01 / Find the files
Open the issued estimate history for your request
Open your own Request status page and go to Issued estimate history. Each history entry represents an approved and issued estimate revision. When that issue contains material schedule rows, its entry offers both a PDF schedule and a CSV schedule download. Choose the files from the history entry for the issue you are reviewing.
The guide is public and does not require an account sign-in. Your request-status page is specific to your request, so use the status link supplied for that request.
02 / Confirm the issue
Match the schedule to the revision you intend to tender
Check the history entry’s revision number and issue date. The PDF also records the project, issued estimate revision, publication ID, revision number, issue date under Issued on, and schedule entry count under Schedule entries. Match these details before you use quantities from a downloaded file.
If the history shows a change note or source drawing revision, read it and compare the drawing reference with the tender information you are using. Later estimate edits appear in the status page only after they have been approved and issued; draft edits do not change the issued schedule.
03 / Read the entries
Start with the kind, description and unit
The PDF labels the row kind Kind; the CSV header is row_type. The values are calculated, scope and planned. A calculated row comes from a calculated material line, a scope row records a material scope line, and a planned row records a listed planned material quantity. Use the description and unit with that row to identify what the estimate records.
The PDF labels the text Description and Unit; the CSV headers are description and unit. Read the description and unit together rather than comparing quantities alone.
PDF issue details
- Project
- Issued estimate revision
- Publication ID
- Revision number
- Issued on
- Schedule entries
The CSV is a row table with the headers below; use the matching history entry to confirm which issue it belongs to.
04 / Understand the values
Keep measured, gross and planned quantities distinct
Measured quantity is the measured amount recorded for a row. Gross material quantity is the material amount recorded for the estimate and is what the CSV calls order_quantity. Planned quantity is a separately listed amount for a planned row. They describe different values; do not treat one as a replacement for another.
In the CSV, quantity_basis identifies a measured or planned row. The quantity field carries the corresponding measured or planned value: measured for calculated and scope rows, planned for planned rows. The PDF gives separate labels for measured quantity, gross material quantity and planned quantity. For a planned row, measured and gross material quantities, pack coverage and whole-pack count are not populated.
Kind
- PDF label
- Kind
- CSV header
row_type
`calculated` is a material entry from a calculated estimate line; `scope` is a material scope line; `planned` is a listed planned material quantity.
Description
- PDF label
- Description
- CSV header
description
Use the written description to identify the material or scope being recorded.
Unit
- PDF label
- Unit
- CSV header
unit
Read each quantity with its stated unit and check that unit against the tender documents.
Measured quantity
- PDF label
- Measured quantity
- CSV header
measured_quantity
The measured amount recorded for a measured row. The CSV also carries it in `quantity` when `quantity_basis` is `measured`.
Gross material quantity
- PDF label
- Gross material quantity
- CSV header
gross_material_quantityorder_quantity
The gross material amount recorded by the estimate. The CSV `order_quantity` carries this same value; it is not a complete purchase order.
Planned quantity
- PDF label
- Planned quantity
- CSV header
quantity_basisquantity
For a planned row, `quantity_basis` is `planned` and `quantity` carries the planned amount. The CSV has no separate `planned_quantity` column.
Pack coverage per pack
- PDF label
- Pack coverage per pack
- CSV header
pack_coverage_per_pack
The coverage amount per pack, when provided. Read it alongside the row unit.
Whole-pack count
- PDF label
- Whole-pack count
- CSV header
whole_pack_count
The whole-pack count calculated from gross quantity and coverage when both are provided.
Waste allowance percent; Waste allowance label; Waste allowance fixed amount
- PDF label
- Waste allowance percent; Waste allowance label; Waste allowance fixed amount
- CSV header
waste_allowance_percentwaste_allowance_labelwaste_allowance_fixed_amount
These fields report allowance details recorded for the row. They do not establish a default waste rate or a new allowance formula.
Note; Provisional
- PDF label
- Note; Provisional
- CSV header
noteprovisional
Review any note and provisional status. The PDF shows provisional as Yes or No; the CSV field is blank for planned rows.
05 / Check allowances and gaps
Treat missing values as unavailable information
In the PDF, a missing value is shown as Not provided. In the CSV, the corresponding cell is blank. Neither means zero and neither supplies a default. If a value matters to your tender review, check the drawings, specification and project information or raise the question through your normal project process.
Review any waste allowance percent, label or fixed amount that is present, as well as the note and provisional status. Do not infer a waste rate or fill a blank with a presumed allowance. If an approved issue has no schedule rows, its history entry has no PDF or CSV schedule download, and the status page says: “No material schedule rows are included in this approved issue.”
06 / Use it in tender review
Cross-check every entry against the project documents
- 01
Compare each description and unit with the matching tender scope, drawings and specification. Check the source drawing revision when the issue history shows it.
- 02
Review the measured, gross material or planned basis that applies to each row. Then check any notes, provisional flags, waste allowance fields, pack coverage and whole-pack count.
- 03
Read the issued estimate assumptions and exclusions alongside the schedule. Use them to identify questions or differences for your tender review; they do not replace your own checks against the project documents.
FathomTrowel outputs reflect the project information supplied, and detail is grouped only where that information supports it. Site verification, design responsibility, specification review and procurement advice are excluded unless separately agreed. Contractors retain their rates, commercial decisions and final bid. A schedule is not a site-verified quantity, complete purchase order, procurement recommendation or guarantee of order adequacy, final cost or tender outcome.
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