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To add a component to a project

Parts contained within a component are included in the main window and calculated into the project base bid value exactly like parts entered directly, but are kept separate for unique editing/viewing capabilities.

  1. Load the project into which you want to add a component. This is done within the Customers Manager.
  2. Click the Add Component button beneath the Alternate/Component List. The screen is now occupied with your new alternate. Notice that the screen contents are very similar to that of the project; the bold font saying, "Component" in the top left of the screen denotes the difference. There is also no Alternate/Component List within the component screen, for it is not allowed to create an alternate or component within a component. If you want to do this you must create a new component from scratch.
  3. Type in a component description in the Description Box and click the Save button to save this text.
  4. Enter all of the desired parts into the component just as you would a typical project. You are not allowed to define a markup for the component because it will automatically share the same markup percentage as the rest of the parts within the Main Window.
  5. Click the Close button to view the project with the new component displayed in the Alternate/Component List. The part contents of the component will now be displayed in the main window and all of the respective part costs will be incorporated into the project's base bid.

See Also

Basic Operations

To change a project title

To change a project description

To add parts to a project

To add an alternate to a project

To delete an alternate

To edit an alternate

To delete a component

To edit a component

To change an alternate to a component

To change a component to an alternate

To refresh the prices of a project

To view the time card totals

To change a project's markup