To create a new project:

1. On the Left Nav Bar of the BidConnect tab, click the Add New link under Projects. The New Project Wizard page opens.

2. Fill in the Detail Information for the new project. Required fields have a red asterisk * next to them.

3. If you want use this project as a template for future projects, click the Copy to Template button.

1. A new window will be opened with a text box for entering the name of the template will appear.

2. Click the Update & Close button to create the template

3. Click the Cancel button to cancel the process of creating a copy of the project as a template.

4. If you convert the project into a template, (TEMPLATE) appears next to the Project Status.

5. Whether the project is a template or not, you still need to continue setting it up. Click the Next> button in the top left of the page. The New Project Wizard - Project Documents page opens.

The New Project Wizard takes you through the following steps to create a new project:

• Step 1 - Detail Information

• Step 2 - General Documents

• Step 3 - Plans

• Step 4 - Cost Codes

• Step 5 - Options

• Step 6 - Trade Documents

• Step 7 - Subcontractors

• Step 8 - Take-off Items

• Step 9 - Architects

Project Detail Fields

• Project Name - The project name that appears in the project lists and project filters in both BuildPro and SupplyPro. Required field.

• Project Status - The project status controls what actions may be performed and whether the project is visible to bidders.

• Copy to Template - Clicking on the Copy to Template button in the Project Detail section of the page will copy the selected project to a template to be used for future bidding projects.

  This button only appears for projects that have a status of "Pending" or "In Setup".

• Admin Contact - This input box contains the primary contact for the project. It is used for email messages and is one of the fields displayed in SupplyPro for bidders. This is the name of the person that should be contacted by bidders for any questions related to the project. Required field.

• Email - The mail address entered in this text box should be the email address for the primary contact for the project. It will be used as the default ”From” email address on messages sent via BidConnect. Required field.

• Location - This field provides a short description of where the project is located. Free-form text box. Optional field.

• City, State, Zip - These 3 fields provide space to enter the city, state (from a drop down list) and zip code. City and State are required fields.

• Parcel - The Bid Manager may enter information about the parcel for the project. This is generally the legal description for the parcel of land where the project is located. This is not a required field and may be left blank. If it is not blank, it will be displayed on the Project Detail page in SupplyPro.

• Permit - If permits have been obtained for the project, they may be recorded in this input box. This is not a required field and may be left blank. If it is not blank, it will be displayed on the Project Detail page in SupplyPro.

• # of Plans - It is updated after the user goes through the Plans step in the Add New Project Wizard. This field is also displayed on the Project Detail page in SupplyPro.

• Bids Due - This input box is used to enter the date that bids are due from the bidders. Required field. If it is left blank or the date entered is not a valid date, an error message will be displayed when the user clicks the ”Update” button. Enter date manually (mm/dd/yy) or by using the date picker.

• Bids Awarded - This input box is used to enter the date that bids will be awarded. Optional field.

• Comments - This text input box provides a place for the user to enter a more complete description of the project or any other information that they would like to pass on to the bidders. Optional field. The contents of this field are displayed on the Project Detail page in SupplyPro for all bidders.