Send Documents or Drawings on a Bid Board Project
Background
You can send drawings or documents uploaded to the Documents tab in the Estimating tool for a project that was originally 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, uploading documents is only available for projects that originated in the Bid Board tool. See Add a Bid Board Project to the Portfolio Tool.
- The following documents can be uploaded: image files, PDFs, text files, and Excel files.
- Drawings sent using this method are initially unpublished and require review and publication in the Drawings tool.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.
- Follow these steps to:
Send drawings
- To send an individual drawing, click the relevant drawing folder.
Note: To send an entire drawing folder, click the ellipsis icon
next to the folder. - Click the ellipsis icon next to the drawing.
- Select Send to Drawings tool.
- A banner should appear that says Preparing export to Drawings tool. This may take several minutes.
- When successful, a green banner should appear that says Export to Drawings tool finished.
OR
- Select Send to Documents tool.
- A banner should appear that says Preparing export to Documents tool. This may take several minutes.
- When successful, a green banner should appear that says Export to Documents tool was successfully finished.
Send documents
- To send an individual document, click the relevant document folder.
Note: To send an entire document folder, click the ellipsis icon next to the folder. - Click the ellipsis icon next to the drawing.
- Select Send to Documents tool.
- A banner should appear that says Preparing export to Documents tool. This may take several minutes.
- When successful, a green banner should appear that says Export to Documents tool was successfully finished.