User manual

➤ Members tab ➤ Add to add members to the project. Then return to
the Companies tab to add members to a Company.
10 In the New Company dialog click Create. Continue creating more
companies (which will serve as your vendors) or click Close.
An alternative way to add a vendor, is to add a member who is already
associated with a company. When the member is added to the project the
associated company is automatically added to the project.
Now, when you create a bid package vendors are available. The vendors
available for selection are limited to the companies you have added to the
project. Companies created at the site level are not available as vendors until
those companies have been specifically added to a project.
Adding a bid package
1 In the Bid Management dashboard click the Add Bid Packages link.
2 Enter a package name.
3 Click the calendar to select the date that the bid is due.
4 Click the Add Trades link to add trades.
5 Select the trades you want and click Add. You are returned to Step 1 of
creating a bid package.
6 Click the link, Add Vendor for all trades. The vendors selected are
added to all of the trades in the package.
Or, for individual trades click the Add Vendors link that is to the right
of that trade. The vendors selected are only added to the selected trade.
The search excludes vendors that have previously been added to a trade.
7 When you are finished you have several options for saving the package:
Save and Continue - save this package and continue to the next step
of creating an invitation.
Finish - save this package and return to the Bid Management dashboard.
You can return to the package at a later time to send out invitations to
bid.
Finish and Add Another - save this package and continue adding
new packages.
Cancel - return to the Bid Management dashboard without saving any
data entered.
8 If you selected Save and Continue the next step is to create the
invitation to send to bidders.
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