Learn more
About displaying a unitary proposal recap
Exporting unitary proposal files
Importing unitary proposal files
How change orders affect budgets and proposals and subcontracts
Creating unitary proposals
To create a unitary proposal:
- Open 6-10 Unitary Proposals.
- Using the data control, select the job.
- If relevant, in the Phase list, click the phase.
- In a bid list cell, right-click, then click Display Picklist Window.
- Create a Picklist of bid items, and then click the check mark button to insert them into the grid.
- In the grid, for each item:
- In the Unit cell, enter the unit of measurement.
- In the Quantity cell, enter the quantity of units of work to be performed.
- In the Unit Price cell, enter the cost per unit (including the overhead and profit).
- Click > .
Tip: If you anticipate changes and want to preserve the current proposal, set the original proposal.