Creating a New Project

You create new projects from the BidMatrix projects page. You get to the BidMatrix project page by clicking on Projects in the BidMatrix toolbar area at the top of the screen.

To begin the Create Project workflow, click on + Create Project on the BidMatrix project page. This will bring up the Create Project workflow wizard.

The first step in creating a new project is adding the project details:  Project Name, Client Name, Project Size, Project Unit, Bid Date.   You can also use the Notes field to enter additional information about the project.

The second step in creating a new project is filling in the project attributes. These are the project attributes that your administrator would have defined in Settings. Project attributes are important for several reasons. First, you can sort your list of projects by any one of your project attributes. Secondly, you will be able to use the BidMatrix API to mine your bid history from past projects using project attributes as a way to filter your historical bids. For more about using the BidMatix API see the Help Article: Using the BidMatrix API.

  

The third step in creating a new project is optionally deciding whether you want to use a previous project as a starting point for the new project you are creating. You may have a project(s) that acts as a template for new projects. This is especially helpful for setting up a template list of markups and bid packages. You could even have a template for each market sector that your company specializes in.

In the Template step, you will be prompted with the question, "Would you like to start this project based on an existing project? If you answer yes, you can begin typing the name of the project, and you will immediately see the list of projects that match your search criteria.

 

Once you select a project as a template for your new project, you next decide what you want to copy for the project you selected into the new project. Below is a list of all the content available to copy from the template into the new project:

• WBSes

• Cost Categories

• Bid Packages

• Clarifications

• Phases

• Alternates

• All Other WBS Items

• Estimate Items
  

• Markups
  

 

Important: The subcontractors and their associated bids are not copied from the template into the new project. If you are in fact wanting to make a full copy of an existing project, including the subcontractors and their respective bids, use the Copy Project option at the bottom of the Summary tab for each project. Go to Copy Project to learn more.

 The fourth step in creating a new project is optionally selecting a project image that you want to appear when viewing your list of projects in "tile View". If you choose to skip this step, BidMatrix will attach a default "construction" image for you. If you don't have an image at the time you are completing the "create project" workflow, you can always come back to replace the default image at a later date.

The fifth and final step in the "create project" workflow is setting "permissions" for the project. You can choose to make the project either "public" or "private". A "public" project can be accessed and edited by anyone in your company that has been given access to the BidMatrix application. If you choose to make the project "private", you will be able to grant access to the project by a subset of BidMatrix users.This subset of users is typically referred to as the "project team".

 

See Also Create a New Project Video

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