Budget

Navigate to the Budget tab:

Click the

button at the top taskbar. -> Budget tab.

Purpose of the Budget tab:

This screen allows to create and manage proposals from contractors.

What you see in the Budget tab:

Selected project information.
View Proposal button allows to view the selected bid's proposal.
Proposals list.
The selected proposal job details.
Send an email to the bidder.
Generate Proposals button allows to create a new proposal.
Edit Proposal button allows to edit existing proposal.
Delete Proposal button deletes the selected proposal.
Print Proposals button allows to print the current proposals.
Projects' Docs menu.
Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
Customers button opens the customer list screen.
Project's Activities opens the Production Control screen.
Calendar not in use.
Recordings button opens the recordings list of the current project.
Lead Properties opens the lead properties screen.
Close button closes the menu.
H opens the lead history screen.
SMS buttons opens the send SMS screen.

How to use the Budget tab:

NOTE: To generate proposals the user must first select a contractor for the required product in the contractors tab.

Print Proposals:

Delete Proposal:

Edit (Process) Proposals:

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