Be able to edit the original tender sum or build up, even when the tender has been accepted and it is on project hub.

Released

Estimating
SF

Stuart Friend

3 years ago

IMO it would be useful sometimes to be able to edit the original tender sum or build up, even when the tender has been accepted and it is on project hub.

Reason for that, is that on our last 3 jobs, the Contract Sum hasn’t been quite agreed with our clients 100% before we needed to start ordering materials for lead in times on the materials. Our clients sometimes only agree the contract sum after we have physically started on site, we work to letters of intent. Therefore we have had to have a little guesswork to get to a CSA figure to tender and accept onto Chalkstring, just so we are using the software from day 1 on site.

Another way of doing this, could be to maybe allow ordering of materials outside of the project hub if needed? In the offsite section of Chalkstring?

Activity

SF

Stuart Friend changed the status to In Progress

2 years ago

SF

Stuart Friend

2 years ago

In order to enable this type of change, and other similar types of requests - see items 8 & 11 of the FR Bundle release notes. Users can now change the status of products between contract and variation at any point, meaning they can edit original tender sums once projects are on site by changing the extent of the contract scope.

They can also exclude some products from their applications - internal only products.

SF

Stuart Friend changed the status to Completed Development

2 years ago

SF

Stuart Friend changed the status to Released

2 years ago


Powered by Convas