Opportunities Bid Register

Overview

In the Opportunities area, there is a Bid Register to help Estimators track pending bids and deadlines.

Bid Register

Bid Register Video - 5 Minutes

Bid Register Steps

1. In Admin > Personnel > Profile tab, check the switch boxes to determine which Personnel are Estimators.
   
2. Fill in the fourth column of the Opportunities screen, under Bid Register Details.
   
3. The last three fields of the Bid Register Details are filled in by the Estimator to track Takeoff Hours, Total SF, and Bid Submitted Date.
   
4. The Bid Submitted Date is the required field to remove the item from the open/active Bid Register default list.