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03.07.01 Setting the Current Bid

Last Updated: 2022-04-25 06:59

To set the Current Bid, open the Project Cover Sheet by clicking the Cover Sheet button next to the project's Name in the Projects and Bids List.

After the Project Cover Sheet opens, click Edit Project Information button to put the Cover Sheet in edit mode.

The ConstructConnect Takeoff Project Cover Sheet showing the Set Current Bid drop-down

Click the Current Bid drop-down and select the bid you want to make the Current Bid.

Once set, notice that the Current Bid Indicator shows on the Project and Bids List (and on the Takeoff Tab and, if you are using the web app, there).

Project and Bids List highlighting the Current Bid Indicator

All users who can see this project are updated automatically. If they are using the web app, they see a banner that lets them know they are not working in the Current Bid. Other desktop users should notice the new Current Bid when their Projects and Bids List updates.

click here to view the previous article What is the "Current Bid"? Manage Project Access Level for Organization Users click here to view the next article



 

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