Charter Bid Meeting

Folder

Bid Name Filter Bid Name Sort Bid Date Range to Bid Date Sort Projected Start Range to Projected Start Sort Estimator Sort

Add Bid

Add all spreadsheet columns here. The bid will appear under the section selected in “Bid Section.”

Bid Name Bid Section Folder Estimator

Use commas to assign multiple estimators. After a comma, click another name below.

Status Drawing Set Type of Project

Bid Date Projected Start Date Location

General Contractor Contact Name Engineer

Architect Job Notes

Custom Heading Values

Add Estimator

Names in this tab become the choices in the Estimator dropdown on the bid form. Use Edit to change the name, initials, profile icon color, or remove a profile.

Estimator List

Use Edit to change a name or open its remove option.

Add / Edit Section

Add new sections or edit/remove any of the existing section titles from your bid board.

Current Sections

Use Edit to rename, recolor, or remove any section.

Add Folder

Folders hold a full set of bid information by section. For example, the default 2026 folder contains the current bid board information.

Current Folders

Use Edit to rename, recolor, or remove folders. Click a folder pill on the bid board to view that folder.

Add Heading

Edit any board heading from Estimator through the last heading, or add new headings. Added headings appear as columns on the bid board, fields on the bid form, and columns in Excel.

Current Headings

Use Edit to rename or remove any active board heading. This includes Estimator, Status, Drawing Set, Bid Date, Projected Start Date, Location, and any headings you add.