Create a Project in the Bid Board

Estimate Overview

In the Estimate Overview section, enter information for the following:

• Estimate Name: Enter a name for the project.
• Project Number: Enter a number for the project. 
• Project Description: Enter a brief project description.
• Estimate Pricing: Click the drop-down menu to select whether the pricing should be Unlocked or Locked.
• Estimator: Click the drop-down menu to select the person who should be assigned as the estimator for the project.
  Note: They will receive an email notification and be able to view and access the project in the Bid Board tool.
• Measurement System: Click the drop-down menu to select a measurement system for the project.
• Square Footage: Enter the square footage of the project. 
• Due Date: Click the field to select a due date on the calendar.
• Due Time: Click the field to select a time. Click AM or PM as relevant.
  Note: If you do not select a time, the due date time is set to 12PM by default.

Customer Information

1. If you want to add customer information, click Add Customer.
2. Select a customer contact from the list.
   Note: Use the search bar if necessary.
3. Click Select to confirm the contact.

Add Notes

You can add and manage basic notes to the Notes section for the project.

1. In the Notes section, click the plus icon.
2. Enter a note.
3. Click Create.

add Tasks

You can create and manage project tasks to assign to team members.

1. In the Tasks section, click the plus icon.
2. Complete the following information:
   • Description: Enter a description of the task.
   • Due Date: Click to select a due date from the calendar.
   • Due Time: Click to select a time.
   • Assigned To: Click to select a user to assign the task to. Click Select to confirm.
3. Click Create.
   The task is automatically added to the Tasks section.

Upload Documents

1. Click Upload Documents.
2. Select Upload Attachments.
   This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
3. Select the files you want to upload.
   Note: Click Upload More if you need to attach additional files. 
4. Click Upload. 
   After the upload is complete, the file appears in the Attachments section of the Documents page.

Upload Drawings

1. Click Upload Documents.
2. Select Upload Drawings.
   This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
3. Select the files you want to upload.
   Note: Click Upload More if you need to attach additional files. 
4. Click Upload. 
5. After your upload has been processed, your drawings will appear on the Documents page.
   At this point, you can click Start Takeoff and set the Drawing Scale and begin the takeoff process. See the steps below.