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, documents are only available for projects that originated in the Bid Board tool. See Add a Bid Board Project to the Portfolio Tool.

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 into any field to edit information.
   Note: Changes are automatically saved.

See Also

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