In this article
Pricing up an assessment for self-delivery
Once you have your scope of work set out for your baseline assessment(s) in your rate build-up and bill of quantities, your assessment(s) can be priced up using the quotes you have available in Chalkstring to establish a price to deliver the project.
Using assessments
The following video (22 mins) covers:
- The 'price up an assessment' workflow (1:45)
- Example baseline assessments (2:43)
- Overview of the rate build-up (3:20)
- How to add overhead and profit percentages (OHP) (4:58)
- How to apply quotes (5:36)
- How to view product components (7:24)
- How to add a price or guesstimate (11:20)
- How to add to the bill of quantities (13:24)
- How to add fixed costs (preliminaries) (16:46)
- How to view the assessment summary (17:32)
- Assessment actions (19:22)
- Draft bills (21:01)
Test your learning
Now that you have learned more about pricing assessments, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.
Want to know more?
- Previous topic: Product and component menu functions
- Next topic: Handling project-specific quotes
- Learning programme activities