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Copy a Favorite Bid List, or from a Prior Project

← Creating Bid Lists - Selecting Bidders

Accessible via: Project Options > Select Bidders > Copy Bid List. This function allows you to use a Bid List from a prior project. You can also create a project/bid list just for the sake of using it over and over. This is a fast and easy way to generate a bid list for a new project. Once Copied, you can also add or delete bidders from the list in order to create your new list.

To create a Favorite or Templated Bid List:

  1. Create a new Project

  2. Create a Project Name for your template, such as "*Template for Retail Projects". 
    Tip! Add an asterisk in front of the Project Name so that it will come up at the top of the list.
    1. No need to enter a bid date or anything else in the project summary screen, unless you want to enter standard Scope verbiage to copy using the "Copy Project" feature.
    2. Add Project.

  3. Select Bidders.

    You will see your template when you go to either "Copy Project" or "Select Bidders > Copy Bid List".

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