A Preliminary List is a provisional list of the items that you are going to fabricate for a Contract. Developing a Preliminary List is an optional step that typically happens before detailed fabrication drawings are completed. You can import a list of items from an Estimate or a CAD model, or you can develop the Preliminary List manually. Importing a list from a CAD file is possibly the most efficient method, utilising the STRUMIS Import wizard to guide you through the process. In all cases, you can:
§ Specify numeric or alphabetic identifiers for items in the preliminary list.
§ Assign items in the list to a phase or zone.
§ Put items into a batch to specify which ones are to be processed together in the future.
Access
To access Preliminary Lists, click the Prelim Listing button on the Contract Ribbon. Alternatively, from the sidebar menu, go to Contracts Management > Contract Prelim Listing.
When you create or edit a Preliminary List, you will use the Contract Prelim Listing form.