Import an RFP package from another estimate

1. Go to Leads or Projects and select a lead or project from the list.
2. On the Lead or Project page, select Estimates in the Preconstruction category of the Lead Menu or Project Menu section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Bid Management tab.
6. Select Add / Import > Import From Other Estimate.
7. Select the Source.
8. Select the Lead or Project #.
9. Select the Estimate.
10. Select one or more RFP packages from the list.
11. Select Import.

Next steps: Tag estimate items in the RFP package.