Setting up Bid Summaries

Bid summaries are sub-estimates within one estimate.  They are used to display different prices for alternate bids and breakout pricing that the customer may request. 

The first bid summary is known as the [Default] Bid Summary.  This contains extension material and labor for all takeoff combined, including the base bid and all alternates. Anything can be entered into the other screens to see in each bid summary, such as labor rates, general expenses, quantity fields, and markups.  To set up additional bid summaries, a copy of the default summary can be used.  

Each estimate contains a [Shell Template] and a [Base Bid – Electrical] bid summary. This bid summary includes the takeoff breakdowns that make up the base bid. For example, the bid item breakdown should include a base bid but no alternate bids. To verify, select Manage Bid Summaries. 

To setup additional Bid Summaries: 

1. On the Bid Summary tab, select Manage Bid Summaries. 

2. Select Insert Before (or Insert After).   

3. Name the bid summary (i.e., Alternate Bid #1) 

4. Choose the bid summary to copy from, which determines how the closeout screens populate.  

5. Select "OK" to close this dialog box.

6. Choose the breakdowns to include in the bid summary.

7. Close the dialog box.