To add/edit a Change Order or modify the Base Bid's takeoff or estimate, the Project Manager must return the Project to Takeoff Mode first and then unlock it.
The Project Manager must have Quick Bid installed and licensed, with the appropriate database open, before unlocking a project because unlocking a project unlocks the Quick Bid side as well as the takeoff side. If the Quick Bid side of the Project is not accessible, interactive connection will break.
Unlocking a Bid
From the Takeoff Tab:
- Click the Takeoff button
located at the bottom of the Labor Cost Codes list, this returns the Project to Takeoff Mode
The Project is still 'locked' by DPC at this point. Foreman can switch to/from Takeoff Mode anytime they like to view the actual takeoff, including Bid Area assignments, that doesn’t unlock the Project. Only the Project Manager, with a takeoff license can unlock the Project for editing.
Now that the project is back in Takeoff Mode, there is a Padlock next to the DPC Button in the Conditions Window.
- Click the Padlock button to unlock the bid - this allows the Project Manager to make changes to the job in On Screen Takeoff and Quick Bid (Foremen cannot unlock a Bid, they have no ability to edit takeoff or pricing).
Make sure you are working in the "BUDGET" copy of the Project (OST and Quick Bid) - not the original/archive copy or a duplicate.
The Project must remain in Interactive Mode at all times - make sure Quick Bid is open and licensed before unlocking a Project.
Special Restrictions
- Never change the name of any Labor Cost Codes in Quick Bid after a Project is flipped into DPC mode.
- If you remove a Cost Code that existed when the Project was flipped to DPC Mode previously, that LCC remains in DPC. There should be no changes made to existing LCCs when you "flip" a Project out of DPC Mode (using additional LCCs and even changing the production for LCCs is acceptable, renaming or removing is not).
- Do not change the name of any existing Change Orders while the Project is unlocked.
- Never use special characters in Change Order names or use names longer than 25 characters.
All necessary adjustments (Change Orders) to takeoff, pricing, etc. are done while the Project is Unlocked. Once you are done adding and pricing Change Orders, you will return the Project to DPC Mode (you must do this is in a specific way, covered in the next article). Once the Project is back in DPC Mode, you send an updated DPC Bid Package out to the field (to all foremen). Before you generate the new DPC Bid Package, double-check with all Foremen that they've sent in all changes and that you (Project Manager) have received those changes and imported them. You won't be able to import any DPC Change Files created prior to your sending out the updated DPC Bid Package. Also, be sure to note the new, updated Est. Hours on the Budget Tab to reference in your outgoing Project Express subject line.
 Project Manager - Handling Change Orders | Returning Bid (and Change Orders) to DPC Mode  |
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