Custom Homebuilder Financial Assistant

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					Custom Homebuilder Financial Assistant
                 Design Report

                     Dec04-03

                    Project Clients
            Mark Taylor - Total Construction
           Duane Jensen - JCorp, Incorporated
          Brian Pittman - Pittman, Incorporated


                   Faculty Advisors
               Professor John W. Lamont
            Professor Ralph E. Patterson III
               Professor Todd L. Sirotiak


                     Student Team
                     Bo J. Rohlfsen
                  Kenneth Q. Sabotta
                    Joseph D. Black
                   Jon E. von Gillern
                   Ryan J. Kauffman
                    Ryan J. Hawkins




                     April 11, 2012
                                                         Table of Contents
Table of Contents ............................................................................................................................... i

List of Figures................................................................................................................................... iv

List of Tables ..................................................................................................................................... v

List of Definitions ............................................................................................................................. vi

1 Abstract........................................................................................................................................ 1-1

2 Acknowledgements ..................................................................................................................... 2-2

3 Problem Statement ..................................................................................................................... 3-1

   3.1         General Problem Statement....................................................................................................... 3-1

   3.2         General Solution Approach ....................................................................................................... 3-1

4 Operating Environment ............................................................................................................. 4-1

   4.1         Requirements .............................................................................................................................. 4-1

   4.2         Conditions.................................................................................................................................... 4-1

5 Intended Users and Uses ............................................................................................................ 5-1

   5.1         Intended Users ............................................................................................................................ 5-1

   5.2         Intended Uses .............................................................................................................................. 5-1

6 Assumptions and Limitations .................................................................................................... 6-1

   6.1         Assumptions ................................................................................................................................ 6-1

   6.2         Limitations .................................................................................................................................. 6-6

7 Expected End Product and Deliverables .................................................................................. 7-1

   7.1         Custom Homebuilder Financial Software Package ................................................................. 7-1

   7.2         Sample Data and Tutorials ........................................................................................................ 7-1

   7.3         Operation/User Manual ............................................................................................................. 7-1

   7.4         Client Assistance ......................................................................................................................... 7-1



Custom Homebuilder Financial Assistant                                                                                                                       i
8 Approach Used ............................................................................................................................ 8-1

   8.1        Design Objectives ........................................................................................................................ 8-1

   8.2        Functional Requirements ........................................................................................................... 8-3

   8.3        Design Constraints ...................................................................................................................... 8-8

   8.4        Technical Approach Considerations and Results .................................................................... 8-9

   8.5        Testing Approach Considerations ............................................................................................. 8-9

   8.6        Recommendations Regarding Project Continuation or Modification ................................. 8-10

9 Detailed Design ............................................................................................................................ 9-1

   9.1        Graphical User Interface Design ............................................................................................... 9-1

   9.2        General Graphical User Interface Design .............................................................................. 9-12

   9.3        Startup Wizard Interface Design ............................................................................................ 9-16

   9.4        Project Interface Design ........................................................................................................... 9-21

   9.5        Pricing Template Interface Design.......................................................................................... 9-34

   9.6        Data Storage Design ................................................................................................................. 9-35

10 Resource Requirements .......................................................................................................... 10-1

   10.1       Effort Requirements per Task ................................................................................................. 10-1

   10.2       Effort Requirements per Employee Resource........................................................................ 10-2

   10.3       Effort Requirements per Employee per Task ........................................................................ 10-2

   10.4       Employee Salary Costs ............................................................................................................. 10-5

   10.5       Project Documentation and Presentation Costs .................................................................... 10-6

   10.6       Total Project Costs ................................................................................................................... 10-6

11 Schedules.................................................................................................................................. 11-1

   11.1       Project Schedule ....................................................................................................................... 11-1

   11.2       Project Deliverables Schedule ................................................................................................. 11-2

12 Project Team Information ..................................................................................................... 12-1

   12.1       Client Information .................................................................................................................... 12-1

Custom Homebuilder Financial Assistant                                                                                                    ii
   12.2       Faculty Advisors ....................................................................................................................... 12-1

   12.3       Student Team ............................................................................................................................ 12-2

13 Closing Summary .................................................................................................................... 13-1

Appendix A - Construction Specifications Institute Divisions.................................................. A-1




Custom Homebuilder Financial Assistant                                                                                                   iii
                                                     List of Figures
Figure 9-1 Program Flowchart ......................................................................................................... 9-1
Figure 9-2 Project Flowchart ........................................................................................................... 9-3
Figure 9-3 Pricing Template Flowchart ........................................................................................... 9-6
Figure 9-4 Project Interface Flowchart ............................................................................................ 9-9
Figure 9-5 - Screenshot of Startup Wizard with no project selected ............................................. 9-17
Figure 9-6 - Screenshot of Startup Wizard with a project selected ............................................... 9-18
Figure 9-7 - Screenshot of Startup Wizard with no pricing template selected .............................. 9-20
Figure 9-8 - Screenshot of Startup Wizard with pricing template selected ................................... 9-21
Figure 9-9 - Screenshot of Project Interface Design Wizard ......................................................... 9-22
Figure 9-10 - Screenshot of the Client Questionnaire in progress ................................................. 9-26
Figure 9-11 - Screenshot of Detailed Bidding Review .................................................................. 9-28
Figure 9-12 - Screenshot of Contract Preparation and Review ..................................................... 9-29
Figure 9-13 - Screenshot of Project Scheduling and Calendar ...................................................... 9-31
Figure 9-14 - Screenshot of Actual Cost Adjustment .................................................................... 9-33
Figure 9-15 - Screenshot of Project Completion Review .............................................................. 9-34
Figure 11-1 Production Schedule .................................................................................................. 11-1
Figure 11-2 Project Deliverables Overview .................................................................................. 11-3
Figure 11-3 Detailed Deliverables Schedule ................................................................................. 11-4




Custom Homebuilder Financial Assistant                                                                                     iv
                                                      List of Tables
Table 10-1 Effort Requirements per Task ..................................................................................... 10-1
Table 10-2 Effort Requirements per Employee ............................................................................. 10-2
Table 10-3 Itemized Effort for Bo J. Rohlfsen .............................................................................. 10-2
Table 10-4 Itemized Effort for Kenneth Q. Sabotta ...................................................................... 10-3
Table 10-5 Itemized Effort for Joseph D. Black ............................................................................ 10-3
Table 10-6 Itemized Effort for Jon E. von Gillern ........................................................................ 10-3
Table 10-7 Itemized Effort for Ryan J. Kauffman......................................................................... 10-4
Table 10-8 Itemized Effort for Ryan J. Hawkins........................................................................... 10-4
Table 10-9 Employee Salary Costs ................................................................................................ 10-5
Table 10-10 Project Documentation Costs .................................................................................... 10-6
Table 10-11 Total Project Cost ...................................................................................................... 10-6
Table 11-1 Deliverable Overview Schedule .................................................................................. 11-2




Custom Homebuilder Financial Assistant                                                                                    v
                                   List of Definitions
Developer – A person who codes software solutions.
CSI – Acronym for Construction Specifications Institute; the institute which created the divisions
used in common construction projects
GUI – Acronym for Graphical User Interface; the part of a software application that the user
interacts with
Personal Computer – A computer built around a microprocessor for use by an individual, as in an
office or at home or school.
Software – written programs or procedures or rules and associated documentation pertaining to the
operation of a computer system and that are stored in read/write memory
Solution – The method or process of solving a problem




Custom Homebuilder Financial Assistant                                                vi
1 ABSTRACT
Software for estimating, bidding, scheduling, tracking, and administering the paperwork required
for a large construction project is readily available to large general contractors. It is, however, well
beyond the scope and requirements of a smaller, custom homebuilder. This project shall design,
implement, and test a software package tailored to the needs of a smaller, custom homebuilder. The
package shall provide for conceptual and parametric cost estimating and management of the
bidding process required for building a custom home with subcontractors. The package shall allow
for post-completion review and feedback to perfect the software variables and improve the utility
of the package. This shall give small custom homebuilders an efficient way to manage their
estimation process as well as store information regarding the subcontractors they use and provide a
stepping stone to larger software packages used in this area.




Custom Homebuilder Financial Assistant                                                    1-1
2 ACKNOWLEDGEMENTS
Special thanks go to Professor John Lamont, Professor Ralph Patterson III, and Professor Todd
Sirotiak for their initial and continuing guidance on this project. Thanks also go to the Custom
Homebuilder Financial Assistant clients, Mark Taylor of Total Construction, Brian Pittman of
Pittman Incorporated, and Duane Jensen of JCorp, Incorporated, for their time and participation in
improving the quality and usefulness of this project.




Custom Homebuilder Financial Assistant                                               2-2
3 PROBLEM STATEMENT
The following is a listing of the general problem statement as well as the general solution approach
that shall be used during the creation of the Custom Homebuilder Financial Assistant.

3.1    General Problem Statement
Small custom homebuilders currently have no software to assist them when dealing with clients in
the bidding, contracting, and scheduling process.         The software that is available to large
construction companies is both expensive and cumbersome. It is not feasible or reasonable for a
small custom homebuilder to pursue this software solution. This leads the homebuilder to make
back-of-the-envelope calculations and leaves significant room for error. It also makes it difficult to
adjust the calculations for the next time they build a house.

3.2    General Solution Approach
This project shall develop a software solution to meet the needs of small custom homebuilders.
The software shall allow the builder to have templates for easy estimate setup. Each house shall be
a separate project so the builder can work on multiple homes at the same time. With a wizard the
builder shall be guided to ask questions to their client that help create a more accurate estimate.
After the estimate has been fine-tuned a contract shall be created. The software shall assist the
builder in the scheduling process of the sub-contractors and when client information such as paint
color needs to be decided




Custom Homebuilder Financial Assistant                                                  3-1
4 OPERATING ENVIRONMENT
The general requirements and operating conditions are specified below.

4.1     Requirements
The operating environment for The Custom Homebuilder Financial Assistant shall have the
following requirements.

4.1.1     Microsoft Windows XP
This project shall consist of software that shall be built for Microsoft Windows XP with the latest
Service Pack installed.

4.1.2     Microsoft .NET Framework
This project shall run with a dependency on the Microsoft .NET Framework. The latest version of
the .NET Framework, currently version 1.1, shall be required for proper installation and use.

4.2     Conditions
The Custom Homebuilder Financial Assistant shall operate under the following conditions.

4.2.1     Physical Stress
This project shall function under the normal shock ratings specified by the hardware manufacturer.
These specifications may be found in the owner’s manual supplied with the computer system.

4.2.2     Weather Conditions
This software project shall operate under the weather conditions specified by the hardware
manufacturer, including, but not limited to: humidity, precipitation, temperature, water submersion,
sunlight, and spills. These specifications may be found in the owner’s manual supplied with the
computer system.




Custom Homebuilder Financial Assistant                                                 4-1
5 INTENDED USERS AND USES
The following users and uses shall be considered during the development of this software solution.

