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Filter and Sort Bidding Information

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Background

From the Bidding tab of a bid package, you can find the information you need by applying filters, changing the sorting, and searching for bid recipients or companies. 

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.
    This opens the Bidding tab. 
    bidding-tab.png
    The following actions are available:

Search Bidders

  1. Click into the search bar.
  2. Enter the name of the company or bid recipient that you want to find. 
    Matching results show automatically as you type. 
  3. To clear the search, click the x on the search bar. 

Filter Information

  1. Click Filters.
  2. To apply filters, click one or more of the following options:
    • Bid Status
    • Bid Form
    • Directory Trade
    • City
    • State
    • Zip
    • Union Member
    • Authorized Bidder
    • Business Certifications
  3. If you want to remove filters:
    • Click the x on a individual filter to remove it.
    • Click Clear All Filters to remove all applied filters.
  4. To close the filters panel, click the x. 

Sort Information

  1. Click a column name (such as Bid Status) to sort by that option.
  2. If you want to switch between ascending and descending order, click the column name again.

Show or Hide Bid Form Groups

  • Click the arrow next to a bid form to show or hide the section for that bid form.
  • Click the double arrow at the top of the Bid Form column to open or close all bid form groups.

See Also