BIM to Budget: Follow the Money from Autodesk®
Revit® to Constructware®
Chris Russell
Director of Information Systems/Process Development
Tom Clavelle
Executive VP & CFO
© 2011 Autodesk
Phones

Please turn off your cell phone!
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Questions for you:

How many of you are Architects/Engineers?

How many of you are GC/CM?

How many of you are Owners?
© 2011 Autodesk
Questions for you:

How many of you are using Revit®?

How many of you are using Autodesk® Quantity Takeoff?

How many of you are using Timberline Estimating and/or Timberline Accounting?

How many of you are using Autodesk® Constructware®?
© 2011 Autodesk
Seminar Objectives:

Illustrate the “perfect world” flow of BIM information from a contractor’s
perspective

Identify the benefits of using a Model in the preconstruction phase

Identify the hurdles that exist in the current utilization of a Model

Facilitate the sharing of actual project experiences amongst attendees
© 2011 Autodesk
Company Profile:

Engelberth Construction, Inc.

Based in Burlington, Vermont

Founded in 1972

Work in Northern NE

Annual Revenues $80 - $120M

80% Repeat Customers

150 Employees – 60 Office / 90 Field

12 Person Preconstruction Team

No Architects on Staff

Institutional / Higher Ed, Health Care, Commercial
© 2011 Autodesk
What is BIM?

The PROCESS of generating and managing building data throughout its life
cycle, supported by digital technology.
© 2011 Autodesk
BIM to Budget Process
Model
Quantification
(Revit)
(QTO)
Project
Management
Estimating
(Timberline)
(Constructware)
Accounting
(Timberline)
© 2011 Autodesk
Engelberth’s BIM Process & Tools

Extracting quantities from the model (Revit ®, QTO )


Materials (quantities)
Working with Assemblies
(QTO , Sage Timberline Estimating® )


Working with cost (Sage Timberline Estimating® / Office®)


Creating ($$ and hrs) for Subcontractor, Labor, Equipment, Material
Creating a workable Budget
Making the Budget work for you
(Autodesk ® Constructware® / Sage Timberline Office®)


Using the budget for Subcontracts and Purchase Orders
Using the budget for Changes (Cost Management process)
© 2011 Autodesk
The Model (Autodesk Revit ®)
Benefits:

Provides more information; quicker access

Provides contractor with a better visual understanding of project

Increases speed of takeoff

Reduces errors in takeoff
© 2011 Autodesk
Model (Autodesk Revit ®)
It all starts here..
© 2011 Autodesk
Model (Autodesk® Revit®)
Preparing for QTO..
Views (Floor Plans, Elevations, 3D Model)
Create a DWF or DWFX
(Documented by Autodesk)
© 2011 Autodesk
BIM to Budget Process
Model
Quantification
(Revit)
(QTO)
Project
Management
Estimating
(Timberline)
(Constructware)
Accounting
(Timberline)
© 2011 Autodesk
Quantification (QTO®)
Benefits:

Working with quantities is much easier than traditional takeoff

Linking objects to assemblies allows processing of large groups of
takeoff very quickly and more accurately than by hand.

Direct link to Timberline Estimating

Provides upfront pricing capability for design team (if desired)

Future Links - Scheduling and Constructability
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Quantification (QTO®)

Importing the DWF(X)

Performing quantity takeoff
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Quantification (QTO®)

Importing The Catalog… (Timberline Estimating Database)
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Quantification (QTO®)
Assemblies:
A group of items that have to be put
together to produce a completed
product.
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Quantification (QTO®)

Assign to Item…

Assemblies:
Material
Labor (Sub and Self performed)
Equipment
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Quantification (QTO®)

Defining the items takeoff Type…
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BIM to Budget Process
Model
Quantification
(Revit)
(QTO)
Project
Management
Estimating
(Timberline)
(Constructware)
Accounting
(Timberline)
© 2011 Autodesk
Quantification (QTO®)
Exporting…
(Sage Timberline Estimating®)
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Estimating (Sage Timberline Estimating®)
Benefits:

