Add Notes to Individual Line Items on an Estimate

Objective

To add notes to line item groups or individual line items on an estimate.

Things to Consider

• Required User Permissions
• Deleted notes cannot be recovered.

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 Estimating tab.
3. Locate the line item group or individual line item you would like to add notes to. 
4. Locate the Notes column within the Estimate table .
   Note: You can adjust the width of columns in the Estimate table to display more text.
5. Click the Notes column on the row for the line item group or individual line item where notes are being entered. 
6. Type your desired text. Notes are saved automatically upon entry.

See Also

• Add an Estimate