BASICS

 

Understanding the Folder Structure

  • Invitations to Bid are created and stored in the Documents Module of the projects Home page.

 

 

  • The documents for the Bid Packages can be uploaded to the Plans, Specs, and General & Photos section. Once uploaded, they can be attached to the Bid Package as reference documents/folders.

 

Reports

  • There are three different printouts that can be created from the bid package

From within the Reports section: Bid Packages Report

 

 

Bid Summary Printout from the Bid Package

 

You are here: Home Home Pri nt/ Reports Will bid Documents Edit ZDelete New Folder New BidPackage Create New Subfolders To Delete Selected Folders Edit Options 10 Copy Clipboard Created By Folder No records to display. Page size: Bid Packages Add Message Message Send Options CSI Codes Viewed/ Sent 2/2 Company Will not bid Date Created Might bid Description Copy Edit Delete 0 items in 1 pages n Bid Package Description Sample Bid Package Summary Edit Delete n 000002

 

The Bid Package Print : In the top ribbon bar of the Bid Package on the Print/Reports tab

 

You are here: Home \ Documents Bid Packages Home Bidder Status Addendu ms Send Options Reports Reports Down load Print/Reports Print P review Print Options Edit Bid Packa e PROJECT INFORMATION Project Name * Address City BIO PACKAGE INFORMATION Bid Package Name Number CSI code(s) Bid Due Date / Time Pre-Bid Meeting Date / Time Pre-Bid Meeting Location Public Bid Package Description: 21045 Sample Bid Package 11/15/2019 2:00 PM 12:00 PM

 

 

 

Setting up the system for success

  • Invitation To Bid Template: The Invitation to Bid Template will have your Folder structure in Document defined and the Initial set of people to utilize which can be altered during setup.  If the template needs to be altered, please contact your Organization Admin for SCPC. 

 

  • User Groups: A User Group will be setup for your team to utilize.  The User Group will present all of the "Typical" people that your team will use.  If the User Group needs to be altered, please contact your Organization Admin for SCPC. 

 

**NOTE: If you do not have access to the Project Defaults please contact your SCPC Org Admin** 

 

 

Published:01-2020 | Revised:03-2020 v8.5.3