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Enter an invitation to bid request and automatically generate an invitation to bid request code

Modified: 7 Jun 2026 Viewpoint Estimating Estimating Help
  1. Open the Enter Invitation to Bid Requests screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Estimate Job field, do one of the following:
    • Enter the code of the estimate job for the invitation to bid request.

    • Click to select the estimate job for the invitation to bid request from a Lookup List.

  3. Select the Generate New Number checkbox to indicate that the system will automatically generate an invitation to bid request code.
  4. In the Name field, enter the name of the invitation to bid request.
  5. Complete the fields as described on the Enter Invitation to Bid Requests Screen Field Reference.
  6. Click Save Request.
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