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02.01 Digging into the Projects and Bids List
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… |
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02.02 Projects and Bids List Toolbar and Context-Menu
Along the top of the Projects and Bids List, is the toolbar, split into three sections. The Projects and Bids menu, the Masters and Settings section, and Search. Toolbars Project and Bids List Toolbar Button Description Shortcut (if any) What it does/How… |
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02.03 The Difference Between Projects and Bids
We have been talking about "Projects" and "Bids" a lot, but before we go any further, we should probably explain how we use those terms in ConstructConnect Takeoff. Whether you are new to electronic takeoff or have used another takeoff and estimating product,… |
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02.04 Opening a Bid
To open a Bid, first, you have to expand the project in which the bid exists. Locate the project and click the expand control (the sideway-facing triangle) next to its name. From the list of bids, double-click the Bid Name to open that bid - a new window… |
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02.05 Closing a Bid, Closing the Program, or Closing an Undocked Pane or Tab
Closing a Bid v. Closing the Program v. Closing an Undocked Pane or Tab If you work in multiple bids at the same time or undock the Takeoff, Summary, or Worksheet Tabs, or open and undock multiple Takeoff windows, it is important that you close the correct… |
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02.06 Duplicating Projects and Bids
You can duplicate an existing project, including all bids contained within the project, or you can duplicate individual bids within a project. To create an exact copy (Duplicate) of a Project or Bid: Select a project or bid you want to duplicate and click… |
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02.07 Deleting Projects and Bids
You can delete a project, which deletes the project and all bids within that project, or you can delete individual bids. Note If you are not the Project Owner on a project, you cannot move the project or any bids to the Recycle Bin - only a Project Owner… |
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02.07.01 Restoring Projects and Bids from the Recycle Bin
If you have not emptied the Recycle Bin or permanently deleted a project or bid from the Recycle Bin, it is possible to "Restore" a project or bid (which is the purpose of a Recycle Bin, after all). First, expand the Recycle Bin - click the sideway-facing… |
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02.07.02 Permanently Deleting Projects or Bids and Emptying the Recycle Bin
When you delete a project or a bid, it is moved to the "Recycle Bin". As mentioned in the previous article, you can restore projects and bids from the Recycle Bin. To permanently remove projects and bids, you either empty the Recycle Bin or select a bid or… |
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02.08 Searching, Filtering, and Sorting the Projects and Bids List
Searching The Search box at the top of the Projects and Bids Lists allows you to Search Project and Bid List. In our example below, we typed "cut" into the Search box and the list filters to show only those projects that contain those letters (project/bid… |
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