Bids Tab
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
- Estimator
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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
NOTE: The Project Name filter will remain active 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
NOTE: In order for an estimator to appear in the Estimator drop down menu, then must have Enable Login selected in their Employee detail.
Each column sort can be re-sorted by clicking the arrow in the column header.
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Right-clicking anywhere in the Bids tab brings up the Bid Context Menu
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Double-click on a bid to open the Image tab
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To group the Bids list by Job Status, right-click anywhere in the Bids list and select Group by Job Status
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NOTE: 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. |
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NOTE: 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. |
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Additional Information: For a refresher see, Sorting and Filtering Lists |
