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This allows you to generate customized reports/proposals for projects based on the part content used to create the customer's estimate within the Project Manager. Reports are generated for a specific customer, but may simultaneously incorporate any number of projects that have been created for that customer in either a subdivided or grouped-together format.
The boilerplate screen allows you to determine which standardized headings or projects you want to include in the report. The Reports Manager generates Preliminary Proposals, Formal Proposals, Subcontractor Bid Requests, and Cost Status Reports. These reports may be viewed within the program and then either printed or exported to a variety of file formats for further editing or distribution.
Click here for details on how to use specific aspects of the Reports Manager.
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