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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.
     Note

    If you are copying line items from a bid package on another project, the current project will need to include the same cost code set as the source project. The following scenarios will occur if the projects do not have matching cost code sets.

    • For both ERP and non-ERP synced projects with NO cost codes, a cost code set will need to be added manually before the form can be copied.
    • For both ERP and non-ERP synced projects with cost code sets that do NOT match the source project, users will be shown both cost code sets so they can choose how they would like to proceed.
    • When the cost code set in the current project does match the source project but the current project is still missing specific cost codes, the following will take place:
      • Non-ERP Synced. Click Continue to add missing cost codes to the current project. A second confirmation will appear before the cost codes are added to the project.
      • ERP Synced. Click Continue to add any missing non-project specific cost codes to the current project. If the source project contains project specific cost codes, those must be added manually. A list of the missing cost codes will be provided as a reference when the cost codes are being added.
  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.