To begin, select the job on the left side.

Scroll to the Financial tab and click Bids.

Click Import Bid Packages.

Select the Source Template you would like to use.

If you have specific bid deadlines that are linked with your schedule, you will have the ability to import the Schedule at this time as well.

Then click Import to complete the process.

The bid packages and trade partners assigned to each package will now be imported into your selected job.

Once imported, any updates that are made will not retroactively update the template. To update the template, you will need to navigate back to the Templates Menu and update the template manually.

What's Next? Adding Documents to Multiple Bid Packages


Creating Bid Packages

Releasing Bid Packages to Trade Partners

How to Edit Bids for Subcontractors

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