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Valuations

Data Transfer

All Estimate details transferred automatically and seamlessly – no need to retype the information.

Valuing the Works

  • Separate Client and Internal Valuation Quantities. Quantities entered as numbers, percentages or as a lump-sum value for individual Items or across a range of Items.
  • Original Item quantities can be re-measured and the analysis and percentage completion values changed accordingly
  • Variations can be recorded and priced in the same way as the Estimating system. Items can be omitted from the original Bill of Quantities

Analysis & Forecasts

  • Estimate Budget
  • Daywork Sheets
  • Materials on Site recorded
  • Valuation Statement that can be used as an application for payment
  • Final Account Forecast showing the effects of variations, dayworks etc on the final Contract sum
  • Comprehensive analysis of each Valuation and the Contract
  • Full resource usage breakdown
  • Cost/Value reconciliation including profit or loss forecasts
  • Subcontractor and Supplier enquiries can be sent within this module
  • All quantities can be re-measured

Pricing

  • Rates can be directly entered or built up from Labour, Plant, Materials and Subcontract resources
  • Apply rates only to an imported job from the pricing library
  • Rate build-ups can have waste factors applied which reflect a true quantity
  • Waste factors can be set at individual Item level or globally across all Items
  • Resources can be substituted at Item level or globally
  • Copy and paste rate build-up from Item to Item
  • Activities can be created and used These elements contain quantified build-ups of resources and other activities (to any depth)
  • Resource prices can be adjusted globally, with the Bill Rates being automatically updated
  • Preliminaries can be entered and calculated outside of the Job pricing, and the Preliminary value transferred to the Bill as a set of Bill Items or as a percentage adjustment to the measured work

Bill Preparation & Take-Off

  • Dimensions take-off can be used to record measurements, including the use of the latest on-screen Take-Off software (sold separately) to take measurements directly from on-screen drawings
  • Link Items to global dimensions for repeated use

Analysis

  • Rates can be directly entered or built up from Labour, Plant, Materials and Subcontract resources
  • Apply rates only to an imported job from the pricing library
  • Rate build-ups can have waste factors applied which reflect a true quantity
  • Waste factors can be set at individual Item level or globally across all Items
  • Resources can be substituted at Item level or globally
  • Copy and paste rate build-up from Item to Item
  • Activities can be created and used These elements contain quantified build-ups of resources and other activities (to any depth)
  • Resource prices can be adjusted globally, with the Bill Rates being automatically updated
  • Preliminaries can be entered and calculated outside of the Job pricing, and the Preliminary value transferred to the Bill as a set of Bill Items or as a percentage adjustment to the measured work
Analysis

Reporting & Exporting

  • Professional quality Bill of Quantities printed, with or without rates, profit, VAT, or different currency
  • Resource analysis can be printed without rates, to form the basis of an enquiry to suppliers or sub-contractors
  • All analysis including Rate Analysis and Dimensions can be printed
  • The Job can be printed with selected Resources rates, allowing Labour-only, Labour & Plant etc. Bills
  • All reports can be exported to an Excel or a CSV format file for use in spreadsheet programs such as Microsoft Excel
  • All reports can be saved as PDF files
  • Estimates can be exported to industry standard CITE format files for transfer to other Estimating packages






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