Bid Tabulation

The Bid Tabulation feature helps bid managers save a significant amount of time. You can focus more on bid analysis without having to arrange bid results side-by-side for comparison using multiple spreadsheets. The tabulation is updated instantly whenever a change is made on either the bid tabulation itself or if a change is made in the bidder portal. The bid tabulation provides a seamless and effortless way to keep the lines of communication open between the bid manager and bidders.

Bid tabulation works in conjunction with bid scope. After your bid scope has been defined, you can tabulate the results of all submitted bids from the Bid Tabulation tab. Consequently, this tab is not functional until at least one bid has been submitted. By default, the bid tabulation can't be opened until after the bid due date, however there is a setting in the account setup that will enable the bid tabulation to be opened any time prior to the bid due date for all non-public projects. See Bidding Options for more information.

Upon bid submission, one folder will be created for each bid containing both bid submission custom field information and supporting documentation files. When the bid is submitted, the bid package supporting documents folder will not be visible in the Documents module until the bid tabulation has been opened.

The Bid Tabulation tab is displayed only if bid tabulation has been enabled in the account setup. Contact your Trimble Unity Construct account administrator if you need access to this feature.

There are a number of customizable features on the bid tabulation tab to meet the unique needs of your particular organization. For instance, you have the ability to adjust totals after negotiating with bidders. If your organization follows a public bid process, you can optionally turn off this capability by clearing the Allow Adjustments check box on the Add/Edit Bid Package Details Page. An additional account feature includes the option to require one or more witnesses present before the bid tabulation is opened.

  1. From the top navigation tabs, click the Bidding tab.

    Use this method if you are not already working in a project.

    2. Bidding Tab Global Nav Bar
  2. On the Bidding page, choose a project from the All Projects menu.

    The Bid Packages page is displayed.

  3. Click the name of a bid package to view the Bid Package Details page.

If this setting is enabled in the bidding details, you are able to adjust the totals received by bidders. After the adjustment is made, the change is reflected in the bidder portal for the bidder to view. When the bidder logs into the bidder portal, adjusted amounts display in red and they are able to view your notes. If your organization follows a public bid process, you can optionally turn off the capability to adjust the totals.

  1. Go to the Bid Package Details page.
  2. Click the Bid Tabulation tab.
  3. Click the title of the bidder's company.

    4. The Invitation Details page is displayed.

  4. Click the Bid Details tab.

    5. An Adjust link displays next to each Total Cost value.

  5. Click the Adjust link next to the total you want to change.

    6. The Adjust Bid Amount popup window displays.

  6. Enter all required fields.
  7. Click Save.

Use the Export feature to download submitted bid data such as the base bid, bid summary and bidder qualification notes.

  1. Go to the Bid Package Details page.
  2. Click the Bid Tabulation tab.
  3. Click Export.
    The data is downloaded as an Excel® (.xls) spreadsheet.

Bid Tabulation Page

  • Show/Hide Filter Toggle: Click this toggle to show or hide all filter options and make more space on the page for you to view bid details.

  • Filters: Each check box is a filter option that allows you to see different data on the screen. After selecting check boxes, click Re-Run to see the results reflected in the table.

  • Export: Click this button to export data into an Excel® spreadsheet.

  • Re-Run: Click this button to refresh the page based on your selected filters. Simply selecting filter check boxes will not display the results in the table below. You have to click the Re-Run button for changes to display.

  • Company Name: The company name is a clickable link that will take you to the Invitation Details page, from which page you are able to adjust values, if this setting is available on the project.

  • Bid Totals: This row lists totals for your initial estimate and that of all bidders. This view allows you to easily see totals across the board to simplify the process of comparing bids.

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