Edit a Bid Board Project

Objective

To edit general information for a Bid Board or Portfolio Planning project.

Things to Consider

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