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Bidder Lists - Plan Rooms

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Message 1 of 4
Anonymous
630 Views, 3 Replies

Bidder Lists - Plan Rooms

I've been trying to figure out how to create a report for plan holders that includes the following: Plan Rooms, Consultants and Owner Information but have had absolutely no luck. There doesn't appear to be any place to add Plan Room information or create a report including Owner, Architect and Consultant information. Any ideas/suggestions? Does anyone else provide this information to bidders and plan rooms? I could add them to the project team, but would rather have them listed in the Bid Management section somehow. Thanks in advance!
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Message 2 of 4
jeffmarsh
in reply to: Anonymous

Have you tried adding "Custom Fields" in the specific module? I believe when you create a custom field you can then add those custom fields to the standard reports?? Not sure but worth a shot.

If not... then we have to wait till we can create custom reports for the Bid Managment modules. PLEASE, PLEASE put in a feedback (Suggestion) in CW. The more feedbacks we get on the subject, the more likely it will be rolled out. .. By the way while your doing a feedback on that, make sure to request that we get the ability to mask / label in the Bid Management modules.
Jeff Marsh
Technical Product Manager, Construction Business Line
AEC Solutions Group

Autodesk, Inc.
Message 3 of 4
larryadams
in reply to: Anonymous

Could you make up a CSI Bid Code(s) which you assign to Plan Rooms, Consultants, Owners, etc. and then link them to a Bid Package that you create just for tracking purposes?
Message 4 of 4
Anonymous
in reply to: Anonymous

That sounds like a good idea, I will give that a shot when I get a chance and let you know how it worked out. Thanks for the advice!

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