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Add a new area to your Cost Plan / Schedule

Sometimes you may have missed an area when going through the cost plan wizard.

To add a new area to the project, you can do this two ways:

1. Add a new area, with pre populated costs and tasks

2. Add a new area with a blank template, no tasks or costs for this area or shell.

View the below video to understand how to do this.

Video Tutorial – Apply your own rates to your own schedule

  • If you would like to apply your own material and labour rates to your own schedule, you can do this by using our quoters account.
  • To be setup with a quoters account, please reach out to us via the chatbot on the bottom right or via contact@buildpartner.com to create an account for you.
  • Or you can invite yourself as a builder via the Invite builder button found on the Quote Page.

Request a new task

 

When adding new tasks to your schedule, sometimes you won’t be able to find what you’re looking for.

  • First if you are unable to find a task, try either “Hiding all” substages and searching for the task. 
  • Or, Click the “Add task” button above and search for your task there.

If you are still unable to find your task, it is easy to request a task by doing the following:

  • Using the Substage button, click “Display All” substages

  • Navigate to the substage you would like to add the task too.
  • Type in the task you would like to add
  • Click the “+Add task” button below the dropdown menu

  • This will add an entry into your schedule, where our Admins will then populate the market rate for.
  • The time period for this is normally less than 1 day.
  • If you are still waiting for a long period of time, or can’t wait 1 day, reach out to us via the chatbot to the right and we will action it ASAP.

Add a new task

 

When creating a schedule there will be a large number of tasks that you might need to add.

There are two ways you can add a task, either by using the dropdown method on the schedule page, or using the “Add new task” button.

 

Using the “Add task” button

  • Navigate to the Schedules Page
  • Click the “Add Task” button
  • Search for the relevant task you would like to add in the pop up box.
  • Click on the task you would like to add
  • Edit the quantities, specification, area or whether the task is Builder supplied in the following window

  • Either search for other tasks you would like to add, or click “Add task” to add it to the schedule.

Using the dropdown method on the schedule page

  • Navigate to the Stage/Area you want to add your new task
  • If you are displaying “Substages” (green square in image below)
  • Click the dropdown and search for your relevant task you would like to Add.
  • Note that you will be only able to find Tasks within that substage.
  • If you are unable to find the Task you are looking for try “Hiding All” Substages, by navigating to the substage button (Green square, image above) and then “Hide”.
  • This will Hide all substages, and then you can search all tasks within that particular stage. 

  • Once adding the task it will add the task to the relevant substage.

 

Show Variations

 

After submitting a Quote, it is quite common to receive an updated schedule, as the architect or client would like to include additional addons or variations.

In order to see what these variations are:

  • Navigate to the project / quotes page that you submitted the quote from
  • Click the “Show variations” icon to display variations from the original submitted quote. Red square below
  • After clicking the “Show Variations” button you will be presented with highlighted changes from the original quotation.

Display or hide substages

Substages are an important part of building out your schedule as a Stage section within a project can be quite large with numerous amounts of tasks within it.

Utilising substages allows you to tick off and check each box, so that no task or substage is missed from your schedule of works.

In order to use substages:

  • Navigate to the schedules page
  • The default view of the schedule page is to show “Used Substages”
  • You can choose to “Show All” or “Hide All” substages by clicking this button here.

How to compare submitted quotes

 

Comparing quotes is a key feature of Buildpartner’s software, and will help you choose the correct builder or benchmark you would like to proceed with.

 

In order to do this:

  • Navigate to the quotes section of your project. Found on the Red Square below.
  • Here you can see a list of benchmarks and builders that have submitted or are currently submitting quotes.
  • Benchmarks relate to the tiers of builders, for example High benchmark would relate to a larger scale builder with higher fees associated with, while lower benchmark would generally refer to a sole trader with lower overhead. 
  • To compare and get a detailed breakdown of differences between quotes click on “Compare Quotes” found in the Orange square in the image above.

 

  • On the Compare Quotes page you can compare different quotes across different stages.

  • Use the Filter dropdown on the right to customise which Quotes you would like to compare.
  • Click on the Stages/Areas in the Blue square, to expand that particular area and compare task by task differences.
  • Use the view filter (Green square), to change whether you want to view the Quote comparison page via Stages or Area.

Entering Fixed Costs

When building out a schedule it is common to enter fixed costs for particular stages of a project. For example, a fixed quotation fee for timber framing structure, or a kitchen island bench.

 

To do so and to ensure there is no double counting of costs do the following:

 

For this example we are entering a fixed timber framing cost

  • Navigate to the schedule page
  • Navigate to the stage/substage you want to add the fixed quotation fee to
  • Search for “quotation”
  • Add the Timber frame quotation task
  • Click edit on the Timbr frame quotation task
  • Uncheck “Builder Supplied” (Red square below) and enter the fixed quotation cost (Blue square below)
  • Click “Save and Exit”
  • Delete any other task within the “External Wall structure” stage that is covered by this Timber frame quotation fixed cost, by clicking the trash icon.

Adding Terms and Conditions to PDF extract

  • You can add your Terms and Conditions to the PDF extract of the Cost plan.
  • To do so navigate towards the settings page:
  • Scroll down the page and enter your Terms and Conditions
  • Click Save
  • Click on PDF download
  • Your Terms and Conditions will now appear at the bottom of your extract

Video Tutorial – Inviting a builder to quote

In this video tutorial we walkthrough how to invite a builder to quote on a project.