Working with 6-Project Management > 6-10 Unitary Proposals > Exporting and Importing Unitary Proposal Files > Exporting unitary proposal files
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Creating unitary proposals

Importing unitary proposal files

About file and link Attachments on records

Exporting unitary proposal files

You can create a file from an existing proposal.

Important! Files are specific to the company in which you save them.

To export a unitary proposal file:

  1. Open 6-10 Unitary Proposals.
  2. In the data control box, enter the job number for the proposal that you want to use.
  3. In the Phase list, click the phase. Edit the content of the phase as needed.
  4. On the Options menu, point to Export, and click Proposal File.
  5. Name the file, and click Save.

Tip: Instead of using a proposal from an existing job, you can create a new proposal.