Quotify worksheets

Project pack and scope register

Hypothetical extension information register. Open items remain visible; the example is not a complete tender pack or a guarantee that the source information is sufficient.

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P01: Illustrative proposed plan

Reference
P01
Document or project information
Illustrative proposed plan
Revision or date
A03
Scope package
Extension structure
Information basis
Drawing
What is known
Layout and widened opening shown
Missing decision
Final steel connections
Owner
Estimator
Pricing treatment
Clarification and stated structural basis
Review status
Open

P02: Illustrative finishes schedule

Reference
P02
Document or project information
Illustrative finishes schedule
Revision or date
F02
Scope package
Floor finishes
Information basis
Specification and supplied quantity
What is known
LVT type and 30 m2 supplied
Missing decision
Confirm substrate and waste basis
Owner
Estimator
Pricing treatment
Price LVT family; review preparation
Review status
Review required

P03: Illustrative site note

Reference
P03
Document or project information
Illustrative site note
Revision or date
Site review
Scope package
Logistics
Information basis
User-supplied site condition
What is known
Restricted side access
Missing decision
Delivery and waste route
Owner
Contracts lead
Pricing treatment
Allow handling time after review
Review status
Open

P04: Illustrative window schedule

Reference
P04
Document or project information
Illustrative window schedule
Revision or date
W01
Scope package
Glazing
Information basis
Schedule
What is known
Frame material and opening sizes
Missing decision
Final ironmongery and lead time
Owner
Estimator
Pricing treatment
Obtain defined supplier return
Review status
Open

Use it on your project

  1. List the current drawings, specifications, schedules, surveys, notes and clarifications separately.
  2. Record each source revision. Retain earlier information when explaining a change, rather than silently replacing the pricing basis.
  3. Add facts the drawings cannot show: access, waste routes, occupied areas, working hours, protection and who supplies key items.
  4. Give every material gap an owner and treatment. Use supplied information, a stated assumption or a clarification instead of implying everything has been measured.

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