Adding a Note to Items

To include additional information for an estimator, you can add a note to each trade item.

To add a note to an item, perform the following steps:

1.     Open the tender details. For additional information, see Viewing the Tender Details.

The Tender items page displays a list of tender items.

2.     Hover the mouse over the More details column of an item to add a note.

The Note button is displayed.

3.     Click the note button.

The Add a note dialog box appears

4.     Enter the note in the text area.

5.     Click Save.

The note icon is added in the More details column.