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Please refrain from filling out the "Bid Submitted" field unless you are dealing with an actual bid and have officially submitted it. Your bid amount should only be recorded as the final bid amount after the bid submission process. This practice ensures your data accurately reflects your bid history and aligns with your project management requirements.
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Filling out this portion section of the form will put place the project on the Bid / Competitor Tracking on panel in the Today pop-out panel from the right side of the e-manage|ONE main window. See here for additional detailsFurther details can be found here.
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After you have created creating the initial Bid information, the next you will want step is to add your competitors. If this is a bid, you can add competitors when you first know which identify the companies you are competing with, then after against. After the bid is awarded, fill out the Bid Amount for each competitor and if . If one of your competitors has wins the winning bid, check mark the Winning bid checkbox for the that competitor. If it's not a bid, simply choose select the competitor and save , and after you know who won the information. After determining the project's winner, check the winning bid on either the left side of the window (if you won) or the winning bid for the competitor on the right side (they if the competitor won).
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Whether or not you are working on an actual a formal bid or just tracking your competition you must , it's essential to fill out the awarded date and check the Winning bid checkbox on either your side or click on a competitor that won the project and click the winning bid on their side. With by clicking on the winning competitor's side. In public bids, the bid amounts are published public data regardless of who wonthe winner. This is provides a great way to get to know valuable opportunity to gain insights into your competition in a way that you cannot keep in your headthat might be challenging to track mentally.
You can change adjust the Compile Info drop down dropdown list box to view data from different time periods of time to see if assess whether you are getting closer to gaining ground on your competition ( or winning more projects against them ) over time.
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You Additionally, you can also track this information directly in the Current Opportunities grid in the Today Panel to ensure nothing falls through the cracks. Most fields can even be made editable to adjust information edited directly in the grid, offering a convenient way to adjust information as needed.
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