Use the Modify Forms screen to edit the format of forms in your application, giving you greater control over the layout of your documents.
To open the Modify Forms screen, go to .
Note: Viewpoint Estimating™ uses Microsoft SQL Server 2008 Report Builder 3.0 to modify forms. Report Builder provides an intuitive authoring environment for business and power users. Report Builder is installed along with your application. When you begin to modify a form, it opens in Report Builder.
You can modify the following forms:
- Enter Invitation to Bid Requests screen
- Print Est. C/O Proposal - Billing Item Detail Screen
- Print Est. C/O Proposal - Lump Sum Screen
- Print Proposal - Billing Item Consolidated screen
- Print Proposal - Billing Item Detail screen
- Print Proposal - Billing Item Summary screen
- Print Proposal - Lump Sum screen
- Print Proposal - Unit Price Bid Item screen
Note: The Modify Forms screen is a step in the customization setup process. The Modify Reports screen is the next step.