5.1     Intended Users
The intended users of this project are small custom homebuilders and their sales staff. A small
custom homebuilder is defined as a builder that only produces between one (1) and four (4) homes
per year. The homebuilder shall have extensive knowledge about what is required to build a
custom home.
The homebuilder is not likely to be a computer expert, so ease-of-use shall be critical component to
the success of the software package. The application must be easy to learn and able to function
with minimal computer knowledge as to not frustrate the end user. The user shall be expected to
have at least elementary knowledge of computers, including how to install software and run
programs from the Start Menu. They must also be able to use a mouse, keyboard, and other
peripherals connected to the computer.

5.2     Intended Uses
The intended use of this project is to assist a small custom homebuilder in the planning, estimating,
bidding, and contractual stages of the home building process. The builder shall be able to use this
project to create a general estimate based on initial knowledge of the home design. The software
shall also be able to refine estimates as time progresses based upon client choices and data
availability. Whenever the builder is ready to offer a bid, at the click of a button they shall be able
to create a contract for the customer to sign.

5.2.1      Client Questionnaire
The software package shall provide the user with a list of questions to complete based on physical
properties of the house as well as the client’s opinion and input. This set of information shall be
stored and used to automatically fill in necessary data in the estimation process.




Custom Homebuilder Financial Assistant                                                   5-1
5.2.2      Detailed Bidding Review
The software package shall provide the user with an interface to modify main cost drivers in the
building process. These drivers shall be automatically placed within the software based on the
client questionnaire answered previously.

5.2.3      Contract Preparation and Review
The end user shall be able use the software package to easily prepare and review necessary
contracts involved in the building process.

5.2.4      Project Scheduling and Calendar
The end user shall be able to use the software package to prepare all necessary dates involved in the
building process, easily orchestrating sub-contractors and the future home owner.

5.2.5      Actual Cost Adjustment
The end user shall be able to use the software package to track building costs for future review and
process.

5.2.6      Project Completion Review
The end user shall use the software to recognize where initial estimates have gone awry so that the
estimation process can be more accurate in the future.

5.2.7      Pricing Template
The end user shall use the pricing template as an extremely general starting point for their project.
The pricing template shall allow the user to create a default cost per square foot as well as default
allowances, which shall be used in the creation of a new project.




Custom Homebuilder Financial Assistant                                                 5-2
6 ASSUMPTIONS AND LIMITATIONS
The following assumptions and limitations shall be used during the development of the Custom
Homebuilder Financial Assistant Application.

6.1       Assumptions
The following initial assumptions shall be used for the development of this software project.

6.1.1      General Assumptions
The following is a list of assumptions that shall be related to the general use of the Custom
Homebuilder Financial Assistant Application.

6.1.1.1     Windows XP Operating System
It is assumed that the client shall be using Microsoft Windows XP Operating System because it is
the business standard operating system and is compatible with most current PC hardware.

6.1.1.2     .NET Framework Installation
It is assumed that the client shall not have the Microsoft .NET Framework installed because it is
not a critical update from the Windows Update Website. The .NET Framework shall be included
for distribution on the deliverable media and installed automatically on the end users system as a
prerequisite for the software package installation.

6.1.1.3     Knowledge of Part Costs and Suppliers
It is assumed that the cost and availability of the many parts shall be known by the client because
the software shall initially have no prior knowledge of these costs. These costs and inventory shall
then be stored by the software for future reference.

6.1.1.4     Knowledge of Weather Variations
It is assumed that the variations of weather shall be known by the client because these variables
shall not be predetermined by the software. The software shall use these variables to allow for
greater accuracy in estimating costs during inclement weather seasons.



Custom Homebuilder Financial Assistant                                                 6-1
6.1.1.5     Knowledge of Sub-Contractors
It is assumed that the sub-contractors shall be known by the client because their information is
needed by the software to provide the best estimations. It is assumed that the client shall know the
quality, craftsmanship, budgets, and costs of the sub-contractors and be able to enter more
information after each project to add to the local storage of information.

6.1.1.6     Computer Literacy
It is assumed that the user shall have a general understanding of computer technology. The user
shall know how to operate a mouse and keyboard, as well as be able to install and execute software.

6.1.1.7     Knowledge of Homebuilding
It is assumed that the user shall have vast prior knowledge of homebuilding. The user shall be
required to provide information specific to homebuilding costs and design specifications.

6.1.1.8     Understanding of the CSI Specification
It is assumed that the user shall have an understanding of the CSI specification and the sixteen
categories it involves. The user shall be required to enter information related to many categories
within the specifications, but may not shall not be strictly bound to its categories.

6.1.1.9     Size of Homebuilder
It is assumed that the homebuilder shall be building a maximum of four (4) homes per year. This is
the target audience for this software package.

6.1.1.10    Maximum Number of Users
It is assumed that there is a maximum of one (1) concurrent user for the software because the
software shall only initially run on one system. Future developments may expand this by allowing
for synchronization between multiple systems.

6.1.1.11    Continuous Power Supply
It is assumed that continuous power shall be supplied to the personal computer on which the
software is operating because of the use of volatile memory. Manipulated items shall be written to
disk only on intervals of five (5) minutes or when the user performs a ‘Save’ on the data.


Custom Homebuilder Financial Assistant                                                  6-2
6.1.1.12    Single Instance of Program
It is assumed that the user shall only run a single instance of the program at any given time because
of the input and output limitations. The user must fully exit a given instance of the program in
order to open a new instance.

6.1.1.13    Availability of Mouse
It is assumed that the user shall have access to a mouse or other form of pointing device because it
shall be required to perform certain tasks. The user shall use the mouse to manipulate settings
within the program.

6.1.2      User Interface Assumptions
The following is a list of limitations that shall be related to the user interface within the Custom
Homebuilder Financial Assistant Application.

6.1.2.1     Uniformity of User Interface
It is assumed that the software shall produce windows and forms that are graphically uniform to
one another.

6.1.2.2     Complexity of Menus
It is assumed that the user shall be able to easily navigate through the menus provided by the
software. Menu items shall be arranged by category as well as logically to ensure the least amount
of confusion when they are being used. Also, the menu shall provide an interface to gain help
documentation within the software.

6.1.2.3     Number of Windows
It is assumed that the user shall only interact with one window at any given time. Although the
software may operate with more than one window visible to the user, the user shall only be able to
interact with a single window at any given moment.




Custom Homebuilder Financial Assistant                                                 6-3
6.1.2.4     Project Creation through both the Menu and the User Interface
It is assumed that the user shall be able to create a new project with the user interface when the
program is initially run. The user shall also be able to create a new project from the menu system
at any time while using the software.

6.1.2.5     Pricing Template Creation through both the Menu and the User Interface
It is assumed that the user shall be able to create a new Pricing Template with the user interface
when the program is initially run. The user shall also be able to create a new Pricing Template
from the menu system while using the software.

6.1.3     Data-Related Assumptions
The following is a list of assumptions that shall be related to the data involved within the Custom
Homebuilder Financial Assistant Application.

6.1.3.1     Building Plan Available
It is assumed that blueprints or some other similar plan shall be available prior to using this
software. This shall assist the user in creating an accurate estimate.

6.1.3.2     Single Home per Data Set
It is assumed that a single home shall be stored in each data file to facilitate movement of
estimation plans from one computer to another. The software shall store data related to a specific
home design in a unique location for later access and manipulation.

6.1.3.3     Homes Defined from Template
It is assumed that the user shall define new homes based off a template because many of the steps
and prices are similar across all homes. The user shall then adjust certain items to fit the
specifications of the current home being designed.




Custom Homebuilder Financial Assistant                                               6-4
6.1.3.4       Template Availability
It is assumed that a template shall be readily available on the user’s system because it shall be
distributed with the software solution. The end user is assumed to not manually edit the files
because it shall produce critical errors.

6.1.3.5       Maximum Size of Home
It is assumed that the maximum size of the home shall be 5000 square feet because of the pricing
data of the structure. The user shall be able to create a home design up to, but not exceeding, this
limitation.

6.1.3.6       Storage Availability
It is assumed that the user shall have adequate free space on their system to accommodate both
installation and data storage because it is necessary for proper installation and operation. The
system should have an estimated 50 Megabytes of available disk space for program installation and
extra space for each data set stored.

6.1.3.7       File Syntax
It is assumed that a specific syntax shall be used to store data in the file because it shall be how the
program functions to read and write data. The end user is assumed not to manually edit the files
because it shall produce critical errors.

6.1.3.8       File Differentiation
Files containing information regarding templates shall be stored in a separate file than files
containing information regarding a particular project. This shall ensure that metrics based on a
template are maintained from one project to another.




Custom Homebuilder Financial Assistant                                                    6-5
6.1.3.9       Editing Templates used in Projects
It is assumed that the user shall be able to edit templates previously used in homebuilding projects.
These changes shall not affect projects in which the original templates were used, but shall instead
be used for new projects only.       The changes made to the template shall also be reflected
immediately in the storage files to ensure data recovery if the program or the operating
environment malfunctions or fails.

6.1.3.10      Editing Projects
It is assumed that the user shall be able to edit data used in a project through the user interface.
These changes shall be reflected immediately in the storage files to ensure data recovery if the
program or the operating environment malfunctions or fails.

6.1.3.11      Printing
It is assumed the user is able to print from the workstation the software is being run on. This shall
allow the software to produce physical reports as well as lists for their customers to use in the
homebuilding process. This shall also allow the user to produce physical records of the data used
in this software for filing.

6.1.3.12      Null Values
It is assumed that there shall be no null values entered into the stored files. Instead, values of zero
(0) shall be used for numbers and the empty string (“”) for stored text.

6.2       Limitations
The following limitations have been determined or provided for the Custom Homebuilder Financial
Assistant.

6.2.1        General Limitations
The following is a list of limitations that shall be related to the general use of the Custom
Homebuilder Financial Assistant Application.




Custom Homebuilder Financial Assistant                                                   6-6
6.2.1.1       Size of Homebuilder
It is assumed that the homebuilder shall be building one (1) to four (4) homes per year. This is the
audience that the software package shall appeal to.

6.2.1.2       Financial Limitations
The client shall not be required to buy additional software to run the final product. This includes
such software as Microsoft Office and Microsoft SQL Server 2000. Both software items would be
potential benefits to the project but other approaches shall be adequate. This shall save the client
money.

6.2.1.3       Maximum Size of Home
The maximum size of the home shall be limited to 5000 square feet because of the pricing data of
the structure. The user shall be able to create a home design up to, but not exceeding, this
limitation.

6.2.1.4       Use of Single Computer
The user shall be limited in the initial development to only having a single personal computer
running this software for the business. Future expansions shall allow for software synchronization
which shall allow multiple computers to operate on the same tasks.




Custom Homebuilder Financial Assistant                                                6-7
7 EXPECTED END PRODUCT AND DELIVERABLES
The following end product and deliverables shall be created for distribution upon completion of the
Custom Homebuilder Financial Assistant Application.

7.1    Custom Homebuilder Financial Software Package
The software package shall consist of an installer to install and setup all necessary files and
executables needed to run the Custom Homebuilder Financial Assistant. The package is the
medium the end user shall utilize to create estimates as well as keep track of contractor bid history
and sub-contractor work history.

7.2    Sample Data and Tutorials
Sample data shall be included with the software package including fictional bid histories of
subcontractors and tutorials that show the user how to customize the bid process. They shall be in
HTML format so that they can be read using a computer’s web browser and can be accessed
outside the software package.

