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.
- 'Admin' level permissions on the project's Bidding tool.
- 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.
- You can add as many notes as necessary. The most recently created note is shown first.
Steps
Important
If your project has been updated to the new bid management experience, see the Bid Management Enhanced Experience section below. Otherwise, follow these steps.- Navigate to your project's Bidding tool.
- Open the bid package.
- In the row of the company you want to add a note to, hover in the Notes column and click the + icon.
- Enter your note. To save the note, click out of the text box or press ENTER on your keyboard.
For Projects on Bid Management Enhanced Experience
- Navigate to your project's Bidding tool.
- Open the bid package.
- Hover over the 'Notes' column for the company and click Add Note.
- Enter your note.
Tip! You can expand the text box to make it larger if necessary. - Click Add Note to save the note.
If you need to edit or delete the note, see the steps below.
Edit a Note
- Click on the note in the 'Notes' column.
Notes are shown in the side panel. - Click the vertical ellipsis icon for the note you want to edit.
- Click Edit.
- Edit the text as necessary.
- Click Save.
Delete a Note
- Click on the note in the 'Notes' column.
Notes are shown in the side panel. - Click the vertical ellipsis icon for the note you want to edit.
- Click Delete.
The note is automatically deleted.