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The Construction Codes view is only available if you've managed bidders by construction codes. The construction codes view displays a list of construction codes assigned to the project, grouped by division, with the number of potential/invited bidders associated with each division in the column on the right.

Working with Bid Details

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Custom Fields Tab

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Add Notes

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Attach Remove Documents

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Attach Remove Forms

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Attach Remove Processes

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The Bidding Details tab displays all of the project's bid information. By default, the Bidding Details tab is the first tab to display when accessing the Bid Package details. Depending on your role in the project, you are able to view and edit all the details of the bid package from this page. In addition you can take the following actions from this page:

• Close Bid Packages
• Edit Bidding Details
• Send Message
• View Message History
• View/Add Notes
• View/Attach/Remove Documents
• View/Fill Out/Attach/Remove Forms
• View/Attach/Remove Processes

Custom Fields Tab

Custom Fields are setup by the e-Builder administrator. For more information about using custom fields contact the e-Builder administrator.

Add Notes

The Notes tab allows users to quickly add notes of importance to the project bid. For instance a note might be added to let users know that an addendum is being prepared and is pending. Only internal users see Notes.

To add a Note:

1. Go to the Bid Package Details page.
2. Click the Notes tab.
3. Click Add Note.
4. Enter the Note in the Note field.
5. Click Save.

Attach/Remove Documents

You have the ability to view attached documents, attach documents or remove attached documents.

To view/attach documents:

1. Go to the Bid Package Details page.
2. Click the Documents tab located toward the bottom of the page. All available documents are listed.
3. Click Attach Documents. The Attach Documents dialog box appears.
4. In the Select Attachment Method section, select your method of attachment.
5. Click Browse for Files ...
6. Search for and select a document you wish to attach.
7. If you are attaching documents from e-Builder go to step 9.
8. Search for and select the e-Builder destination folder.
9. Click Attach Selected.

To Remove Documents:

1. Go to the Bid Package Details page.
2. Click the Documents tab located toward the bottom of the page. All available documents are listed.
3. Select the checkbox next to the document you want to remove.
4. Click Remove.

Attach Remove Forms

You have the ability to fill out forms, attach forms or remove forms.

To fill out forms:

1. Go to the Bid Package Details page.
2. Click the Forms tab located toward the bottom of the page. All available forms are listed.

3. Click Fill Out Form. The Fill Out Form on <Project Name> popup window displays with all available forms listed.

4. Click the title of the form you wish to fill out. The Fill Out Form window appears.

5. Enter all required fields.

6. Click Post Form.

To attach forms:

The forms tab allows you to attach supporting workflow to the project bid. The forms that can be attached are any open/closed forms that have been created in the project.

1. Go to the Bid Package Details page.
2. Click the Forms tab located toward the bottom of the page. All available Forms are listed.
3. Click Attach Forms. The Fill Out Form on <Project Name> popup window displays with all workflow forms in your court.
4. Select the checkbox next to the form you wish to attach.
5. Click Attach.

To remove forms:

1. Go to the Bid Package Details page.
2. Click the Forms tab located toward the bottom of the page. All available forms are listed.
3. Select the checkbox next to the form you want to remove.
4. Click Remove.

Attach Remove Processes

You have the ability to view attached processes, attach processes or remove an attached process.

To view/attach processes:

1. Go to the Bid Package Details page.
2. Click the Processes tab located toward the bottom of the page. All attached processes are listed.
3. Click Attach Processes. The Attach Processes from <Project Name> popup window displays with all available processes listed.
4. Select the checkbox next to the process you want to attach.
5. Click Attach.

To remove processes:

1. Go to the Bid Package Details page.
2. Click the Processes tab located toward the bottom of the page. All attached processes are listed.
3. Select the checkbox next to the process you want to remove.
4. Click Remove.

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