Surveying - Step by Step

1. Edit the surveying rules (ESTRULES.cfg file) to ensure conversions are present.
2. Select Item Folders.
3. Right Click on the main folder that surveying rules are to use, and click Properties for each.
4. Select Estimating as the folder type. The folder and its subfolders will be used to convert the drawing and should contain all the CID references made from within the surveying rules file.

It is recommended that a new folder is created with shortcuts to the items required to be used for surveying.

RECOMMENDED METHOD

1. Create the directory "Surveying" and ensure that the folder Type is set to Estimating.

   

2. Right click on the item file for each item required from the main structure and select Copy.
3. Navigate to the new Surveying folder and paste the shortcut for each of the copied item files.

   

4. All items in this folder should be linked in the ESTRULES.cfg file as these shortcuts will be used when converting from the manufacturing job.
5. Open the original ESJ tender quotation.
6. Click File Survey.

   

7. Navigate to the manufacturing MAJ drawing file and select Open.

   

8. The Survey dialog displays, showing three columns. These detail the original Estimate job contents, a central surveyed conversion and the Manufacturing drawing contents.

   

9. Review this dialog to ensure that all data has been converted.
   Note: Failed conversions will be highlighted in red. These will need to be addressed in the ESTRULES.cfg file.
10. Click Save once the conversion is 100% successful and no reported failures are present. This saves the Surveyed job and its rates into a new ESJ file automatically prefixed with a svy_ of the existing filename.