How to Create a Construction Order Form in Microsoft Excel (XLS)?
As one of the largest global construction markets, the US generates $1,293 billion in construction expenses, according to Statista. But to ensure the success of construction projects, there are construction agreements that outline the stipulations that both parties need to comply with, and this includes the process for orders. If you want to create a standard construction order template using Excel, we have some useful tips that may simplify the process of making the form.
1. Determine the Purpose
An order form is appropriate for different purposes including but not limited to, project management change order, schedule change order, and purchase order. Hence, before you create your order template, it is best to determine the purpose first; that way, you can have a clear idea of what content to include.
2. Use Comprehensive Layout
Order templates are formal documents that require professional decisions and actions. The form must have a comprehensive layout that highlights the contents; otherwise, confusion regarding the purpose and specific request may ensue. It is best to use a simple and direct format that allows for a continuous flow of the details.
3. Consider the Contents
Since you know the purpose of the document, you can determine what content to include. Although details such as the name of the sender and recipient, and other contact information are essential, facts specific to the purpose of the document is vital to its effectiveness. For example, for a purchase order, figures such as the quantity of the material, unit price, and the total amount are specific to the said purpose.
4. Use Tables
Using tables to separate each detail from the other helps in maintaining the readability of the order form. The advantage of using Excel is that you can automate the tables and add formulas to make the computing process efficient and accurate. Plus, using tables also allow you to highlight the essential information in your document.
What are the five primary sectors of the construction industry?
The following are the five primary sectors of the construction industry:
1. Residential construction
2. Commercial construction
3. Heavy civil construction
4. Industrial construction
5. Environmental construction
What are the parts of an order form?
These parts should always be present in an order form:
1. Name of sender
2. Name of recipient
3. Description of the request/order
4. The total breakdown of the order
5. The requested delivery date
6. Signature of authorized personnel
Who approves the order forms?
The construction agreement lays out the process for change orders and other order processes. But it is normal that the executives approve order forms of the construction project, which includes the project owner, project manager, and the head engineer and architect.
What is a construction change order?
A change order is a part of the change management process wherein changes to the approved project scope is presented for implementation. Contractors use this term to refer to a job added or removed to the original project scope, which in turn, changes the original contract amount, and completion date.
What are the phases of construction?
There are typically five phases of construction, namely: initiation, planning, execution, monitoring, and the completion phase.