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What Can I Do from the Right-Click Menu Inside an AQ Project?

The right-click menu inside an AQ project includes options for replacing catalog items, adding spreadsheet content, editing line items, changing specifications and configurations, and selecting item statuses.

 Find and Replace Feature

AQ offers the ability to take an old or unlinked item in your project and replace it with the current version of that Catalog item. Below are the steps required to use this feature.

  1. Right-click on the Line Item and select Find Model in Catalog (Replace).

 

AQ_Right_Click_Find_Model_In_Catalog_Replace

  1. The feature will find the appropriate item(s) based on the selected line item in your project and display those items in the Catalog.
  2. After you choose the appropriate replacement item from the Catalog, it will replace the old or unlinked item in your project.

Spare Number, Note, Comment

Spare Number, Note, Comment — same functionality as toolbar buttons.

 

AQ_Right_Click_Spare_Number_Note_Comment

Spare Numbers & Comments will honor the insertion point setting on the project spreadsheet ribbon:

 

AQ_Right_Click_Insertion_Point_Setting

Notes are item specific & will always be appended at the bottom of the highlighted item.

SubHeaders and SubTotals

Using SubHeaders and SubTotals are excellent ways to separate a project or a quote into sections.

Note: Both SubHeaders and SubTotals also honor the insertion point settings found in the ribbon at the top of the project spreadsheet. Change it to insert above or below the current line, as you prefer:

 

AQ_Right_Click_SubHeader_SubTotal_Insertion_Setting

Remember, this setting sticks until you change it again. Be alert.

How to Insert a SubHeader and SubTotal into a Project

  1. Navigate to a Project Spreadsheet.
  2. Right-click on the row where the insertion should take place and select either option from the pop-up menu.

 

AQ_Right_Click_SubHeader_SubTotal_Menu

3a. After inserting a SubHeader into the spreadsheet, double-click on the row's Spec cell to change the text. Press the OK button to save.

 

AQ_Right_Click_Edit_SubHeader_Text

3b. Add a SubTotal under each SubHeader section to show the subtotal for that part of the printed quote. In the image below, the SubTotal is under the “Kitchen” SubHeader.

 

AQ_Right_Click_SubTotal_Under_SubHeader

  1. As shown below, SubHeaders and SubTotals appear as distinct sections within the published quote.

 

AQ_Right_Click_SubHeaders_SubTotals_Published_Quote

Edit Line Item

 

AQ_Right_Click_Line_Item_Options

Clicking Edit Line Item opens the Line Item Editor dialog where you can modify that item, for the current project only:

 

AQ_Right_Click_Line_Item_Editor

Stock Spec

Clicking Stock Spec will replace the manufacturer’s specification text with text from a linked Stock item, if we have one.

Once you’ve changed it to Stock Spec, right-clicking again will enable you to toggle the Stock Spec back to the manufacturer’s content.

Configure

Clicking Configure (like on the project ribbon/toolbar), will reopen the Configuration tree for the highlighted item, as it’s now specified, & allow you to reconfigure the item’s options/accessories.

Click Configure to save updated configuration.

Item Status

Clicking Item Status (like on the project ribbon/toolbar) will drop down a color-coded status menu where you can select a different status.

By default, your items are active. Changing an item’s status will change the color of the item on the spreadsheet as shown.

 

AQ_Right_Click_Item_Status_Menu

Watch the Video

AQ Basic Training Chapter 10 — Project Navigation & Toolbars