User Guide Bidding And Estimating Integration

Create a Bid Package

Navigate to the project's Estimating tool.
Click the Estimating tab.
Select your Cost Item groups:
- To include everything: Click Actions and select Create Bid Package.
- To include specific cost groups: Mark the checkboxes next to the desired Cost Item groups.
  - Click Bidding, and select Create Bid Package.
On the How do you want to map your estimate data to the bid package? window, choose how to structure your bid form:
- Create a bid form for each top level group in the estimate
- Create a single bid form with sections corresponding to each estimate group
Review and update the Bid Package information.
Note: If you're creating multiple bid packages, you may want to update the name of your bid package to reflect the specific estimate.
Click Create Bid Package.
Your Bid Forms will appear on the left to preview what is being created. The following fields are editable:
- Items
- Description
- Response Field Types
  - Unit & Quantity
  - Amount
  - Include / Exclude
Click Create Bid Forms.

For the beta:

You can create a bid package for multiple estimates.
Each estimate creates it's own bid package.
Within the bid package, a bid form is automatically created for each group in your estimate. Each bid form includes all line items within the group.