Schedule Properties


Home Getting Started Your Libraries Pricing Work Subcontractor Enquiry Materials Enquiry Post Contract Organise Your Day Creating Reports Networking External Data	Schedule Properties Adding data in this form is optional, you can create a Schedule and price your work without entering details if you wish. However you probably find it useful to add at least some useful detail Key Features Use this form to enter key information about the currently selected Schedule Set the schedule attributes so you know exactly where this schedule is in the pricing process General You can enter useful tendering information which may be of value later for reviewing, comparing and filtering Dates Enter key dates for this Schedule Stage This indicates the current stage of this Schedule in the tendering process. Active: Currently being worked on or awaiting a response Dormant: This schedule is not currently being worked on nor is it awaiting client feedback A schedule Stage 'View' shows the stage of each schedule in the table and may be sorted for viewing Result Pending - Has been submitted and is awaiting response from client Won - Successful submission Lost - Unsuccessful submission Status A Schedule can be: Current (only appears in the Current table) Archived Template Type You can maintain up to 20 user-definable schedule Types. Schedules can be filtered by Type in the main table so this can be a very useful setting Show Original Item ID Toggles the Original ID column on the bill page. Generally used for schedules imported from Excel to help make sure that the item you are pricing matches the original ID in the supplied bill. Item ID If you prefer to use numbers rather than letters to identify items (or your clients do), select Numeric. In both cases Fast Estimate will adjust the ID when automatic or manual pages are added. Area (m2) Set the building area for this schedule Client, Site, Architect, Surveyor Similar forms showing contact details for key people in the Schedule. For easy contact email addresses are 'hot linked' to your default email editor - double-click to launch. Notes Add any notes you want to add regarding this Schedule. These are not used anywhere else but can be used as the basis of a schedule search on key words Overhead/Profit% You can set up Overhead & Profit% for each Resource Type (Material, labour etc.) to be applied to each NEW bill item created in this Schedule (If you want to apply retrospectively, use the Schedule Profit table). Fonts You can apply different font characteristics to item Descriptions at different levels in order to improve your bill page layout. Descriptions can be from 8 to 18 point size, the remaining columns can be set from 8-10 point. You can also apply a range of colours to each level (e.g. Red for level 1 items, blue for level 2) Notes You can print the Schedule Details for attachment to the main Bill Pages. Take care when mixing item Description font settings and Report Font Size - the results can look odd if badly matched. Experiment with the different options to find the style that suits you best.If you want to apply font styles to library items, use the System Settings option Tips Use the Status information if you want to keep track of job submissions and your success rate. These appear on Schedule tables. The Item ID option can be changed to suite your own bill layout style, or to change your style to reflect a scanned Schedule that may use a different convention. Use the Font settings to make your bill pages stand out.

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