Procedure to use existing setup for subcontract enquiry & comparisons
The Valesco Estimating template includes Categories, Filters and Subcontractors. The recommended procedure for making use of the existing setup is as follows:
• Import or create Bill of Quantities
• Assign a S/C Category to each Bill Item that is to be subcontracted
• Select the required Bill Item using the ‘Select Using Filter’ option
• Create an enquiry document using ’Sub Contract Enquiry (Template)’
• Enter returned rates in the Subcontractor Comparison
• Select the required subcontractor to use in the rate build-up
Assign a S/C Category to each Bill Item
There are 3 main techniques for assigning codes to Bill Items:-
• Properties tab
• Bulk Change Details
• Grid View
Assigning S/C Categories using Details tab
Assigning S/C Categories using Bulk Change Details
Applying S/C Categories using the Grid View
This technique is often the quickest for applying a number of S/C Categories:-
• Go to Grid View
• Select the ‘Cost/Work/SubCont Category’ view
• In the ‘S/C Category’ column, select the required S/C Trade