You will begin setting up a new project from the Global Dashboard by going to Projects > Add Project
Next refer to the article in our Knowledge Base titled “How do I create a new project“, then follow the rest of the steps below.
Addenda
Drawings
Photos
Specifications
One of the easiest ways to get the project totals to match identically is to zero out Sales Tax, Labor Burden, General Liability and Overhead by going to Bidding > Worksheet, click on Actions > Set Mark Ups. Then for each cost code enter a quantity of 1, and the lump sum value including any mark-ups except profit.
When setting up your estimate, you can add/remove cost codes from your Estimate Base Bid by clicking on Actions > Add/Remove Cost Items.
Click on a Division to see Cost Codes. Enter line item dollar amounts as lump sums that include alternates and all markups except Profit.
When creating your bid notes on the Worksheet, include the scope of work for the base bid as well as any alternates for that cost code. Bid notes will populate in the Scope of Work on subcontracts.
Check to be sure the division totals are the same as that of your budget you created outside of RedTeam Go.
If there is a difference between your subtotal in RedTeam Go and the contract value with the owner, click on Actions > Set Mark Ups add the difference as a dollar amount within the profit box.
Set the project to Pending by going to Projects > click the Ellipse Icon next to the Project Name>Set to Pending.
As soon as your project total is accurate (see NOTE below), move your project to In Progress, following the same steps as the above, where you can proceed with all project management tasks.
NOTE: Your RedTeam Go project total MUST be exactly to the penny before you move your project to the In Progress status. Once you promote your project to In Progress your project total can only be changed via an owner change order. Moving a project backward from In Progress to Bidding is not possible once the owner contract value is set.