This additional feature provides an example of how to implement fee calculation of engineering services in the field of heating, ventilation, cooling and plumbing (HVAC) in accordance with SIA Standard 108.
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
The Swiss Association of Engineers and Architects (SIA) creates standards and regulations applicable to construction and planning in Switzerland. One of these regulations is published in Standard 108 and describes recommendations for service agreements and calculation aids for the remuneration of planning services. The SIA service model regulates the life cycle of a building in six phases and twelve sub-phases and defines the services and fees to be provided by the engineers for each phase.
This Additional Feature provides an example implementation of SIA Standard 108 based on this order:
Based on certain input parameters, budgets are calculated for SIA phases and the fees for HVAC engineering services are calculated.
The download of the config set can be found here .
Overview
SIA Vorlage wählen
, select the desired (supplied) template and confirm the selection with OK.
The template SIA 108 creates the phases on the project, SIA phases including the percentage for heating, ventilation, cooling and sanitary facilities and an offer. If the information dialogue with Ja
is confirmed, a construction object is additionally created directly (see next point).Ja
directly opens the detail page of the construction object. New object positions can be created manually on the construction object via right-click or Menu Actions
menu, or a Template
defined in the settings with predefined object positions can be selected:
Offerte SIA
:
This creates a four-page PDF document with the following information:
In addition, an Activity is created on which the offer is saved.
On the basis of the amounts on the object lines of the construction object, the budgets for the SIA phases are automatically calculated, from which the bid sum finally results.
Since the SIA information on the offer is required for calculation, only those subphases can be calculated automatically, which are located on an offer with valid SIA information. The subphases should always be assigned on the offer, not the parent phases.
The sub-phases represent the sub-phases according to the SIA 108 service model and are located in the SIA Phases folder. The budgets on the sub-phases are calculated on the basis of the following parameters:
The percentage shares can be found both on the page Further information of the individual sub-phases:
as well as in the overview of the SIA Phases folder:
The subphases appear in the SIA Phases folder due to the activated checkbox SIA Berechnung
.
The Phases folder contains the parent phases with the codes 1-6 according to the performance model SIA 108. Subphases are assigned to each phase with the respective matching two-digit codes such as, for example, parent phase 5 realization with the subphases 51-53.
Vorlage
. This will make it appear in the settings in the Project Templates folder:SIA Berechnung
on the More Info page and enter corresponding percentage values if necessary. With the activation of the checkbox, the folder SIA Phases is created, in which the subphases are saved. For a project template to appear as SIA template for selection, the project must contain at least one subphase with an activated checkbox.
New building object templates can be created in the folder Settings > Projects > Templates Building Objects. To do this, select New > Building Object. By right-clicking on the object, the corresponding object positions can now be created:
A name and a position type (HLKS) can be specified for each object position:
Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .
Download the additional feature with the following download link:
Version Requirement | Download |
---|---|
6.7.0.15 | Configset_sia.xml |
The following objects are created by importing the config set:
folder | The following folders are created in the root folder Settings > Projects:
|
User groups |
The editors must be User group assigned to the appropriate user group. |
Reports & Scripts |
|
Project types | The Project Type template is created. |
Activity types | The Type Of Activity offers is created. |
Link types |
|
Custom fields | A total of 18 custom Custom Fields are created. |
Class Settings | Class settings and page customizations for the class Offer, ProjectPhase, CustomClass03 and CustomClass04. |
Translations | A total of 51 Translations are being created. |