The Bids Tab displays a summary for each Bid (or Project, Job, etc.) in the current database. Clicking on a bid from the Bids Tab activates the other program Tabs.
Most of the columns are pretty easy to identify such as Bid No., Project Name, and Bid Date. There are a few that may not be so obvious or are unique to DPC...
- Est. Days - displays the total Estimated Days (Estimated Hours divided by Hours/Day) for the project
- % Comp. - displays the overall percent of the job completed
- Proj. %+(-) - displays the projected percent over or under the estimated hours - positive values indicates you are ahead of budget (good), negative that you are behind budget (bad)
- Last Update - displays the date that the last DPC Change File was imported (for the Project Manager)
- The Copy From and Copy Timestamp columns are populated when a Bid is copy and pasted within the same database or duplicated within the same database. The Copy From field indicates the original Bid Number and the timestamp (the date and time) when the copy was made.
Click on the desired column header (i.e. Bid No., Project Name, Status) and an arrow will appear next to the group title: a down arrow indicates the list is sorted in descending order, and an up arrow, ascending.
Double-click on a Bid to open the Image Tab for the selected Bid.
Color Coding
Analyzing bids from the Bids Tab is made easy with Digital Production Control (DPC). Based on percenting and time keeping information entered, each DPC bid listed on the Bids tab is color-coded for quick visual reference of the overall job progress.
Negative values indicate your project is running behind or falling short of budgeted production (earned hours) by a certain percent.
Icon | Color Code | What it means... |
---|
| Blue | Percenting/Timekeeping not started - new project (no percenting has been set, no time has been entered) |
| Green | On Budget - the labor (time) you've used is meeting projections, based on the original estimate |
| Orange | Over budget by less than 5% - the labor used to complete the percent complete is within 0% and 5% greater than expected |
| Red | Over budget by over 5% - the labor used to complete the percent complete is within over 5% greater than expected |
This color-coding is consistent throughout DPC, the Bids,
Image, Budget, and Timecards Tab all show Blue, Green, Orange, or Red for
Cost Codes, depending on how the current status matches projections.
Filtering and Sorting the Bids Tab
To locate Bids quickly, there are four filter fields located directly below the main Tabs:
- Project Name
- Estimator
- Job No.
- Job Status
no filter
filtered by Project Name ("pl")
filtered by Estimator ("Daniel")
To filter by Project Name, type the name in the respective field and the Bid list filters based on the entry - to clear the filter, click the Delete button next to that field. In the example above, we typed "PL" in the Project Name Filter, only those projects whose Project Name includes (not necessary starts with) the letters "PL" are displayed.
To filter by Estimator, click the arrow in the field, scroll to a selection and click on it - only Bids that have that Employee as "Estimator" on the Cover Sheet are displayed. In order for an Employee to appear in the Estimator drop down menu, they must have Enable Login selected in their Employee detail (see Related articles for more information). To clear this filter, select "All Estimators" from the drop down list.
To filter by Job No., type the name in all or part of the Job No. and the Bid list filters based on the entry - to clear the filter, click the Delete button next to that field.
To filter by Job Status, click the arrow in the field, scroll to a selection and click on it - only Bids that are set to the selected Job Status will display. To clear this filter, select "All Job Statuses" from the drop down list.
Bids Tab filters are persistent between sessions - be sure to clear them when creating a new Bid or looking for something that does not fit the filter.
Grouping the Bids List by Job Status
To group the Bid list by Job Status, right-click anywhere in the Bids list to bring up the Context Menu and select Group by Job Status.
When Group by Job Status is turned on, the Bids List is organized (Grouped) by the Job Status listed on each bids' Cover Sheet. The green dots next to the Job Statuses indicate that the list is grouped. To see all of the bids set to a particular Job Status, click the expand list button () that appears to the left of the green dot - that group expands.
Opening a Bid
Double-click a bid to activate the Image Tab, or, simply Highlight a Bid and select any Tab to open the Bid.
Only one person can edit a Bid at a time although multiple foremen can perform percenting on individual tablets and the
Project Manager can receive all those changes within his or her copy of the
project.
The Bids Tab Context Menu
Option | What it does/How it is used... |
---|
|
Restore Bid | Moves the selected bid from the Deleted Bids folder back to its original location |
Group by Job Status | Groups the Bids Tab by each bids' Job Status |
Functions not specific to Digital Production Control are documented in the On-Screen
Takeoff User Guide (see Related Articles).