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Demonstrates the process for creating change order reports in the Revision Mgr.
Demonstrates inserting a subreport into a main report template using the Report Designer.
Specifically the scope of work report is inserted into a proposal so they generate as one document.
Describes a specific method for customizing the Component ID numbers to make them more informative and
useful.
Demonstrates the process for using report definitions to customize the output of proposal reports quickly and
easily without using the report designer.
Demonstrates several techniques for inserting a system discount into your project.
Demonstrates the process for creating a customized Visio Template with your company logo.
A review of my favorite shortcuts in Visio which make designing in Visio much more efficient and time effective.
Demonstrates the process for customizing the Proposal Summary subreport (last page of a proposal) so that the 'Equipment Adjustment' field can be changed to say "System Discount".
Reviews the process of creating and running Report Groups - which allow you to generate several reports simultaneously as a group, rather than individually.
Demonstrates the process for inserting project fields into a custom Visio template so they will auto - populate the Visio template.
Demonstrates the process for creating a custom Change Order report in the Report Designer to be used in the Revision Manager.
Reviews the process for creating and using Labor database items in D-Tools as well as various ways they can be used.
Demonstrates a tip to select and format all wires on a given drawing page at once, rather than one at a time.
Reviews the Phase labor rate factors (miscellaneous, management and design labor) associated with the base labor
rates and sheds light on how these can be setup and used effectively.
Demonstrates the process for creating change order reports using the Project Delta feature found in the Reports
area of the Navigator (an alternative to using Revision Management).
Demonstrates the process for editing custom change order report definitions (differs from the normal report
definition editing process).
Demonstrates and explains a work around for using bundled cables in your projects and still be able to create detailed pin out documentation.
Demonstrates a tip for building wire packages and having the default wire length from the project auto-populate
into the package wires when added to a project.
Explains and demonstrates a process for recording revision history information in order to track details related to revisions created for a project.
Explains and demonstrates a process for using Location and Zone descriptions for 'mini' scope of work statements for your projects.
Demonstrates a process for streamlining your project setup by using Location and Zone configurations.
Demonstrates the process for editing the Visio Landscape title frame shape in the DT_Annotations stencil.
