Valuations
This module uses the jobs produced by the Estimating system and allows a range of traditional Quantity Surveying functions to be performed and professional quality documentation to be produced.


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


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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