🧮 Estimating

How do I request supplier prices and compare quotes in a bid? How do I prepare, review and finalize a bid? How do I create, find or switch estimates in the bid pipeline? How do I restrict a bid or estimate to selected people in my company? Who can assign Estimator, Estimating Lead or Approver roles and grant bid access? 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? Do saved resource locks require another approval? How do I build and distribute indirect costs? What should I check in BOQ reconciliation? Why do approvals stay done, and what needs review after a change? How do I finalize the BOQ as Preliminary, Revised or Final? Which saved quotation or internal report should I print? How do I get the final quotation without approving everything again? What happens to approvals when 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? How do I apply late bid-day changes to the items left open on the owner form? How do I review notes and risks and include clauses in the quotation?