Upload Documents to a Bid Board Project

Objective

To upload documents and drawings to a project that was created in the Bid Board or Portfolio Planning tool.

Background

The Documents tab is where drawings and other documents can be uploaded for a project that was originally created in the Bid Board or Portfolio Planning tool.

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 Documents tab.
  4. Follow these steps to:

Upload Documents

  1. Click Upload Documents.
  2. Select Upload Attachments.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload. 

Upload Drawings

  1. Click Upload Documents.
  2. Select Upload Drawings.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload. 
  5. After your upload has been processed, your drawings will appear on the Documents page.
    At this point, you can click Start Takeoff and set the Drawing Scale and begin the takeoff process. See the steps below.
 Important
Since the Drawing Scale determines the measurement between the drawing and actual project, it is important to configure the scale on the Takeoff page after uploading drawings.

See Also