Managing Bid Groups in Contracting

In Ediphi, Admins or Project Owners can manage their Bid Packages by editing, deleting, or locking them. Editing allows you to update the label, modify the bid package details, and assign a Trade Estimator. Locking a Bid Package prevents any further edits by other users, including Admins, although it remains visible in read-only mode. Only Admins have the ability to lock or unlock Bid Packages. Deleting a Bid Package removes it entirely from the system. Refer to the steps below for detailed instructions on how to perform each of these actions.

In this article

• Edit Bid Package
• Delete Bid Package
• Lock a Single Bid Package
• Lock all Bid Packages

Edit Bid Package

1. In the left-side panel, click on Contracting.
2. Click the 3 dots (ellipses) to the right of the Bid Package you wish to edit.
3. Select Edit.
4. Add a Label and select a Bid Package. Selecting a Trade Estimator is optional.
5. Click Update.

Delete Bid Package

1. In the left-side panel, click on Contracting.
2. Click the 3 dots (ellipses) to the right of the Bid Package you wish to delete.
3. Select Delete.
4. Click Confirm (note this Bid Package will permanently be deleted).

Lock a Single Bid Package

1. In the left-side panel, click on Contracting.
2. Click the 3 dots (ellipses) to the right of the Bid Package you wish to lock.
3. Select Lock.
4. Click Confirm.

Lock all Bid Packages

1. In the left-side panel, click on Contracting.
2. In the top-right corner, select Settings.
3. Select Lock All Bid Groups.

If you have any questions, feel free to contact our support team and we'll be happy to help!