Combining items by contract, project, or category

Items can be combined by contract, project, or category on the Contract Details page. Combining items will only combine like items that have the same item number and unit price.

Combined items will the be set in the following areas that relate to bidding:

  • Schedule of Prices report

  • Bid Entry

  • BidVAULT

 

Combined by Contract: any items that have the same item number, unit price, and planned quantity notation, across all projects and categories, will be combined into a single contract item (with a combined quantity). If using BidVAULT, items will not be grouped by project or category.

Combined by Project: any items that have the same item number, unit price, and planned quantity notation, across all categories and within each project, will be combined into a single contract item (with a combined quantity). If using BidVAULT, items will be grouped by project

Combined by Category: any items that have the same item number, unit price, and planned quantity notation, will be combined within each category. If using BidVAULT, items will be grouped by category.

Combined by ‘None': items that have the same item number and unit price will not be combined. If using BidVault and combined by ‘none', the project and category item groups will still show.

 Please note: Items will only be combined if in the same ‘base bid’ or ‘alternate bid’ groupings.

 

You can change the ‘combined by’ type during the bidding phase of the contract; however, if you have already posted the contract to bidVAULT, changing the ‘combined by’ in OneOffice will not change it in bidVAULT unless re-sync’d.