This Screen Field Reference describes the following:

• General tab
• Proposal Options tab
• Scope of Work tab
• Contacts tab
• Estimate tab
• Alternates tab
• Summary tab
• Binder tab
• Copy Globals popup window

General tab

Field	Description
Address Information - You can store an address for the bid. Click to copy the address to the Windows clipboard. Click to view the location using Google Maps. Tip: Select the country first so that the appropriate jurisdictions are available.
Street 1	Enter the first line of the street address for the bid.
Street 2	Enter the second line of the street address for the bid.
City	Enter the city for the bid.
State	Click to select the state or province.
Zip	Enter the ZIP code or postal code for the bid.
Country	Click to select the country for the bid.
Fax Number	Enter the fax number for the bid.
Phone Number	Enter the phone number for the bid.
Estimated Start Date	Enter the date the work is estimated to start or click to select the date from a date picker.
Estimated End Date	Enter the date the work is estimated to end or click to select the date from a date picker.
Memo	Enter any comments or notes about the bid. The memo is for your information only. It doesn't appear on the printed proposal.
Bid Details
Prospect	Enter the code of the customer or prospect for the bid or click to select the customer or prospect from a lookup list.
Bid Type	Enter the code of the bid type for the bid or click to select the bid type from a lookup list. Examples of bid types include Commercial, Concrete, Demolition, Residential, and Sitework.
Lead Source	Enter the code of the lead source for the bid or click to select the lead source from a lookup list.
Sales Tax Authority	Enter the code of the sales Tax Authority for the bid or click to select the sales tax authority from a lookup list.
Due Date	Enter the due date for the bid or click to select the date from a date picker.
Due Time	Enter the due time for the bid in the format HH:MM:SS.
Sent Date	Enter the date the bid was sent or click to select the date from a date picker.
Expiration Date	Enter the date the bid expires or click to select the date from a date picker.
Date Won/Lost	If the bid stage has a status of Won or Lost, enter the date the bid was won or lost or click to select the date from a date picker. This date is used on the Bid Dashboard for analysis.
Tax Exemption Number	If needed, enter the tax exemption number for the bid customer or prospect.
Bid Status
Bid Stage	Enter the code of the bid stage for the bid or click to select the bid stage from a lookup list. This date is used on the Bid Dashboard for analysis.
Acceptance Probability	Displays the acceptance probability as a percentage for the selected bid stage.
Bid Status	Displays the bid status for the selected bid stage.
Lost To	If the bid stage has a status of Lost, enter the entity that won the bid.
Lost Reason	If the bid stage has a status of Lost, enter the reason the bid was lost.

Proposal Options tab

Use this tab to set options for creating a proposal and project based on the bid.

Field	Description
Project Classification	Enter the project classification to use in the project manager worksheet for the bid or click to select the project classification from a lookup list.
Billing Code WBS Level	Enter the WBS level for the billing code or click to select the WBS level from a lookup list. The WBS code selected in this field is used to sort and subtotal proposals created for the bid. In addition, the proposal forms show up to four levels of parent WBS code relationships for the selected WBS code. Once you set the billing code WBS level, you may want to open the estimate on the Manage Estimates screen and check the WBS level for the bid line items.
Source for Billing Quantities	Click to select the source for billing quantities. Estimate Items - Billing quantities for proposals and projects are taken directly from the estimate cost items. WBS Level Summary - Billing quantities for proposals and projects are taken from the lowest WBS code level selected for the estimate summary. Select this option if you want to use a bid day instance to round costs in the Summary tab and want to use the rounded values in proposals and projects.

Scope of Work tab

Use this tab to clearly define the work that will be done if the bid is won. This text appears on the printed proposal.

Field	Description
Scope of Work	Enter a description of the scope of work for the bid. You can enter formatted text in this field. Click to open the Formatted Text Editor. Note: If you format text to be highlighted with another color, it may not appear highlighted on the proposal forms. Viewpoint recommends using another format to draw attention to the text, such as text color, text size, underline, and/or bold.
Exclusions	If needed, enter a description of the exclusions for the bid. You can enter formatted text in this field. Click to open the Formatted Text Editor. Note: If you format text to be highlighted with another color, it may not appear highlighted on the proposal forms. Viewpoint recommends using another format to draw attention to the text, such as text color, text size, underline, and/or bold.

Contacts tab

Each row in the grid on the Contact tab lists a contact for the bid. The first three rows of the grid contain fixed values for the estimator, prospect, and salesperson. You must select contacts for these three rows. In addition, you can add additional contacts as needed. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids.

