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Edit a Bid Sheet

Update Bid Sheet details and line items within an existing Bid Package in ConstructionOnline™

BACKGROUND

During the bidding process, scopes are refined, quantities change, and line items may need clarification. Editing a Bid Sheet allows teams to adjust how bidders submit pricing so bids remain accurate, comparable, and aligned with the most current scope of work.

ConstructionOnline makes it easy to edit Bid Sheets as bidding evolves, while also protecting bid integrity. Once bids have been submitted, certain elements become restricted to ensure fair comparisons and prevent changes that could impact pricing already received. Understanding when and how Bid Sheets can be edited helps teams make necessary updates without disrupting active bids. 

⚠️ Important: Once a Bid Sheet has received one or more bid submissions or saved bid drafts, the sheet is locked to preserve bid integrity. To unlock the sheet and make changes to line items, any submitted bids or drafts must first be deleted.

HOW TO EDIT 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 you wish to edit. 
  4. Hover over the package and either press the blue "Details>" button or right-click and select "Edit Bid Package."
  5. In the Bid Package's extension blade that opens on the right side of your screen, navigate to the "Bid Sheets" tab. 

    ConstructionOnline's "Bid Sheets" tab
  6. Locate the desired Bid Sheet you want to edit and either right-click on it or select the gray 3-dot Action Menu.

    ConstructionOnline's Bid Sheet options from the Action Menu
  7. Select the "Edit Bid Sheet" option from the dropdown menu.
  8. Update Bid Sheet details as needed. 
    1. If any bids have been submitted or drafts have been saved on the Bid Sheet, the sheet will appear locked.

      ConstructionOnline's Bid Sheet locked indicator

      You will be prompted to delete those bids or drafts before continuing to edit line items. 

      ConstructionOnline Bid deletion prompt to unlock Bid Sheet line items
  9. Click the blue "Save" button to apply your changes to the Bid Sheet. 

ADDITIONAL INFORMATION 

  • Alternative Access Point: You can also edit Bid Sheets by clicking on the desired package and right-clicking on the desired sheet or its gray 3-dot Action Menu 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 edited, the user who edited the sheet, and the date and time of the edits.

     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 edit 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.