Estimating User Guide

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Getting started

Organize your folders, projects and apps in Methvin

To organize your files in Methvin, you can create folders to make files easier to find and share with others.

Note: If you organize a lot of files or folders at once, it might take time for the changes to appear.

Create an Estimate project

  1. On your computer, go to portal.methvin.org. Portal Home page
  2. On the left, click New > Estimate.
  3. Enter a name for the project.
  4. Click Create.

Create a folder

  1. On your computer, go to portal.methvin.org.
  2. On the left, click Apps.
  3. In the center under the App File Structure, Click NEW DIRECTORY.
  4. Enter a name for the new directory.
  5. Click Create.

Move folders and workspaces

  1. From the Home Page, at portal.methvin.org.
  2. On the left, click Apps.
  3. In the center go to App File Structure.
  4. Right-click the folder or workspace to open the context menu
  5. Select Move to option
  6. Select the new location.
  7. Click Move.

⚠️ To move a file, you must have permission to move the file from the source to the destination, otherwise the file won’t be moved.

Archive a workspace or project

  1. Locate the workspace you want to archive inside the App File Structure.
  2. Right-click the workspace file you want to Archive.
  3. Click Archive  .

OR

  1. Locate the Project you want to archive in the recently accessed.
  2. Click on the info icon  in the left corner of the project file.
  3. This action will open a dialog box
  4. Click Archive , located in the middle at top of the dialog box.

⚠️If you accidentally put an item in the archive, you can unarchive it.

Unarchive a Project file 

  1. Locate the user setting button on the Portal Home page in the top right corner.
  2. Click the user setting button
  3. This action will open a dialog box
  4. Click on Archive in the left panel.
  5. This will show the list of archived files.
  6. Click on the file you want to unarchive.
  7. Click on the unarchive icon  .
  8. Click confirm to unarchive.

Delete a Project

In order to delete a project you must archive it first.

  1. Locate the user setting button on the Portal Homepage in the top right corner.
  2. Click the user setting button.
  3. This action will open a dialog box.
  4. Click on Archive in the left panel.
  5. This will show the list of archived files.
  6. Click on the project file you want to delete.
  7. Click on the delete icon .
  8. Click confirm to delete.

Methvin Desktop Shortcut

To access the Methvin Application go to portal.methvin.org

To create a desktop shortcut to Methvin using Google Chrome, go to the Methvin website and click the three-dot icon in the top-right corner of your browser window. Then go to More tools > Create shortcut. Finally, name your shortcut and click Create.

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