Export a Bid Sheet

Objective

To export a bid sheet.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Bidding tool.
      OR

    • You created the bid package.
      OR

    • You are a user cc'd on the bid package.
      OR

    • You are the Bid Package Manager.

Steps

  • Bid Management Enhanced Experience

  • Legacy Experience

For Projects on Bid Management Enhanced Experience

  1. Navigate to the project's Bidding tool.

  2. Open the bid package.

  3. On the Bidding tab, find the company you want to export a bid sheet from.

  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the company's row in the table.

  5. Click Export PDF or Export CSV.

Legacy icon Legacy Content

  1. Navigate to the project's Bidding tool.

  2. Open the bid package.

  3. Click View next to the company you want to export bid sheet from.

  4. Click the Bid Sheet tab.

  5. Click the vertical ellipsis icon-ellipsis-vertical.png icon.

  6. Click Export PDF or Export CSV.