Filter and Group the Bid List
Objective
To filter and group the bid list to a more specific view.
Things to Consider
- Required User Permission: 'Admin' level users on the Bidding tool and 'Standard' level users that have been added to the Bid Package distribution list.
- You can filter and group the bid list at the same time.
Steps
- Navigate to the project's Bidding tool.
- Click View next to the bid package you want to view information on.
- Click on the Bidders subtab.
Filter the Bidders List
- In the Bidders subtab, click Add Filter.
- In the drop-down menu select one of the following filters:
- Company Name
- Intent to Bid
- Submission Status
- Cost Codes
- Trades
- Company City
- Company State
- Company Zip
- Vendor Qualifications
- Select another filter to specify your results even further.
Group the Bidders List
- In the Bidders subtab, click Group By.
- In the drop-down menu select one of the following items to group your Bid list by:
- Intent to Bid
- Submission Status
- Cost Codes
- Trades