Creating proposals from bid items

To create a proposal from bid items:

1. Open 6-9 Proposals.
2. Using the data control, select the job.
3. If the job uses phases, in the Phase drop-down list, select the phase.
4. Select Use Bid Items for proposal lines.
5. In the Bid Items cell, right-click, then click Display Picklist Window.
6. Create a Picklist of bid items, and click the check mark button to insert them into the grid.
7. For each bid item, enter the proposed amounts (including the overhead and profit) for each cost type.
8. Set the original proposal.
9. Click File > Save.