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Projects, off site assessments & tenders
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
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Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Back to home
User hub
Projects, off site assessments & tenders
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
Contact our helpdesk
Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
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
The project homepage
Projects Overview
Adding and editing projects
How to apply and reset filters
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
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Rate build up
How to view the cost summary of a product
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
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Bill of quantities
How to complete the bill of quantities section of an assessment
Structuring your bill of quantities
How to edit zones and add sub-zones in the bill of quantities
Fixed costs
How to compile the fixed costs section of an assessment
Adjustments
Adding a monetary adjustment to the rate build-up
How to handle assessment adjustments
How to make commercial/assessment adjustments
Value Engineering
How to value engineer assessments based on client feedback
How to compare different versions of package assessments
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
See more