Add Additional Information Records to Templates

The additional information feature allows bid managers to capture and track pertinent data about potential bidders to help you make the best and most informed decision. You can choose to add questions that you require potential bidders to answer, include relevant data that potential bidders cannot see, use the data for bid tabulation, or all of the above.

This procedure is a continuation of adding items to bid scope templates.

Individual additional information records can be added one at a time or you can add records that have been used in different projects. Instructions for both methods are provided below:

Add Additional Information Records from a Project

To add additional information records to the bid scope template

  1. Click the Additional Information tab.
  2. To include records used in a particular project, click Add From Project.

    3. The Add Additional Information window appears.

  3. Click the Project drop-down arrow to select the project from which to copy the additional information records.
  4. Select a bid package from the list of results.
  5. Select the check box next to the record(s) you want to add.
  6. Click Add.
  7. Click Close.

Add New Additional Information Records

  1. Click the Additional Information tab.
  2. In the Prompt/Question field, enter the prompt or question.
  3. Select all check boxes that apply:
    • Bidder Entry: Select this check box to allow the prompt/question to be visible for bidders to fill out.
    • Required: Select this check box to make the prompt/question a required field for bidder to fill out.
    • Include in Bid Tabulation: Select this check box to include the prompt/question in the bid tabulation. This facilitates comparing bidders based on additional information.
  4. Click Save.

Related Topics: