Vico Office Client: Report Editor Video Tutorials
When it comes right down to it, isn't BIM all about creating a better Owner experience? Shouldn't that experience include working hand-in-hand with the partners s/he's selected? Shouldn't that work process include teamwork, transparency, and trust?
Without sounding dramatic, that's what Vico's reporting capabilities offer. Here is a snapshot of your project: the current cost versus budget; the current schedule versus the target; here are some options that the team has been working on and here are their implications to the project. Creating that better Owner experience is not just the Project Executive's job - it requires everyone on the team. These reports harness the information from the estimating team, the scheduling team, and the field team and provide actionable intelligence about the project. So learning how to use Vico's Reporting Engine is a very important step.
Perhaps in your organization, the responsibility for creating reports will lie with the BIM Manager, or perhaps the Project Manager. Or perhaps the head of each department will be responsible for 5-10 reports per their functional area. Regardless, understanding how the reporting engine works will help you as a Vico Office user contribute more valuable data. Remember, because Vico Office is a database, the engine can query any field and report back a multitude of values. So good data in means good data out.
In order to complete the exercises described in this Reporting video tutorial series, we recommend that you build out your cost data first with the Exercises contained in the Cost Planner video training series. Please note that for the formatting to work correctly, your Cost Planner data should include “dedicated node levels,” meaning: your Assembly/Component structure should be set up consistently, with types of information (such as "Resources" or "Uniformat categories") on the same level throughout your cost plan.
We've developed these video tutorials to walk you through the major pieces of functionality in easy bite-sized chunks. Refer back to these videos as often as you like. We'll continue to update the materials as new releases of Vico Office are issued.
After watching these video tutorials on the major features of the Vico Office Client, please navigate to the FAQs to learn even more. And when you're ready, please feel free to advance to the next level. You can also request to receive the entire video collection by completing the form on the Vico Office Training Videos page.
Vico Office Client Level 1: Report Editor
Step One: Creating and Formatting a Construction Quantity Takeoff Report
There are two important points to understand before using Report Editor in the Vico Office Client. Number One is that Vico Office is a database. Therefore, each and every field for each and every user is a part of the database that can be reported. Number Two is that the reporting is completely customizable - so if your company is used to a corporate look and feel to their reports, you can re-create that in Report Editor.
This training video gives users the basic overview of Report Editor, explaining the basic components for the report: the tools, field list, and the properties. We also discuss the banding structure of reports in Vico Office - think of it as a page layout and outline for the report. With this under our belts, we'll move on to create a Quantity Takeoff Report based on the work we completed in the Cost Planner tutorials.
It's nice to know that users have the option to create one report and use that as the template for all future reports...or build them one-by-one...and/or customize the existing reports with additional filtering. This flexibility means that everyone on the team can access the data they need, when they need it.
Even if you don't think you will ever need a Quantity Takeoff Report, we still recommend viewing this video because of all the tips and tricks you can apply to the specific reports you will build.
Step Two: Creating and Formatting a Construction Cost Plan Report
How do you set up an estimate at your firm? Let's start with the basic fields in this training video and you can customize your reports from this point. We also take a look at using calculated fields and building the formula with the expression editor.
There is also a good visual explanation of node levels ranging from the project istelf, to the building system, to the materials, to the labor. This explanation helps solidify the concept of the 5D model containing all the scheduling and estimating data. This video also emphasizes the importance of building solid templates - formatted to your company standard - so that your Owner deliverables are uniform.
Step Three: Creating and Formatting a Construction Resource-Based Cost Report
Recall the explanation of node levels in the last video - now we are going to focus on node 6 and refine our Cost Plan Report.
Using an existing cost plan report, we will modify it to include only resource line items. To further hone the report, this video illustrates how to filter and group items, apply a summation feature to each group, and then expose details pertinent to your audience.
Step Four: Creating and Formatting a Construction Cost and Quantity Variance Report
One of the advantages of working with 5D BIM models is being able to show the Owner different what-if scenarios. What if we added more retail floors, more levels to the parking lot, what if we used Green materials in place of conventional materials? In this video tutorial, we’ll see how to create a report comparing two versions of the cost plan using the parameters setting.
Again, even if you are not the estimator creating this report to communicate the scenario options to the Owner and/or the design team, it is still important to learn the concepts so you can apply them to your own departmental reports.
Step Five: Creating and Formatting a Constructability Issues Report
So you might be asking yourself, "Why are we jumping from a Quantity Takeoff Report to an Estimate, to a Resource report, to a What-If Analysis, to a Constructability Report?"
The answer is easy. Vico Office Client is the one mandatory module in the Vico Office Suite. It is the one piece that ties everyone on your project together...and ties every project in your firm together. Not only is it the model manager, but it is also the Reporting Hub. And each of these functions (clash detection, scheduling, and estimating) need to share information with their project teams.
Creating and sharing constructability issue reports is a great way to add efficiencies to coordination meetings. This video tutorial explains how to use the image sequencer to add images and screenshots with markup to your report, as well as page breaks to make the report clean and easy to read. Of course, applying other filters will sort your report by trade, severity, or location, so you have total flexibility. Even if you are not the clash detection expert, it is still helpful to learn these tips and tricks for using Report Editor.
Now that you've learned the basics of Reporting in Vico Office, what report will you build first? Be sure that you have completed all the Cost Planner video tutorials before moving on to the Schedule Planner training series. And don't forget that you can download all the videos if you want to watch them with your colleagues during a series of lunch and learn sessions.
We also have an archived webinar on the topic of Reporting in Vico Office. Be sure to access that resource to learn even more about this subject.