The Contract Amount of the Project Setup document has a relationship with the revenue amount on your Budget. If you enter an Item on the Project Setup document and then
The Contract Amount of the Project Setup document has a relationship with the revenue amount on your Budget. If you enter an Item on the Project Setup document and then
Once the status of the Initial Budget (or the As Bid Budget) document has been changed to Approved, the “Original Budget” amounts can no longer be edited. Revisions to the
When a Budget document is created automatically, the Budget Type field indicates what created the Budget. By default, the Budget Type can be any of the following: Project If created
Project contingency accounts are frequently used to accommodate unexpected costs during a project’s life cycle. Funds are often redistributed so the net change of revenue or costs remains zero. A
Budget documents and corresponding BFA workbooks that have been Approved (or Cancelled) are available for review only. To review a prior Budget: Begin at the appropriate Budget Dashboard. On the
ATC: SEND FROM email TO email SUBJ text; BODY variable options This command sends an email to the person or persons specified. “Route Via” is not relevant and contacts without
ATC: TARGET tablename option This command sets the Target table row for subsequent ATC: IF and ATC: SET commands. tablename is required and denotes the table to be used (e.g. DocItem). option
Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project, and it is often the first document created in a
To create a Bid document: From the Site Menu select Create Document. From the Crete a New Document pop-up window, select Create Bid. A Bid document window will open. If
Estimate documents largely serve as “wrappers” for routing attached estimate workbooks in Microsoft Excel. An Estimate document is usually created before ir in the earliest stages of a project. Estimate