Cost Schedule Item

In a Work Group, there are 3 types of item status.

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Enter a quantity, supplier quote, or allowance to include the item and activate its linked items. Also, you can interchange Item on Standby with Included by clicking the item status icon. Note, from job to job your items on standby selections save to memory your preference from the previous job selections.

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= Not Included

= Not Included, Item on Standby, (select the icon to Include / Not Include)

= Included (click the item icon to not include)

This shows the Work Group name that the Item belongs to.

The Item Setup selection, automates the required fields needed to be setup for the item. However, this is only a guide and you can customise the item if required. Typically, you will only need to use the first 4 or 5 selections.

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Selections

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1) Standard (default)

This is the most popular Item setup option. It allows you to manually name and enter a rate for the Item or use the Pricing (Price List Item) selections to auto name the populate a rate of the item from your SoloAssist Price List.

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2) Supplier Quoted

This is used for Items that require you to enter a Supplier or Sub Contractor quoted amount. Typically, these items are setup at the top of the Work Group. They are identified with Quoted by: showing for the item. The Suppliers name will show after Quoted by: when selected. E.g: Quoted by: Electrical Assist

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3) Allowance

This is used for items that only require an allowance or estimate amount to be manually entered.

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4) Sub Heading

This is used for sub heading row breaks between items within a Work Group. They can be identified as a white background with no vertical column lines.

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5) Timber List Link

This is used to setup an item link from a Cost Schedule Item to a Timber List Group and Item.

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6) Timber List Total

This item selection can only be used once. It transfer the Timber List view Total to the Cost Schedule. Typically, it is setup in a Work Group called Timber Supply.

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7) Quantity Calculator (m3)

This selection is used for calculating cubic meters (m3). Typically, it is used in Work Groups for Concrete Slabs & Footings to calculate m3. If you want to add more sizes to the list, scroll to the bottom and fill in the spare item row. A new row will then appear to add another item row.

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8) Architrave Calculator (Lm)

This selection is used for calculating Architrave for windows and doors. Typically, this item is setup in a Work Group called Carpentry - Fixout.

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9) Job Specifications - Total Included

This Item can only be setup once. Typically, it is setup in a Work Group called Job Specifications. This will transfer the Included Total from the Job Specifications view to the Cost Schedule Work Group Item.

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10) Job Specifications - Total Prime Cost (PC)

This Item can only be setup once. Typically, it is setup in a Work Group called Job Specifications. This will transfer the Prime Cost Total from the Job Specifications view to the Cost Schedule Work Group Item.

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11) Job Specifications - Total Provisional Sums (PS)

This Item can only be setup once. Typically, it is setup in a Work Group called Job Specifications. This will transfer the Provisional Sum Total from the Job Specifications view to the Cost Schedule Work Group Item.

This is an automated number for the Item within its work group. It will always default to the next available code number available within that Work Group. Item code numbers cannot be manually edited or customised. Work Group and Item code renumbering can be sequentially reset in the Cost Schedule Settings.

This is the Item name or product description. Keep it direct and brief. If you are using a Price List Item selection to setup the Item, it will automatically name the Item for you.

This allows you to select a Price List Item and Supplier or leave it blank and manually enter a Rate and select a Unit type for the item. Selecting a Price List Item will pre-fill the Item name for you. You can also Turn GST On/Off.

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User Tip: Ensure to setup your supplier price lists in SoloAssist, it makes quoting faster and more accurate.

This lets you link a Cost Schedule Item to a timber item in the Timber List. By selecting a Timber Group and Type & Size, it will pre-fill the Item name for you. Once a Quantity has been added for the item then the Quantity, Rate and Total will show in the Timber List group allocated. By selecting the Timber List Settings button, you can change the preferred supplier of each timber type as you if required.

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User Tip: Ensure to setup your suppliers in the SoloAssist Price List. It makes quoting faster and more accurate.

This is used for internal item notes only.

