Training Plan for Administrators
Basics
Overview
Building a WBS from Scratch
Empowering Minutes with Calculation Capabilities
Editing the Minutes
Breakdowns
Formatting the Columns
Connecting Minutes and WBS
Using Free Fields in the WBS
Setting-up Nomenclatures
Getting Information
Communication with the Publisher
Overhead Workbook
Overhead Basics
Selling Price (Price to Customer)
Hiding Rows Using Formulas
Consolidating Data
Returning Values
Using Controls
Built-in Functions
Recursion
Using Free Columns as Part of the Selling Price
Computing Selling Prices
Overview
Forcing the Selling Prices
Target Value Forced by QDV7
Using Global Variables
Overview
Global Variables In-Depth
Planner
Overview
Structuring the Gantt Diagram
Calendars
Communication
Coupling Gantt and Minutes/WBS
Using Timeframes in the Minutes
Overview
Setting Timeframes
Entering Data
Limitations
Database of the Estimate
Overview
Using the Database of the Estimate
Restrictions of Use
Overhead Minute
Overview
Using the Overhead Minute
Restrictions of Use
Cash-Flow
Overview
Planner-Data Sheet
Cash-Data Sheet
Cash Curve
User Profiles
Overview
Administrator's Profile
Creating New Profiles
Databases
Overview
Article Databases
Set Databases
Advanced Features
Third-Party Databases
In-Row Workbooks
Overview
Implementing In-Row Workbooks
Using Several Languages
Overview
User Interface
Multilingual Estimates
Multilingual Databases
Advanced
Report Generator
Overview
Common Features
Creating WBS-oriented Reports
Creating Minutes-oriented Reports
Locking Reports
Analytical Report Engine
Building a Data Source
Viewing and Saving Data Sources
Merging Data Sources
Understanding Stimulsoft Reports
Understanding Excel Reports
Importing Data
Overview
Importing Content of an Estimate
Importing Other Features
Importing from Partner Applications
Embedding Bill of Quantities
Overview
Creating a BoQ in QDV7
Advanced Features
Building Word Documents
Overview
Building Child Documents
External Documents
Master Templates
Versioning Estimates
Overview
Creating Versions
Browsing Versions
Centralizing Versions
Sharing and Merging Estimates
Overview
Common Features
Working in Full Transparency
Working in Adjustable Transparency
Connection with Top-Down Tool
Overview
Setting Up
Interaction with TPViewer
Converting Excel Files Into Estimates or Databases
Overview
Converting Into Estimates
Converting Into Article Databases
Converting Into Set Databases
Automating Conversions
Controlling Upgrades
Overview
Enabling Upgrades on User's Side
Publishing QDV7
Bridging QDV with CRMs and ERPs
Overview
Using the DLL Component
Interfacing where QV7 is the Master Application
Interfacing Contextual Databases
Compatibility Table between Advanced Features
-------------------------------------------
Installation
Configuration
Settings
Deploying QDV7 on Citrix or TSE Servers
Language
Settings of New Estimates
Custom What's new Notes & User Manual
Custom QDV Splash
CONVERSION
Conversion of a BoQ into an Estimate
Conversion of a Workbook into an Article Database
Conversion of a Workbook into a Set Database
Command Lines
-------------------------------------------
Estimates
How to Create an Estimate
Creation By Command Line
How to Import Data
How to Open an Estimate
Opening By Command Line
How to Update an Estimate
How Swap Out Sections of Minutes
How to Save, Compact & Close the Estimate
How to Delete an Estimate
Task Sharing
Sharing In AdjustableTransparency
How to Import Column Content
Developping a Scenarios Table
Passing Down the Database of Estimate
Calculation Options
Summary
How to Navigate the Estimate
Comparison with a Top-Down Method
Publishing
How to Build a Master Document (Template)
Using Variables in Word
Reports
Overhead Report
IDIQ Reports
Analytical Reports
Building a Data Source
Selecting & Editing a Report
Overhead Sheet Ranges
Designing an Excel Report
Planner
Time Frame Fields
Phasing of Estimates