7.3    Operation/User Manual
This document shall outline the roles of each user and how that user shall interact with the software
package.   It shall also cover installation of the product and product maintenance issues (i.e.
importing and exporting data).     This document shall be available in HTML format with the
software as well as a bound printed copy on delivery.

7.4 Client Assistance
Assistance shall be provided to the client upon completion of the end product. The client shall be
instructed on the use of the software, as well as be given presentations of the features of the
software. Clients shall be shown how to enter the data and gather the expected results from the
application and gain the knowledge to perform these tasks on their own.




Custom Homebuilder Financial Assistant                                                 7-1
8 APPROACH USED
The following approach shall be used for the development of the Custom Homebuilder Financial
Assistant Application.

8.1    Design Objectives
To provide for acceptable operation, the Custom Homebuilder Financial Assistant shall have the
following functional requirements.

8.1.1 Create Construction Estimates
The software shall create the estimates needed for the construction process of building a custom
home. The estimates shall be based upon data taken from the user and the factoring of variables
common to the system.

8.1.1.1 Accept User Input
The program shall accept the user input of information related to the estimate of a project. This
information shall contain items such as the price, quantity, and other related information dealing
with production materials.

8.1.1.2 Provide Printout of Estimate
The system shall provide a function to print the estimate created within the program. This estimate
shall contain the desired information of the end user, and only that information which is required
for the project to be a success.

8.1.2 Accept and Create Project Bids
The program shall consist of a section for the acceptance and creation of project bids. These bids
shall come from subcontractors or from the internal workings of the client’s company. The user
shall be able to input the given information and be able to use bid information in the creation of
project designs.




Custom Homebuilder Financial Assistant                                               8-1
8.1.2.1 Accept User Input
The application shall accept the user input of information related to the bidding of a project. This
information shall consist of items related to subcontractor bidding or prices generated by the user’s
company. The user shall be able to enter bids from multiple subcontractors for each of the
homebuilding processes.

8.1.2.2 Provide Printout of Bid
The program shall provide a function to print the bids generated within the program. The
information contained on the printout shall consist of the subcontractor information as well as the
details of the bid.

8.1.3 Provide Scheduling for Construction Projects
This section shall be completed by future senior design teams. The Custom Homebuilder Financial
Assistant project shall provide scheduling assistance for the user. This assistance shall allow the
user to enter specific deadlines for the project and view information about the schedule.

8.1.3.1 Accept User Input
The software shall accept input from the user which shall include a task name, a start date, and a
finish date for all tasks. The user shall enter this information into the system where it shall be
stored for future access.

8.1.3.2 Provide Printout of Project Schedule
The system shall provide a function to print the schedule of a project. This printout shall include
each scheduled item for the project as well as the details related to the schedule.

8.1.4 Assist in Tracking of Construction Status
This section shall be completed by future senior design teams. The solution shall include a module
to assist in the tracking of construction projects. Items that shall be tracked include project status,
budget details, and company resources. The user shall be able to input and modify all information
related to the status of the project and view the details of the project at any time.




Custom Homebuilder Financial Assistant                                                   8-2
8.1.4.1 Accept User Input
The user shall be able to input information related to the status of the project and update this
information. The user shall enter the information related to the tracking of a project, such as
timelines and constraints, into the system to generate tracking reports.

8.1.4.2 Provide Printout of Current Status
The system shall consist of a function that shall print the tracking status of a project. The printout
shall include information related to each task and the status of the task.

8.1.5 Administer Paperwork for Construction Projects
The application shall include a module which shall be used in the administration of paperwork
related to the construction projects. This module shall accept the user input of the information
needed to generate the paperwork, provide views of the information related to the project, and
allow for the printing of information.

8.1.5.1 Accept User Input
The software shall accept user input of the information required to generate administration
paperwork for the construction projects. The user shall enter information related to the specifics of
administration paperwork such as contractual information and complete project overviews.

8.1.5.2 Provide Printout of Paperwork Needed for Project
The software shall include a function that shall produce a printout of the project paperwork. Items
that shall be printed include contracts and general project overviews.

8.2     Functional Requirements
These are the functions that the software shall perform.

8.2.1     Program Functionality
The program shall have the following functionality.




Custom Homebuilder Financial Assistant                                                  8-3
8.2.1.1     Open
The program shall have the ability to be opened. This shall start the program so the builder can use
it.

8.2.1.2     Close
The program shall have the ability to be closed. This shall allow the user to end the program when
they are done using it.

8.2.1.3     Help
The program shall have an integrated help function to direct the user when it is unknown what to
do.

8.2.2      Project Functionality
The program shall have the following functionality related to projects.

8.2.2.1     Create
The user shall be able to create a new project. This shall create a new file of the same name as the
project.

8.2.2.2     Save
The user shall be able to save changes to a project they are working on. This shall write the
information to the file holding the project.

8.2.2.3     Open
The user shall be able to open a project that has been previously created and saved.

8.2.2.4     Delete
The user shall be able to delete a project that is no longer wanted or needed.

8.2.2.5     Edit
The user shall be able to edit a project that has already been created and is currently open.



Custom Homebuilder Financial Assistant                                                   8-4
8.2.2.6     Print
The user shall be able to print the project information during the detailed bidding review, contract
preparation, and project review stages.

8.2.2.7     Help
There shall be a help section related to each of these project functions.

8.2.2.8     Client Questionnaire
There shall be a questionnaire to determine the client’s needs and desires. The program shall save
this information in the XML file created for this project.

8.2.2.9     Detailed Bidding Review
There shall be a detailed bidding review function of the program. The detailed bidding review shall
allow for the ability to fine tune any allowances that may need to be adjusted following the client
questionnaire.

8.2.2.9.1     View
There shall be a way to view the current bid. The information contained in this view shall relate to
the items specific to the project bidding.

8.2.2.9.2     Edit
There shall be a way to edit the current bid.

8.2.2.9.3     Print
There shall be a way to print the current bid.

8.2.2.10    Contract Preparation and Review
There shall be a contract preparation and review function of the program.

8.2.2.10.1 View
The user shall be able to view the contract. The information contained in this view shall relate to
the many items specific to the contract preparation and review.



Custom Homebuilder Financial Assistant                                                8-5
8.2.2.10.2 Edit
The user shall be able to edit the contract.

8.2.2.10.3 Print
The user shall be able to print the contract.

8.2.2.11     Project Scheduling and Calendar
There shall be a project scheduling and calendar function of the program.

8.2.2.11.1 Calendar
There shall be a calendar for the builder to put important dates on such as deadlines and timelines.

8.2.2.11.2 Time Constraints
The calendar shall be able to monitor time constraints for a project and the deadlines for important
decisions that are to be made by the client.

8.2.2.11.3 Print
The program shall be able to print the calendar.

8.2.2.12     Cost Tracking
The program shall allow the builder to keep track of actual costs and compare them to the
estimates.

8.2.2.12.1 View
The program shall allow the builder to view what the current actual costs have been.

8.2.2.12.2 Edit
The program shall allow the builder to add and edit current costs.

8.2.2.12.3 Print
The program shall allow the builder to print all of the information stored in the cost tracking.




Custom Homebuilder Financial Assistant                                                   8-6
8.2.2.13    Project Review
There shall be a project review function of the program where the user shall be able to analyze the
entire software process.

8.2.2.13.1 View
The user shall be able to view the project review to determine if any changes need to be made to
the current pricing template or the homebuilding process.

8.2.2.13.2 Print
The user shall be able to print the project review.

8.2.2.13.3 Prompt for Action
The program shall prompt the user to make changes if the estimates were significantly off.
Significant shall be defined as more than 15% off of the estimate.

8.2.3      Pricing Template Functionality
The program shall have the following functionality related to pricing templates.

8.2.3.1     Create
The user shall be able to create a new template. This shall create a new file of the same name as
the template.

8.2.3.2     Save
The user shall be able to save changes to a template that is currently being edited. This shall write
the information to the file holding the template.

8.2.3.3     Open
The user shall be able to open a template that has been previously created and saved.

8.2.3.4     Delete
The user shall be able to delete a template that is no longer wanted or needed.



Custom Homebuilder Financial Assistant                                                  8-7
8.2.3.5      Edit
The user shall be able to edit a template.

8.2.3.6      Help
There shall be a help section related to each of these template functions.

8.2.3.7      Cost Estimate Input
The user shall be able to input the cost estimate for each section.

8.2.3.8      Allowance Adjustment
The user shall be able to adjust any of the allowances that have been set for any section of the
project.

8.3       Design Constraints
Multiple constraints and considerations shall be taken into account during the production of the
software project. These items are listed below.

8.3.1 Operating Temperature
The project shall operate at temperatures specified in the owner’s manual of the personal computer
in which the software is running. The software shall maintain all functionality in such temperatures.

8.3.2 Weather Exposure
The project shall operate under weather conditions as specified in the owner’s manual of the
personal computer in which the software is running. The software shall maintain all functionality in
such weather conditions.

8.3.3 Application Installation Size
The application shall install on the end user system occupying less than 50 Megabytes of storage
space. The computer system shall have adequate storage space for the product installation plus free
space dedicated to the storage of saved projects.




Custom Homebuilder Financial Assistant                                                 8-8
8.4       Technical Approach Considerations and Results
Different technologies are available for the production and implementation of the Custom
Homebuilder Financial Assistant. Such technology choices are itemized below.

8.4.1 Computer Hardware
The Custom Homebuilder Financial Assistant shall operate on 32-bit x86 based personal
computers. The computer shall meet the requirements of Microsoft Windows XP Professional
installation as listed in Appendix A.

8.4.2 Operating Systems
The software shall function on any system operating on Microsoft Windows XP Professional. The
requirements for the installation of Microsoft Windows XP are listed in Appendix A.

8.4.3 Extra Operating System Requirements
The software shall have an extra requirement of having the Microsoft .NET Framework version 1.1
installed on the personal computer. This installation is a free download from the Microsoft
Windows Update Website and shall be distributed with this software package.

8.4.4 Programming Languages
The software shall be developed using Microsoft Visual Studio .NET 2003. The application shall
be created in the C# (pronounced C-Sharp) language using the visual interface provided by Visual
Studio.

8.4.5 Data Storage
The software shall use XML flat files for data storage. This architecture shall allow for complete
storage of all required data within the XML files. These files shall be accessed from the C# code.

8.5       Testing Approach Considerations
The software shall be tested to ensure proper operation and to qualify desired results. The testing of
this software shall be conducted according to a test matrix developed prior to project testing.




Custom Homebuilder Financial Assistant                                                   8-9
8.5.1 Planned Approach
The software testing approach shall be based off of a testing matrix. The matrix shall include the
proper testing procedures as well as a documentation strategy. The tests shall include the discovery
of software problems so that later code reviews can debug the issue. After the bugs have been
discovered, proper documentation as to how the issue is fixed shall be provided. The testing shall
involve calibration testing, integration testing, and other various scheduled tests.

8.5.2 Acceptance Criteria
The acceptance of a test shall be based upon the methods used to conduct the test, as well as the
testing results. These criteria shall be determined as a test plan is developed due to the diverse
environment that the development phase shall produce. The flexibility of the project shall lead to
multiple methods of testing, and each testing procedure shall be evaluated before the test is
performed.



