This article walks you through setting up your estimate on the bid worksheet in RedTeam Go: choosing your cost items, adding bid notes, nested assemblies and bid day notes, and setting your markups. When you finish, you are ready to send bid invitations.
Before you start
Create the project. See How to create a new project.
Upload your project documents to the Planroom: drawings, specifications, addenda and photos.
Open the bid worksheet
Step 1: In your project, click Bidding > Worksheet > Base Bid.
The worksheet lists your cost codes by division. To learn more about it, see What is the bid worksheet?.
Choose your cost items
Step 1: Click Add/Remove Cost Items.
Step 2: In Select Cost Items, click a cost item under Cost Items Not Selected to add it to the worksheet. To take one off, click it under Cost Items Selected.
Step 3: Click Done.
Add bid notes
Bid notes describe the scope of work for a cost code. They appear under Trade Notes in Bidding > Scope of Work, and can also carry into your bid invitations, subcontracts and owner documents. For more, see What are bid notes?.
Step 1: Hover over a cost code row to show its icons, then click the bid note icon.
Step 2: Click Create New and write your note. Notes you saved before are listed under Unapplied Saved Notes.
Step 3: Click Done.
Add a nested assembly
A nested assembly breaks a cost code into line items, so subcontractors and vendors can itemize their quotes for you.
Step 1: Hover over the cost code row and click the double arrow icon. An area opens under the row.
Step 2: Click + Add to add assembly lines.
Step 3: To include the assembly lines on your bid invitations, select the ITB checkbox next to the cost code.
Note: When a cost code has a nested assembly, its Unit $ is calculated from the assembly lines and can no longer be typed in. For full steps, see How do I create a nested assembly?.
Add a bid day note
Bid day notes are reminders for you as you review subcontractor quotes on bid day.
Step 1: Click the edit icon in the Reminder column of the cost code row.
Step 2: Type your reminder in the Enter Reminder Notes box. For more, see How do I create a bid day note?.
Set your markups
Step 1: Click Set Markups at the top of the worksheet.
Step 2: Enter your percentages for Labor Burden, Sales Tax, General Liability, Overhead and Profit. Select the cost categories that sales tax applies to, and enter the project's Sq. Ft.
Note: There is no Save button. Each field saves when you click or tab out of it.
For more, see How do I set project markups?.
Next step
When your cost items, bid notes, nested assemblies and markups are set, you are ready to send bid invitations.