Tender Board - Tutorials

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

Takeoff Add Items to a Cost Catalogue 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 Catalogue from Estimating Add a Variation for an Estimate Add an Estimate Assign a Budget Code in an Estimate in the Tender 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 Tender Proposal Create and Edit Proposal Templates Edit a Proposal with the Proposal Builder Export a Proposal Generate a Proposal Submit a Tender Proposal