{"id":147791,"date":"2026-09-27T12:41:58","date_gmt":"2026-09-27T12:41:58","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=147791"},"modified":"2026-10-13T07:59:59","modified_gmt":"2026-10-13T07:59:59","slug":"guide-to-setting-up-a-cost-sheet-and-pricing-work-items","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-setting-up-a-cost-sheet-and-pricing-work-items\/","title":{"rendered":"Guide to Setting Up a Cost Sheet and Pricing Work Items"},"content":{"rendered":"

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The system allows you to create a cost sheet directly without necessarily linking it to a bid or project, to enter data quickly, in addition to updating the unit cost for work items added to the sheet with a single click. In this article, we explain the steps to set up the cost sheet, and how to price its work items.<\/p>\n

[\/vc_column_text][vc_custom_heading text=”Steps to Setting Up a Cost Sheet and Pricing Work Items” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1790514921576{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”First: Accessing the Add Cost Sheet Screen” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8″ use_theme_fonts=”yes”][vc_column_text]<\/p>\n

Step 1: Open the Cost Sheet Creation Screen<\/strong><\/p>\n

From the sidebar menu, click on “Construction,” then go to “Cost Sheets,” and click the “Create Cost Sheet” button.<\/p>\n

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Step 2: Linking the Cost Sheet (Optional)<\/strong><\/p>\n

From the “Link Cost Sheet To” fields, first select the entity type (bid or project), then select the entity itself. Bids that have already been converted to a project don’t appear in the list, nor do projects with “Closed” or “Canceled” status. If the branches app is enabled, only records from the same branch appear.<\/p>\n

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Step 3: Selecting the Client<\/strong><\/p>\n

Select the client (required) from the list of “Active” clients defined in the system, or click the “New Client” button next to the list to add a client directly without leaving the screen.<\/p>\n

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Step 4: Reviewing the Budget and Selecting a Quotation<\/strong><\/p>\n

The “Budget” field is read-only, defaulting to zero if you selected a bid, or to the budget specified on the project if you selected a project. You can also select a “Quotation” (optional) from the list, which displays only construction quotations not linked to any other cost sheet.<\/p>\n

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Note \u2014 The Relationship Between the Link, Client, and Construction Quotation Fields<\/strong><\/p>\n