Submission Schedule Report

The Submission Schedule report provides a formal submission document that is presentable to the client. It provides a breakdown of the work to be performed, listing out the Direct Cost items important to the client, along with their corresponding Sell Rates and Totals attributed to a project’s Spread Calculation.

REPORT

In its default column layout, the Submission Schedule report displays the following information:

Item Number
Description
Unit
Quantity
Unit Rate (Sell Rate)
Amount (Sell Total)

FORMATTING OPTIONS

You can change the format of the data by clicking the Change >> button, in the bottom left-hand corner in the Options section of the report.

Submission Schedule Report - formatting options

FORMATTING OPTION	DESCRIPTION
Show Base Resource Type Sell Values	Checking this option will transition the report layout from portrait to landscape, with additional columns added displaying the Sell Values of the Resource Types (Labour, Material, Plant, Subcontractor and Other) for each item.
Show Signature Lines	This allows signature lines to be added to the end of the report. The signature lines provide a space for the party tendering to write their name, signature and the date signed. Checking this option will enable the checkbox for Show Witness Lines option.
Show Witness Lines	This option will add witness signature lines to the end of the report. These lines provide space to write the witness’ name, signature and the date signed. Note: This option requires the Show Signature Lines option to be enabled.
Show Terms & Conditions	Enabling this option will display the Terms & Conditions for the project, as entered in the Project Properties – Terms & Conditions window.
Hide '(Provisional)' suffix from Provisional Sum Items	When this option is checked, any Provisional Sum items will have the (Provisional) suffix removed from the description.
Show %CV per Item as a column	When this option is checked, it will show what percentage that item is making up of the contract value.
Show Sell Totals Including/ Excluding Tax	When set to “including Tax”, the Sell Rates and Totals will have the Tax percentage included in their value. If set to “excluding Tax”, the Sell Rates and Totals will be shown without the Tax percentage applied.
Show Project Total	When checked, a summary line displaying the Project Total as well as the totals for the Base Resource Types and Units displayed as columns will be shown at the bottom of the report. Disabling this option will remove this summary line from the report, and all associated totals.
Show Tax total	When checked, additional lines are added to the end of the report showing the total Sales Tax for the Project and the Project Total Including Sales Tax. Enabling this option will disable the “Excludes Sales Tax” option.
Shows “Excludes Sales Tax” statement	When this option is checked, the text “Sales Tax has not been included in this tender” will be added to the bottom of the Submission Schedule below the project total. Enabling this option will disable the Show Sales Tax totals option.
Units to display as columns	This allows you to select which Unit summation columns should be displayed as columns on the right-hand side of the report. These columns will summarise the resource units consumed against each Cost Schedule line shown. Genesis and Express editions only.
Carbon Factors to display as columns	This allows you to select which Carbon Factors will display as columns on the right-hand side of the report. These columns will summarise the Carbon units consumed against each Cost Schedule line shown for the selected factor. Genesis and Express editions only.
User Defined Columns	This allows you to select User Defined columns to display on the report.

Note: General Report Options are available as standard for this report.

ITEMS SECTION

The Items section allows you to specify which items will be displayed within the report. This is broken up into two sections the Options and the Grid Section.

The Options section will allow you to easily include / exclude any Heading or Provisional items from the report, the Grid Section contains checkboxes allowing you to include or exclude individual items from the report.

FORMATTING OPTION	DESCRIPTION
Include Text and Heading Items	When this option is checked, text items and heading items that appear within the Items selection section are checked and will be included in the report.
Include Provisional Items	When this option is checked, provisional items that appear within the Items selection section are checked and will be included in the report.