Working with 6-Project Management > 6-10 Unitary Proposals > Creating unitary proposals
Learn more

Deleting unitary proposals

About displaying a unitary proposal recap

Exporting unitary proposal files

Importing unitary proposal files

How change orders affect budgets and proposals and subcontracts

About file and link Attachments on records

Creating unitary proposals

To create a unitary proposal:

  1. Open 6-10 Unitary Proposals.
  2. Using the data control, select the job.
  3. If relevant, in the Phase list, click the phase.
  4. In a bid list cell, right-click, then click Display Picklist Window.
  5. Create a Picklist of bid items, and then click the check mark button to insert them into the grid.
  6. In the grid, for each item:
    1. In the Unit cell, enter the unit of measurement.
    2. In the Quantity cell, enter the quantity of units of work to be performed.
    3. In the Unit Price cell, enter the cost per unit (including the overhead and profit).
  7. On the File menu, click Save.

Tip: If you anticipate changes and want to preserve the current proposal, set the original proposal.