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Teamwork: tender test and Planner

How a team prices a tender together: a copy of a model estimate as a tender, a work plan in the Planner and the build-up of each line item loaded from the library.

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14 · Teamwork: tender test and Planner
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What it covers

  • Duplicate a model estimate as a tender: chapters, descriptions, units and quantities, no prices.
  • Work plan: one task per chapter for the estimators, then internal review and approval.
  • Load the build-up of a line item from the library, keeping the client’s code and quantity.
  • Progress against the model and the AACE class, then signature and the PDF and Excel bid.
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