Adding notes to the bid package

You can add a note from within the bid package or from 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.

You can configure the bid package to display the Notes widget under the matrix. Learn more about how to customize the layout.

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 ("") next to the bid package, or right-click the bid package name.

  3. Select Notes.

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

  5. Select  OK to save your note.

To view the notes for a bid package:

  1. On the Summary Sheet, 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.) next to the bid package.