View Leveled Bids

Things to Consider

• Required User Permissions:
  • 'Read Only' or higher permissions on the project’s Bidding tool.
• Additional Information:
  • Bids can only be leveled after a bid form has been created and bids have been received.
  • This feature only works for newer bid packages that have response types configured (after October 2023). See Create a Bid Form.

Steps

1. Navigate to the project's Bidding tool.
2. Click View or the name of the relevant bid package.
   Note: You can also click the name of the bid package.
3. Click the bid form name.
4. Click the Bid Leveling tab.
5. Click the Leveled Bids view.
6. Take any of the following actions:
   • View Bidder Contact Information
     • Click the name in the 'Bid Recipient' row to view their contact information.
   • View Qualification Data
     • Scroll to the Qualification Data section to view qualification data.
       Note: This information is available for customers with the Bidding and COMPASS Integration.
   • View Project History
     • Scroll to the Project History My Company section to view the project history.