Use the Price or Materials submodule to duplicate price quote material calculations of selected jobs.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To use the Materials submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To duplicate a price quote material calculation:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote material calculation that you want to duplicate.
-
Take one of the following actions:
- On the side toolbar, click
Price and click the Material Calculation
tab.
- On the side toolbar, click
Materials.
-
Use the drop-down list to select the material calculation that you want to duplicate.
-
Click
Copy current material list
.
WorkBook duplicates the selected material calculation and automatically loads duplicate on the screen.