8.6    Recommendations Regarding Project Continuation or
      Modification
In this section the team shall recommend a course of action for the project. The three options are to
(1) continue the project as originally envisioned, (2) alter the direction of the project before
continuing, or (3) abandon the project.


The team recommends that the project continues as originally envisioned. All group members
share equal enthusiasm for completing the project on time and share the same vision for this
project's outcome. All of the requirements are feasible and shall be implemented appropriately.




Custom Homebuilder Financial Assistant                                                 8-10
9 DETAILED DESIGN
This section shall document the specifics of the project design.

9.1       Graphical User Interface Design
The broad overview of the graphical user interface design shall be as follows.

9.1.1           Program Flow
The flow of the graphical user interface shall be as follows. Each section provides a broad look at
the design of the interface for the Custom Homebuilder Financial Assistant Application.

9.1.1.1         Program Flowchart
The program flowchart shall be as follows. Each item is given more detail in the following
sections.



                                 Startup User
                                   Interface




      Project                      Selection                  Pricing Template




Figure 9-1 Program Flowchart




9.1.1.2         Startup User Interface
The startup user interface shall be the starting point upon execution of the application. This
interface shall include a main form that shall be disabled and a wizard interface that shall be
enabled upon starting the program.




Custom Homebuilder Financial Assistant                                               9-1
9.1.1.3     Project
The project process shall be started upon the selection of a project from the startup user interface.
This process shall involve all actions that may be performed within a project as outlined in section
8.2.2 of the Design Report. A more detailed description for this process is located in section 9.1.2
of the Design Report.

9.1.1.4     Pricing Template
The pricing template process shall be started upon the selection of a pricing template from the
startup user interface. This process shall involve all functions that may be performed within a
pricing template as outlined in section 8.2.3 of the Design Report. A more detailed description of
this process is located in section 9.1.3 of the Design Report.

9.1.2     Project Flow
The flow of the project process shall be as follows. Each section provides a more in depth look at
the many parts of the project process of the Custom Homebuilder Financial Assistant Application.




Custom Homebuilder Financial Assistant                                                 9-2
9.1.2.1         Project Flowchart
The project flowchart shall be based upon the following figure. Each item is given more detail in
the following sections.




                                          Project




   New Project                           Selection                         Delete Project




                                       Open Project
  Name Project




     Pricing
                                          Project
    Template
                                         Selection
    Selection



                                                                             Delete
                                                                           Confirmation




                            Project
                           Interface


                                                                             Removal




Figure 9-2 Project Flowchart



Custom Homebuilder Financial Assistant                                                 9-3
9.1.2.2     Project
The project process shall be started upon the selection of a project from the startup user interface.
This process shall involve all actions that may be performed within a project as outlined in section
8.2.2 of the Design Report. A more detailed description for this process is located in section 9.1.2
of the Design Report. Upon entrance into the project process, the user shall be prompted to create a
new project, open an existing project, or delete an existing project.

9.1.2.3     New Project
The new project process shall be instantiated when the user chooses to begin a new project. This
process shall begin the steps necessary to create a new project within the system. This shall be
followed by the data input to name the project.

9.1.2.4     Open Project
The open project process shall be started when the user chooses to open an existing project. This
process shall be followed by a selection screen prompting the user to choose an existing project
from the computer’s file system to open.

9.1.2.5     Delete Project
The delete project process shall be instantiated upon the user choice of deleting an existing project.
This process shall be followed by a selection screen prompting the user to choose an existing
project from the computer’s file system to delete.

9.1.2.6     Name Project
The name project data input process shall allow for the user to enter in a name for the newly
created project. Each project shall possess a unique name that shall be used in the naming of the
data set associated with the project. The naming of the project shall be followed by a profile
selection screen. The user shall be forced to name the project, else return to the previous menu.




Custom Homebuilder Financial Assistant                                                  9-4
9.1.2.7     Project Selection
A project selection screen shall be visible where the user can browse the file system to find an
existing project. The browser window shall open to the default storage location determined by the
program installation phase. The user shall be forced to choose an existing project from the list to
continue, else go back to the previous menu.

9.1.2.8     Pricing Template Selection
A pricing template selection screen shall be visible where the user can browse through the existing
pricing templates stored on the system. The screen shall force the user to either choose an existing
pricing template, create a new template to use on the project, or to return to the previous menu.

9.1.2.9     Delete Confirmation
A message box shall be displayed to confirm the deletion of the selected project file from the
project selection screen. This message box shall wait for user input to either delete the project or
cancel the delete operation.

9.1.2.10    Removal
Upon confirmation of the deletion, the project shall be removed from the user’s system and be
unrecoverable.

9.1.2.11    Project Interface
The final step for the creation of a new project or the opening of an existing project shall be the
instantiation of the project interface. The project interface shall direct the user in completing all
tasks associated with the homebuilding software process.

9.1.3      Pricing Template Flow
The flow of the pricing template process shall be as follows. Each section provides a more in depth
look at the different parts of the pricing template process of the Custom Homebuilder Financial
Assistant Application.




Custom Homebuilder Financial Assistant                                                  9-5
9.1.3.1         Pricing Template Flowchart
The pricing template flowchart shall be based upon the following figure. More detailed information
is given below in the following sections.



                                             Pricing
                                            Template




   New Pricing                                                              Delete Pricing
                                            Selection
    Template                                                                  Template




                                        Open Pricing
  Name Pricing                           Template
   Template




     Pricing                                 Pricing
    Template                                Template
    Interface                               Selection



                                                                              Delete
                                                                            Confirmation




                                                                              Removal




Figure 9-3 Pricing Template Flowchart




Custom Homebuilder Financial Assistant                                                  9-6
9.1.3.2     Pricing Template
The pricing template process shall be started upon the selection of a pricing template from the
startup user interface. This process shall involve all actions that may be performed within a pricing
template as outlined in section 8.2.3 of the Design Report. A more detailed description for this
process is located in section 9.1.3 of the Design Report. Upon entrance into the project process, the
user shall be prompted to create a new pricing template, open an existing pricing template, or delete
an existing pricing template.

9.1.3.3     New Pricing Template
The new pricing template process shall be instantiated when the user chooses to create a new
pricing template. This process shall prepare the system to begin the steps necessary to create a new
pricing template within the system. The user shall then name the pricing template and it shall be
saved with that name.

9.1.3.4     Open Pricing Template
The open pricing template process shall be started when the user chooses to open an existing
pricing template. This process shall be followed by a selection screen prompting the user to choose
an existing pricing template from the computer’s file system to open.

9.1.3.5     Delete Pricing Template
The delete pricing template process shall be instantiated upon the user choice of deleting an
existing pricing template. This process shall be followed by a selection screen prompting the user
to choose an existing pricing template from the computer’s file system to delete.

9.1.3.6     Name Pricing Template
The name pricing template data input process shall allow for the user to enter in a name for the
newly created pricing template. Each pricing template shall possess a unique name that shall be
used in the naming of the data set associated with the pricing template. The user shall be forced to
name the pricing template, else return to the previous menu.




Custom Homebuilder Financial Assistant                                                 9-7
9.1.3.7     Pricing Template Selection
A pricing template selection screen shall be visible where the user can browse the file system to
find an existing pricing template. The browser window shall open to the default storage location
determined by the program installation phase. The user shall be forced to choose an existing pricing
template from the list to continue, else go back to the previous menu.

9.1.3.8     Delete Confirmation
A message box shall be displayed to confirm the deletion of the selected pricing template file from
the pricing template selection screen. This message box shall wait for user input to either delete the
pricing template or cancel the delete operation.

9.1.3.9     Removal
Upon confirmation of the deletion, the pricing template shall be removed from the user’s system
and be unrecoverable.

9.1.3.10    Pricing Template Interface
The final step for the creation of a new pricing template or the opening of an existing pricing
template shall be the instantiation of the pricing template interface. The pricing template interface
shall direct the user in completing all tasks associated with the pricing template creation.

9.1.4      Project Interface Flow
The flow of the project interface shall be as follows. Each section provides a more in depth look at
the many parts of the project interface of the Custom Homebuilder Financial Assistant Application.




Custom Homebuilder Financial Assistant                                                    9-8
9.1.4.1          Project Interface Flowchart
The project interface flowchart shall be based upon the following figure. Each item is given more
detail in the following sections.



                                                                                   Contract
      Project                     Client              Detailed Bidding
                                                                                Preparation and
     Interface                 Questionnaire              Review
                                                                                    Review




                             Project Completion         Actual Cost             Project Schedule
                                   Review               Adjustment               and Calendar




Figure 9-4 Project Interface Flowchart




9.1.4.2          Project Interface
The initial process for the project interface flowchart shall be the instantiation of the project
interface. The project interface shall direct the user in completing all tasks associated with the
homebuilding software process. From the project interface, a user shall be able to enter the client
questionnaire process.

9.1.4.3          Client Questionnaire
The first step in the project interface shall be to complete a client questionnaire. The client
questionnaire shall be used with a builder and client present. The client questionnaire shall be
composed of many questions directed at the homebuilding client to help the builder gain a better
understanding of the custom home. After answering all questions contained within the client
questionnaire, the user shall be directed back to the project interface where the next step shall be
listed as the detailed bidding review.




Custom Homebuilder Financial Assistant                                                  9-9
9.1.4.4       Detailed Bidding Review
The second step in the project interface shall be to complete the detailed bidding review. The
detailed bidding review shall be used after the meeting with the client and completion of the client
questionnaire. Based off of the answers of the homebuilder client, the user shall be able to
manipulate the detailed bid information to be more specific for the current custom home project.
There shall be many items contained within the detailed bid review relating to the multiple sections
of the homebuilding process. Each item shall be able to be fine tuned to meet the desired results.
After all of the bid information has been reviewed and adjusted for correctness, the user shall be
directed back to the project interface where the next step shall be listed as the contract preparation
and review.

9.1.4.5       Contract Preparation and Review
The third step in the project interface shall be to prepare and review the contract for the custom
home. The contract preparation stage shall be used after a detailed bid has been created by the
homebuilder. The user shall be presented with an editable version of the homebuilding contract
where the user shall be able to enter specific information related to the current custom home. After
all information has been entered into the contract, the user shall review the information contained
within the contract and then print the contract for distribution to the homebuilding client. Upon the
completion of the contract preparation and review, the user shall be returned to the project interface
where the next step shall be listed as the project scheduling and calendar.

9.1.4.6       Project Scheduling and Calendar
The fourth step in the project interface shall be to schedule items related to the custom
homebuilding project and store them into the project calendar. The scheduling and calendar stage
shall be used after a bid has been prepared to define the dates that the project shall be operating.
Other specific items may be added to the schedule based upon the users needs. The application
shall allow the user to browse the calendar for events, add new events, and edit previously created
events. After completion of the project schedule and calendar, the user shall be returned to the
project interface where the next step shall be listed as the actual cost adjustment.




