Export a Bid Sheet
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.
- 'Admin' level permissions on the project's Bidding tool.
Steps
For Projects on Bid Management Enhanced Experience
- Navigate to the project's Bidding tool.
- Open the bid package.
- On the Bidding tab, find the company you want to export a bid sheet from.
- Click the vertical ellipsis
icon on the company's row in the table.
- Click Export PDF or Export CSV.
Legacy Content
- Navigate to the project's Bidding tool.
- Open the bid package.
- Click View next to the company you want to export bid sheet from.
- Click the Bid Sheet tab.
- Click the vertical ellipsis
icon.
- Click Export PDF or Export CSV.