Creating proposals from cost codes

To create a proposal from cost codes:

  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 the Use Cost Codes for proposal lines option.
  5. In a Cost Code cell, right-click, then click Display Picklist Window.
  6. Create a Picklist of cost codes, and click the check mark button to insert the list of cost codes into the grid.
  7. For each cost code, enter the proposed amounts (including the overhead and profit) for each cost type.
  8. Set the original proposal.
  9. Click File > Save.