Creating proposals from budgets
To create a proposal from a budget:
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2
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Using the data control bar, select a specific job. |
Important!
Only four of the buttons in the data control activate areas in 6-9 Proposals: First, Previous, Next, and Last.
The Display Lookup drop-down arrow displays the Accounts Receivable Lookup window, and the detail button displays the 3-5 Jobs (Accounts Receivable) window.
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3
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In the Phase list, click the phase. |
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4
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Under Proposal Basis, click Cost Codes. |
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5
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On the Options menu, point to Import and click Budget. |
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6
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In the Overhead/Profit by Cost Type dialog box, enter the overhead and profit rates for each cost type. Then click OK. |
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7
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Adjust the individual amounts to reflect what you want to charge the client. |
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8
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On the File menu, click Save. |
Tips:
- To reapply the overhead and profit rates, delete the current proposal and import the budget again.
- If you anticipate changes and want to preserve the current proposal, set the original proposal.