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Managing Bids

Creating a New Bid

Screenshot of Bids detail and popup menu showing bid type selected
Screenshot of the Bid Detail showing the plus button to click to create the bid.
Screenshot of the New Bid dialog where user can choose to start a new bid group or add to an existing group.
1. Navigate to BidsFrom the Dashboard, click ‘Bids’ in the Main Navigation
2. Select Bid TypeClick and hold the ‘+’ button to open the popup menu; select the bid type.
3. Create Bid TypeOnce bid type is selected, click the ‘+’ to create the bid.
4. New Bid DialogChoose whether to start a new bid group or add to an existing big group.

Duplicating a Bid

Screenshot of the Bid detail with the duplicate button (plus icon) highlighted and the Bid Group portal where new versions are added
Screenshot of the dialog for duplicating a bid where the user chooses to start a new bid or add a new version to an existing bid group
1. Duplicate ButtonClick on the ‘Duplicate’ icon to duplicate a bid.
2. Bid Group PortalIf you add a new version to an existing group, it will be added to the Bid Group portal.
3. Duplicate Bid DialogChoose whether to start a whole new bid, or add a new version to an existing bid group.

Printing Bids

Screenshot of bid detail with the Print button highlighted in the footer
1. File ManueSelect ‘Print Bid’ from the File menu.
a. Use a Key CommandWindows: Use Ctrl-P to open the print window
Mac: Use Command-Shift-P to place a PDF on your desktop
2. Click on the ‘Print’ icon“Just Charges” will almost always be the best option. It only displays the line item in our bid rather than all possible items.

Awarding a Bid to Start a Job and Track Actuals

Screenshot of the Bid detail with the 'Award Bid' button highlight and the portal where the selected bid appears as 'Awarded'
1. Award Job ButtonClick the ‘Award Job’ button to change the Bid status to Awarded.
2. Select BidThe selected Bid will show as “Awarded” here.
Job will automatically open in a new screen.

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