Reports Manager

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.

It should be noted that Preliminary Proposals, Formal Proposals, and Subcontractor Bid Requests all use identical structure and capabilities. The only difference between them is their title (which you may edit) and the category subheading and part texts defined in the Parts Tool. Therefore you are allowed three different report formats, and these are not limited to the preliminary/formal/subcontractor arrangement that may have been implemented in the sample database.