User Tools


Cost Schedule


Overview

The Cost Schedule is the main quoting view in which all job costs and quantities will either be entered into manually or transferred to from other views such as: Timber List, Architraves & Skirting, Job Specifications and Plan Scan. The Cost Schedule is built up of Work Groups with Items that make a checklist. Depending on the setup of each Item, you will be able to enter quantities into the Grey QTY fields or enter a quoted amount into the Grey Rates fields directly. Many Items are setup with an Auto QTY equation which means they calculate their quantity from another Items quantity being entered. These Auto Qty fields are coloured same as the rows colour (Cream/Beige).

When sending quantities from Plan Scan to the Cost Schedule, be sure to scroll down through each Work Group in the Cost Schedule to check what Items have been added to your Contract Total.

Make sure to setup the Cost Schedule Settings so the correct markups are being applied to your Quote. The Settings are found at the top right hand corner of the Cost Schedule. Settings for each view (Tabs) can also be found in the Settings menu located in the top left hand corner of the screen.


Work Groups

The Cost Schedule is built up of Work Groups populated with Items that make a checklist. A Work Groups purpose is to setup Items of options for Materials and Labour selections for quoting. A Work Groups Items Material and Labour Costs need to be allocated to Cost Centre budgets within the Cost Control view to help with your cash flow Profit & Loss.

Work Groups
(Verse)
Cost Centres
A Work Group is a compilation of items required to complete a task. E.g Concrete Slab, Cladding, Eaves, etc.

A Cost Centre is the allocation of job costs to a specific supplier. This creates a combined total job budget for each Supplier / Cost Centre. This allows you to easily and accurately calculate a Profit & Loss for each Cost Centre / Supplier.

Cost Schedule Work Groups are not Cost Control Cost Centres. Work Group Item Material & Labour costs are allocated to Cost Control Cost Centre Budgets to help run the job. This is compulsory to help with business Cashflow.

See Cost Control Cost Centres to learn more ►

Items

Items are used as Work Group options to include or not include for the required task. They can link to the Price List and Timber List Items and include a Material and or Labour Cost which can be allocated to specific Cost Centre budgets in Cost Control.
See Cost Schedule Items to learn more ►

User Tips

Auto QTYItem Auto QTY equations can only link to items within the same Work Group. When building this equation, you can select these items from the drop down list in the Auto QTY section of the Item window.
Timber List Total (Inc. GST)You can toggle between including and not including the Timber List Total by ticking or un-ticking the check box next to this item in the Timber Supply Work Group on the Cost Schedule.
Font BLUEA BLUE Font colour for the QTY, indicates the QTY has been manually adjusted from its original Auto QTY calculation.
Font GREENA GREEN Font colour for the Labour Cost, indicates that it has been allocated as Sub Contractor Labour in the Item window. This means that Work Cover does not apply.
Font REDA RED Font colour for the Rate, means that this Item in the Price List is no longer supported by its Supplier.
See the Price List Overview to learn more ►
Architrave & SkirtingSee Architrave & Skirting to learn more ►
PC & PS ItemsDo not use the Cost Schedule for PC & PS Item allowances. Use the Job Specifications view.
See Job Specifications PC & PS Items to learn more ►
Entering a QTY (Quantity)When entering (QTY) quantities, you can use the symbols @ or / to enter multiple quantity's. When entered as shown in the examples below, the @ or / symbols will act as a multiplication symbol.
E.g. 13/2.4, 7/3.6, 33/4.5, OR 3@5.7, 8@2.7

Cost Schedule

Item #This column is used to show the Items numbers within its Work Group.
Work GroupsThis column is used to display the Work Group and Item names.
UnitThis column is used to display the Unit Of Measure for each item.
QTYThis column is used to display and or enter the quantities needed of each Item. Use this field to enter your quantities. Feel free to enter bulk quantity amounts as follows: E.g. 13/2.4, 7/3.6, 33/4.5 OR 3@5.7, 8@2.7
Rate (Inc. GST)This column is used to display the Rate (Inc. GST) of each Item.
Material CostThis column is used to display the total material cost for each Item.
Labour HrsThis column is used to display the Labour Hrs for each Items task.
Labour CostThis column is used to display the Labour Cost for each Items task.
Total (Inc. GST)This column is used to display the Total (inc. GST) for each Item.
NotesThis column is used for notes that you would like to stay in your template so it will carry through into the next New Quote. Please Note: This is not used for job specific notes.

