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How To Move Bidders From One Project To Another

If you've received ITBs from mulitple bidders for the same project, you may want to consolidate to one project

Written by Jen Gadus

How to Move Bidders To Alternate Projects

Projects With a Single Bidder Attached

For projects that have a single bidder on them and you want to move that bidder to another project, you can do so by pressing the "Move Company to the bidders list on an existing opportunity" button on the right side of an ITB (in the Project Inbox) or an Accepted opportunity on the Opportunities page.

Pressing this button will open a modal where you can enter the correct opportunity to move the bidder onto. This will move the bidder to the alternate opportunity and move the original opportunity to the project archive.

Projects With Multiple Bidders Attached

If a project has multiple bidders attached already, the "Move company to the bidders list on an existing opportunity" button will not appear on the Opportunities page. You will have to go to the Project Details page to add or remove any bidders from the opportunity.



Where to Find the Move Bidders Button

Project Inbox page

Opportunities page

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