![]() ![]() Regardless of who is preparing the estimate, you can be confident that you are using consistent format and data at the Resource level, while at the Item level your client can have any Item description they like. You can Auto Allocate with the Submission rate fixed, when bidding a maintenance contract where you want to use the same Items from a project you have priced before for that same client. Streamline pricing work for clients that use the same or similar Item description each time.You can even set a different matching criteria on an estimator-by-estimator/individual basis, depending on your requirements.For example, a percentage of 90 or 95% is useful for high-level, early-stage estimates and to get around small deviations. Set tolerance percentage for accurate match.Allocate by Description, Code, Code and Description, or customised Allocation Code.Full flexibility and control in defining the exact matching criteria with a unique suite of options to define and customise this Allocation process:.If no 100% match, choice of matching Items to select the most suitable. For 100% match, Auto Allocate will automatically price the Item.Find the closest matching Items, by comparing the descriptions of the Items in the project to the Items in your Library.Automatically prices an entire Schedule of Items, consistently, accurately, and most importantly, with great speed – with just a few mouse clicks.
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