In the Introduction section, we gave you a brief look at the Projects and Bids List screen. The Projects and Bids List is the main starting screen for ConstructConnect Takeoff - this is the running program, and where you find and manage your projects and bids (hence the name...).
At the end of this Chapter, you should understand how the Projects and Bids List is laid out, how to navigate through your projects, and how to use the Recycle Bin. We cover creating projects and bids and managing access to your projects in the next Chapter.
As we explained in Chapter 1, your Projects and Bids List shows every project to which you have access, even if read-only - see Related Articles for a refresher on how Projects can be added to your Projects and Bids List.
When you open ConstructConnect Takeoff,
- If you clicked on "Send to Takeoff" in Project Intelligence or Bid Center, or "ConstructConnect Takeoff" in document viewer/web takeoff, that project is added to your ConstructConnect Takeoff Projects and Bids List. The program launches and the Current Bid is opened for you, automatically. You can always close that bid and open any other bid in your list. You can also close that bid and open a completely different bid in a different project.
- If you launched ConstructConnect Takeoff from your desktop, your Projects and Bids List shows you every project in your Organization to which you have some access (even if that access is "Read Only").
|
What |
What it is or What it Does |
|
Toolbar |
Provides access to add, duplicate, and delete Projects and Bids |
|
You |
Opens a menu that provides access to your program Settings, your Organization's Masters and Templates, and various Support and Training options (including this User Guide), and to logout. |
|
Search |
An Omni Search that searches the Project and Bids List Project Name, Bid Name, Estimator, Project Type, Status, or Access Level.
|
View Density
(Gear icon) |
Allows you to toggle between Compact and Comfortable views so you see more or fewer rows. |
|
Projects and Bids |
All the Project and Bids to which you have some access (even read-only). Bids are shown under their Project. You can sort and filter using the controls located in the column header. You can choose which columns are shown (covered below). |
|
Recycle Bin |
Your Recycle Bin stores Projects and Bids after you delete them. You can delete individual Projects and Bids from the Recycle Bin to remove them permanently, or "empty" the Recycle Bin to remove all Projects and Bids in it, permanently. |
|
Organization and User |
Shows you the current Organization and log name. |
Showing and Hiding Columns
Click on the Column Picker control 
in the upper-left corner of the list.
You can hide or show whichever Columns you need to help you locate and organize your Projects. Just toggle the check mark on and off to show-hide that Column.
In our example, we removed the check mark for "Organization" because, at this time, you can see Projects for only one Organization. This frees a up a little room to see other columns.
Before we go any further, we need to explain what a Project is and how they are created.
Multi-User Collaboration