Create a Summary Report

You can generate a summary report in Word format. This report includes details all work packages for a project, and includes the quote details for all assigned subcontractors.

To create a summary report:

1. Navigate to the project or enquiry.

   You can search for projects and enquiries using the Search Projects or Search Enquiries links in the Activity Zone. Projects and enquiries that you are linked to also appear on the History tab on your contact record, and in the Projects and Enquiries dashparts in the Personal Zone.

2. Click the Tendering tab.
   If the Tendering tab is not visible, click more to display all available tabs.
3. On the Sub Contract Tendering header row, click .
4. Navigate to the folder where you want to save the report to, and click Save.