iii. Under the Project Documents paragraph, you will need to paste in the link from Building Connected for the project (follow steps 18 through 20 in 5. Adding Documents to Building Connected ). After you paste the link, Ctrl+click on it to test it to make sure it works (there must be a hyperlink to it for it to work; to do that, go to the end of the link and hit enter). iv. The second page of the invite is the Bid Confirmation page that subs will fill out and send back as to whether they are bidding or not. Change all pertinent info on this page also. v. PLEASE BE SURE TO PROOFREAD THE INVITE AND MAKE SURE ALL OF THE INFO IS ACCURATE FOR THE PROJECT. c. If the estimator just gives you the scope of work/project description, use the Invite Template on my desktop. Fill in all of the items highlighted in yellow. If you don’t know it, as the estimator.
7.8 SEND AN INVITATION TO BID
MAKE SURE YOU HAVE CREATED A SUB LIST VIA ONE OF THE ABOVE METHODS (COPYING OR CREATING A NEW LIST).
ALSO, MAKE SURE YOU HAVE CREATED THE INVITATION TO BID IN WORD/PDF FORMAT (see 7.7 Create Invitation to Bid ).
1. In the Main Menu, Click on the drop down box next to Bid# and find the LCI # of the project. 2. Go into Send Invitations to Bid. It will take a few minute to process. 3. Click on the Check All box (towards upper left of screen). If all of the boxes under the select column do not have check marks, click on Check All again. 4. If the Check All box is not shown, go to drop down arrow in the upper left corner of the screen and click on it, make sure there is a check next to “Minimize the Ribbon”. 5. Click on the paper clip icon, Fax/Email Existing Doc (towards the right middle screen).
6. Click Ok 7. Click Yes 8. In the Subject for Email…. Type in the “name of the project” – Invite
9. In the Message for Email… type in PLEASE SEE ATTACHED INVITE. DIRECT LINK: and then paste the link to the Building Connected (follow steps 18 through 20 in Adding Documents to Building Connected above or copy the link from the invite). If you copy the link from the invite, PLEASE BE SURE TO CLOSE OUT OF IT BEFORE
SENDING INVITE OR YOU WILL GET AN ERROR MESSAGE. 10. Click on Send to fax/email now box (below message box).
11. Click on browse. An open box will pop up. Click on Desktop in the left column and then find the project folder and go to the Correspondence folder for the project and click on the PDF format of the invite or Word format if there is not a PDF format. 12. Click on Open
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