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Adding Form Elements to the Cost Estimates Tab

Creating a Project Proposal Approval Workflow: Example > Create the Required Forms > Create the Proposal Details Form

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

To add the form elements to the Cost Estimates tab:

1. Select the Cost Estimates tab.
2. In the Form toolbar, select the  Instruction Text icon and drag it onto the form canvas.
3. In the Properties: Instructions area, in the text area, enter Enter the total planned budget for this proposal.
4. In the Form toolbar, select the  Input Field icon and drag it onto the form canvas.
5. In the Select Fields dialog box, in the Available list, find and select the Planned Budget field, and then select  Move Right.
6. Find and select the Project Planned Start field, and then select  Move Right.
7. Find and select the Project Planned Finish field, and then select  Move Right.
8. Select Select.
9. In the Form toolbar, select the  Instruction Text icon and drag it onto the form canvas.
10. In the Properties: Instructions area, in the text area, enter the following text: You can review the detailed information using the Cash Flow Link. Proposals must be approved before time-phased estimates can be specified.
11. In the Form toolbar, select the  Hyperlink icon and drag it onto the form canvas.
12. Select Save.

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Last Published Tuesday, May 21, 2024