6. SENDING BUILDING CONNECTED LINK TO B & L
1. Follow steps 18 through 20 in Adding Documents to Building Connected above. 2. Create a new email (B&L’s email is printing@blblueprint.com) paste the link (Ctrl V) into the email and instruct B&L on how many copies, size, etc. of the bid documents you need. In the Subject line, put the project LCI #.
7. POWERTOOLS
Click on the PT Solicitation icon (right screen, top left) PowerTools password is 1234567.
7.1 HOW TO COPY SUB LIST IN PT
1. Go into (double click) BID PROJECT INFO 2. Click on drop down arrow next to SELECT DIFFERENT BID/PROJECT 3. Find the LCI # of the project you want to copy and click on it (make sure the correct project is on the screen). 4. Go into COPY PROJECT(S) TO NEW. A screen called COPY EXISTING PROJECT(S) INTO A NEW PROJECT will pop up. 5. Go down to the NEW Project # box and enter the LCI # of the project you are creating the list for. 6. Go to NEW Project Name and enter the project name. 7. Click Ok. It will take a few minutes to process. 8. The BIDS – PROJECT INFORMATION screen will pop back up. Close out of this screen by clicking “Add-Ins” (top left of the screen) and then click on Close (below the Add-Ins tabe to the left). 9. Click on the drop down box next to Bid# and find the LCI # of the project you just created. It should default to the project, but double check that it did. 10. Go into BID PROJECT ADDRESS BOOK 11. NOTE: The estimators may have you delete subs from the list after you have copied it (see 7.2 How to Delete Subs from a Sub List below, steps 3 through 7). 12. The estimator may also have you add subs to the list (see steps 10 through 19 in How to 7.3 Create a New Sub List in PT). 13. Sort the Contact column from A to Z by clicking on the drop down. 14. If there are any companies that do not have a contact showing, click on the drop down box and pick a contact. If there is a name with an * after it, choose that contact. Otherwise just pick one. If there isn’t a contact name to choose, make sure that there is a fax # for the company. 15. Sort the Company Name column from A to Z.
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