Delete Documents from a Bid Board Project

Objective

To delete drawings or attachments from a project's Documents tab in a Bid Board project.

Things to Consider

• Required User Permissions for the Bid Board tool.
• Required User Permissions for the Estimating tool.
• Required User Permissions for the Portfolio Planning tool.
• When using the Estimating tool, documents are only available for projects that originated in the Bid Board tool. See Add a Bid Board Project to the Portfolio Tool.
• Deleting documents is permanent and cannot be recovered.

Steps

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
2. Navigate to the project's Estimating tool.
3. Click the Overview tab.
4. Click the vertical ellipsis  icon next to the document that you want to delete.
5. Click Delete.
6. Click Confirm to permanently delete the document from the project.

See Also

• Add a Project to the Bid Board
• Add a Bid Board Project to the Portfolio Tool
• View the Bid Board