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