Bill Project Guide

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<     >  Getting Started Open a Demo Project Window Layout Levels Embedded Spreadsheets Shortcut Keys Prepare a Bill of Quantities Set View to Bill Insert New Blank Items Insert Items from a Master File Copy Items Copy Sections, Schedules or Contracts Add Summary Extra Items (eg VAT) Edit All Details Set Fonts and Descriptions Set Heading and Footer Print a Bill Project Planning Cost Estimates Timeline Charts Cashflow S-curves Prepare and Publish a Tender Set View to Tender Print a Tender Publish a Tender File • Email an Excel Tender File • Email a Bill Project Tender File • Publish a Bill Project Tender File Estimating Using the Rate Estimator Evaluate Tenders Set View to Rates Add a Tender Edit a Tender's Rates Import Rates Capture Rates with Multiple Users Set a Base Rate Award a Tender Works Certificates Set View to Works Add a New Certificate Edit Certificate Quantities Monthly Claims • Email an Excel Claim File • Email a Bill Project Claim File • Publish a Bill Project Claim File Import Quantities from a Claim File Print a Works Certificate Payment Certificates Contract Details CPA Formulae Monthly Procedure • Edit Certificate Summary Data • Edit Certificate Schedule Data • Print the Certificate Example CPA Example Invoice Example Full Payment Certificate Project Progress Projected Final Cost Planned vs Actual Timelines Planned vs Actual Cashflow

Getting Started   This guide will help you prepare a new bill of quantities, estimate rates, prepare & publish a tender, evaluate tender rates, award the tender and prepare payment certificates. It will also help you plan a project timeline and cashflow and manage project progress. The Getting Started topics will help you open a demo project and explain the program interface and terminology. In this guide a ribbon menu button is referenced as menu > menu button, eg Items > Add. If it appears on more than one menu it is referenced as menu1 | menu2 > menu button.