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Adjust Columns in a Bid Package

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Background

You can customize Bid Package columns to display the data most relevant to you and your project.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permission or higher on the project's Tendering tool.

Steps

  1. Navigate to the 

  2. project's Bidding tool.

  3. Click the bid package.

  4. Click the Tendering tab.

  5. Click Configure to choose what data is displayed in the table.
    • Move the toggles ON or OFF to show or hide a column. The following fields are available:

      • Tenderers

      • Tender Status

      • Tender Amount

      • Tender Recipients

      • Notes

      • Non-Disclosure Agreement Activity

      • Last Activity

      • Tender Recipient Phone

      • Tender Recipient Email

      • Business Classifications

      • Company Rating

      • Jobsite Proximity

        • The following fields are available for users with the Bidding + COMPASS integration in the United States and Canada:

          • Qualification Status

          • Qualification Expiration Date

          • Single Limit

          • Aggregate Limit

 

Rearrange Columns

  1. Click and hold the column header.

  2. Drag it to your preferred location and release.

Sort Columns by Ascending or Descending Order

  1. If the column is available for sorting, click the column header.

  2. Click the column header again to switch between ascending or descending order.

Customize Column View

  1. Click the vertical ellipsis on the column and select from the following options:

    • Pin Column:

      • Pin Left: Pins the column to the left side of the table.

      • Pin right: Pins the column to the right side of the table.

      • No Pin: Removes the pin from the column.

    • Autosize This Column: Click to automatically adjust the size of this column.

    • Autosize All Columns: Click to automatically adjust the size of all columns.

    • Reset columns: Click to reset the columns to the default setting.