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In the previous chapter we talked about creating a Project and explained that when you create a new Project the program creates your first "Base Bid" automatically and then you are prompted to add an initial Plan Set. You must activate at least one Plan Set in every Bid to build that Bid's Current Set of Pages.


When you add a Bid to an existing Project - even though you may have added one or more Plan Sets to the Project already - by default none of those Plan Sets are "Active" in the new Bid.


Shared Sets


When working in a Project with multiple Bids when you add a Plan Set to one Bid it is available to all bids in the project (because all bids share a common set of project plans) but the new Plan Set is only active in the Bid in which it was added. You can go back and activate it in other Bids if necessary.



We start by looking at the Plan Organizer for the existing (first) Base Bid.


Plan Organizer showing three active Plan Sets

We can see that there are three plan sets each is Active and adds something to the Current Set.


Now when we create a new bid within this project we can see all three of those Plan Sets are available however the check boxes next to the Plan Set Name are all unchecked this means that there are no active Plan Sets and we have an empty Current Set.


At this point you can open this bid and setup Conditions and Layers but because there are no Pages created you cannot draw any takeoff or annotation.



Plan Organizer showing no active Plan Sets

So we are going to click the check box for "Rev2" to activate it. (You will have to click Edit Bid Information first.)


Plan Organizer showing one active Plan Sets

This immediate creates Pages for each plan that exists in the activated Plan Set. Notice there are no Pages for A1.20 or A2.22 because those plans do not exist in the "Rev2" Plan Set.


For each Page in the Current Set you can see which Plan Set is being used. If there is no Plan Set name listed in the Current Set column no Page is created for that Plan in this bid.


You may ask "Why not just activate all the Plan Sets automatically?"


Well as a project progresses and you add more and more Plan Sets it is very likely that you would not need to see all the Pages created by every Plan Set. This way if you are created your 10th or 100th bid in the project and upload a Plan Set specifically for this bid that contains only a plan or two you do not have scroll through hundreds of Pages on the Takeoff Tab to find what you need.


Look at the Page Navigator for the bid we are referencing above. The list of Pages is shorter and easier to navigate because we activated only the Plan Set we needed in this bid.


Takeoff Tab Sheet Navigator showing list of available Sheets

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