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 of the Create New Project Workflow. You can add or update any of the project details or project attributes on the project Details tab.
Related Articles
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.
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 ...
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 Permissions
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 third tab, Permissions, will show you if the project is "public" or "private" If 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 ...