Bid Postings


 





Add a Bid

Who can use this feature?

System_Admin.png Slash.png Owner.png


Overview

This article will show you how to add a bid.

Important Note

Instructions

  1. Go to Modules > Content > Bid Postings
    modules_content_bid_postings.png
  2. Locate the category you would like to add a bid to
  3. Select Choose an Action > Add Item
    choose_action_add_item.png
  4. Fill in the appropriate details about the bid that is being posted 
    bid_item_information.png
    bid_item_information_2.png
    bid_item_information_3.png
    bid_item_information_4.png
    bid_item_information_5.png
    bid_item_information_6.png
    • Bid Number: Number assigned to identify bid
    • Bid Title: Title of the bid
    • Date(s): Start date when you would like the job to start, End date of when you would like the job completed
      • Leaving the End Date blank will allow for it to stay open until contracted
    • Time(s): Allows you to set time constraints on job working hours
    • Submittal Info: How the bids can be submitted
    • Bid Opening Info: If there are any special details about the bid opening
    • Status: To change the status of the bid
    • Addtl Status Info: If there are any additional comments about the status
    • Bid Recipient: The contact to receive bids
    • Description: Description of the bid
    • Qualifications: If there are any special qualifications to submit a bid
    • Special Requirements: If there are any special requirements for the bid
    • Miscellaneous Info: If there is any additional information about 
    • Addendum Date: Updated date, if applicable
    • Pre-bid Meeting: Details for a pre-bid meeting
    • Contact Person: The contact name 
    • Download Available: If there are downloadable documents for more information
    • Fee: If there is a fee for applying
    • Plan & Spec Available: If there are plans and specs available for the projects
    • Business Hours: Business hours of the contact posting the bid
    • Fax Number: If you have a fax number you would like information about bid
    • Plan Holders List: Details regarding if a plan-holders list is used
    • Bid Posting Categories: The category or categories where you would like to add the bid
    • Note: If you have documents that need to be added to the bid posting, you can add them from the document center by using the Related Documents tab.
      • Navigate to the document you wish to relate and select Relate
      • More than one document can be related
      • Check New Window if you wish for the document to open in a new window
  5. Saving Options
    abc_save.png
    • Save: Will save the work as an unpublished draft
    • Save & Publish: Will save the work and publish it for viewing
  6. Bids window will appear to give you the option to send a notification to subscribers:
    bids_notification_window.png
    • Subject: Will auto-fill with the relevant subject line
    • Comments: Attach a brief description of the bid
    • Mobile Text/Push Message: Attach a message to the SMS notification
    • Include link to item: Provides a link to the item within the SMS message for a user to select via their mobile device.
    • Send
      • On Start Date: Sends the notification on the start date previously set
      • Immediately: Sends the notification immediately
    • Select Send, Don’t Send, or Cancel: The notification will then send accordingly to those who have signed up in Notify Me for the selected Bids category



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback