Create a Bid Package from an Estimate

The Bidding and Estimating Integration allows you to create bid packages directly from an estimate. By connecting the two experiences, users no longer need to recreate estimates in the Bidding tool. This allows you to send out accurate bid invitations more quickly, saving time in a competitive market. After a bid is awarded, you can update your estimate to reflect the awarded contract(s) with a single click. See User Guide Bidding And Estimating Integration.

• Required User Permissions:

  • 'Admin' level permissions on the project's Estimating tool.

    AND

  • 'Admin' level permissions on the project's Bidding tool.

• Additional Information:

  • You can create multiple bid packages from the project's estimating tool.

  • Each estimate creates one bid package.

  • A separate bid form is created for each group within an estimate.

    
    

1. Navigate to the project's Estimating tool.

2. Click the Estimating tab.

3. Select your Cost Item groups:

   • To include everything: Click Actions and select Create Bid Package.

   • To include specific cost groups: Mark the checkboxes next to the desired Cost Item groups.

     • Click Bidding, and 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.
   Note: If you're creating multiple bid packages, you may want to update the name of your bid package to reflect the specific estimate.

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.