Item Schedule

Under Planning in the menu.

The items counted from the marked-up drawings: review each line, add or remove any, then send the schedule out for quotes. With the Survey module this is the Item Schedule stage of Survey & Markup.

Methodology: The survey's markup counts what was drawn into these item schedules — five double sockets in the kitchen, twelve metres of cable run. This is the active working stage where each line is reviewed, commented on, and given a product, supplier and price before the whole lot goes out for quotes. Re-sending from the survey updates the counts without losing the products and prices already chosen.

Steps:

  1. Work down the schedule line by line: confirm the quantity, pick or record a product and supplier, and enter the price each.
  2. Use comments for anything a supplier needs to know about a line, and Add an item for anything the drawing missed.
  3. Go to Issue for Quotes and press Request quotes or comments when it is ready.
  4. When supplier prices come back they reconcile against quantity × price each, so discrepancies show up rather than slipping through.