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Page 1 Release Guide Sage Timberline Office 2007 Means Release Means Databases

Page 1 Release Guide Sage Timberline Office 2007 Means Release Means Databases Construction Knowledgebase Residential Knowledgebase New in This Release For 2007, RSMeans has adopted the Construction Specifications Institute (CSI) MasterFormat 2004 (MF04) data structure for all of their databases. Previously, RSMeans databases used the MasterFormat 1995 (MF95) data structure. The 2007 Means Integrator wizard will update and convert existing Means databases from MF95 to MF04 or allow you to create a new Means database in the MF04 format. IMPORTANT: ■You must upgrade to Sage Timberline Office Estimating products version 9.4.0 or later before you install the 2007 Means Integrator. ■The 2007 Means Integrator will only work for Means 2007 databases. Overview The Means databases correspond to the Means Cost Data Books you received with your shipment. With Sage Timberline Office Means Integrator you can combine multiple databases into one composite database or you can update the pricing on an existing Means database with current Means pricing. Each Means database comes on a separate CD, which will install a file called <database name>.mim. 1 Install Estimating 9.4.0 or later. Page 2 Release Guide 2 Install each 2007 Means database and the 2007 Means Integrator found on the CD. 3 Start the 2007 Means Integrator by clicking Start > All Programs > Sage Software > Sage Timberline Office > Estimating > Means Integrator. 4 Follow the steps through the Means Integrator wizard. In the Prepare Database window: Select Transfer Data to create a new Means database or add items into an existing Means database. Select Update Data to update prices in an existing Means database. You have the option of combining or repricing multiple Means databases at the same time. In the Prepare Database window, browse to and select multiple databases (.mim files). Moving MF95 to MF04 The 16-division MF95 scheme has been expanded to 49 divisions in MF04. Many of the "traditional" divisions remain the same - such as Concrete in Division 3 or Finishes in Division 9. However, some divisions have expanded across multiple divisions. The table below illustrates where the 2007 Means Integrator conversion process will create and place MF95 phases in the MF04 format. Master Format 1995 Master Format 2004 Division 02 -- Site Construction Division 02 -- Existing Conditions Division 31 -- Earthwork Division 32 -- Exterior Improvements Division 33 -- Utilities Division 34 -- Transportation Division 35 -- Waterway and Marine Division 10 -- Specialties Division 10 -- Specialties Division 08 - Openings Release Guide Page 3 Division 11 -- Equipment Division 11 -- Equipment Division 31 -- Earthwork Division 32 -- Exterior Improvements Division 33 -- Utilities Division 34 -- Transportation Division 35 -- Waterway and Marine Division 41 -- Material Processing and Handling Equip Division 42 -- Process Heating, Cooling, and Drying Equipment Division 43 -- Process Gas and Liquid Handling, Purification and Storage Equipment Division 44 -- Pollution Control Equipment Division 13 -- Special Construction Division 13 -- Special Construction Division 21 -- Fire Suppression Division 25 -- Integrated Automation Division 28 -- Electronic Safety and Security Division 41 -- Material Processing and Handling Equip Division 42 -- Process Heating, Cooling, and Drying Equipment Division 43 -- Process Gas and Liquid Handling, Purification and Storage Equipment Division 44 -- Pollution Control Equipment Division 14 -- Conveying Systems Division 14 -- Conveying Systems Division 41 -- Material Processing and Handling Equip Division 42 -- Process Heating, Cooling, and Drying Equipment Division 43 -- Process Gas and Liquid Handling, Purification and Storage Equipment Division 44 -- Pollution Control Equipment Division 15 -- Mechanical Division 22 -- Plumbing Division 23 -- HVAC Division 16 -- Electrical Division 26 -- Electrical Division 27 -- Communications Master Format 1995 Master Format 2004 4 Release Guide Release Guide 2007 Means Integrator Workflows In the Means Integrator wizard Prepare Database window, you can select whether to transfer data or update data. The following information describes the outcome of various options for moving your MF95 data to the MF04 format. Transfer Data Select Transfer Data if you are ready to start using the MasterFormat 2004 structure exclusively. You can select to transfer Means 2007 data to a new database or to an existing database you have already been working with. If you select an existing database that is currently in the MasterFormat 1995 structure, the Means Integrator will create a copy of that database and automatically convert