Sync data in a proposal

Sync your proposal with the global data in rate tables and libraries when the proposal's information is out-of-date. The old data will be automatically replaced with the most recent global data.

1. In the navigation menu, click Proposals.
2. On the Proposals page, select a proposal, then click More > Sync.
3. Select what you want to sync in the proposal.
   • Resources and Rates: Update resources with their latest rates and accounting calendar assignments.
   • Trips and Rates: Update trips with their latest travel expense rates.
4. In the window that appears to confirm the sync, click Yes.