Article Content Navigation

About the Org Bid Report

The Org Bid Report allows for a report to be generated for all bid packages within the Organization, including the assigned Responsible Project Manager, Responsible Estimator, Location and Due Date.

The Org Bid Report can only be accessed by Organization Admins, Organization User's with the elevated Site Level Permission to "View Organization Reports" or "Bid Management Estimator"

The Filters

By Project = A dropdown of all projects within the Organization

Project Status = A dropdown of all available Project Statuses

Project Manager = A text input field to search/filter to specific Responsible Project Managers (assigned in Bid Packages)

Project Estimator = A text input field to search/filter to specific Responsible Estimators (assigned in Bid Packages)

Location = Unknown

Project Address = A text input field to search/filter to a specific Project Address (assigned in Bid Packages)

Project Number = A text input field to search/filter to a specific Project Number

Bid Due Date From = A calendar selection field to start a search by the Bid Due Date (assigned in Bid Packages)

Bid Due Date To = A calendar selection field to end a search by the Bid Due Date (assigned in Bid Packages)

Once filters have been applied, using the Run button will run the filters on the project data and return results for viewing.

Viewing the Results

Once the filters are entered, use the Run button to apply the entered filters to the available data. The preview grid will populate with the results based on the entered filter criteria.