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 sub-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 or sub-items to be included in the bid package.

1. To view the budget, click the desired budget menu to load that budget.
2. Mark the checkbox(es) for the budget line item(s) to be included in the bid package.

3: Create the Bid Package

1. Click the Create button at the top of the budget menu and select the Bid Package option.
2. A pop-up will display. Enter the name of the new bid package.
3. By default, the Check to import group 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.
5. At this point, your bid package is created, subitems are linked to budget.

Click here for more information on bid management and bid package creation.