The Bid Board Tile will display on the O4 Home Page. The tile displays complex information in a compact manner for quick and easy readability. The tile will show the total number of bids in the bid board, the total sell value, and the total earnings.
Users may click on the tile to view each bid with the columns set up in the tile's configuration in either the Cards View or Table View.
The Cards View
The Cards View displays each bid in the tile as a card. Each card will show the project rank's color on the left border of the card by default. Users may click on a card to open the project in O4.
Sorting the Cards View
Users may sort the cards alphabetically or in ascending order.
1. Select Sort.
2. Select a sort criteria:
Configuring the Refresh Time
Users may reconfigure the tile's refresh time.
1. Select Tools.
2. Select Enable Auto Update.
3. Set the fields to the values desired.
- Refresh Rate- how often the tile updates (minutes)
- Tiles on Page- the number of cards to display on the page
4. Select .
The Table View
The Table View displays the bids in a table format. Users can click on the bids to open the project in O4.
Users may click the to open Quoter or Sales Account to see the bids grouped by quoter and sales account, respectively. Each grouping displays the total sell and total earnings by default.