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.
| 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. |
| 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 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. |
| Show Terms & Conditions | Enabling this option will display the Terms & Conditions for the project, as entered in the Project Properties – Terms & Conditions window. |
| Display Unit Total | The Display Unit Total field allows you to select a resource unit (such as mhr or m2) to be applied as an additional summation column.
Only one Unit Total column can be added to the report at a time. |
| Report Title | The Report Title formatting option allows for the customisation of the report name.
If left blank, the report name will revert to its default. |
| Report Number | Allows you to assign a user defined number to the report.
This number will be displayed under the Project Name. |
| Replace Zero Value | With these options checked, any value within the report that equates to zero is replaced with a user-defined character set in the Options – Reports window. |
| Include Schedule Item Page Breaks | When this option is checked, the Page Breaks defined on the Direct Cost Schedule are added and displayed on the report.
Page Breaks will appear before the Direct Cost Schedule items to which they are allocated. |
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. |