How to Create Quoted Project

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

  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Projects-> Projects
  3. Enter Project Name and Description
  4. You can add an Internal Project Number to identify the Project
  5. Choose the Client Name or Click on Add New Client  to create one 
  6. Choose the Client's Project location/Site or Click on Add New Site to create a site
  7. Enter the Start Date and End Date of the Project
  8. Enter the Address of the Project
  9. 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
  10. Enter essential contact Numbers - Hospital, Civil Defense, Power, and Fault Phone under Team and H&S information
  11. Add Site Checklist Items 
  12. Choose the Project Manager's Name if required
  13. Choose the Supervisor's Name if required
  14. Choose the Safety Manager's Name if required
  15. Choose the Trainer First Aider
  16. Add the Work Permits available
  17. 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
  18. Assign Staff to Project to access 
  19. 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 
  20. 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"
  21. Work Activities are automatically loaded here but you can add more activities or Edit the Activity Name, Add the Description
  22. Add the Quantity, Rate, choose a Unit and the Total will be calculated automatically
  23. Under the Project Files section, you can upload any file which is related to Project like the Project plan or Site Plan etc.
  24. Submit to save the Project

    • Related Articles

    • How to Edit a Quoted Project

      Follow the steps below to Edit a Quoted Project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Move the cursor on the Project Name Richt Click on it and click on Edit Click on Update to save the changes ...

    • How to Change project type to Charge up Project

      Follow the steps below to Change the Quoted type of Project to Charge up Project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Project Name which will open an Overview page of the Project ...

    • How to Create Project Site

      Follow the steps below to Create a Project Site A project site is a physical location where the project work is being carried out. It is the place where the project team, plants, and materials are located and where the project activities are ...

    • How to add Project Tasks

    • How to Manage Project Task

      Follow the steps below to Manage Project Task Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Task button to create tasks for the project Under Job Task, you can add the tasks list for tracking ...