About exporting files from 6-2 Budgets, 6-9 Proposals, and 6-10 Unitary Proposals

Depending on the type of work that you perform, you might need a few files or a large library. Careful thought should go into the creation of each file that you build. The mark of a good file is one that requires little modification. The more you have to change a file to suit a specific situation, the less time it saves you. Remember that a file can include as much or as little information as you want.

You can either use an existing record as the basis for a file or build a file completely from scratch. When using an existing record, most of the work is already completed. Simply recall the record, modify it to meet your needs, then export it as a file.

In the 6-2 Budgets, 6-9 Proposals, and 6-10 Unitary Proposals windows, you can create various kinds of files: a budget/proposal/unitary proposal file or a grid file. The former contains the information spanning all phases of a project, whereas the latter contains the information from a single grid.