Skip to content

Add a scope to the cost sheet

Add a scope, give it cost codes and a description, and price its rows.

On a computer · 5 steps · Updated

Video transcript
  1. 0:00From an empty cost sheet to priced scopes, using your own templates.
  2. 0:07Job 2025, Elwood Esplanade Apartments. Its estimate starts empty.
  3. 0:14Click the scope's name and call it Facade, Mondoclad.
  4. 0:19Click its quantity and type six hundred and forty square metres.
  5. 0:24The pencil opens the scope's details. Click Choose template.
  6. 0:30Your template library opens. Pick Mondoclad, then Use.
  7. 0:36It shows what comes in, cost code by cost code. Load rows.
  8. 0:42Every rate and formula is in. Each little f follows the scope's quantity.
  9. 0:47Under Description, the clipboard opens your description templates.
  10. 0:52Pick Mondoclad. The wording drops in, just as the quotation prints it.
  11. 0:58Fold the facade away with its arrow, then click plus Add for the next scope.
  12. 1:09Name it Entry canopy, thirty-six square metres.
  13. 1:17Open its details, choose template, and pick Vitradual.
  14. 1:23Use it, and load its rows, the same as before.
  15. 1:29Or type the description yourself. One line for each bullet.
  16. 1:38Two scopes, priced. The job's totals sit along the bottom.

Steps

  1. Step 1: Open a job, then go to Estimate. The Cost Sheet tab opens.

    Screenshot: Open a job, then go to Estimate. The Cost Sheet tab opens.

  2. Step 2: Click Add at the top right. A new scope is added, named Scope 1, Scope 2 and so on.

    Screenshot: Click Add at the top right. A new scope is added, named Scope 1, Scope 2 and so on.

  3. Step 3: Click the pencil beside the scope's name to open its details — name, description, template, measurements and cost codes.

    Screenshot: Click the pencil beside the scope's name to open its details — name, description, template, measurements and cost codes.

  4. Step 4: Click + beside the scope's name to add cost codes to it. Search, and tick as many as you need.

    Screenshot: Click + beside the scope's name to add cost codes to it. Search, and tick as many as you need.

  5. Step 5: Fill in the quantities and rates on its rows. Every change saves by itself — there is no Save button.

    Screenshot: Fill in the quantities and rates on its rows. Every change saves by itself — there is no Save button.

Good to know

Note — The proposal shows each scope's description — write it in the scope's details (the pencil beside its name).
Tip — Undo in the header takes back the last change, one step at a time.
Still stuck?Message usand a person will answer.