it to the MasterFormat 2004 structure and transfer in the new 2007 items. Transfer Data—New Database A new Sage Timberline Office Estimating database is created and populated with all of the Means 2007 items in the MF04 format. Transfer Data—Existing Means MF95 Database When you transfer the Means 2007 items to an existing Means MF95 database, the Integrator will first copy your existing database and convert it to Master Format 2004. It will then transfer in the new Means 2007 items to the copied database. Any custom phases and corresponding items you have created are renumbered to the appropriate "holding" group (Divisions 51-67) during conversion. See the section below titled “Mapping Non-Means Phases.” Transfer Data—Existing Means MF04 Database If you select to transfer to an existing MF04 database, the Integrator will transfer any new Means 2007 items to your database. Transfer Data—Non Means Database If you select to integrate with a non-Means database, the Integrator will transfer the Means 2007 items to your existing database. The resulting database will contain both your existing phases and items and the Means phases and items. Addition of Means 2007 phases and items could cause your phase sort to look differently in Estimating. 5 Sage Timberline Office Release Guide Update Data Select Update Data if you have current databases in the MF95 structure that need to be updated with 2007 prices. The Means Integrator will create a copy of your MF95 database and automatically convert it to MF04. Items in both databases will then be updated with 2007 information. When you have completed your MF95 estimates, you can then switch over to the MF04 database. We strongly encourage you to switch to MF04 this year. The 2008 Means Integrator will not recognize MF95 databases. Update Data—Existing Means MF95 Database If you select to update your existing Means MF95 database, the Integrator will create a copy of your existing database and convert it automatically to Master Format 2004. Items in both databases will then be updated with Means 2007 information. Update Data—Existing Means MF04 Database If you select to update an existing MF04 database, the Integrator will update the items you specify with 2007 information. Update Data—Non Means Database If you select to update a non-Means database, the Integrator will ask you to make another selection. Updating a non-Means database will result in no change. Notes ■Your existing MF95 databases will be converted to MF04 automatically while running through the wizard. ■2007 data will provide price updates in both the MF95 and MF04 format. You will automatically receive price updates for both databases with 2007 pricing information. ■New databases will automatically be formatted using MF04. ■The Means Integrator will put the MF95 in three WBS codes on the item record, allowing Estimating Extended users to sequence their data by MF95 or MF04. ■Custom phases will be renumbered. See the section below titled “Mapping Non-Means Phases.” ■Existing estimates will not be converted to the new formatting scheme. ■We recommend that you complete your existing estimates in MF95 and move to the MF04 when you start new estimates. 6 Release Guide Release Guide ■2007 RSMeans pricing books are available only in the MF04 data format. ■MF95 data format will not be available with the January 2008 Means Release and MF95 databases will not be updated with 2008 prices. Mapping Non-Means Phases and Items If you have created custom phases that do not exist in the Means database of RSMeans books, the conversion process will create a holding group phase and move the custom phases appropriately. After the conversion, you can move the phases from the holding group phase to the desired location using Database Editor. NOTE: If you have created custom items under existing Means phases, the Means integration process will move the items with the phase for the MF04 conversion. The item will retain the existing item number. Determining where non-Means phases are moved. The conversion process will move each custom phase to the appropriate group by replacing the first digit of the MF95 (0 or 1) with a 5 or 6. Phase 67 is created for any other phases that do not have a corresponding Means mapping. For example, if you created a division 17 or higher or utilized a non-Means formatting scheme, it would be placed in Phase 67. NOTE: Use the Database Editor application to renumber or move the phase from this location to the desired location. 7 Sage Timberline Office Release Guide Estimating Cost Index This feature in Estimating gives you greater access to cost index information in RSMeans databases. If you select the standard national average pricing method when you transfer an uploads/Management/ release-guide-sage-timberline-office.pdf