BidConnect

Master Mgmt - Trade Documents

This page allows the user to upload a master set of trade documents. When a new project is set up, the master list of trade documents will be available to the project manager. They may then modify the Trade Document list for the specific project. At that time they may add trade documents for that project. Trade documents added specifically for a project will not be part of the "master file" for future projects but will be included if a project is copied.

When the user first comes to this page, they will be given a list of the trade documents that already exist in the master file of Trade Documents. All trade documents must be assigned to at least one cost code. The list of Trade Documents is sorted by Cost Code.

 

To manage master trade documents:

  1. Click the BidConnect tab. The Projects page opens, showing the Master Mgmt links on the Left Nav Bar.

  2. Click the Trade Documents link on the Left Nav Bar under Master Mgmt. The Master Trade Documents page opens.

  3. To remove trade documents from the master list of trade documents, click the Remove check box next to each trade document you want to remove.

  4. Click the Update button in the top right of the page. The selected trade documents will be removed from the master list.

 

The removed trade documents will no longer be available to include in future projects. Any projects that had the removed documents in the Included Documents list will retain the documents.

 

To upload trade documents:

  1. On the Master Trade Documents page, click the Upload New Documents button in the top left of the page. The Upload pop-up window opens.

  2. Click the Add Files button. The Add File dialog box opens. Depending on your internet settings, you may need to click this button twice. Once to activate the button and again to open the Add File dialog box.

  3. Locate the file you want to upload. Click on the file to select it. You can add multiple files by holding down the Ctrl button while selecting the files.

  4. Click the Add button on the dialog box. The file name for each file you selected appears on the Upload pop-up window.

  5. To remove a file from the Upload pop-up window, click once on the File Name, and click the Remove Files button. The file name disappears from the pop-up window. You can remove multiple files by holding down the Ctrl button while selecting the files.

  6. Click the Upload button at the bottom of the pop-up window to upload all the files listed in the pop-up window. When the upload is complete, you will see a pop-up window that says, ”r;Transfer Completed.” The estimated time it will take to upload all the files is listed above the Upload button.

  7. Click OK on the Transfer Completed pop-up window. The Upload Master Trade Documents - Step 2 pop-up window opens, listing all of the files that were uploaded.

  8. For each file, enter a Description/Name and Version Number, which will appear on the Master Trade Documents page.

  9. Click the Update and Close button to complete the upload. The newly uploaded documents will appear on the Master Trade Documents page.

 

 

Master Trade Document Columns