Add Bid Scope Templates

Bid scope templates eliminate the need to manually create a bid scope. The template can be used for any bid package, and across all projects. Administrator and bid managers are able to set up similar bids using templates from various projects. Optionally, existing items can be appended to the template in order to update the details of the original line items in tandem.

To add bid scope templates

  1. Go to Bidding settings.

    2. For instructions, see Access Bidding Settings.

  2. Click Templates.
  3. Click Add.
  4. Enter a name for the template in the Name field.
  5. In the Status field, choose to make this template active or draft.

    6. Active templates will be automatically available to users.

  6. Optional: Enter a description for this template to detail how and when it should be used, if applicable.
  7. Click Save.

This is part 1 of 2 in creating the bid scope template. After a template has been added, you will need to add items to it.

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