Project Bid Room
Highlighting Zero Dollar Phases In The Estimate Sheet
BidMatrix allows you to highlight items on the Estimate Sheet that have a zero dollar total. To highlight zero dollar items on the Estimate Sheet, click on the Highlights option on the Estimate Sheet toolbar. Next, check the box labeled Zero Dollar ...
Highlighting Zero Dollar Phases In The Summary Sheet
BidMatrix includes an option to highlight phases that do not have a dollar value. This option is available in both the Summary Sheet as well as inside each bid package matrix. To use this option on the Summary Sheet, click on the Highlights option on ...
Percent of Total Columns
You can add percent of total columns to the estimate Summary Sheet. The percent of total columns shows the percent of total for every level on the bid Summary Sheet. There are three percent of total columns that you can optionally add to your Summary ...
Adding Project Statistics
You can use subcontractor attributes to calculate statistics. The Statistics can track the total dollars awarded to subcontractors that match statistical configurations that you can create. One of the most common uses for Statistics. being a method ...
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 ...
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 ...
Changing the Summary Sheet Column Order
To change the order of the columns on the Summary Sheet, click on the column label. Hold down the left mouse button and drag the column to the desired location. BidMatrix will remember this column order then next time you enter the project ...
Printing the Summary Sheet
To print the Summary Sheet, click on the Print option on the Summary Sheet toolbar.
Exporting the Summary Sheet to Excel
To export the Summary Sheet to Excel click on the Export option on the Summary Sheet toolbar. The current view of the Summary Sheet will be exported to Excel.
Collapsing and Expanding
The toolbar on the Summary Sheet provides an option to "Expand All" and "Collapse All". Depending on the current sort groupings, this will either expand all or collapse all groups in the current Summary Sheet view. You can collapse and expand ...
Review a Bid Package Phase Scope
If you imported a budgetary estimate into the BidMatrix project, you may have chosen to import an estimate that includes the items and their budgets which "roll-up" to the individual bid package and bid package phase budgets. You can review the item ...
Deleting a Bid Package Phase
Bid Package phases can be deleted from both the Summary Sheet and from within the bid package matrix. To delete a Bid Package phase from the Summary Sheet, click on the ellipsis icon to the left of the bid package phase you wish to delete. Click on ...
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 ...
Locking/Unlocking a Bid Package
Bid packages can be locked and unlocked from within the bid package or from the Summary Sheet. From the Summary Sheet, click on the ellipsis and select the Lock option. A locked bid package cannot be edited while in a locked status. Notes can still ...
Adding Bid Package Phase Notes
To add a note to a bid package phase, click on the ellipsis icon to the left of the bid package phase code or right mouse click on any cell on the overline for the bid package phase. Next, click on the Notes option to enter the note. You can format ...
Adding Notes to a Bid Package
To add a note to a bid package, click on the ellipsis icon to the left of the bid package code or right mouse click on any cell on the bid package overline row. Next, click on the Notes option to enter the note. You can format the note to include ...
Adding Phases to a Bid Package From the Summary Sheet
There are three places that phases can be added to a bid package. You can add phases to a bid package from the Summary Sheet, and phases can also be added to a bid package from within a bid package matrix. Additionally, phases can be added using the ...
Adding a Bid Package to the Summary Sheet
To add a bid package(s) from the Summary Sheet, you can either click on the ellipsis on the Base Bid row, or right mouse click on the "Base Bid" phrase description in the column titled "Grouping". See screenshots below: Ellipsis View Right Mouse ...
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 ...