How to view and edit opportunity details from your calendar (Bid Board Pro)

Your subscription to Bid Board Pro grants you access to BuildingConnected’s calendar. This tool not only helps you stay organized, it also allows you to view and edit opportunity details without having to go back to your Bid Board. Additionally, you can view and edit opportunity groups direct from your calendar.


To view and edit opportunity details from your calendar

Start from your calendar page and find the opportunity you wish to view. Click on the entry in your calendar.

You’ll be able to view the details for the details for the opportunity you selected.

If you'd like to edit this opportunity, you can do so right here without needing to leave the page. To do so, simply click on the pencil icon next to the field you would like to edit.

Make the desired changes to the opportunity.

The change will be made immediately.

The change will be immediately reflected in the “Overview” tab of the opportunity.

You can also accept or decline bids directly from your calendar. To do this, click on the opportunity you want to accept or decline and click on either the green (Accept) or red (Decline) button next to the project name.

Note: The options to accept or decline bids from you calendar only appear for bids that are “Undecided.”

How to view and edit opportunity groups from your calendar

Opportunity groups appear as a single entry in your calendar. Click on the group to view and edit the group’s details.

In the group details window, you will see the individual opportunities listed under “Grouped events.” From this view, only the group’s details can be edited by following the steps above.

For instructions on how to manage individual opportunities within a group, please reference: Opportunity Groups articles.

If you have any questions about viewing or editing opportunities from your calendar, please contact us at [e-mail] . We’re happy to help!