Rename Drawings in a Bid Board 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.

• Additional Information:

  • 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.

  • All drawings in the project must be PDF in Vector format. See What is the difference between raster and vector content in PDFs?

Steps

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.

2. Click the Documents tab.

3. Click the ellipsis  icon next to the relevant drawing.

4. Click Rename.

5. Add the new drawing name.

6. Press Enter on your keyboard to save.

Next Steps

• [If applicable, insert a link to the next step in the workflow. Otherwise, delete this section.]

See Also

• Auto Rename Drawings in a Bid Board Project
• How does the Documents tab search work in the Estimating Tool?
• Manage Takeoffs