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Planning Phase

Planning Phase

Owned by Rachel Laudner

Last updated: Jul 19, 2022 by Gabrielle Fuchs

This collection of OneOffice guides provides tasks that can be completed in the Planning Phase.

Navigation

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.