Pushing to an Existing Quote in Simpro

Yes.

When a Pre-Build is edited on a Quote, it becomes an archived Pre-Build in your Simpro. You must locate the Archived Pre-Build within Simpro and re-activate the Pre-Build. We suggest editing the part number for easy identification.

Once re-activated, you will need to link this Pre-Build to the Groundplan Measuement. To do that:

1. Click the Worksheet
   (if required) jump to Stage
2. Locate the Measurement the Pre-Build appears in, then click on the Measurement name
3. Click Part Actions then click Delete

5. Click +Part, select, search and add the correct Pre-Build (re-named part number or with identifying name)
6. Click the Simpro Tab and Push to an Existing Quote

If your Quote has an adjusted material markup in Simpro, complete the following before pushing new Quantities/updates from Groundplan:

1. Open the Simpro Quote
2. Click Settings then click Quote Setup

3. Click Optional
4. Untick Use Default and enter the new materials markup
5. Click Next
6. Click Save and Finish

Any updates from Groundplan will reflect this markup on the same Catalogue items and Pre-Builds.

Yes.

You will see the new pricing when you push to an Existing Quote.

If Revisions are part of your workflow, add them within Groundplan so they don't need to be added within Simpro after every Revision. Examples include but are not limited to sundries, travel or equipment hire, and extra contractor hire.

On the Worksheet tab, Additional Items and Labour can be added to individual Stages. These are items not usually populated on the Plan and not accounted for in Pre-Builds or Measurements but are required in the Quote Section in Simpro.

Adding Labour as an Additional Item follows the same rules as when adding it to a Measurement.

To do that:

1. Click the Worksheet
2. Choose from Groundplan Once-off Items, Simpro Catalogue or Pre-Builds.

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

This can be checked by:

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

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

4. From Groundplan, click the Measurement name
5. Click Part Actions then click Delete
6. Click +Part, select, search and add the correct Catalogue / Pre-Build
7. Push to an Existing Quote

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.

Firstly, the Section names added to your Simpro Quote must be named differently to the Stage names in Groundplan.

To confirm the added Section/s remain in your Quote, complete the below:

1. Click Push to Existing Quote
   2 Uncheck "Remove existing sections from Quote"
   Sections added within Simpro will remain in the Quote
   3 Click Update Quote No. ##

Cost Center Descriptions must be re-added after pushing to an Existing Quote.

If you add Cost Centre Descriptions to Quotes, there are a few time-saving options available:

Option 1:

Build Descriptions and inclusions into Simpro forms using Form Builder or the Quote Detail form.
We recommend speaking with Simpro to discuss your form requirements/options.

Option 2:

Attach a Quote form to Simpro Quote to easily re-populate Cost Center descriptions after pushing to an existing Quote.

Option 3:

Send to Simpro as Section Descriptions:

1. Click Stage Actions then click Edit
2. Enter the Cost Centre Description into the Stage Description
3. Click Save
4. Return to the Simpro Tab and Push to an Existing Quote

We recommend speaking with Simpro to discuss if this would fit your form requirements.

Option 4:

If you are only adding a new section/s when pushing to an existing Quote.

1. Push to a New Quote
2. In Simpro, copy the new Cost Centres / Sections into the Existing Quote

Inclusions and exclusions would be commonly added in Simpro via the Cost Centre Scripts or Forms.

From Groundplan, these could be sent as Simpro Section Descriptions.

To send Section Descriptions to Simpro:

1. Click Stage Actions then click Edit
2. Enter the inclusions and exclusions into the Stage Description
3. Click Save
4. Return to the Simpro Tab and Push to an Existing Quote

We recommend speaking with Simpro to discuss if this would fit your form requirements.

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

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.

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.

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.