I need to split a multi-trade bid package for a published project. What should I do?

BuildingConnected allows general contractors to create bid packages to keep their projects organized. It is not possible to split a multi-trade bid package into individual trades. However, below is a workaround to divide out the trades:

1. Make a copy of the bid package that you wish to split.
2. Update the duplicate bid package’s details before it is published.
3. Edit the original bid package’s details. 

To make a copy of a bid package

Select the box next to the name of the appropriate bid package. From the options at the top, click on “Duplicate.”

Click on “Select existing project.”

Start typing the name of project and select it from the list.

Once the appropriate project is selected, click on “Duplicate.”

You will immediately see the duplicate bid package. As a best practice, we recommend that you message the bidders in the original bid package to let them know to expect a second invitation to bid. Taking this step will minimize confusion for the invited bidders.

Before publishing the duplicate, edit the duplicate bid package’s details

Click on the duplicate bid package. You will see “Not Published” next to the name of the duplicate bid package.

Add or remove bidders as needed so that only bidders of a single trade are included. Click on the “x” located to the left of the company name to remove them from the bid package. To add bidders, click on “+Add bidders.”

Next, edit the bid package details to reflect a single trade. Do this by clicking on the “Overview” tab.

From there, click on “Edit.”

Update the duplicate bid package’s details accordingly and click on “Save.” In the example below, the duplicate bid package is being updated from “Demolition & Electrical” to “Demolition.”

Once the duplicate bid package’s details have been updated, click on “Publish” to send out the invitations to bid.

Update the original bid package’s details

Finally, update the details in the “Overview” tab of the original bid package. In this case, the original bid package was updated from “Demolition & Electrical” to “Electrical.”

If bidders should be removed from the original bid package, please contact BuildingConnected Support to assist with the request. Please include the following details in your request to [e-mail]:

• The name of the project
• The name of the bid package
• The names of the companies that should be removed.

If you have any questions about splitting bid packages, please contact us at [e-mail]. We’re happy to help!