Custom Homebuilder Financial Assistant                                                 9-10
9.1.4.7     Actual Cost Adjustment
The fourth step in the project interface shall be the actual cost adjustment. The actual cost
adjustment stage shall be used throughout the lifespan of the project to input the real costs
associated with the custom home. The interface for this cost input shall appear similar to the
detailed bidding review stage with the addition of a column dedicated to the input of the actual cost
of items. The items shall be marked if they have a margin of error of 15% or greater from the
estimated costs. The user shall enter costs for each of the items that were adjusted in the detailed
bid review. Upon completion of the actual cost adjustment, the user shall be returned to the project
interface where the next step shall be listed as the project completion review.

9.1.4.8     Project Completion Review
The final step in the project interface shall be the project completion review. After completion of
all steps required for the homebuilding process, the user shall be alerted in the project completion
review of areas where the builder strayed from the estimated costs by a margin greater than or
equal to 15%. These items shall be presented to the user so that action may be taken to either adjust
future estimates or to adjust the pricing template that was used for the custom home project. When
the user has finished browsing the project completion review, they shall be finished with the project
and returned back to the startup user interface.

9.1.5      Pricing Template Interface Flow
The flow of the pricing template interface shall be as follows. Each section provides a more in
depth look at the two parts of the pricing template interface of the Custom Homebuilder Financial
Assistant Application.

9.1.5.1     Cost Estimate Input
The first step in the pricing template interface process shall be the cost estimate input. The user
shall be required to enter in a cost estimate per square foot of the house to be built off of the pricing
template. The cost estimate input data shall be used in the cost estimation of the home based off of
the square feet requested in the client questionnaire stage of the project interface.




Custom Homebuilder Financial Assistant                                                   9-11
9.1.5.2      Allowance Adjustment
The second step in the pricing template interface process shall be the allowance adjustment. The
user shall be required to enter default amounts for the allowances of various items as seen fit for a
custom home. The user shall be presented with a listing of the default allowance items and shall
also be able to input new items for an allowance. These items shall be saved in the data set for the
pricing template and used during the detailed bidding review stage of the project interface.

9.2       General Graphical User Interface Design
The Custom Homebuilder Financial Assistant Application shall show a set of common items
during the use of the application. This startup user view shall consist of the following items which
shall remain visible in all application states unless otherwise noted.

9.2.1       Title Bar
The Custom Homebuilder Financial Assistant Application shall have a title bar at the top of the
window which shall have the following items.

9.2.1.1      Icon
The software shall have an icon as the leftmost object in the title bar.

9.2.1.2      Title
The software shall have a title to assist in program and project identification.

9.2.1.3      Minimize Button
The software shall have a button to minimize the application in the upper right hand corner.

9.2.1.4      Maximize and Restore Down Button
The software shall have a button to maximize and restore the application in the upper right hand
corner.

9.2.1.5      Close Button
The software shall have a button to close the application in the upper right hand corner. The user
shall be prompted to save any unsaved data prior to closing.

Custom Homebuilder Financial Assistant                                                9-12
9.2.2         Menu Bar
The Custom Homebuilder Financial Assistant Application shall have a menu bar underneath the
title bar at the top of the window which shall have the following items.

9.2.2.1       File
The software shall have a file option which shall further prompt the below items.

9.2.2.1.1      New
The software shall have a new option underneath the File option which shall further prompt the
below items.

9.2.2.1.1.1     Project

The software shall have an option underneath New that shall create a new project.

9.2.2.1.1.2     Pricing Template

The software shall have an option underneath New that shall create a new pricing template.

9.2.2.1.2      Open
The software shall have an option underneath File that shall further prompt the below items.

9.2.2.1.2.1     Project

The software shall have an option underneath Open that shall bring up a file dialog box to allow the
user to open up a project file.

9.2.2.1.2.2     Pricing Template

The software shall have an option underneath Open that shall bring up a file dialog box to allow the
user to open up a pricing template file.

9.2.2.1.3      Close
There shall be an option in the File menu that shall close the current item being edited. When the
user presses this link, they shall be prompted to save the document if it has been edited.




Custom Homebuilder Financial Assistant                                                 9-13
9.2.2.1.4        Save
The software shall have an option underneath File that shall save current opened file.

9.2.2.1.5        Save As
The software shall have an option underneath File that shall bring up a file dialog box to allow the
user to save the current open file as a new file with a different name.

9.2.2.1.6        Print Preview
The software shall have an option underneath File that shall allow the user to view how the current
step’s information shall be printed on an 8.5” x 11” or 8.5” x 14” piece of paper.

9.2.2.1.7        Print
The software shall have an option underneath File that shall allow the user to print the current
step’s data to paper.

9.2.2.1.8        Properties
The application shall have an option underneath File that shall allow the user to view the properties
of the current open document.

9.2.2.1.9        Exit
The software shall have an option underneath File that shall close the current file. The software
shall prompt to save any unsaved data before closing.

9.2.2.2     Help
The software shall have an option on the menu bar that shall bring up a listing of the items below.

9.2.2.2.1        Custom Homebuilder Financial Assistant Help
The software shall have documentation available to assist the user with all necessary software
functionality.




Custom Homebuilder Financial Assistant                                                   9-14
9.2.2.2.2      Contact Us
The software shall have an option underneath Help that shall provide the user with contact
information for Iowa State Senior Design so that they may communicate with future team
members.

9.2.2.2.3      About Custom Homebuilder Financial Assistant
The software shall have an option underneath Help that shall provide the end user with all
necessary copyright information and software version numbers.

9.2.3        Toolbar
The Custom Homebuilder Financial Assistant Application shall have a toolbar located beneath the
menu bar at the top of the window. The following items shall be located on the toolbar.

9.2.3.1       New Button
There shall be a button on the toolbar which shall provide for the ability to create a new project or
pricing template. The action associated with this button shall be the opening of a wizard interface
where the user shall have the ability to decide which type of document to create.

9.2.3.2       Open Button
There shall be a button on the toolbar that shall open up a file dialog box, allowing the user to open
all relevant file types to the software package.

9.2.3.3       Save Button
There shall be a button on the toolbar that shall save all currently opened projects and pricing
templates.

9.2.3.4       Print Button
There shall be a button on the toolbar that shall automatically print currently opened relevant data
in a format appropriate for 8.5” x 11” paper.




Custom Homebuilder Financial Assistant                                                 9-15
9.2.4       Workspace
A workspace pane shall fill the remaining space within the Custom Homebuilder Financial
Assistant Window. The workspace pane shall contain the items related to each section of the
project interface and the pricing template interface. More information on these interfaces can be
found in sections 9.4.2 and 9.5.2.

9.3       Startup Wizard Interface Design
The Startup Wizard shall appear as soon as the program is started, it shall be the first thing seen by
the end user.

9.3.1       Project Tab
The project tab shall serve as a means to create, open and delete projects and shall have the
following components.

9.3.1.1      New Project Button
The new project button shall create and initialize necessary files for a new project and shall open up
the Project Wizard Interface for the newly created project.

9.3.1.2      Open Project Button
The open project button shall be disabled if there is no selected file path within the file path
textbox. If there is a valid selected file path within the file path textbox, the open project button
shall upon activation open up the project file within the file path textbox and shall open up the
Project Wizard Interface for the newly opened project.

9.3.1.3      Delete Project Button
The delete project button shall be disabled if there is no selected file path within the file path
textbox. If there is a valid selected file path within the file path textbox, the delete project button
shall upon activation and alert box confirmation, delete the project file within the file path textbox.

9.3.1.4      File Path Textbox
The file path textbox shall update itself as the user selects a valid project file from the file explorer
box.


Custom Homebuilder Financial Assistant                                                   9-16
9.3.1.5      File Explorer Box
The file explorer box shall allow the user to browse through the computer’s file structure and select
valid project files. The file explorer box shall be expanded to the default project folder upon
opening of the software package.




Figure 9-5 - Screenshot of Startup Wizard with no project selected




Custom Homebuilder Financial Assistant                                                9-17
Figure 9-6 - Screenshot of Startup Wizard with a project selected


9.3.2      Pricing Template Tab
The pricing template tab shall serve as a means to create, open and delete projects and shall have
the following components.

9.3.2.1      New Pricing Template Button
The new pricing template button shall create and initialize necessary files for a new pricing
template and shall open up the Pricing Template Interface for the newly created pricing template.

9.3.2.2      Open Pricing Template Button
The open Pricing Template button shall be disabled if there is no selected file path within the file
path textbox. If there is a valid selected file path within the file path textbox, the open pricing
template button shall upon activation open up the pricing template file within the file path textbox
and shall open up the Pricing Template Interface for the newly opened pricing template.

Custom Homebuilder Financial Assistant                                               9-18
9.3.2.3     Delete Pricing Template Button
The delete pricing template button shall be disabled if there is no selected file path within the file
path textbox. If there is a valid selected file path within the file path textbox, the delete pricing
template button shall upon activation and alert box confirmation, delete the pricing template file
within the file path textbox.

9.3.2.4     File Path Textbox
The file path textbox shall update itself as the user selects a valid project file from the file explorer
box.

9.3.2.5     File Explorer Box
The file explorer box shall allow the user to browse through the computer’s file structure and select
valid project files. The file explorer box shall be expanded to the default project folder upon
opening of the software package.




Custom Homebuilder Financial Assistant                                                   9-19
Figure 9-7 - Screenshot of Startup Wizard with no pricing template selected




Custom Homebuilder Financial Assistant                                        9-20
Figure 9-8 - Screenshot of Startup Wizard with pricing template selected


9.4     Project Interface Design
The project interface shall have the following detailed design.

9.4.1      Wizard Design
The software package shall inform and guide the user through six steps to completing a project.
This shall be accomplished via a wizard that shall be viewed after the completion of each of the six
steps. Each step shall have a button, which shall be disabled if that step is not the currently active
step in the process. In addition, each step shall have a status icon to inform the user of what steps
have and have not been completed.




Custom Homebuilder Financial Assistant                                                 9-21
Figure 9-9 - Screenshot of Project Interface Design Wizard


9.4.1.1      Client Questionnaire
The client questionnaire step shall have the following items located on the project interface.

9.4.1.1.1     Button
This step shall have its on screen presence in the form of a button with the appropriate step title as
its text. This button shall be disabled if its step is not currently active, to prevent the user from
changing old data or entering data before the appropriate time.

9.4.1.1.2     Status Icon
This step shall have a status icon that shall serve to inform the user that the step is completed
(green check), in progress (black circle) or not completed (red X).




Custom Homebuilder Financial Assistant                                                 9-22
9.4.1.2      Detailed Bidding Review
The detailed bidding review step shall have the following items located on the project interface.

9.4.1.2.1     Button
This step shall have its on screen presence in the form of a button with the appropriate step title as
its text. This button shall be disabled if its step is not currently active, to prevent the user from
changing old data or entering data before the appropriate time.

9.4.1.2.2     Status Icon
This step shall have a status icon that shall serve to inform the user that the step is completed
(green check), in progress (black circle) or not completed (red X).

9.4.1.3      Contract Preparation and Review
The contract preparation and review step shall have the following items located on the project
interface.

9.4.1.3.1     Button
This step shall have its on screen presence in the form of a button with the appropriate step title as
its text. This button shall be disabled if its step is not currently active, to prevent the user from
changing old data or entering data before the appropriate time.

