Tag Items for a Proposal Window
|Top Previous Next|
Clicking on the Tag button on the New or Edit Proposal Window will open the Tag Items for a Proposal Window. This window contains options for "tagging" or selecting Items to be included on a Proposal.
All (Not Proposed): Selecting this option will tag only those Items that have not yet appeared on a Proposal.
All (Including Proposed): Selecting this option will tag all of the Items in a Project, including Items that have already appeared on a Proposal if the Show All option on the New or Edit Proposal Window is selected.
Location: Selecting this option will tag all Items within a desired Location within a Project that have not yet been included on a Proposal. Type a Location Code into the field. To search for a Location, click on the Search button in the lower left corner of this window.
Item: To tag a specific Item in a Project, enter the Item Reference Number into this field. This feature is especially useful if you are trying to tag one Item out of many in a Project. To search for an Item, click on the Search button in the lower left corner of this window.
Untag All: This option will untag or deselect all Items on the New/Edit Proposal Window.