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Proposal/Estimate

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Creating the Proposal

Franz right-clicks the project and selects “Open Project in SI Text”:

File:Si5_Tutorial/Proposal/image001.jpg

The project opens:

File:Si5_Tutorial/Proposal/image002.jpg

Since this is a retro-fit, he needs to make an adjustment to the labor hours since all of the Rough-In wire and cable in their database has the labor set based on new construction.  He selects D-ToolsàOptions then selects “Rough-In” from the dropdown.  He adjusts the difficulty factor from 100% to 150% which means that he is charging 50% more hours than is associated with each in the Product database.  

File:Si5_Tutorial/Proposal/image003.jpg

After that, Franz uses the [+] next to “Products” to expand the list and notices that the hierarchy of how the Products list begins with Category. 

File:Si5_Tutorial/Proposal/image004.png

His preference it to have the Products list by ManufactureràModel Number.  He clicks the ProdExp Manage Your Product Explorer button and makes the adjustment:

File:Si5_Tutorial/Proposal/image006.png

He then begins adding Products to the Project DataMatrix (PDM) by dragging and dropping:

File:Si5_Tutorial/Proposal/image007.png

He gets a message stating that the Unit Price is missing:

File:Si5_Tutorial/Proposal/image008.png

He chooses [Yes] and the SI Product Properties form opens with the Price tab selectd.  He clicks the Price tab and, after verifying the pricing with Marge, makes the adjustment:

File:Si5_Tutorial/Proposal/image009.png

While inside of the Properties, he decides to assign the Location and Zone for the product.  To do this he clicks the Description tab and then selects the proper Location and Zone.  When finished he clicks [Save].

File:Si5_Tutorial/Proposal/image010.png

He then continues to add Products to the PDM by dragging and dropping until he has all of the Products that he feels completes the Project.  When he dragged wire to the PDM, he was prompted to select a Head End, wire length, and a terminal start/end:

File:Si5_Tutorial/Proposal/image011.png

When Franz is finished, the proposal looks like this:

File:Si5_Tutorial/Proposal/image012.jpg

Although he has been saving frequently (that just might be sage advice), he clicks Text - Save one more time then closes the Project by selecting File->Exit:

File:Si5_Tutorial/Proposal/image014.png

The project displays in the project grid.  The project is still checked out to Franz. This is indicated in the Checked Out To column.

File:Si5_Tutorial/Proposal/image015.jpg

In order to allow other users access to the project, Franz selects the project right-clicks and selects “Check In” (he could have also used the “Check In this project” link):

File:Si5_Tutorial/Proposal/image016.jpg

 

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Last modified
16:39, 26 Nov 2013

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