Entering the Project Bid Room
You can enter a project's Bid Room from the BidMatrix project page. In Tile View, each project is displayed as a thumbnail. Each project thumbnail includes an option to Enter Bid Room. Clicking on Enter Bid Room will take you to the Summary Sheet for that project.
If you are viewing your list of projects in Table View, click on the Enter Bid Room icon at the beginning of each row in the table.
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Viewing Team Members Currently in the Bid Room
If multiple users are in the Bid Room at the same time, BidMatrix will show you where each of the other users are currently located, either in the Summary Sheet, inside a matrix, or within the Estimate Sheet. The project Summary Sheet includes a ...
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 ...
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 ...
Viewing Other Users in the Bid Package
BidMatrix allows multiple users to be working in the same project as the same time. You can have multiple users in the same project bid package entering quotes and analyzing the results. If multiple users are in the bid package concurrently, you will ...
Deleting a Bid Package
Bid Packages can be deleted from the project Summary Sheet. Click on the ellipsis icon to the left of the bid package code you wish to delete. Click on the delete option to remove the bid package from the project. You can also delete a bid package ...