IMB Registration

presents         Workshops Trainer: Gary W. Petry CPA  Intuit Certified Master Builder Pro Advisor Austin, Texas

Throw out the old "yellow pad" takeoff and begin using an assembly based model of estimating. Create parts and assemblies. Learn to modify existing assemblies and create grid and takeoff templates for faster and more accurate estimating. Understand project values, bid items, phases, formulas and how to make them work for you. Topics covered include:

• Basic Takeoffs, Bid Items, Parts Database, Assemblies, Project Values 

• Updating Database, Sales Tax & Markup, Takeoff Formulas, Export to Project Management     

                 Project Management – February 24 & 25, 2005

                                                      April 28 & 29, 2005

                                                      June 9 & 10, 2005

Topics covered include:

• Exporting from Takeoff to various integrated modules

The Takeoff Section is brief – this is NOT AN ESTIMATING COURSE!

• Proposals, Purchase Orders, Cost to Complete, Committed Costs

• Budgets, Subcontracts, Change Orders, Bonding Reports

• Document Control including: RFI’s, RFP’s, Daily Field Reports, Punch Lists, Transmittals, Submittals, Plan Records

• Scheduling will cover task lists, predecessors, task types, tools and reports

Topics covered include:

• Form Design, Queries, Report Writing

• The Data Dictionary, Report Wizards, Grouping & Sorting

• Open vs. Locked Reports, Calculated fields

• When to consider adding Crystal Reports and/ or Microsoft Access reports using your Data in Master Builder

• Course times: 8:30am – 4:30 pm Daily

• Location: Gary W. Petry CPA Offices, 11754 Jollyville Road, Ste. 108, Austin, TX 78759

• Cost: $695.00 1st person, $495.00 each add’l from your company. Credit Cards Accepted