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Removing onsite assessment
If you accept an assessment onto site, but later realise you did so in error, or the client changes their mind after the contracts have been agreed, you may need to remove a whole package after it has been accepted.
There are 3 options to consider if this situation occurs
Reset Quantities
1. Expand the main Chalkstring black menu bar and click on the ‘Projects’ menu.
2. Search for and click the 'Project' required.
3. Within the project homepage, click the ‘Project hub’ sub-menu.
4. Click on the assessment in the blue menu bar at the top.
5. Click on the ‘Assessment Overview’ menu at the top
6. Click on the white 'cog' in the 'Assessment configuration'.
7. Set the 'Contract scope' to ‘Remeasure’ if not already.
8. Click on the ‘Bill of Quantities’ section in the menu at the top .
9. Update the all quantities to zero.
10. Click on the 'Fixed costs' section in menu at the top.
11. Reset any quantities to 0.
This method will omit the entire package revenue and cost data from the live project scope, whilst retaining the data from tender. This allows you to track the audit trail and clearly establish why the current project values are less than the tender value.
It will also mean that if the client again changes their mind, and want to go ahead with the package, the data has been preserved and can be reinstated by adding the values back into the ‘Bill of Quantities’ and ‘Fixed Costs’ sections.
By changing the quantities to zero, the 'Current Projections' pie chart in the 'Project Hub' will reflect this as it shows the accumulation of all the packages for the live project. The 'Tender Projections' pie remains static and will always represent all the packages and the total you accepted onto site
Delete Zones
Instead of resetting the quantities to zero, another option is to delete all the zones from the ‘Bill of Quantities’ and delete all the ‘Fixed Cost’ items for the assessment that you want to remove.
1. Expand the main Chalkstring black menu bar and click on the ‘Projects’ menu.
2. Search for and click the 'Project' required.
3. Within the project homepage, click the ‘Project hub’ sub-menu.
4. Click on the assessment in the blue menu bar at the top.
5. Click on the ‘Bill of quantities’ menu at the top
6. Click on the 'Bill of quantities actions' menu in the top right corner and click 'Delete all zones' and click confirm.
7. Click on the 'Fixed costs' section in menu at the top.
8. Delete all of the fixed costs by clicking the 'Bin' icon to the right of each fixed cost.
This would be a quicker option but sacrifices the audit data if the client ever changed their mind and want to go through with the package. Once deleted this way, the data is gone.
Un-accept Tender
It is possible for a tender be removed and taken back off site. If you would like this to be done, please to contact help@chalkstring.com and request to ‘un-accept’ a previously accepted tender.
You will need to provide the project and assessments details you want to be un-accepted.
By doing this, all of the assessments included as part of the tender will be removed. A single assessment cannot be un-accepted if it was accepted onsite as with other assessments as part of a larger tender.
If any progress has been logged, materials ordered or costs claimed, this data will be lost as part of the un-accepting process.
If you wish to go ahead with the un-accept process, it is advisable to request this as soon as you have confirmation from the client that they do not want to proceed with the assessment and before you have made any progression on that tender.