Add Notes to the Bid List

Objective

To add notes to the bid list. 

Things to Consider

• Required User Permissions:
  • To create, edit, or delete bid notes on a bid package, 'Admin' level permissions on the project's Bidding tool.
    OR
  • To view bid notes on a bid package, Standard' level permissions on the project's Bidding tool. 
    OR
  • To create, edit, or delete bid notes on a bid package as a user with 'Standard' or 'Read Only' level permissions to the project's Bidding tool, the 'Create Bid Notes', 'Edit Bid Notes', or 'Delete Bid Notes' granular permissions must be enabled on your permission template.
• Additional Information:
  • Users with 'Standard' AND '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. 

Steps

1. Navigate to your project's Bidding tool. 
2. Click View next to the bid package you want to add notes to.
3. In the row of the company you want to add a note to, hover in the Notes column and click the + button that appears. 
   
   
    
4. Type in your note text. To save the note, click out of the text box or press ENTER on your keyboard. You can add as many notes as you want and will be sorted in order of most recent. 

See Also

• Grant Granular Permissions in a Permission Template