Edit a Bid Form

Objective

To edit a bid form in a bid package.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Bidding tool.

Steps

1. Navigate to the project's Bidding tool.
2. Open the bid package.
3. Click View Bid Forms.
4. Click the bid form that you want to edit.
5. Click Edit.
6. Edit the details or line items for the bid form as necessary.
   The following actions are available:
   • To edit the name of the bid form, click into the Bid Form Name field and enter a new name.
   • To edit details for a line item, click into the Items and Description fields and update as necessary.
   • To edit a section name, click into the Section field and update as necessary.
   • To add a section, scroll to the end of the Base Bid or Alternates section and click Add Section. 
   • To add a line item, scroll to the end of the Base Bid or Alternates section and click Add Line Item.
     Tip! If you're adding a line item to a section, you can click the plus + icon for the section.
     
   • To reorder sections or line items, click and drag over the grip  icon and drop it in a new area. 
   • To delete a line item or section, hover over the line item or section and click the vertical ellipsis icon. Then click Delete.
   • To resize columns, click the vertical ellipsis icon in the 'Items' or 'Description' column and select from the following options:
     • Pin Column
     • Autosize This Column
     • Autosize All Columns
     • Reset Columns
7. Click Save or Save and Add Bidders. See Add Bidders to a Bid Form.

See Also

• Preview a Bid Form
• Edit a Bid Package
• Create a Bid Form
• Delete a Bid Form