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Edit a Bid Package Template

Make changes to an existing Bid Package Template in ConstructionOnline™

BACKGROUND

Bid Package Templates in ConstructionOnline allow users to standardize how Bid Packages are created, helping teams maintain consistency across projects and save time during the bidding process. Editing an existing Bid Package Template lets you update details such as scope, instructions, files, Bid Sheets, and Bidders so the template stays accurate and aligned with your current workflows. 

⚠️ Important: Changes made to a template will apply to future Bid Packages created from it, without affecting any Bid Packages that have already been issued. 

HOW TO EDIT A BID PACKAGE TEMPLATE

  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. Navigate to the "Templates" tab. 

    ConstructionOnline's Bid Tracking "Templates" tab
  4. Locate the desired Bid Package Template you wish to edit. 
  5. Hover over the template and either press the blue "Details>" button or right-click and select "Edit Template."

    ConstructionOnline's "Edit Template" option in Bid Tracking
  6. The Bid Package Template's extension blade will open on the right side of your screen, where you can make changes as needed within any tab - 

    ConstructionOnline's Bid Package tabs
    1. Details: General Bid Package information such as dates, scope of work, instructions, and company contact details. 

      🗒️ Note: The Related Project/Opportunity field cannot be modified. If you need to create a template for a different Project or Opportunity, you can duplicate the Bid Package Template and update the field in the new copy. 
    2. Files: Documents associated with the package including specifications, images, and other supporting materials. 
    3. Planroom: Plan sheets from the related Project/Opportunity's current plan set. 
    4. Bid Sheets: Line items that define how bidders will submit pricing for the scope of work. 
    5. Bidders: Contacts added to specific Bid Sheets. 
  7. Press the blue "Save" button to finalize the changes made to the Bid Package Template. 

ADDITIONAL INFORMATION 

  • Alternative Access Point: You can also edit Bid Package Templates by clicking on the desired package and selecting "Edit Template" from the blue "Actions" dropdown menu.
  • 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 edit Bid Package Templates. 
  • 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.