Maintaining a Bid History Profile

The Bid History Profile Summary contains all the settings and information recorded for the profile. When a bid history profile is associated with a cost estimate, a copy of the profile is attached to the cost estimate and displayed on the User Bid History Profile Summary, where it can be modified as needed for that cost estimate. Changes made to a user bid history profile do not affect the original reference bid history profile (see Maintaining a User Bid History Profile).

To access the Bid History Profile Summary, click the Bid History Profiles link in the Estimation component, locate the profile you want to view, and then either click the Bid History Profile link or select Open from the row Actions menu.

The Bid History Profile Summary opens on the General tab, which allows you to view or change the following information:

Bid History Profile

Click in a field and add, change, or delete information as needed. Click the Save button when you are finished. The system displays a message to confirm that your changes were saved.

To mark a bid history profile as the default for all newly created cost estimates, select the check box under the Item Default field. To mark a bid history profile as the default for the Typical Section Bid History Profile on all newly created Cost Estimates, select the check box under the Typical Section Default field. The cost estimate default and typical section default can be selected from different bid history profiles. Defaults are not required and will remain blank unless selected.

To view or change additional settings for the bid history profile, click the following tabs:

Data Selection	Click this tab to view or change the types of proposal and item data to be included in the pricing calculations (see Selecting Data for a Bid History Profile).
Basic Parameters	Click this tab to view or change basic parameters for the profile, such as the source of item prices or market area (see Setting Basic Parameters for a Bid History Profile).
Advanced Parameters	Click this tab to view or change advanced parameters for the profile, such as whether to generate averages and regressions, and which variables to include in the price calculation (see Setting Advanced Parameters for a Bid History Profile).
Advanced Filters	Click this tab to view or change filters that exclude historical bid data according to specific proposal information (see Setting Advanced Filters for a Bid History Profile).
Source Data	Click this tab to view the list of pre-gathered historical data for a Bid History Profile. (see Maintaining Source Data for a Bid History Profile). Note: Source Data will only be populated in this tab if the process to Get Bid History Profile Source Data has been completed. See Getting Source Data from a Bid History Profile.

To add a new bid history profile, select Add New from the Actions menu on the component header. For more information, see Adding a Bid History Profile.

If you want to create a new bid history profile that is similar to this profile, you can save time by copying the profile and changing any details as needed. To copy the profile, select Copy from the Actions menu on the component header. See Copying a Bid History Profile for more information.

For in-depth information about bid history profiles and how the system calculates bid-based prices, refer to the Web-Based AASHTOWare Project Bid-Based Pricing Methodology Guide.

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Overview- See Working With Bid History Profiles

The component Actions menu has the following functions:

Actions

Select Add New to create a new Bid History Profile. See Adding a Bid History Profile.

Select Copy to copy a Bid History Profile from an existing profile. See Copying a Bid History Profile.

Tasks

Select Clear Bid History Profile Source Data to clear all the source data within a Bid History Profile. See Clearing Bid History Profile Source Data.

Select Get Bid History Profile Source Data to pre-gather historical data for the items within a Bid History Profile. See Getting Source Data from a Bid History Profile.

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.