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 see each user's initials in the upper right corner of the bid package page. You will also see a user icon in the cell that each user is currently working on in the matrix.
Related Articles
Viewing a Bid Package Phase Scope
When importing an estimate from Sage / Timberline, Trimble / WinEst, or Excel, the estimate you import may include items within each bid package. Each item would have an item code, and item description, takeoff quantity, and budget amount. This item ...
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 ...
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 ...
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 ...
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 ...