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03.01 What are Projects?
There are two ways projects get added to your Organization's project list: Someone in your organization accesses a project in Project Intelligence and sends it to ConstructConnect Takeoff. Someone in your organization creates a project in ConstructConnect… |
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03.02 Working with Project Intelligence Projects
There are two ways you can create a Takeoff project linked to a Project Intelligence project: In Project Intelligence, while viewing details about a project, click "Prepare for Takeoff". In ConstructConnect document viewer (if you are looking at the plans,… |
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03.03 Copying a Sample Project to Your Organization
You can use Sample Projects for training/onboarding new estimators and/or learning program additional functionality. You can even use the templates in them to get started on a project of your own. Before you can do anything with Sample Projects, you'll need… |
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03.04 Creating a Project Manually - Step 1 - Create the Project and Base Bid
You can create a project from scratch (manually) any time you want. The process involves creating the project, adding Plans, and then, optionally, adjusting access restrictions. Step 1 - Create the Project (and Base Bid) From your Projects and Bids list,… |
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03.04.01 Creating a Project Manually - Step 2 - Adding Your First (Initial) Plan Set
After you save the project, the Plan Organizer opens so you can add an initial Plan Set. This is a fairly long article, we apologize for that, but there just is not a good way to break it into multiple articles without losing one's train of thought, please… |
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03.05 Uploading Plans Indicator and Resume Interrupted Upload Button
While the program is uploading plans, you see an upload indicator next to the project's Name. If you close out of the program right now, you are notified that you are interrupting an upload in progress: If you click No, the upload is interrupted. At this… |
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03.06 The Project Cover Sheet
A Project is container of sorts where you store all the Plan Sets and Bids (including the your takeoff and estimate) associated with a specific construction job. Quick things to know about Projects: All Bids within a Project share access to all the Plan Sets… |
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03.07 What is the "Current Bid"?
Most projects contain several bids. For example, maybe you start your project with a pre-construction bid, then move into a more complete and thorough bid, or maybe you need to account for some Alternates or Changes Orders. Either way, there is usually a… |
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03.07.01 Setting the Current Bid
To set the Current Bid, open the Project Cover Sheet by clicking the button next to the project's Name in the Projects and Bids List. After the Project Cover Sheet opens, click button to put the Cover Sheet in edit mode. Click the Current Bid drop-down and… |
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03.08 Manage Project Access Level for Organization Users
One of the main benefits of using ConstructConnect Takeoff is that you can collaborate with others in your Organization on your project. Here are a few key points to remember about collaboration. When you (or anyone else in your Organization) creates a project,… |
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