Creating Cost Sheet from Project File

 

You can create a cost sheet for a construction project directly from the project page. The project, client, budget, duration, dates, and Bill of Quantities are filled automatically. This guide also explains choosing the quotation on the cost sheet, and what happens when you approve it.

Before you begin

• Enable the Construction app from Settings → Apps Manager.
• Make sure you have the Add Cost Sheets permission.

Opening the cost sheet form from the project

1. From the main menu, select Construction, then Projects, and open the project.
2. Click Add at the top of the project page, and choose Cost Sheet. If the project has no cost sheet and no contract, you can also click Add Cost Sheet in the Project Status section.
3. The cost sheet form opens with its data filled from the project. Complete the remaining data, then save.

Data filled automatically

Field	Source
Project	The project you opened the form from. It can’t be changed.
Client	The project’s client. It can’t be changed.
Budget	The project’s budget, if any.
Duration and dates	The project’s duration in the project’s duration unit, or in months if none is set; the start date; and the end date from the project’s delivery date.
Bill of Quantities	The items of the bid linked to the project, if the project was created from a bid.

Choosing the quotation

• The Construction Quotation field is a dropdown without search that lists the quotations of the same project. On a cost sheet linked to a bid, it lists the bid’s quotations. On an unlinked cost sheet, it lists the quotations that aren’t linked to a project or a bid.
• The list doesn’t show quotations with the Contracted status, or quotations linked to another cost sheet.
• If no suitable quotation exists, a message such as No quotation found on the project appears.

Approving the cost sheet

When you click Approve on a cost sheet with the Issued status, a confirmation message appears with a line that explains the approval’s effect on the quotation:

Case	Extra line in the confirmation message
The cost sheet has no quotation	By Approving Cost Sheet #number, a Quotation will be created for cost sheet #number.
The cost sheet has a quotation	By Approving Cost Sheet #number, Quotation #number will be updated.

FAQs

Why doesn’t the quotation appear in the dropdown?

Because the list shows only the quotations of the same project or bid, and doesn’t show quotations with the Contracted status or quotations linked to another cost sheet.

Can I change the quotation after contracting?

No. The quotation field becomes read-only on a cost sheet with the Contracted status.