Print memos from the Estimate tab

  1. Open a job in the Manage Estimates screen.
  2. If you want to print memos for selected cost items, open the Estimate tab and select those cost items.
  3. Click Estimating > Tools > Memos > Estimate Memos in the All Tasks pane.
  4. Do one of the following:

    • Click Yes to view all memos.

    • Click No to view memos for the selected cost items.

  5. Complete the fields for the Memos popup as described on the Estimate Memos Screen Field Reference.
  6. Click Print.
  7. Complete the fields for the Options for Report popup as described on the Estimate Memos Screen Field Reference.
  8. Click OK.
  9. Click OK.
  10. Click Close.