You can draw attention to specific cells in the Bid Leveling tool by leaving notes and coloring the cells. This is helpful when there are items that may require you to take action like a missing scope or to highlight a number that is too low that you need to review with the bidder. You can also use colors and add notes for internal tracking and coordination between your teams.
Colors are only visible to you and the project team. Colors applied to cells are not visible to the subcontractor who submitted the bid. If you create or receive a revision to a proposal, the colors will also pull forward to the new revision.
To leave notes or color any cell in Bid Leveling
Click on the cell that you would like to color on the proposal you are working on.
Leave a note in the text box or select a color from the options to highlight the cell.
Click on the “Enter” key on your keyboard or click away from the box and the cell will be highlighted in the color that you choose. The tip of the right corner is also colored to indicate that there is a note on this value.
To remove a note or color on a cell in Bid Leveling
Click on the cell you would like to remove the color on.
Edit the note or click on the blank symbol to remove the color on the cell.
Hit the “Enter” key or click away from the box and the cell will no longer be colored.
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