16.06 Masters - Bid Statuses

You can use Bid Statuses to keep track of the progress of your bids and projects. You select or create a new Bid Status on the Cover Sheet (see Related articles for more information). You can then sort and filter the Projects and Bids list by Bid Status to bring the most important bids or the bids that need your current attention to focus.

Open your Masters by clicking your name in the upper-right corner of any screen and selecting "Masters and Templates".

Click on Bid Statuses - the list shows all the Bid Statuses in your Organization.

• To add a new Status, just click the button at the bottom of the list, a new row is added for you to type the name of the new Bid Status.
• To delete a Bid Status, select it from the list and click the button.

You change the Bid Status by open the Bid's Cover Sheet, clicking the button, and selecting a new Bid Status from the drop-down.

Those assigned the role of Admin or Editor can add Bid Statuses to the Masters for all Organization Users to use. Anyone, regardless of role, can create a new Bid Status in a Bid's Cover Sheet or select one from the dropdown (it lists those already created in the Masters). Bid Statuses created in a Bid's Cover Sheet are not stored in the Masters.

Variables You Can Use in Custom Formulas

Masters - Project Types