Modify the vendor bids selected and create a new bid day estimate

  1. Open the Manage Invitation to Bid Selection screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Estimate Job field, do one of the following:
    • Enter the code for the estimate job for which you want to modify the selected bids.

    • Click to select the estimate job for which you want to modify the selected bids from a Lookup List.

  3. To reset the filter on the list of vendors and estimate items that appears on the Select Vendors tab, click Clear Criteria.
  4. To filter the list of vendors or estimate items that appears on the Select Vendors tab, modify your criteria on the Criteria tab as described on the Criteria tab.
  5. Click Apply Criteria.
  6. Select the vendors on the Select Vendors tab as described on the Select Vendors tab.
  7. Review the vendors selected on the Summary tab as described on the Summary tab.
  8. In the Update Bid Day Estimate field, click to select New Bid Day Instance.
  9. In the Enter Bid Day Instance Name field, enter the name for the new bid day instance.
  10. The Select the Bid grid (top grid) displays all bids associated with the original estimate that are not associated with a project manager worksheet or a project. In the Select column, select the checkbox for a bid to replace the original estimate with the new bid day estimate.
  11. Review The Estimate grid (bottom grid), which displays all bids associated with the original estimate and either a project manager worksheet or a project. The grid also displays all project change order requests associated with the original estimate.
  12. Click OK.
  13. Click Recalc Now to recalculate the bid day instance. The Estimate tab on the Manage Estimates screen is displayed with updated costs based on the invitation to bid selections.