Implementation Plan - Estimating - 02 - Drawings and Specifications

02.1 - Drawings and Specifications

Step Task Description Help Topic Training Video(s) Application Form
1 Review Drawing Disciplines in Settings (gear icon) | Feature Settings | Drawings View Form
2 Click the 'Leads' icon in the left navigation pane then select the current lead in the 'Quick Select' section. This will then redirect and show the 'Current Lead Home' page. Form
3 Click the 'Drawings Specs and Invitation To Bid (ITB)' link in the 'Quick Links' tab under the 'Estimating Department' section.
4 View/Upload Drawings View View
5 View/Upload Specifications View View

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