---
title: Overview Screen
description: "**Objective**: In this video and/or step by step walkthrough, you'll learn about the overview screen [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Overview-Screen-1.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Overview-Screen-1.mp4) #### Open your Web Browser Google Chrome, Microsoft Edge and Firefox are all supported by VECTOR. #### Type in the VECTOR Administration URL Type:…"
url: "https://vectortakeoff.com/support/knowledgebase/overview-screen/"
updated: "2022-05-12"
category: BidPrep Manager
tags:
  - contacts
  - edit bids
  - events
  - notes
---

# Overview Screen

**Objective**: In this video and/or step by step walkthrough, you'll learn about the overview screen

      [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Overview-Screen-1.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Overview-Screen-1.mp4)

#### Open your Web Browser

Google Chrome, Microsoft Edge and Firefox are all supported by VECTOR.

#### Type in the VECTOR Administration URL

Type: https://admin.edgeestimator.com or go to the **VECTOR Administration** by clicking: [https://admin.edgeestimator.com](https://admin.edgeestimator.com/)

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/login1-1-e1639677969935.jpg)

#### Access the Bid Preparation Manager Screen

Click the **VECTOR** drop-down

Click on the **Bid Preparation Manager **

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-16T110411.528-e1639670815759.png)

#### Choose the Bid

Click on the **Bid Name** to open it

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot_75-e1641497638914.jpg)

This is the overview screen for this bid as indicated by the highlighted tile on the left toolbar. This screen will be the source of how you navigate through this bid

#### Bid Information Editing

Click the **Edit** button that is directly inline with **Bid Information**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot_76-e1641497797918.jpg)

The **Edit Project's Bid Information** window will open

All fields are editable except the **Unit System**

Make your edits, then click **Save Changes**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot-2022-01-06T143831.320.png)

#### Collaborative Notes

Adding a Note:

Click in the **Add Note** field

Type your Note and hit **Add Note**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot_77-e1641498149995.jpg)

If you need to start over, hit **Clear** and begin typing your new note

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot_78-e1641498312560.jpg)

Notes added by yourself or previous users will appear in the list and will include a date and timestamp

#### Edit a Note

Click the **Edit** button

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot_79-e1641498449672.jpg)Edit your Note

Click **Save Edits**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Screenshot_80-e1641498549826.jpg)

#### Remove a Note

Click **Remove**

Click **Yes** to confirm

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-16T135335.311.png)

You are only able to edit or remove notes created by you, not by other users

#### Events Table

This table displays status updates within the bid, such as uploading a Revit file or exporting a scenario to the Edge Estimator Application

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_43-e1639681265124.jpg)

#### Contacts Section

Click the arrow to expand the **Owner Section**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-16T140603.732.png)

#### Contacts Edit

Click the **Edit** button

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_44.jpg)

Make your edits in the **Edit Project's Owner** window

Click **Save**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-16T141204.508.png)

The functionality and required steps to edit are the same for the Owner, Architect, General Contractor and Builder sections