Configure Design/Bid Package Categories

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6 months ago

Configure Design/Bid Package Categories

Design/Bid package categories are available for additional sorting of information. For example, a project with three buildings could have three categories (Building 1, Building 2, Parking Structure).

You must be a Project Administrator to add, edit or delete categories.

An unlimited number of categories can be added.

Any category linked to a document cannot be deleted.

To configure design/bid package categories

Select Administration > Module Configuration from the right navigation panel of the Design/Bid Packages module.

Scroll down to the Category section of the page and enter the new category in the Add Category field.

Click Save Settings at the bottom of the Category section.

To add a category to multiple modules, see Populate Categories Across Modules.

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