Remove Bid Recipients

 Note

The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Background

Removing bid recipients allows you to manage your bidder list effectively by withdrawing invitations from vendors who are no longer participating in the bidding process. This ensures that your project communication remains accurate and that only relevant contacts have access to bid documents and submission tools.

Things to Consider

Steps

  1. Navigate to the project's Bidding tool.

  2. Click the name of the relevant bid package.

Remove Bid Recipients from a Bid Package

  1. In the Bid Recipients column, click the field by the person Icon Personicon.

    Bid Package interface showing the Bidding tab with columns for Bid Form, Bidders, Bid Status, Bid Amount, and Bid Recipients, with an orange-highlighted empty Bid Recipients field.
  2. Click the Icon X Remove Pfcp icon to remove all bid recipients.
    OR
    Uncheck recipients to remove them individually.

    Bid Recipients panel showing a dropdown with two contacts, one selected with a blue checkmark, and a New Contact button.

Remove Bid Recipients from a Bid Form

  1. Click the bid form name.

  2. Click the Bidders tab.

  3. In the Bid Recipients column, click the field by the person Icon Personicon.

  4. Click the Icon X Remove Pfcp icon to remove all bid recipients.
    OR
    Uncheck recipients to remove them individually.

    Bid Recipients panel showing a dropdown with two contacts, one selected with a blue checkmark, and a New Contact button.


See Also

Loading related articles...