Quotes and Schedules

CREATE THE SCHEDULE FILE FOR IMPORTING

We have a Prospective Client that requires us to price a schedule. The schedule can often be given to us in an Excel spreadsheet. Included will be the Quantity to price. Eg 1000 M3 or LS etc
Maintain this spreadsheet into the format the Workbench requires, or create a spreadsheet with the required information.

The Excel spreadsheet needs 14 Columns to bring in the data required.

Item Code	Item Description	Unit	Activity Code	Work Centre	Cost Sheet Code	Cost Sheet Description	Header	Cost Rate	Sell Rate	No Of Units	Unit Length	Quantity	Line Type
1	Establishment	LS			050	Preliminary and General						1	S
2	Permits and Fees	LS			050	Preliminary and General						1	S
3	Insurance	LS			050	Preliminary and General						1	S
4	Maintenance	LS			050	Preliminary and General						1	S
5	Setting out of Works by Planscaps Ltd.	PS			050	Preliminary and General						1	S
101	Install and Maintain all Temporary and Interim silt/erosion control measures within Earthworks areas.	LS			100	Earthworks						1	S
102	To strip topsoil to temporary stockpile	m3			100	Earthworks						1850	S
103	To strip topsoil to waste off site	m3			100	Earthworks						500	S
104	To cut unsuitable material to waste off site	m3			100	Earthworks						1000	S
105	To cut the fill of unsuitable material on site. Includes realigned creeks, sections, road and right of way.	m3			100	Earthworks						2000	S
106	Structural filling (place and compact to NZS 4431				100	Earthworks	Yes					0	S
106 1	a) To cut to fill on road line, rights of way and section areas	m3			100	Earthworks	106					500	S
200	Allow to construct standard kerb and channelling and concrete nib to road and rights of way				200	Kerb & Channel	Yes					0	S
200 1	Rate to include supply and construction of all materials, preparation of the base with 50mm compacted AP20 basecourse, installation of brass plaques and kerb cut downs.				200	Kerb & channel	200					0	S
201	Standard kerb and channel				200	Kerb & Channel	Yes					0	S
201.1	a) Marsden Valley Road	m			200	Kerb & Channel	201					206	S
201.2	b) Culdesac & ROW	m			200	Kerb & Channel	201					207	S
202	150 x 225 Concrete Nib	m			200	Kerb & Channel						194	S
211	Basecourse - Culdesac & ROW A				210	Road and Pavement	Yes					0	S
211.1	a) Allow to supply, place and compact AP40 basecourse to carriageway and to test preseal surface with benkleman beam	m3			210	Road Pavement	211					148	S
211.2	b) Allow to supply, place and compact AP65 basecourse to carriageway	m3			210	Road Pavement	211					160	S

Item Code
This is the ID in the schedule.
Make the Item Code unique. If not it will be OK in the quote but when imported into the Schedule the import will fail where the Item Code (Output Code) is not unique for that Schedule.

Item Description
Where this is longer than 50 characters it will utilise the Long Description field automatically and truncate 50 characters into the short Description

Unit
Self explanatory - 10 character max

Activity Code & Work Centre.
Can be null. They are not utilised at the quote schedule stage. Look at the note in the Setup section for the Work Centre defaults. Where they are Null it utilises the Control Parameter 'Quote Default Activity Code' for the Work Centre.

Cost Sheet Code & Description.
Every line needs to be populated with a code and description related to the schedule groupings. It will automatically create the cost sheets for each of these groupings.

Header Line Code.
This will need a discrete Item Code and 'Yes' in this field where the Line is a Header only. Where there are associated lines to this Header then the Header Lines Item Code is entered in their respective Header Line Code field. Note that this will later create a Header record in the Schedule and Claim.

Cost Rate
Will normally be null as you will cost it all up once the schedule lines have been imported into the quote.

Sell Rate
If you have already submitted the quote to the client then enter the Sell Rate. Otherwise Null.

No. of Units & Unit Length.
Notational fields only.

Quantity
Enter the quantity for that schedule line or 0 for a header line.

Line Type
Always S for Schedule.

Note: Much of the detail entered here, will be imported into the Workbench Contract Schedule for the generation of the claim. This will form the basis of the claim reporting to the client.

Save the Excel spreadsheet as a TXT file.