Create a Bid Template Collection

 In Beta

This feature is currently in beta for customers using the Enhanced Bid Management Experience. Follow these steps to opt in:

  1. Navigate to the Company level Admin tool.

  2. Under 'Project Settings', select Bidding.

  3. In the 'New! Template Collections (Beta)' banner, click Opt-In.
    clipboard_ec02d02345c49988b51dc4ceaba65bcc2.png

  4. Review the beta participant terms and mark the checkbox to agree.

  5. Click Accept Terms to opt in.

Background

Template Collections are used to organize your bid templates. They can be organized by the trades needed on a project, or to represent different project types.

Things to Consider

  • Required User Permissions:

    • To view, create, or edit a bid template collection:

      • 'Admin' level permissions on the Company Admin tool.
        AND

      • 'Read Only' level permissions or higher on the Company Directory tool.

  • Additional Information:

    • At least one (1) Bid Template Collection must be created before Bid Templates can be created.

Steps

  1. Navigate to the Company's Admin tool.

  2. Under 'Tool Settings', click Bidding.

  3. Navigate to the Templates tab.

  4. Click Create in the Template Collections panel.

  5. Enter the following information:
    Note: Required fields are indicated by an asterisk (*).

    • General Information:

      • Name*: Enter a Name for the Template Collection.

      • Cost Codes: To add cost code line items to bid templates, select the Cost Code set to use in this Template Collection.

      • Notes: Enter any notes associated with the Template Collection.

        create-template-collection.png

  6. Click Save.

Next Step

See Also

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