Bid Package Import Template

VIDEO | Bid Package Import Template

A convenient way to create bid packages is through import using the bid package import template. The bid package template includes the budget and milestone dates for tracking progress of the bid package and a division of responsibility. 

Milestones are set at the project level, as well as Division of responsibilities and email addresses. In this template, all columns which are required, and which are optional are indicated. This will enable you to upload completed bid packages.

You can also export existing bid packages, make changes and reimport the data to append any bid packages.

For more information about importing and exporting, see Imports and exports.

Import data

When using the Bid package import template, keep the following in mind:

  • All calculations are based on calendar days.
  • The template supports the date format defined in your user preferences. Contract validates the dates based on the person who imports the data. If the dates do not match the preferences of that person, Contract generates an error in the import history and removes the date.
  • The template imports with DOR on project settings.
  • Use email addresses for DOR user input.
     

Updating or Appending Existing Bid Packages

New bid packages can be added as new rows to existing data import or through new imports.

  • If a bid package ID is provided, that bid package is updated.  If the bid package ID is blank, the system will generate a new ID.
  • Only columns that have been added to the Bid package list are exported. Use the Column Chooser to update your payout and save before exporting.
  • WBS and Specifications are fully overwritten.  For example, if there were four WBS codes and you wanted to change only one WBS, you still must enter all four WBS codes in the layout. If there is only one WBS code on the template, the system erases all existing WBS’s and write this one only.
  • When milestones are completed, no updates to the preceding milestones are imported.
  • When a column is not in the import layout, existing data is not affected.
  • If there is a column with a blank value, Contract erases the existing data or resets to default data.