Working with 6-Project Management > 6-9 Proposals > Creating proposals from cost codes

Creating proposals from cost codes

To create a proposal from cost codes:

1 Open 6-9 Proposals.
2 Using the data control, select the job.
3 If the job uses phases, in the Phase drop-down list, select the phase.
4 Select the Use Cost Codes for proposal lines option.
5 In a Cost Code cell, right-click, then click Display Picklist Window.
6 Create a Picklist of cost codes, and click the check mark button to insert the list of cost codes into the grid.
7 For each cost code, enter the proposed amounts (including the overhead and profit) for each cost type.
8 Set the original proposal.
9 On the File menu, click Save.

Links to more information . . .

Creating proposals from budgets

Creating proposals from bid items

Setting the original proposal

More resources

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