7. You can delete multiple subs at once, BUT THEY MUST FOLLOW ONE ANOTHER ON THE SUB LIST. Click as in step 4 above on the first sub you want to delete, then go down to the last one and hold the shift key down and click on the last sub; thenhit the Delete key.
7.2a HOW TO ADD SUBS TO A SUB LIST
1. Go into BID PROJECT ADDRESS BOOK 2. This is where you will add the subcontractors on the list the estimator has given you. 3. Click on ADD TO ESTIMATE ADDRESSES (to the right of the project name). 4. To add subs, you need to know what trade (Code-Sub) each sub is under ( refer to the PT Phase Code List ). The estimator should group the subs by trade for you. If they have not done so, have them do it. 5. Click on the drop down arrow next to CODE-SUB and find the trade # you want to add and click on it (i.e. 09510-006- 0 will bring up all of the Acoustical Ceiling subs). When you click on the trade #, the trade name will be to the right of it). 6. The subs will be in alphabetical order. Find the first sub you want to add and click on the box under the Assign column (1 st column on the left). 7. Check the boxes for each+ of the subs for this trade. 8. Click on ASSIGN CHECKED TO ESTIMATE (left of the CODE-SUB box). 9. Click OK 10. Continue to follow steps 14 through 18 until all trades/subs have been assigned. 11. If you cannot find a sub, see 7.4 Add Subs To Viewpoint (VP) .
7.3 HOW TO CREATE A NEW SUB LIST IN PT
12. Go into (double click) BID PROJECT INFO 13. Click on the icon to the left of Add Bid / Project on towards the upper left of the screen. 14. A new screen will pop up. 15. In the Bid/Project # box, enter the LCI # of the project (towards upper left of screen) 16. In the Project Name box under the Project Info / “PO” Ship To column, enter the project name. 17. Close out of this screen. 18. The BIDS – PROJECT INFORMATION screen will pop back up. Close out of this screen. 19. Click on the drop down box next to Bid# and find the LCI # of the project you just created. 20. Go into CREATE INVITE TO BID, and make sure ITB or that there is something in the Invitation Description box. If not, type in ITB. Close out of this screen. 21. Go into BID PROJECT ADDRESS BOOK
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