View a Bid Package
Things to Consider
Required User Permissions:
'Admin' level permissions on the project's Bidding tool.
OR'Read Only' or 'Standard' level permissions on the project's Bidding tool and added to the Bid Submission Notifications field.
Steps
Navigate to your project's Bidding tool.
Click the name of the relevant bid package.
Use the following tabs to track and organize your bid package activity:
Files: You can view, edit, and export the files that have been attached to the bid package. See Update Bid Files for more information.
Bidding: This tab serves as your primary workspace for managing bid recipients. Use this area to view the invitation status and "Bid Intent" of subcontractors, or to add new bidders from your Directory. You can also organize large bidder lists by filtering by trade or cost code. If you are using the Enhanced Experience, you can group bidders by specific bid forms to monitor coverage across different scopes of work.
Correspondence: Use this tab to manage bid package updates, known as correspondence. From here, you can send new messages or view and reply to previous ones. For more details, see Send a New Correspondence in the Bidding Tool.
Download Log: Use the Download Log to track which bidders have accessed your documents. This list helps you identify who might have downloaded outdated versions after an update, or who needs a reminder to download files before the deadline.
Change History: This log tracks bid package updates on the Overview tab and shows who made them. It records changes to titles, dates, and creation details.
Emails: Projects using the Bid Management Enhanced Experience include a dedicated Emails tab within each bid package. This tab serves as a central hub to send and track all email activity for that package. To use this feature, you must be listed as a 'User' in the project Directory.
See Also
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