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XLProject ©     Click here to visit the new home of XLProject at www.XLProject.com.  XLProject Logo © 2001 Jim Hubbard

My job as project manager and estimator here at Dyer's means that I have a need for a good system of keeping track of what I do.  Way back during the days of Windows 3.11, I looked for ways to do estimating and project management on my computer.  What I found was software that cost too much and didn't do what I wanted it to, so I figured I would just write my own friggin' software.  I already had Microsoft Office, so I started twiddling around with Excel.

Anyway, what started out as a simple little spreadsheet has now evolved into a fairly complex Excel Application.  This application, which I call XLProject, consists of an estimating template, a project management template, a parts database (which you build automatically as you estimate), several miscellaneous templates for things like change orders, and an Excel add-in which ties it all together.  I use this system every day.  Every estimate I do and every project I manage is done with this system.  A year or so ago, I had thought about giving it away, and I still might, but here lately I've considered trying to market it.

The problem with marketing it though is that I'd wind up getting email from some bonehead wanting me to teach him how to [insert lame, clueless, newbie question here].  Not only that, but then he'd want his money back the first time he had a problem.  I don't have the patience for that.

Here then, are a few of screenshots of the XLProject system at work.  

Here's a shot of the Tabulation sheet.  This is where all the elements of a bid come together. This is a shot of a takeoff sheet. Here's a shot of the pricing system in action.  Once you list all of the parts on a sheet, just click a button, select your options, and everything is priced for you. Here's where you enter daily labor.

Basically, you click a button to create a new estimate.  Name the takeoff sheets what you want, do the takeoff, click a button to price everything, type in the text of the contract and fax it off.  Any item in your takeoff not found in your parts database gets added to it for pricing later.

To price items in the database, you enter the labor and subcontract costs, then click a button to have it incorporated into the system.  Once a month or so, click a button to create individual files for each supplier.  Email each file (which is only the part name and supplier's previous price) to the corrosponding supplier.  They price the items, email it back to you, then you click a button to have the new prices incorporated into the database.

Once you're awarded a contract, open the estimate and click a button to convert it to a job.  Then you enter daily labor, parts, and subcontractor costs as the job goes on.  Basically, the system compares "what you bid to what you did".  You can easily see at any time how you stand as far as your costs.  This system even keeps track of retainage, generates AIA billing forms (filled out, not blank), and suggests how much to bill based on your costs.  I  use the same system to keep track of and bill large time and material jobs.

As it is right now, the system isn't ready for me to release to the public, because it's got some things like our logo and contract forms built in.  Eventually though, I will have it so I can send it to anyone and all they'll have to do is install it and configure their preferences. If anybody out there is interested in this thing, please drop me a line.  I'd love to hear your thoughts.

I now have a home site for XLProject up and running.  Please click here or on the XLProject logo above to visit.


Multiplication

My kids are at that age where they're trying to learn their multiplication tables.  This seemed like an ideal task for Excel, so I created this little program to help them learn.  Here's a screenshot:

Multiplication Tables.gif (45764 bytes)

This thing will prompt you for your name each time you open it or click "Start Over".  From that moment on, it keeps track of how long it takes you to complete the table, then gives you the option of generating a report that shows your name and how long it took you.  Click here to download this little utility for yourself.  Plop your kids down in front of it and see if they like it.  For more of a challenge, download John Walkenbach's version, which scrambles the order of the multipliers (better for older kids who know their tables, just need to work on doing them faster).  Send me an email and tell me what you think!

 

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