Difference between revisions of "Bid Close Form"
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| + | == '''Overview of the Form''' == | ||
This Form allows the user to tag certain lines in Div Worksheet pages and allows the user to edit them in real time without being on the same page | This Form allows the user to tag certain lines in Div Worksheet pages and allows the user to edit them in real time without being on the same page | ||
| + | [[File:BidCloseFormGIF.gif|center|alt=|thumb|600x600px]] | ||
| − | + | == '''Bid Recap Automation Feature''' == | |
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| − | '''Bid Recap Automation Feature''' | ||
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The Bid Recap Automation feature is a powerful tool designed to streamline the process of creating and managing bid recaps in Excel. This feature creates and updates a set of Excel workbooks (referred to as "slave books") based on a main Excel workbook (the "master book"). The feature includes bid recap tiles and data updates in real-time across the network. | The Bid Recap Automation feature is a powerful tool designed to streamline the process of creating and managing bid recaps in Excel. This feature creates and updates a set of Excel workbooks (referred to as "slave books") based on a main Excel workbook (the "master book"). The feature includes bid recap tiles and data updates in real-time across the network. | ||
| − | == Feature Overview == | + | === Feature Overview === |
'''Master Book''': This is the main Excel workbook that controls all the slave books. Changes made in this workbook are reflected in the slave books. | '''Master Book''': This is the main Excel workbook that controls all the slave books. Changes made in this workbook are reflected in the slave books. | ||
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'''Bid Recap Tiles''': These tiles display key information about each bid. Clicking on a tile updates the details pane with more specific information about the selected bid. | '''Bid Recap Tiles''': These tiles display key information about each bid. Clicking on a tile updates the details pane with more specific information about the selected bid. | ||
'''Real-time Updates''': The bid recap data is updated in real-time across the network, ensuring all users have the most current and accurate information. | '''Real-time Updates''': The bid recap data is updated in real-time across the network, ensuring all users have the most current and accurate information. | ||
| − | == How It Works == | + | === How It Works === |
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| + | ==== Generating Slave Books ==== | ||
| + | The process begins by generating an MD5 hash based on the book name, date, and user. If the "BidRecapBookKey" does not exist in the active workbook's custom properties, a new one is created. The hash, together with the book key, is used to uniquely identify each slave book. The slavebook will only be generated for the lines selected for Bid Close. | ||
| + | [[File:Est2 BidClose Generate BidCloseBook.gif|center|frame|Generate Bid Close Workbook]] | ||
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| + | The Comments under the selected bid close line will also be exported to the bid close sheet. | ||
| + | [[File:Est2 BidClose ReviewtheBidCloseBook.gif|center|frame|Review the Bid Close Workbook]] | ||
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| − | === | + | ==== Using the Bid Close Workbook. ==== |
| − | + | There are 2 functions on this workbook, both are in the right click menu. | |
| − | + | # Pushing Data: this pushes the selected data with company info to the Masterbook screen. The person in charge of the bid closing will be able to decide either accept or reject this number. | |
| − | + | # Use BookMark, this will call out a list of all closing sheet, you can then quickly go to any other sheet (scope) to close bids. | |
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| − | + | [[File:Est2 BidClose HowtoUseBidCloseBook.gif|center|frame|Est2_BidClose_HowtoUseBidCloseBook]] | |
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| − | + | ==== On the Master Workbook ==== | |
| − | === | + | The person in charge on the master book will have the option to accept or reject the data sent from Slave book. |
| − | + | [[File:Est2 BidClose MasterBook AcceptingData.gif|alt=Est2_BidClose_MasterBook AcceptingData|center|frame|Est2_BidClose_MasterBook AcceptingData]] | |
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| − | + | === Conclusion === | |
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| − | == Conclusion == | ||
The Bid Recap Automation feature simplifies the management of bid recaps by automatically creating and updating slave books based on a master book. With real-time data updates and easy-to-view bid recap tiles, this feature is a significant productivity booster for managing bids. | The Bid Recap Automation feature simplifies the management of bid recaps by automatically creating and updating slave books based on a master book. With real-time data updates and easy-to-view bid recap tiles, this feature is a significant productivity booster for managing bids. | ||
Latest revision as of 21:20, 1 August 2023
Overview of the Form
This Form allows the user to tag certain lines in Div Worksheet pages and allows the user to edit them in real time without being on the same page
Bid Recap Automation Feature
The Bid Recap Automation feature is a powerful tool designed to streamline the process of creating and managing bid recaps in Excel. This feature creates and updates a set of Excel workbooks (referred to as "slave books") based on a main Excel workbook (the "master book"). The feature includes bid recap tiles and data updates in real-time across the network.
Feature Overview
Master Book: This is the main Excel workbook that controls all the slave books. Changes made in this workbook are reflected in the slave books. Slave Books: These are the Excel workbooks generated from the master book. They are automatically updated when changes are made in the master book. Bid Recap Tiles: These tiles display key information about each bid. Clicking on a tile updates the details pane with more specific information about the selected bid. Real-time Updates: The bid recap data is updated in real-time across the network, ensuring all users have the most current and accurate information.
How It Works
Generating Slave Books
The process begins by generating an MD5 hash based on the book name, date, and user. If the "BidRecapBookKey" does not exist in the active workbook's custom properties, a new one is created. The hash, together with the book key, is used to uniquely identify each slave book. The slavebook will only be generated for the lines selected for Bid Close.
The Comments under the selected bid close line will also be exported to the bid close sheet.
Using the Bid Close Workbook.
There are 2 functions on this workbook, both are in the right click menu.
- Pushing Data: this pushes the selected data with company info to the Masterbook screen. The person in charge of the bid closing will be able to decide either accept or reject this number.
- Use BookMark, this will call out a list of all closing sheet, you can then quickly go to any other sheet (scope) to close bids.
On the Master Workbook
The person in charge on the master book will have the option to accept or reject the data sent from Slave book.
Conclusion
The Bid Recap Automation feature simplifies the management of bid recaps by automatically creating and updating slave books based on a master book. With real-time data updates and easy-to-view bid recap tiles, this feature is a significant productivity booster for managing bids.