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Customize the Column Display in the Bidding Tool

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Objective

To customize the columns in the project's Bidding tool.

Background

You can customize the columns in the Bidding tool so it shows data that is relevant to you and your project. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Bidding tool.

Steps

 Important
If your project has been updated to the new bid management experience, see the Bid Management Enhanced Experience section below. Otherwise, follow these steps.
  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This reveals the Bid List.
  3. In the Bid List tab, click the vertical ellipsis icon. 
    This opens the Show, Hide, or Reorder Columns shortcut menu.

    customize-column.png
  4. Choose from these options:
    • Show a Column
      Mark the checkbox next to a column to show on the Bid List page.
    • Hide a Column
      Remove the mark from the checkbox that corresponds to the column to hide on the Bid List page.
    • Reorder the Columns
      Grab the column name by the dots (⁞⁞). Then use a drag-and-drop operation to place the column into the desired position in the list.

      reorder-column.png
       
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu to restore to the original column settings.

For Projects on Bid Management Enhanced Experience

Adjust columns in a Bid Package

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This opens the Bidding tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngicon in the Bid Form column.

    column-options.png
     
  4. Select from the following options:
    • Pin Column: Click to pin the column to a specific side or remove the pin.
      • Select from the following: 
        • Pin Left
        • Pin Right
        • No Pin
    • Autosize This Column: Click to automatically adjust the size of this column. 
    • Autosize All Columns: Click to automatically adjust the size of all column. 
    • Sort By This Column: Click to sort by this column or remove the sorting.
      • Select from the following:
        • Sort Column Ascending
        • Sort Column Ascending
        • Column Not Sorted
    • Reset Columns: Click to rest the columns to the default settings.

Adjust columns in a Bid Form

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View Bid Forms.
  4. Click the bid form you want to view. 
  5. Click the vertical ellipsis icon-ellipsis-vertical.pngicon in the 'Items' or 'Description' column. 
  6. Select from the following options:
    • Pin Column: Click to pin the column to a specific side or remove the pin.
      • Select from the following: 
        • Pin Left
        • Pin Right
        • No Pin
    • Autosize This Column: Click to automatically adjust the size of this column. 
    • Autosize All Columns: Click to automatically adjust the size of all column. 
    • Reset Columns: Click to rest the columns to the default settings.

See Also