This screen displays all upcoming bid dates, the bid board for the selected workgroup, and the current ranking guide.
Viewing the Bid Board
- Project- the name of the project
- Location- the location of the project
- Bid Date- the bid date for the project
- Status- the status of the project/ quote
- Quoter- the user assigned as the quoter for the project
Filtering the Bid Board
Use the "Select" section to filter the bid board by workgroup. To filter the bid board by user or set the bid board to display all bids for the company, use the Home Preferences tool. For more information, click here. Note: workgroups must be saved in OASIS to filter the bid board in this section.
The Ranking Guide
Use this section to categorize projects by opportunity. For more information on using the ranking guide, click here.