Bidding Messaging List - View Settings - Company Columns
Updated
Suggested Prior Reading
Bidding Messaging List - Turn on or off columns to display
Company Columns
The following are the available Columns to display for Company rows.
Company Rows display in the hierarchy of the Trades by Company view and in the Companies View.
The Company columns that display can be set specific to each view.
The following are standard columns that are applicable for Views with the Company Rows. It also outlines the type of information and contains a link to where more detail on that column can be found.
Types of information are:
Bidding Process Specific - the column is specific to this project and bidding process
Calculated - the information is calculated automatically
Company Level Information - this information is entered at the Company level and specific to a Company.
Contact Level Information - this information is entered for each individual Contact in the Company.
Column | Views: Trades by Company Companies | Type of Information & Link to more information |
Info | x | This shows a checkbox if there is a prequalification for this Company. Company Level Information - See Company Details |
Company | x | The name of the Company. Company Level Information - See Company Details |
Union Status | x | The Company's Union Status. Company Level Information - See Company Details |
Labor Sector | x | The Company's Labor Sector. Company Level Information - See Company Details |
Certification | x | The Company's Certifications. Company Level Information - See Company Details |
Trades | x | This column shows all the trades for all the Contacts added as Bidding Participants for this Company. See Bidding Messaging List – Row Types - Companies for more information on different view. Note* if the View is set to Companies (see Bidding Messaging List - View) and a Trade Filter is set (see Trades Filter) and the Company Row is expanded out, it will show all Contacts regardless of the Trade assigned. This is for informational purposes, to enable users to see all Contacts and not just the Contacts with that Trade. This is specific to the Companies View only. Any other Views only display the contacts that match the Trades filter. The Trades are automatically set at the Company level - See Company Details however the information comes from what Trades are entered and maintained for each Contact. (Contact Level Information - See View/Add/Edit Contacts (and Companies) - Trades). |
Status | x | The status that is farthest along in the process for this Company is displayed. See Bidding Messaging List – Row Types - Companies for more information. Bidding Process Specific - Company Level Information. See Bidding - Managing - Bid Response - Status and Bid Amounts for more details. |
Bid Total | x | This is calculated automatically by adding up all the Bid Amounts entered for each Contact in the Company. See Bidding Messaging List – Row Types - Companies for more information. Bidding Process Specific - Company Level Information. See Bidding - Managing - Bid Response - Status and Bid Amounts for more details. |
Comments | x | Company Comments. See Bidding Messaging List – Row Types - Companies for more information. Bidding Process Specific - Company Level Information. |
Grade | x | The averaged Grade for the Company for all projects and bidding processes that the Company has been added to and have been rated. Bidding Process Specific but averaged at the Company level. This also contains functionality to view and set the Grade for this specific Bidding process. See Bidding Messaging List - Company Grades for more information. |
Contacts | x | The number of Company Contacts that have been added to this Bidding Messaging List. See Bidding Messaging List – Row Types - Companies for more information. Bidding Process Specific - Calculated The number of Company Contacts that have been added to this Bidding Messaging List. The Contacts can be viewed by expanding out the Company Row. See Bidding Messaging List – Groups - Expanding and Collapsing. and Bidding Messaging List – Row Types - Contacts. |
Custom Company Fields | x | Any Custom Fields that have been setup for Companies. Company Level Information - See Additional Company Details for more information. |
