Maintaining Source Data for a Bid History Profile
A bid history profile is a collection of settings used to gather historical bid data for cost estimation purposes. When a bid history profile is selected during cost estimation, this collection of settings determines which historical bid data is used for bid-based pricing in Estimation. Source data is historical bid data for an item. You can use source data information to help price items more efficiently. If a Bid History Profile has been pre-gathered, the Source Data tab will be populated with the pre-gathered Bid History.
You can access the Source Data tab by navigating to the Bid History Profile Summary.
Click the Source Data tab to view a list of all of the items included in the pricing profile calculations. Each item row displays the following information:
You can exclude any item from the pricing profile calculation by selecting Exclude from Search Results from the Actions menu on the item row.
You can update the source data at any time by following these steps:
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Clear the existing source data by selecting Clear Bid History Profile Source Data from the Actions menu on the component header. See Clearing Bid History Profile Source Data.
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Gather historical bid data for an item by selecting Get Bid History Profile Source Data from the Actions menu on the component header. See Getting Source Data from a Bid History Profile.
The row Actions menu has the following functions:
Actions
Select Exclude from Search Results to exclude a record from your search.
Views
Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.
Select Issues to manage tracked issues. See Maintaining Tracked Issue Information.
Select Links to manage links. See Working with Links.
Reports
If the system includes reports for this component, they will display in this section, alphabetically. Select the report you want to run. See Working with Reports.
