Import RFP Package from Estimate Cost Code Section

1. On the Estimate page, go to the Bid Management tab.
2. Select Add / Import.
3. Select Import Estimate Cost Code.
4. Select the Cost Code.
5. Select the checkboxes in the Scope section as needed.
6. Enter the Issue Date.
7. Enter the Bid Due Date and Time.
8. Select the From Contact. You can change the default selection if needed.
9. Select Next.
10. Select one of the Vendor views:
    • Add From ITB: Companies that are listed in the Invitation To Bid (ITB) and have a Status set to Bidding. See Drawings | Specs | ITB module.
    • Add From Master List: All active companies and contacts listed in the Contact Management module.
    • Add From Bidder List: All active companies and contacts listed in the Contact Management module that have Bidder List checked in their profile.
    • Add By Classification: All active companies and contacts listed in the Contact Management module that are categorized using a classification system such as Company Types.

11. Select one or more vendor contacts.

    These are the vendors that will be added to the package. Other vendors can be added after the RFP Package has been created.

12. Select Next.
13. Select one or more cost line items in the Estimate Cost Code section to tag them for the vendors.
14. Select Save and Finish.