Core TSIs : Transactions : Working with Transactions : Adding a bid
Adding a bid
To add the bids for a transaction:
Procedure
1. Profiles > Bids.
2. On the action menu, click Add.
3. In the data section, complete the relevant fields.
4. For a description of these fields, refer to Bid fields
5. Click Save.
You have now created a bid.
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The financial aspects of a bid are added at the Aspects > Financial aspects selection step. Additional information on a bid can be added at the Aspects > Additional information step.
At the Aspects > Bids – Consultants selection step you can register a variety of consultants that are involved in the bid, such as real estate agents. For details on the fields available to consultants, see Adding team members.
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Use the Generate Actual scores option to have Planon ProCenter automatically create actual scores for the aspects of the profile to which the bid belongs. The actual scores generated are then available at the Ratings > Actual score step. Note that you can also manually add actual scores at the Ratings > Actual score step.