This guide outlines the workflow for using the integrated RhinoDox and Bid Board Pro platforms in the construction estimating process. The integration allows estimators to manage project opportunities, create proposals, and track bid opportunities through a connected system. 

You'll learn how to access projects from Bid Board Pro within RhinoDox, import selected opportunities, build proposals using RhinoDox tools, and maintain synchronized data between the two platforms.

This workflow is designed to reduce manual data entry and centralize project information. The following steps will walk you through the basic process of using these integrated tools, from identifying potential projects to submitting completed bids. Each section provides clear instructions on navigating the platforms and utilizing key features to manage your estimating tasks.

Watch the walk-through videos below for an exact look at this powerful integration.

Autodesk Construction Cloud® Admins can find the RhinoDox ACC Integration in Account Administration under the "Apps" tab. Select to add to your ACC / BIM 360 Account. Your RhinoDox Integration is now active in ACC / BIM 360. 

Initial Setup: 

1. Log into your RhinoDox account
2. Navigate to the Projects menu on the left hand side and select "Bid Board Pro"
3. If you haven't done so, follow the prompts to connect your Bid Board Pro account
4. Authorize the integration to access your Bid Board Pro data
    

Importing Opportunities:

1. In RhinoDox, go to the "Bid Board Pro" section
2. View available opportunities from Bid Board Pro
3. Select the opportunities you want to import
4. Click "Import" to create new projects in RhinoDox
5. Select the Divison & Branch the projects belong to
6. If the client is already in RhinoDox, it will bring the project in automatically
7. If the client is NOT in RhinoDox, you can either match it to an existing client OR create a new client in RhinoDox

Creating Proposals:

1. Open the imported project in RhinoDox
2. Use RhinoDox's proposal creation tools to build your bid
3. Leverage scope libraries and templates for efficiency
4. Customize the proposal as needed for each specific project

Updating Bid Board Pro:

1. After submitting a proposal, update the status in RhinoDox
2. Click the Bid Board Pro Opportunity link in RhinoDox Detail Screen
3. RhinoDox will look to see if new Opportunities associated with Groups are available to add to a project in RhinoDox