Overview
This process ensures that Bid Forms and Schedule of Values are properly organized into structured lists and templates, making it easier to standardize, manage, and reuse them efficiently across bid packages and contracts.
Prerequisites
Admin or Project Executive account types are required to edit Bid Forms and SoVs Templates.
Process
Creating a List
Within the Lists & Templates module, click on View Bid Forms and SoVs.
Click Add List in the top-right corner, then enter a List Name. The list name can be edited later if needed.
Select a Workspace Type and add in a List Description.
Click Add Bid Form Items / Schedule of Values Category.
Enter a Category Code and Category Name, then choose Save, Save and Add Next, or Cancel.
You can add an item under a category by clicking the plus symbol on the right side of the category.
Enter the following information:
Code
Name
Description (Optional)
You can Save, Save and Add Next, or Cancel.
To add an additional category, click the three-dot menu in the top-right corner of the screen, then select Add Category. You will then be prompted to enter a Category Code and Category Name.
From the same three-dot menu, you can click Save Changes once you are done adding Bid Form / SoV items.
Once you've added all of the Bid Form / SoV items to the list, you can now create a template!
Creating a Template
Click on the Templates tab at the top.
Click Add Template at the top right corner. You will be prompted to name the template, which can be edited later.
On this page, you can edit the Template Name, add a Description to help employees easily find the template, and include list items from the list you just created.
To add Bid Forms and SoVs from the list, select the desired items and click the right arrow to move them into the template.
Use the double arrow to move all items at once, if applicable.
Once you are done, click the three-dot menu on the upper right corner then click Save Template. You can now use this template on your Bid Packages and Contracts!
This process streamlines the creation of structured, reusable Bid Forms and SoV templates for consistent use across projects, bid packages, and contracts.