As a general contractor, you have access to the “Reports” tab on each project to print and download a variety of reports. For an overview of each report, please reference the article, “How general contractors can download and print project reports.”
With BC Pro, you also have the ability to download a “Proposal Summary Sheet.”
What is a “Proposal Summary Sheet?”
A “Proposal Summary Sheet” is a formatted report you can download directly to Excel which provides an overview of submitted proposals and the details within each one such as the proposal amount, the awarded bid, and apparent lows. Please note that the “Proposal Summary Sheet” is only available on a project by project basis.
The “Proposal Summary Sheet” is useful to help your company maintain accurate records and easily analyze all proposals submitted for a project.
To download the “Proposal Summary Sheet”
From your project, click the “Reports” tab.
Under “Proposal Summary Sheet” click “Download.”
Click on the download that appears on your browser. If you are using Google Chrome, which we recommend, your download will appear at the bottom of your screen.
Your “Proposal Summary Sheet” will open in Excel and will contain a pre-formatted breakdown of all proposals you received for your project. Each proposal is organized by bid package and appears in order of the awarded/apparent low, 2nd apparent low, and so forth.