Opening the Bid Form

From the Bid dashboard, choose Add Bid to create a new contractor bid. Open an existing row to edit a saved bid.

Required Fields

A bid requires:

• Work Plan.
• Contractor.

The bid form also supports:

• Date Sent.
• Date Received.
• Work item bid amounts.

Contractor Selection

The contractor field uses contractor search. CDM excludes contractors that already have a bid on the same Work Plan so each contractor is represented once.

If a contractor is missing, confirm the contractor record exists and is active before creating the bid.

Entering Dates

Use Date Sent for the date the bid request or packet was sent to the contractor.

Use Date Received for the date the contractor's response was received.

These dates help explain bidding history and are useful during review.

Saving

Use Save to update the current bid. Use Save + New when entering several bids in a row.

After saving, review the Bid dashboard totals to confirm the bid amount rolled up as expected.