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There are two ways to access the bidding module. The first is from
- Use the top navigation tabs
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- if you are not already working in a project.
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- Use the project menu on the left side of the page by selecting Bidding.
Add Bid Packages
To add bid packages:
- Click Add Bid Packages. The Add Bid Package Details page appears.
- Enter all required fields:
- Bid Package Name
- Bid Start Date/Time
- Bidding Contact
- Bid Due Date/Time
- Bid Documents Setup
- Bid Documents Folder
- Bid Response Supporting Documentation Folder
- Click Save
In addition to the required fields the following fields are part of the form and may be completed.
- Bid Package Description
- Pre-Bid Meeting Date/Time
- Pre-Bid Meeting Location
- Required to Attend Pre-Bid Meeting
- Tentative Award Date
- Tentative Work Start Date
- Tentative Work Finish Date
- Allow Bid After Due Date?
- Bid Sq Ft
- Bid Instructions Document
- Allow Electronic Bid Submission
- Supporting Documentation Required
- Bid Submission Custom Fields
- Allow Public Bids
- Bid Award to Commitment
- Include Bid Response Attachments
- Bid Item Custom Fields (#3)
Access Bid Package Details Page
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