Field	Description
Contact Type	Enter the code of the contact type for the contact or click to select the contact type from a lookup list.
Name	Enter the name of an existing contact or click to select the contact from a lookup list. The lookup list for contacts is filtered for the contact type you selected in the grid. In addition, the lookup window displays a column for each default contact type, which you can use to further filter the list. You can select to include one-time contacts and/or only contacts on the selected project in the lookup window. Note: You cannot create a new contact on this tab. You can only select a contact that has already been added to the application. Use the Contact screen to create a contact.
Work Phone	Displays the work phone number for the contact.
Extension	Displays the work phone extension for the contact.
Cell Phone	Displays the cell phone number for the contact.

Estimate tab

The Estimate tab is a direct link to the Estimate Tab on the Manage Estimates screen for the estimate associated with the bid. Use the tab to review and modify the estimate before you create the bid.

You might want to:

• Modify the schedule of values and recalculate the bid.
• Modify any of the cost items and select the recalculate tool bar option.

These modifications don't affect the original estimate. They only appear on this bid. This enables you to make bid day changes and update right up until you print the proposal.

The Toolbar and the Replace and Send buttons are not available in the Estimate tab on the Create Bid screen. The Catalog field displays the catalog for the estimate. If needed, click to select the catalog for the estimate.

Alternates tab

The Alternates tab is a direct link to the Alternates tab on the Manage Estimates screen for the estimate associated with the bid. See Alternates Tab for complete details on the functionality of the Alternates tab.

Alternates are possible changes to the estimate, which if approved and posted, become a part of the estimate. Use the Alternates tab to post acceptable alternates in the estimate so that they are part of the bid when you create the project data. An alternate’s status is a description of its progress through the approval process. Use the Status button to change an alternate’s status to one of the following:

• Pending - The alternate is under consideration.
• Acceptable - The alternate has been approved but not posted.
• Rejected - The alternate has been rejected and will not be included in the estimate.
• Posted - The alternate has been accepted and incorporated into the estimate. You cannot select the Posted status; the application will change the alternate's status to Posted when you post it.
• Included - The alternate has been incorporated into the estimate manually.
• Other1-3 - These statuses can be customized using the Estimating Preferences screen. While you can post an alternate with any status, Viewpoint recommends that you use the Status field to track which alternates are accepted and only post those alternates with a status of Acceptable. Once an alternate's status is set to Acceptable, you can post it to copy its cost items to the estimate. Posted alternates are still listed on the Alternates Summary List, but they are grayed out to reflect their posted status.

Summary tab

The Summary tab is a direct link to the Summary Tab on the Manage Estimates screen for the estimate associated with the bid.

Binder tab

• Binder sub-tab
• User-Defined Fields sub-tab

Binder sub-tab

If user-defined fields exist for this function, the Binder sub-tab appears. Otherwise, the information appears on the Binder tab with no sub-tabs.

Each row in the grid is a binder item. A binder item is an item associated with the record. You can attach a file to a binder item and set reminders for binder items. It can be useful to create binder items for contracts, legal documents, and photos. Use the Binder Item Types screen to create and manage categories for binder items. A paper clip icon appears on the tab when it contains binder items. Use the View Binder Items screen to manage all of your binder items.

Click to add a row to the grid. Click to delete the active row from the grid.

