Estimate Line Properties - Notes Tab Screen

This field is where you enter codes associated with any Predefined Notes that were previously set up in the Notes table of the Profile > Estimating section.

This field is where you type free-form note information. You can also delete or change any text that displays here. Any pre-existing estimate line notes will appear here. Once the estimate is locked, you cannot change the note.

UPD estimates are never locked. Therefore, you can always edit the note for a UPD estimate. As you create supplements, the contents of earlier notes for the estimate and for other supplements are carried forward.

This opens a dialog box containing a list of codes and Predefined Notes which can be selected to appear in the Estimate Remarks field.

This button you press after entering the Predefined Note code in the code field. Then the Predefined Note will appear in the Estimate Remarks field.