Constructware
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How to add your knowledge
Table of contents
No headersThe following table contains the Bid Solicitations buttons, descriptions of the buttons, and the permissions required to be able to use the buttons.
All permissions: Administrator, Change, and View
| Button | Description | Permission |
|---|---|---|
|
| The Add to Project Team pop-up window allows you to select companies and/or contacts to add to the project team. | Administrator Change |
|
| Enables you to link a supporting document. | Administrator Change |
|
| Opens the Build Bidder List pop-up window which allows you to select bidders to add to the Bid Solicitation. | Administrator Change |
|
| Closes the pop-up window. | Administrator Change |
|
| Enables you to add comments about the selected document. These comments are not part of the official document, but instead are a threaded discussion about the document. | Administrator Change View |
|
| Enables you to copy the selected Bid Solicitation. | Administrator Change |
|
| Enables you to define standard View options and customize other attributes. See Module Customization for CCOs for more information. | Administrator |
|
| Enables you to modify and make any necessary changes to a Bid Solicitation. | Administrator Change |
|
| Enables you to change up to 20 documents at one time, using an editable log format with select fields. | Administrator Change |
|
| Enables you to create/log a new Bid Solicitation. | Administrator Change |
|
| Allows you to view and print the selected bidder's invitation to bid. | Administrator Change |
|
| Enables you to process a Bid Solicitation or Bid CSI Code into an Issue. From the Bidders tab, you can process a bid into a Purchase Order or Contract. | Administrator Changer |
|
| Click the Push Down button to use the same value for all Design Reviews. Enter the value in the top field and then click the Push Down button to display the value in the same field for the other entries. | Administrator Change |
|
| Click the Quick Add button to add contacts and companies to your document quickly. When you click the button, the Quick Add pop up displays so you can type a string of characters and then click Add. If there is no exact match, the standard contact dialog box displays so you can select from the matches found, or enter additional search criteria. Enter the text in the form of "firstname lastname (company)". If you enter only one word, it is considered to be a last name. Anything entered between parentheses is considered to be a company name. Note: If you are using a project-specific document, the contact names default to the members of the project team. | Administrator Change |
|
| Remove the selected document or bidder. | Administrator Change |
| Use the Reports feature to pull information from the database in a concise and printable format. See Reports for more information. | Administrator Change View |
|
| Saves information entered into the system. Use the Save function when creating new or modifying document information. | Administrator Change |
|
| Saves information entered into the system and closes the current page. | Administrator Change |
|
| Saves information entered into the system and opens a new page. | Administrator Change |
|
| Opens the Send Wizard allowing you to send the selected Bid Solicitation. | All |
|
| The Send button opens the Send Wizard, where you can send your Bid Solicitation by fax or email. See Sending a Bid Solicitation for more information. | Administrator Change |
|
| Check the spelling of the data entries. | Administrator Change |
|
| Enables you to view the selected document in printable form. | All |
|
| Enables you to view the log of all Bid Solicitations entered. | Administrator Change |
|
| Enables you to set the record state of the selected document to Void. A voided Bid Solicitation displays, but it cannot be associated with a Document Set. When a Bid Solicitation is voided, the Document Set(s) associated with the Bid Solicatation no longer displays. | Administrator Change |
| Bid Packages Tab | ||
| Buttons | See also Bid Packages Buttons. | |
. 