9.4.1.3.2     Status Icon
This step shall have a status icon that shall serve to inform the user that the step is completed
(green check), in progress (black circle) or not completed (red X).

9.4.1.4      Project Scheduling and Calendar
The project scheduling and calendar step shall have the following items located on the project
interface.




Custom Homebuilder Financial Assistant                                                 9-23
9.4.1.4.1    Button
This step shall have its on screen presence in the form of a button with the appropriate step title as
its text. This button shall be disabled if its step is not currently active, to prevent the user from
changing old data or entering data before the appropriate time.

9.4.1.4.2    Status Icon
This step shall have a status icon that shall serve to inform the user that the step is completed
(green check), in progress (black circle) or not completed (red X).

9.4.1.5     Actual Cost Adjustment
The actual cost adjustment step shall have the following items located on the project interface.

9.4.1.5.1    Button
This step shall have its on screen presence in the form of a button with the appropriate step title as
its text. This button shall be disabled if its step is not currently active, to prevent the user from
changing old data or entering data before the appropriate time.

9.4.1.5.2    Status Icon
This step shall have a status icon that shall serve to inform the user that the step is completed
(green check), in progress (black circle) or not completed (red X).

9.4.1.6     Project Completion Review
The project completion review step shall have the following items located on the project interface.

9.4.1.6.1    Button
This step shall have its on screen presence in the form of a button with the appropriate step title as
its text. This button shall be disabled if its step is not currently active, to prevent the user from
changing old data or entering data before the appropriate time.

9.4.1.6.2    Status Icon
This step shall have a status icon that shall serve to inform the user that the step is completed
(green check), in progress (black circle) or not completed (red X).

Custom Homebuilder Financial Assistant                                                 9-24
9.4.2       Form Design
The windows form design shall be as documented in the following sections. Each of these items
shall be present in the workspace as documented in section 9.2.4.

9.4.2.1     Client Questionnaire
The Client Questionnaire shall be similar in operation to a wizard; all data entered into the
questionnaire shall be processed for further use in the Detailed Bidding Review section. The Client
Questionnaire shall contain the following components.

9.4.2.1.1    Question Area
The question area shall contain five questions and five data input fields per step within the
questionnaire. The five data input fields shall vary from textboxes, drop down menus, and
checkboxes depending on the type of answer required.

9.4.2.1.2    Navigation Buttons
The questionnaire shall have 20 total questions that shall be navigated with applicable “Back” and
“Next” Buttons that shall change the five questions in the Question Area appropriately. The first
page of questions shall not have a “Back” Button. On the last page of questions the “Next” button
shall take the user to the Project Wizard for continuation of needed project steps.

9.4.2.1.3    Progress Bar
Upon the activation of the “Next” Button the progress bar shall be initiated to communicate to the
user how far along the software is in the processing/saving data input procedure.




Custom Homebuilder Financial Assistant                                                9-25
Figure 9-10 - Screenshot of the Client Questionnaire in progress


9.4.2.2      Detailed Bidding Review
The Detailed Bidding Review Section shall consist of the following components.

9.4.2.2.1      Tree-view of Price Component Classifications
This tree-view shall contain a list of major price component classifications of building a house,
ordered in a semi-chronological order (i.e. Foundation, Framing, etc.). Upon the Double-Clicking
of an item within the tree-view, the data grid and subcontractor area shall update themselves with
the appropriate data and options.




Custom Homebuilder Financial Assistant                                             9-26
9.4.2.2.2     Datagrid of Price Components
This datagrid shall contain a dynamic number of entries, with each entry containing an item textbox
and price textbox. The datagrid shall update itself with appropriate items and prices upon double
clicking of a Price Component Classification within the tree-view. All item names and pricing data
shall be saved upon editing, eliminating the need to press a save button after editing multiple item
names or prices. All initial data contained within the datagrid shall be extrapolated through various
formulas using data from the selected template and Client Questionnaire.

9.4.2.2.3     Subcontractor Area
The subcontractor area shall include the following components.

9.4.2.2.3.1    Subcontractor Selection

The subcontractor area shall contain checkboxes for each subcontractor for the current price
component classification. The user shall check the name of the subcontractor as a means to track
what subcontractors are going to work on the project.

9.4.2.2.3.2    Subcontractor Addition Button

There shall be a subcontractor addition button that shall allow the user to enter in a new
subcontractor for the currently selected price component classification. This data shall be saved and
the newly entered subcontractor shall appear in all future projects.

9.4.2.2.4     Finished Button
There shall be a Finished Button that shall save all changes made within the Detailed Bidding
Review and shall return the user to the Project Wizard allowing the user to progress to the next step
in the project process.




Custom Homebuilder Financial Assistant                                                9-27
Figure 9-11 - Screenshot of Detailed Bidding Review


9.4.2.3      Contract Preparation and Review
The Contract Preparation and Review shall contain the following components.

9.4.2.3.1     Contract Rich Text Box
The contract rich text box shall initially contain a standardized bid contract for use between the
custom home builder and the client. The contract shall automatically contain necessary and relevant
data regarding house specifications, addresses, names and prices into all appropriate places within
the contract. The rich text box shall be fully editable to allow for minor changes from project to
project and shall be saved along with all other data.




Custom Homebuilder Financial Assistant                                              9-28
9.4.2.3.2     Print Contract Button
Upon clicking of the print contract button a standard print dialog box shall appear allowing the user
to configure all necessary print options and allow the user to print the contract.

9.4.2.3.3     Save and Continue
There shall be a button to allow the user to save all changes made to the contract in the rich text
box and shall return the user to the Project Wizard, allowing the user to advance to the next step of
the project process.




Figure 9-12 - Screenshot of Contract Preparation and Review




Custom Homebuilder Financial Assistant                                                9-29
9.4.2.4     Project Scheduling and Calendar
The Project Scheduling and Calendar shall consist of the following components.

9.4.2.4.1     Calendar Based Date Selector
There shall be a calendar component that shall allow the user to select an active date that shall be
denoted by a red circle around the date in question.

9.4.2.4.2     Event Listing Select Box
There shall be a select box that shall list all significant events related to the house building process.
Each event item shall have a space for a title and a date. Such events shall include working dates
for various subcontractors as well as decision deadlines for the future homeowner. Upon selection
of an event item, that event shall be considered by the software as the active item.

9.4.2.4.3     Add Event Button
The add event button shall create a new item with the title “Blank” and an empty date and place it
in the event listing select box.

9.4.2.4.4     Edit Event Button
There shall be an edit event button that shall allow the user to edit the title of the active event item
title and the active event item date. The editing of the active event title shall be completed through
the use of a text box and the editing of the active event date shall be completed via selecting a date
through the calendar based date selector component.




Custom Homebuilder Financial Assistant                                                   9-30
Figure 9-13 - Screenshot of Project Scheduling and Calendar


9.4.2.5      Actual Cost Adjustment
The actual cost adjustment shall be very similar to the Detailed Bidding Review Section and shall
contain the following components.

9.4.2.5.1     Tree-view of Price Component Classifications
This tree-view shall contain a list of major price component classifications of building a house,
ordered in a semi-chronological order (i.e. Foundation, Framing, etc.). Upon the Double-Clicking
of an item within the tree-view, the data grid and subcontractor area shall update themselves with
the appropriate data and options.




Custom Homebuilder Financial Assistant                                             9-31
9.4.2.5.2     Datagrid of Price Components
This datagrid shall contain a dynamic number of entries, with each entry containing an item
textbox, non-editable price estimate label and actual cost textbox. The datagrid shall update itself
with appropriate items and prices upon double clicking of a Price Component Classification within
the tree-view. All item names and pricing data shall be saved upon editing, eliminating the need to
press a save button after editing multiple item names or prices. The price estimate label shall
contain the finalized estimated price for the appropriate item.

9.4.2.5.3     Finished Button
There shall be a Finished Button that shall save all changes made within the Detailed Bidding
Review and shall return the user to the Project Wizard allowing the user to progress to the next step
in the project process.




Custom Homebuilder Financial Assistant                                                9-32
Figure 9-14 - Screenshot of Actual Cost Adjustment


9.4.2.5.4     Project Completion Review
The Project Completion review shall consist of the following components.

9.4.2.5.5     Review Area
The review area shall contain a list of all items in which the actual cost differed by more than 15%
(plus or minus). This feedback shall help the user to create more accurate future bids. Next to each
item shall be the estimated price for the item and the reported actual cost of the item so the user can
see the scope of price difference.

9.4.2.5.6     Finished Button
This button shall return the user project wizard.




Custom Homebuilder Financial Assistant                                                  9-33
Figure 9-15 - Screenshot of Project Completion Review


9.5       Pricing Template Interface Design
The pricing template shall have a wizard-like interface design; all data entered into the pricing
template shall be processed for further use in the project section. The pricing template shall contain
the following components.

9.5.1.1      Data Input Area
The data input area shall consist of a list of textboxes and labels. Each label shall describe what
information is desired to entered into its accompanying textbox. Such labels shall include a base
cost per square foot as well as default allowances for various items such as paint and carpet.

9.5.1.2      Finished Button
Upon activation the finished button shall save all appropriate pricing template data and return the
user to the startup wizard.


Custom Homebuilder Financial Assistant                                                 9-34
9.6       Data Storage Design
The following design shall be used for the storage of data within projects and pricing templates.

9.6.1      Project Storage Design
The Custom Homebuilder Financial Assistant Application shall store a set of common items during
the use of the application and for permanent record keeping. This data storage model shall consist
of the following items, which shall be present during all states of project completion unless
otherwise noted.

9.6.1.1     Contents
The data stored shall include overall estimate totals for each category specified in the detailed
review as well as estimates for specific items within each category. This file shall also store the
total estimated cost for the home as well as actual costs for each category and item. For example,
the stored file shall contain an estimated cost for each CSI division, totaled from the allowances
given by specific items within that division. With these estimates, actual costs shall be stored at
each category and item for project review and record keeping.




Custom Homebuilder Financial Assistant                                                9-35
    9.6.1.2        XML Schema
    The following schema shall be used for the storage of data into the project. This is a general
    overview of the items that may be contained within the project, but there are infinitely many
    variations to this file as it gathers data that shall be created dynamically be the user when a project
    is created.


  <?xml version="1.0" encoding="iso-8859-1" ?>
- <Project name="Some Project" template="SomeTemplate">
- <GeneralData>
 <SqrFt value="1600" />
 <NumBedrooms value="3" />
 <PPSqrFt value="74.37" />
   </GeneralData>
- <Category1 name="Category 1" estimate="1100" actual="1020.33">
 <item1 name="Some Item" estimate="600" actual="484.78" />
 <item2 name="Another Item" estimate="500" actual="535.55" />
   </Category1>
- <Category2 name="Category 2" estimate="900" actual="0">
 <item1 name="Some Item" estimate="600" actual="0" />
 <item2 name="Another Item" estimate="300" actual="0" />
   </Category2>
   </Project>




    9.6.2         Pricing Template Storage Design
    The Custom Homebuilder Financial Assistant Application shall store a set of common items during
    the use of the application and for permanent record keeping. This data storage model shall consist
    of the following items, which shall be present during all states of pricing template creation and use
    unless otherwise noted.




