Cost Volume Sections

On the Sections tab, you can create the sections of a cost volume and set up their layout. The types of sections you can create are:

  • Table of Contents
  • Text Editor
  • Structure
  • ProPricer Report
  • Document
  • Table of Files

Section Properties and Options

Each section requires a name. The other properties and options in a section depend on its type.

Table of Contents

Property or Option Description
Name The table of contents section name is required.
Description The description is optional.
Parent The parent is optional. You can create a hierarchy of sections with parent-child relationships.

Print in Document

Print the section properties in the document.

Auto Number

Apply a section number to the document section.

Margins

 Increase or decrease the size of the document margins.
Font The font is optional. You can select the font family, size, as well as basic text decoration.

Number Format

Apply page number format styles.

Continue From Previous Section

Toggle to continue the page numbering from the previous document section.
Header and Footer The header and footer are optional. You can create a custom header and footer for the section.

Compliance Checklist Items

Assign a compliance from the compliance checklist.

Text Editor

Property or Option Description
Name The text editor section name is required.
Description The description is optional.
Parent The parent is optional. You can create a hierarchy of sections with parent-child relationships.

Print in Document

Print the section properties in the document.

Auto Number

Apply a section number to the document section.

Margins

 Increase or decrease the size of the document margins.
Font The font is optional. You can select the font family, size, as well as basic text decoration.

Number Format

Apply page number format styles.

Continue From Previous Section

Toggle to continue the page numbering from the previous document section.
Header and Footer The header and footer are optional. You can create a custom header and footer for the section.

Compliance Checklist Items

Assign a compliance from the compliance checklist.

Structure

Property or Option Description
Name The structure section name is required.
Description The description is optional.
Parent The parent is optional. You can create a hierarchy of sections with parent-child relationships.

Print in Document

Print the section properties in the document.

Auto Number

Apply a section number to the document section.

Compliance Checklist Items

Assign a compliance from the compliance checklist.

ProPricer Report

Property or Option Description
Name The ProPricer report section name is required.
Description The description is optional.
Parent The parent is optional. You can create a hierarchy of sections with parent-child relationships.

Print in Document

Print the section properties in the document.

Auto Number

Apply a section number to the document section.

Margins

 Increase or decrease the size of the document margins.
Report Select a ProPricer report from the connected data server. You may need to reenter your ProPricer credentials.
Output Options Required setting for how a ProPricer report appears in the processed cost volume. There are four different output options:

  • Embedded: Adds the contents of a ProPricer report into the document as an object.

  • Appended: Inserts the contents of a ProPricer report into the cost volume document's content. In the case of PDF files it takes an image per page and inserts those images. For Word attachments (RTF, text, etc.) its merging them.

  • Embedded/Appended: A combination of the Embedded and Appended options with the ability to put the content before or after the icon.

  • External: Adds an icon with a hyper link to the attachment which will be contained in the .zip file. A processed cost volume becomes a .zip file when external output is selected.

Sub-Folder Optional toggle to create a sub-folder in the .zip file when external output is selected.
Content Position Option to select if the content of a ProPricer report appears before or after the icon in the processed cost volume.

Replace Header/Footer

Toggle to replace ProPricer report header and footer with a custom header and footer.

Include in Printed Document

Include the attached ProPricer report in the printed output of the document.

Compliance Checklist Items

Assign a compliance from the compliance checklist.

Document

Property or Option Description
Name The document name is required.
Description The description is optional.
Parent The parent is optional. You can create a hierarchy of sections with parent-child relationships.
Print in Document Print the section properties in the document.

Auto Number

Apply a section number to the document section.
Choose File Select a document from a location stored on you device.
Output Options Required setting for how a document appears in the processed cost volume. There are four different output options:

  • Embedded: Adds the contents of the document into the document as an object.

  • Appended: Inserts the contents of a document into the cost volume document's content. In the case of PDF files it takes an image per page and inserts those images. For Word attachments (RTF, text, etc.) its merging them.

  • Embedded/Appended: A combination of the Embedded and Appended options with the ability to put the content before or after the icon.

  • External: Adds an icon with a hyper link to the attachment which will be contained in the .zip file. A processed cost volume becomes a .zip file when external output is selected.

Sub-Folder Optional toggle to create a sub-folder in the .zip file when external output is selected.
Include in Printed Document Include the attached file in the printed output of the document.

Table of Files

Property or Option Description
Name The table of files section name is required.
Description The description is optional.
Parent The parent is optional. You can create a hierarchy of sections with parent-child relationships.

Print in Document

Print the section properties in the document.

Auto Number

Apply a section number to the document section.

Margins

 Increase or decrease the size of the document margins.
Font The font is optional. You can select the font family, size, as well as basic text decoration.

Number Format

Apply page number format styles.

Continue From Previous Section

Toggle to continue the page numbering from the previous document section.
Header and Footer The header and footer are optional. You can create a custom header and footer for the section.

Compliance Checklist Items

Assign a compliance from the compliance checklist.