Job Description
I have an existing Excel workbook that:
Takes measurements as inputs
Calculates required materials based on those measurements
Generates a cutsheet for fabrication (exact lengths to cut)
Builds a materials list for ordering
Calculates job costs and selling price
Produces a customer-facing agreement and invoice
The workbook functions but needs to be cleaned up, centralized, and made more user-friendly.
Scope of Work
1. Clean & Protect
Separate input cells from outputs (color/shade inputs, lock formulas).
Add data validation (dropdowns, error checks).
Protect formulas so they cannot be overwritten.
Set print areas so reports export cleanly.
2. Centralize Rules
Move all “growth” or adjustment rules (e.g., +1" to track, −½" deduction, rounding for rods, etc.) into a single Rules Table.
Ensure Cutsheet and Materials List reference this table so adjustments are simple.
3. Materials & Ordering
Ensure the materials list accurately rolls up linear feet and counts by component.
Add editable waste factors (e.g., 5% extra for extrusion, 10% for rods).
Create a clean summary sheet for ordering (e.g., “Order X LF component A, Y LF component B, Z hardware items”).
4. Pricing & Costing
Centralize all costs, labor rates, tax, and markups into a Pricebook sheet.
Update pricing formulas so everything pulls from Pricebook.
Ensure totals flow correctly to cost summary, sales agreement, and invoice sheets.
5. Documentation & Reliability
Add an “Admin Guide” inside the workbook (how to update costs, rules, waste factors).
Clean up or remove broken named ranges.
Deliver a protected master template ready for daily use.
Deliverables
Updated workbook with:
Centralized Rules Table
Centralized Pricebook
Locked and protected formulas
Clean input/output separation
Polished reports (Cutsheet, Materials List, Pricing, Agreement, Invoice)
Short admin guide (1–2 pages) explaining how to update rules and costs
Requirements
Advanced Excel (formulas, named ranges, data validation, protection, clean structure).
Experience building manufacturing calculators, fabrication cut lists, or construction estimating tools.
Strong ability to document changes and explain logic clearly.
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