1

Open 6-2 Budgets.

2

On the Options menu, point to Export, then click Budget File.

3

Name the file, then click Save.

Note: Files are specific to the company in which you save them.

Note: You can create a file from an existing proposal. Sage 100 Contractor only creates a file for the currently displayed grid. Files are specific to the company in which you save them.

1

Open 6-9 Proposals.

2

In the data control box, enter the job number for the proposal that you want to use.

3

In the Phase list, click the phase, then edit the content of the phase.

4

On the Options menu, point to Export, and then click Proposal File.

5

Name the file, and click Save.

Tip: Instead of using a proposal from an existing job, you can create a new proposal.

Important! Files are specific to the company in which you save them.

1

Open 6-10 Unitary Proposals.

2

In the data control box, enter the job number for the proposal that you want to use.

3

In the Phase list, click the phase. Edit the content of the phase as needed.

4

On the Options menu, point to Export, and click Proposal File.

5

Name the file, and click Save.

Tip: Instead of using a proposal from an existing job, you can create a new proposal.

Note: This functionality is available only if you have the Estimating Module.

Consider the following points before exporting takeoffs to files:

• You can make a file containing most all the assemblies and parts necessary, or you can make one containing a simple outline.
• Instead of using an existing takeoff, you can create a new takeoff for the file.

1

In the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.

2

In the Takeoff Launch window, double-click a job to launch a takeoff.

3

Do the following for each grid:

a

Delete any unwanted assemblies or parts.

b

Delete any unnecessary values for variables.

c

Delete any unnecessary quantities.

4

On the Export menu, click Takeoff File. The Save File window opens.

5

Name the file, and click Save.

Important! Scheduling files cannot contain job numbers or phases.

1

Open 10-3 Schedules.

2

To create a file from a phase in an existing schedule, do the following:

a

In the data control box, enter the job number.

b

In the Phase list, click the phase.

c

Edit the content of the phase.

Tip: Instead of using a schedule from an existing job, you can create a new schedule.

3

On the Options menu, point to Export 10-3, then click Grid File.

4

Name the file, then click OK.

Note: Files are specific to the company in which you save them.