Manually Enter Contractor/Plan Holder Bid Values

If BidVault is used, the bid values will be synced from BidVault after the contract/project is opened. The below instructions provide how to manually enter bid values.

  1. From the Contract menu, click on ‘Bidding’ and then select ‘Bid Entry’.

  2. Select a plan holder from the dropdown.

  3. Click on the headers to open the various sections.

    1. Items are grouped by how items have been selected to be combined.

  4. Enter bid values and click on ‘Save’ at the top right. Any items with missing entries will be noted below the plan holder's name.

    1. The running total at the top of the page will also be updated after the unit prices have been saved.

  5. After all Bid unit prices have been entered select ‘Complete’ for each plan holder to view subtotal values.

    1. After the entry is completed for the plan holder, individual item values can still be updated. To do so first select ‘Incomplete’.

  6. All plan holder bid values will then populate in the bid abstract reports.