Tutorials
- Add a Bid Board Project to the Portfolio Tool
- Add a Change Order for an Estimate
- Add Adjustments to an Estimate
- Add an Estimate
- Add and Manage Internal Notes in a Bid Board Project
- Add and Manage Tasks in a Bid Board Project
- Add Inclusions and Exclusions to Estimates
- Add Items to a Cost Catalog from Estimating
- Add Takeoffs
- Apply a Template in the Bid Board Tool
- 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
- Configure Settings: Bid Board
- Configure Your View for Takeoffs
- Copy a Group to Another Project
- Copy or Move a Group to Another Estimate
- Create a Project in the Bid Board
- Create a Purchase Order from an Estimate
- Create and Edit Proposal Templates
- Create Project Fieldset
- Delete a Project in the Bid Board
- Delete Documents from a Bid Board Project
- Download Documents from a Bid Board Project
- Edit a Proposal with the Proposal Builder
- Edit an Estimate
- Edit Project Stages on the Bid Board
- Export a Proposal
- Export the Bid Board List View
- Generate a Proposal
- Manage Bids from the Bid Board
- Manage Inclusion and Exclusion Libraries for Estimates
- Manage Takeoff Groups
- Manage Takeoffs
- Merge Estimates
- Respond to a Bid from the Bid Board
- Run Auto Count Takeoffs
- Run Automated Area Takeoffs
- Search for and Filter Projects on the Bid Board
- Set a Bid Board Project as a Template
- Set the Drawing Scale for Takeoffs
- Sign a Non-Disclosure Agreement for a Bid Package
- Submit a Bid Proposal
- Upload Documents to a Bid Board Project
- View an Estimate
- View the Bid Board