How do I apply late bid-day changes to the items left open on the owner form?

Open Bid day, choose a saved Final and Start bid day. Mark the few owner-form items left open; amounts already entered on other lines stay fixed.

Enter the late resource price or cost adjustment with its source/reason. Choose whether the selling effect follows cost, is absorbed, or is an explicit amount. Allocate that selling change equally, proportionally or manually to open items. Check the price effect, then Apply change once; saving and the change log happen together.

Save the displayed quotation as Preliminary, Revised or Final, then Print / Save PDF. Reprinting requires no reapproval. The original Final and earlier outputs remain unchanged. Reverse creates a logged correction; Retry same save recovers an interrupted request without duplicating it.

For major changes, edit the successor estimate and save a new Final. Before adding changes/output to its new bid-day session, choose Continue changes from an earlier Final. Classify each old change as already included, superseded or an adjustment to carry. Included/superseded changes add nothing; allocate carried cost/selling amounts explicitly. This carries amounts only, not old quantities, rates or productivity.

Back to Estimating