SF330 Create a New SF330 Proposal

You can create a new SF330 from scratch or base it on a project record or an existing SF330.

To create a new SF330 proposal:

  1. In the Navigation pane in the desktop application, select Proposals > SF330.
  2. On the toolbar of the SF330 Proposals form, click New > New SF330.
  3. Enter data on each tab of the SF330 Proposals form.
  4. Click Save.