Cost Schedule (features)

New Work GroupThis button allows you to Add a New Work Group to the Cost Schedule.
Delete Work GroupThis button allows you to Delete Work Groups from the Cost Schedule. Once it has been Deleted you can not undo the command.
Arrow Up / Down (Green)These arrow buttons allow you to re-order the Work Groups by moving them Up & Down in the Cost Schedule.
Job DetailsThis button will open the Job Details window to enter the Job Details information which will be used to pre-fill any paper work.
See Job Details Overview to learn more ►
OrderThis button will give 3 options; (1) Purchase Order (Includes Materials only), (2) Work Order (Includes Labour & Materials), (3) Quote Request (Included Materials only). Purchase Orders, Work Orders & Quote Requests can only populate with the items added into the Contract Total. Be sure to lock the Contract Total before ordering as this will allow you to (on the fly) Add or Remove items to re-populate your orders with the item needed at the time you need them in the Job.
See Purchase Orders to learn more ►
Price ListThis button will open the Price List so you can update your pricing, Add New Items, Add your Suppliers, Import Price Files and download live pricing (if available). Check the Live Pricing Pricing Source drop down list to see if any of your suppliers are connected. If so you will need to contact them for your Member ID and Password to download your pricing.
See Price List Overview to learn more ►
Plan ScanThis button will open Plan Scan so you can add your plans and start measuring your quantities.
See Plan Scan Overview to learn more ►
New ItemThis button allows you to add New Items to a Work Group.
See Cost Schedule Items to learn more ►
Edit ItemThis button will allow you to Edit the selected existing Item. You can also double click on an Item to Edit as well. too.
Delete ItemThis button allows you to Delete Items from its Work Group.
Arrows Up / Down (Green)These arrow buttons allow you to re-order the Work Groups by moving them Up & Down in the Cost Schedule.
SettingsThis button opens the Cost Schedule Settings window which allows you to setup your business overheads, Insurances, work hrs, etc.
See Cost Schedule Settings to learn more ►

Help
The Help button opens the SoloAssist Help Centre with instructions on how to use the software. (Internet connection required).

Which Totals Transfer to the Cost Schedule?

Timber ListThe Timber List Total (Inc. GST) is automatically transferred to the Cost Schedule Work Group –> Timber Supply –> Item name 'Timber List. This is setup by using code TL in the Material Cost field within the Item window in the Cost Schedule. You can then toggle this Item On/Off by ticking and un-ticking the item if you are wanting to input a quoted sum only, otherwise you can use both the quoted sum and the Timber List Total (Inc. GST). You can also link a Cost Schedule Item to the Timber List by selecting the Timber List tab within the Item window in the Cost Schedule.

See Cost Schedule Items to learn more ►
Job SpecificationsThe Job Specifications view totals for PC (Prime Costs), PS (Provisional Sums) and JS (Quoted Items) are transferred to the Cost Schedule Work Group 'Job Specifications'. These are linked by entering the codes PC, PS and JS into the Material Cost field. Please note all item costs must be allocated to a Cost Centre budget in Cost Control otherwise the item window will not close.

See Job Specifications Overview to learn more ►
Plan ScanFrom Plan Scan, Item Links can be setup to send quantities to the Cost Schedule, Timber List, Architraves & Skirting and Job Specifications. You can link multiple Items sending your QTY quantity to several location at the same time. For Example: Open the Sample Template, then open Plan Scan to view the item links setup.

See Plan Scan Overview to learn more ►
See Plan Scan Items to learn more ►

Changing the Rate of an Item?

Option 1Firstly, double click on the Item to open the Edit Item (window). If their is no Price List (Link) setup, you will be able to change the Rate directly in this window. See Option 2 ►
Option 2If a Price List (Link) has been setup for this Item, ensure the group, Item and Supplier fields have been selected. Then click on the Price List button at the bottom of the window. This will open the Price List pre-selecting the Item so you can change its Rate. See Option 3 ►
Option 3If this Item has the (Tab) selected 'Link to Timber List' it means that this Item will be priced with a Rate in the Timber List. Before closing this window ensure the 'Link to Timber List' box is selected and the Group, Type and Size fields are filled in. After you have checked the setup of this item then click on the 'Price List' button down the bottom of this window. The Price List should pop up with this Item pre-selected so you can check or change its Rate. However, remember this Rate is being applied to this item in the Timber List not the Cost Schedule. Close the Price List after you have made your changes, then you will revert back to the Item window in which you can then click OK to close it. Now you should be back at the Item in your Work Group on the Cost Schedule. Then click on 'Timber List' showing in the Material Cost field of the Item. The software will then automatically take you to the Timber List to the group of where that Item has been linked. Please note item is showing it probably didn't have a qty entered to send it to the Timber List and secondly, if their is an Item showing but no rate for that Timber just double click on the Rate field of that Item which will open the Timber List Setting window.
See Timber List Settings to learn more ►

Profit Markup (verse) Net Profit Margin

Profit MarkupA Profit Markup is the Percentage you are marking up your product.
Net Profit MarginA Net Profit Margin is the percentage of Profit you are making on the Contract Total.
NOTE: A Net Profit Margin will normally workout less than the Profit Markup.


