Index

add

component to a project

payments to a project

part category

part from duplicate

part to library

parts to a template

template from duplicate

Adding Manner

function

alternate

adding to a project

changing a component to an alternate

changing an alternate to a component

definition

deleting

editing

alternate list

Amount Due

application

skin

Application Database Path

function

To define system settings

Update Tool

Application Skin Selection

function

Auto-backup the Database Setting

function

To define system settings

Update Tool

Automatically Select Skin Setting

function

backup

database

auto-backup setting

default folder

Basic Operations

boilerplate

adding a heading

changing heading order

definition

deleting headings

editing heading title

editing text

Boilerplate Heading List

function

Boilerplate Heading Title Box

function

Boilerplate Screen

Boilerplate Text Box

function

company information

company logoSee logo

COMPANY OR SUB-CONT

COMPANY UNIT COST

Example template: bathroom

Component

changing a component to an alternate

changing an alternate to a component

definition

deleting

editing

cost

editing part's cost

Cost Formula Info

defining a part

Cost Status Report

creating

format

create

proposal

new template

part master list

payment schedule

customer

deleting

entering a new

Customer Data

function

Customer Name

function, Boilerplate Screen

function, cost status report screen

function, proposal screens

Customer Name List

function

Customer Notes

function

Customer Project List

function, Boilerplate Screen

function, Customers Manager

Customers Manager

general function

data

importing

database

application database path location

auto-backup

backing up

changing

default backup folder

restoring

sharing

Default Database Backup Folder

function

To define system settings

Update Tool

Default Image Folder

function

To define system settings

Update Tool

delete

alternate

boilerplate heading

component

part category

part from library

payment schedule

template

description

editing a part's description

Display Window

function

duplicate

part

template

to duplicate a project

edit

alternate

component

part category

part quantity formula values in template

payment schedule

Example

example template

Existing Category List

function

Export

using Part Export WIzard

File Menu

Menu Bar Items

FINISH HOURS

font

changing report font

formal proposal

creating

Formal Screen

using

FORMAL TEXT

Global Material Multiplier Editor

using

group

projects in reports

headings

boilerplate, adding

boilerplate, changing order

boilerplate, deleting

HLR

Hourly Labor Rate (HLR) Editor

HLRSee hourly labor rate

hourly labor rate

changing HLR's

editing part's HLR

Hourly Labor Rate Editor

hourly multiplier

editing part's hourly multiplier

How templates work

image

default image folder

editing a part's image

Import

importing data

Using Part Import WIzard

importing

structuring CSV file

Importing data

incorporate

projects into reports

Intro boilerplate

Introduction

layout

program layout

library

adding part

adding part from duplicate

deleting part

logo

defining company logo

Managers, General Functions

Manager

Project

Reports

Managers

function

general functions

markup

changing a project's markup

changing default percentages

master list

material multiplier

editing a part's material multiplier

Menu Bar

function

Menu Bar Items

Utilities

My Company Info

network

sharing database

New Category Description

function

New Category Ranking

function

New Heading

function

Options Tool

general function

HLR Editor

My Company Info

Options Tool

Preferences

Reports Settings

Time Card Editor

Outro boilerplate

Paid To Date Amount

part

adding a part category

adding to library

adding to library from duplicate

changing rank of categories

creating master list

deleting from library

deleting part category

editing

editing a part category

editing part quantity formula values in a template

using cost formula info.

