Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project, and it is often the first document created in a
Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project, and it is often the first document created in a
To create a Bid document: From the Site Menu select Create Document. From the Crete a New Document pop-up window, select Create Bid. A Bid document window will open. If
Estimate documents largely serve as “wrappers” for routing attached estimate workbooks in Microsoft Excel. An Estimate document is usually created before ir in the earliest stages of a project. Estimate
To create an Estimate document: From the Site Options menu, select Create Document. From the Create a New Document pop-up window, select Create Estimate. An Estimate document window will open.
The Project Setup document, containing project contract information, us the premier document for your project. Once the Project Setup is created and saved, you can access that project’s dashboard and
There are two ways to create a Project Setup document: from a Bid document with a Status of Awarded, and manually (no Bid document). To create a Project Setup from
The Project Setup Actions and Options menu initially offers the following choices: Alerts, View Changes, Initial Budget, Clear Budget, Change Project ID, and Delete Project. Notes Once the Status is Committed,
After you save your Project Setup document, sfPMS creates the Project Dashboard. In the top-right corner of the screen is the icon for the Actions menu. Refresh Page Refresh data
Budget documents detail the original and current anticipated spending for your project through corresponding BFA workbooks. An initial Budget document, with a blank BFA workbook, is created when you first
A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways to open the Initial Budget document to access the BFA