How do I create reusable bid resources and update their prices?

  1. Open Bid resources, select a category and create a resource with its description, unit/rate and known price evidence. Labour can use a generic role/trade; equipment can also be bid-specific.
  2. To revise prices, enter Revised unit price. A blank revised price keeps the current rate. Expand Prices and uses to inspect different saved prices.
  3. Choose the scope: all linked uses, selected uses or future uses only. Enter a reason, then Review changes → Apply changes.

Matching descriptions do not link independent costs automatically. Each use keeps its quantity and saved rate unless included in the update. Bid resources do not change company employee or equipment rates.

Next: Review and lock resources.

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