Managing Schedules of Valuation Dates in C-Link

This guide provides step-by-step instructions on how to manage Schedules of Valuation Dates in C-Link as part of your tender and contract procurement process.

Sections in this Article:

🗂️ Creating a Tender Template
📅 Managing Interim Valuation Dates
📄 Using the Template for Schedule of Valuation Dates
🎥 Full Walkthrough Video

🗂️ Creating a Tender Template

To begin managing schedule evaluation dates, you first need to create a tender template in C-Link:

1. Access Your Project:
   • You can select the project you’d like to manage from the Projects App. For example, Gate Apartments.
2. Navigate to Tender Templates:
   • Go to the Tender Templates section.
   • You can select the appropriate template for your project. In this case, you may use a JCT Amended Version if it suits your contract requirements.
3. Locate the Schedules Section:
   • Scroll down to the schedules section at the bottom of the template.
   • You will find various schedules, such as Schedules of Attendance and Schedule 5: Valuation Dates.

📅 Managing Interim Valuation Dates

Once you have accessed the correct tender template, follow these steps to manage interim valuation dates:

1. Check Existing Valuation Dates:
   • If valuation dates have already been set for your project, they will be displayed in the Schedule 5: Valuation Dates section.
2. Create a New Folder for Schedule Evaluation Dates:
   • To add new valuation dates, create a new folder titled Schedule 5: Valuation Dates.
   • This folder will appear on the left-hand side under the schedules.
3. Upload the Subcontractor Valuation Dates:
   • Click Upload and select your file containing the subcontractor valuation dates.
   • The uploaded document will be listed under the Schedule 5: Valuation Dates tab.
4. Attach to Drawings and Specifications:
   • Go to your Drawings and Specifications section and attach the newly created Schedule 5 valuation date file.

By following these steps, you ensure that all valuation dates are clearly documented and accessible within your project.

📄 Using the Template for Schedules of Valuation Dates

To further streamline your valuation date management, we provide a template copy that you can customise to fit your project’s specific requirements:

1. Access the Template:
   • A downloadable example template which outlines the process for managing schedule evaluation dates. Click here to download template
2. Adjust the Valuation Dates:
   • The template allows for easy adjustments, such as setting a valuation 10 days before a due date or 35 days after.
   • Simply change the valuation date fields to your desired dates, and the template will automatically update accordingly.
3. Customising the Formula:
   • If you want to keep the valuation dates the same but change the formula (e.g., adjusting from “-10 days” to “-7 days”), you can modify the formula directly in the template, and it will auto-calculate all relevant fields.

By using our template, you can easily manage and update schedule evaluation dates, reducing manual errors and ensuring compliance with your contract terms.

Get Started with C-Link

If you need assistance in managing schedule evaluation dates or using our template, please contact us at info@c-link.com or reach out to your Customer Success Manager.

Summary ✅

This guide has explained how to manage schedule evaluation dates in C-Link, from creating tender templates to using our example template to customise and streamline your valuation process. By following these steps, you can ensure accurate and efficient management of your project’s financial timelines.

🎥 Full Walkthrough Video

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