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How can I create a bid package from the budget?

1. Arrange/add the budget line items and sub-items.

Helpful Hint: The budget must contain one or more budget line items to be included in the package. All of the budget sub-items for each selected budget line item will be included in the bid package as its line items. 

2: Select the budget line items to be included in the bid package.

  1. To view the budget, click the View Budget link in the left-side menu for the desired budget thread.
  2. Mark the checkbox(es) for the budget line item(s) to be included in the bid package.

3: Create the Bid Package

  1. In the Actions… drop-down, select Create Buyout/Bid Package option.
  2. A pop-up will display. Enter the name of the new bid package.
  3. By default, the Check to import category name checkbox is marked. You can unmark this checkbox if you do not want to create categories based on budget group names.
  4. Click the Go button.
    Helpful Hint: Your new subcontractor package is created and will display on the screen. The  icon indicates that a line item is linked to the budget.
  5. At this point, your bid package is created, subitems are linked to budget.

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