Add Notes to an Estimate

Adding notes to your estimate ensures that all stakeholders have a clear understanding of what is included or excluded from the project scope. By documenting the scope of work and attaching relevant files, you create a comprehensive record that helps prevent miscommunication and supports more accurate project planning.

• Required User Permissions:

  • 'Standard' or 'Admin' level permissions on the project’s Estimating tool.

• Additional Information:

  • Notes added via the Bid Board or Estimating tools are available throughout the entire account when looking at an estimate.

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.

2. Click the Estimating tab.

3. In the 'Notes' section, click the caret icon to expand the section.

4. Click into any of the following fields to enter your information:

   • Scope of Work

   • Included

     • To delete a section, click the Delete icon.

     • To add from your library, click Browse Library. See Create a Library of Inclusions and Exclusions.

   • Excluded

     • To delete a section, click the Delete icon.

     • To add from your library, click Browse Library. See Create a Library of Inclusions and Exclusions.

   • Project Notes

5. Notes are saved automatically upon entry.