Add/Edit Estimate Scope - Inclusions, Exclusions and Clarifications

Scope Definition

Inclusions, Exclusions, and Clarifications are basically notes that are part of a proposal. In Corecon, these types of notes can be documented for the Estimate Overall (see Scope Tab) and for each Cost Code (Section). However, it is encouraged to use one or the other but not both.

Inclusions

Inclusions describe the "Work" covered in the proposal that may be obvious and not so obvious. Think of Inclusions as a narrative form of cost items in the estimate.

Exclusions

Exclusions describe the "Work" not covered in the proposal.

Clarifications

Clarifications are typically used to identify items on a drawing that are not detailed enough to provide pricing.

Important Things To Know

Estimate Scope is documented in the Estimate's Scope tab.
Cost Code Scope is documented in the Cost Code Details form. See Estimate Cost Codes tab | Cost Code
Estimate and Cost Code Scope will use the same mail merge table in the Estimate Proposal Template. Estimate Scope will be populated first followed by Cost Code Scope.
Default Scope Templates can be created in Settings | Templates and Reports | Scope Templates. Once established, Scope Templates can then be imported into Estimate or Cost Code Scope areas.
Estimate and Cost Code Scope can be copied to a Prime Contract when using the 'Contract Setup Wizard'.
Cost Code Scope can be imported into an Estimate RFP Package when using the 'Import Estimate Cost Code' option. This information is then copied to a Subcontract when using the 'Procurement Setup Wizard'.

Data Entry Steps

Within the Estimate, click the 'Estimate Scope' tab at the top.
Optional: Enter any Inclusions.
Optional: Enter any Exclusions.
Optional: Enter any Clarifications.
Click the blue 'Save' button in the footer.