Cost Schedule (features)

New Work GroupThis button allows you to Add a New Work Group to the Cost Schedule.
Delete Work GroupThis button allows you to Delete Work Groups from the Cost Schedule. Once it has been Deleted you can not undo the command.
Arrow Up / Down (Green)These arrow buttons allow you to re-order the Work Groups by moving them Up & Down in the Cost Schedule.
Job DetailsThis button will open the Job Details window to enter the Job Details information which will be used to pre-fill any paper work.
See Job Details Overview to learn more ►
OrderThis button will give 3 options; (1) Purchase Order (Includes Materials only), (2) Work Order (Includes Labour & Materials), (3) Quote Request (Included Materials only). Purchase Orders, Work Orders & Quote Requests can only populate with the items added into the Contract Total. Be sure to lock the Contract Total before ordering as this will allow you to (on the fly) Add or Remove items to re-populate your orders with the item needed at the time you need them in the Job.
See Purchase Orders to learn more ►
Price ListThis button will open the Price List so you can update your pricing, Add New Items, Add your Suppliers, Import Price Files and download live pricing (if available). Check the Live Pricing Pricing Source drop down list to see if any of your suppliers are connected. If so you will need to contact them for your Member ID and Password to download your pricing.
See Price List Overview to learn more ►
Plan ScanThis button will open Plan Scan so you can add your plans and start measuring your quantities.
See Plan Scan Overview to learn more ►
New ItemThis button allows you to add New Items to a Work Group.
See Cost Schedule Items to learn more ►
Edit ItemThis button will allow you to Edit the selected existing Item. You can also double click on an Item to Edit as well. too.
Delete ItemThis button allows you to Delete Items from its Work Group.
Arrows Up / Down (Green)These arrow buttons allow you to re-order the Work Groups by moving them Up & Down in the Cost Schedule.
SettingsThis button opens the Cost Schedule Settings window which allows you to setup your business overheads, Insurances, work hrs, etc.
See Cost Schedule Settings to learn more ►

Help
The Help button opens the SoloAssist Help Centre with instructions on how to use the software. (Internet connection required).

Which Totals Transfer to the Cost Schedule?

Timber ListThe Timber List Total (Inc. GST) is automatically transferred to the Cost Schedule Work Group –> Timber Supply –> Item name 'Timber List. This is setup by using code TL in the Material Cost field within the Item window in the Cost Schedule. You can then toggle this Item On/Off by ticking and un-ticking the item if you are wanting to input a quoted sum only, otherwise you can use both the quoted sum and the Timber List Total (Inc. GST). You can also link a Cost Schedule Item to the Timber List by selecting the Timber List tab within the Item window in the Cost Schedule.

See Cost Schedule Items to learn more ►
Job SpecificationsThe Job Specifications view totals for PC (Prime Costs), PS (Provisional Sums) and JS (Quoted Items) are transferred to the Cost Schedule Work Group 'Job Specifications'. These are linked by entering the codes PC, PS and JS into the Material Cost field. Please note all item costs must be allocated to a Cost Centre budget in Cost Control otherwise the item window will not close.

See Job Specifications Overview to learn more ►
Plan ScanFrom Plan Scan, Item Links can be setup to send quantities to the Cost Schedule, Timber List, Architraves & Skirting and Job Specifications. You can link multiple Items sending your QTY quantity to several location at the same time. For Example: Open the Sample Template, then open Plan Scan to view the item links setup.

See Plan Scan Overview to learn more ►
See Plan Scan Items to learn more ►

Changing the Rate of an Item?

Option 1Firstly, double click on the Item to open the Edit Item (window). If their is no Price List (Link) setup, you will be able to change the Rate directly in this window. See Option 2 ►
Option 2If a Price List (Link) has been setup for this Item, ensure the group, Item and Supplier fields have been selected. Then click on the Price List button at the bottom of the window. This will open the Price List pre-selecting the Item so you can change its Rate. See Option 3 ►
Option 3If this Item has the (Tab) selected 'Link to Timber List' it means that this Item will be priced with a Rate in the Timber List. Before closing this window ensure the 'Link to Timber List' box is selected and the Group, Type and Size fields are filled in. After you have checked the setup of this item then click on the 'Price List' button down the bottom of this window. The Price List should pop up with this Item pre-selected so you can check or change its Rate. However, remember this Rate is being applied to this item in the Timber List not the Cost Schedule. Close the Price List after you have made your changes, then you will revert back to the Item window in which you can then click OK to close it. Now you should be back at the Item in your Work Group on the Cost Schedule. Then click on 'Timber List' showing in the Material Cost field of the Item. The software will then automatically take you to the Timber List to the group of where that Item has been linked. Please note item is showing it probably didn't have a qty entered to send it to the Timber List and secondly, if their is an Item showing but no rate for that Timber just double click on the Rate field of that Item which will open the Timber List Setting window.
See Timber List Settings to learn more ►

Profit Markup (verse) Net Profit Margin

Profit MarkupA Profit Markup is the Percentage you are marking up your product.
Net Profit MarginA Net Profit Margin is the percentage of Profit you are making on the Contract Total.
NOTE: A Net Profit Margin will normally workout less than the Profit Markup.



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