Adding notes to the bid package

There are a couple of ways to add a note to a bid package. You can add the note from within the bid package details or to the bid package row on the Summary Sheet.

To add a note to the bid package from within the bid package matrix:

  1. From the Summary Sheet, select the bid package to which you want to add the note.

  2. On the bid package page, select the Notes tab.

  3. In the Notes dialog, enter your notes.

  4. Select OK to save your notes.

To add a note to the bid package on the Summary Sheet:

  1. On the Summary Sheet, select the relevant bid package.

  2. Either select the ellipsis icon "" in the row header, or right-click the bid package name.

  3. Select Notes from the shortcut menu that appears.

    BidMatrix displays a Notes dialog box.

  4. In the Notes dialog, enter your bid package note.

  5. Select  OK to save your note.

Viewing a bid package note

To view the note for the bid package:

On the Summary Sheet, on the bid package row, select the notes icon This Note icon appears in the Notes column on the Summary Sheet beside a bid package or bid package phase that includes a note.