Estimating Print Forms

Feature

It's now possible to add more info to the breakdowns in printed forms for Estimates.

Suggested By

Side benefit from a user request for a different feature.

How to Use

Printed Forms layouts can now include any columns that can appear in an estimate breakdown-- including optional fields such as comments, start time and end time.

To add more estimate fields to a printed form breakdown, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
2. Click on the Transaction popup field at upper left, and choose Estimates.
3. Click on the breakdown table in the form.
4. Choose Field Properties from the Format menu.
5. In the Listed Items list on the left, choose Estimate Cat Breakdown or Estimate Item breakdown.
6. Choose the columns you want to display in the Details list on the right.
7. Click OK.

HINT-- You can still use the Cost Breakdown table if you don't need any of the fields that are only in the Estimate Breakdown choices. That choice does have an advantage, because it can show values for any type of breakdowns.

Technical Details

In versions prior to 3.1 we did not have the option to use specific estimate breakdowns. That means that fields that are only in estimate breakdown tables could not appear in reports.

For other changes in version 3.1, click here.