Exporting proposal grid files

Be aware that Sage 100 Contractor only creates a file for the currently displayed grid and that files are specific to the company in which you save them.

To export a proposal grid file:

  1. Open 6-9 Proposals.

  2. In the data control, click the drop-down arrow to display a Lookup window with a list of jobs.

  3. Double-click the job from which you want to make a proposal.

    Data from the job fills the grid.

  4. If you are exporting a proposal for a Phase, select the phase.

  5. On the Options menu, point to Export, then click Grid File.

    The Export template proposal grid file opens.

  6. Name the file, and click Save.

Tip: Instead of using a proposal from an existing job, you can create a new proposal.