This collection of OneOffice guides provides tasks that can be completed in the Planning Phase.
How to Create a Contract in OneOffice and a List of Available Sections Listed on the Contract Menu.
How to Combine Like Items in a Contract, a Description and Example of Each Combine By Option Available in OneOffice, and Where Items will be Combined.
How to Add a Planning Ad for a Contract on OneOffice.
How to Add Additional Projects to a Contract.
How to Add in Project-Specific Data.
How to Find, Add, Modify, Import, and Copy Project Items.
How to Reorder, Resequence, and Remove Duplicate Line Numbers.
How to Add a Contingency Price or Set a Bid Vault in OneOffice.
How to Move a Project to a New Contract.
How to Find and Search for Historical Item Prices.