Add notes to a bid package
You can use bid package notes to document project information, decisions, and follow-up items. You can add notes from the bid package matrix or the Summary Sheet.
Add a note from the Summary Sheet
- Go to Projects.
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On the Projects page, open the project by selecting Enter on the project tile or the enter icon (
) next to the project row. -
On the Summary Sheet, select the expand icon (
) next to the relevant alternate. -
Select the more actions icon (
) next to the relevant bid package.Alternatively, right-click the bid package row.
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Select Notes.
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In the Notes dialog, enter or update the bid package note.
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Select OK.
Add a note from the bid package matrix
- Go to Projects.
-
On the Projects page, open the project by selecting Enter on the project tile or the enter icon (
) next to the project row. -
On the Summary Sheet, select either the bid package code or the bid package description.
Alternatively, select the bid package from the left navigation pane.
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Select Notes from the toolbar.
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In the Notes dialog, enter or update the notes.
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Select OK.
View the bid package notes
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Go to Projects.
-
On the Projects page, open the project by selecting Enter on the project tile or the enter icon (
) next to the project row. -
Use on of the following methods on the Summary Sheet:
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Select the notes icon (
) on the bid package row. -
Select the bid package and then select the Notes tab.
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