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Export Proposal – Step 4

Export proposal to job cost wizard: Step 3

In this step, you can choose to generate the proposal by Cost Code or Bid Item.

If you select Bid Item, you need to specify which estimate sort level represents the bid item in Sage 100 Contractor. The Bid Items Sort Level list box contains all available estimate sort levels.

Choosing Bid Item also displays an option to include Sage 100 Contractor Phase as a sort level for the proposal.

To export a proposal – Step 3:

  1. For the Export Proposal by option, select Cost Code or Bid Item.
  2. If you selected Bid Item, select the estimate sort level to designate as the Sage 100 Contractor bid item from the first list box.
  3. (Optional) Select the Include an estimate sort level to be used as a Sage 100 Contractor Phase checkbox, if desired.
  4. If you selected the checkbox, select a specific sort level to use as the phase from the second list box.
  5. Click [Next].