教程
Process Guides
Settings
Documents
- Auto Rename Drawings in a Bid Board Project
- Delete Documents from a Bid Board Project
- Download Documents from a Bid Board Project
- Rename Drawings in a Bid Board Project
- Rotate Drawings in a Bid Board Project
- Send Estimate Drawings to the Documents Tool
- Send Estimate Drawings to the Drawings Tool
- Upload Documents or Drawings to a Bid Board Project
Estimating
- Add a Change Order for an Estimate
- Add Adjustments to an Estimate
- Add an Estimate
- Add Inclusions and Exclusions to Estimates
- Add Notes to an Estimate
- Add Notes to Individual Line Items on an Estimate
- Assign a Budget Code in an Estimate in the Bid Board and Portfolio Planning Tools
- Bulk Update a Bill of Materials
- Configure Columns for an Estimate
- Configure Estimate Table Settings
- Configure Settings for an Estimate in the Estimating Tab
- Confirm Estimate Summary Items
- Copy a Group to Another Project
- Create a Library of Inclusions and Exclusions
- Create a New Estimate Group
- Create a Purchase Order from an Estimate
- Edit an Estimate
- Export a Bill of Materials
- Export an Estimate
- Import a Bill of Materials
- Include an Alternate Estimate with the Primary Estimate
- Manage Inclusion and Exclusion Libraries for Estimates
- Merge Estimates
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
Takeoff
- Add Items to a Cost Catalog from Estimating
- Add Negative Takeoffs
- Add Takeoffs
- Configure Your View for Takeoffs
- Copy or Move a Group to Another Estimate
- Manage Drawing Revisions for Takeoffs
- Manage Takeoff Groups
- Manage Takeoffs
- Run Auto Count Takeoffs
- Run Automated Area Takeoffs
- Set the Drawing Scale for Takeoffs