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Articles on: Sprwt Supprt

How do I add labor and equipment to a proposal and track it per event?


On the proposal click Add Labor & Equipment. In the pop-up Select a Labor or Equipment Expense you can search, sort, use Filter to show only Labor or Equipment, and set Quantity and Number of Hours per item; click Save Expenses. Each selected line shows Name, Category, Quantity, Number of Hours, an editable Rate and a Total (rate x quantity x hours; equipment counts as 1 hour). For Labor lines you can Assign employees after the proposal has been saved once, hide a line from the customer BEO with the eye icon, or remove it with the trash icon. Expense totals appear in the proposal totals and in the cost breakdown for that event.

Where to find it: /admin/events/proposals