To create a preliminary proposal, formal proposal, or subcontractor bid request
Review the information provided in the section Using the boilerplate screen by clicking here.
Determine which project(s) you would like to incorporate into the proposal. See the instructions from the section To incorporate a project into a report by clicking here Reports may incorporate any number of projects, provided that they were created for the same customer..
Click on the appropriate icon beneath the Reports Manager icon to access the screen for the type of report you want to create.
If you want to include a payment schedule select one from the Payment Schedule List or select EXCLUDE. If none have been created yet, you will need to create one with the Schedule Editor button.
Click the View Report button to immediately view your report, or proceed with the following steps for more advanced options:
The data contained in this screen only pertains to one project at a time, even if multiple projects were selected to be incorporated into the proposal. Select a project title from the Report Projects List to load its data.
Review the contents of the Category List. The program automatically selected each of the categories that have one or more parts contained in the selected project. You may choose to include/exclude categories by checking/un-checking the boxes alongside each category heading.
Highlight a category heading. The category's default subheading will automatically be displayed in the Category Subheading Box. You may edit this text if desired (remember to click the Save button when finished). You may choose to use the Quick Text button if you are entering text here that you may use again in other projects.
The Category Part Contents List displays the parts belonging to the category that has been selected in the Category List. Select one of the parts to view its associated report text. This is displayed in the Part Text Box. You may edit this text if desired (remember to click the Save button when finished).
