We have added new settings at company level (Settings and Preferences → Projects → Quote settings → Settings):

1. Cost calculation type - with possible values:

a) Disclude sub-items in calculation of main-item cost - existing Archdesk logic (default value for existing companies)

b) Include sub-items in calculation of main-item cost - when this value is set, main item unit cost is calculated based on sub-items cost (sub-item quantity is taken into account in main item unit cost calculation)

2. Offer calculation type - with possible values:

a) Disclude sub-items in calculation of main-item offer - existing Archdesk logic  (default value for existing companies)

b) Include sub-items in calculation of main-item offer - when this value is set then main item unit offer is calculated based on sub-items offer (sub-item quantity is taken into account into main item unit offer calculation)

3. Auto-populate budget codes for sub-items - with possible values:

a) No - existing Archdesk logic (default value for existing companies)

b) Yes - budget code from main item is populated into sub-items (we had such a possibility at item level, but it has been moved into quote level); below checkbox has been removed:

When creating a quote, above settings are copied from company into quote as system inputs. Users can change their value at quote level. Functionality only concerns advanced items (including advanced product from catalogue). There is no change for single items.

When 'Cost Calculation' type OR 'Offer Calculation' type are set to 'Include' then the new column 'Unit quantity' is visible in items data (data table). This column contains information about the number of sub-items that match to 1 main item. In column Quantity at sub-item level, users can see the number of sub-items that match to the number of main items that is set. Quantity at sub-item level is calculated by Archdesk (users cannot change it).

When 'Cost Calculation' type/'Offer calculation' type are set to ‘Include’ then Archdesk calculates main item unit cost/price using sub-items Unit quantity and Unit Net Cost/Offer (user can’t change main item unit cost/price).

Users can change the value of inputs Cost calculation type/Offer calculation type at quote level, but depending on direction of the settings change, Archdesk modifies quote item data:

• when 'Cost Calculation' type AND 'Offer Calculation' type are set to ‘Disclude’ (previously at least one of them was ‘Include’) then Archdesk removes values of Unit quantity
• when 'Cost Calculation' type OR 'Offer Calculation' type are set to ‘Include’ (previously at least one of them was ‘Disclude’) then Archdesk copies sub-items Quantity into Unit quantity field

'Unit quantity' field has also been implemented for quote import functionality. This field concerns only sub-items.

Note: When sub-items are included into main item cost/offer calculation, then main items,  budget calculations nor financial dashboard calculations are not included.