Tips & tricks when managing variations

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Tips & tricks when managing variations


  • When a product relating to the variation is added to a rate build up, Chalkstring will automatically check through the content of the product to match elements with existing known costs applied elsewhere within the assessment.
  • Chalkstring will apply the overhead and profit mark (OHP) ups to establish a price, if these have already been set for the rate build up. If you price your variations at a different OHP mark up, you can set these figures manually and override the default.
  • Anything in the variation that does not already have an applied quote cost to it in the assessment is highlighted red.
  • You can then select the applicable price from available quotes or guesstimates.
  • You can make changes to product templates directly in the rate build up. Simply adjust allowed quantities, add / remove or swap materials or labour activities and adjust waste allowances etc.
  • When the variation is priced, you can export the rate build up and issue it to your client for instruction. Your variation will stay in the rate build up whilst awaiting instruction.
  • Only once a product is priced within a rate build up AND has quantities associated with it in the Bill of Quantities, will it impact on the project.
  • If the variation is non-recoverable from your client - either due to your contract type or if the variation is post contract rework for your own benefit - by manually setting the price at £0 will not impact on your revenue, allowing your cost base to be as accurate as possible.

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