Implementation plan - Estimating - 02 - Drawings and specifications
Configure drawing settings, access a lead, and view or upload drawings and specifications to support estimating.
02.1 - drawings and specifications
| Step | Task description | Help topic | Training videos | Application form |
|---|---|---|---|---|
| 1 |
Review drawing disciplines in Settings ( ) > Feature Settings > Drawings. |
View | Not available | Form |
| 2 | Go to Leads and select the current lead from the list. | Not available | Not available | Form |
| 3 | Select Drawings or Specifications in the Lead Library section. | Not available | Not available | Not available |
| 4 | View or upload drawings. | View | Not available | Not available |
| 5 | View or upload specifications. | View | Not available | Not available |