Allocate a File or Folder to a Bid Package

On the Project allocation matrix page, you can allocate a folder and its contents or an individual file to a bid package.

To allocate a folder or file to a bid package:

Select the Bids tab to open the All projects page.
On the All projects page, select a project.
On the Files tab, select View allocation matrix.
On this page, rows represent files and folders. Folder rows are gray. File rows are white.
Locate the row for the folder or file that you want to allocate.
In the row for the folder or file that you want to allocate, select the check box for the bid package to which you want to allocate the folder or file.
You can also select the left-most cell in the row to allocate the folder or file to all of the bid packages.

Similarly, if you want to allocate all files and folders to a single bid package, select the top-most cell in the column for that bid package.
Select Save.

Tips

Click and drag a box around multiple adjacent cells to check or clear all of them at once.
Collapse and expand folders to help navigate the page and view associated files more efficiently. This can be at the folder level, or from the table header by selecting the Expand all or Collapse all icons.