User Guide Bidding And Estimating Integration

• Read Only Bid Leveling

• Interactive Bid Leveling (Beta)

Read Only Bid Leveling

1. Navigate to the project's Bidding tool.

2. Click View or the name of the relevant bid package.
   Note: You can also click the name of the bid package.

3. Click the bid form name.

4. Click the Bid Leveling tab.
   Note: Bids are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.

5. Optional: Configure Columns for Bid Leveling

   1. On the Bid Leveling tab, click the table filter icon.

   2. The following options are available:

      • Row Height: Choose Small, Medium, or Large to adjust the height of the rows.

      • Configure Columns: Click the toggle ON to show a column, or click the toggle OFF to hide the column.
        Note: The Items column cannot be hidden.

Interactive Bid Leveling

1. Navigate to the project's Bidding tool.

2. Click View or the name of the relevant bid package.
   Note: You can also click the name of the bid package.

3. Click the bid form name.

4. Click the Bid Leveling tab.

5. Click the Leveled Bids view.

6. Take any of the following actions:

   • Alternates1. Expand the 'Alternates' section.2. Move the toggles ON or OFF to show or hide alternates.

   • Bid Summary1. View how many items are excluded or missing from the submitted bid.

   • Configure Columns for Submitted Bids1. Click the table filter icon.2. Move the toggles ON or OFF to show or hide a bid.

   • Edit Line Items.1. Double click the field in the bid you want to edit.
     Note: Fields that have been edited will have a triangle in the cell.2. If available, select Include or Exclude.
     Note: This is based on the 'Response Field Type' in the bid form.3. Enter the new amount.4. Optional: Enter a note.5. Optional: Select a Line Item Color.6. Click Add.7. Optional: Click View Activity to view change history for the field,

   • Private Line Items1. Locate the 'Private Line Items' section.2. Click + icon.3. Click Add Line Item and select Cost Code or Plain Text.4. Enter the item's Cost Code or **Name, **Description, and select the **Response Field Type.5. Optional: To create a section for your line items, click **Add Section and enter the section name.6. Optional: Repeat the steps above to add additional sections and line items.7. Optional: To delete a section or line item, click the vertical ellipsesand select Delete Section or Delete Line Item. Click Delete to confirm.8. Click Save.9. Click into any of the fields for your private line items to enter included or excluded quantities. See the 'Edit Line Items' section above for more information.

   • Sort Bids1. Click Sort to re-sort bids from lowest to highest.
     Note: Bids are automatically sorted from lowest to highest from left to right. Use this button to re-sort after editing a bid.

   • View Bidder Contact Information1. Click the name in the 'Bid Recipient' row to view their contact information.

   • View Qualification Data1. Scroll to the Qualification Data section to view qualification data.
     Note: This information is available for customers with the Bidding and COMPASS Integration.

7. Optional: Export Bid Leveling Data to CSV

   1. Make sure you are on the Bid Leveling tab.

   2. Click Export to download the CSV to your computer.