Import an RFP package from another estimate

  1. On the Estimate page, go to the Bid Management tab.
  2. Select Add / Import.
  3. Select Import From Other Estimate.
  4. Select the Source.
  5. Select the Lead or Project #.
  6. Select the Estimate.
  7. Select one or more RFP Packages.
  8. Select Import.

Next step: Tag estimate cost items in RFP package