Manage estimates construction with these templates will improve your project
Back to Blogs
#Construction #Project management #templates 4 mins read

Templates to improve your estimate construction management

Construction budgets always have a specific limit, which when exceeded by the manager and the whole project can be in danger due to the inflation of the bank book, economic shortage leads to many problems. These inflations can appear at any time during the project, estimates are provisional and fundamentally unsafe. But if you build an estimate management template yourself, it will be very difficult and time-consuming not to mention different estimates in different projects will have their special requirements, so the following article will present you some estimate construction managements templates that you can refer to.
estimate construction management

Photo by Etienne Girardet on Unsplash


Use the construction estimate template?


Once you’ve satisfied and decided to choose an estimate construction management template. The manager’s next step is to come up with the best estimate, using the following suggestions:

  1. Aggregate all items, goods, and materials for each workgroup.
  2. Attach unit price for each order item.
  3. Batch retest.
  4. The final assessment is based on the budget.
  5. Before estimating construction, be aware of potential problems such as not reading all project documents or forgetting to include costs. Always double-check your budget.

The most popular construction costing management templates today

1. Construction Proposal Contract


This contract management template allows you to describe the most basic outline of a construction project and Estimate the cost of getting it done for your customers and stakeholders. The downside is that this contract template doesn’t provide a detailed breakdown of the project, but it works best when you need to help your client understand the basic fees. Templates allow you to present the client with the terms and conditions of the contractual agreement, such as estimated costs, scope changes, payment terms, and refundable deposits. Since this is also a written contract, it helps you avoid legal troubles with the client.


The template can also act as a contract with the customer. All the elements make up a contract such as a space at the end of the document to sign and date, as well as any additional notes.


2. Quotation form for construction works


The construction work quotation estimate form is an important and indispensable element in the construction process. This template allows you to describe basic details such as labor costs for workers and materials needed to complete a construction project, not only the cost of materials and labor but also discounts and taxes. With this form the manager can communicate with the client and, once accepted by the client, it can also be used as a legally binding document, provided that the rates and terms The agreed terms will expire after the contract period or within a certain extension period.


3. Sample soft cost vs hard cost in construction


This template helps managers separate project costs into two different categories, to divide for easy control, that is soft cost and cost. hard fee. Hard costs are for materials and labor, while soft costs are for administrative work such as accounting fees, legal fees, insurance, and permits. You can use soft cost and hard cost templates to give your client clarity on the costs, the differences between the elements of a building, and the different types of fees you can estimate in advance and provide solutions when budget problems arise during project implementation.


It is useful when a client requires a detailed analysis of your project estimate. Breaking down costs into soft and hard costs allows the client to see the exact cost of the project. They won’t be surprised when the final cost comes out.


4. Estimation and budgeting templates


Budgeting and budgeting templates Budgeting and budgeting templates allow you to plan how your budget will be used, keeping track of estimated costs against your existing budget. You can check the estimated cost against the actual cost for each item, called “job costing”.


This template is useful if you want to track how your estimate is performing throughout a construction project. As the project progresses, you’ll have a clear idea of ​​the items that have exceeded the original estimate as well as any payments and balances due.


5. Construction bid table form


This template allows you to organize and compare bid items, coming from different subcontractors. It provides separate columns to compare the engineer’s estimate with the amount quoted by different bidders in their bid proposals.


The bid tabulation template helps verify that the final bid amounts submitted by different subcontractors match the amounts they quoted for labor and materials in their calculations. It’s useful for detecting possible errors when you’re reviewing hundreds of bid items at once.


6. House Decoration


This template is provided by UpDiagram software. It allows the manager to understand the items about furniture, prices,.. creating a premise for the construction of interior works. This template also helps managers understand the requirements for decoration, items,.. of customers for their projects.


Decorating will no longer be a waste of time when you have a list of things to buy. And the estimated cost for furniture will be clearer and more transparent to customers. In addition, UpDigarm also brings many features suitable for construction project management:


– Diverse work view mode (Kanban, Grid, Calendar, Mindmap)

– Diverse data fields: images, text, list, checkbox, date, progress, to calculation formulas

– Import data from projects available from Trello, Assembla, Jira, Excel,…Integrate other applications such as Microsoft team, Slack, Rocket, Zalo,…

– Email and In-app notification for project activities

– Decentralization, assignment of tasks, and member management


With the above project costing management templates, costs, budgets,… will be demonstrated transparency, as well as trust from contractors and customers. Make the right choice for your work to promote the development of the project.


Contact us to get special offers and join UpDiagram’s Partner program.

Back to Blogs