Create a bid day instance

  1. Open a job in the Manage Estimates screen.
  2. Select the Estimate tab.
  3. Click Bid Day on the speedbar and select New Bid Day Instance.
  4. In the Enter Bid Day Instance Name field, enter the name for the new bid day instance.
  5. The Select the Bid grid (top grid) displays all bids associated with the original estimate that are not associated with a project manager worksheet or a project. In the Select column, select the checkbox for a bid to replace the original estimate with the new bid day estimate.
  6. Review The Estimate grid (bottom grid), which displays all bids associated with the original estimate and either a project manager worksheet or a project. The grid also displays all project change order requests associated with the original estimate.
  7. Click OK. The new bid day estimate is created and opened in the Manage Estimates screen.