How to Include Line Item Costs by Default

Last Updated By Michael Croteau

Updated at April 19th, 2021

  • Click “Options”
  • Click “Report Settings”
  • Click (Formal, Subcontractor, Preliminary) Proposal
  • Select “Include Line Item Costs on Report by Default”
  • Click “Save”

Overview

Clear Estimates gives you the option to show line item costs on your proposals, meaning that the cost of each line item will display next to each item on your proposal (instead of just the project total).

In some cases, though, you may want to set all of your proposals up this way – by default.

In this article, we’ll discuss how you can do just that. That way, every time you create an estimate, it will always show the line item costs on every proposal you send!

To do this, head to “Options” > “Report Settings“. Then, select the report you want to see line item costs on (i.e. “Formal Proposal“, “Preliminary Proposal” or “Subcontractor Proposal“.)

From here, you will see a list of check marks. Find the option to “Include Line Item Costs on Report by Default“.  Be sure this is selected by clicking the check-box on the left side of this option.

Then, select “Save” at the bottom of this page. That’s it! 

How To:

To show line item costs on all of your proposals, head to your Options tool in the upper right corner of your screen, and select “Formal Proposal” (Or “Preliminary Proposal“, or “Subcontractor Proposal“) under “Report Settings” on the left hand side:

 

Now you have opened this report’s “Report Settings” window.

Find the option to “Include Line Item Costs on Report by Default“, and select the checkbox next to this option:

This is also where you will find all of your other default report settings.

Once you have selected the option to show Line Item Costs, scroll to the bottom of this page, and select “Save“:

 

And that’s it! Now, each time you print this report, costs will appear next to each line item. To undo this, simply deselect this option in your “Report Settings“, and select “Save” again.

Thanks for reading!

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