Reference
Reference
Roles and permissions, every status list, part use conventions and how pricing works.
Look things up here: who can do what, what each status means, and how BidUnity applies part uses and prices. The status lists and catalog rules live in their own sections, so the cards below link to them.
Roles and permissions
User types, work roles, Timesheet Admin, and what each can see and do.
Project statuses
What each project status means and when it is set.
Proposal statuses
What each proposal status means and what changes it.
Contract and change order statuses
Contract statuses, change order statuses, what Approved includes, and billing labels.
Procurement statuses
Requisition, part and delivery statuses, and requisition types.
Part use conventions
How part uses size frame and door parts on elevations, with worked examples.
How pricing works
List price, multipliers and margins, with worked examples.