Créer un dossier d’appel d’offres

Steps

  1. Navigate to the project's Estimating tool.

  2. Click the Estimating tab.

  3. Select your Cost Item groups:

    • To include everything:

      1. Click Actions.

      2. Select Create Bid Package.

    • To include specific cost groups:

      1. Mark the checkboxes next to the desired Cost Item groups.

      2. Click Bidding.

      3. Select Create Bid Package.

  4. 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

  5. Review and update the Bid Package information.

  6. Click Create Bid Package.

  7. 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

  8. Click Create Bid Forms.

Ajouter une estimation
Ajouter des documents au dossier d’appel d’offres