With Bid Board Pro, you can filter your bids to more easily find certain opportunities.
If you do not have Bid Board Pro, you will notice an option to “View them all” in the top right corner. This means you are only able to view bids you were directly invited to or are following. If you are interested in learning more about upgrading to Bid Board Pro in order to see all your bids, please click here to reach out to our sales team.
How to filter bids on your Bid Board
If you have Bid Board Pro, you can filter bids on your Bid Board by clicking on the "Filter" on the right-hand side of the screen.
This will bring up a drop-down menu where you can use the quick filters or filter for various criteria like client company and tags. Select the corresponding box to choose from the available options or you can also search by typing. You can select one or multiple options for each field. Click "Apply" when ready.
Please note the following:
- If you are unable to select "All opportunities" in the Quick Filters, this means that your company has settings in place which do not allow everyone to see all the opportunities if you have not been invited or added to it. Please contact your internal admin to change these settings as needed.
- For the "Owning Office" field, you can only select and filter for the offices that you are part of and that also have Bid Board Pro. If any offices you are a part do not have Bid Board Pro, they will be grayed out and cannot be selected.
The selected filters will be noted at the top and you can click to "Reset filters". The filters will only remain active as long as you are logged into BuildingConnected during this session. If you log out or are asked to log in again upon return, the filters will reset.