Tip of the Week – Creating a Report Note
In this edition of “Tip of the Week”:
How can I create a note and have it show in my report?
When performing a take-off, an estimator will invariably run into situations that are not made clear by the blueprints. The key, when faced with this situation, is to communicate clearly to the customer what decision was made. One of the ways this can be accomplished is by using the Notes Tab to create and attach notes.
How to create and attach a note:
Step 1. Go to the Project Tab and select the Notes Tab. Once there, select the “Create Note” icon. Fill in the note Title, type, and other necessary information as shown in the image below.
Step 2. Attach the note to the project by finding the desired note in the list and clicking on the “Attach” button. Once attached, the note will appear to the right in the Notes Order list. Notes can be rearranged in the desired order.
Step 3. The note has now been attached and will be displayed on a notes page at the beginning of all of the “IML (itemized materials list) style” reports as seen in the image below.
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If you want to learn more about Report Notes, click here for the Knowledge Base article or watch the video!
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