Configure Columns for Bid Leveling

When leveling bids, different projects require different points of comparison. While one trade package might require you to focus strictly on base bid totals, another may require careful tracking of tax additions, supplier lead times, or inclusion notes. Configuring your columns allows you to hide unnecessary details or surface vital metrics, keeping your screen clean and focused on your current evaluation priorities.

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

• Additional Information:

  • You can re-adjust or reset your column visibility at any point.

  • Table and column configurations are user-specific and save automatically to your personal account view. Any layout changes you make will not affect the view of other team members.

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. Click the table filter icon.

7. Move the toggles ON or OFF to show or hide a column.

   1. Description: Click the toggle next to Description to show or hide the cost code descriptions.

   2. Company Name: Click the toggle next to a company name to show or hide their column.