How do I create custom fields for sorting or organizing estimating data?
Tags are a simple way to label data in Vico Office so it can be utilized in the reporting structure. Tags can be for internal or external consumption in all the modules, they can be edited on the fly, and should be generally thought of as a group data logically beyond the database field structure. Many estimators want to create a report using the Uniformat classification system but they also want to create a report with the CSI MasterFormat classification system, as well. To make that happen you need to assign labels to your cost items that are both Uniformat and CSI MasterFormat. By assigning those labels and then applying grouping in the reporting engine, you can use the same cost plan to show the cost broken down into Uniformat systems as well as CSI trade classification. Here is a quick tutorial on the use of tags in a cost plan.
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