Convert a Bid to a Project

Purpose

Use Convert Bid To Project when a bid is awarded. The originating bid is retained and a new project is created.

Prerequisites

An existing bid

Steps

To convert a bid to a project:

  1. From the main Director window, select Project List.
  2. Select the specific bid from the Project List and the bid is highlighted.
  3. Click Convert Bid To Project.


  1. Complete the required fields and any additional fields that are needed.

Required fields are highlighted in yellow.

  1. The highlighted bid from the Project List automatically populates the Based off of Project field. If desired, an alternate bid to base the project can be selected.

  1. If Include Task Data is selected, all task data is copied to the project, including dates, assignees, notes.
  2. Project Mode is used to create projects in Single Plan Mode or Multiple Plan Mode.

It is possible to convert a project from Single Plan to Multiple Plan, but it is not possible to convert a project from Multiple Plan to Single Plan.

  1. Project # is initially populated using the next sequential number. This can be overwritten with a manual project number.

a.  To define preset numbering, see Project Numbering Field Descriptions .

b.  Click Next Project # to populate the next number in the sequence.

  1. Project Name is not required to create a project; however, a project name can be entered as a searchable project entity that can assist in locating a specific project from the project list.
  2. The customer is automatically populated with the customer that was originally assigned to the bid.

a.  Select an alternate customer from the list.

b.  To add a new customer, click Add New.

For more information on adding a customer, see Administration - Company Information.

  1. Note that Material Catalog is populated from the bid that the project is based on; if desired, you can change this before converting the bid ).

  1. Select a Preset Template from the list.
  2. Select a Salesperson from the list.
  1. Select a Project Manager from the list.
  2. Click Convert Bid.

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