Procedures

You can create and merge SF254 proposals, and add disciplines, profile codes, and project examples to them.

Related topics:

  • Merge an SF254 Proposal
    After you enter data on the tabs of the SF254 form, you merge the data with SF254 merge templates to create an SF254 proposal.
  • Add Additional Disciplines (Block 8)
    Block 8 of SF 254 lists the first 32 disciplines for the firm that you select in Block 1. If the firm has more than 32 disciplines, use the Additional Disciplines menu option to add the additional disciplines.
  • Add Profile Codes (Block 10)
    Use the Add Profile Codes option to enter profile codes in Block 10 of the SF254 form.
  • Add Project Examples (Block 11)
    When you use the Add Projects option to enter a project into Block 11 of the SF254, Ajera CRM enters data into the Profile Code column. It enters data for the first three Project Codes on the Background tab, Project Codes grid, of the Project Info Center record.
Parent Topic: SF254 Proposals Overview