In this article:

Accessing Projects

Advantage > Estimating > Projects

Creating a New Project

1. Click the New Project icon

In the Project Wizard:

1. Click Next to continue

3. Fill in the basic project information.
4. Fill in contact information, (include a picture if desired).

Set Up Tab

In the Set Up Tab, the user can:

• Enter information relative to the project.
• Add information as it becomes available throughout the project.
• Much of the information comes from drop down lists built in Company Master Tables.

Activities Tab

In the Tasks Tab, the user can:

• Enter key estimating tasks to create a checklist and history.
• Add information as it becomes available throughout the project.
• Tasks may be filtered.
• Tasks are referenced in the today window.
• Tasks may be tracked if project is on a time and material basis.

Sections Tab

1. Click the Sections tab to view the Sections list.

2. Click the Section Picker icon
3. Check the box beside each section being bid

2. Click Ok to continue.

Bids Tab

 Add Bid Recipient Information

1. Click the Bids tab

2. To add Bid Recipient information, right click in the Bids pane.   

3. Select Add Recipients from customer list menu

4. Select Customer
5. Click OK to continue

                

6. Fill in pertinent information

At the bottom of screen is summary of sections bid, highlight each customer bid to review summary for that customer.