Adding Phases and Bids to a Project in O4

Users have the option of adding phases and jobs as needed. This article will explain the 4 options available for creating new bids and phases: new phase, new phase like, new bid, and new bid like.

1. Select the  icon.

2. Select "Projects" from the drop-down list.

3. The "Project/Quote Listing" page will appear.

4. Open an existing project.

5. Select "Produce", and select an action.

• New Phase- creates a new phase with a blank bid
• New Phase Like- creates a copy of a selected bid to a new phase
• 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

New Phase

1. Select "New Phase."

2. A new page will appear. Enter identifying information for the new phase. For a list of definitions for each field, click here.

New Phase Like

1. Select "New Phase Like". A new page will appear.

2. Enter the phase name and bid name to be copied. 

3. Select customers and options to be copied.

4. Select .

5. A new page will appear. Enter identifying information for the new phase. For a list of definitions for each field, click here.

6. Select .

7. The new phase like will appear in the project.

New Bid

1. Select "New Bid"

2. A new bid will appear in edit mode. 

New Bid Like

1. Select "New Bid Like." A new page will appear.

2. Enter the bid name to be copied.

3. Select .

4. The new bid like will appear in edit mode.