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    Pushing a New Quote into Simpro
    • 23 Feb 2024
    • 7 Minutes to read
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    Pushing a New Quote into Simpro

    • Updated on 23 Feb 2024
    • 7 Minutes to read
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    Article summary

    Push Groundplan Quantities to create a New Project or Service Quote in Simpro.

    Variation Quotes for existing Simpro jobs can also be created and merged into an open job within Simpro. See our FAQ for more information.

    Setting Cost Centre and Labour Rates

    Cost Centres and Labour Rates are allocated to Counts, Lengths, Areas, Additional Items and Additional Labour.

    • All Parts with a Cost Centre will appear in a Simpro Quote
    • Multiple Cost Centres can be assigned within a Stage
    • Ensure all Labour has a Cost Centre and a Labour Rate assigned

    A warning appears if any Cost Centres or Labour Rates are not set
    simpro-push-to-new-quote-cost-centres.png

    1. From the Simpro Tab
      • If all require the same Cost Centre or Labour Rate
        Select the Default Cost Centre / Default Labour Rate
        OR
      • When multiple Cost Centres are required
        Select Multiple Parts across different Stages and click Set Cost Centre to, then make the Cost Center selection
        Repeat as needed

    simpro-settting-cost-centres.png

    Pushing to multiple Cost Centres

    Parts and Labour can be pushed to multiple unique Cost Centers.
    Unique Cost Centres have their own line in Simpro under System Setup > Accounts > Cost Centres

    pushing-to-new-quote-multiple CC's.png

    If you use the same Cost Centre multiple times in a Section or Service Quote, click here to read on:



    For example, in your Simpro Quote, the Cost Centre "Commercial" is added multiple times and renamed. This workflow cannot be supported when pushing quantities from Groundplan to Simpro.

    • Project Quote - Parts and Labour are unable to be pushed to the same Cost Centre multiple times within the same Section
    • Service Quote - Parts and Labour are unable to push to the same Cost Centre multiple times

    pushing-to-new-quote-multiple-CCs-2.png

    Please contact Simpro Support to discuss creating additional Cost Centers and setting up business groups for filtering and reporting requirements.


    Push to a New Quote

    Once Cost Centers and Labor Rates are assigned to all components requiring inclusion in the Simpro Quote, push to a New Quote.

    1. Click Push to New Quote

    simpro-push-to-new-quote.png

    1. Enter the first 3 letters of the Customer name, then click to select
      Alternatively, click + New Customer
    2. (optional) Change the Site or add a New Site
    3. Select the Quote Type
    4. (optional) Select the Project Manager
    5. (optional) Select the Salesperson
    6. Click Submit

    simpro-push-to-new-quote-2.png

    1. Click the Quote number to view the Quote in Simpro

    simpro-push-to-new-quote-3.png

    1. Click Done on returning to Groundplan


    Push%20to%20new%20quote%20V1


    Service and Project Quote Elements

    Two Quote types can be created from Groundplan, with the specifics for each outlined below:

    Project QuoteService Quote
    StagesGroundplan Stages become Sections in a Simpro Project Quote.Parts and Labour are grouped by Groundplan Stages within their assigned Cost Centres.
    Stages do not push through to Simpro Service Quotes.

    If Quote Sections are required, speak to Simpro Support about Project Quotes.
    Cost CentresMultiple Cost Centres can be set within a Stage.
    Cost Centres must be "unique"

    Read more about Cost Centres here    		Measurements are Grouped by Cost Centre

    If there are multiple Stages in Groundplan all using the same Cost Centre, all Parts will appear under the single Cost Centre.
    When items appear in multiple Stages linked to the same Cost Centre, the item will have one line per Stage in the Cost Centre

    Read more about Cost Centres here.
    Identifying Unique Cost CentresFor a Cost Centre to appear in the drop-down menu, must be unique.
    When unique, it will appear as its own line under System Setup > Accounts > Cost Centres within Simpro as seen in the image below:
    simpro-project-ccs.png    		Unique Cost Centres are identified as they appear in the drop-down Cost Centre menu. simpro-service-ccs.png
    Within Groundplansimpro-stages-with-sections- project.pngsimpro-stages-with-sections-service.png
    Within Simprosimpro-quote-project.pngsimpro-quote-service.png


    Frequently Asked Questions

    Pricing and Items

    Can I send Length Breakdowns to my Quote if I used a Multiplier?

    Yes.

    From the Worksheet Tab, a Multiplier is visible.

    push-to-new-quote-FAQ-4.png

    On Groundplan's Simpro Tab, the Quantities breakdown will only show the Lengths without the Multiplier applied.

    push-to-new-quote-FAQ-4-2.png

    When pushed into the Simpro Quote, the breakdown Totals will show with the Multiplier applied.

    push-to-new-quote-FAQ-4-3.png


    If I update my pricing in Simpro, will this update my Quote Pricing?

