Bid Board - Tutorials

Overview Add a Bid Board Project to the Portfolio Tool Add and Manage Internal Notes in a Bid Board Project Add and Manage Tasks in a Bid Board Project Apply a Template in the Bid Board Tool Respond to a Bid from the Bid Board Documents Delete Documents from a Bid Board Project Download Documents from a Bid Board Project Upload Documents to a Bid Board Project Project Management Create a Project in the Bid Board Delete a Project in the Bid Board Edit Project Stages on the Bid Board Export the Bid Board List View Manage Bids from the Bid Board Search for and Filter Projects on the Bid Board Set a Bid Board Project as a Template View the Bid Board Settings Configure Settings: Bid Board Cost Catalog Add Items to a Cost Catalog from Estimating

Takeoff Add Items to a Cost Catalog from Estimating Add Takeoffs Configure Your View for Takeoffs Copy or Move a Group to Another Estimate Manage Takeoff Groups Manage Takeoffs Run Auto Count Takeoffs Run Automated Area Takeoffs Set the Drawing Scale for Takeoffs Estimating Add Inclusions and Exclusions to Estimates Add Items to a Cost Catalog from Estimating Add a Change Order for an Estimate Add an Estimate Assign a Budget Code in an Estimate in the Bid Board and Portfolio Planning Tools Configure Settings for an Estimate in the Estimating Tab Copy a Group to Another Project Copy or Move a Group to Another Estimate Create a Purchase Order from an Estimate Edit an Estimate Manage Inclusion and Exclusion Libraries for Estimates Merge Estimates View an Estimate Bid Proposal Create and Edit Proposal Templates Edit a Proposal with the Proposal Builder Export a Proposal Generate a Proposal Submit a Bid Proposal