Exporting takeoff prices to part prices
Exporting takeoff grids to files
Exporting budgets from 9-5 Takeoffs to 6-2 Budgets
Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders/Invoices/Credits
Exporting proposals from 9-5 Takeoffs to 6-9 Proposals
Note: This functionality is available only if you have the Estimating Module.
You can export takeoffs from 9-5 Takeoffs to a proposal in 6-9 Proposals either by bid item or by cost code.
If there is an override, markups, or a locked Bid Amount, the difference between the Bid Amount and the Ext. Price Total is spread proportionally among all the proposal lines created in the export.
To export a proposal from 9-5 Takeoffs to 6-9 Proposals:
- Open 9-5 Takeoffs.
- In the Takeoff Launch window, double-click a job to start a takeoff.
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On the Export menu, point to Proposal, and then select of the following commands:
- By Cost Code.
- By Bid Item.
- Close 9-5 Takeoffs.
- Open 6-9 Proposals.
- In the data control box, enter the job number for the proposal that you want to view.