Job Specifications

Items marked Included are added to the quote, they will show in the quote print report as an included allowance in the price. When entering the Actual Cost against an Included Item, it will then show a balance on its right-hand side. The Included Items total amounts will show at the bottom of the Job Specifications. Please note, you don't need to enter the Actual Cost of Item marked as Included as this does not affect other calculations. It's only used for cost comparison purposes within the Job Specifications.

Note: PC & PS item actual costs calculate differently to Included Items, and is mandatory to enter their costs against their allowances.

Items marked Not Included will show in the quote print report as a not included allowance in the price.

Items marked OTS (Owner To Supply) will show in the quote print report as the owner's responsibility to provide or pay directly for this item. Do not enter a cost for this item.

Prime Cost Item allowances are used for Items with no labour component.

Provisional Sum item allowances are used for Items with a labour component with or without materials.

In the Quotation print report, the PC & PS items distribution markup is spread across all other contributing Work Groups on the Cost Schedule. It is spread in ratio to the amount the work group contributes to the contract total. This way it makes it impossible for the client to reverse engineer your business markup allowances. This can be changed in the Print Options ► Cost Schedule (selections).

Overview

Prime Cost and Provisional Sum Item allowances are added into your quote in the Job Specifications view. The Job Specifications view is setup to track each PC & PS Item allowance and the overall PC & PS amount totals. The Job Specifications overall totals are then transferred to the Cost Schedule Work Group ► Job Specifications. The Cost Schedule is where your Business Markups are applied onto the Job Specifications totals.

Note, the Job Specifications Settings () is where the PC & PS excess (overrun) markup percentage is set. Example: 20% (default)

Below are the (3) totals transferred from the Job Specifications view to the Cost Schedule ► Work Group ► Job Specifications.

1) Total - Included Items (These are item allowances that are not PC or PS items.)

2) Total - Prime Costs

3) Total - Provisional Sums

To add a New Group to the Job Specifications view, follow the steps below.

Step 2

In the Job Specifications toolbar, click New Group (). Then enter the New Group name into the New Group window.

Then click OK to add the group.

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User Tip 1

After a New Group has been added to the Job Specifications view, you can drag & drop it up or down to a different location, if required.

To add a New Item into a Job Specifications Group, follow the steps below.

Step 2

In the Job Specifications toolbar, click New Item (). This will open the New Item setup window.

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To setup this item, you have (3) options.

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Option 1 - Manually Enter

You can manually enter the Item Name, Item Specification, Cost (inc. GST), and select the Item Type.

This method does not require you to Select from Default Specifications or link to a Price List Item.

Once you have setup the item, then click OK to add the item.

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Option 2 - Select from Default Specifications

This option allows you to select from the Job Specifications default specifications pre-setup. Selecting a default specification will auto add the Item Name, Item Specification, Item Type, and Cost (inc GST). These selections can be customised and edited in the Job Specifications Settings (). Specifications can also be added on the run, by pressing the Save button when it becomes active.

Once you have setup the item, then click OK to add the item.

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Option 3 - Price List Item

This option allows you to setup a Price List Item as the Item Specification. It will auto add the Item Name, Item Specification and Cost (inc. GST). The Item Type will default to Included but it can be manually overridden, if required.

Once you have setup the item, then click OK to add the item.

To add a PC or PS Item allowance, see both options below.

Option 1

If you already have the item setup in the Job Specifications view, all you need to do is change the Item Type field to PC or PS for the Item. To open the Item, double-click on it, then change the Item Type to PC or PS. Then enter the Cost (inc. GST) amount. Then click OK. Then enter the number required of the Item into the grey QTY field of the Item for it to total and add into the quote. When the Item is added to the quote, it will show with a green circle tick ().

Open the Job Specifications Settings () and change the PC & PS Excess Markup Rate %.

The Sample Template has been default set at 20%.

Example - Sample Template.quo

The Job Specifications Included items total, PC items total and PS items total amounts are transferred to the Job Specifications work group in the Cost Schedule. This is done by entering JS, PC and PS respectively into each of the Rates fields Items. From there, the Job Specifications work group gets applied with business markups and added into the Contract Total.

Let us know if you hit any problems in Job Specifications, and we will write your troubleshooting tips here…