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
Filter the Bid List
- Navigate to the project's Bidding tool.
- Click View next to the Bid List you want to filter.
- Click the Add Filter drop-down at the top of the page and 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 Bid List
- Navigate to the project's Bidding tool.
- Click View next to the Bid List you want to group.
- Click the Group by drop-down menu at the top of the page and select one of the following items to group your bid list by:
- Intent to Bid
- Submission Status
- Cost Codes
- Trades
