Project Specifications¶
The Specs page can be found in the main menu after navigating to a project.
Specifications provide a convenient way to define the scope of work and budgets necessary to aid in the completion your project.
Each specification in Real Build Pro is made up of the following:
| Property | Description |
|---|---|
| Spec Group | The group to associate the spec with. |
| Name | A name to call the spec. Used to reference the spec throughout the application. |
| Description | A description of the materials and scope of work used when generating proposals, bid requests, and purchase orders. |
| Client Information | Additional information specific to the clients that they may wish to know. Used when generating proposals. |
| Trade Partner Information | Any additional information trade partners may need to know to bid the job or fill a purchase order. |
| Associated Tasks | Associating tasks with a specification allows for the spec's progress to be tracked. It also allows the workflow to be repeated by choosing to include tasks when saving the spec as a template. |
| Budgets | A collection of budget lines used to define the spec's budget. |
| Files | Attach files to be associated with the spec. These files can be optionally shared with clients and trade partners or kept private to your company. |
Tip
How you decide to break apart your project's specifications is entirely up to you and everyone will have a different strategy that works for them.
Because you are not limited in the number of project's you can create, we recommend that you create some practice projects to develop your own strategy!
Budgets¶
Each specification's budget is added to the project's total budget. A budget consists of one or more budget lines.
Budget Lines¶
Budget lines are line items used to define the specification's budget.
| Property | Description |
|---|---|
| Client Choices | Expand this section to view a list of available client choices. |
| Description | A description of the line item. This is shown on estimates and proposals. |
| Optional | Marks the budget line as optional. Defaults to not optional. |
| Quantity | Amount, measure, or number of materials. Multiplied against Unit Cost when calculating the line items total. |
| Unit Cost | The cost of each unit. Multiplied against Quantity when calculating the line items total. |
| Unit | The unit of measurement. |
| Category | The category to associate the cost to. |
| Accounting | The accounting code to associate the line item to. |
| Applicable Pricing Methods | The Pricing Methods that will be applied to the line item. |
Client Choices and Optional Budget Lines¶
There may be times when you want to try to upsell a client on an upgrade or offer them an alternative choice. Optional budget lines and Client Choices make handling these scenarios a breeze.
| Feature | Description |
|---|---|
| Option | An optional budget line. Marking a budget line as optional does not impact the estimate's price until it has been selected. Optional budget lines are not required. |
| Choice | Choices are an alternative option attached to a budget line. The budget line a choice is attach to is called a default choice. Default choices are not optional unless the optional feature has been checked. The default choice's total is included in the estimate's total. |
Spec Groups¶
Specs can be grouped together to help keep your project organized. Grouping specs together is entirely optional. Subtotals for each spec group are displayed on proposals.
There are two ways to group specs together:
From The Spec's Details Page¶
Look for the dropdown menu labeled Spec Group when creating or editing a specification.
From Manage Spec Groups¶
Organize spec group from the Manage Groups area found in the ellipsis at the top of the page, next to the help icon.
Analytics¶
At the top of the specifications page you will find the following analytics:
| Statistic | Description |
|---|---|
| Total Price | Total of all budget lines including choices made. |
| Base Price | Total of all budget lines before choices are made. |
| Choices Made | Number of choices made and the total cost of the selected choices. |
| Remaining Choices | Number of choices available to the client. |
| Invoiced | Total amount the client has been invoiced for. |
| Amount Due | The difference between the amount invoiced to the client and the total amount of bills entered for the project. |
Client Selections¶
Expanding this section displays a list of your client choices.