Edit a Bid Board Project
Things to Consider
Required User Permissions for the Bid Board tool.
Required User Permissions for the Estimating tool.
Required User Permissions for the Portfolio Planning tool.
When using the Estimating tool, the Overview tab is only available for projects that originated in the Bid Board tool. See Add a Bid Board Project to the Portfolio Tool.
Steps
Navigate to the Bid Board or Portfolio Planning tool and select the project.
ORNavigate to the project's Estimating tool.
Click the Overview tab.
Click into any field to edit information.
Note: Changes are automatically saved.