Review of data in estimating is easy to understand and can be
reported in many ways for review

The estimate can be easily modified for location and seasonal
conditions

Direct link to Timberline Accounting (converts phase codes to
cost codes)
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Estimating (Sage Timberline Estimating®)
With a little magic…
 Values for Materials, Labor, Equipment, Subcontractors are created
 In $$ and work hours

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Estimating (Sage Timberline Estimating®)

Finalize Estimate
 Export via the Linking Report
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BIM to Budget Process
Model
Quantification
(Revit)
(QTO)
Project
Management
Estimating
(Timberline)
(Constructware)
Accounting
(Timberline)
© 2011 Autodesk
Accounting (Sage Timberline Office®)

Importing
 Ready for actual costs to be charged against the budget
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Accounting (Sage Timberline Office®)

Review Budget and Hours
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BIM to Budget Process
Model
Quantification
(Revit)
(QTO)
Project
Management
Estimating
(Timberline)
(Constructware)
Accounting
(Timberline)
© 2011 Autodesk
Project Management (Autodesk Constructware®)
Benefits:

Cost Management process is effective for managing change (CE, RCO, OCO,
etc.)

The Budget module allow us to connect the budget cost codes back to the model

Future Benefits - Submittals, RFIs and all Cost Management documents
visible and eventually stored in the model.

Future Benefits – Connecting change orders to the pricing cycle as
discussed above.
© 2011 Autodesk
Project Management (Autodesk Constructware®)

Importing into Budget
 Create Subcontracts and POs linked to Budget
© 2011 Autodesk
Project Management (Autodesk Constructware )
Cost Events (Changes)

Process to Request for Change Order (RCO)
 Process RCO to Owner Change Order (OCO)
 Process OCO to Sub Change Order and
Purchase Order Change Orders (POCO)
Send RCO to Owner and Architect

For Approval
 For new Detail / Redesign
© 2011 Autodesk
BIM to Budget Process
Model
Quantification
(Revit)
(QTO)
Project
Management
Estimating
(Timberline)
(Constructware)
Accounting
(Timberline)
© 2011 Autodesk
Demo
The Model

Creating DWF(X)
Quantification

Import Timberline Estimating Database
 Model Takeoff
 Export to Timberline Estimating
Estimating

Open file created by QTO
 Exporting for Estimating
Accounting

Export for Timberline Accounting
 Importing into Constructware
© 2011 Autodesk
Challenges / Hurdles
The Model (Revit ®)

How complete is the design? Is it detailed enough for takeoff?

Does the design take into account how the project will be built (i.e.
phasing)?

Who creates the model file for takeoff?

Liability concerns
© 2011 Autodesk
Challenges / Hurdles
Quantification (QTO):

Assemblies have to be designed to work efficiently with this process

The first time linking objects to Assemblies can be time consuming
Estimating (Sage Timberline Estimating ®):

Ongoing database maintenance is required to maintain efficiency
© 2011 Autodesk
Challenges / Hurdles
Accounting (Sage Timberline Office ®):

We had to create a manual export from Accounting to
Constructware (Access)
Project Management (Autodesk Constructware ®):

No current connection back into the model
© 2011 Autodesk
Class Review

Extracting quantities from the model (Revit ®, QTO ® )


Materials (count and quantities)
Working with Assemblies
(QTO ® , Sage Timberline Estimating ® )


Working with cost (Sage Timberline Office ®)


Creating ($ and hrs) for Subcontractor, Labor, Equipment, Material
Creating a workable Budget
Making the Budget work for you
(Autodesk Constructware ®)

Using the budget for Subcontracts and Purchase Orders
 Using the budget for Changes (Cost Management process)
© 2011 Autodesk
Questions:
Chris Russell
Director of Information
Systems/Process Development
Engelberth Construction, Inc.
Chris.Russell@engelberth.com
802-846-2316
Tom Clavelle
Executive VP & CFO
Engelberth Construction, Inc.
Tom.Clavelle@engelberth.com
802-846-2314
© 2011 Autodesk
Thank you!
Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and
services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved.
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