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How to Edit Proposal Details and Line Items

  1. Navigate to the eConstruction Proposals board.
  2. Find the proposal you wish to edit and click on its name to open the detail view.
  3. You can edit any of the main fields, such as NAME, PROPOSAL STAGE, COMPANY, or CONTACTS .
  4. Scroll down to the line items section. Here you can:
    • Add a new group: Click Add Group Name.
    • Add a new line item: Click the + icon (or "Add Item").
    • Edit existing items: Click on the fields for an item to change its Rate, Quantity, or Tax status .
  5. Click the Update button at the bottom right to save all your changes.