Changing a Bid Letting

The Bid Letting Summary component contains all the information currently recorded about the bid letting, including the proposals to be let.

To access the Bid Letting Summary, locate the appropriate row on the Bid Letting Overview and click the Letting ID link or choose Open from the row Actions menu.

The Bid Letting Summary contains the following tabs:

General

Access general information for the bid letting. See On the General tab, below.

Proposals

Access the proposals, bidders, and bids associated with the bid letting. See Managing Proposals in a Bid Letting and Maintaining Bid Items.

Workflow

Access the workflow designation for the bid letting. See Maintaining Bid Letting Workflow.

 

On the General tab:

You can view or change information in these fields:

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

Quick Links

Quick links are displayed in blue text below the Menu Bar and above the webpage title. These links allow you to quickly jump to application pages related to the current page.

 


The component Actions menu has the following functions:

Actions

Select Add New to add a new bid letting. See Adding a Bid Letting.

Tasks

Select Change Proposal Phase to change the proposal workflow phase for one or more proposals in the bid letting. See Changing the Phase for Multiple Proposals.

Select Export Proposals To Bids to create a file of bid item information for one or more proposals in the bid letting. See Exporting a Proposal to Bids.

Select Export Proposals To Bids With Gen to create a file of bid item information for one or more proposals in the bid letting. See Exporting to Bids with GEN.

Select Validate Proposals to automatically validate one or more proposals (that is, check them for completeness). The system checks the proposals for all required information and sends you a warning message if any information is missing. If all selected proposals are complete, the system displays this message: Proposal Valid. See Proposal Validation.

Views

Select Attachments to manage attachments in a bid letting. See Working with Attachments.

Select Issues to manage tracked issues for a bid letting. See Maintaining Tracked Issue Information.

Select Links to manage links in a bid letting. See Working with Links.

 

Click the Save button when you are finished.

Related topics:

Managing Bid Lettings

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