Home > SIX 2013 Documentation > User Guide > Projects > Project Editor > Optional Items

Optional Items



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.

What are the benefits of this feature?


This allows you to add additional "add-on" items to a Project.

When to use this feature?


When you want to give your clients a choice of additional add-on items for a Location or System.


Project Explorer


The Optional setting is not stored in the Catalog, it is project specific. Once added to a Project, a Product will have the "Optional" option on the General tab of the Edit Products form:


optional check box.jpg


You can also use Mass Update to mark multiple items as optional:


mass update optional.jpg

Discarding Optionals


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


discard optionals.jpg


Note: Discarding Alternates does not count towards Change Order report run against Revisions.



The only reports that "recognize" Optional Items are the Proposal reports in SIX. 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.


optional items on proposal.jpg


You can change the wording and color for Optional Items via Report Settings:


report settings optionals.jpg


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


report parameters optional.jpg

Site Map for Projects

Edit section
Last modified


This page has no custom tags.


This page has no classifications.