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Export a Bid Sheet

  1. Last updated
  2. Save as PDF

Objective

To export a bid sheet.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.
      OR
    • You created the bid package.
      OR
    • You are a user cc'd on the bid package.
      OR
    • You are the Bid Package Manager.

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.
  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View next to the company you want to export bid sheet from.
  4. Click the Bid Sheet tab.
  5. Click the vertical ellipsis icon-ellipsis-vertical.png icon.
  6. Click Export PDF or Export CSV.

For Projects on Bid Management Enhanced Experience

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. On the Bidding tab, find the company you want to export a bid sheet from. 
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the company's row in the table.
  5. Click Export PDF or Export CSV.

See Also