Help Center
How can we help you with PE Software?
62 guides and 20 answered questions in 4 topics
Getting Started
General
Does PE Software need an external connection to an AI agent?
No. PE Software does not connect to any external AI agent or online AI service. The AI model runs locally on your computer after you download it.
Does PE Software require tokens or credits to use?
No. PE Software does not require any tokens or credits. All features, including the AI predictions, run without consuming tokens or paying per use.
How many PCs can I use PE Software on?
PE Software is linked to your account, so you can log in with your account on any PC and sync your projects. However, your account can be active on only one PC at a time.
Is my project data shared with any third party?
By default, your projects are stored locally on your PC. They are only uploaded to the cloud if you choose to sync them.
Is PE Software free? Is it still in beta?
PE Software is currently in beta testing. Pricing and licensing for the production release will be announced on the product page.
What is PE Software?
PE Software is a planning tool that helps planning engineers build a baseline schedule from a BOQ. It cleans and maps BOQ items, predicts the division of work and master activities using an AI model and the Planning Bank, and automatically generates a Baseline package that includes an XER file of the baseline schedule, cost loading, resource loading, and a narrative report. Additional modules, such as reporting and EOT claims, are coming soon.
Who is PE Software for?
Planning engineers, project controls staff and contractors who need to turn a BOQ into a structured baseline schedule quickly.
What are the system requirements?
PE Software requires a Windows 10 or Windows 11 64-bit computer with at least an Intel Core i5 or AMD Ryzen 5 equivalent processor, 8 GB RAM, 5 GB of available storage, and a minimum screen resolution of 1366 × 768. An internet connection is required for software activation, updates, and online features.
Where can I find video tutorials?
Check our PE Software playlist on YouTube, which we update regularly. https://www.youtube.com/playlist?list=PLDHs0pUf5sLohttps://www.youtube.com/playlist?list=PLDHs0pUf5sLo
Does PE Software work offline?
You need to have an internet connection when you create your account, download the planning bank, and then you can work offline for 1 week before the software asks you to log in again.
I found a bug or have a suggestion. How do I report it?
We do have a testing WhatsApp community you are welcome to join: https://chat.whatsapp.com/EnID2aGNjXSArs5D8duLLt
Or you can send us an email to: [email protected]
Download and install the PE Software
How do I download and install PE Software?
Follow the guides "How to download the PE software" and then "How to install PE Software" in the Getting Started topic.
Do I need an account to use PE Software?
Yes. See the guide "How to create an account". or download the software and activate your trial without an account.
Download the Planning Bank and AI Model
What is the Planning Bank, and do I have to download it?
The Planning Bank is the reference library of activities that the AI model uses to map your BOQ items. You need to download it before predicting activities. See "Download the planning bank" and "What is planning bank?".
Baseline creating
Create your first baseline
What BOQ format can I load?
You can load your BOQ from Excel. See "How To Load your BOQ in BOQ Cleaning and Mapping (Step 01)".
My BOQ has repeated or unnecessary words. Can I clean them?
Yes. Use the guide "How To Remove Certain Phrases/Words from the BOQ?" to strip them before running the predictions.
How does PE Software predict the division of work and master activities?
The AI model compares your BOQ item descriptions and levels against the Planning Bank. Review the predicted results and adjust them where needed. See "How To Predict BOQ Item Division of Work?" and "How To Predict Master Activity Based on BOQ Items Levels?".
Can I export the cleaned BOQ?
Yes. See the guide "How to Export Cleaned BOQ to Excel?".
Other questions
How are activity IDs generated? Can I change the format?
Activity IDs are generated automatically from the schedule structure. See "How the activity ID is automatically generated".
Can different activities use different calendars?
Yes. See the guide "Different calendars assignment for different activities".
Getting Started
We answer all your getting started questions
Download and install the PE Software
Download the Planning Bank and AI Model
Baseline creating
All you need to know how to create your baseline package
Create your first baseline
- 1How to Export Cleaned BOQ to Excel?
- 2How to Hide a Column in the Cleaned BOQ?
- 3How To Load your BOQ in “BOQ Cleaning and Mapping”? (Step 01)
- 4How To Predict BOQ Item Division of Work?
- 5How To Predict Master Activity Based on BOQ Items Levels?
- 6How To Remove Certain Phrases/Words from the BOQ?
- 7What is the Baseline Package?
- 8How to Add a BOQ Item to Your Planning Bank?
- 9How to Change the Master Activity Match Manually?
- 10How to Check Standard Units in the Cleaned BOQ?
- 11How to Correct the Predicted Division of Work?
- 12How to Exclude Non-BOQ Rows from the Cleaned BOQ?
- 13How to Fill a BOQ Level Down to Multiple Rows?
- 14How to Filter a Column in the Cleaned BOQ?
- 15How to Review BOQ Issues in the Validation Report?
- 16How to Review Master Activity Matches?
- 17How to Save Your Work in the Baseline Package?
- 18How to Search the Planning Bank for a BOQ Item?
- 19How to View the Matched BOQ Item in the Planning Bank?
- 20How to Create WBS Levels in the WBS Builder?
- 21How to Delete a WBS Element and Save the WBS?
- 22How to Import a WBS from an XER File?
- 23How to Assign BOQ Items to WBS Elements by Percentage?
- 24How to Change the BOQ View and the WBS Level?
- 25How to Export the WBS Assignment to Excel?
- 26How to Filter Activities in the Assignment Tree?
- 27How to Split a BOQ Item Between Two WBS Elements?
- 28How to Export the Schedule to XER?
- 29How to Generate Relationships and Run the CPM?
- 30How to Switch to the P6 View?
- 31How to View the Details of an Activity?
- 32How to View Resource Histograms and the Cost per Month?
- 33How to Export the Cost Loading to Excel?
- 34How to Generate Engineering, Procurement and Testing & Commissioning Activities?
- 35What Is the Duration Calculation?
- 36How to Run the Schedule Health Check?
Tips & Tricks
Base Line
Updating Tool
Schedule Update Tool
P6 Database
- 1Open the Schedule Update Tool and Select a P6 Project
- 2Update Project in P6 Database from an Excel Progress Sheet
- 3Update Project in P6 Database from Another P6 Project
- 4Update Project in P6 Database from an XER File
- 5Update Project in P6 Database Manually in the Tool
- 6Review and Schedule the Updated Project in P6
