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Drawings & documents · Proposal

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Fill the fee, site and brand colors from a Fees estimate, a GIS site and a Color Lab palette in the same project.

Three parts of a proposal can read from other work in the same project:

  • Fee & budget from a Fees estimate.
  • Site analysis from a Site GIS site.
  • Brand colors from a Color Lab palette.

A link is one way and read only. The proposal keeps a copy of what it read, so it still prints if the source is moved or can't be read. Nothing in the proposal changes by itself when the source changes.

The proposal has to be in a project, and the source has to be in the same project. If the proposal is only on this computer, the link panel says so: open Project ▾ and click Push to a project… first.

  1. Click the Fee & budget section.
  2. In the panel, click Link a Fees scheme from this project….
  3. Pick the estimate.

The section's fee lines, hourly rate, construction budget and expenses are replaced with what the estimate says:

  • Fee lines: the fee you chose in Fees, split by its phases, with each phase's share and the hours the estimate puts in it.
  • Hourly rate: the estimate's blended rate.
  • Construction budget: the estimate's low and high construction cost.
  • Expenses: its expense items, travel, difficulty, and contingency & profit.

Your heading, intro and internal note stay as they are. The panel shows the method and how many lines were read.

  1. Click the Site analysis section.
  2. Click Link a GIS site from this project… and pick the site.

The section gets:

  • Site facts: the facts the GIS site looked up (location, site area, perimeter, ground elevation, flood zone, and so on; only the ones it found).
  • Source line under the facts: where the facts came from and the date they were looked up.
  • Figures: the images saved from that site, each captioned with its kind and the site's name. Edit the captions as you like.

If the site has no facts or saved figures yet, look up the site facts or save a figure in GIS first.

Site facts are public data from the date they were looked up. They aren't a survey or a flood determination: keep the source line when you send the proposal.

  1. Click Brand at the top of the list.
  2. Under Colors, click Link a Color Lab palette from this project… and pick the palette.

The palette's brand roles (primary, accent, text) set the matching brand colors. If the palette has no brand roles, give its colors a role in Color Lab first.

When the source changes #

When the source saves a newer version, the link panel says so, for example "The Fees scheme has changed (version 3 → 5)". Click Update from source to read the new version.

Updating works the same way as the first read:

  • Fees replaces the fee lines, rate, budget and expenses again.
  • GIS replaces the facts and the source line, and adds any new figures. Figures already in the proposal keep your captions.
  • Color Lab sets the colors again.

Read it again re-reads the source at any time. If you just saved a change in the source and the panel doesn't show it as changed yet, use Read it again.

Click Unlink (keep the copy). The proposal keeps everything it last read, and you can edit it by hand from then on.