PART CODE

PART DESCRIPTION

Part Editor

Part Export Wizard

using

Part Image Path

Part Import Wizard

using

Part List

part quantity formula

editing values in a template

PART UNIT TYPE

Parts Tool

general function

Parts Tool

Payment Amount Box

function

Payment Comment Box

function

Payment Date Box

function

Payment History

function

payment schedule

creating a new

deleting

editing

Payment Schedule List

function

payments

adding to a project

Preferences

changing rounding preferences

Preferences

To change the rounding preferences

preliminary proposal

creating

Preliminary Screen

using

PRELIMINARY TEXT

Print Report icon

program

layout

Program Layout

project

adding a component

adding a part

adding an alternate

adding parts with Template View

adding payments

creating a new

deleting

incorporating into a report

refreshing prices

project cost

Project Description

changing

Project Manager, Template View

Project Description Box

function, Boilerplate Screen

function, proposal screens

Project Manager

general function

Project Manager

Project specifications

Project Title

changing

Project Total Cost

proposal

format

proposal text

editing a part's proposal text

Quick Text button

Quickbooks

integrating with Quickbooks Pro©

rank

editing a part's rank

Refresh Prices Button

refreshing prices of a project

remove

parts from a template

report

incorporating projects

printing

subdividing or grouping

Report Projects List

function, cost status report screen

function, proposal screens

Report Viewer

Close Viewer icon

Export Report icon

Go to First Page icon

Go to Last Page icon

Go to Next Page icon

Go to Previous Page icon

Goto Page icon

Page Setup icon

Print Report icon

Refresh icon

understanding the icons

Zoom icon

Reports Manager

Reports Settings

restore

database

ROUGH-IN HOURS

scheduleSee Payment Schedule

rounding

changing preferences

Schedule Editor

using

settings

defining system settings

skin

changing

Standard View vs. Template View

Structuring a CSV file for importing

SUB-CONT UNIT COST

SUBCONT TEXT

subcontractor bid request

creating

Subcontractor Screen

using

subdivide

projects in reports

Subdivision Setting

function

Submitted By

Submitted To

SUPPLIER CODE

System Overview

template

adding parts

creating

deleting

editing part quantity formula values

example template

how they work

removing parts

Template Contents Preview

function

Template Description Box

function, Template View

Template List

function

function, Template View

Template Quantity Box

function

Template Title Box

function

Template Unit Type

To add a component to a project

Template View

adding parts to a project

Templates Tool

general function

Templates Tool

time card

setting up

viewing time card totals

Time Card Editor

setting up time card

To add a new boilerplate heading

To add a new part to the library

To add a part category

To add a part to the library from a duplicate

To add a template from a duplicate

To add an alternate to a project

To add parts to a project

To add parts to a project using the Template View

To add parts to a template

To add payments to a project

To backup your database

To change a project's markup

To change a component to an alternate

To change a project description

To change a project title

To change an alternate to a component

To change the application skin

To change the default markup percentage

To change the font used in the reports

To change the hourly labor rates

To change the order of boilerplate headings

To change the program database

To change the project sections title

To change the rank of part categories

To change the report title

To change the rounding preferences

To change the text inserted when the “P” button is pressed in the Part Editor

To change your company information

To change your company logo

To create a cost status report

To create a new payment schedule

To create a new project

To create a new template

To create a part master list

To create a preliminary proposal, formal proposal, or subcontractor bid request

To define system settings

To delete a boilerplate heading

To delete a component

To delete a customer

To delete a part category

To delete a part from the library

To delete a payment schedule

To delete a project

To delete a template

To delete an alternate

To duplicate a project

To edit a boilerplate heading title

To edit a component

To edit a part category title

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

To edit a part's cost, hourly multiplier, hourly labor rate, or material multiplier

To edit a payment schedule

To edit an alternate

To edit boilerplate text

To edit part quantity formula values of parts in a template

To enter a new customer

To include/exclude the “Submitted By” section in reports

To include/exclude the “Submitted To” section in reports

To include/exclude the alternate list in reports

To include/exclude the project cost in reports

To include/exclude your company logo in reports

To incorporate a project into a report

To load a project

To refresh the prices of a project

To remove parts from a template

To restore your database

To set up your time card

To share the program database over a network

To subdivide or group projects within a report

To update part prices

To use the Cost Formula Info when defining a part

To use the Global Material Multiplier Editor

To use the Part Export Wizard

To use the Part Import Wizard

To view the time card totals

Tool

Options

Tools

function

Tools, General Functions

Undecided Alternates