Page Comparison

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• List View provides you with an overview of all of the projects available in your pipeline, including what stage they are at in your bidding process and a match score about how well they align to your business' capabilities, location, etc. Use this view to quickly compare projects and ensure that your business development efforts are focused where they need to be. In this view, you can also review and export projects your company has opted to not bid on or archived projects for reporting and
  historical purposes.
  

  

• Tab View helps you track and manage your entire bid pipeline. The tabs at the top indicate how many projects you have at each stage of the bidding process, including tracking how many projects you’ve won. Advance projects to the next stage as you complete your initial assessment or assign specific projects to others in your organization. Use this view to also determine when invitations to bid are due so that you can map them to your internal workflows, or to review and get reporting for projects that you opted to not bid on or have archived as part of your reporting on your entire end-to-end business development pipeline.
  

  

• Calendar View helps map all the bid days for the projects in your entire pipeline. Using this view, work backwards from a particular bid day to create an internal project plan or assign work to others in your organization (i.e., estimators) as needed.
  

  

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1	Click the Load View button in the top right corner of your screen. List or Tab View Calendar View
2	Click on the view you want to load.
3	After your current view is loaded, select new filters in the menu shown below.
4	Next, click the Save View As button in the top right corner of your screen.
5	Enter a name for your saved view in the Save Filter As pop-up window (shown below). Click Save when finished.

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Viewing, Exporting or Changing the Status of No Bid or Archived Projects

1	To access your no bid or archived projects, in the top-level Bid Center menu, click on the highlighted menu (as shown below). List or Tab View Image Added
2	A drop-down menu will appear, enabling you to choose from active or inactive (Not Bidding, Archived) projects. List or Tab View Image Added
3	Once the system displays your Not Bidding or Archived projects, you can export them to an Excel file for historical reporting. Simply click on the Export file icon (shown below), and the system will automatically generate an Excel file you can download and save. Image Added
4	If you want to change the status of an inactive project (or projects) and add them back to your active bidding pipeline, select a project(s) by clicking in the check box next to the project name. A new Change Status button will appear (shown below). Image Added Click on the new status for your project (e.g., Under Review), and the project will automatically be restored to your active bidding pipeline.