The Bids tab displays a summary for each bid in the current database. Selecting a bid from the Bids tab activates the Image, Takeoff and Worksheet Tabs.

• To help you find bids quickly, there are two filter fields located direction below the main tabs: Project Name and Estimator.

  • To filter by Project Name, type the name in the respective field and the bid list will sort based on your entry - to turn the filter off, click the Delete button next to that field

  • The Project Name filter will remain persistent between sessions

  • To filter by Estimator, click the arrow in the field and scroll to your selection and click on it - the bid list will sort based on your selection

• Each column sort can be re-sorted by clicking the arrow in the column header

• Right-clicking anywhere in the Bids tab brings up the Bid Context Menu

• Double-click on a bid to open the Image tab

• To group the Bids list by Job Status, right-click anywhere in the Bids list and select Group by Job Status

When Group by Job Status is turned on,the Bids list collapses and green dots will appear. The green dots are a quick reference indicating that the list is grouped by Job Status. To see all of the bids that have a particular status, click the expand list button () that appears to the left of the green dot. The list will expand.

The Bid Date column is updated when a project is loaded from a Planroom. The Planroom determines what date to place here - please check with your Planroom or DFS provider for information on this field. This field is not user-definable.

For a refresher see, Sorting and Filtering Lists 

Image Tab