Import an RFP package from the estimate cost code section

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Bid Management tab.
6. Select Add / Import > Import Estimate Cost Code.
7. Select the Cost Code.
8. Select whether to include Inclusions, Exclusions, Clarifications, or all of these in the Scope field.
9. Optionally, update the Issue Date as needed.

   The default value is today's date.

10. Optionally, update the Bid Due Date and Time as needed.
11. Update the From Contact as needed.
12. Select Next.
13. Select one of the following Views:
    • Add From ITB - Bidding Only: Companies listed in the invitation to bid (ITB) with the status set to Bidding.
    • 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 the Bidder List checkbox selected 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.

14. Optionally, use the Search field to filter the list.

15. Optionally, use the Distance Filter to narrow the list by proximity.

16. Select one or more company and contacts from the list.

17. Select Next.
18. In the Import Items From Estimate section, elect one or more cost line items to tag for vendors.
19. Select Save & Finish.