- #BUILDING ESTIMATE TEMPLATE FULL#
- #BUILDING ESTIMATE TEMPLATE PRO#
faucets, sinks, toilets, etc.), and what information about those selections the client should report back (i.e. For example, on a Plumbing Fixture allowance selection, put in the preferred plumbing vendor (company, address, hours of operation, contact person), what you need the client to select (i.e.
Client Info = Information clients specifically need for understanding the scope of work or expectations regarding choice making. Use this text field to offer relevant background, specs, and details regarding this area of the project. Specifications = Descriptive text visible to everyone with access to the project. Choose on Selection items to tie this due date to a milestone on the schedule OR manually entering a hard date. Requested By = Provide clients with a deadline or due date by when you need their decisions made. Quick Hint: Selections house any decisions or choices clients need to make regarding the project's scope/details. Type = What type of item is this? You choose whether an item is a Specification or Selection/Choice style. Need a new category or need to edit an existing one? Use the Edit categories option to keep things moving. Choose from the pre-populated list of Industry Standard (NAHB) categories provided or any others already created. Category = What larger bucket of the project does this area of work belong to? Select from the drop down list where this item should fall. #BUILDING ESTIMATE TEMPLATE PRO#
Pro Tip: Clearly identify the parts and pieces of the project using this field PLUS put in a numbering system in front to sort/order items how desired.
Item Name = What is the name of the area of work you will define and price? Type out what you call the specification or selection. See below for a quick breakdown of the parts and pieces to creating an ITEM. Select which type of item you need to price and define, then fill out the relevant details. Choose from the list of options to create an ITEM from scratch (by selecting Specification or Selection from the list) OR by bringing items down from a template (see below). Each cost line receives a quantity, unit type, unit cost, and accounting code.Īdd information to the project's estimate by selecting + New. Individual cost lines roll up to a total cost for the item as a whole so those individual units represent all the relevant prices needed to represent the total cost of the project. The smallest, third tier of financial information where individual prices and costs live. These either contain financial data for Specifications or Selections, and house important scope of work details. The second tier of financial information that represents the major building blocks of the project. 
#BUILDING ESTIMATE TEMPLATE FULL#
Organize or structure data more in line with CSI divisions? Contact the full template. Your account comes pre-populated with an Industry Standard template with categories formatted to resemble the National Association of Home Builders (NAHB) structure. Categories often follow the order of construction, construction phases/divisions, or rooms/areas under construction. The highest organizational bucket used to sort and order the estimate.
This structure provides the foundation for inputting descriptive scope details, costs, quantities, selection options, and more. Build Your Estimate from Scratchįinancial data in CoConstruct organizes in three tiers.
Let our Team Import Your Existing EstimateĬheck out other estimating tools to enhance this process too. Here are three options for getting your estimate off the ground: Start by creating an estimate on any Prospect or Active project. Account for important financial details of any project using the estimate. There are a few different paths to unlocking CoConstruct’s single-entry construction estimating system.
0 kommentar(er)
