Deleting a Bid Package Phase
To delete a bid package phase, right mouse click on the bid package phase code or the bid package phase description. Next, select the Delete option to remove that bid package phase from the bid package. Deleting a phase in the Bid Package Matrix also removes that bid package phase from the Summary Sheet.
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Deleting a Bid Package Phase
Bid Package phases can be deleted from both the Summary Sheet and from within the bid package matrix. To delete a Bid Package phase from the Summary Sheet, click on the ellipsis icon to the left of the bid package phase you wish to delete. Click on ...
Adding Bid Package Phase Notes
To add a note to a bid package phase, click on the ellipsis icon to the left of the bid package phase code or right mouse click on any cell on the overline for the bid package phase. Next, click on the Notes option to enter the note. You can format ...
Adding Notes to a Bid Package Phase
To add notes to a bid package phase, click on the ellipsis to the left of the bid package phase code or the bid package phase description. Next, select the Notes option and enter the note for the bid package phase. Notes entered for bid package ...
Viewing a Bid Package Phase Scope
When importing an estimate from Sage / Timberline, Trimble / WinEst, or Excel, the estimate you import may include items within each bid package. Each item would have an item code, and item description, takeoff quantity, and budget amount. This item ...
Review a Bid Package Phase Scope
If you imported a budgetary estimate into the BidMatrix project, you may have chosen to import an estimate that includes the items and their budgets which "roll-up" to the individual bid package and bid package phase budgets. You can review the item ...