Add Notes to the Bid List

Objective

To add notes to the bid list. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Bidding tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the project's Bidding tool with the 'Create Bid Notes', 'Edit Bid Notes', or 'Delete Bid Notes' granular permission enabled on your permission template.
• Additional Information:
  • Users with 'Standard' or 'Read Only' level permissions can only act on bid notes if they have been added to the 'Bidding CC Group' in the bid package. See Create Bid Package. 
  • Bid notes cannot be viewed by users with 'Read Only' permissions, unless they have one of the 'Bid Note' granular permissions enabled on their permission template. 

Steps

1. Navigate to your project's Bidding tool. 
2. Click View for the relevant bid package.
3. In the row of the company you want to add a note to, hover in the Notes column and click the + icon. 
   
   
    
4. Type in your note text. To save the note, click out of the text box or press ENTER on your keyboard.
   Note: You can add as many notes as necessary. Notes are sorted in order of most recently created. 

See Also

• Grant Granular Permissions in a Permission Template