Revising Your Budget
Once the status of the Initial Budget (or the As Bid Budget) document has been changed to Approved, the “Original…
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Documentation
Budget Type
When a Budget document is created automatically, the Budget Type field indicates what created the Budget. By default, the Budget…
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Reversal Accounts
Project contingency accounts are frequently used to accommodate unexpected costs during a project’s life cycle. Funds are often redistributed so…
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Reviewing Prior Budgets
Budget documents and corresponding BFA workbooks that have been Approved (or Cancelled) are available for review only. To review a…
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ATC: SEND
ATC: SEND FROM email TO email SUBJ text; BODY variable options This command sends an email to the person or…
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ATC: TARGET
ATC: TARGET tablename option This command sets the Target table row for subsequent ATC: IF and ATC: SET commands. tablename is required…
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Bid Overview
Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project,…
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Creating a Bid
To create a Bid document: From the Site Menu select Create Document. From the Crete a New Document pop-up window,…
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Estimate Overview
Estimate documents largely serve as “wrappers” for routing attached estimate workbooks in Microsoft Excel. An Estimate document is usually created…
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Creating an Estimate
To create an Estimate document: From the Site Options menu, select Create Document. From the Create a New Document pop-up…
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