Assign Estimate to Worksheet

Buys on a worksheet may not be made active until client, product and estimate codes are assigned to the worksheet.

To assign the client, product and estimate to an existing worksheet from the Start Up tab.

  1. Key the worksheet code and click <Get Worksheet>.

  2. Key the Client, Product, and Estimate codes.

  3. Click <Get Worksheet> again.

  4. If the worksheet is proposed and the demos have changed on the estimate, a warning displays. Click <OK> to continue.

  5. Select the Worksheet tab and click <Save>.

  6. To get the estimate weeks or days to display in the schedule, select Reload from the Worksheet Functions menu and click <Apply>.

  7. Click <Save> again.

  8. Select the Approve/Copy/Delete tab and copy the existing proposed worksheet to a new worksheet code. This retrieves the ratings for any demos that were not on the existing proposed worksheet. Refer to the Copy a Worksheet instructions.

Related Topics:

Introduction to Worksheet Functions