Create a bid from an estimate

  1. Open the Create Bid screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Bid field, enter a code of up to eight alphanumeric characters to identify the bid.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
  4. Press Tab.
  5. In the Estimate Job field, do one of the following:
    • Enter the name of the estimate or bid day estimate for which you want to create a bid.
    • Click to select the estimate or bid day estimate from a Lookup List.
  6. If needed, click Copy Globals on the quick link bar to copy globals from a catalog or estimate to the estimate for which you are creating the bid.
  7. Complete the fields as described on the Post an alternate to the estimate.
  8. Click OK.
  9. Press Tab.
  10. In the Bid Name field, enter a name for the bid.
  11. Press Tab.
  12. Complete the fields as described on the Create Bid Screen Field Reference.
  13. Click Save Bid.