Tag Items for a Proposal Window

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Clicking on the Tag tag button 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.

 

Proposal Tag Window

 

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 show all checkedbox 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 search button 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.