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Knowledge Base

← Customer Feedback for PreconSuite

  1. Archiving Projects →

    1. Archive a Project
    2. Restoring an Archived Project

  2. Bid Packages & Bid Phases →

    1. Bid Packages & Bid Phases (Definitions/Benefits)
    2. Creating Bid Packages
    3. Creating Bid Phases
    4. A bid phase name is required to create more.

  3. Creating Bid Lists - Selecting Bidders →

    1. Copy a Favorite Bid List, or from a Prior Project
    2. Select Bidders: Filter by Group or Postal/Zip Code (By Trade-All)
    3. Select Bidders by Trade-Individually
    4. Removing bidder(s) (Uninviting a bidder from a project)
    5. How to Search PipelineDirectory for Additional Subcontractors

  4. Database Management →

    1. Merging Companies
    2. Mass assign companies or merge entire trades and/or groups
    3. "Do Not Invite" status option in subcontractor/company records.

  5. Invitation Preferences →

    1. Editing Invitation Title
    2. Hide or Show Login on Faxes
    3. Invitation Check Boxes on Fax

  6. Logging In →

    1. Trouble Logging in or Forgot Password
    2. When a Subcontractor Says They Can't Login
    3. How to pin the PipelineSuite login to your desktop (Windows)

  7. Managing Bid Lists →

    1. Bid List Column Preferences
    2. Minority Report or "Good Faith Effort" Report
    3. Uploading a Bid for a Sub into a Project
    4. Master Bid List - Default Sort by Trade Code or Company.

  8. Managing Projects →

    1. Project Contacts
    2. Can't find a project? Here's how.
    3. Delete a Project
    4. Copy Project & Project Templates

  9. Notices (Addenda, RFI, Bid Date Change, etc) →

    1. Creating and Sending a Notice (Addendum, RFI Response, etc.)
    2. Create and Send a "Thank You For Bidding" Notice to not-awarded bidders
    3. Create a Notice Memo
    4. Create a Notice Template

  10. Planroom →

    1. Uploading Plans or Other Documents into your Plan Room
    2. Attachments to Emailed Bid Invitations and Notices
    3. Compressed (zipped) Folders Error.

  11. PreconTabs - Bid Tabulation & Bid Leveling →

    1. Creating a Bid Form (One Base Bid Separate from Line Item Questions)
    2. Creating a Bid Form - Most Common Method (Base Bid as a Line Item)
    3. Bid Leveling
    4. Download a PDF of a Blank Bid Form

  12. Prequalification Module →

    1. What is PreconPrequal™?
    2. Prequal Form Setup Instructions

  13. Procore Integration →

    1. Importing Drawings from Procore

  14. Reports →

    1. Create a Custom Report
    2. Creating a Report of Companies Not in a Group

  15. Value-Added Services →

    1. Email Clean-Up Service
    2. Find Me More Subs Service
    3. ITB Response Service

  16. All articles →

    1. Creating and Sending a Notice (Addendum, RFI Response, etc.)
    2. Copy a Favorite Bid List, or from a Prior Project
    3. Archive a Project
    4. Trouble Logging in or Forgot Password
    5. Editing Invitation Title

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