教程
Process Guides
Settings
Documents
Cost Catalog
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
Overview
Project Management
- Create a Project in the Bid Board
- Delete a Project in the Bid Board
- Edit a Bid Board Project
- Edit Project Stages on the Bid Board
- Export the Bid Board List View
- Manage Bids from the Bid Board
- Search for and Filter Projects on the Bid Board
- Set a Bid Board Project as a Template
- View an Estimate
- View the Bid Board