Estimating - Tutorials
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Overview
Add and Manage Internal Notes in a Bid Board Project
Add and Manage Tasks in a Bid Board Project
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
Settings
Configure Default Estimating Settings
Configure Settings: Estimating
Cost Catalog
Add Items to a Cost Catalog from Estimating
Takeoff
Add 3D Model Takeoffs
Add 3D Model Takeoffs Using Auto-Mapping
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
Search for Model Objects in Estimating
Set the Drawing Scale for Takeoffs
View 3D Models in the Estimating Tool
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 from an Estimate in the Estimating Tool
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 Prime Contract from an Estimate
Create a Purchase Order from an Estimate
Edit an Estimate
Manage Inclusion and Exclusion Libraries for Estimates
Merge Estimates
Send a Change Order to the Change Events Tool
Send an Estimate to the Budget
View an Estimate
Proposal
Create and Edit Proposal Templates
Edit a Proposal with the Proposal Builder
Export a Proposal
Generate a Proposal