The Subs tab allows you to enter and keep track of subcontractor bids.
Right-click anywhere in
the Subs tab window and select
New Subs Bid from the menu, or
click the Lookup tool
in the Subcontractor column if
there are no subs assigned yet or
Press the Insert key on your
keyboard
Click on a sub from the
Contacts dialog and click .
You will return to the Subs
tab. Click here for
how to add a sub to the database.
Once you have entered the
Subcontractor, enter a Section
or click the Lookup tool
to select from a list.
Section
numbers are based on The Construction
Specifications Institute (CSI) MasterFormat
Enter the Bid Amount, if known, or use the Subcontractor Bid Worksheet to calculate the amount.
Click the Spreadsheet
icon , the Subcontractor Bid Worksheet
dialog will appear.
Click
to add a new line.
Enter all of your numbers, the total for all numbers you entered will appear in the lower right section of the dialog.
Using the Subcontractor Bid Worksheet will only fill in the Bid Amount field. Other entries must be entered manually.
Enter an Escalation percentage if applicable, which will escalate the subcontractor bid total anywhere the total appears, such as in bid totals, bid reports, etc.
Either check the Multi box to break subcontractor's bid across multiple areas or select an Area to assign a single area.
If the Multi box is check, the Subs Multi-Area dialog will appear. Enter the dollar value you want assigned to each area.
Leave the
Multi Area box empty, and use the Lookup
icon , in the Area
column, to select from a list. This will assign
the full amount to one area.
Check MBE or WBE for minority or woman-owned businesses.
Enter a Cost
Code for the sub bide total or click the Lookup
tool to select from a list.
Enter any Notes you may want to include.
To Accept, a Subcontractor quote, place a check in the Check box located to the left of the Section field. Checking here will accept the subcontractor bid into the bid total.
To resort the information in any a column, click the arrow in the column header.
Right-clicking anywhere in the Subs tab brings up a menu that allows you to perform other actions. The bottom four selections in this menu allow you to customize the layout of the Subs tab.