Adding New Phases and Bids to a Project

To manage evolving projects, users have the option of adding phases and bids. Users may add the following to any project:

• New Phase- creates a new phase with a blank bid
• New Phase Like- creates a copy of the phase and the selected bid (bid status defaults to (new))
• New Bid- creates a blank bid within the phase
• New Bid Like- creates a copy of the selected bill of material to a new bid within the phase

1. Navigate to the Projects page. 

2. Open an existing project.

3. Click File.

4. Hover over New and select an action from the drop-down list. Note: in order to create a new bid like or new phase like, the bid or phase needing to be copied must first be selected.