Subs Tab

The Subs tab allows you to enter and keep track of subcontractor bids.

  1. 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

  2. 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.

  3. Once you have entered the Subcontractor, enter a Section or click the Lookup tool to select from a list.

 
  1.  Section numbers are based on The Construction Specifications Institute (CSI) MasterFormat™ 1995 & 2004 edition.

  2. Enter the Bid Amount, if known, or use the Subcontractor Bid Worksheet to calculate the amount.  

 
  1.  Using the Subcontractor Bid Worksheet will only fill in the Bid Amount field.  Other entries must be entered manually.

  2. 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.

  3. Either check the Multi box to break subcontractor's bid across multiple areas or select an Area to assign a single area.  

  1. Check MBE or WBE for minority or woman-owned businesses.

  2. Enter a Cost Code for the sub bide total or click the Lookup tool to select from a list.

  3. 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.

 

 

Equip (Equipment)  Tab