Previous Topic

Next Topic

Book Contents

Book Index

Using the Part Editor

This is the screen from which you may access all of the part information that may be edited, including a part's category, description, unit type, etc… Unlike the primary screen of the Parts Tool, from this screen you can edit only one part at a time.

Feature

Function

1 Category List

Identifies the category to which the part belongs.

2 Part Description Box

Displays the part description.

3 Cost Formula Info

Identifies the part's unit type and cost formula data.

4 Preliminary Part Text Box

Defines the text associated with the part for display in the project specifications section of the Preliminary Proposal.

5 Formal Part Text Box

Defines the text associated with the part for display in the project specifications section of the Formal Proposal.

6 Subcontractor Part Text Box

Defines the text associated with the part for display in the project specifications section of the Subcontractor Bid Request.

7 Auto Text Buttons

Automatically insert key text snippets to minimize the amount of typing necessary. The text associated with each of the buttons is as follows:

P = "Provide and install " - this is the default text, but may be edited with the Options Tool, under Preferences/Miscellaneous.

Q = "[qty]" - this text takes on the actual numeric value of the quantity of this part included in the project when the proposal is generated.

U = "units of " - this inserts the plural text of the unit type of the part, followed by the word "of".

D = "part description" - this inserts the part's description.

8 Part Rank Info

Determines the placement of the part relative to the other parts in the category.

9 Part Image Info

Defines the image and caption associated with the part for implementation under the Image Gallery outro boilerplate heading that may be implemented in the proposals.

10 Conversion Helper

Helps you convert Units/Hr into the correct format for the Hourly Multiplier (Hrs/Unit).

11 Part Entry Data Preview

Allows you to preview how your cost formula settings will be calculated when the part is entered into a project with the Project Manager. You may not use this to add parts to a project.

In This Section

To use the Cost Formula Info when defining a part

To add a new part to the library

To add a part to the library from a duplicate

To edit a part's category, description, unit type, proposal text, rank, or image

See Also

Parts Tool

Basic Operations

Using the Category Editor