Print Proposal - Billing Item Consolidated screen

Use the Print Proposal - Billing Item Consolidated screen to create proposal forms showing billing items details (including nested assembly members) for one or more bids. The forms are sorted and subtotaled by the WBS code selected in the Billing Code WBS Level field on the Create Bid screen and aggregated by Cost Reference, Description, and Unit of Measurement. In addition, the forms show up to four levels of parent relationships for the selected WBS code. You can print or save these forms.

If you selected Estimate Items in the Source for Billing Quantities field when you created the bid, then the Print Proposal - Billing Item Consolidated forms show the quantity and unit price for each estimate cost item and assembly, even those that don't have a value entered in the Billing Code WBS Level selected for the bid.

If you selected WBS Level Summary in the Source for Billing Quantities field when you created the bid, then the Print Proposal - Billing Item Consolidated forms show the quantity, unit price, and amount stored in the estimate summary for the WBS Code. Estimate items with no value in the selected WBS code are grouped together with a heading of Undefined. Only the aggregate billing amount will print for this line; the quantity and unit price will be blank.

Note: To open the Print Proposal - Billing Item Consolidated screen, click Estimating > Bids & Proposals > Print Proposal - Billing Item Consolidated in the All Tasks pane.

You can control the output of the Print Proposal - Billing Item Consolidated forms by entering details to one or more of the following criteria fields:

Select Format - If you have modified the format and layout of this form on the Modify Forms screen, click to select the version to be used for this form. If you haven't modified the form, this field doesn't appear.

Company - Click to select the company for the forms. This field is required.

Bid - Click to select one or more bids for the forms. If no bids are selected, the output includes forms for all bids.

  • Bid Due From Date - Enter the first due date for the forms , click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. If the from and through dates are not entered, the output includes forms for all due dates.

  • Bid Due Through Date - Enter the last due date for the forms , click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. If the from and through dates are not entered, the output includes forms for all due dates.

Print Exclusions - Select Yes to show exclusion labels and data on the forms. Select No to not show exclusion labels and data on the forms.

Tip: You can use the Modify Forms screen to modify the format and layout of this form.