The second tab on the New Proposal Window is the Options Tab. This tab shows all of the Items within a Project in a tree structure similar to the Specifications Window - Tree View Tab. It also provides access to the Project Advanced Options Window – Proposal Tab where you may change defaults for how Proposals will print for a Project.
Layout: The Layout displays the Project hierarchy from the Specifications Window - Tree View Tab and allows you to edit the order that Locations, Groups, and Items appear on a printed Proposal. By default, the Items will be in Location Code order, followed by their Group, then with each Item in Reference Number order with its Group. To change the order, you can select and drag an Item, Group, or Location to the desired position. Locations can be arranged in any order. Items can be arranged in any order but only in their respective Group and Location. If you want to move the Item to another Location or Group, click the Edit Item button on the Proposal Tab and change the Location or Group as necessary. Note: Groups will only be displayed if the Item Groups option on the Company Advanced Options Window - General Tab is selected
Expand All: This button can be used to open each Location and Group within the Project to display all of the Items for rearranging in the layout area.
Undo Sort: This button will close all of the layout branches and puts the Items, Groups, and Locations in default order (i.e., Location Code, Group, then Item Reference Number order). Please note that all prior changes to the sort order of the Items, Groups, and Locations will be lost!
Show Tagged Only: Selecting this option causes the layout to only show Items you have currently tagged on the Proposal Tab.
Keep Description Together (Keep Desc. Together): This option is defaulted from the Company Advanced Options Window - Print Tab and determines whether or not Design Manager will split the Description of an Item over multiple pages of the Proposal. If Keep Description Together is selected, an Item will begin on a new page if it is determined that the Description would span over two pages. If the option is not selected, the Description will print to the bottom of the current page then continue on the subsequent page. The option is set for each Item individually to allow further flexibility in the appearance of the printed Proposal. Simply select the desired Item on the Layout Tree and set the option as desired.
Advanced: Clicking on this button will open the Project Advanced Options Window – Proposal Tab where printing defaults can be set for how Proposals will print for a Project. See the Project Advanced Options Window - Proposal Tab for a full description of the Proposal defaults.
Remarks: This optional field can hold Remarks that will print on the bottom of the Proposal. To view a Glossary of frequently used Remarks, click on the Search button when the cursor is in the Remarks field. The Remarks will default from the Remarks field on the Project Advanced Options – Proposal Tab but can edited as desired.