Home > SI Documentation (v16) > User Guide > Projects > Project Editor > Optional Items

Optional Items

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The Optional check box for items allows you make any item within a Project optional. Optional Items are only displayed on Proposal reports and their pricing is not calculated into any totals on the report. Options allow you to add additional "add-on" items to a Project.


The Optional setting is not stored in the Catalog, it is Project specific. Once added to a Project, Products, Labor Items, and Packages will have the "Optional" option on the General tab when editing the item:


optional checkbox.jpg


When you mark a Product or Labor Item as Optional, any Accessories to the items will also be marked as Optional:


optional accessory.jpg


The same is true for items within a Package:


optional package item.jpg


Optional items display in the Project grid with a green background but you can change this color in your Application Settings.


project grid.jpg

Discarding Optionals


If at any time you want to remove Optional Items from a Project you can remove just selected or all Optional Items via the Tools tab:


discard optionals.jpg



The only reports that "recognize" Optional Items are the Proposal reports in SI. Optional Items display at the end of each grouping on the report with the title "Additional Options". The Price displays but is not calculated anywhere on this report.


additional options proposal section.jpg


You can change the wording and color for Optional Item text via your Report Settings:


report setting.jpg


Another Report Setting will change the "Project Summary" section of Proposal reports to display the Optional totals:


report setting 2.jpg


project summary.jpg


You can also choose not to include Optional Items on a Proposal via a Parameter within the Report Definition:



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