Configure the specification (cost estimate/quotation) entry layout

You can configure the entry layout.

To configure the specification entry layout:

1. Go to: General / Management / Entry layout.
2. Click on: New. 
3. Select the Progress specification (Profit) entry layout.
4. Click on: Next. 
5. Enter a different description (for example Progress specification 1).
6. If required, complete the other fields.
7. Click on: Finish. 
8. Go to the tab: General settings. Here you can select the Filter on work type and/or Filter on employee check boxes.
   Filter on Work type:
   • Yes: Upon opening the value of the Work type field in the cost estimate line is copied to the selection and the existing progress lines are filtered on the work type in question. If no work type is entered all lines are displayed.
   • No: No filtering on the Work type of the line is applied. All existing progress lines for all cost estimate lines are shown.

   Filter on Employee:

   • Yes: Upon opening the value of the Employee field in the cost estimate line is copied to the selection and and is used for filtering. If no employee is entered all lines are displayed.
   • No: No filtering on Employee is applied.  All existing progress lines for all cost estimate lines are shown.
9. Click on: OK.