As a subcontractor with Bid Board Pro and BC Pro, you can easily manage information flowing to and from a project you have created from an opportunity.
Please reference, “How to create a project from an opportunity (Bid Board Pro and BC Pro)” for how to create linked projects between your BC Pro and Bid Board Pro products.
Managing your linked projects in Bid Board
Manage linked projects from the “Overview” tab
Within an opportunity, you can see a snapshot of information in the “Project” card.
Quickly see if any of your subcontractors have sent a message or submitted a proposal. There are also statistics for each bid package. Click into any message or proposal to see it in your linked project.
Manage linked projects from the “Files” tab
The “Publish to project” column allows you to easily track which files have not been added to your linked project. You can ensure that your own subcontractors have the most up-to-date files to provide their proposals.
Click on “Publish folder” or “Publish file” to add them to your linked project for your vendors.
To navigate to the project in the Opportunity on Bid Board
Click on the drop-down arrow at the top right and click on “View linked Project”.
Managing your linked projects in "Projects"
At the top right of the project, a red dot will appear when there are new notifications on your opportunity from the client.
Click on “Client”. A drop-down menu will appear where you can see updates from the client.
If the client has sent new messages or uploaded new files, you can see those updates right in this card and similarly, click them to see the messages in your Bid Board or download the files right from this page.
If you would like to add the new files to your project from here and pass them on to your own vendors, click on “Add to project files” at the right of the new files section.
You will see a notification that the files have been added. Your vendors will not receive an automatic notification so an option will appear where you can click on “Send a message to your vendors”. This will open a draft message on your page so that you can notify your vendors.
To navigate between to the opportunity from "Projects"
There are two options:
- Click on the drop-down arrow at the top right and click on “View linked Opportunity”.
- Click on Client and click on "View linked opportunity".
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