Adding New Phases and Bids to a Project

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Users can add new phases and bids to manage evolving projects. 

1. In the project editor, click the File menu.

2. Hover over New, then select an action from the drop-down list.

  • 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

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