Viewing, Exporting, or Changing the Status for No Bid or Archived Projects While in Card View

The advantage of working in a Card view is to be able to see all the active projects in your bidding pipeline and to be able to easily move them from one stage to another, depending upon your priorities. However, you can always access your inactive projects - those you chose not to bid on or archived for future reference - by clicking on the active / inactive project icon (shown below). This will provide you with a drop-down menu where you can toggle between active or inactive (Not Bidding, Archived) projects.

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 icon (shown below), and the system will automatically generate an Excel file you can download and save.



 

 

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