Bid Postings


 





Modify a Bid Posting

Who can use this feature?

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Overview

This article will show you how to modify a bid posting.

Instructions

  1. Navigate to Modules > Content > Bid Postings
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  2. Find the category the bid posting is under
    category_bid_postings.png
  3. Select Choose an Action > View List
    choose_action_view_list_bid.png
  4. Find the bid you wish to modify
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  5. Select Choose an Action > Modify
    choose_action_modify_bid.png
  6. Make modifications
    modify_bid_posting.png
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    • 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
    • Publication Info: Where the info will appear
    • 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
  7. Saving Options
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    • Cancel: Will delete changes made
    • Save: Will save the changes without sending for approval
    • Save and Send: Will save the changes and send for approval
      • 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 subject information
        • 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

Resources




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