    Custom Homebuilder Financial Assistant                                                  9-36
    9.6.2.1     Contents
    The data stored shall include overall estimates for each category specified in the detailed review as
    well as general information regarding general features of the house. For example, a template shall
    include general estimates for each of the CSI divisions as well as an estimate of the price per square
    foot for the total home.

    9.6.2.2     XML Schema
    The following schema shall be used for the storage of data into the pricing template. This is a
    general overview of the items that may be contained within the pricing template, but there are
    infinitely many variations to this file as it gathers data that shall be created dynamically be the user
    when a pricing template is created.


   <?xml version="1.0" encoding="iso-8859-1" ?>
- <Template name="Some Template">
- <GeneralData>
 <PPSqrFt>70</PPSqrFt>
 <EstimatedSqrFt>1600</EstimatedSqrFt>
   </GeneralData>
- <CategoryEstimates>
 <Category1 name="Category 1" estimate="1100" actual="1020.33" />
 <Category2 name="Category 2" estimate="900" actual="0" />
   </CategoryEstimates>
   </Template>




    Custom Homebuilder Financial Assistant                                                  9-37
10 RESOURCE REQUIREMENTS
The following resources shall be required for the development of the Custom Homebuilder
Financial Assistant Application.

10.1 Effort Requirements per Task
Many employee resources shall be used to reach completion of the Custom Homebuilder Financial
Assistant Application. These resources are itemized per task within the following table.


Table 10-1 Effort Requirements per Task


        Task Name                                       Estimated Effort Hours
        Problem Definition                              21.88 Hours
        Research                                        57.48 Hours
        Technology                                      54.80 Hours
        End Product Design                              256.38 Hours
        Prototype Implementation                        44.13 Hours
        End Product Testing                             157.33 Hours
        End Product Documentation                       83.60 Hours
        Project Reviews                                 104.25 Hours
        Project Reporting                               454.72 Hours
        End Product Demonstration                       76.00 Hours
        TOTAL HOURS                                     1310.57 Hours




Custom Homebuilder Financial Assistant                                                10-1
10.2 Effort Requirements per Employee Resource
Each employee shall perform multiple sub tasks within each primary task. The total work required
for each employee resource is documented in the following table.


Table 10-2 Effort Requirements per Employee


         Employee Name                                 Estimated Effort Hours
         Bo J. Rohlfsen                                274.58 Hours
         Kenneth Q. Sabotta                            271.35 Hours
         Joseph D. Black                               265.50 Hours
         Jon E. von Gillern                            267.93 Hours
         Ryan J. Kauffman                              114.43 Hours
         Ryan J. Hawkins                               116.75 Hours
         TOTAL HOURS                                   1310.54 Hours




10.3 Effort Requirements per Employee per Task
The following is a breakdown of employee hours per task to itemize out where time shall be spent.


Table 10-3 Itemized Effort for Bo J. Rohlfsen


          Bo J. Rohlfsen                               274.58 Hours
                Problem Definition                        5.25 Hours
                Research                                  9.63 Hours
                End-Product Testing                       15.50 Hours
                End-Product Documentation                 11.00 Hours
                Technology                                9.60 Hours
                End-Product Design                        72.63 Hours
                Prototype Implementation                  6.25 Hours
                Project Reviews                           20.00 Hours
                Project Reporting                         108.73 Hours
                End-Product Demonstration                 16.00 Hours




Custom Homebuilder Financial Assistant                                             10-2
Table 10-4 Itemized Effort for Kenneth Q. Sabotta


          Kenneth Q. Sabotta                        271.35 Hours
               Problem Definition                      5.25 Hours
               Research                                9.90 Hours
               End-Product Testing                     19.38 Hours
               End-Product Documentation               19.25 Hours
               Technology                              9.00 Hours
               End-Product Design                      48.13 Hours
               Prototype Implementation                6.88 Hours
               Project Reviews                         21.25 Hours
               Project Reporting                       115.33 Hours
               End-Product Demonstration               17.00 Hours


Table 10-5 Itemized Effort for Joseph D. Black


          Joseph D. Black                           265.50 Hours
               Problem Definition                      4.38 Hours
               Research                                8.53 Hours
               End-Product Testing                     19.38 Hours
               End-Product Documentation               16.50 Hours
               Technology                              8.00 Hours
               End-Product Design                      66.50 Hours
               Prototype Implementation                7.88 Hours
               Project Reviews                         20.50 Hours
               Project Reporting                       98.85 Hours
               End-Product Demonstration               15.00 Hours


Table 10-6 Itemized Effort for Jon E. von Gillern


          Jon E. von Gillern                        267.93 Hours
               Problem Definition                      3.50 Hours
               Research                                8.25 Hours
               End-Product Testing                     25.58 Hours
               End-Product Documentation               13.75 Hours
               Technology                              8.00 Hours
               End-Product Design                      65.62 Hours
               Prototype Implementation                8.13 Hours
               Project Reviews                         21.25 Hours
               Project Reporting                       98.85 Hours
               End-Product Demonstration               15.00 Hours




Custom Homebuilder Financial Assistant                                10-3
Table 10-7 Itemized Effort for Ryan J. Kauffman


         Ryan J. Kauffman                         114.43 Hours
              Problem Definition                     1.75 Hours
              Research                               11.00 Hours
              End-Product Testing                    38.75 Hours
              End-Product Documentation              11.00 Hours
              Technology                             10.20 Hours
              End-Product Design                     1.75 Hours
              Prototype Implementation               7.50 Hours
              Project Reviews                        10.00 Hours
              Project Reporting                      16.48 Hours
              End-Product Demonstration              6.00 Hours


Table 10-8 Itemized Effort for Ryan J. Hawkins


         Ryan J. Hawkins                          116.75 Hours
              Problem Definition                     1.75 Hours
              Research                               10.18 Hours
              End-Product Testing                    38.75 Hours
              End-Product Documentation              12.10 Hours
              Technology                             10.00 Hours
              End-Product Design                     1.75 Hours
              Prototype Implementation               7.50 Hours
              Project Reviews                        11.25 Hours
              Project Reporting                      16.48 Hours
              End-Product Demonstration              7.00 Hours




Custom Homebuilder Financial Assistant                             10-4
10.4 Employee Salary Costs
Throughout the development of the Custom Homebuilder Financial Assistant, each employee shall
have a set salary. All of the development shall be compensated with the set salary. The table below
itemizes the costs of employing each individual to the team.


Table 10-9 Employee Salary Costs


   Employee Name                        Rate           Hours             Total Compensation
   Bo J. Rohlfsen                       $10.00         274.58            $2,745.80
   Kenneth Q. Sabotta                   $10.00         271.35            $2,713.50
   Joseph D. Black                      $10.00         265.50            $2,655.00
   Jon E. von Gillern                   $10.00         267.93            $2,679.30
   Ryan J. Kauffman                     $10.00         114.43            $1,144.30
   Ryan J. Hawkins                      $10.00         116.75            $1,167.50
   TOTAL SALARY                                                          $13,105.40




Custom Homebuilder Financial Assistant                                                10-5
10.5 Project Documentation and Presentation Costs
During the different phases of product development, certain documents shall need to be produced.
These documents include this project plan, a design specification, project poster, and final project
documentation. The following table shall itemize the costs needed for these documents.


Table 10-10 Project Documentation Costs


Documentation Item                                      Cost
Bound Project Plan                                      $10.00
Project Poster Draft Printing                           $4.00
Project Poster                                          $70.00
Bound Design Document                                   $10.00
User Documentation                                      $10.00
TOTAL DOCUMENTATION COST                                $ 104.00



10.6 Total Project Costs
The total cost of the project in development shall include the compensation for labor, as well as the
costs of project documentation. The total costs of the project are documented with the following
table.


Table 10-11 Total Project Cost


Project Item                                       Cost
Labor Compensation                                 $13,105.40
Project Documentation                              $104.40
TOTAL PROJECT COST                                 $13,209.80




Custom Homebuilder Financial Assistant                                                10-6
11 SCHEDULES
The following schedules shall be used for the development of the Custom Homebuilder Financial
Assistant Application.

11.1 Project Schedule
Throughout the development of the Custom Homebuilder Financial Assistant, many items shall be
completed to ensure on time completion of the project. The schedule outlined below in Figure 10-1
shows the estimated timeline for the project.




Figure 11-1 Production Schedule




Custom Homebuilder Financial Assistant                                            11-1
11.2 Project Deliverables Schedule
The project shall consist of many deliverables that shall need to be submitted on specific dates.
These dates shall be the milestones for the project, and their deadline dates are listed below. A
complete deliverable schedule is also listed.


Table 11-1 Deliverable Overview Schedule


 Deliverable                                       Date Due
 Unbound Project Plan                              February 10, 2004
 Project Poster                                    March 2, 2004
 Bound Revised Project Plan                        February 24, 2004
 Unbound Design and Status Report                  April 6, 2004
 Bound Revised Design/Progress Reports             May 5, 2004




Custom Homebuilder Financial Assistant                                             11-2
The following is a Gantt chart depicting a basic overview of the project deliverable schedule. This
schedule shall be followed so that all items are completed by their deadline constraints.




Figure 11-2 Project Deliverables Overview




Custom Homebuilder Financial Assistant                                                 11-3
A detailed view of the project deliverable schedule is given in the next chart. The chart shows each
individual item that shall be needed to complete the given tasks on time.




Figure 11-3 Detailed Deliverables Schedule




Custom Homebuilder Financial Assistant                                               11-4
12 PROJECT TEAM INFORMATION
This section includes the contact information for the team members, the advisors, and the clients.

12.1 Client Information
Mark Taylor
Total Construction


Duane Jensen
JCorp, Incorporated


Brian Pittman
Pittman, Incorporated

12.2 Faculty Advisors
Professor John Lamont
324 Town Engineering, Iowa State University
Ames, Iowa 50011
515.294.3600 office
515.294.6760 fax
jwlamont@iastate.edu


Professor Ralph Patterson III
326 Town Engineering, Iowa State University
Ames, Iowa 50011
515.294.2428 office
515.294.6760 fax
repiii@iastate.edu




Custom Homebuilder Financial Assistant                                               12-1
Professor Todd Sirotiak
474 Town Engineering, Iowa State University
Ames, Iowa 50011
515.294.5424 office
515.294.3845 fax
sirotiak@iastate.edu

12.3 Student Team
Bo J. Rohlfsen, Project Manager
Computer Engineering
4719 Mortensen Road #303
Ames, Iowa 50014
832.515.5781 cell
rohlfsen@iastate.edu


Kenneth Q. Sabotta, Communications Lead
Computer Engineering
2121 Sunset Drive
Ames, Iowa 50014
832.515.4684 cell
ksabotta@iastate.edu


Joseph D. Black
Computer Engineering
2121 Sunset Drive
Ames, Iowa 50014
832.724.6806 cell
jblack@iastate.edu




Custom Homebuilder Financial Assistant        12-2
Jon E. von Gillern
Computer Engineering
2121 Sunset Drive
Ames, Iowa 50014
515.451.3886 cell
jonvong@iastate.edu


Ryan J. Hawkins
Construction Engineering
2312 Knapp Street
Ames, Iowa 50014
515.450.3751 cell
hawkinsr@iastate.edu


Ryan J. Kaufman
Construction Engineering
1505 Little Bluestem #116
Ames, Iowa 50014
515.203.6673
rkauff@iastate.edu




Custom Homebuilder Financial Assistant   12-3
13 CLOSING SUMMARY
Small custom homebuilders currently have no software to assist them when dealing with clients in
the bidding, contracting, and scheduling process. Additionally, the software that is available to
large construction companies is both expensive and cumbersome. This project shall develop a
software solution to meet the needs of small custom homebuilders by providing a place to keep all
of these items together in an easy-to-use software package.


The software shall allow the builder to have templates for easy estimate setup. Also, each house
shall be a separate project so the builder can work on multiple homes at the same time. With a
wizard the builder shall be guided to ask questions of their client in order to create a more accurate
estimate.   The software shall also help homebuilders complete many other tasks in the
homebuilding process such as providing a tentative schedule of events to the homebuilder's clients
and a project review process to review a project upon completion.




Custom Homebuilder Financial Assistant                                                 13-1
  Appendix A - Construction Specifications Institute Divisions

Division 1 – General Data

      Vehicular Access and Parking

      Temporary Barriers and Enclosures

      Distributors/Retailers Green Building Materials

      Distributors/Retailers Energy Conservation

      Distributors/Retailers Renewable Energy Equipment

      Distributors Certified Wood

      Used Building Materials

Division 2 – Site Work

      Geo-synthetics

      Excavation, Removal, and Handling of Hazardous Materials

      Erosion and Sedimentation Control

      Shoreline Protection and Mooring Structures

      Foundation and Load-Bearing Elements

      Driven Piles

      Rainwater Harvesting Systems and Components

      Septic Tank Systems



Custom Homebuilder Financial Assistant                           A-1
      Utility Poles

      Storm Drainage

      Rubber Aggregate Surfacing

      Crushed Brick Aggregate Surfacing

      Flexible Pavement

      Unit Pavers

      Athletic and Recreational Surfaces

      Porous Pavement

      Drip Irrigation System

      Chain Link Fences and Gates

      Plastic Fences and Gates

      Walk, Road, And Parking Appurtenances

      Site Furnishings

      Bicycle Racks and Enclosures

      Playground Equipment

      Rooftop Planting Media

      Hydro-Mulching

      Seeding and Soil Supplements

      Green Roof Plants


Custom Homebuilder Financial Assistant        A-2
      Native Plants and Seeds

      Fertilizing

      Landscape Edging

      Landscape Timbers

      Tree Grates and Guards

Division 3 – Concrete

      Form-Release Agents

      Structural Cast-In-Place Concrete Forms

      Permanent Forms

      Rebar Supports

      Expansion Joint Filler

      Coal Fly Ash

      Concrete Pigments

      Concrete Curing

      Plant-Precast Structural Concrete

      Cementitious Wood Fiber Decking and Sheathing

      Lightweight Concrete Roof Insulation

      Concrete Cleaning

      Concrete Rehabilitation


Custom Homebuilder Financial Assistant                A-3
Division 4 – Masonry

      Masonry Mortar

      Masonry Accessories

      Clay Masonry Units

      Concrete Masonry Units

      Autoclaved Aerated Concrete Masonry Units

      Adobe Masonry Units

      Cast Stone

      Masonry Fireplaces

Division 5 – Metals

      Metal Fastenings

      Structural Metal Framing

      Cold-Formed Metal Framing

Division 6 – Wood and Plastics

      Wood Products Certification and Information

      Fire-Retardant-Treated Wood and AgFiber

      Preservative-Treated Wood and Treatment Products

      Wood and Plastic Fastenings

      Certified Wood Lumber and Timbers


Custom Homebuilder Financial Assistant                   A-4
      Reclaimed Wood Lumber and Timbers

      Wood Framing Fasteners

      Rough Carpentry Accessories

      Engineered Lumber Products

      Structural Insulated Panels

      Heavy Timber Construction

      Certified Wood Decking

      Sheathing

      Flooring Underlayment

      Plywood and OSB

      Metal-Web Wood Joists

      Wood Trusses

      Certified Millwork

      Reclaimed Millwork

      Fiberboard Millwork

      Prefinished Paneling

      Wood Fiberboard and Particleboard

      AgFiber Particleboard

      Custom Cabinets


Custom Homebuilder Financial Assistant    A-5
      Countertops

      Certified Wood Veneer Panels

      Bamboo and Straw Paneling

      Certified Wood Stair Parts

      Reclaimed Wood Stair Parts

      Wood-Plastic Composite Lumber

      Plastic Handrails

      Plastic Paneling

Division 7 – Thermal and Moisture Protection

      Damp Proofing and Waterproofing

      Fiberglass Insulation

      Mineral Wool Insulation

      Cellulose Insulation

      Cotton Insulation

      Non-EPS Foam Board Insulation

      EPS Foam Insulation

      Foamed-In-Place and Sprayed-On Insulation

      Other Insulation

      Radiant Barriers


Custom Homebuilder Financial Assistant            A-6
      Insulation Baffles

      Vapor Retarders

      Rain Screen Products

      Air Barriers

      Roofing Underlayment

      Asphalt Shingles

      Metal Shingles

      Fiber-Cement Roofing Shingles

      Plastic Shingles

      Slate Shingles

      Wood Shingles

      Clay Roof Tiles

      Metal Roof Panels

      Composition Siding

      Fiber-Cement Siding

      Reclaimed-Wood Siding

      Exterior Wall Assemblies

      Thermoplastic Membrane Roofing

      Modified Bituminous Membrane Roofing


Custom Homebuilder Financial Assistant       A-7
      Green Roof Systems

      Fluid-Applied Roofing

      Roll Roofing Accessories

      Rooftop Support Systems

      Roof Walkway Pads

      Fireproofing

      Preformed Joint Seals

      Caulk Joint Sealants

      Foam Joint Sealants

Division 8 – Doors and Windows

      Basic Door and Windows Materials and Methods

      Steel Doors and Frames

      Wood and Plastic Doors

      Sectional Overhead Doors

      Wood Windows

      Vinyl Windows

      ABS Plastic Windows

      Fiberglass Windows

      Roof Windows


Custom Homebuilder Financial Assistant               A-8
      Unit Skylights

      Metal-Framed Skylights

      Door Hardware

      Door and Windows Accessories

      Insulating Glass

      Metal-Framed Curtain Wall

      Translucent Wall and Roof Assemblies

Division 9 – Finishes

      Natural and Lime-Based Plaster

      Gypsum Board

      Gypsum Board Accessories

      Tile Setting Materials and Accessories

      Ceramic Tile

      Recycled-Glass Tile

      Paver Tile

      Terrazzo

      Acoustical Panel Ceilings

      Acoustical Ceiling Recycling

      Metal Ceilings


Custom Homebuilder Financial Assistant         A-9
      Flooring Adhesives

      Athletic Flooring

      Plastic Flooring

      Slip-Resistant Flooring

      Bamboo Flooring

      Brick and Stone Flooring

      Certified Wood Flooring

      Reclaimed Wood Flooring

      Suppressed Wood Flooring

      Resilient Flooring

      Cork Flooring

      Linoleum Flooring

      Rubber Flooring

      Fluid-Applied Flooring

      Carpet Cushion

      Carpet Tile

      Sheet Carpet

      Carpet Recycling

      Acoustical Wall Finishes


Custom Homebuilder Financial Assistant   A-10
      Wall Covering

      Cork Wall Covering

      Sisal Wall Covering

      Wall Covering Adhesives

      Stone Facing

      Special Wall Surfaces

      Paint Removers

      Mastic Removers

      Interior Paints

      Exterior Paints

      Recycled Paints

      Specialty Sealers

      Exterior Stains

      Exterior Transparent Finishes

      Interior Stains

      Interior Transparent Finishes

      Decorative Finishes

      Vapor-Retarding Coatings

      Coatings for Steel


Custom Homebuilder Financial Assistant   A-11
      Coatings for Concrete and Masonry

Division 10 – Specialties

      Fixed Tack Boards

      Plastic Toilet Compartments

      Wall and Corner Guards

      Access Flooring

      Insect Control

      Identification Devices

      Straw Interior Partition Panels

      Portable Partition, Screens, and Panels

      Storage Shelving

      Exterior Sun Control Devices

      Toilet Accessories

      Tub and Shower Doors

Division 11 – Equipment

      Dock Bumpers

      Recycling Equipment

      Water Supply and Treatment Equipment

      Gray Water Systems


Custom Homebuilder Financial Assistant          A-12
      Package Sewage Treatment Plants

      Residential Clothes Washers and Drying Equipment

      Residential Refrigerators

      Residential Dishwashers

      Laboratory Fume Hoods

Division 12 – Furnishings

      Natural Fiber Fabrics

      Synthetic Fiber Fabrics

      Manufactured Wood Casework

      Bedroom Furnishings

      Rubber Floor Mats

      Plastic Floor Mats

      Natural Fiber Floor Mats

      Entryway Track-Off Systems

      Window Shades and Quilts

      Window Treatment Hardware

      Certified Wood Furniture

      Reclaimed Wood Furniture

      Cork Furniture


Custom Homebuilder Financial Assistant                   A-13
      Recycled-Content Furniture

      Office Furniture

      Seating

Division 13 – Special Construction

      Hazardous Material Remediation

      Measurement and Control Instrumentation

      Solar Energy Industry Information

      Solar Flat Plate Collectors

      Solar Concentrating Collectors

      Solar Vacuum Tube Collectors

      Solar Collector Components

      Packaged Solar Equipment

      Photovoltaic Collectors

      Wind Energy Equipment

      Inverters

      Building Automation and Control

      Detection and Alarm

Division 14 – Conveying Systems

      Elevators


Custom Homebuilder Financial Assistant          A-14
      Biodegradable Hydraulic Elevator Oils

Division 15 – Mechanical

      Mechanical Insulation

      Sanitary Waste and Vent Piping

      Sinks

      Faucets and Controls

      Toilets

      Composting Toilet Systems

      Urinals

      Domestic Water Heat Exchangers

      Unitary Domestic Water Heaters

      Heating Boilers and Accessories

      Furnaces

      Breechings

      Refrigeration Equipment

      Packaged Water Chillers

      Unitary Air Conditioning Equipment

      Heat Pumps

      Humidity Control Equipment


Custom Homebuilder Financial Assistant        A-15
      Terminal Heating and Cooling Units

      Energy Recovery and Heat Recovery Ventilation

      Ducts

      Duct Mastic

      Fans

      Air Outlets and Inlets

      Air Cleaning Devices

      HVAC Instrumentation and Controls

Division 16 – Electrical

      Outlet Boxes

      Fuel Cells

      Micro-Turbines

      Electrical Component Recycling

      Interior Luminaries

      Compact Fluorescent Luminaries

      Exterior Luminaries

      Emergency Lighting

      Special Purpose Lighting

      Electronic Ballasts


Custom Homebuilder Financial Assistant                A-16
      Fluorescent Lamps

      Compact Fluorescent Lamps




Custom Homebuilder Financial Assistant   A-17

				
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