In this article:
Accessing Projects
Advantage > Estimating > Projects

Creating a New Project
- Click the New Project icon

In the Project Wizard:
- Click Next to continue

- Fill in the basic project information.
- 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

- Click the Sections tab to view the Sections list.

- Click the Section Picker icon
- Check the box beside each section being bid

- Click Ok to continue.
Bids Tab
Add Bid Recipient Information
- Click the Bids tab

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

- Select Add Recipients from customer list menu

- Select Customer
- Click OK to continue

- Fill in pertinent information

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