Preparing for Hand-off

To create a contract:

1. Expand the project schedule to the appropriate customer folder.

2. Single left-click the ​ project from the left side of the project schedule.

3. Click the “+” sign next to the construction estimate to expand the bid summaries.

4. Select the bid summaries to be included in the contract.

5. Either right-click and select “Prepare for Hand-off” or select the “Prepare for Hand-off” icon on the ribbon above.

6. The selected bid summaries will now be shown with the associated bid amount.