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APPLYING OVERHEAD & PROFIT Play Video

Fast Estimate offers a number of flexible methods to apply Overhead and/or Profit to your job, ranging from a single value for the entire schedule down to changes at individual item level

Key Features

  • Full control of overhead and profit margins at all levels - Schedule, BOQ, Bill, Bill Item
  • Dedicated Schedule Profit screen showing the results of any changes
  • Clear displays showing Net/Gross values at all levels
  • Set up defaults for all new schedules

This is an important feature of the pricing process so we have supplied a range of flexible methods to apply overhead & profit to the job, each one more specific than the one before:

  1. Libraries / [Resource Types] - This is a useful default value table if your company normally applies the same margins to each job (They can of course be adjusted later). Each new Schedule item is automatically assigned the values entered here as it is created.
  2. Pre-Pricing - Set default Schedule O&P values in Preferences
  3. Post-Pricing - You can apply different O&P values at Schedule, BOQ, Bill and item level as follows

Schedule Level

  1. Select the [Schedule] table in the tree
  2. Select the Overhead & Profit View from the selector
  3. Open the Schedule O&P form using the button/menu
  4. Set the values you want to apply for this schedule. There are many combinations available

Bill Level

  1. Load the schedule bill table and select the bill you want
  2. Proceed as items 2-4 as for Schedule above

Item Level

  1. Select the item you want to edit
  2. Select the Overhead & Profit View from the selector
  3. Double-click (or F7) on the Overhead or Profit values to open the Item Overhead/Profit form
  4. Set values as required.

Notes

  1. Area values can only be applied at Schedule level
  2. You can change these values at any time to look at different price scenarios
  3. If you are unsure about a particular item, mark it for review later