This guide provides step-by-step instructions on how to create project-specific scope items or amendments during the tender creation process in C-Link.
Estimated Read Time: 3 Minutes ⏱
It is recommended that you familiarise yourself with the Company Assets and Tender Creation sections before proceeding with this guide.
Sections in this Article:
- 📋 Accessing Scope Templates
- 🛠️ Customising Scope Items for a Project
- 💾 Saving Changes
- 🎥 Full Walkthrough Video
📋 Accessing Scope Templates
To begin creating project-specific scope items or amendments:
- Refer to Company Assets:
- Navigate to the Company Assets section where you will find various templates, including scopes of work.
- Choose a Scope of Work Template:
- Select a standard scope template from C-Link or one created by your company. For example, select the "Groundwork" scope.
🛠️ Customising Scope Items for a Project
Customise the scope items to make them project-specific:
- Pull Through Standard Scope:
- In the tender creation process, pull through the standard scope for the package you are working on (e.g., groundworks package).
- The standard scope, such as the 18-point groundwork scope, will be displayed.
- Amend to Project-Specific Scope:
- Use the standard scope as a guide and make necessary amendments to fit the specific project needs.
- For example:
- Include specific drawing references (e.g., Drawing 123 and 124).
- Exclude irrelevant items (e.g., ground and surface water removal).
- Add project-specific details (e.g., excavation as per Ground Investigation Report 100 dated 13 February 2024).
- Update Scope Items:
- Modify each point to reflect the unique requirements of the project.
- Ensure all relevant details are included to make the scope precise and comprehensive.
💾 Saving Changes
After customising the scope items:
- Save Changes:
- Press "Save Changes" to update the scope with the project-specific details.
- The customised scope will now replace the standard company-wide scope for this specific package and project.
Summary ✅
This guide has outlined the process for creating project-specific scope items or amendments in C-Link. Following these steps ensures your tender documents are tailored to the specific requirements of each project.
🎥 Full Walkthrough Video
For a comprehensive guide, watch the full walkthrough video below: