Project Folders

Click the [Projects] folder to list all projects. Click the year 2022, and only the projects in that folder appear.  

Drill down through the [Project] folders until the yellow-orange ball appears, which represents a [Project]. Double-click to open the project. 

Each folder has specific rights. 

In this folder, the Project Manager and Estimator will have the following rights:  

Project Manager:  

1. Access the [Estimate(s)]

2. Write his/her own Takeoffs, however, he/she cannot modify anyone else’s takeoff 

3. Modify the extension 

4. Modify the close-out screens 

5. Move the [Project] from the Estimating Folder to the Project Management Folder 

 Estimator:  

1. Access the [Estimate(s)]

2. Add new Takeoffs 

3. Modify all Takeoffs 

4. Modify the Extension 

5. Modify the Close-Out Screens 

6. Move the [Project] from the Estimating Folder to the Project Management Folder. 

 Note: The Project Manager can also move a [Project] from the Estimating folder to the Project Management Folder.  

Project Management Folder 

Once the project has been awarded, the project (with all associated estimates) shall be moved from the Estimating Folder into the Project Management (Awarded Project Only) folder.