Viewing Your List Of Active Projects
By selecting the View option at the top of the projects page, you can choose to view your list of active projects in "Tile View" or "Table View". The Tile View will display thumbnails of each of your projects, with a project image, project name, client name, and a link to Enter the Bid Room. Selecting Table View will display the list of projects in a grid view. You can enter a project Bid Room from the Table View by clicking on the Enter Bid Room icon " " at the beginning of each row.
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Sort Your List Of Active Projects
You can sort the list of projects in either the Tile View or Table View by clicking on the Sort option on the project's page toolbar. You can sort the list of projects by any of the project summary information or any of the project attributes.
Archiving Projects
Archiving projects is different from deleting projects. Archived projects are not deleted, they are simply removed from the list of active projects that display in the Tile View and Table View. You archive projects from the BidMatrix projects page. ...
Supplementing Quotes From the Clarification List
When you add clarifications to a bid package, some clarifications may have a dollar impact on a subcontractor’s bid, and some may not. To supplement a phase from a “clarification”, right mouse click in the cell and select the supplement option from ...
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 ...
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 ...