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Delete a Bid Sheet

Remove unneeded Bid Sheets to keep your Bid Packages accurate

BACKGROUND

During the bidding process, there may be times when a Bid Sheet needs to be deleted from a Bid Package—such as duplicate sheets or entries that were created for testing. Removing unnecessary Bid Sheets helps keep your Bid Package organized, reduces confusion for your team and subcontractors, and ensures your bidding records remain accurate and up to date. 

⚠️ Important: Deleting a Bid Sheet is a permanent action. Once deleted, Bid Sheets are permanently removed from the Bid Package and cannot be recovered.

HOW TO DELETE A BID SHEET

  1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Under the "Financials" section, select "Bid Tracking."
    1. This will open your "Bid Packages" List. 
  3. Locate the desired Bid Package with the Bid Sheet you wish to delete. 
  4. Right-click on the package and select the "Edit Bid Package" option from the dropdown menu. 

    ConstructionOnline's option to edit a Bid Package
  5. Navigate to the "Bid Sheets" tab.

    ConstructionOnline's "Bid Sheets" tab
  6. Scroll to the desired Bid Sheet and either right-click on it or select the gray 3-dot Action Menu.  
  7. Select the red "Delete Bid Sheet" option from the dropdown menu. 
    1. A confirmation message will appear in the bottom-right corner of your screen confirming deletion. The blue "Undo" text is the only opportunity to revert the action. 

      ConstructionOnline's Bid Sheet Deleted message

      ⚠️ Important: If any Bidders were only added to this specific Bid Sheet within the Bid Package, any bid invitation emails they received will automatically update to display the following message when they attempt to view the Bid Package: 

      ConstructionOnline's expired bidding link message

ADDITIONAL INFORMATION 

  • Alternative Access Point: You can also delete Bid Sheets by clicking on the desired package and right-clicking on the desired Bid Sheet within the "Bid Sheets" tab. 
  • You can see information regarding this activity logged in the Company History Log, where ConstructionOnline records the Bid Sheet that was deleted, the user who deleted the sheet, and the date and time of deletion.

    ConstructionOnline's Company History Log
  • Subscription Level: Bid Tracking is available for ConstructionOnline accounts with active subscriptions at the Residential Business, Commercial Team and Business, and Multi-Family Team and Business levels. 
  • Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" permissions for Bid Tracking can delete Bid Sheets. 
  • CO™ Mobile App: The Bid Tracking feature is currently available exclusively via browser access to ConstructionOnline. 

HAVE MORE QUESTIONS? 

  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.