Tutoriels
Process Guides
Settings
Overview
- Add a Bid Board Project to the Portfolio Tool
- Add and Manage Internal Notes in a Bid Board Project
- Add and Manage Tasks in a Bid Board Project
- Apply a Template in the Bid Board Tool
- Créer un ensemble de champs de projet
- Edit a Bid Board Project
- Respond to a Bid from the Bid Board
- Sign a Non-Disclosure Agreement for a Bid Package
Documents
Project Management
Cost Catalog
Takeoff
Estimating
- Add a Change Order for an Estimate
- Add Adjustments to an Estimate
- Add an Estimate
- Add Inclusions and Exclusions to Estimates
- Add Items to a Cost Catalog from Estimating
- Add Notes to Individual Line Items on an Estimate
- Assign a Budget Code in an Estimate in the Bid Board and Portfolio Planning Tools
- Configure Columns for an Estimate
- Configure Settings for an Estimate in the Estimating Tab
- Copy a Group to Another Project
- Copy or Move a Group to Another Estimate
- Create a Purchase Order from an Estimate
- Edit an Estimate
- Export an Estimate
- Manage Inclusion and Exclusion Libraries for Estimates
- Merge Estimates
- View an Estimate