. </p><p>Associated files VIEW: Files, select the files and delete. </p><p>Stages VIEW: Activities and certifications and clear the </p><p>fields with quantities. </p></li><li><p> 12 Manual de Presto manual </p><p>To eliminate Option </p><p>Stages and activities VIEW: Take-off lines, select the take-off lines </p><p>and delete. </p><p>Temporary planning Remove all precedencies. </p><p>Duplicate </p><p>Create an identical concept but with a different code, which includes </p><p>most of the information associated with the original, as the quantity </p><p>and measurement lines, text and associated files. </p><p>This option appears in the Code windows budget, concepts, activi-</p><p>ties, organizations, and management systems field. </p><p>Rename a concept </p><p>When you type or paste a non-existing code in the code of a concept, </p><p>the concept is renamed. </p><p>If the code already exists, the concept is re...</p></li></ul>