{"id":147630,"date":"2026-10-13T07:54:47","date_gmt":"2026-10-13T07:54:47","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=147630"},"modified":"2026-10-13T07:55:13","modified_gmt":"2026-10-13T07:55:13","slug":"how-to-create-a-project-from-an-awarded-bid","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-project-from-an-awarded-bid\/","title":{"rendered":"How to Create a Project from an Awarded Bid"},"content":{"rendered":"

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If you are awarded a bid by a client, you can convert it directly into a project in Construction without re-entering its data from scratch. The System automatically transfers the bid\u2019s client, cost sheets, and quotations to the new project. This article explains the steps for completing this conversion.<\/p>\n

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Step 1: Open the Awarded Bid<\/strong><\/p>\n

From the main menu, click Construction<\/strong>, then Bids<\/strong>. From the actions icon, click View<\/strong> next to the bid that was awarded to the client and has not yet been converted into a project.<\/p>\n

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Step 2: Click Convert to Project<\/strong><\/p>\n

From the main actions bar at the top of the bid view screen, click Convert to Project<\/strong>.\"\"<\/p>\n

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Step 3: Review the Automatically Populated Data<\/strong><\/p>\n

You will be redirected directly to the Add Project form. The Bid<\/strong> field will already be populated with the bid you came from, and the Client<\/strong> field will already be populated with the client of that bid. The client cannot be edited in this case.<\/p>\n

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Step 4: Complete the Remaining Project Data<\/strong><\/p>\n

Enter the project Title<\/strong>, select the Parent Cost Center<\/strong> and Cost Tracking Level<\/strong>, and complete the remaining optional fields (Budget, Duration, dates, Tags, Assigned Employee, Description, and Attachment) as needed.\"\"<\/p>\n

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Step 5: Save the Project<\/strong><\/p>\n

Click Save<\/strong> to create the project with \u201cNew\u201d<\/strong> status, or Save as Draft<\/strong> to save it as a draft. You will be automatically redirected to the new project view screen after saving.<\/p>\n

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Step 6: Verify That the Bid Data Has Been Transferred to the Project<\/strong><\/p>\n

From the project view screen, you will find:<\/p>\n