In this video we will see how to set up a new board for checking quantities calculated by an external partner.
Boards are interactive tables used for cost estimating, monthly statements, building inventories, or everything else you need to manage with models.
To create a new board we will hover over the folder and click on the button.
There are several options to create a board. Either we start with a blank board and manually fill in the board, or we upload an Excel template to generate the board automatically. This video covers the first case.
When the board is created it is now time to organize it.
The automated numbering of the items can be hidden or not.
The section, groups and items can be renamed.
To populate the board let’s take some lists. Here we assume that we have received an Excel file from an external partner.
The lists are copied in the clipboard and pasted in the board.
A new group can be added for the second part and the items added to the board. And so on.
We add text columns to reflect the content of the Excel file, and complete the workflow with additional quantities, status, notes, files, costs and formulas.
By filtering the values and selecting several items the columns are edited at once.
Unit costs can be added and multiplied by quantities via a simple formula to get the total cost of the item.
At this stage we have set up our board.
In the next video we will calculate the quantities from the model.