The bid packages overview tab allows you to see the information added when the bid package was created, in addition to viewing and adjusting more project specific data. You can open a bid package's overview by clicking the bid package ID or description from the bid package register page. On the overview tab, you have a header summarizing the bid package, and below you have several information groups for adding more information. In the overview header at the top left of the screen, is the breadcrumbs.
These boxes display bid package ID and description. You can click bid packages to return to the bid package register page. Below the breadcrumbs is the bid package status. This displays the bid package status until you add milestones to your bid package.
Once added, the status displays the milestone you're currently working to complete. See lesson 4.4 on how to use the milestones tab. The original base value is the amount from the estimate you entered when creating the bid package.
The total estimate value sums up the original base value contingency and estimate escalation and estimate, un-awarded adjustment and owner change amounts in the bid package. Below the original base value and total estimate, you have the bid package tabs. Currently you're in the overview tab. The other tabs are for milestones and supporting documents.
If you click the convert to contract button on the right side of the page, this opens and pre-populates the add contract dialogue box. More information regarding adding contracts can be found in course five. Lastly, you have the cancel and save buttons. The cancel button closes your bid package and returns you to the bid package register.
The save button saves changes you make to your bid package. Below the bid package overview header are the different tabs you can use to add more information pertaining to your bid package. The first of these tabs is the overview tab. In the overview tab, you have seven information groups.
The bid package details group contains specific attributes that describe and uniquely identify your bid package. Say you want to add an awarded vendor from the overview tab of the bid package you want to update, go to the bid package details information group and click the add awarded vendor icon. The add awarded vendor window opens. You can select a vendor here.
Type Merrill Iron and Steel into the search box on the top right. Once Merrill Iron and Steel shows up, click the radio button in the left most column. After doing so, click the select button. In the lower right you have now added the awarded vendor to your bid package.
Additionally, in the bid package details Information group, you may add account codes to the bid package. Do this by selecting the add account code icon. Type in account code in the search box to find your account code. Click the radio button in the left-most column, and after doing so, click the add button in the lower right.
You've now added an account code to your bid package. The budget information group contains the total estimated cost of the scope of work you intend to put under contract. In the information group for external purchase agreements, you can reference standard purchase agreements that are managed outside of Project Suite so you can track them in your budget. The Specifications Information group is where you add technical information related to the scope of the work.
This is primarily for specification sections related to the bid package. Click the add specification icon in the text box. Type AZ 22 5 53 dash 8 9 76. After you've done this, go to the top of the overview tab and click the save icon.
You've now tied a specification section to the bid package In the WBS or work Breakdown Structure Information group, you can tie a specific element from the scope of work to the bid package. type 1 0 74 in the WBS code field. A slide out panel appears with 1 0 74 erect steel heavy as an option. Select this to populate the register.
Once in the register, click the add icon to commit the information. Note that your current budget and current estimate values come directly from control when populating the register. You've now associated your WBS code to your bid package. On the bottom right of the screen, you find the reporting switch.
Toggle to no to exclude your bid package from primary reporting. Lastly, you have the Division of Responsibilities Information Group. This contains bid package responsibilities available within your organization. Under Responsible Engineer, select Bhavna Gupta.
As the contract manager, select Paul Bennion. For your purchasing manager, select Susan Cappelloni and Bridget Quintero as your purchasing agent. Once you've filled in all fields, go to the top of the overview tab and click save.
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