Project Summary Setup Tabs

Summary Tab

On the Summary tab, you can complete the required fields to ensure that all necessary information for your company’s general overview of a project is captured.

The sections and questions in the Summary tab are modified in:

PreBid Checklist Tab

The PreBid Checklist tab is a custom checklist for prebid information pertaining to a particular project.

Proposal Tab

The Proposal tab contains a checklist to use when preparing a proposal to ensure that all necessary information is considered and all requirements are addressed during the proposal effort. In this way, the Proposal Checklist will contain all of the information required in the proposal, from your company’s perspective. It does not produce the Proposal itself but is instead a checklist to ensure consistency.

The sections and questions in the Proposal tab are modified in:

MaintenanceData MaintenanceProject Summary SetupPreBid Proposal tab