Can I sort my proposal by Discipline and then Room?

John Coffin

Additional Sorts may be added to the proposal template. The additional sorts that are available are Discipline, Phase and Make.

  1. Navigate to Proposal > Print Setup
  2. Under General Settings there is an option called Additional Sort. Check this box.
  3. Set the Sort Type option to Discipline.
  4. Set the Add Sort To option to Top.
  5. Set the Add Summaries option. The summary options are Show Labor Summary, Show Material Subtotal and Show Total.
  6. Use Proposal > Print or the Generate button to view the changes.
  7. Click the Save as Template button to use New Template or Override Template to create a new custom proposal template or update the existing proposal template.

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