Submit a Bid Proposal
Objective
To submit a bid for a project from the Bid Board or Portfolio Planning.
Steps
- Navigate to the company's Bid Board or Portfolio Planning tool.
- Select the project.
- If you did not yet create an estimate or need to review it, click the Estimate tab. See Add an Estimate.
- When you are ready to review your bid, click the Bid tab.
Note: You can also click Show Bid from the Estimating tab.
- Adjust the settings under 'Bid Details Settings' as necessary.
- Click the top vertical ellipsisicon to access additional settings.
- When you are ready to submit your bid, click Submit Bid.