Month: June 2017

Invitation to Bid documents are used to send general information about a project to a large number of potential vendors. Invitation to Bid documents usually fit into one of two

Invitation to Bid documents can be created at any time during the project’s life cycle in the following two ways: –  From the Site Menu if you are not yet working

A Request for Quote (RFQ) document tracks your quote request to a subcontractor/vendor, and his/her response (quote/bid). RFQs can be part of larger workflows, such as when RFQs are created

When the same RFQ is sent to more than one vendor, a Bid Package document is used to contain information about the quote request and all responses from the subcontractors/vendors

There are four ways to create a Bid Package document: From a Bid document – use this method when you are requesting quotes for a prospective project From automatic workflow

A Bid Package Addendum document is used to add information to an existing Bid Package that was sent out to vendors. Bid Package Addendums update or add information to Bid

There are two ways to create a Bid Package Addendum document: –  Manually, with no automatic connection to a Bid Package. –  From a Bid Package document with a status

The Commitment document contains information on the contracts you have with vendors and subcontractors and, optionally, suppliers (purchase orders). When used at non-integrated sites, Owner Direct is purely informational. However,