🧮 Estimating

How do I prepare a bid in Estimating? How do I create, find or switch estimates in the bid pipeline? How do I import a BOQ and correct flagged cells afterward? How do I add, edit or reorder BOQ rows? How do I build activities under a BOQ item? How do I add starter-package resources directly to an activity? How do I add resources and enter their quantities and costs? How do productivity, crew size and resource hours work? How do I reuse company-library resources or work from a previous bid? How do crews, material assemblies and quantity rules work? How do I create reusable bid resources and update their prices? How do I organize materials and subcontractors by specialty? How do I review, lock or reopen bid resources? How do I build and distribute indirect costs? What should I check in BOQ reconciliation? How do I complete the estimate's data review? How do I set selling prices and save a Closing version? How do I print estimate details, resources or the customer BOQ? How do I issue the final bid and make later corrections? When should I create a revision snapshot? How do I add notes, screenshots, photos or sketches to an estimate item? What should I do when an estimating action cannot continue?