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:

1. Open 9-5 Takeoffs.
2. In the Takeoff Launch window, double-click a job to start a takeoff.

3. On the Export menu, point to Proposal, and then select of the following commands:

   • By Cost Code.
   • By Bid Item.
4. Close 9-5 Takeoffs.
5. Open 6-9 Proposals.
6. In the data control box, enter the job number for the proposal that you want to view.