Manage Inclusion and Exclusion Libraries for Estimates
Objective
To manage your inclusions and exclusions library for the Estimating, Bid Board, or Portfolio Planning tools.
Background
When creating an estimate, you may want to add inclusions or exclusions. If you tend to use the same inclusions and exclusions, you can store them in their respective libraries to be used across all projects.
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.
- Inclusions and Exclusions added to libraries are automatically available across all projects.
Steps
- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR - Navigate to the project's Estimating tool.
- Click the Estimating tab.
- In the 'Notes' section, locate the 'Included' and 'Excluded' sections.
- Click Browse Library in the 'Included' or 'Excluded' section to open the respective library.
- Take one of the following steps:
- Add Inclusion or Exclusion
- Edit Inclusion or Exclusion
- Delete Inclusion or Exclusion
Add Inclusion or Exclusion
- Click New Inclusions or New Exclusions.
- Enter the Name and Content.
- Click Confirm.
Edit Inclusion or Exclusion
- Click the vertical ellipsis
next to the inclusion or exclusion and select Edit. - Edit the Name or the Content.
- Click Confirm.
Delete Inclusion or Exclusion
- Click the vertical ellipsis next to the inclusion or exclusion and select Edit.
- Edit the Name or the Content.
- Click Confirm.