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Copy Bid Forms from a Previous Bid Package

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Objective

To copy bid forms, including line items and bidders, from a previous bid package, to a new bid package.

Background

After you create a new bid package, you can copy bid forms from previous bid packages to the new one. You can choose which bid forms to copy, and if you want to copy both bidders and line items to the new bid package. 

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions to the project's Bidding tool.
      Note: You will only have access to copy bid packages from projects that you have access to.
  • Additional Information
    • Copying bid forms is only available for bid packages created after March 18, 2024.
    • Bid forms can be copied from projects that:
      • Use the Enhanced Bidding Experience
      • Are active and not archived
      • Have at least one bid form in the bid package
      • Cost codes from the previous project must match your current project. 

Prerequisites

Steps

  1. Navigate to the project's Bidding tool.
  2. Next to the bid package, click View.
  3. Click the Bidding tab.
  4. Click Create Bid Form and select From Bid Package.
  5. Select the bid package.
  6. Choose what information to copy to the new bid forms.
  7. Mark the checkboxes for the bid forms you want to copy.
  8. Click Create.

After you have copied the bid forms, you can make edits as needed for the current project.

Next Steps

See Also