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Can I create a template with fixed cost lines that are added to all new change orders?

No, not at present. Fixed site setup and administration lines must be added to each change order. You can save a fixed column layout as a table profile.

No, not at present. AIMZ does not yet have a feature for templates with pre-filled cost lines that are added automatically to new change orders. Fixed lines, for example a share of site setup or administration, must be added to each change order. You can still save a fixed column layout for the change order view as a table profile.

How to work today

  1. Make a list of the fixed items you use when estimating change orders, for example:

    • share of site setup (rent, cleaning, waste, electricity)

    • administration and design management

    • extra meeting time

    • O&M documentation and final documentation

    • provision for warranty claims

  2. Add the items as lines on each Change Order Client, preferably as cost lines with the cost price calculated as quantity × price.

  3. Save a table profile with the columns you always use on change orders, so you don't have to set up the view again.

The lines on a Change Order Client. 1: the padlock next to Revenue claim. 2: Add, where you add fixed lines for site setup and administration.

Good to know

The request for change order templates has been registered as input for further development. If you have specific needs, send them to us in the chat.

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