Prerequisite(s): The exported spreadsheet’s format must be exactly the same as it was when it was exported in order to successfully import your bid back into CapEx Manager. 

 

Note: Only base line items (these are line items that are designated as Work-Related) will be imported. Imported Unit Prices (or Labor and Material Prices) for line items will automatically overwrite any Unit Prices (or Labor and Material Prices) that were previously entered manually for these same line items in the system.

 

1.   From your homepage, click the Contract Name link in the Contract Name column of the Contract List.

2.   Hover your mouse over the Procurement Opportunity link on the menu bar.

3.   Click the Manage Bid sub-link from the menu bar.

4.   Click the Browse... button under the Import Your Bid section (see Screen Shot).

5.   In the ‘Choose File’ popup window, locate your bid spreadsheet on your computer and click the Open button.

6.   Click the Import Bid button.

 

Note: If the import is successful, a confirmation message will be displayed. If the import fails, an error message will be displayed. Click on the  link to refer to the spreadsheet formatting rules for import.