Note: This report can only be run when in the Estimating Module and cannot be amended.
📌Note: If the Price Type is set to Nett + IA Included or Gross Included, a warning message will appear, explaining that Included does not work with adjustments.
As Nett doesn't do anything with adjustments, it does not matter whether it is Included or not.
The report will export all the details from your project and split it down into the following tabs:
Front Sheet (Optional - and can be amended)
Adjudication Summary
Lump Sum Adjustment Totals (Manual input)
Tender Adjudication Notes (Manual input)
Project Details
Job Statistics
ConQuest Bill Summary
Labour
Plant
Materials
Comparisons Summary
Subcontractor
L/O Subcontractor
Quoted Material
Prelims
PC Sums
Provisional Sums
Dayworks
Materials Analysis
Pre-Tendered Adjustments Summary
Job Notes
Bill Items (Optional)
To run the Tender Adjudication Sheet:
Open the Project and click the Estimating Module
Click Input/Output, Estimating, Excel, select Tender Adjudication Sheet
Select Front Sheet (optional, if you have one created), select a location to save the file, tick to include Bill Items (optional)
Select OK and then choose one of the following options: OK, View in Folder or View in Excel.
Front Sheet: This optional sheet allows a customer to put their name on the TAS. It is designed to allow Macros, so that key pieces of information, such as the Tender total can be displayed on the front sheet. To have a front sheet generated please raise a new case online and reference the title of this article.
Adjudication Summary: Contains a reference to each of the Resource Totals calculated in the later Resource Tabs, along with any Global/Item Adjustments (referenced from the ConQuest Bill Summary), Pre-Tender Adjustments (from the Pre-Tender Adjustments Summary) and a rounding adjustment calculated from the difference between the Bill Summary totals and the Resource totals.
Lump Sum Adjustment Totals: This is a manually populated tab, allowing the user to add any additions or omissions necessary. The totals are then passed on to the Adjudication Summary tab.
Adjudication Notes: Another manually populated tab, this allows the user to record any additional information, notes or comments regarding this tender.
Project Details: This tab contains all the Project and Client information attributed to this project in the Projects Register. It is identical to a single project Project Register Excel Export.
Job Statistics: This contents of this tab is a copy of the Job Statistics Analysis.
ConQuest Bill Summary: This tab details the Resource Totals for each Bill and Section in the job. This is calculated on a buildup by buildup basis, thus they will not the same values as found in the Resource tabs. The Bill and section totals should match those found in the Job Totals Analysis.
Resource: The Labour, Plant, Materials, Subcon, LO Subbies, Quoted Materials, Prelims, PC Sums, Provisional Sums and Dayworks tabs all follow the same structure. Each job resource has a row in the appropriate tab. The Rate for that resource, as well as the total Quantity is written to the tab, producing the total cost for that resource.
The totals in these tabs should match the totals in the Job Resource Totals Analysis.
📌Note: At time of writing, Global and Item Adjustments are not folded into these values when Price Type is set to Included. This is a bug.
Due to this tab using the cumulative quantity for each resource, the cost is only rounded at the end. This is at odds with how the Bill Summary tab and Q-Series calculates the total, which rounds the resource cost for each bill item. Rounding values at different points in this way causes the rounding error.
Comparisons Summary: Each Trade that has an associated Comparison will have an entry, detailing each of the subcontractors considered for the trade. The Totals for each subcontractor are listed, as well as the selected Subby, if any.
Materials Analysis: This tab is identical to the Job Materials Report, with all options enabled.
Pre-Tendered Adjustments Summary: This tab details the Pre-Tendered Adjustments applied from the Adjustments menu in the Print Bill Report.
Job Notes: This tab lists the notes associated with each item in the job.
Bill Items: This optional tab is identical to the Estimating View In Excel export and will be vary depending on price type selected.