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:
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Open 6-9 Proposals.
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In the data control, click the drop-down arrow to display a Lookup window with a list of jobs.
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Double-click the job from which you want to make a proposal.
Data from the job fills the grid.
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If you are exporting a proposal for a Phase, select the phase.
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On the Options menu, point to Export, then click Grid File.
The Export template proposal grid file opens.
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Name the file, and click Save.
Tip: Instead of using a proposal from an existing job, you can create a new proposal.