Add a Folder at the Bid Package Level

You can add a file folder from within a bid package record.

Adding a folder in a bid package actually adds it to the project that contains the bid package. It also immediately makes it available in the bid package. Adding a folder here is the same as adding a folder in the project and then allocating that folder to the bid package.

To add a file folder at the bid package level:

On the All projects page, select a project.
On the Bid Packages tab, select a bid package.
On the Files tab, select  Edit.
Select  Add folder.
In the new folder row, enter the name of the new folder and select  Update.
Select Save.
Note: You will receive an error message if your folder name contains the following special characters: ?*<>_|:\/"% or exceeds the 255 character limit.

Tip

Resize the folder pane by using your pointer to click and drag the right edge of the pane, as needed.
You can drag and drop folders to reorder them. This is useful if you're presenting a bid package with folders and files that need to be reviewed in a specific order.

Next: Delete a Folder in a Bid Package