This is to setup an auto quantity equation that uses the quantity of another item/s within the same Work Group. You can create multiple Item quantity equations to calculate another items quantity automatically. It's quantity can then be used to price a Material Coat, Labour Hrs, or Labour Cost. This equation can include material waste, as seen in the example below.

If you select Round up to whole number, the calculation will round any decimals up to a whole number quantity.

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Calculator

The green Items button lets you select an item quantity within the same Work Group to use in the SUM = equation.

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SUM = Equation

Standard mathematics rules apply.

The below Auto Quantity equation example is working out the number of post for a Retaining Wall.

QTY4 = Quantity of Item 4 (of that Work Group). In this case, it's a length of Retaining Wall in Lm.

QTY6 = Quantity of Item 6 (of that Work Group). In this case, it's a length of Retaining Wall in Lm.

2.4 = 2400mm is the post centres spacing for the Retaining Wall.

1.1 = Waste of 10%

The tick box for Round up to whole number means the finished calculation will remove any decimal places and round up the number up to a whole number.

This is used to calculate the Material Cost of this Item. The SUM = QTY x RATE equation shown is the most common for a material cost setup. Every material cost amount needs to be allocated to a Cost Centre budget in Cost Control for tracking the profit and loss of the job. In the example below, the material cost is allocated to the Earthworks - Machine Hire Cost Centre budget.

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Calculator

QTY = Quantity of this Item

RATE = Rate (inc. GST) of this Item, or if marked no GST then Rate (ex. GST)

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Equation

Standard mathematics rules apply.

SUM = QTY (Earthworks - Machine Hire Hours) x RATE (110.00 / hr) = Material Cost

This calculates the timeframe to complete the task. Select from one of the default timeframe equations in the drop-down list or create your own. Selecting more than 1 man for the task will divide the total timeframe by that number of men to give an accurate timeframe display. In the example below, per quantity (QTY) of 1 its going to take 20min to install or complete the task, but when 2 men are selected, it going to only take 10min to install or complete the task. This will display in the Labour Hours field on the Cost Schedule for the item.

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Calculator

QTY = Quantity of this Item. This is a variable job to job

RATE = Rate (inc. GST) of this Item, or if marked no GST then Rate (ex. GST)

LR1 = Labour Rate 1 = $66.00 / hr (This Rate is editable in Cost Schedule Settings)

LR2 = Labour Rate 2 = $77.00 / hr (This Rate is editable in Cost Schedule Settings)

LR3 = Labour Rate 3 = $88.00 / hr (This Rate is editable in Cost Schedule Settings)

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Equation

Standard mathematics rules apply.

SUM = QTY (of Earthworks - Machine Hire Hours) x 2 hr (per 1hr for 2 men) = Labour Hours (for this task).

This is used to setup the Labour Cost of installing an Item or completing a task. If the Labour Cost is for a Subcontractor, then select the Sub Contractor tick box. This will make it not apply work cover as it should already be covered in the Rate. All Labour Cost amounts need to be allocated to a Cost Centre budget in Cost Control for tracking the profit and loss of the job.

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Calculator

QTY = Quantity of this Item.

RATE = Rate (inc. GST) of this Item, or if marked no GST then Rate (ex. GST)

LH = Total Labour Hours of this item task

LR1 = Labour Rate 1 = $66.00 / hr

LR2 = Labour Rate 2 = $77.00 / hr

LR3 = Labour Rate 3 = $88.00 / hr

Note: The Labour Rates are editable in the Cost Schedule Settings.

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Equation

SUM = LH (Labour Hours Total) x LR1 (Labour Rate 1 is $66.00 / hr) = Labour Cost (of the task).

Note: Standard mathematics rules apply.

Calculator

This opens the default calculator on your computer for extra mathematical brain power.

Price List

Opens the Price List to add new items, editing existing items, update prices and add supplier price lists. Live Pricing is also found on the Price List screen which allows you to import supplier price files or connect directly using the Live Pricing 24/7 supplier connection.

Learn more

Help Centre

Opens the SoloAssist Help Centre to the topic you're currently in.