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The "Bid Manager" is a powerful tool to create and manage bids within your project. Here's how GCs (with ‘Create and Award Bids to Vendors’ permission) can effectively use this feature:

• Creating a New Bid:

  • Find the "Bid Manager" tile under the 'Finance' tab in the application

  • Clicking on the "Bid Manager" tile opens the "Bid Manager" popup, where new bids can be created

  • Use the 'Top' section of the Bid Manager to create basic bid details

  • Utilize the standard 'Budget Control' with search and division-based filtering

  • Add a “Bid Package Name”, select one or more "Budget Line Items" and set the "Start" and "End" Dates, then click 'Add’

• Date Validations & Bid Creation:

  • The "Start Date" can't be earlier than the "End Date"

  • Bids can't be posted for elapsed dates

• Confirmation & Draft Stage:

  • A toast message confirms the successful creation of a bid package

  • Once created, the bid package is set to the "Draft" status

  • A unique Bid ID is generated for bids in the "Draft" stage and displayed as a column in the grid

The "Bid Manager" streamlines the process of creating and managing bids, ensuring accuracy and compliance with date validations.