PlanIt Estimating · Commercial Tenders & Bills of Quantities

Check profit per option and pick the winner

This guide is awaiting review — the steps may change.

What does this do?

The Profit check page is for your eyes only. It lists sell, cost, profit and margin for every option, marks the best margin, and shows the differences against the baseline. It has no client view and is never included in a tender document.

How to use it

  1. Open the tender from Tenders.
  2. Press the 🔒 Profit tab (or Profit check in the stepper).
  3. Read one row per option: Sell, Cost, Profit and Margin. BEST % marks the highest margin of the live options.
  4. Deltas are measured against the baseline option (★). To measure against a different option, use ⋯ → Make baseline on the Options tab.
  5. For bill-priced options, scroll to Bill analytics 🔒 for cost by category, labour split and target versus achieved profit, straight from the build-ups.
  6. On a bill, press 🖨 Summary for an internal summary sheet. It carries a NOT FOR ISSUE banner, so keep it in-house.
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Commercial Tenders & Bills of Quantities
Questions this guide answers
  • How do I see the profit on each tender option?
  • Which option has the best margin?
  • Can the client see the profit page?
  • What happens to the options I did not win with?

Last updated 2026-09-03 · Direct link for this feature