View Leveled Bids

• Required User Permissions on the project’s Bidding tool.

• Additional Information:

  • Bids can only be leveled after a bid form has been created and bids have been received.

  • This feature only works for newer bid packages that have response types configured (after October 2023). See Create a Bid Form.

1. Navigate to the project's Bidding tool.

2. Click the name of the relevant bid package.

3. Click the bid form name.

4. Click the Bid Leveling tab.

5. Click the Leveled Bids view.

6. Take any of the following actions:

Sort Bids

1. Click Sort to re-sort bids from lowest to highest.
   Note: Bids automatically sort from lowest to highest (left to right). Click this button to re-sort after editing a bid.

Total Leveled Bid Amount

• Total Submitted Bid Amount: This field displays the vendor's original total. The system preserves this amount, and it will not change when you make adjustments on the leveling tab.

• Bid Recipient: View Bidder Contact Information.

  • Click the name in the Bid Recipient row to view their contact information.

• Leveling Notes: Enter internal clarifications, justifications, or reminders here. See Add Bid Leveling Notes to a Bidder.

• Bid Summary: View how many items are excluded or missing from the submitted bid.

Additional Bid Information

• Inclusions: Review the specific items, services, or scopes of work that the vendor explicitly includes in their submitted bid amount.

• Exclusions: Review the items or project scopes that the vendor explicitly omits from their pricing to identify potential gaps in coverage.

• Comments: Read any additional notes, clarifications, or contextual remarks submitted by the bidder alongside their financial figures.

• Attachments: Click to open or download files, plans, or supporting documentation that the vendor uploads with their bid submission.

Project History

• Scroll to the Project History My Company section to view the project history.

View Qualification Data

• Scroll to the Qualification Data section to view qualification data.
  Note: This information is available for customers with the Bidding and COMPASS Integration.