Scope of Work in Scope Sheets (Contracting)

In Ediphi, you have the ability to add line items to your Scope of Work section in Scope Sheets. With this information added, you can then compare bidders to like-kind scope of work and costs per line item. You also have the option to add holds & allowances to these items, which can be tracked throughout the Contracting module.

In this article

• Adding Scope of Work Items
• Using Holds & Allowances

Adding Scope of Work Items

You can add Scope of Work items in 4 different ways: manually, pasting from clipboard, adding from Estimate, or adding from UPC. Additionally, you can add both items and headings to the Scope of Work section within Scope Sheets.

How to add manually

1. Select Contracting from the Main Menu of your project, and open a Bid Package/Group.
2. Click on the Scope Sheets tab, and scroll down to the Scope of Work section.
   1. Here you can either add more headings or add items under the "General" heading.
3. Click the "Add" button next to a heading.
4. Select Add Scope Item.
5. Enter a Label, Qty, UoM, Unit Cost, and a Tag (Hold or Allowance).

6. Click Save.

   

How to paste from clipboard

1. Open any spreadsheet software (Microsoft Excel, Google Sheets, Apple Numbers, etc.) and create 4 columns: Label, Qty, UoM, and Unit Cost (Tags will not be pasted into Ediphi).
2. Fill in these columns with the relevant line item information.
3. Highlight only the cells with information (not including the column headers).
4. Right-click then select Copy or hold down the keys "CTRL + C" to copy ("CMD + C" on Mac).
5. Within Ediphi, Select Contracting from the Main Menu of your project and open a Bid Package/Group.
6. Click on the Scope Sheets tab and scroll down to Scope of Work section.
   1. Here you can either add more headings or add items under the "General" heading.
7. Click the "Add" button next to a heading.
8. Select "Paste From Clipboard".
9. Your copied data will fill this window.

10. Click Save.

    

How to add from Estimate

1. Select Contracting from the Main Menu of your project.
2. Open a Bid Package/Group and click on the Scope Sheets tab.
3. Scroll down to Scope of Work section.
   1. Here you can either add more headings or add items under the "General" heading.
4. Click the "Add" button next to a heading.
5. Select Add Estimate Line Item.
6. Select an Estimate and a Bid Package.
   1. The Bid Package should be defaulted to the Bid Package you have open in the Scope Sheet.
   2. Line items have to be tied to a Bid Package in the Estimate to show here.
7. Click the checkboxes on the line items you wish to bring into your Scope Sheet.
8. Click Save.
   1. After adding Estimate line items, the Takeoff tab pulls data from the Estimate to show Qty, UoM, and Unit Cost per item.

How to add from UPC

1. Select Contracting from the Main Menu of your project.
2. Open a Bid Package/Group.
3. Click on the Scope Sheets tab and scroll down to Scope of Work section.
   1. Here you can either add more headings or add items under the "General" heading.
4. Click the "Add" button next to a heading.
5. Select Add From UPC.
6. Filter for items on the left and click the checkboxes on the line items you wish to bring into your Scope Sheet.
7. Click on Add Selected Products.
8. If there are no other line items you wish to add, select Review Products.
9. The next page will show all selected items to be added.

10. Click on Add Line Items.

    

Using Holds & Allowances

Within Ediphi, you have the ability to label Scope of Work line items as Holds or Allowances. This is then tracked on Buy Sheets and the Schedule of Values in the Contracting module.

• To add Holds or Allowances, scroll down to your Scope of Work line items and click into the far right cell of this section to choose either HOLD or ALLOWANCE.
  • Hold: GC liability/GC risk.

  • Allowance: Owner liability/Owner risk.

    

• Holds & Allowances will flow into the Buy Sheet and therefore the Schedule of Values under the Holds & Allowances tab.
• For Scope of Work line items, you have the option of adding "No With" plugs which allow you to push a line item to another Bid Package. See our Bid Leveling article for more information.

If you have any questions, feel free to contact our support team and we'll be happy to help!