Creating proposals from cost codes
To create a proposal from cost codes:
- Open 6-9 Proposals.
- Using the data control, select the job.
- If the job uses phases, in the Phase drop-down list, select the phase.
- Select the Use Cost Codes for proposal lines option.
- In a Cost Code cell, right-click, then click Display Picklist Window.
- Create a Picklist of cost codes, and click the check mark button to insert the list of cost codes into the grid.
- For each cost code, enter the proposed amounts (including the overhead and profit) for each cost type.
- Set the original proposal.
- Click > .