How to Create Quoted Project
This article will help you to Create a Quoted Project.
A quoted project is a contract between the client and contractor where the scope of work is outlined before the project starts and a fixed price is given
- Enter Project Name and Description
- You can add an Internal Project Number to identify the Project
- Choose the Client Name or Click on Add New Client to create one
- Choose the Client's Project location/Site or Click on Add New Site to create a site
- Enter the Start Date and End Date of the Project
- Enter the Address of the Project
- If the "Require Customer Signature" option is selected, then when the staff creates a jobsheet for the project, the customer's signature will be necessary
- Enter essential contact Numbers - Hospital, Civil Defense, Power, and Fault Phone under Team and H&S information
- Add Site Checklist Items
- Choose the Project Manager's Name if required
- Choose the Supervisor's Name if required
- Choose the Safety Manager's Name if required
- Choose the Trainer First Aider
- Add the Work Permits available
- Notify Delay: The project manager or Supervisor can track delays and decide from there hope they want to handle the delay. It might not affect the competition date. They will just want to be able to tally the causes of delays
- Assign Staff to Project to access
- Under Work Schedule, You can add the Work Center and Work Category. Once you select the Work Centre and Work Category it will display the related Work Activities
- You have the option to manually input values for "Amount", "Total GST", and "Total including GST", or you can enter values for "Qty" and "Rate" under "Work Activities" and the software will automatically calculate and update the corresponding values for "Amount", "Total GST", and "Total including GST"
- Work Activities are automatically loaded here but you can add more activities or Edit the Activity Name, Add the Description
- Add the Quantity, Rate, choose a Unit and the Total will be calculated automatically
- Under the Project Files section, you can upload any file which is related to Project like the Project plan or Site Plan etc.
- Submit to save the Project
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