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To change an alternate to a component

You may want to change an alternate to a component to include its part/pricing information in the contract for your customer. By doing so the alternate will appear in neither the alternate list section of proposals nor the Cost Status Report. Instead, the part information and costs will be reflected in the project specifications section of the proposals and base bid. When an alternate with the status Accepted is changed to a component, the markup value of the project will be adjusted (if necessary) so that the new base bid is always equal to the previous base bid plus the price of the alternate.

  1. Load the project for which you want to change an alternate to a component. This is done within the Customers Manager.
  2. Select the alternate that you want to change to a component from the Alternate/Component List.
  3. Click the Edit button beneath the Alternate/Component List.
  4. The Alternate will now open in the window. At the top of the screen click the Component side of the Component/Alternate switch.
  5. Click the Save button.
  6. Click the Close button to return to the Project contents. Notice that the part information that was previously contained in the alternate is now displayed in the Project Manager main window.

See Also

Basic Operations

To change a project title

To change a project description

To duplicate a project

To add parts to a project

To add an alternate to a project

To delete an alternate

To edit an alternate

To add a component to a project

To delete a component

To edit a component

To change a component to an alternate

To refresh the prices of a project

To view the time card totals

To change a project's markup