Creating a Quotation from a Cost Sheet and Tracking Its Quotations
You can create a construction quotation directly from the Cost Sheet page with its data ready, track all quotations linked to it from a dedicated tab, and see their operations in the cost sheet’s activity log.
Contents
Creating a quotation from a cost sheet
- From the main menu, choose Construction, then Cost Sheets, and open the cost sheet.
- Click Create Construction Quotation in the action bar.
- The quotation form opens with its data filled in from the cost sheet. Review and edit it if needed, then save.
Note: The Create Construction Quotation button doesn’t appear for a cost sheet with the Contracted or Rejected status, and it requires permission to add quotations.
Fields filled automatically
| Field | Source |
|---|---|
| Cost sheet | The cost sheet you created the quotation from. |
| Project or bid | The project or bid linked to the cost sheet. |
| Client | The client of the project or bid, or the cost sheet’s client if it isn’t linked to either. |
| Duration and dates | The cost sheet’s duration and start and end dates. |
| Taxes and currency | The cost sheet’s taxes and currency. |
| Bill of Quantities | The cost sheet’s items. |
Construction Quotations tab
The Construction Quotations (count) tab appears between Details and Activity Log if the cost sheet has at least one quotation and you have permission to view quotations. It shows the following columns:
| Column | What it shows |
|---|---|
| Construction Quotation No. | The quotation number. |
| Client | The client’s image, name, and number. |
| Price | The quotation total. |
| Created By | The employee’s image, name, number, and the creation date. |
| Status | Issued, Approved, Contracted, or Rejected. |
Click any row to open the quotation, or use the row’s actions menu: View, Edit, Clone, or Delete.
Activity log
Operations on quotations linked to the cost sheet, such as creating, editing, and changing the status, also appear in the cost sheet’s Activity Log tab.
Approving the cost sheet and the quotation
| Operation | What happens |
|---|---|
| Approving a cost sheet that has no quotation | A new quotation is created with the Issued status, and the confirmation message says so. |
| Approving a cost sheet that has a quotation | The latest quotation linked to it (unless rejected) is updated with the cost sheet changes, and the confirmation message mentions its number. |
| Approving a quotation linked to a cost sheet | The cost sheet is updated with the quotation’s Bill of Quantities, duration, dates, and taxes. |
FAQs
Why doesn’t the Construction Quotations tab appear?
Because no quotation is linked to the cost sheet yet, or because you don’t have permission to view quotations.
Can I create more than one quotation from the same cost sheet?
Yes, as long as the cost sheet isn’t Contracted or Rejected. All quotations appear in the tab.