    Yes.

    You will see the new pricing when you push to a New or Existing Quote.


    I have used the same Simpro Product under multiple Groundplan Measurements in the same Stage. Why can I only see it once in my Simpro Quote?

    They have Grouped together. The same Simpro Catalogue or Pre-build Product appearing under multiple Measurements in the same Stage will Grouped together on the Simpro Tab and the Totals combined when pushing to a Quote.

    simpro-faq-using-same-item.png


    Why is the wrong Catalogue / Pre-Build showing in my Simpro Quote, it looks correct in Groundplan?

    The wrong Pre-Build is linked to the Measurement. In Groundplan, Catalogue items and Pre-Builds are linked by a background ID, so even when the description and part number are the same, the ID may be different.

    This can be checked by:

    1. Click the Worksheet
    2. Click Options then click Show Totals
    3. Clicking the Integration symbol will open the Catelogue / Pre-Build in Simpro to double-check it is the incorrect Pre-Build

    simpro-push-to-new-quote-FAQ-5.png

    The incorrect Pre-Build now needs to be removed, and the correct Pre-Build added.

    1. From Groundplan, click the Measurement name
    2. Click Part Actions then click Delete
    3. Click +Part, select, search and add the correct Catalogue / Pre-Build
    4. Push to a New Quote

    simpro-push-to-new-quote-FAQ-5-1.png

    If the item was added to the Project as a Template, either copy Stage to a New Template and archive the old or, update the Catelogue / Pre-Build in the Take-off Template.


    Cost Centres

    I have just added a new Cost Centre in Simpro; why can't I find it in the drop-down menu?

    Adding a new Cost Centre requires re-syncing the integration.

    To do that:

    1. Click the Simpro Tab then click Setup
    2. Click Sync next to Cost Centres
    3. Return to your Project

    simpro-push-to-new-quote-faq2.png


    What is a unique Cost Centre?

    A unique Cost Centre will appear in the drop-down Cost Centres list. To be unique, it will appear as its own line under System Setup > Accounts > Cost Centres within Simpro, as seen in the image below:

    simpro-project-ccs.png


    I have Cost Centres against all items; why am I still getting an error pushing to Simpro?

    Check that you have not selected the "Membership" Cost Centre. This is for Simpro use only and cannot be used in Groundplan.

    To proceed, select a Cost Centre other than Membership.

    simpro-push-to-new-faq-10.png


    Can I rename Cost Centres in Groundplan and push to the same Cost Centre in a Section?

    No, you cannot rename Cost Centres from Groundplan.

    Unfortunately, you can also not push to the same Cost Centre multiple times within the same Section. Read here for more details.


    Can I set up sub-Stages in Groundplan pushed Quotes like I can within a Simpro Quote?

    Unfortunately not.

    You can send Parts and Labour to multiple unique Cost Centres with Quote Sections.


    Why is my Cost Centre not in the drop-down selection

    There are two things to check here.

    Firstly, is the Simpro Company selected for the Groundplan Project?

    1. Click the Projects Tab
    2. Select a Simpro Company if there is not one set
    3. Click Save Changes

    simpro-push-to-new-quote-faq-10-1.png

    Secondly, check the correct Simpro multi-company selected on the Groundplan Project and adjust if required.

    1. Click the Projects Tab
    2. Click the drop-down and select the correct Company
    3. Click Save Changes

    simpro-push-to-new-quote-faq-10.png


    Viewing Quote in Simpro

    Why can't I see the Description I added to the Project Overview Tab in my Simpro Quote?

    The Description added in the Project Overview Tab is for Groundplan only. Due to API limitations, we cannot push these details into your Simpro Quote.


    Can I push the completed Plan/s as an attachment to my Simpro Quote?

    No. You will need to Export the Plan from Groundplan, then upload it into Simpro as an Attachment to your Quote.


    Is Groundplan able to help if I need a Variation to my Quote or a Linked Variation?

    Yes. There are two options available:

    1. Push to New Quote - Create a new Quote in Simpro.
      This option is often used for standard Variation Quotes as they can be merged into an open Simpro Job.

    2. Push to an Existing Quote - Update an existing Quote in Simpro.
      This option is often used when getting Plan revisions or when wanting a linked variation quote in Simpro.

    Chatting with one of our Trainers about your particular workflow for advice with your Groundplan Project is best. Please reach out by sending us a message at Help > Send us a Message.


    Can I share Projects outside of my organsiation?

    Yes, however, when Sharing Projects with another organisation also using Simpro, only Pre-Builds and Catalogue items from your connected Simpro Account can be pushed correctly to your Simpro Quote.

    Simpro items are linked to Groundplan using background ID's. Any Catalogue Items or Pre-Builds linked from a different Simpro URL will not create the correct/expected items in your Simpro Quote.



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