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.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.