Entering Individual Phase Quotes
To enter individual phase quotes, click on the + Add Subcontractor at the top of the Bid Package Matrix. Add the subcontractor to the Bid Package Matrix. If you are using SmartBid, BuildingConnected or Procore, you will be selecting a subcontractor from the list of subcontractors for the corresponding bid package in SmartBid or BuildingConnected. For more information about BidMatrix integration with SmartBid, BuildingConnected and Procore, go to Integrations / SmartBid or Integrations / BuildingConnected or Integrations / Procore. If you are using a local BidMatrix subcontractor database, you will be adding your subcontractor from that database. Next, enter the individual bids for each phase that the subcontractor has quoted. You are not required to enter a subcontractor bid for every bid package phase.
Related Articles
Entering Lump Sum Bids
To enter a lump sum bid, click on the + Add Subcontractor at the top of the Bid Package Matrix. Add the subcontractor to the Bid Package Matrix. If you are using SmartBid or BuildingConnected, you will be selecting a subcontractor from the list of ...
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 ...
Entering Discounted Price Bids
A discounted price bid is a bid you receive from a subcontractor where you enter individual bids for bid package phases, but the subcontractor provides a discounted bid total, should they be awarded all the work for the individual bids they provided. ...
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 ...
Entering a Bid Package Matrix From the Summary Sheet
To enter a bid package matrix, with the Summary Sheet in "Active Mode", click on either the bid package code or the bid package description. The Summary Sheet is in Active mode when the Grouping is sorted by Alternate / Bid Package / Bid Package ...