Activity Reports
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      3. Activity Reports

      Generating a Quote Activity Report in C-Link

      This guide provides step-by-step instructions on how to generate and share a quote activity report in C-Link.

      Estimated Read Time: 2 Minutes ⏱

      It is recommended to familiarise yourself with the Project Dashboard and Procurement Tools sections before proceeding with this guide.

      Sections in this Article:

      🖥️ Accessing Your Project

      To begin generating a quote activity report:

      1. Log into C-Link:
        • Navigate to your project dashboard upon logging in.
      2. Select Your Project:
        • Click on your project. For this example, we are using the "1 Mile End" project dashboard.

      📄 Generating a Quote Activity Report

      Follow these steps to generate a quote activity report:

      1. Open Procurement Tools:
        • Navigate to "Procurement Tools" and select "Quotes and Tender Analysis".
      2. View and Compare Quotes:
        • This page will display all received quotes, allowing you to compare quotes, add quotations, and communicate with contractors.
      3. Download Quotes Report:
        • Click the "Download Quotes Report" button to create a PDF summarising the quotes.
      4. Generate PDF:
        • The system will generate a PDF report detailing:
          • Headline details
          • Programs
          • Priced items
          • Measures
          • Prelims
          • Provisional sums
          • Overall program

      📤 Sharing the Report

      To share the quote activity report:

      1. Download the PDF:
        • Save the PDF report to your computer.
      2. Issue to Colleagues:
        • Email or share the PDF report with your colleagues as needed.

      Summary ✅

      This guide has outlined the process for generating and sharing a quote activity report in C-Link. Following these steps ensures you can efficiently summarise and communicate the details of received quotes for meetings or discussions.

      🎥 Full Walkthrough Video

      For a comprehensive guide, watch the full walkthrough video below: