Pricing Details

Pricing details consist of a file plus all line items and costs associated with the change. This is the first thing to populate once you have created your pricing document.

Adding Pricing Details

Step 1: Click the navy blue '+ Add' button. A pop-up will appear for you to enter the pricing details.

Step 2: Upload your quote/pricing document. This step is mandatory.

Step 3: Populate the line items included in this pricing document. You can get as detailed as you want, or you can keep it simple.

Step 4: You will notice that there is a budget category available for each line item, so you can select where this money is coming from.

• Contract overages (this is the default budget).
• Allowances (read more here)
• Contingencies (read more here)

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.

Step 5: Once you have entered your line items, and are satisfied with the dollar value allocations, hit the blue 'Save' button at the bottom of the pop-up.

Revising Pricing Details

You can revise the pricing details at any time before the price moves to the 'Accepted' stage.

Step 1: Click the navy blue 'Edit' button in the top right corner of the pricing details area.

Step 2: The pop-up will re-open so you can revise your details.

To revise the attachment, click 'Replace document'.

Step 3: When finished, hit 'Save'.