How to Manage the Versions
How to Compare Several Versions (WBS)
How to Compare Several Versions (Minutes)
Quantities Changes
Cross-Estimate Nomenclatures
Export to Excel
-------------------------------------------
Work Breakdown Structure
Getting Started: How to Build a WBS in QDV from scratch
Description of the WBS
Focussing On a Node
ROWS
Kinds of Row
Links Between Tasks
Consolidated View
How to Navigate the WBS
How to Develop the WBS
How to Develop the WBS From a Database
How to Develop the WBS From a Glossary
How to Number the Structural View
Bottom Area
COLUMNS
Fields Manager for the WBS
Free Fields
Fields From Minutes
How to Manage the WBS
How to Insert/Restore Columns
Building the Frame of the Lower Window
Kinds of Column
Scenarios on WBS Quantities or Other Fields
Report of Simulation
How to Fill in the Cells
How to Change the WBS View
How to Change the Font and Layout
MINUTES
How to Access the Minutes
Description
Quantities
How to Change the Font, Colors or Layout
How to Make a Selection
How to Navigate the Minutes
How to Build the Sheet
How to Fill in the Minutes
How to Fill the Time Columns
How to Fill the Minutes From a Database or a Sheet
How to Insert an Article or a Set into a Section of Minutes
Appearance of an Inserted Set
How to Insert an Article or a Set Using its Reference or Description
How to Retrieve the Source of an Article
How to Update an Article or a Set
How to Replace Article Rows
How to Insert Articles & Sets From the Estimate's Database
How to Insert Rows From a Sheet
How to Edit Article Characteristics From Excel
Batch Insertion
How to Import a Bill Of Materials
How to Group Rows in the Minutes
How to Create Sets of Minutes
How to Share a Set
Sets From the Database of the Estimate
Timed Machinery
Nomenclatures
Columns
Enumeration of Sets From the Db of Estimate
Fields Manager for Minutes & Nomenclatures
Description
How to Create Free Columns with Custom Behavior
How to Create Free Special Columns
How to Customize the Behavior of Native Columns
How to Create Specific Set of Columns with Custom Behavior (MT/WF)
How to Create Time Frame Fields
Application To Conversion of Units
How to Build the Minutes and Nomenclatures Frames
How to Add Columns
How to Organize the Sheet
How to Build the Bottom Panes
What Does the User Profile Include
OVERHEAD
Overhead Sheets at a Glance
Edit Mode
How to Build the Workbook
How to Add a Sheet
How to Hide/Unhide a Sheet
How to Build a Sheet
Spread Sheets
User Sheets
Names, References, Controls & Charts
Pricing Sheets
Set Sheets
List for Overhead
Column for Macro
Time Frame Sheets
Creating a Structure
List with Tree Structure
Viewing a Free Field
Defining Return Values
Defining Slaves Lists
Sheets for Finances and Planning
Currencies Sheet
Sheet of Sales
Planner Data
Cash Data
Cash Flow Curve
Custom Columns Sheet
WBS Sheet
How to Compute the Selling Prices
Details on Calculating Modes
Overhead Task
Database of the Estimate (optional)
How to Normalize the Database
How to Fill the Database of Estimate from database or sheet
How to Fill the Database From Another Estimate
How to Clean Up the Database
Other Data Sources Attached to an Estimate
Preferential Databases
In-Row Documents
In-Row Workbooks
Variables
Global Variables
Range of Cells
Managed Data
Consumption of Variables
Owners Book
Custom Distribution Curves
-------------------------------------------
Bill of Quantities (optional)
How to Adapt to a New BoQ
QDV Tools for EXCEL
QDV Pricing Tool
Mapping the Customer's BoQ
Final Column(s)
Distributing the Values
Adding Extra Customer Sources
QDV Distribution Tool
Mapping the Frame
Defining Algorithms
Generating Each Phase
Example With Free Column
Ensuring Consistency
Delivering a Bill of Costs
Exchanges With Other Quotation Software
Planner (optional)
General Settings
Minutes & Tasks
Gantt Minutes
WBS & Tasks
Resources & Skills
Optimisation of Resources
How to Transfer a Planner
