Download Documents from a Bid Board Project
Objective
To download drawings or attachments from a project that was created in the Bid Board or Portfolio Planning tool.
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.
Steps
- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR - Navigate to the project's Estimating tool.
- Click the Documents tab.
- Click the vertical ellipsis icon next to the folder or document that you want to download.
- Click Download.
The documents automatically download to your computer.