With BC Pro, you can create sub list templates to easily import subcontractors into new projects. Keep your templates organized by adding tender packages into which you can group subcontractors by trade.
To add tender packages to a bidder list template
Within a sub list template, click on "New Tender Package".
You can enter in a number, tender package name, and keywords. Tender package name is required. The keywords will help you find subcontractors to add to your tender package that perform that work. Click "Save".
Next, you can add bidders to the tender package in your sub list template.
To duplicate tender packages on a bidder list template
Within a bidder list template, navigate to the the "Package-Specific Tender Packages" tab.
Under the "Action" column, click the drop-down arrow for a tender package and click "Duplicate".
You can duplicate into three different locations:
- Into a new project: Enter in a number and name for your new project and click "Create and duplicate".
- Into a new template: Click the "Template" tab, enter in a number, name, and short description, and click "Create and duplicate".
- Into an existing project: Click "Select existing project" at the bottom left corner. Select an active project or template from the drop-down menu and click "Duplicate".
To delete tender packages from a bidder list template
Within a bidder list template, navigate to the the "Package-Specific Tender Packages" tab.
Under the "Action" column, click the drop-down arrow for a tender package and click "Delete".
Click "Delete".
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