Field	Description
Reference Existing Binder Item	If a binder item already exists in the application and is shared, you can reference it (rather than creating a new, separate binder item). Click Reference Existing Binder Item, select the binder item you want to reference from a lookup list, and click OK.
Open	You can open one or more binder item attachments. You must have the software required to open an attachment—such as Adobe Reader—installed on your computer to be able to view it. Any changes you make to a binder item attachment are saved when you close the attachment. In the Selectcolumn, select the checkbox for each binder item you want to include in the e-mail and click Open.
E-mail	You can send one or more binder items in e-mail message. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with a binder item. In the Selectcolumn, select the checkbox for each binder item you want to include in the e-mail and click E-mail.
Binder grid
Select	Select the checkbox to perform an action on the binder item, such as opening the item's attachment or sending the item in an e-mail.
Binder Item Type	Enter the binder item type for the binder item or click to select the binder item type from a lookup list. The binder item type determines the various behaviors of binder items.
Description	Enter a description of the binder item.
Date	Initially displays the current date. If you want to modify the date for the binder item, enter the new date or click to select the date from a Date Picker. See Using Date Pickers.
Shared	Select the checkbox to make this binder item available for reference throughout the application.
Attachment Value	Enter the full path and file name of the binder item attachment or click and navigate to select a binder item attachment.
Attachment Method	Defaults to the last attachment method used. Click to select the method to use for the attachment. Link: A linked attachment is stored within a file system (either on your computer or on your network). Other users must be able to access this file system in order to view or send the attachment in an e-mail. If you delete a binder item with a linked attachment, you are deleting only the link. The attached document remains in your file system. If you delete the attachment file from the file system, the link is broken. Embed: An embedded attachment is stored within the application. You can set an embedded attachment so that it can be shared throughout the application. Sharing an embedded attachment allows other users to reference it in other records in the application. For example, if you create an embedded attachment of a contract, you might reference it in both the vendor record and the project record. If you delete a binder item with an embedded attachment that is referenced in another record, you are deleting only the link. The attached document remains embedded in the application. If you delete a binder item with an embedded attachment that is not referenced in any other record, you are actually deleting the attached document. The document will no longer be available in the application.
Status	Click to select the status of the binder item. Active: Binder item is available for use and appears in lookup lists. Inactive: Binder item is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Owner	By default, displays the current user ID. If needed, enter the users for the binder item owner or click to select the owner from a lookup list.
Reminder Date	Enter the date for the reminder for the binder item or click to select the date from a date picker. The application uses this date to determine whether this binder item appears on the View Alerts screen and the View Tasks screen.
Notes	Enter any comments or notes about the binder item. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Inactive Date	If the status is Inactive, enter the date the binder item became inactive or click to select the date from a date picker.
Priority	Click to select the priority of the binder item. High Normal Low
Source Type Grid: When you click to display the card view, the Show All References button appears. Click Show All References to display and edit details for additional sources where the binder item is attached. Each row in the grid is a source where the binder item is attached. The first row in the grid is always the current source. Click to add a row to the grid. Click to delete the active row from the grid. When you add a binder item to another source using the Source Type grid, the binder item is automatically shared. Note: You cannot add binder items using the Source Type grid for the following source types: Connect Settings, Meeting Minutes Agenda, Meeting Minutes Action Item, Customer Lien Releases, and Vendor Lien Releases.
Source Area	Displays the additional information about the source where relevant. For example, if the source is a vendor invoice, this field would display the company and vendor for the invoice. Source area information is not available for all sources.
Source	Enter the code that identifies the source to which you want to add the binder item or click to select the source from a lookup list. See Using Lookup Lists.
Source Name	Displays the name of the source.
User-Defined Fields sub-tab - If any user-defined fields exist for this function, this sub-tab appears. You can use the User-Defined Fields screen to customize this function. Any user-defined fields appear on this sub-tab. Complete the user-defined fields as needed.

Copy Globals popup window

Use the Copy Globals popup window to copy globals from a catalog or estimate to the estimate used on the bid. Once you have made your selections, click OK to copy the selected globals and return to the Create Bid screen.

Field	Description
Copy Globals From	Select the option button to indicate from where you want to copy globals. The option button you select determines what is available in the unlabeled field below. Catalog Estimate
Catalog/Estimate (unlabeled)	Click to select the catalog or estimate from which you want to copy globals from a lookup list.
WBS Code Structure	Select the checkbox to copy the WBS code structures for all the WBS codes, which include all the values, descriptions, quantities, units, and baselines of each item.
Clear Before Copy	If the estimate or database to which you are copying the WBS codes already has a WBS structure, select the checkbox to delete the existing structures before copying the data. Note: If you don't select this option, the WBS code structures from the source will be added to those that already exist in the target. It is important to clear the WBS structures if the WBS codes are used for different information in the source and target. For example, you should clear the WBS code structures if WBS1 is used for Phase in the source and Supervisor in the target.
WBS Field Names	Select the checkbox to copy all the WBS code names, which set the column headings of the WBS codes.
Export Field Names	Select the checkbox to copy all the export names, which set the column headings of the Export codes.
Other Cost Type Field Names	Select the checkbox to copy all the other names, which set the column headings of the Other cost item types.
Calculator Parameters	Select the checkbox to copy all calculator parameters, which set the cost of fuel and the number of working hours for different time periods in the equipment cost calculator.
Markups	Select the checkbox to copy all markups names, which set the column headings of the markup calculator.
Queries and Filters	Select the checkbox to copy queries and filters from one estimate to another.