Add Notes to the Bid List (Legacy)

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

• Additional Information:

  • Users with 'Standard' or 'Read Only' level permissions can only act on bid notes if they have been added to the 'Bidding CC Group' in the bid package. See Create Bid Package.

  • You can add as many notes as necessary. The most recently created note is shown first.

1. Navigate to your project's Bidding tool.

2. Open the bid package.

3. In the row of the company you want to add a note to, hover in the Notes column and click the add icon.
   

   

4. Enter your note.

5. To save the note, click out of the text box or press ENTER on your keyboard.

Edit a Note

1. Click on the note in the 'Notes' column.
   Notes are shown in the side panel.

2. Click the vertical ellipsis icon for the note you want to edit.

3. Click Edit.

4. Edit the text as necessary.

5. Click Save.

Delete a Note

1. Click on the note in the 'Notes' column.
   Notes are shown in the side panel.

2. Click the vertical ellipsis icon for the note you want to edit.

3. Click Delete.
   The note is automatically deleted.