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This is the screen from which you are able to generate the different types of proposals. Additionally, this is where you may make final alterations to the proposal contents before you view the report. You can modify the text automatically inserted to create the project specifications section of the report directly from this screen.
Feature |
Function |
1 Customer Name |
Displays the name of the customer for whom the loaded project was created. |
2 Report Projects List |
Displays all of the projects you selected to be incorporated within the boilerplate screen. |
3 Project Description Box |
Displays the description of the project that is selected in the Report Projects List. |
4 Payment Schedule List |
Lists the different payment schedules available. You may select the payment schedule you want to include in the report from this list, or select EXCLUDE. These items may be edited using the Schedule Editor button. |
5 Category List |
Displays all of the part categories. The categories that have parts in the selected project are automatically checked to be included in the report. |
6 Category Subheading Box |
Displays the category subheading that will appear beneath the category heading in the report. You may edit the default text within this box or add items using the Quick Text button. |
7 Category Part Contents List |
Displays the parts included in the report for the category selected in the Category List, as well as the part text associated with the part that has been selected from the Category Part Contents List. You may click and edit the text in the Report Text column. |
In This Section |
See Also |