If you won a project without bidding it in RedTeam Go, you can enter it with the awarded contract amounts and move it straight to In Progress. This article shows you how to set up the project, enter the contract amounts on the worksheet, and move the project to Pending and then In Progress.
Set up the project
Step 1: Click + Add Project at the top of the left navigation.
Step 2: Fill in the project details and click Add Project. For help with each field, see RedTeam Go - How to create a new project.
Enter the contract amounts on the worksheet
The simplest way to make your RedTeam Go total match the owner contract is to enter each cost code as a lump sum and turn off every markup except Profit.
Step 1: Click Bidding > Worksheet > Base Bid.
Step 2: Click Add/Remove Cost Items. In the Select Cost Items window, click a cost item to move it between Cost Items Not Selected and Cost Items Selected. Click Done when the worksheet has the cost codes you need.
Step 3: Click Set Markups and enter 0 in the Labor Burden, Sales Tax, General Liability and Overhead boxes. Each box saves when you click out of it. Close the window.
Step 4: Click a division to see its cost codes. For each cost code, enter a Qty and Unit $ that add up to the amount in your contract. The quickest way is to enter 1 in Qty and the full amount in Unit $; you can use any unit. The amount should include any markups except Profit. If the contract includes alternates, include them in the amount.
Step 5: Hover over a cost code and click the Bid Note icon to add the scope of work for that cost code. Include the base bid scope and any alternates. Bid notes carry into the project's Scope of Work.
Step 6: Check that each division total matches the budget you created outside RedTeam Go.
Step 7: If your RedTeam Go total is different from the owner contract value, click Set Markups and enter the difference as a dollar amount in the Profit dollar box.
Move the project to Pending and In Progress
Step 1: Click Projects at the top of the page. Click the ⋯ icon at the end of the project's row and click Set to Pending. Confirm in the windows that follow.
Step 2: When the project total matches the owner contract exactly, click the ⋯ icon on the project's row again and click Set to In Progress. RedTeam Go shows the contract value for you to check. Click Contract Value is Correct, then complete the job set-up details to finish. If the value is wrong, click Return to Bidding and correct the worksheet.
Note: Make sure your project total matches the owner contract to the penny before you move the project to In Progress. You cannot move an In Progress project back to Bidding, and after this point the project total can only be changed with an owner change order.
For more on markups, see RedTeam Go - How Do I Set Project Markups?.