Additional Sorts may be added to the proposal template. The additional sorts that are available are Discipline, Phase and Make.
- Navigate to Proposal > Print Setup
- Under General Settings there is an option called Additional Sort. Check this box.
- Set the Sort Type option to Discipline.
- Set the Add Sort To option to Top.
- Set the Add Summaries option. The summary options are Show Labor Summary, Show Material Subtotal and Show Total.
- Use Proposal > Print or the Generate button to view the changes.
- 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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