Converting a Bid to a Project

This feature allows the system user to convert a bid whose status is “Awarded” into an actual project, to start working on it directly.

Before You Begin

• You must have the “Add Projects” permission to be able to convert a bid to a project.
• The bid must be in “Awarded” status and not already converted into a project. This status is only reached automatically once the quotation linked to the bid is approved — and only then does the “Convert to Project” button appear.

Steps to Convert the Bid to a Project

1. From the sidebar menu, click on “Construction,” then go to “Bids.”
2. Click the “View” button for any bid whose status is “Awarded” and not yet converted into a project.
3. Click the main action button “Convert to Project” at the top of the screen.
4. You’re automatically redirected to a new project creation form, with the bid automatically pre-selected in the “Bid” field.
5. Fill in the rest of the required form data.
6. Click the “Save” button.
7. You’re automatically redirected to the view screen of the newly created project.
8. Review the bid details, cost sheet, and quotation (all available within the project view screen).

How the System Works

• The same client and bid are automatically set on the project and cannot be edited.
• The bid’s information appears under the “Bid Details” tab in the project view screen.
• Cost sheets linked to the bid appear under the “Cost Sheets” tab in the project view screen.
• Quotations linked to the bid appear under the “Quotations” tab in the project view screen.
• The “Linked to Cost Sheet” and “Linked to Quotation” fields are automatically updated to read: “Project, [project title] #[code].”

Validation Rules

• A bid that has already been converted into a project cannot be edited or deleted. When attempting to do so, the message “‘[bid title]’ #[code] cannot be edited/deleted because it has been converted into a project” appears.