-------------------------------------------
Data Model
Article Databases
How to Open a Database
How to Create & Manage the Databases
How to Deploy a Relational Database
How to Access a QDV Database with SQL Server
How to Edit a Rebate Database
Articles Viewer Description
Prefixes
How to Create/Edit Articles
Database Modes
Edit Mode
How to Index a Table (Tree Structure)
Database Editor Description
How to Add Columns
How to Fill the Database
How to Organize the Tables
How to Manage Articles
How to Change a Database Behavior
Fields Manager for Databases
Description
How to Create Free Columns with Custom Behavior
How to Customize the Behavior of Native Columns
How to Create Specific Set of Columns with Custom Behavior
Set Databases
How to Create an Empty Database of Sets
How to Create a Set
How to Record a Set
How to Manage the Sets
How to Develop a Set
Nested Sets
Interface General Description
How to Open a Set Database
How to Retrieve the Sources
How to Fill out the Fields of the List of Articles
How to Manage the Workbook 'List of Articles'
How to Parameterize the Insertion into the Minutes
How to Empower a Set with Calculation Capabilities
How to Create Input Fields
How to Manage Variables
How to Consume Variables
How to Leverage the Calculation Power in Nested Sets
Glossaries
Description Builder
Report Profiles
-------------------------------------------
User Interface
General Interface
Windowing
Ribbon
Actions
Horizontal Lines
GUI Widgets
Form Controls
Built-in Function Button
Charts
How to Build a Form
Requests and Macros
Requests
Macros
Code Samples
Events Management
Events Pertaining to a Set
Multilingualism
Security
User Profiles
Custom_Connection Component
Cybersecurity
Locking Cells in a User Overhead Sheet
Locking Reports Profiles
Maintenance
How to Recover an Estimate
How to Compact an Estimate or a Database
Errors
Error Messages
Error Logs
Repair an Estimate or a Database
-------------------------------------------
Forced Prices
Allocating Extra Costs To The WBS Tasks
Distributing Extra Costs & Selling Prices Across The WBS Tasks
IDIQ Contracts
Contract Databases
Common Databases to the Entire Estimate
Specialized Databases
Rebuilding Estimate For Orders
Report
Market Coefficients for the Whole Estimate
Market Coefficients Per Task In WBS
Organizing the Report
Market Coefficients in Minutes View
Progress Statements
Total Mode
How to Empower the Minutes with Quantity Calculation Capabilities
Source of WBS Variables
Calculation with Variables for Set
Calculation with Gantt Variables
Calculation In Overhead Minute
Other Special Columns For Quantity
Details of Calculation
-------------------------------------------
Formatting
Cell Format
Formatting of Global Variables in Word
Rounding Issues
Rounding in Minutes
Target
Rounding in WBS
Rounding on a Cell Basis
ROUND function
Protected Names & Shortcuts
Basic Handling
How to Make a Selection in a Sheet
How to Make an Insertion
How to Close a Window
-------------------------------------------
MANAGEMENT of Projects
Settings
Projects Editor
How to Develop Child Lists (option)
Exchanges with the Estimating Module
Report Engine
Events Management
Security
How to Repair a Database
SEARCH ENGINE for Estimates
File Tab
Home Tab
-------------------------------------------
Cache Setting
Controlling Upgrades
Defining Type of Upgrade
Upgrading Without Administrator's Rights
Setting up Publishing Tool
Publishing QDV
Deploying QDV7 with Click Once
Publishing in Silent Mode
Adding Your Own Files
Pre Update and Post update Commands
Creating Shortcuts
Setting up Users Side
Migrating from SQLite databases to SQL Server
Interfacing QDV
CRMs and ERPs
QDV Interface Component Model
Classes
Properties
Methods
Installing Stand-Alone Component
Referring To InterfaceQDV.dll
Programming
Sample Code
Contextual Databases
Principle
Setting up Sample
Understanding Code
Date Conversion
Additional Fields of a Published Database