Bid Close Form

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.

Generate Bid Close Workbook

The Comments under the selected bid close line will also be exported to the bid close sheet.

Review the Bid Close Workbook

Using the Bid Close Workbook.

There are 2 functions on this workbook, both are in the right click menu.

1. 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.
2. 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.

Est2_BidClose_HowtoUseBidCloseBook

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.

Est2_BidClose_MasterBook AcceptingData

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.