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You can use Job Statuses to "lock" Bids - making them "read only" for all users.

In the screen shot below, "Template" is set to "Lock Bid" so any Bid set to the Job Status "Template" would be read-only.

Quick Bid Master Job Statuses dialog box

If you can't edit a Projects, this is the first thing you should check).

To set a Job Status as locked,

  • Open the Job Statuses list (Master > Job Statuses).
  • Check the "Lock Bid" checkbox for the Job Status to set as 'locked'.

This affects all Projects in the database set to this Job Status.

To unlock a Projects, just change its Job Status to an unlocked one or remove the checkmark for the Locked Job Status.

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