Getting Started
- Main Menu
- Projects and Records
- How To Access "Updates" Log & Stay Up To Date
- How To Access Help "Articles"
- How To Quickly Add "Estimate", "Comparison" & "Project" From Dashboard Page
Database
- How can I upload a new project?
- How To "Edit" A Project In Database Page
- How To Enter Or Update Cost Data For A Historical Project Record
- How To Enter Or Update Design Data For A Historical Project Record
- Distinguishing Between Historical & Estimate Project Records
Estimates
- How To Create A "New" Estimate
- How To "Copy" An Existing Estimate
- Lock Estimate
- How To Add "Comps" AFTER Estimate Has Been Generated
- How To Delete, Edit, Download, View Supporting "Files" For An Estimate
Account Settings
- How To Generate A "Compare Layout"
- Add/Remove users and set access level
- How To Change WBS "UOMs" In Your Template(s)
- How To Create A "Custom Filter"
- How To Assign "Tags" To WBS Cost Fields
Bid Management
- How To Create A "Bid Package" In Your Template(s)
- How To Create A "Bid Package" In Your Estimate(s)
- How To Add Sub Contractors / General Contractors To Your Account "Directory"
- How To Assign Cost Fields To A "Bid Package" Via The "WBS" Tab In Your Template(s)
- What is a Bid Package?