Many manufacturers include a Project Information dialog in their main Extension, but not all. Therefore, a Project Information dialog is available as a separate Extension from the Marketplace. This Extension can also be useful if you need additional information not included in the cells provided by the manufacturer.
After downloading and installing the Extension, you can access it from the Tools menu:
The dialog is used to enter and save project-related information, such as Order information, Distributor, Sold-To, Ship-To, Services & Sales or Order Notes. You can save Project Info as a reusable file if you have many drawings for the same project or client. The info is stored as a .xml file. You can also import contact information from Outlook.
Information added in this dialog can then be accessed through the Data Field component for printing or inclusion in proposals.
Comments
2 comments
How can we link some of the information included in Project Info to text fields in titleblocks? I work for a Steelcase dealer and we are creating new titleblock standards.
You would have to add a Data Field to your titleblock. This component lets you pull information that you have saved in the Project Information. Add one Data Field for each piece of information that you wish to include.
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