Edit a Bid Board Project

Objective

To edit general information for a Bid Board or Portfolio Planning 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, the Overview tab is only available for projects that originated in the Bid Board tool. See Add a Bid Board Project to the Portfolio 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 Overview tab.
Fill out the fields as necessary. Changes are automatically saved.

Tip

Select Locked in the Estimate Pricing field to lock the proposal's Estimate and Takeoff data while still allowing document uploads.

See Also