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Projects, off site assessments & tenders
Including adding projects and assessments, rate build ups, bill of quantities, fixed costs and adjustments. Also includes managing tenders.
Projects
Assessments
- Understanding the assessment overview page - Estimating
- How to import a 3rd party bill
- Rules for importing a 3rd party bill
- How to change the materials onsite settings
- Lump sum considerations
- Component weighting for supply & fit products
- How to use a 'Components x zones' format when exporting tender & application documents
- Budget only assessments overview
- Creating and managing budget only assessments
Rate build up
- How to set up a rate build up
- How to manage components in a rate build up
- How to cost and price a rate build up
- How to swap materials or labour activities within the rate build up
- Empty product - must be replaced
- Linking product quantities
- Default product appearance settings
- How to view the cost summary of a product
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
- How to create a tender
- How to manage a tender decision
- How to remove a package assessment at tender
- How to use a 'Zones x products | Grid' format when exporting tender & application documents
- How to use a 'Products x zones | Grid' format when exporting tender & application documents
- How to a take an accepted 'onsite' tender offsite
