3.5 - Handling project-specific quotes

In this article

What are project-specific quotes?

A project-specific quote is a quote which can only be used on specifically set projects. Quote request spreadsheets can be exported from an assessment containing all of the materials, labour or S&F items required from your rate build-up to deliver that work.

Using project-specific quotes

The following video (12 mins) covers:

  • The workflow (0:45)

  • Duplicating your assessment (1:22)

  • Generating the material quote request (2:06)

  • Importing & saving the quote (3:45)

  • Applying the project-specific quote (7:25)

  • Project-specific labour quotes (8:25)

  • Comparing quotes (11:14)

Test your learning

Now that you have learned more about project-specific quotes, try them out for yourself. The following activity documents contain practice examples to apply what you've learned.

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