Using the boilerplate screen

The term "boilerplate" refers to standard contract terminology and clauses that are not subject to frequent change. The boilerplate screen is the default screen loaded when you click the Reports Manager icon. This is where you define the general contents for your report, including which projects and boilerplate headings you want to incorporate. Settings defined here pertain to all of the different report types: Preliminary Proposal, Formal Proposal, Subcontractor Bid Request, and Cost Status Report. The boilerplate headings/text, however, are not included in the Cost Status Report.

Feature	Function
1 Customer Name	Displays the name of the customer for whom the loaded project was created.
2 Customer Project List	Displays a list of all the projects that have been created for the customer. You may check or un-check which projects you want to include in the reports.
3 Project Description Box	Displays the descriptions of the projects that have been selected in the Customer Project List.
4 Subdivision Setting	If there is more than one project selected in the Customer Project List, this setting determines whether the projects will be subdivided or grouped together in the reports.
5 Icon for access to Preliminary Proposal	Click this icon to access the Report Manager, Preliminary Proposal screen.
6 Icon for access to Formal Proposal	Click this icon to access the Report Manager, Formal Proposal screen.
7 Icon for access to Subcontractor Bid Request	Click this icon to access the Report Manager, Subcontractor Bid Request screen.
8 Icon for access to Cost Status Report	Click this icon to access the Report Manager, Cost Status Report screen.
9 Boilerplate Heading List	Displays a list of the boilerplate headings. You may change the headings, boilerplate text, order of headings, and determine which categories are to be included in the reports from this screen.
10 Boilerplate Heading Title Box	Displays the Heading Title of the boilerplate heading that has been selected from the Boilerplate Heading List.
11 Boilerplate Text Box	Displays the text associated with the boilerplate heading that has been selected from the Boilerplate Heading list.
12 New Heading	Allows you to create a new boilerplate heading.

In This Section

To incorporate a project into a report

To subdivide or group projects within a report

To edit a boilerplate heading title

To edit boilerplate text

To change the order of boilerplate headings

To add a new boilerplate heading

To delete a boilerplate heading