Customize the Column Display in the Bidding Tool

To customize the columns in the project's Bidding tool.

You can customize the columns in the Bidding tool so it shows data that is relevant to you and your project.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Bidding tool.

• Bid Management Enhanced Experience

  • Bid Package

  • Bid Form

• Legacy Bid Management Experience

Bid Management Enhanced Experience

Adjust columns in a Bid Package

1. Navigate to the project's Bidding tool.

2. Click the bid package.

3. From the 'Bidding' tab, click the table settings icon to configure what data is displayed in the table.

   1. Move the toggles ON or OFF to show or hide a column.
      The following fields are available:

      • Bidders

      • Bid Status

      • Bid Amount

      • Bid Recipients

      • Notes

      • Non-Disclosure Agreement Activity

      • Last Activity

      • Bid Recipient Phone

      • Bid Recipient Email

      • Business Classifications

      • Company Rating

      • Jobsite Proximity

         Limited Release

        The following fields are available for users with the Bidding + COMPASS integration in the United States and Canada:

        • Qualification Status

        • Qualification Expiration Date

        • Single Limit

        • Aggregate Limit

4. To configure the column order, click and hold the column header. Then move it to the desired location using a drag and drop operation.

5. If the column is available for sorting, click the column header. Click again to switch between ascending or descending order:

   • Ascending

   • Descending

6. To configure your column view, click the vertical ellipsis for the column and select from the following options:

   • Pin Column: Click to pin the column to a specific side or remove the pin.* Pin Left* Pin Right* No Pin

   • Autosize This Column: Click to automatically adjust the size of this column.

   • Autosize All Columns: Click to automatically adjust the size of all columns.

   • Reset Columns: Click to reset the columns to the default settings.

Adjust columns in a Bid Form

1. Navigate to the project's Bidding tool.

2. Open the bid package.

3. Click View Bid Forms.

4. Click the bid form you want to view.

5. Click the vertical ellipsis icon in the 'Items' or 'Description' column.

6. Select from the following options:

   • Pin Column: Click to pin the column to a specific side or remove the pin.* Select from the following:* Pin Left* Pin Right* No Pin

   • Autosize This Column: Click to automatically adjust the size of this column.

   • Autosize All Columns: Click to automatically adjust the size of all column.

   • Reset Columns: Click to rest the columns to the default settings.

Legacy Bid Management Experience

1. Navigate to the project's Bidding tool.

2. Open the bid package.
   This reveals the Bid List.

3. In the Bid List tab, click the vertical ellipsis icon.
   This opens the Show, Hide, or Reorder Columns shortcut menu.
   
   

4. Choose from these options:

   • Show a Column
     Mark the checkbox next to a column to show on the Bid List page.

   • Hide a Column
     Remove the mark from the checkbox that corresponds to the column to hide on the Bid List page.

   • Reorder the Columns
     Grab the column name by the dots (⁞⁞). Then use a drag-and-drop operation to place the column into the desired position in the list.

• Restore the Default Settings
  Click the Reset to Default link at the top of the drop-down menu to restore to the original column settings.