Access to the Bid Board is controlled by Rights.
The 'View All Bids' Right will allow a User to see all Bids, or only unassigned and Bids assigned to them.
Open the Bid Board by clicking the button on the Home Page, or from the sidebar menu.
- The listing contains Bids in 'Bidding' status.
- Click the 'View All Bids' link at the bottom to see all of the Bids.
Add a new Bid
- Click the 'Add Bid' button. The Add Bid form is displayed.
- Select a Department, Enter a Bid Name, select the Due Date, PM, and Base Amount.
- Choose from the list of existing Requestors, or add a new one using the + button. Additional Requestors can be added once the Bid has been created.
- Choose from the list of existing Contacts, or add a new one using the + button.
- Select Bid Status, Project Type, and Discipline.
- Enter the Address, Notes, and Scope of Work (SOW).
- Click the Add Bid button.
On the Bid Board, click to expand the Actions menu, then click 'View'. The Bid is displayed.
Click the hamburger menu to add additional Requests or to edit the bid.
Add Notes and Files to the Bid. Can also add files to each Requestor.
- Requests are edited using the 'Edit' button on each Bid tab.
The Contact, Due Date, and Base Amount can be adjusted when editing a bid.
- Override fields allow changes to the Base Amount.
- Enter an amount directly, or a + - percentage.
For Bids that have more than one Requestor, when the status of the Bid is changed to Closed, Lost, or Won, all the other Requests are automatically changed to Closed.
When the status of a bid is changed to 'Won', a modal appears to convert the Bid to a Job.
- A Job can also be added directly, without a Bid.
The 'Add Job' form is pre-populated with information from the Bid.
Add more information as needed. These can be added later.
- Job Start/End Time
- Assign Foreman, Supervisor, PM
- Check the 'Parking Eligible' box and set a maximum $ Amount (Limit) for reimbursements. The default amount is $10.
- The 'Contract Amount' fields are required to complete the Bid to Job conversion. These amounts can be changed after the Job is created.
Please refer to the "Jobs" tutorial for guidance on Jobs.