Setup - Product Definitions - Calculation Sheet Remarks

To access and perform actions in the module: Assign the permit Update Setup Menus

Calculation Sheet Remarks are brief notes used for adding free text to the following calculation sheet components:

• The itinerary of the calculation sheet

• The header and footer displayed on the calculation sheet proposal

A calculation sheet remark can be used repeatedly.

A calculation sheet remark includes two components:

• Remark Name – this is the title of the remark

• Remark Contents – this is the body of the remark

To search for an existing remark

1. Go to Setup – Product Definitions - Remarks.

2. In the Remark Name field, enter part or all the remark name (title).

   The search is performed on the remark name only from the beginning of the first word. Example: a search for prop retrieves the remark name proposal but does not retrieve the remark name March Proposal

3. Click Find.

   Remarks matching the search criterion will be displayed in the results section.

To add a new remark

1. Go to Setup – Product Definitions - Remarks.

2. Click Click here to add a new remark.

   The new item page is displayed.

3. Create the new remark as described in Setup – Product Definitions – Remarks – New Item.

To edit an existing remark

1. Locate the remark you want to edit as described above.

2. Click .

3. Edit the remark name and/or contents.

4. Click Save.

To copy an existing remark

1. Locate the remark you want to copy as described above.

2. Click .

   The remark name and contents are copied with the same remark name, appended with the copy number.

3. Edit the remark name and/or contents.

4. Click Save./span>

To delete an existing remark

1. Locate the remark you want to delete as described above.

2. Click .

   The following message is displayed:



3. Click Yes to delete.