User manual

Bid Management Options (page 358)
Printing, Importing and Exporting in Bid Management (page 362)
Bid Management Dashboard for
Administrators
As a bid administrator the Bid Management dashboard is where administrators
create bid packages, create invitations to bid, and track the bidding process.
The Bid Management dashboard behaves as other business processes do in
terms of what happens when it is Deleting a Form Log (page 307) and Cloning
a Project
(page 42). Site and project administrators can view form log actions
in the
Activity Logs (page 143).
All participants have access to the Bid Management dashboard. However, the
tasks available to bid administrators depend on the whether the administrator
was granted permission to perform that task. For example, as a bid
administrator you may have been granted the privilege to send invitations
but not enter responses.
Adding a vendor
Before you can send out a bid invitation you have to add vendors to the
project.
1 In the Project Tree select a project. This should be the project that will
contain the bid manager business process.
2 Right-click and choose Properties.
3 Click the Companies tab.
4 Click New.
5 Enter a Name.
6 A Vendor ID is automatically created for you, however, you can enter
a new ID if necessary.
7 Enter additional Company and Contact information as needed.
8 Click the Company Members tab.
9 Select a member from the Available list and click Add. Members must
first be added to a project before they can be associated with a company.
If the member you to add is not available go to Project Properties
352 | Chapter 24 Bid Management