Setting Up Project Attributes

Project Attributes can be accessed by clicking on the settings' icon in the upper right corner of all BidMatrix screens and then selecting Projects in the settings navigation panel.

 

• Related Articles

• Why Set Up Project Attributes

  Attributing your projects in BidMatrix will allow you begin creating a bid history database. You can quickly filter and search your database of projects using any combination of your project attributes. Setting up and assigning project attributes to ...

• Updating Project Details/Attributes

  When you click on a project in the project page, either in Tile View or Table View, an information panel will appear on the right hand side of the project page. The second tab, Details, displays the project Details / Attributes that was added as part ...

• Adding/Managing Project Attributes

  To add a project attribute, first enter a project attribute name. Next, select the input type for the project attribute. The project attribute input type can be text, numeric, yes / no, date, or multiple-choice. Then select the plus sign to add the ...

• 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 ...

• Viewing/Changing Subcontractor Attributes Displaying in a Bid Package

  As you click on subcontractors and any of their bids in the bid package matrix, you can see important information about that subcontractor. The information for each subcontractor displays in the lower right of the Details tab within each bid package ...