Set the baseline
The BoQ or pricing schedule you issued. Its sections, items and order are the rows every return is levelled against.
Upload your schedule
Import the schedule as issued, at the revision suppliers priced. PDF, spreadsheets and Word documents are accepted, up to 100 pages and 25 MB.
Each table needs a description column. Refs, quantities and units are picked up where the schedule has them.
Check the import
Columns are mapped automatically. Clear Auto-confirm column mappings if you want to set them yourself.
Check the imported table against the document beside it: headings, items, quantities, units and collections. Double-click a cell to correct it. Excluded rows shows what was left out.
Reupload baseline starts again, until the baseline is confirmed.
Confirm the baseline
Clear any red flags, then Confirm Baseline. The structure is fixed from here, so settle it first. Item cells stay editable.