Data tables Proposals

Adding a Fee Detail Table to a Proposal template, will allow you to format the data shown for each fee type: fixed fee, percent hourly rate and capped rates fee type sub projects.  Also add the budget details for each sub project to your proposal document. Learn how to configure each area in the data tables available within for Proposal documents.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 Administration tools > Document Templates

Tip: Copy an existing template to test out how to modify the data tables setup .

Proposal Data Tables

There are several types of tables that can be added to your Proposal document template. Each data table, and data table section has different bookmarks available for you to add to your document template.  Here we outline the purpose of each type, and how to add them to your document template.

Tables formatting

Data tables formatting needs to be done within Synergy prior to the export. This means in the data table you need to add in you column headings, footers, and totals where relevant.

HeaderClosedUse the Header section is used to add column titles to the table, and formatted text to be a bold or underlined heading.

Footer ClosedUse the footer section to add a count of the number of items displayed.

Totals ClosedThe Totals section is used to add Grand totals for the Proposal $ value.

ClosedFee Detail Table

Display a list of Sub Project and their related Budget or Fees, and a break down of hourly rates to be used on the Proposal. This data table is the MOST COMMONLY added to Proposal document templates. You can enter all your Sub Projects into the one Proposal document. The data table allows different bookmarks to be added for each Sub Project Fee type. The Synergy data table only populates each section of the table within the document created, if the fee type is used on a Sub Project.

Example 1

Add the fee detail table to show the Sub Project Names, Agreed fee values, and Sub Project Budget breakdown. For hourly rate Sub Projects configure the display of the rate description, $ value, and the Sub Project Budget breakdown.

Click the image above to view the fee detail table.

Example 2

Display a summary of the work to be completed for each Sub Project with the Budget breakdown entered for each Sub Project in the work breakdown structure.

Click the image above to view the fee detail table.

Tips:

  • If adding the Budget details to the fee detail table make sure you also enable the 'Budget Header' row in the table. This row lets you enter headings that will be repeated for each sub project when displaying the Budget details.
  • When using the Resource Management module, add the Budget Task and Note to the Proposal fee detail table. This lets you show the work breakdown summary details on your Proposal document.
  • The fee detail table is also available within the Invoice Template. Want to design your Proposal to match your invoice. Want to learn more? Fee detail table
ClosedProposal Sub Projects Table NEW 4.9.1

A large volume of bookmarks are available in this table from the Project and Sub Projects. Commonly used bookmarks here are the Phase name, to group together the sub Project, or the Sub Project Note and Sub Project Attributes to display a breakdown of what is included or excluded for each sub project on the Proposal.

Click the image above to see the Proposal Sub Projects table with attributes.

Click the image above to see the Proposal document output with attributes.

ClosedProject Contacts Table

This table prints a list of Contacts and Personnel entered on the Project > Contacts tab. Use this table if you have other third parties involved in the project, and want to display the contact details to the client on the Proposal.

Example

Add this table and include to display company name, company address, personnel name, personnel position, and email address. This is a contact list for the project.

ClosedProject Notes Table

This table prints a list of Synergy Notes entered on the Project > Notes tab. Use this table if you are storing information about Project information in the Notes tab that you want to display to the client on the Proposal.

Example

Add this table to list all the Project Notes. Setup your table as below and you will see a list of the Project Note, the Note added date, and who entered the note.

ClosedSub Projects Table

This table prints a list of the Sub Project Notes which are entered on the Project > Sub Project> General tab > Notes field. Use this tab if you need extra information describing each Sub Project added to the Proposal.

Example

Add this table to proposal documents to display a description of each Sub Project on the Proposal. This can be useful if you want to clarify what is involved within each Sub Projects on any client correspondence. The table below will print the Sub Project Name, Sub Project Status and the Sub Project Note.

Add a data table to the template

ClosedTo add the FEE DETAIL TABLE data table in a document template complete these steps:
  1. Open the Document template.
  2. Select the FEE DETAIL TABLE from the list of available bookmarks and press Add.
  3. Ensure the FEE DETAIL TABLE exists in the bookmark schedule on the right, then press Next.
  4. Double click a cell within the section you need to modify.
  5. Select a field from the list of Available Bookmarks on the right.
  6. Select Add Selected Item to add this to the Table cell on the left.
  7. Extra text can be typed into the Table Cell.  This text along with the bookmark will appear when the proposal is created.
  8. Apply table formatting options such as alignment, bold, italics, text or background colours, font size, or borders.
  9. Save.
  10. Continue updating cells as required. Once complete press Next.
  11. Select Open the word template on close option and press Finish.
  12. Move the added data table to the correct location within the MS Word® Proposal template.

Tip: Learn more about the formatting options for Synergy data tables.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: Concept Link IconView Topics

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

© 2019 Total Synergy Pty Ltd

 

Open topic with navigation