Pricing Details
Pricing details include the file itself along with all line items and costs tied to the change. This is the first section you’ll want to fill out once you’ve created your pricing document. Let's get started!
Add Pricing Details
Step 1: Open a quote and scroll down to the Pricing Details section. Attach your pricing file — by dragging and dropping or browsing for a file
Step 2: Now add your pricing line items to include as much or as little detail as you’d like. Do this by selecting +add line item.
- Add details like line item name, reason, discipline, cost, budget, and an option description.
- The budget category is where you can select where the money is coming from. There are 3 options to choose from:
- If an allowance or contingency is selected, a new area will appear at the bottom of the pop-up to show you the balance and impacts on the budget(s) you selected.
If a budget is exceeded (ie: there is no money left in that pot), the rest of the dollar value associated with that line item will automatically be moved into the 'Contract Overages' category.
The ability to select the budget is not available to General Contractors. This is selected by the Consultant.
Revise Pricing Details
You can easily revise the pricing details at any time before the price moves to the 'Accepted' stage.
Step 1: If you would like to replace the pricing file, select 'replace' and upload the new document.
Step 2: Adjust any of the line item information by changing the values and drop down selections. All changes will save automatically.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io