Tag Items for a Proposal Window

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Clicking on the Tag button tag on the New or Edit Proposal Windows will open the Tag Items for a Proposal Window.

tag items for a proposal window

 

This window contains the  following options for "tagging" or selecting Items to be included on a Proposal:

 

All (Not Proposed):  Selecting this option will tag only those Items that have not yet appeared on a Proposal.

 

All (Including Proposed): Selecting this option will tag all of the Items in a Project, including Items that have already appeared on a Proposal if the Show All option on the New or Edit Proposal Window is selected.

 

Location: Selecting this option will tag all Items within a desired Location within a Project that have not yet been included on a Proposal.  Type a Location Code into the field.  To search for a Location, click on the Search button in the lower left corner of this window.

 

Group: Selecting this option will tag all Items within a desired Group within a Project that have not yet been included on a Proposal.  Type the Group code into the field or use the Search button to find the desired Group.  This option will only be available if the Item Groups option on the Company Advanced Options - General Tab has been selected.

 

Item: To tag a specific Item or a continuous range of Items in a Project, enter the desired Item Reference Number(s) into the starting and ending Reference Number fields.   This feature is especially useful when trying to tag one Item out of many in a Project.  To search for an Item, click on the Search button in the lower left corner of this window.

 

Status:  All Items of a specific Item Status Type can be selected simultaneously by using this option.  Tagging by Status is particularly useful to select all Items with a Status such as Specifying in order to include them on a Proposal for the Client's approval.

 

Specification Code Prefix: This option will allow you to tag Items with a specific Spec. Info - Spec/Template No. code.

 

Untag All: This option will untag or deselect all Items on the New/Edit Proposal Window.