CostX automation

CostX custom reports with PascalScript, subdetail sheets, and NAV-ready exports

Build CostX custom reports that classify lines, respect workbook sequencing, and ship with brand-safe cover pages. We design the PascalScript, subdetail layouts, and Excel/PDF outputs so estimators can hand off rate build-ups without extra cleanup.

What we handle

  • PascalScript classification, visibility, and rate-factor logic.
  • Subdetail sheets, brand pages, and grouped bill-of-quantities views.
  • Excel exports aligned to NAV or ERP ingest rules.

Why it works

Scenario-aware masking keeps overridden totals clean, helper functions reduce rework, and templated headers/footers make approval packs ready on day one.

PascalScript Subdetail Branding
Request a CostX report build Talk with a CostX specialist

Capabilities

Everything needed for CostX custom reports

PascalScript automation

Automation

Classification, sequencing, and visibility rules tailored to your cost workbook.

  • Item/Resource/Text classification with predictable sequencing for exports.
  • Rate-factor handling that keeps totals consistent with NAV requirements.
  • Reusable helper functions so future report variants stay maintainable.

Subdetail & BOQ layouts

Reporting

Multi-level detail pages that stay readable for finance teams and site delivery.

  • Level 1–3 subdetail sheets with grouped rate build-ups and descriptive rows.
  • Bill of quantities views with toggles for quantities, UOM, unit rates, and totals.
  • Scenario-aware masking of values when overrides or factors are applied.

Brand-safe templates

Branding

Static company branding pages and cover sheets built into the report pack.

  • Lockups for logos, colour palette, and typography in pre-flight checked templates.
  • Consistent headers, footers, and signing blocks ready for client approvals.
  • Excel and PDF outputs that align with CostX 7.3 delivery expectations.

Scenario-aware outputs

Scenario rules we can implement

CostX 7.3

Client-ready vs internal detail

Configure when to show full rate build-ups and when to collapse lines into client-facing summaries so reports stay readable while internal checks remain available.

Override, tolerance, and variance handling

Apply rules for overrides, factors, and value thresholds so quantities, UOM, and rates are only exposed when they pass agreed tolerances or are needed for audit.

Grouping, sequencing, and classification

Drive workbook lines into stable item/resource/text groups, control ordering, and hide or reveal sections based on cost codes, phases, or work breakdown structure.

PascalScript excerpt

Classification, helper functions, and safe rate handling

We keep helper functions isolated, apply small epsilons to avoid rounding noise, and centralise group lists so future CostX report variants stay consistent. 

// Example CostX helper scaffold
// Drives line classification, sequencing, and visibility without touching workbook values.
var
  SequenceNum: Integer;
  Heading: string;
  RateTotal: Double;
  RateFactor: Double;

const
  RATE_TOTAL_EPSILON = 0.1;

function UpTrim(const S: string): string;
begin
  Result := UpperCase(Trim(S));
end;

Delivery flow

From workbook review to sign-off

  1. 1. Discovery & workbook review

    We review your current CostX workbook, naming conventions, and any export targets (NAV, ERP, Excel).

  2. 2. Script & layout build

    PascalScript classification, helper functions, and FastReport layouts for page, header, subdetail, and grouped sections.

  3. 3. Validation & handover

    Dry-run exports to Excel, console checks, and playbook notes so your estimators can extend future versions safely.

Start a scoped build View related services