Cost Schedule ► Work Group ► Items can be setup many different ways for different uses. Your first step is to make sure you understand all the different field descriptions and what they do. This will make it easier for you to follow existing Work Group Items and then to create your own. The Sample Template already has many items setup in different ways, so your best to spend some time working out how they work before creating your own.
|Item #||This is the Item number within its Work Group. It's only used for reference links when creating an Auto QTY equation within an Item. See Auto QTY for more details below).|
|Description||This is the Name and the description of the Item. It can be named automatically if you are using the price List (Link) as it will use the Group and Item feild names as the Item Description which you can manually edit if required.|
|Bold||Ticking Bold will make the Description field stand out with Bold Text.|
|Row Separator||This is used to create a blank row between Items or a sub-heading row with Text.|
|QTY Calculator (m3)||Selecting this option will turn the QTY field of this item into a QTY Calculator that accepts multiple (Lm) Lineal Metre QTY entries which will calculate cubic metres (m3). This is mainly used for calculating concrete quantities. E.g. Footings, Edge Beams, Piers, etc. See Work Group ► Concrete Slab 1 ► Footings and see the QTY Calculator setup working example.|
|Decimals||This tick box is only used for items that require decimal places in the QTY. e.g. Concrete Supply, Tiling Labour, Tiles Supply, etc.|
|Price List||The Price List link allows you to select an Item from the Price List to setup the item. Select from the Category, Group and Item, then choose a supplier for the Rate. Note: Only suppliers with a rate entered for the item selected will show in the Supplier selection. Once you have selected the 4 fields the items Description, Rate and Unit should appear automatically.|
|Link to Timber List||The Link to Timber List option allows Cost Schedule Item to be linked to the Timber List view. It allows you to select which Timber Group, Type and Size to send your Quantities (QTY). The Unit should automatically appear based on the ltem selected and if applicable you can select a specific Timber Length to order.|
|Notes||This field is commonly used for Auto QTY equation explanations and reminders. (Internal Item use only).|
|Auto QTY||The Auto QTY lets you create an auto equation by linking to Items within the same Work Group to auto calculate the total QTY of this item. Select from the Auto QTY 'Items' drop down list to select which items your wanting to link into your equation. Note: Auto QTY's can only link to items within the same Work Group. Once you've selected the Item for your equation, it will show an Item reference as: E.g. QTY1, etc. Then you can use the calculator buttons to enter numbers, and symbols such as, plus, minus, divide and multiplication. Note: Standard Mathematics rules will apply. It is handy to use the notes field of this Item to help reference back to the variables used in the equation. You can enter a waste allowance to your Auto QTY equation by multiplying it by: 1.05 for 5%, or 1.1 for 10%, or 1.2 for 20%, etc. See other Item setups with Auto QTY's to help you learn. If an Auto QTY equation has been setup for an Item on the Cost Schedule the QTY field will not appear grey.
Example: QTY1 * 10.75 * 1.1
|Material Cost||This is used to enter an equation to calculate the Material Costs for this Item. It is compulsory that you allocate a Cost Centre for this budget in Cost Control.
See Cost Control Overview to learn more ►
|Labour Hrs||Select from the drop down list the time frame per item to install and number of men required for the task.|
|Labour Cost||Enter your Equation to calculate the Labour Cost, LH x GL is a popular equation for this field. Labour Hrs x General Labour. (See Calculator Definitions of Meanings below). Ticking the Sub Contractor box, will remove Work Cover from this Labour. You will also need to allocate this Labour Cost to a Cost Centre Budget in Cost Control for running the job.|
|QTY||This is an abbreviation for the Quantity of an Item. Clicking on QTY to use in your equation means the quantity for this Item will be used.|
|RATE||Means the Rate (inc.) of this Item. Clicking on RATE to use in your equation means the Rate (inc.) of this item will be used.|
|LH||This is the Total Labour Hrs for this Item.|
|GL||This is the General Labour Rate which is setup in the Cost Schedule Settings. The sample template default is set to $55.00 (inc. GST) / Hr.
See Cost Schedule Settings to learn more ►
|+ = Addition (Plus)
- = Subtraction (Minus)
* = Multiplication ( x )
/ = Divide ( ÷ )
The Qty Calculator is designed to calculate multiple Volumes (m3). Concrete for Footings & Piers is its main use. You can turn an Item into a QTY Calculator simply by ticking the QTY Calculator tick box within the Item.
|Description||This field is for naming the item which will also be seen as a selection from Plan Scan if you are linking Items.|
|Length (Lm)||Enter the Length/s of your Footings or Piers quantities into this field.|
|Width (mm)||This is the width of the Footing or diameter of Pier. (Note: Piers are worked out as square not circular, so it automatically will be allowing waste).|
|Height (mm)||This is the height of the Footing or (other width of the Pier diameter which will be the same as your width). (Note: Piers are worked out as square not circular, so it automatically will be allowing waste).|
|Total||This field will show you a total volume for this Item.|
|Unit||This shows the Volume (m3) unit of measure.|
|Total Length||This shows a total of all the Item lengths. The Total Lm can be selected in the Auto QTY equations of other items within the same Work Group. It is differentiated with a LM from the standard item references. E.g. QTY38LM|
|Sub Total||This field shows the total volume of all Items before waste is added.|
|Waste||Select a waste percentage from the list.|
|Total||This field shows a total volume of all items including your waste percentage. This Total will show on the Cost Schedule as your QTY.|
|Step 1||Click into the Work Group where you want to add the New Item. Note, it will add the Item above where you have selected in the Work Group. Once the Item has been added you can use the Green Arrows located next to the Delete Item button to move it up or down to reposition it.|
|Step 2||Click on the New Item button and it will open the New Item window for you to setup your Item. If your wanting to link this Item to an Item in the Price List, you will first need to add the Item/s into the Price List so it can be linked to from this Items Price List (Link).
See Price List Overview to learn more ►
If the Item/s have already been added to your Price List, then before entering a Name for this Item, first select from the Price List (Link), the Group, then the Item, then the Supplier of whose Rate/price you'll be using for this Item from the Price List. Notice as you select from each drop-down list it will automatically be naming your Item. These names are selected from how they have been setup in the Price List.
Please read the Item (window meanings) above to help understand each field's descriptions and how they work for entering the rest of the information required. After you have entered the required information for your Item then click OK. Your Item should now be added to the Work Group.
Price List (Link)
|Select the Item to Edit ► Open the Item ► Change the Rate|
Price List (Link)
|Option 1: Select the Item to Edit ► Open the Item ► Select a different Item from the Price List (Link) drop down lists and or Supplier.
Option 2: Select the Item to Edit ► Open the Item ► Press the Price List button (lower left-hand corner) ► The Price List should now be open with the current item pre-selected ready for you to change its Rate. Make sure you enter the correct Rate for the right Supplier.
NOTE: The Supplier named Generic Rates is the SoloAssist Sample Price List Supplier with pre-entered Rates to help you get started. Please check and update the Rates accordingly with your Suppliers Rates.
See the Price List Overview to learn more ►
See Update Rates to learn more ►