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3.3 - Product and component menu functions

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What are the functions in the product and component menus in the Rate build-up?

The product and component menus contain a variety of functions relating to the rate build-up. 

The Product menu on the rate build-up screen is accessed from the icon to the right of each product and these functions include:

  • View & edit product – This option presents a pop up window contain the product details which can be edited as required.
  • Clone product - This will present a pop up box where you can create multiple clones of the original product with the rate build, along with an option to also copy any existing quantities currently set for the original product. 
  • 'Sync with database' – This will save any changes made to the product within the rate build up to your product template database.
    • Updating the existing template - This will overwrite the changes you have made to the product in the rate build to the template in the product template database.
    • Create a new template from this product - This will save a copy of the product as new product in your product template database.

When products are changed within the rate build up section, for project specific reasons, the changes only affect this rate build up. If the changes you are making result in a new product that would be useful to other users and on other projects or assessments, the amended version can be ‘synced’ with the main database and a copy made available in the product library. 

  • Show bill of quantities – This option presents a pop up box where quantities per zone can easily be added within the rate build up without having to navigate to the separate bill of quantities section.
  • Set linked quantity - This option allows you to designate a main product as the source product, to which other dependent products can be linked. When you update the quantity of the source product, all linked dependency products quantities will be automatically adjusted.
  • Move product - This option presents a pop up box where products can be moved into a different order.  This is the order in which the rate build up with be outputted when it is exported. You can also use this menu to add a product into a group.
  • Convert to supply & fit or Convert to materials & labour – This allows you to switch an individual product between 'Supply & Fit' or to 'Materials & Labour'.
  • Replace product – You can replace a product with another from your database, whilst retaining any bill of quantities figures that already exist for this original product. Use this when making like for like switches.
  • Delete product – You can remove a product from a package assessment in its entirety, including bill of quantities entries.

The Component menu within the product templates is accessed by hovering over the icon in the top right of the blue component header bar and these functions include:

  • Add material - allows you to add another material to the component
  • Add labour activity - allows you to add another labour activity to the component
  • 'Scale quantities' - allows you to multiple by or divide the quantities of the materials and labour activities within the component.
  • Move component - allows you to change the position of this component relative to other components in the product template
  • Rename component - allows you to change the name of a component
  • Delete component - allows you to delete a component and its associated materials and labour activities

Using the product and component menus

The following video (10 mins) covers the three menus within the rate build-up and the product templates and how these functions work:

  • 'Product' menu in the rate build-up (0.48)

  • 'Product actions' menu within the product template (5.10)

  • Adding components within the product template (7.46)

  • 'Component' menu within the product template (8.26)

Test your learning

Now that you have learned more about the product and component menus, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.

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