Microsoft Excel for Construction Estimating

Excel is one of the most widely used tools for construction estimating. Whether you are building simple estimate sheets or managing more detailed cost information, knowing how to use Excel properly can help you work faster, reduce errors and organize your estimates more effectively.

In this live online course, you’ll learn how to use Excel formulas, functions and estimating-focused tools for typical construction estimating tasks. You’ll create takeoff sheets, use shortcuts, link information between worksheets and workbooks, calculate profit, overhead, markups and taxes, and use charts and Pivot tables to analyze and present estimating information.

Topics: 

• Using Excel formulas and functions for construction estimating
• Creating takeoff sheets for use as templates
• Shortcuts to streamline estimating work
• Linking information in worksheets and workbooks
• Calculating profit, overhead, markups and taxes
• Creating graphs to visually display estimating information
• Using VLOOKUP, HLOOKUP, COUNTIF and SUMIF
• Creating Pivot tables and Pivot charts

This course is for anyone who uses, or is considering using, Microsoft Excel for construction estimating. It is useful for both novice and experienced Excel users who want to apply Excel more effectively to estimating tasks.

Phil Perry, Perry Educational Services

Phil Perry, P.Eng. is an experienced senior project manager with more than 30 years in the construction industry. He has worked in a variety of roles with owners, designers and constructors, most of which included project managing industrial projects for general contractors. Phil has worked with many different delivery systems including stipulated price, cost plus, unit price, construction management and design-build. He has been teaching post-secondary construction management courses for the last eight years and works with various contractors on their professional development programs.

This workshop is hosted by the instructor on the GoToTraining platform. Access information and any course materials will be provided to you by the instructor via email in advance of the training.

WCA Cancellation Policy

WCA will provide a full refund or education credit equal to the amount paid for the course if registration is cancelled two (2) full business days prior to the course start date. Payment is non-refundable for cancellations made within two (2) full business days of the course start date and there will be no transfers to future course dates.

Complimentary substitution of another member of your company/team is welcome right up until the course start time for no additional fee. Please email us at wcaeducation@winnipegconstruction.ca if you require a substitution.