Adding Project Sections to a Sold Project

How to: Add project sections after you sell a detailing project. 

Environment: Comsense Advantage

In this article:

  1. Adding the Project Sections
    1. Accessing Projects
    2. Adding Sections
  2. Selling the Project Sections
    1. Accessing Pricing
    2. Selling Sections

Adding the Project Sections

You may need to add new project sections to a sold project because:

  • A change order introduces a project section that is not in the base project
  • You are introducing a new project section with the Section Change Wizard

Accessing Projects

Advantage > Detailing > Project

Click image to enlarge
Advantage Navigation menu; shows the location of Detailing and Projects.
Image 1: Advantage Left-Hand Navigation Menu

Adding Sections

In the Projects window:

  1. Open your project
  2. Click the Sections tab
Click image to enlarge
Projects window; shows the location of the Sections tab.
Image 2: Sections Tab
  1. Click Section Picker
Click image to enlarge
Projects window, Sections tab; shows the location of the Section Picker button.
Image 3: Section Picker Button

In the Section Picker window:

  1. Check the appropriate section checkboxes
Click image to enlarge
Select Sections window; shows the new project sections selected.
Image 4: Selected Sections
  1. Click OK
  2. Click Save & Close

Selling the Project Sections

The new sections are unusable in change orders or in the Section Change Wizard until you sell the sections in the Pricing window.

Accessing Pricing

Advantage > Detailing > Pricing

Click image to enlarge
Advantage Navigation menu; shows the location of Detailing and Pricing.
Image 5: Advantage Left-Hand Navigation Menu

Selling Sections

In the Complete window:

  1. Click the Project Pricing tab
Click image to enlarge
Pricing window; shows the locatin of the Project Pricing tab.
Image 6: Project Pricing Tab
  1. Click Sold
    • The Please select the Sections to sell / approve window will open
Click image to enlarge
Pricing window, Project Pricing tab; shows the location of the Sold button.
Image 7: Sold Button

On the section line items:

  1. Check the section checkboxes
  2. Select the Sell date
Click image to enlarge
Sections to Sell/Approve window; shows the new sections selected with sell dates.
Image 8: Sections to Sell/Approve Window
  1. Click OK
  2. Click Save & Close
Have more questions? Submit a request

Comments