Project coordinator tasks
Pages
  1. My account, projects and reports
  2. Enquiries and customers
  3. Project and quoting measure
  4. Quote and record the outcome
  5. Fabrication measure for approval
  6. Variations
  7. Price library
  8. Create work orders
  9. Schedule and close install visits
  10. Warranty tickets
  11. Subcontract package
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Fabrication measure for approval

New fabrication measure · Submit for approval · Move to Approved

  • The original quote is Won
  • The Project is Measuring
Project coordinator

Draft the measure

Project coordinator

Draft the measure

1Step 1 of 2

  1. On the Project press “New fabrication measure”
  2. Add the measured items with their Scope keys
  3. Read the “Quoting and fabrication comparison”, then press “Save draft”

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Project coordinator · Fabrication measure for approval01

Submit for approval

Project coordinator

Submit for approval

2Step 2 of 2

  1. Link each variation line to its “Quote line”
  2. Press “Submit for approval”, then “Submit”

The values are frozen at Pending. A returned sheet shows in “Measure notices” with the Director’s reason.

Open illustrated screen ↗Full image ↗

Check

The Director decides the revision; after approval you move the Project to Approved.

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