Tutorials
- Add 3D Model Takeoffs
- Add 3D Model Takeoffs Using Auto-Mapping
- Add a Change Order for an Estimate
- Add Adjustments to an Estimate
- Add an Estimate
- Add and Manage Internal Notes in a Bid Board Project
- Add and Manage Tasks in a Bid Board Project
- Add Inclusions and Exclusions to Estimates
- Add Items to a Cost Catalog from Estimating
- Add Takeoffs
- Assign a Budget Code from an Estimate in the Estimating Tool
- Configure Default Estimating Settings
- Configure Default Views for Estimating
- Configure Settings for an Estimate in the Estimating Tab
- Configure Settings: Estimating
- Configure Your View for Takeoffs
- Copy a Group to Another Project
- Copy or Move a Group to Another Estimate
- Create a Prime Contract from an Estimate
- Create a Purchase Order from an Estimate
- Create and Edit Proposal Templates
- Delete Documents from a Bid Board Project
- Download Documents from a Bid Board Project
- Edit a Proposal with the Proposal Builder
- Edit an Estimate
- Export a Proposal
- Generate a Proposal
- Manage Inclusion and Exclusion Libraries for Estimates
- Manage Takeoff Groups
- Manage Takeoffs
- Merge Estimates
- Respond to a Bid from the Bid Board
- Run Auto Count Takeoffs
- Run Automated Area Takeoffs
- Search for Model Objects in Estimating
- Send a Change Order to the Change Events Tool
- Send an Estimate to the Budget
- Set the Drawing Scale for Takeoffs
- Upload Documents to a Bid Board Project
- View 3D Models in the Estimating Tool
- View an Estimate