Step 17:
Link External Documents

To prepare cover letters, proposal documents or organization charts create the document in the appropriate application. Click on "Link Documents" under the utilities menu to link the document to the estimate.

Step 18:
Enter Bid Results

You can enter the results of the bid here.

Step 19:
Print Reports

There are over 80 reports within the system covering Bid Preparation, Bid Closing, Resources in the Bid, Resource Rates, Currency Exchange Rates & Measurement Conversion Factors.

Generate Reports:
To select and print a report click on the “Reports” Icon, select the category of report and click “Generate”.

Preview, Edit & Print Reports:
If you select to view the report you have the option of editing text and deleting rows and columns before you print the report.

Reports Package:
To setup a standard set of reports, tag the reports to be included and click on “Save as Package”. To print a package of reports click on “Open Package”, select the appropriate package from the list and click on “Generate”.

Generate Directly to Excel:
If you wish to print out a report directly into Excel format, click “Generate” and then from the report preview menu, select “Excel”. You must have Excel installed for this feature to work.