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    Using Fergus Favourites on Plans
    • 24 Nov 2024
    • 4 Minutes to read
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    Using Fergus Favourites on Plans

    • Updated on 24 Nov 2024
    • 4 Minutes to read
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    Article summary

    Once Integrated, begin using Fergus Favourites to Count and Measure Lengths or Areas on Plans.

    Measurement Choices

    Groundplan Part: Use this option if the item doesn't exist in Fergus (becomes a line item)
    Fergus Favourite: Choose individual Favourite/s from Fergus

    1. Within a Stage, click +Count, +Length or +Area
      The Stage name creates a Section within the Fergus Quote
    2. Select a Measurement Part Type

    fergus-measurement-choices.png

    1. Complete the remaining fields
    Groundplan PartFergus Favourite
    Fergus SearchN/AType 2 letters to begin
    Search ResultsN/AClick to Select result
    DescriptionRequiredN/A
    Part NoOptionalN/A
    Part UoMRequiredN/A
    Unit CostOptionalN/A
    Markup %OptionalN/A
    Unit PriceOptionalN/A
    StyleOptionalOptional
    SymbolOptionalOptional
    1. Click Create
      If additional Parts and Labour are required, click Create & Add More Parts


    More information on Measurement Types can be found in the following articles:

    Adding Parts and Labour to a Measurement

    When a Count, Length or Area is created on a Plan, additional Parts and Labour can be quantified at the same time. Parts can be added when the Measurement is made or after. Understanding Groundplan's Supported References will assist in quantifying the required Parts and/or Labour for the Measurements.

    Supporting References

    Support References relate directly to elements on the Plan and can be used in conjunction with Excel-type Formula to calculate Parts and Labour for Groundplan Parts and Fergus Favourites. Each Formula must contain a Supported Reference/s to be accepted.

    Formula follows the PMDAS Rule: Parentheses (brackets) first followed by multiplication, division, addition, then subtraction. Calculations are prioritised within the brackets.

    The below image displays how the main Supported References correspond to a Plan:
    formula-length-supported-reference-1.png

    More detailed information about Formulas with examples are provided in our article Using Formulas in Groundplan here.

    Adding Parts while Creating a Measurement

    1. Create Measurement and click Create & Add More Parts

    fergus-create-and-add-more-parts.png

    1. Click +Part, select Measurement Part Type and complete Formula if required
    2. (If required) Type to rename Measurement
      Renaming the Measurement remains in Groundplan only
    3. (If renamed) Click Save

    fergus-adding-parts.png


    Explanation: The Measurement is counting a downlight Favourite without a fitting on the Plan but also quantifying a separate light fitting yet to be decided at the same time

    fergus-parts-example.png

    Adding Labour on Creation

    Labour added within Groundplan will be sent to Fergus as a Line Item. Further information about converting Minutes to Decimals for Labour can be found here.

    1. Create Measurement and click Create & Add More Parts

    fergus-adding-labour.png

    1. Click +Labour
    2. Complete Description
      (Optional fields - Unit of Time, Unit Cost, Markup %, Unit Price, Formula and Labour conversions.)
      If the Description turns blue with a link sign, the Labour is Grouping with others in the same Stage
    3. Click Save
      This example shows 1mtr of Mains Cable is installed every 10 minutes (len*0.17)

    fergus-adding-labour2.png

    Additional Items and Labour

    On the Worksheet tab, Additional Items and Labour can be added to individual Stages. These are usually items not populated on the Plan but needed within the Quote. Examples include but are not limited to sundries, travel or equipment hire, and extra contractor hire.

    Additional Items
    Choose from a Groundplan Part or Fergus Favourite.

    fergus-additional-items.png

    Frequently Asked Questions

    Why can I not see my Favourite prices?

    Prices do not sync to Groundplan, as all pricing is managed within Fergus. This ensures that your Fergus Quote always reflects the most up-to-date pricing.

    If you need to distinguish between products with identical names by their prices, we recommend updating the Favourite's name in Fergus to make it easier to identify in Groundplan.


    I have used the same Fergus Favourite under multiple Groundplan Measurements in the same stage. Why can I only see it once in my Fergus Quote?

    They have Grouped together. The same Fergus Favourites appearing under multiple Measurements in the same Stage will Group together on the Fergus Tab and when pushing to a Fergus Quote.

    This is also the same for Labour.

    For example, a Downlight excluding the fitting used for multiple Measurements in the same Stage will Group together and combine totals:

    fergus-faq-grouping.png


    I have changed the name of a Favourite in Groundplan, why has it not appeared on my Quote?

    Renaming measurements on Groundplan will not send the updated Favourite name to Fergus.

    These names will only appear in Groundplan on the Stage, Worksheet, Quantities, Take-off Templates and on the Legend.


    If I update my pricing in Fergus, will this automatically update?

    Yes.


    Can I create a Fergus Favourites within Groundplan?

    No.

    You can push Groundplan Parts to Fergus but any Fergus items must be created in Fergus.


    If I add multiple Parts and Labour to a Measurement, will this go through to Fergus as a Favourite?

    No. Having multiple Fergus Favourites or Groundplan Parts will not create a Product in Fergus. They will go across as separate line items.

    Any Products must be built in Fergus first.


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