Project Information
Project Information
Project Information
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Tools  Material List / Estimate
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The Project Information command will allow you to assign specific information to a design such as the project site location and the project contact information. You can also enter the percent of profit, percent of overhead for labor and materials, miscellaneous fees/permits and more.
To enter the project information:
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On the Material/Estimate Configuration dialog box, click on the Project Information tab.
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Edit any of the available fields as necessary.
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Click on the View Material List button to preview the quantity and description of all items in the report, or click on the View Estimate / Proposal button to the view the pricing information.
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Click on the Close button to exit the command.
The following factors may be modified per project file:
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Project Site Information
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Enter the site information such as the projects name, location address, city and state in the available text boxes.
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Project Contact Information
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Enter the customer's contact information such as the customer's name, address, telephone number, and email address in the available text boxes.
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Overhead Labor %
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Enter a percent of to be applied to costs in the Overhead Labor % text box. Enter a rate of 30% as 30.00 and not 0.30.
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Overhead Materials %
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Enter a percent of to be applied to material costs in the Overhead Material % text box. Enter a rate of 40% as 40.00 and not 0.40.
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Sales Tax %
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Most goods and services sold are taxed by a government agency on the state, county and/or city level. Enter the sales tax rate for the area in the Sales Tax % text box. Enter a rate of 8.25% as 8.25 and not 0.0825.
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Profit %
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A profit is the gain or return of income on a business undertaking after all costs have been met. The percent of profit is multiplied against the total expenses of a project including the material costs, labor costs, overhead expenses and fees and permits. Enter the desired percent of profit for the project in the Profit % text box. Enter a 20% rate as 20 and not 0.20.
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Fees/Permits
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In most cases, it is necessary to pay a fee to a government agency to tie into a water or electrical source. Enter the costs for required fees or permits in the Fees/Permits text box.
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Direct Labor
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Enter a associated with the installation of the system in the Direct Labor text box if necessary.
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Contract Labor
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Enter a associated with the installation of the system in the Contract Labor text box.
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Custom Expenses
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There may be times when the installation of a project includes expenses other than the cost of materials and labor. Examples of such expenses are tractor rental, boring equipment rental, travel expenses and more. Enter any description desired and a dollar amount associated with the entry in the Custom Expenses text boxes. You may enter up to seven different custom expenses.
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