Create a Project in the Bid Board

When you add a new project to the Bid Board or Portfolio Planning tool, you can add details, upload documents, and begin the takeoff and estimating process, all from the same tool.

• Required User Permissions:

  • Required User Permissions for the Bid Board tool.

  • Required User Permissions for the Portfolio Planning tool.

  • The star icon indicates Premium features available for purchase in Standalone Estimating and Free Accounts only.

• Additional Information:

  • ‘Read-Only’ level permissions are required to be an ‘Estimator’ on a Bid Board project.

1. Navigate to the Bid Board or Portfolio Planning tool.

2. Click + Create New Project.

3. Select either Create empty new project.
   OR
   Create Project from template

   • Choose a template from the dropdown menu.

4. Once created, your project will include these tabs:

   • Overview: A page to enter project information, add notes, and assign tasks.

   • Documents: A tool that allows youto upload and manage documents and drawings.

   • Takeoff: A tool that allows you to add and manage takeoffs.

   • Estimating: A tool that allows you to add and manage estimates.

   • Bid: A page where you can adjust bid settings and export a bid.

• Add Estimate Overview Details in a Bid Board Project

• Add Customer Information in a Bid Board Project

• Add and Manage Internal Notes in a Bid Board Project

• Add and Manage Tasks in a Bid Board Project

• Upload Documents or Drawings to a Bid Board Project