Creating a new Project 

How to create a new Project in Builda Price.

• Create a project
• Import unlinked estimates from Pricing
• Import materials - your merchant take-off
• Import template - your own take-off
• Financials 
• Generating tasks from a Estimate
• Creating tasks 
• Re-order your Project List

Create a Project

•  Select Projects at the top of your page 

• Select New Project in the top right hand corner

• Populate the details 
  • Name 
  • Project Reference 
  • Address 
  • Start date
  • Description 
  • (Option: Open Project after creation) 
• Select Create Project 

• To start working on your new Project, select it from your Project list

Creating an Estimate

• Select Estimates on the left hand side

• Select + Create new Estimate 

• Enter the details from your Estimate 
  • Name 
  • Merchant
  • (Option: Open estimate after creation) 
• Select Create Estimate 

Import unlinked estimates from Pricing 

The estimates available were created in the Pricing module and are not yet linked with any projects.
Select the applicable estimates for the project from the dropdown list. Importing these estimates will link them with the selected Project.

• Click Import unlinked estimates from Pricing

• In the dropdown box select the estimate you would like to link to your project
  • You are able to select multiple estimates to import

• Click Import selected estimates 

• Your newly imported estimate/s will be listed

• Select the three dots under the heading Actions. This will bring up 5 actions you can preform.
  • Edit - This will allow you to edit your Estimate Name, Address, Status of your Estimate and Delete it.
  • Duplicate - This will duplicate your Estimate/make another copy.
  • Import Template -  This is where you will import your own take-off templates 
  • Import Materials - This is where you will import your take-off from your Merchant 
  • Generate tasks - Once you have imported your own take-off or your Merchants take-off, by selecting this option all the subheadings in your Project will become tasks that you and your workers can time-sheet against 

• Select Import Materials to import your Merchant take-off  
• Select Import Template to import your Own take-off

Import materials - Merchant take-off 

• Select the drop down box  
  • A take-off completed by Quantifier or ITM will appear in the drop down list
  • Click Upload new file to upload a take-off from Bunnings, PlaceMakers, Mire10
• Click Import Materials 

• Now when you select your Project you can continue to price your Estimate and adding in any
  
  • Misc Templates
  • Subcontractor Quotes
  • Sums
  • Overhead Templates
• Once you have completed pricing your Estimate and have added the applicable templates you can move to the Export page and finish the presentation of your Estimate for tender. 
  
  • Add your company Logo 
  • Write your Introduction Quote 
  • Select how much detail you want to be shown in your Estimate 
  • Choose to show your Markup/Margin or Pro rata it through your estimate
  • Add any additional notes/footer notes 
  • Download as PFD

Import template - Your own take-off

• Select Import template 

• In the drop down box select the templates you would like to import into your Estimate. You can select multiple 
  • Select import

• Now when you select your Project you can continue to price your Estimate and adding in any
  
  • Misc Templates
  • Subcontractor Quotes
  • Sums
  • Overhead Templates
• Once you have completed pricing your Estimate and have added any applicable templates you can move to the Export page and finish the presentation of your Estimate for tender. 
  
  • Add your company Logo 
  • Write your Introduction Quote 
  • Select how much detail you want to be shown in your Estimate 
  • Choose to show your Markup/Margin or Pro rata your Markup/Margin
  • Add any additional notes/footer notes 
  • Download as PFD

Financials -Versions 

• When you make changes to your Estimates financials you will be able to create a new version of your Budget and Quote.
• Select the Project heading 

• Select Financials 

• If changes have been made to your Estimates financials you will see this blue box stating how many changes have been made to your Budget and Quote and asking if you would like to create a version. 

• By selecting Create a version you will see what changes have been made and create the new version

• You will see your new Budget version 

• Follow the same steps to create new Quote versions.

Generating Tasks from your Estimate  

• On your Estimates page, select Generate Tasks. This will push all your subheadings in your Estimate to the tasks page to be able to timesheet against.

 

Creating Tasks 

• You are able to manually create tasks and this can be done at any point, before creating an estimate or after. 
• To create tasks, select Tasks 

• Enter the name of the task in the text box and click Add task

• You can continue to add tasks by clicking + Add tasks, typing the task name and clicking Add

• By clicking the + next to a task you are able to create subtasks. 

• Tasks are able to have any many levels of sub tasks as you would like

Re-order your Project List 

Once you have built up a Project list you are able to simply Drag and Drop the Projects in an order that suits your business.