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Reports and printouts
1:37
Every printout and export of a project on one page: spec sheets with their switches, the budget, purchase orders and requests to the client, labels, and what each seat sees. Download any of them and send it yourself.
In the manual: Reports and printouts
Transcript
0:01Reports and printouts.
0:03Every printout of a project is on one page: Specify, Actions, Reports and printouts.
0:10Each is drawn on your letterhead from the project as it stands now, grouped as your menus are.
0:16Each has its options, and a PDF, spreadsheet or CSV: revision indexes, FF&E matrices, finish schedules and cut sheets.
0:26Spec sheets open the spec book page: switch revision lines, instructions or quantities on or off, set the first page number, and narrow the items by area heading, maker or source.
0:37The budget takes flagged only, an area, charges left off, or pricing hidden.
0:43It prints each area’s totals, then the charges, sales tax and grand total.
0:48Purchase orders print from each order’s page; fund, deposit and payment requests from the Fund requests page.
0:55An order carries its source and maker, sidemarks and room tags, the deposit and the total due.
1:01A request lists each order, who to pay, and a box for the client’s approval.
1:06Labels print thirty to a sheet: sources, makers, order vendors, and a sidemark for each carton.
1:13You see only what your seat allows: prices only with project money, cost and markup only with margins. This designer has no budget with markup.
1:23Every printout downloads, so you can edit it or send it from your own email. Nothing goes out unless you send it.
1:30That’s reports and printouts. More videos: portspace.io/videos