Add a Single Bid Package

A bid package represents an individual contract for a particular area of work on a project. After you have set up a project, add bid packages to it to represent each area of work for which you are to accept bids.

To add a bid package:

  1. Select the Bids tab to open the All projects page.
  2. On the All projects page, select a project.
  3. On the Bid Packages tab, select the Add menu, and then select Add single bid package.
  4. On the Add bid package page, enter information about the bid package.
    • Trade codes: Choose the trade code or trade codes that represent the kind of work covered by the bid package. Remember, bid packages are what subcontractors submit proposals for.

      The set of trade codes available here is determined by the settings of the project.

    • Name: The name of the bid package. By default, this is the name of the first trade code that you choose in the Trade codes field. You can change it to anything you like, but the name should clearly convey the scope of the bid package.
    • Bid due date: This is the date when bids are due on the bid package.

      The default due date is determined by the project settings, but you can set a bid package-specific due date here.

    • Bid contact: This is the user who is responsible for correspondence about the bid package and receives notifications as bids come in.

      The default contact is determined by the project settings, but you can set a bid package-specific contact here. Contact information such as email and phone number display beneath the contact name.

    • Bid submission instructions In this text area, enter any instructions that you want to provide subcontractors when they receive your invitation to bid.
    • Open opportunity information: Select Yes if you want the bid package to be visible to subcontractors right away. This will not cause the invitation to bid to be sent. You will still have to publish the bid package. With Yes selected, any subcontractor using the application will be able to view this bid package. If you prefer to keep it private, it will only be visible to those subcontractors you invite.
  5. In the Attach files to bid package area, add any necessary or helpful project folders and files.

    You need at least one folder to add a file. Any folders or files you add here will become part of the project's file structure. The file structure is a flat list. You can drag and drop to reorganize folders if there is a specific order that you would like them to be viewed.

    Note: A progress bar displays when you upload a file attachment. The file upload could take some time, depending on its size. If the process will take longer than one minute, you will receive a notification. You can open Preconstruction in another tab to continue working in the application, or you can continue to wait until the upload is complete.

  6. If you want to add another package right after you add this one, select Add Another in the Add bid package page heading.

    With this option selected, you will return to the blank Add bid package page right after you add this one.

  7. Select Add.

    Note: You will receive an error message if you attempt to upload a file that—

    • Is an unsupported file type
    • Exceeds 500MB in size
    • Has a filename that contains the following special characters: ?*<>_|:\/"%
    • Has a filename that exceeds 255 characters