Exporting Estimate Bid Packages to Contracting

Note: This feature is only accessible by project Owners and/or account Admins.

Here’s how to export an Estimate into the Contracting section of your project in Ediphi:

While in your Project Overview page, under the Estimates tab, click on the ellipses icon of the active estimate you want to export, then click on Contracting Export. If you haven’t set your estimate as active yet, you can do so from that same menu by selecting "Set as Active".

Go to the Contracting tab in that project, and you’ll see the newly created bid packages.

Contracting Helpful Tips

The Contracting Export is a one-way sync from the Estimates module to Contracting. Currently, you cannot push data from Contracting to the Estimates module.
You have the ability to manually create Bid Packages in Contracting via the Add Bid Package button.
To lock all of the Bid Packages/Groups, click on Settings, then select Lock All Bid Groups.
To lock specific Bid Packages/Groups, click on the ellipses on the Bid Group, then select Lock.

Note: Unlock Bid Packages/Groups by following the above steps again.

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