Entering a Bid Package Matrix From the Summary Sheet

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• Adding Phases to a Bid Package From the Summary Sheet

  There are three places that phases can be added to a bid package. You can add phases to a bid package from the Summary Sheet, and phases can also be added to a bid package from within a bid package matrix. Additionally, phases can be added using the ...

• Updating the Summary Sheet From the Bid Package

  The Summary Sheet is continually updated with the "current" selection of subcontractors from each bid package. As the selection of subcontractors changes in a bid package, the Summary Sheet is being updated "real-time." This supports the idea of a ...

• Adding a Bid Package to the Summary Sheet

  To add a bid package(s) from the Summary Sheet, you can either click on the ellipsis on the Base Bid row, or right mouse click on the "Base Bid" phrase description in the column titled "Grouping". See screenshots below: Ellipsis View Right Mouse ...

• Adding Notes to a Bid Package

  To add a note to a bid package, click on the ellipsis icon to the left of the bid package code or right mouse click on any cell on the bid package overline row.  Next, click on the Notes option to enter the note. You can format the note to include ...

• 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 ...